Who owns Otter Tail Corporation (OTTR)
Which tracked institutional funds hold OTTR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OTTR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
78 tracked funds added or opened OTTR while 50 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OTTR’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes OTTR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in OTTR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 343 tracked filers holding OTTR, 166 increased or opened the position and 137 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OTTR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 11
- VANGUARD PORTFOLIO MANAGEMENT LLC$259M
- VANGUARD CAPITAL MANAGEMENT LLC$164M
- VANGUARD FIDUCIARY TRUST CO$24M
- VANGUARD ASSET MANAGEMENT, Ltd$3M
- OneAscent Financial Services LLC$2M
- PDT Partners, LLC$2M
Full exits 18
- VANGUARD GROUP INC$383M
- TWO SIGMA ADVISERS, LP$13M
- Brandywine Global Investment Management, LLC$7M
- Buck Wealth Strategies, LLC$6M
- MUFG Securities EMEA plc$4M
- WELLINGTON MANAGEMENT GROUP LLP$3M
Largest adds
- LSV ASSET MANAGEMENT$48M
- TWO SIGMA INVESTMENTS, LP$36M
- GOLDMAN SACHS GROUP INC$16M
- D. E. Shaw & Co., Inc.$15M
- MORGAN STANLEY$12M
- VICTORY CAPITAL MANAGEMENT INC$12M
Largest trims
- BlackRock, Inc.$134M
- FIRST TRUST ADVISORS LP$12M
- MARSHALL WACE, LLP$6M
- CITADEL ADVISORS LLC$5M
- JPMORGAN CHASE & CO$5M
- Invesco Ltd.$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 4,352,843 | $382M | 14.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,947,184 | $259M | 9.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,865,713 | $164M | 6.1% | 2026-Q1 |
| STATE STREET CORP added | 1,569,348 | $138M | 5.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,054,887 | $93M | 3.4% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 1,042,913 | $92M | 3.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 815,241 | $72M | 2.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 662,934 | $58M | 2.2% | 2026-Q1 |
| MORGAN STANLEY added | 654,434 | $57M | 2.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 606,504 | $53M | 2.0% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 569,933 | $50M | 1.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 524,121 | $46M | 1.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 485,351 | $43M | 1.6% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 467,200 | $41M | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 432,012 | $38M | 1.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 399,426 | $35M | 1.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 350,608 | $31M | 1.1% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 342,000 | $30M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 336,483 | $30M | 1.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 339,633 | $29M | 1.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 272,408 | $24M | 0.9% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 267,854 | $24M | 0.9% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 264,800 | $23M | 0.9% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 252,376 | $22M | 0.8% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 231,889 | $20M | 0.8% | 2026-Q1 |
| Public Sector Pension Investment Board added | 198,660 | $17M | 0.6% | 2026-Q1 |
| Nuveen, LLC added | 189,228 | $17M | 0.6% | 2026-Q1 |
| Invesco Ltd. trimmed | 186,265 | $16M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 178,161 | $16M | 0.6% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 167,565 | $15M | 0.5% | 2026-Q1 |
| UBS Group AG added | 156,553 | $14M | 0.5% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 132,470 | $12M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 130,211 | $11M | 0.4% | 2026-Q1 |
| Bank & Trust Co trimmed | 119,236 | $10M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 117,441 | $10M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 112,072 | $10M | 0.4% | 2026-Q1 |
| US BANCORP \DE\ added | 110,811 | $10M | 0.4% | 2026-Q1 |
| WHITTIER TRUST CO added | 99,012 | $9M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 98,929 | $9M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 95,749 | $8M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 95,162 | $8M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 94,571 | $8M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 94,077 | $8M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 90,439 | $8M | 0.3% | 2026-Q1 |
| DENALI ADVISORS LLC added | 89,909 | $8M | 0.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 85,866 | $8M | 0.3% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 81,968 | $7M | 0.3% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 80,353 | $7M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 78,965 | $7M | 0.3% | 2026-Q1 |
| Phocas Financial Corp. trimmed | 76,483 | $7M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 75,655 | $7M | 0.2% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 74,889 | $7M | 0.2% | 2026-Q1 |
| Swiss National Bank | 74,400 | $7M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 69,619 | $6M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 69,282 | $6M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 63,482 | $6M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 62,148 | $5M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 61,627 | $5M | 0.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 58,438 | $5M | 0.2% | 2026-Q1 |
| Man Group plc added | 55,887 | $5M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 51,202 | $4M | 0.2% | 2026-Q1 |
| WHITTIER TRUST CO OF NEVADA INC added | 48,935 | $4M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 48,477 | $4M | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 45,393 | $4M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 44,504 | $4M | 0.1% | 2026-Q1 |
| Palisades Investment Partners, LLC added | 44,369 | $4M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 43,823 | $4M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 43,312 | $4M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 42,745 | $4M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 42,250 | $4M | 0.1% | 2026-Q1 |
| Vest Financial, LLC trimmed | 41,054 | $4M | 0.1% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 39,731 | $3M | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 39,229 | $3M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 38,809 | $3M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 41,723 | $3M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 34,495 | $3M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 34,295 | $3M | 0.1% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. trimmed | 33,801 | $3M | 0.1% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 31,924 | $3M | 0.1% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 31,535 | $3M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 29,363 | $3M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 26,865 | $2M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 26,345 | $2M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D trimmed | 25,969 | $2M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 25,504 | $2M | 0.1% | 2026-Q1 |
| JOHN G ULLMAN & ASSOCIATES INC added | 25,450 | $2M | 0.1% | 2026-Q1 |
| OneAscent Financial Services LLC added | 25,018 | $2M | 0.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 24,800 | $2M | 0.1% | 2026-Q1 |
| Linden Thomas Advisory Services, LLC added | 22,663 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 4,740,606 | $383M | 14.2% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 161,100 | $13M | 0.5% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC trimmed | 82,701 | $7M | 0.2% | 2025-Q4 stale |
| Buck Wealth Strategies, LLC added | 72,905 | $6M | 0.2% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC added | 62,966 | $5M | 0.2% | 2025-Q3 stale |
| MUFG Securities EMEA plc new | 44,000 | $4M | 0.1% | 2025-Q4 stale |
| WELLINGTON MANAGEMENT GROUP LLP added | 35,029 | $3M | 0.1% | 2025-Q4 stale |
| AlphaQuest LLC added | 30,566 | $2M | 0.1% | 2025-Q4 stale |
| Edgestream Partners, L.P. trimmed | 28,867 | $2M | 0.1% | 2025-Q3 stale |
| OSSIAM new | 26,200 | $2M | 0.1% | 2025-Q3 stale |
| ExodusPoint Capital Management, LP trimmed | 25,973 | $2M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.