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Institutional Ownership · SEC Form 13F

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.

335
Institutional holders
28M
Shares held (tracked funds)
66.9%
Of shares outstanding

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added6,557,596$590M24.2%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added2,996,322$270M11.1%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added1,891,243$170M7.0%2026-Q2
STATE STREET CORP added1,645,782$148M6.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added1,112,886$100M4.1%2026-Q2
MORGAN STANLEY added885,376$80M3.3%2026-Q2
DIMENSIONAL FUND ADVISORS LP added828,016$75M3.1%2026-Q2
TWO SIGMA INVESTMENTS, LP added725,769$65M2.7%2026-Q2
FIRST TRUST ADVISORS LP added637,043$57M2.4%2026-Q2
Caisse de depot et placement du Quebec trimmed539,873$49M2.0%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed519,756$47M1.9%2026-Q2
GABELLI FUNDS LLC trimmed462,200$42M1.7%2026-Q2
NORTHERN TRUST CORP added453,446$41M1.7%2026-Q2
D. E. Shaw & Co., Inc. added447,021$40M1.7%2026-Q2
Bank of New York Mellon Corp added358,275$32M1.3%2026-Q2
JPMORGAN CHASE & CO trimmed315,978$28M1.2%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed312,589$28M1.2%2026-Q2
VANGUARD FIDUCIARY TRUST CO added278,778$25M1.0%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added276,060$25M1.0%2026-Q2
Nuveen, LLC added268,456$24M1.0%2026-Q2
GAMCO INVESTORS, INC. ET AL trimmed264,798$24M1.0%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added260,050$23M1.0%2026-Q2
GOLDMAN SACHS GROUP INC trimmed249,295$22M0.9%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added233,558$21M0.9%2026-Q2
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed210,546$19M0.8%2026-Q2
Invesco Ltd. added199,684$18M0.7%2026-Q2
Public Sector Pension Investment Board trimmed195,071$18M0.7%2026-Q2
ROYAL BANK OF CANADA added185,376$17M0.7%2026-Q2
FEDERATED HERMES, INC. added174,664$16M0.6%2026-Q2
UBS Group AG trimmed135,671$12M0.5%2026-Q2
Bank & Trust Co added119,641$11M0.4%2026-Q2
RHUMBLINE ADVISERS added104,092$9M0.4%2026-Q2
US BANCORP \DE\ trimmed100,662$9M0.4%2026-Q2
WHITTIER TRUST CO trimmed98,904$9M0.4%2026-Q2
AMERIPRISE FINANCIAL INC added97,439$9M0.4%2026-Q2
LPL Financial LLC added95,971$9M0.4%2026-Q2
FRANKLIN RESOURCES INC trimmed90,522$8M0.3%2026-Q2
AMERICAN CENTURY COMPANIES INC added86,785$8M0.3%2026-Q2
CONTRAVISORY INVESTMENT MANAGEMENT, INC. added86,441$8M0.3%2026-Q2
Legal & General Group Plc trimmed85,285$8M0.3%2026-Q2
DENALI ADVISORS LLC trimmed85,102$8M0.3%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added83,053$7M0.3%2026-Q2
ProShare Advisors LLC added80,928$7M0.3%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed78,855$7M0.3%2026-Q2
Swiss National Bank added75,800$7M0.3%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed75,539$7M0.3%2026-Q2
Phocas Financial Corp. trimmed72,681$7M0.3%2026-Q2
Qube Research & Technologies Ltd trimmed72,311$7M0.3%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed71,147$6M0.3%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added70,882$6M0.3%2026-Q2
PRUDENTIAL FINANCIAL INC trimmed68,569$6M0.3%2026-Q2
WELLS FARGO & COMPANY/MN added67,333$6M0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC added59,697$5M0.2%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. added57,071$5M0.2%2026-Q2
Squarepoint Ops LLC trimmed55,880$5M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed54,910$5M0.2%2026-Q2
TUDOR INVESTMENT CORP ET AL trimmed52,639$5M0.2%2026-Q2
CITIGROUP INC added50,314$5M0.2%2026-Q2
WHITTIER TRUST CO OF NEVADA INC added49,054$4M0.2%2026-Q2
BARCLAYS PLC added47,891$4M0.2%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed46,061$4M0.2%2026-Q2
ALLIANCEBERNSTEIN L.P. added44,983$4M0.2%2026-Q2
Linden Thomas Advisory Services, LLC added44,579$4M0.2%2026-Q2
MARTINGALE ASSET MANAGEMENT L P added43,830$4M0.2%2026-Q2
DEUTSCHE BANK AG\ added43,790$4M0.2%2026-Q2
Palisades Investment Partners, LLC trimmed43,583$4M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed43,201$4M0.2%2026-Q2
Vest Financial, LLC added42,523$4M0.2%2026-Q2
BENJAMIN EDWARDS INC added40,275$4M0.1%2026-Q2
CITADEL ADVISORS LLC trimmed36,053$3M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added35,292$3M0.1%2026-Q2
FIRST MANHATTAN CO. LLC. trimmed33,349$3M0.1%2026-Q2
ROYCE & ASSOCIATES LP added31,715$3M0.1%2026-Q2
Financial Engines Advisors L.L.C. trimmed31,490$3M0.1%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new31,200$3M0.1%2026-Q2
XTX Topco Ltd trimmed29,860$3M0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC added29,182$3M0.1%2026-Q2
Inspire Investing, LLC added28,393$3M0.1%2026-Q2
Cetera Investment Advisers added28,242$3M0.1%2026-Q2
PDT Partners, LLC added27,000$2M0.1%2026-Q2
Mariner, LLC added26,469$2M0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed25,768$2M0.1%2026-Q2
JOHN G ULLMAN & ASSOCIATES INC25,450$2M0.1%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added23,310$2M0.1%2026-Q2
Advisors Asset Management, Inc. added23,141$2M0.1%2026-Q2
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed23,067$2M0.1%2026-Q2
MetLife Investment Management, LLC added22,779$2M0.1%2026-Q2
OneAscent Financial Services LLC trimmed22,625$2M0.1%2026-Q2
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added22,029$2M0.1%2026-Q2
ALPS ADVISORS INC added21,276$2M0.1%2026-Q2
Illinois Municipal Retirement Fund trimmed20,979$2M0.1%2026-Q2
Russell Investments Group, Ltd. added20,315$2M0.1%2026-Q2
WINTON GROUP Ltd added19,946$2M0.1%2026-Q2
State of New Jersey Common Pension Fund D trimmed19,771$2M0.1%2026-Q2
OCCUDO QUANTITATIVE STRATEGIES LP added19,692$2M0.1%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added19,564$2M0.1%2026-Q2
Quantinno Capital Management LP added18,604$2M0.1%2026-Q2
Louisiana State Employees Retirement System18,600$2M0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed18,010$2M0.1%2026-Q2
Jupiter Topco LLC new17,899$2M0.1%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.

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