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Institutional Ownership · SEC Form 13F

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.

343
Institutional holders
27M
Shares held (tracked funds)
64.7%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed4,352,843$382M14.2%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new2,947,184$259M9.6%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,865,713$164M6.1%2026-Q1
STATE STREET CORP added1,569,348$138M5.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,054,887$93M3.4%2026-Q1
LSV ASSET MANAGEMENT added1,042,913$92M3.4%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed815,241$72M2.7%2026-Q1
TWO SIGMA INVESTMENTS, LP added662,934$58M2.2%2026-Q1
MORGAN STANLEY added654,434$57M2.1%2026-Q1
FIRST TRUST ADVISORS LP trimmed606,504$53M2.0%2026-Q1
Caisse de depot et placement du Quebec added569,933$50M1.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed524,121$46M1.7%2026-Q1
GOLDMAN SACHS GROUP INC added485,351$43M1.6%2026-Q1
GABELLI FUNDS LLC trimmed467,200$41M1.5%2026-Q1
NORTHERN TRUST CORP added432,012$38M1.4%2026-Q1
D. E. Shaw & Co., Inc. added399,426$35M1.3%2026-Q1
Bank of New York Mellon Corp trimmed350,608$31M1.1%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed342,000$30M1.1%2026-Q1
BANK OF AMERICA CORP /DE/ added336,483$30M1.1%2026-Q1
JPMORGAN CHASE & CO trimmed339,633$29M1.1%2026-Q1
VANGUARD FIDUCIARY TRUST CO new272,408$24M0.9%2026-Q1
Qube Research & Technologies Ltd added267,854$24M0.9%2026-Q1
GAMCO INVESTORS, INC. ET AL trimmed264,800$23M0.9%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added252,376$22M0.8%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added231,889$20M0.8%2026-Q1
Public Sector Pension Investment Board added198,660$17M0.6%2026-Q1
Nuveen, LLC added189,228$17M0.6%2026-Q1
Invesco Ltd. trimmed186,265$16M0.6%2026-Q1
ROYAL BANK OF CANADA added178,161$16M0.6%2026-Q1
FEDERATED HERMES, INC. trimmed167,565$15M0.5%2026-Q1
UBS Group AG added156,553$14M0.5%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added132,470$12M0.4%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed130,211$11M0.4%2026-Q1
Bank & Trust Co trimmed119,236$10M0.4%2026-Q1
JANE STREET GROUP, LLC trimmed117,441$10M0.4%2026-Q1
FRANKLIN RESOURCES INC added112,072$10M0.4%2026-Q1
US BANCORP \DE\ added110,811$10M0.4%2026-Q1
WHITTIER TRUST CO added99,012$9M0.3%2026-Q1
RHUMBLINE ADVISERS added98,929$9M0.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed95,749$8M0.3%2026-Q1
MARSHALL WACE, LLP trimmed95,162$8M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added94,571$8M0.3%2026-Q1
Legal & General Group Plc trimmed94,077$8M0.3%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed90,439$8M0.3%2026-Q1
DENALI ADVISORS LLC added89,909$8M0.3%2026-Q1
TUDOR INVESTMENT CORP ET AL added85,866$8M0.3%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added81,968$7M0.3%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed80,353$7M0.3%2026-Q1
HRT FINANCIAL LP trimmed78,965$7M0.3%2026-Q1
Phocas Financial Corp. trimmed76,483$7M0.2%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH added75,655$7M0.2%2026-Q1
ProShare Advisors LLC trimmed74,889$7M0.2%2026-Q1
Swiss National Bank74,400$7M0.2%2026-Q1
PRUDENTIAL FINANCIAL INC trimmed69,619$6M0.2%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND69,282$6M0.2%2026-Q1
AMERICAN CENTURY COMPANIES INC added63,482$6M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed62,148$5M0.2%2026-Q1
Squarepoint Ops LLC trimmed61,627$5M0.2%2026-Q1
LPL Financial LLC trimmed58,438$5M0.2%2026-Q1
Man Group plc added55,887$5M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed51,202$4M0.2%2026-Q1
WHITTIER TRUST CO OF NEVADA INC added48,935$4M0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed48,477$4M0.2%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added45,393$4M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added44,504$4M0.1%2026-Q1
Palisades Investment Partners, LLC added44,369$4M0.1%2026-Q1
XTX Topco Ltd added43,823$4M0.1%2026-Q1
BARCLAYS PLC trimmed43,312$4M0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added42,745$4M0.1%2026-Q1
Thrivent Financial for Lutherans added42,250$4M0.1%2026-Q1
Vest Financial, LLC trimmed41,054$4M0.1%2026-Q1
MARTINGALE ASSET MANAGEMENT L P added39,731$3M0.1%2026-Q1
BENJAMIN EDWARDS INC added39,229$3M0.1%2026-Q1
DEUTSCHE BANK AG\ added38,809$3M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed41,723$3M0.1%2026-Q1
CITIGROUP INC trimmed34,495$3M0.1%2026-Q1
CANADA LIFE ASSURANCE Co trimmed34,295$3M0.1%2026-Q1
FIRST MANHATTAN CO. LLC. trimmed33,801$3M0.1%2026-Q1
Financial Engines Advisors L.L.C. added31,924$3M0.1%2026-Q1
ROYCE & ASSOCIATES LP trimmed31,535$3M0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new29,363$3M0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added26,865$2M0.1%2026-Q1
Mariner, LLC added26,345$2M0.1%2026-Q1
State of New Jersey Common Pension Fund D trimmed25,969$2M0.1%2026-Q1
SG Americas Securities, LLC added25,504$2M0.1%2026-Q1
JOHN G ULLMAN & ASSOCIATES INC added25,450$2M0.1%2026-Q1
OneAscent Financial Services LLC added25,018$2M0.1%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed24,800$2M0.1%2026-Q1
Linden Thomas Advisory Services, LLC added22,663$2M0.1%2026-Q1
VANGUARD GROUP INC trimmed4,740,606$383M14.2%2025-Q4 stale
TWO SIGMA ADVISERS, LP added161,100$13M0.5%2025-Q4 stale
Brandywine Global Investment Management, LLC trimmed82,701$7M0.2%2025-Q4 stale
Buck Wealth Strategies, LLC added72,905$6M0.2%2025-Q4 stale
Schonfeld Strategic Advisors LLC added62,966$5M0.2%2025-Q3 stale
MUFG Securities EMEA plc new44,000$4M0.1%2025-Q4 stale
WELLINGTON MANAGEMENT GROUP LLP added35,029$3M0.1%2025-Q4 stale
AlphaQuest LLC added30,566$2M0.1%2025-Q4 stale
Edgestream Partners, L.P. trimmed28,867$2M0.1%2025-Q3 stale
OSSIAM new26,200$2M0.1%2025-Q3 stale
ExodusPoint Capital Management, LP trimmed25,973$2M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership