Who owns Otter Tail (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-Q2 13F filings (latest filed 2026-09-22). 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
67 tracked funds added or opened OTTR while 52 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 335 tracked filers holding OTTR, 184 increased or opened the position and 149 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 2026-Q1 and 2026-Q2 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
- CONTRAVISORY INVESTMENT MANAGEMENT, INC.$8M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$3M
- OCCUDO QUANTITATIVE STRATEGIES LP$2M
- Jupiter Topco LLC$2M
- NewEdge Advisors, LLC$2M
- Jump Financial, LLC$1M
Full exits 24
- LSV ASSET MANAGEMENT$92M
- JANE STREET GROUP, LLC$10M
- MARSHALL WACE, LLP$8M
- HRT FINANCIAL LP$7M
- Thrivent Financial for Lutherans$4M
- CANADA LIFE ASSURANCE Co$3M
Largest adds
- BlackRock, Inc.$208M
- MORGAN STANLEY$22M
- PRICE T ROWE ASSOCIATES INC /MD/$12M
- VANGUARD PORTFOLIO MANAGEMENT LLC$11M
- STATE STREET CORP$10M
- GEODE CAPITAL MANAGEMENT, LLC$8M
Largest trims
- GOLDMAN SACHS GROUP INC$20M
- Qube Research & Technologies Ltd$17M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$11M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$6M
- MILLENNIUM MANAGEMENT LLC$5M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 6,557,596 | $590M | 24.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 2,996,322 | $270M | 11.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,891,243 | $170M | 7.0% | 2026-Q2 |
| STATE STREET CORP added | 1,645,782 | $148M | 6.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,112,886 | $100M | 4.1% | 2026-Q2 |
| MORGAN STANLEY added | 885,376 | $80M | 3.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 828,016 | $75M | 3.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 725,769 | $65M | 2.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 637,043 | $57M | 2.4% | 2026-Q2 |
| Caisse de depot et placement du Quebec trimmed | 539,873 | $49M | 2.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 519,756 | $47M | 1.9% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 462,200 | $42M | 1.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 453,446 | $41M | 1.7% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 447,021 | $40M | 1.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 358,275 | $32M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 315,978 | $28M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 312,589 | $28M | 1.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 278,778 | $25M | 1.0% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 276,060 | $25M | 1.0% | 2026-Q2 |
| Nuveen, LLC added | 268,456 | $24M | 1.0% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 264,798 | $24M | 1.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 260,050 | $23M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 249,295 | $22M | 0.9% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 233,558 | $21M | 0.9% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 210,546 | $19M | 0.8% | 2026-Q2 |
| Invesco Ltd. added | 199,684 | $18M | 0.7% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 195,071 | $18M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 185,376 | $17M | 0.7% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 174,664 | $16M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 135,671 | $12M | 0.5% | 2026-Q2 |
| Bank & Trust Co added | 119,641 | $11M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 104,092 | $9M | 0.4% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 100,662 | $9M | 0.4% | 2026-Q2 |
| WHITTIER TRUST CO trimmed | 98,904 | $9M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 97,439 | $9M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 95,971 | $9M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 90,522 | $8M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 86,785 | $8M | 0.3% | 2026-Q2 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. added | 86,441 | $8M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 85,285 | $8M | 0.3% | 2026-Q2 |
| DENALI ADVISORS LLC trimmed | 85,102 | $8M | 0.3% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 83,053 | $7M | 0.3% | 2026-Q2 |
| ProShare Advisors LLC added | 80,928 | $7M | 0.3% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 78,855 | $7M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 75,800 | $7M | 0.3% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 75,539 | $7M | 0.3% | 2026-Q2 |
| Phocas Financial Corp. trimmed | 72,681 | $7M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 72,311 | $7M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 71,147 | $6M | 0.3% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 70,882 | $6M | 0.3% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 68,569 | $6M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 67,333 | $6M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 59,697 | $5M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 57,071 | $5M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 55,880 | $5M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 54,910 | $5M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 52,639 | $5M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 50,314 | $5M | 0.2% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC added | 49,054 | $4M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 47,891 | $4M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 46,061 | $4M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 44,983 | $4M | 0.2% | 2026-Q2 |
| Linden Thomas Advisory Services, LLC added | 44,579 | $4M | 0.2% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 43,830 | $4M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 43,790 | $4M | 0.2% | 2026-Q2 |
| Palisades Investment Partners, LLC trimmed | 43,583 | $4M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 43,201 | $4M | 0.2% | 2026-Q2 |
| Vest Financial, LLC added | 42,523 | $4M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 40,275 | $4M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 36,053 | $3M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 35,292 | $3M | 0.1% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. trimmed | 33,349 | $3M | 0.1% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 31,715 | $3M | 0.1% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 31,490 | $3M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 31,200 | $3M | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 29,860 | $3M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 29,182 | $3M | 0.1% | 2026-Q2 |
| Inspire Investing, LLC added | 28,393 | $3M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 28,242 | $3M | 0.1% | 2026-Q2 |
| PDT Partners, LLC added | 27,000 | $2M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 26,469 | $2M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 25,768 | $2M | 0.1% | 2026-Q2 |
| JOHN G ULLMAN & ASSOCIATES INC | 25,450 | $2M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 23,310 | $2M | 0.1% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 23,141 | $2M | 0.1% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 23,067 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 22,779 | $2M | 0.1% | 2026-Q2 |
| OneAscent Financial Services LLC trimmed | 22,625 | $2M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added | 22,029 | $2M | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 21,276 | $2M | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund trimmed | 20,979 | $2M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 20,315 | $2M | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd added | 19,946 | $2M | 0.1% | 2026-Q2 |
| State of New Jersey Common Pension Fund D trimmed | 19,771 | $2M | 0.1% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 19,692 | $2M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 19,564 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 18,604 | $2M | 0.1% | 2026-Q2 |
| Louisiana State Employees Retirement System | 18,600 | $2M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 18,010 | $2M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 17,899 | $2M | 0.1% | 2026-Q2 |
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.