OTTR · Otter Tail Corp
Market Cap
$3.75B
Shares
41.99M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 363
Total Value: $2,649,582,051
Total Shares: 29,446,347
Showing 1–100
of 366 holdings by value
· page 1 of 4
Institutional Ownership Trend
26 quarters
Superinvestors Holding OTTR
All superinvestors →Holder Concentration
Across 363 13F filers · Δ vs Mar 31, 2026Top Holder
22.3%
+0.3 pts
Top 5
48.5%
+1.1 pts
Top 10
62.7%
+2.4 pts
HHI
758
Broadly held+26
Quarterly Activity
vs Mar 31, 2026
New
48
Increased
143
Decreased
103
Sold Out
32
Unchanged
69
Holder count:
+16
Institutional value:
+3.2%
Shares held:
+0.6%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | +230,942 | 885,376 | |
| Large LSV ASSET MANAGEMENT | +143,548 | 1,186,461 | |
| Mega BlackRock, Inc. | +133,222 | 6,557,596 | |
| Mega PRICE T ROWE ASSOCIATES INC /MD/ | +127,580 | 260,050 | |
| Mega Nuveen, LLC | +79,228 | 268,456 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega GOLDMAN SACHS GROUP INC | −236,056 | 249,295 | |
| Mega Qube Research & Technologies Ltd | −195,543 | 72,311 | |
| Large ADAGE CAPITAL PARTNERS GP, L.L.C. | −131,454 | 210,546 | |
| Mega JANE STREET GROUP, LLC | −114,941 | 2,500 | |
| Large VOLORIDGE INVESTMENT MANAGEMENT, LLC | −67,372 | 23,067 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 86,441 | $7,777,961 | |
| Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 31,200 | $2,807,376 | |
| Mid OCCUDO QUANTITATIVE STRATEGIES LP | 19,692 | $1,771,886 | |
| Mega Jupiter Topco LLC | 17,899 | $1,610,552 | |
| Mid Jump Financial, LLC | 15,400 | $1,385,692 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large MARSHALL WACE, LLP | 95,162 | $8,352,368 | |
| Large HRT FINANCIAL LP | 78,965 | $6,930,758 | |
| Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC | 24,800 | $2,176,696 | |
| Mid Elo Mutual Pension Insurance Co | 17,067 | $1,497,970 | |
| Mega JANUS HENDERSON GROUP PLC | 15,542 | $1,364,121 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega BlackRock, Inc. | $590,052,481 | 22.27% | 6,557,596 | Shares | 2026-08-07 | |
| Mega VANGUARD PORTFOLIO MANAGEMENT LLC | $269,609,053 | 10.18% | 2,996,322 | Shares | 2026-08-13 | |
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $170,174,045 | 6.42% | 1,891,243 | Shares | 2026-08-13 | |
| Mega STATE STREET CORP | $148,087,464 | 5.59% | 1,645,782 | Shares | 2026-08-07 | |
| Large LSV ASSET MANAGEMENT | $106,757,760 | 4.03% | 1,186,461 | Shares | 2026-08-06 | |
| Mega GEODE CAPITAL MANAGEMENT, LLC | $100,137,481 | 3.78% | 1,112,886 | Shares | 2026-08-12 | |
| Mega MORGAN STANLEY | $79,666,128 | 3.01% | 885,376 | Shares | 2026-08-13 | |
| Mega DIMENSIONAL FUND ADVISORS LP | $74,504,878 | 2.81% | 828,016 | Shares | 2026-08-11 | |
| Mega TWO SIGMA INVESTMENTS, LP | $65,304,694 | 2.46% | 725,769 | Shares | 2026-08-14 | |
| Mega FIRST TRUST ADVISORS LP | $57,321,128 | 2.16% | 637,043 | Shares | 2026-08-11 | |
| Large Caisse de depot et placement du Quebec | $48,577,772 | 1.83% | 539,873 | Shares | 2026-08-14 | |
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $46,767,644 | 1.77% | 519,756 | Shares | 2026-08-14 | |
| Large GABELLI FUNDS LLC | $41,588,756 | 1.57% | 462,200 | Shares | 2026-08-12 | |
| Mega NORTHERN TRUST CORP Bank | $40,801,068 | 1.54% | 453,446 | Shares | 2026-08-13 | |
| Mega D. E. Shaw & Co., Inc. | $40,222,948 | 1.52% | 447,021 | Shares | 2026-08-14 | |
| Mega Bank of New York Mellon Corp Bank | $32,237,581 | 1.22% | 358,275 | Shares | 2026-08-06 | |
| Mega JPMORGAN CHASE & CO | $28,431,698 | 1.07% | 315,978 | Shares | 2026-08-12 | |
| Mega BANK OF AMERICA CORP /DE/ Bank | $28,126,756 | 1.06% | 312,589 | Shares | 2026-08-14 | |
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $25,084,444 | 0.95% | 278,778 | Shares | 2026-08-13 | |
| Mega VICTORY CAPITAL MANAGEMENT INC | $24,839,878 | 0.94% | 276,060 | Shares | 2026-08-07 | |
| Mega Nuveen, LLC | $24,155,668 | 0.91% | 268,456 | Shares | 2026-08-11 | |
| Large GAMCO INVESTORS, INC. ET AL | $23,826,524 | 0.90% | 264,798 | Shares | 2026-08-12 | |
| Mega PRICE T ROWE ASSOCIATES INC /MD/ | $23,399,298 | 0.88% | 260,050 | Shares | 2026-08-14 | |
| Mega GOLDMAN SACHS GROUP INC | $22,431,563 | 0.85% | 249,295 | Shares | 2026-08-14 | |
| Mega PRINCIPAL FINANCIAL GROUP INC | $21,015,548 | 0.79% | 233,558 | Shares | 2026-08-04 | |
| Large ADAGE CAPITAL PARTNERS GP, L.L.C. | $18,944,929 | 0.72% | 210,546 | Shares | 2026-08-14 | |
| Mega Invesco Ltd. | $17,967,564 | 0.68% | 199,684 | Shares | 2026-08-14 | |
| Large Public Sector Pension Investment Board Pension | $17,552,488 | 0.66% | 195,071 | Shares | 2026-08-13 | |
| Mega ROYAL BANK OF CANADA Bank | $16,680,130 | 0.63% | 185,376 | Shares | 2026-08-14 | |
| Large FEDERATED HERMES, INC. | $15,716,265 | 0.59% | 174,664 | Shares | 2026-08-12 | |
| Mega UBS Group AG | $12,207,675 | 0.46% | 135,671 | Shares | 2026-08-13 | |
| Small Bank & Trust Co Bank | $10,765,297 | 0.41% | 119,641 | Shares | 2026-07-10 | |
| Mega RHUMBLINE ADVISERS | $9,366,198 | 0.35% | 104,092 | Shares | 2026-08-12 | |
| Large US BANCORP \DE\ Bank | $9,057,566 | 0.34% | 100,662 | Shares | 2026-08-12 | |
| Mid WHITTIER TRUST CO Bank | $8,899,381 | 0.34% | 98,904 | Shares | 2026-07-28 | |
| Mega AMERIPRISE FINANCIAL INC | $8,767,560 | 0.33% | 97,439 | Shares | 2026-08-14 | |
| Mega LPL Financial LLC | $8,635,470 | 0.33% | 95,971 | Shares | 2026-08-07 | |
| Mega FRANKLIN RESOURCES INC | $8,145,168 | 0.31% | 90,522 | Shares | 2026-08-13 | |
| Mega AMERICAN CENTURY COMPANIES INC | $7,808,914 | 0.29% | 86,785 | Shares | 2026-08-12 | |
| Small CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $7,777,961 | 0.29% | 86,441 | Shares | 2026-07-09 | |
| Mega Legal & General Group Plc | $7,673,943 | 0.29% | 85,285 | Shares | 2026-08-14 | |
| Small DENALI ADVISORS LLC | $7,657,477 | 0.29% | 85,102 | Shares | 2026-08-10 | |
| Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7,473,108 | 0.28% | 83,053 | Shares | 2026-08-14 | |
| Large ProShare Advisors LLC | $7,281,901 | 0.27% | 80,928 | Shares | 2026-08-11 | |
| Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Pension | $7,095,372 | 0.27% | 78,855 | Shares | 2026-08-13 | |
| Mega Swiss National Bank Bank | $6,820,484 | 0.26% | 75,800 | Shares | 2026-08-11 | |
| Large Universal- Beteiligungs- und Servicegesellschaft mbH | $6,796,999 | 0.26% | 75,539 | Shares | 2026-08-06 | |
| Small Phocas Financial Corp. | $6,539,836 | 0.25% | 72,681 | Shares | 2026-07-31 | |
| Mega Qube Research & Technologies Ltd | $6,506,543 | 0.25% | 72,311 | Shares | 2026-08-14 | |
| Mega MILLENNIUM MANAGEMENT LLC | $6,401,807 | 0.24% | 71,147 | Shares | 2026-08-14 | |
| Large NEW YORK STATE COMMON RETIREMENT FUND Pension | $6,377,962 | 0.24% | 70,882 | Shares | 2026-07-29 | |
| Large PRUDENTIAL FINANCIAL INC | $6,169,838 | 0.23% | 68,569 | Shares | 2026-08-12 | |
| Mega WELLS FARGO & COMPANY/MN | $6,058,621 | 0.23% | 67,333 | Shares | 2026-08-14 | |
| Mega RAYMOND JAMES FINANCIAL INC | $5,371,535 | 0.20% | 59,697 | Shares | 2026-08-14 | |
| Large Connor, Clark & Lunn Investment Management Ltd. | $5,135,248 | 0.19% | 57,071 | Shares | 2026-08-13 | |
| Large Squarepoint Ops LLC | $5,028,082 | 0.19% | 55,880 | Shares | 2026-08-14 | |
| Mega BNP PARIBAS ARBITRAGE, SA | $4,940,801 | 0.19% | 54,910 | Shares | 2026-08-13 | |
| Large TUDOR INVESTMENT CORP ET AL | $4,736,457 | 0.18% | 52,639 | Shares | 2026-08-14 | |
| Mega CITIGROUP INC | $4,527,252 | 0.17% | 50,314 | Shares | 2026-08-03 | |
| Mid WHITTIER TRUST CO OF NEVADA INC Bank | $4,413,878 | 0.17% | 49,054 | Shares | 2026-07-28 | |
| Mega BARCLAYS PLC | $4,309,231 | 0.16% | 47,891 | Shares | 2026-08-14 | |
| Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4,144,565 | 0.16% | 46,061 | Shares | 2026-08-13 | |
| Mega ALLIANCEBERNSTEIN L.P. | $4,047,570 | 0.15% | 44,983 | Shares | 2026-08-14 | |
| Mid Linden Thomas Advisory Services, LLC | $4,011,218 | 0.15% | 44,579 | Shares | 2026-07-16 | |
| Mid MARTINGALE ASSET MANAGEMENT L P | $3,943,823 | 0.15% | 43,830 | Shares | 2026-08-13 | |
| Mega DEUTSCHE BANK AG\ Bank | $3,940,224 | 0.15% | 43,790 | Shares | 2026-08-07 | |
| Small Palisades Investment Partners, LLC | $3,921,598 | 0.15% | 43,583 | Shares | 2026-08-04 | |
| Mega CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension | $3,887,225 | 0.15% | 43,201 | Shares | 2026-08-24 | |
| Large Thrivent Financial for Lutherans | $3,858,521 | 0.15% | 42,882 | Shares | 2026-08-14 | |
| Mid Vest Financial, LLC | $3,826,219 | 0.14% | 42,523 | Shares | 2026-07-24 | |
| Mid BENJAMIN EDWARDS INC | $3,623,944 | 0.14% | 40,275 | Shares | 2026-07-24 | |
| Mega CITADEL ADVISORS LLC | $3,244,048 | 0.12% | 36,053 | Shares | 2026-09-02 | |
| Mega VANGUARD ASSET MANAGEMENT, Ltd | $3,175,574 | 0.12% | 35,292 | Shares | 2026-08-13 | |
| Large CANADA LIFE ASSURANCE Co Insurance | $3,006,681 | 0.11% | 33,415 | Shares | 2026-08-13 | |
| Large FIRST MANHATTAN CO. LLC. | $3,000,743 | 0.11% | 33,349 | Shares | 2026-08-14 | |
| Large ROYCE & ASSOCIATES LP | $2,853,715 | 0.11% | 31,715 | Shares | 2026-08-14 | |
| Small Financial Engines Advisors L.L.C. | $2,833,470 | 0.11% | 31,490 | Shares | 2026-08-14 | |
| Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $2,807,376 | 0.11% | 31,200 | Shares | 2026-08-14 | |
| Mid XTX Topco Ltd | $2,686,802 | 0.10% | 29,860 | Shares | 2026-08-14 | |
| Mega AQR CAPITAL MANAGEMENT LLC | $2,625,793 | 0.10% | 29,182 | Shares | 2026-08-14 | |
| Mid Inspire Investing, LLC | $2,554,802 | 0.10% | 28,393 | Shares | 2026-08-12 | |
| Large Cetera Investment Advisers | $2,541,215 | 0.10% | 28,242 | Shares | 2026-08-12 | |
| Mid PDT Partners, LLC | $2,429,460 | 0.09% | 27,000 | Shares | 2026-08-14 | |
| Large Mariner, LLC | $2,381,680 | 0.09% | 26,469 | Shares | 2026-08-13 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC | $2,318,604 | 0.09% | 25,768 | Shares | 2026-07-29 | |
| Small JOHN G ULLMAN & ASSOCIATES INC | $2,289,991 | 0.09% | 25,450 | Shares | 2026-08-11 | |
| Large RENAISSANCE TECHNOLOGIES LLC | $2,097,433 | 0.08% | 23,310 | Shares | 2026-08-13 | |
| Mid Advisors Asset Management, Inc. | $2,082,227 | 0.08% | 23,141 | Shares | 2026-08-14 | |
| Large VOLORIDGE INVESTMENT MANAGEMENT, LLC | $2,075,568 | 0.08% | 23,067 | Shares | 2026-08-14 | |
| Large MetLife Investment Management, LLC | $2,049,654 | 0.08% | 22,779 | Shares | 2026-08-14 | |
| Small OneAscent Financial Services LLC | $2,035,797 | 0.08% | 22,625 | Shares | 2026-08-11 | |
| Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Pension | $1,982,169 | 0.07% | 22,029 | Shares | 2026-08-10 | |
| Large ALPS ADVISORS INC | $1,914,414 | 0.07% | 21,276 | Shares | 2026-07-29 | |
| Mid Illinois Municipal Retirement Fund Pension | $1,887,690 | 0.07% | 20,979 | Shares | 2026-08-12 | |
| Mega Russell Investments Group, Ltd. | $1,827,943 | 0.07% | 20,315 | Shares | 2026-08-06 | |
| Mid WINTON GROUP Ltd | $1,794,741 | 0.07% | 19,946 | Shares | 2026-08-07 | |
| Large State of New Jersey Common Pension Fund D Pension | $1,778,994 | 0.07% | 19,771 | Shares | 2026-08-04 | |
| Mid OCCUDO QUANTITATIVE STRATEGIES LP | $1,771,886 | 0.07% | 19,692 | Shares | 2026-08-13 | |
| Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance | $1,760,368 | 0.07% | 19,564 | Shares | 2026-08-14 | |
| Large Quantinno Capital Management LP | $1,673,987 | 0.06% | 18,604 | Shares | 2026-08-13 |
Key facts
CIK
1466593
CUSIP
689648103
13F (30d)
248 filings
233 filers
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