Otter Tail OTTR Institutional Ownership

NASDAQ OTTR

$88.87 -1.26 (-1.40%)

At close: Oct 19, 2026 · 4:00 PM EDT

Institutions by Trading Activity

365 Institutions

Increased 192 52.6%

Unchanged 70 19.2%

Reduced 103 28.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

70.02%

▲+0.34 pp QoQ

Shares Held by Institutions

29.40Mn

of 41.99Mn outstanding

▲+0.56% QoQ

Shares Outstanding

41.99Mn

12.59Mn held outside 13F filers

Institutional Investors

365

filed 13F for Jun 2026

▲+20 vs prior quarter

Net Shares Added (QoQ)

+163.72K

accumulated since last quarter

Value of Holdings

$2.64Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 11, 2026

Otter Tail Corp (NASDAQ:OTTR) was held by 365 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

These investors held 70.02% of outstanding shares in Q2 2026, up from 69.69% the quarter before.
Total shares held in OTTR rose 0.56% from Q1 2026; the number of holders rose 6.73% from Q2 2025.
Of these 365 holders, 192 added to their positions, 103 reduced their stakes and 70 left their positions unchanged.
Altogether, institutional holders owned 29.4Mn OTTR shares at the end of Q2 2026, up 163.72K from the prior quarter and up 2.46Mn from a year earlier.
BlackRock, Inc. held the largest position in OTTR at 6.56Mn shares as of June 30, 2026, or 15.62% of shares outstanding.
The biggest increases in OTTR positions during Q2 2026 came from Morgan Stanley (+230.94K shares), LSV Asset Management (+143.55K shares), BlackRock, Inc. (+133.22K shares), T. Rowe Price Associates Inc (+127.58K shares) and Nuveen, LLC (+79.23K shares).
Among holders that kept a stake in Otter Tail, the biggest sellers in Q2 2026 were Goldman Sachs Group Inc (-236.06K shares), Qube Research & Technologies Ltd (-195.54K shares), Adage Capital Partners GP, L.L.C. (-131.45K shares), Voloridge Investment Management, LLC (-67.37K shares) and Millennium Management LLC (-59.06K shares).
Per Business Quant data, the 10 largest holders of Otter Tail at the end of Q2 2026 were BlackRock, Inc. (6.56Mn shares), Vanguard Portfolio Management LLC (3Mn shares), Vanguard Capital Management LLC (1.89Mn shares), State Street Corp (1.65Mn shares), LSV Asset Management (1.19Mn shares), Geode Capital Management, LLC (1.11Mn shares), Morgan Stanley (885.38K shares), Dimensional Fund Advisors LP (828.02K shares), Two Sigma Investments, LP (725.77K shares) and First Trust Advisors LP (637.04K shares).

Form 13F Holdings

365 Institutional Holders

Report period 30 Jun, 2026

Total shares held 29.40Mn

Of outstanding 70.02%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	6,557,596	15.62%	▲133,222	+2.07%	$590.05Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,996,322	7.14%	▲49,138	+1.67%	$269.61Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,891,243	4.50%	▲25,530	+1.37%	$170.17Mn
4	State Street Corp	0000093751	1,645,782	3.92%	▲76,434	+4.87%	$148.09Mn
5	LSV ASSET MANAGEMENT	0001050470	1,186,461	2.83%	▲143,548	+13.76%	$106.76K
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,112,886	2.65%	▲57,999	+5.50%	$100.16Mn
7	Morgan Stanley	0000895421	885,376	2.11%	▲230,942	+35.29%	$79.67Mn
8	DIMENSIONAL FUND ADVISORS LP	0000354204	828,016	1.97%	▲12,775	+1.57%	$74.50Mn
9	TWO SIGMA INVESTMENTS, LP	0001179392	725,769	1.73%	▲62,835	+9.48%	$65.30Mn
10	FIRST TRUST ADVISORS LP	0001125816	637,043	1.52%	▲30,539	+5.04%	$57.32Mn
11	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0000898286	539,873	1.29%	▼30,060	-5.27%	$48.58Mn
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	519,756	1.24%	▼4,365	-0.83%	$46.77Mn
13	GABELLI FUNDS LLC	0001081407	462,200	1.10%	▼5,000	-1.07%	$41.59Mn
14	Northern Trust Corp	0000073124	453,446	1.08%	▲21,434	+4.96%	$40.80Mn
15	D. E. Shaw & Co., Inc.	0001009207	447,021	1.06%	▲47,595	+11.92%	$40.22Mn
16	Bank of New York Mellon Corp	0001390777	358,275	0.85%	▲7,667	+2.19%	$32.24Mn
17	Jpmorgan Chase & Co	0000019617	315,978	0.75%	▼23,655	-6.96%	$28.25Mn
18	Bank Of America Corp /De/	0000070858	312,589	0.74%	▼23,894	-7.10%	$28.13Mn
19	VANGUARD FIDUCIARY TRUST CO	0000933478	278,778	0.66%	▲6,370	+2.34%	$25.08Mn
20	VICTORY CAPITAL MANAGEMENT INC	0001040188	276,060	0.66%	▲23,684	+9.38%	$24.84Mn

Showing 1 to 20 of 365 holders