OTTER TAIL CORP (OTTR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
341
Reporting holders
$2.6B
Reported value
67.9%
Of shares outstanding
0.1%
Held as options
+19
Holder change
Institutions report 28,520,229 shares against 41,985,580 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $590.1M | 6,557,596 | 0.01% | 8q | +2.1%+$12.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $269.6M | 2,996,322 | 0.01% | 2q | +1.7%+$4.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $170.2M | 1,891,243 | 0.00% | 2q | +1.4%+$2.3M |
| STATE STREET CORP | $148.1M | 1,645,782 | 0.00% | 31q | +4.9%+$6.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $100.2M | 1,112,886 | 0.01% | 31q | +5.5%+$5.2M |
| MORGAN STANLEY | $79.7M | 885,376 | 0.00% | 35q | +35.3%+$20.8M |
| DIMENSIONAL FUND ADVISORS LP | $74.5M | 828,016 | 0.01% | 31q | +1.6%+$1.1M |
| TWO SIGMA INVESTMENTS, LP | $65.3M | 725,769 | 0.05% | 12q | +9.5%+$5.7M |
| FIRST TRUST ADVISORS LP | $57.3M | 637,043 | 0.03% | 31q | +5.0%+$2.7M |
| Caisse de depot et placement du Quebec | $48.6M | 539,873 | 0.07% | 8q | -5.3%-$2.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $46.8M | 519,756 | 0.01% | 31q | -0.8%-$392.8K |
| Sixth Street Partners Management Company, L.P. | $46.8M | 519,756 | 0.01% | new | NEW |
| GABELLI FUNDS LLC | $41.6M | 462,200 | 0.27% | 31q | -1.1%-$449.9K |
| NORTHERN TRUST CORP | $40.8M | 453,446 | 0.00% | 31q | +5.0%+$1.9M |
| D. E. Shaw & Co., Inc. | $40.2M | 447,021 | 0.02% | 13q | +11.9%+$4.3M |
| Public Sector Pension Investment Board | $35.1M | 390,142 | 0.05% | 14q | +96.4%+$17.2M |
| Bank of New York Mellon Corp | $32.2M | 358,275 | 0.01% | 31q | +2.2%+$689.9K |
| JPMORGAN CHASE & CO | $28.3M | 315,978 | 0.00% | 31q | -7.0%-$2.1M |
| BANK OF AMERICA CORP /DE/ | $28.1M | 312,589 | 0.00% | 31q | -7.1%-$2.1M |
| VANGUARD FIDUCIARY TRUST CO | $25.1M | 278,778 | 0.01% | 2q | +2.3%+$573.2K |
| VICTORY CAPITAL MANAGEMENT INC | $24.8M | 276,060 | 0.01% | 31q | +9.4%+$2.1M |
| Nuveen, LLC | $24.2M | 268,456 | 0.01% | 6q | +41.9%+$7.1M |
| GAMCO INVESTORS, INC. ET AL | $23.8M | 264,798 | 0.21% | 31q | HELD |
| GOLDMAN SACHS GROUP INC | $22.4M | 249,295 | 0.00% | 31q | -48.6%-$21.2M |
| PRINCIPAL FINANCIAL GROUP INC | $21.0M | 233,558 | 0.01% | 19q | +0.7%+$150.2K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $18.9M | 210,546 | 0.03% | 6q | -38.4%-$11.8M |
| Invesco Ltd. | $18.0M | 199,684 | 0.00% | 31q | -11.3%-$2.3M |
| ROYAL BANK OF CANADA | $16.7M | 185,376 | 0.00% | 31q | +4.0%+$649.2K |
| FEDERATED HERMES, INC. | $15.7M | 174,664 | 0.02% | 29q | +4.2%+$638.8K |
| UBS Group AG | $12.2M | 135,671 | 0.00% | 31q | -13.3%-$1.9M |
| Bank & Trust Co | $10.8M | 119,641 | 6.79% | 9q | HELD |
| RHUMBLINE ADVISERS | $9.4M | 104,092 | 0.01% | 31q | +5.2%+$464.6K |
| US BANCORP \DE\ | $9.1M | 100,662 | 0.01% | 31q | -9.2%-$913.2K |
| WHITTIER TRUST CO | $8.9M | 98,904 | 0.09% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $8.8M | 97,439 | 0.00% | 31q | -49.1%-$8.5M |
| LPL Financial LLC | $8.6M | 95,971 | 0.00% | 31q | +64.2%+$3.4M |
| FRANKLIN RESOURCES INC | $8.1M | 90,522 | 0.00% | 20q | -19.2%-$1.9M |
| AMERICAN CENTURY COMPANIES INC | $7.8M | 86,785 | 0.00% | 20q | +36.7%+$2.1M |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $7.8M | 86,441 | 1.37% | new | NEW |
| Legal & General Group Plc | $7.7M | 85,285 | 0.00% | 31q | -9.3%-$791.1K |
| DENALI ADVISORS LLC | $7.7M | 85,102 | 0.77% | 7q | -5.3%-$432.5K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7.5M | 83,053 | 0.02% | 27q | +3.4%+$242.9K |
| ProShare Advisors LLC | $7.3M | 80,928 | 0.01% | 23q | +8.1%+$543.4K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $7.1M | 78,855 | 0.01% | 4q | -3.8%-$280.1K |
| Swiss National Bank | $6.8M | 75,800 | 0.00% | 31q | +1.9%+$126.0K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $6.8M | 75,539 | 0.01% | 6q | HELD |
| Phocas Financial Corp. | $6.5M | 72,681 | 0.91% | 22q | -5.0%-$342.1K |
| Qube Research & Technologies Ltd | $6.5M | 72,311 | 0.01% | 9q | -73.0%-$17.6M |
| MILLENNIUM MANAGEMENT LLC | $6.4M | 71,147 | 0.00% | 13q | -45.4%-$5.3M |
| NEW YORK STATE COMMON RETIREMENT FUND | $6.4M | 70,882 | 0.01% | 31q | +2.3%+$144.0K |
| PRUDENTIAL FINANCIAL INC | $6.2M | 68,569 | 0.01% | 31q | -1.5%-$94.5K |
| WELLS FARGO & COMPANY/MN | $6.1M | 67,333 | 0.00% | 31q | -30.6%-$2.7M |
| RAYMOND JAMES FINANCIAL INC | $5.4M | 59,697 | 0.00% | 7q | +39.7%+$1.5M |
| Connor, Clark & Lunn Investment Management Ltd. | $5.1M | 57,071 | 0.01% | 11q | +25.7%+$1.1M |
| Squarepoint Ops LLC | $5.0M | 55,880 | 0.01% | 7q | -9.3%-$517.1K |
| BNP PARIBAS FINANCIAL MARKETS | $4.9M | 54,910 | 0.00% | 31q | -11.6%-$651.3K |
| TUDOR INVESTMENT CORP ET AL | $4.7M | 52,639 | 0.01% | 10q | -38.7%-$3.0M |
| CITIGROUP INC | $4.5M | 50,314 | 0.00% | 31q | +45.9%+$1.4M |
| WHITTIER TRUST CO OF NEVADA INC | $4.5M | 49,054 | 0.08% | 31q | HELD |
| BARCLAYS PLC | $4.3M | 47,891 | 0.00% | 31q | +10.6%+$412.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.1M | 46,061 | 0.00% | 31q | -51.3%-$4.4M |
| Linden Thomas Advisory Services, LLC | $4.0M | 44,579 | 0.32% | 13q | +96.7%+$2.0M |
| ALLIANCEBERNSTEIN L.P. | $3.9M | 44,983 | 0.00% | 31q | +7.8%+$286.1K |
| MARTINGALE ASSET MANAGEMENT L P | $3.9M | 43,830 | 0.09% | 31q | +10.3%+$368.8K |
| DEUTSCHE BANK AG\ | $3.9M | 43,790 | 0.00% | 34q | +12.8%+$448.2K |
| Palisades Investment Partners, LLC | $3.9M | 43,583 | 1.12% | 9q | -1.8%-$70.7K |
| Vest Financial, LLC | $3.8M | 42,523 | 0.04% | 6q | +3.6%+$132.2K |
| CITADEL ADVISORS LLC | $3.7M | 36,053 | 0.00% | 31q | -29.6%-$1.6M |
| BENJAMIN EDWARDS INC | $3.6M | 40,275 | 0.03% | 4q | +2.7%+$94.1K |
| Louisiana State Employees Retirement System | $3.3M | 37,000 | 0.03% | 14q | +98.9%+$1.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.2M | 35,292 | 0.00% | 2q | +20.2%+$533.5K |
| FIRST MANHATTAN CO. LLC. | $3.0M | 33,349 | 0.01% | 31q | -1.3%-$40.7K |
| ROYCE & ASSOCIATES LP | $2.9M | 31,715 | 0.02% | 13q | +0.6%+$16.2K |
| Financial Engines Advisors L.L.C. | $2.8M | 31,490 | 0.01% | 9q | -1.4%-$39.1K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $2.8M | 31,200 | 0.00% | new | NEW |
| XTX Topco Ltd | $2.7M | 29,860 | 0.03% | 5q | -31.9%-$1.3M |
| AQR CAPITAL MANAGEMENT LLC | $2.6M | 29,182 | 0.00% | 31q | +32.4%+$642.9K |
| Inspire Investing, LLC | $2.6M | 28,393 | 0.10% | 4q | +2839200.0%+$2.6M |
| Cetera Investment Advisers | $2.5M | 28,242 | 0.00% | 10q | +57.9%+$932.0K |
| PDT Partners, LLC | $2.4M | 27,000 | 0.13% | 2q | +31.1%+$575.9K |
| Mariner, LLC | $2.4M | 26,469 | 0.00% | 14q | HELD |
| EXCHANGE TRADED CONCEPTS, LLC | $2.3M | 25,848 | 0.01% | 4q | +104.0%+$1.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 25,768 | 0.00% | 31q | -4.1%-$98.7K |
| JOHN G ULLMAN & ASSOCIATES INC | $2.3M | 25,450 | 0.28% | 8q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $2.1M | 23,310 | 0.00% | 5q | +252.6%+$1.5M |
| Advisors Asset Management, Inc. | $2.1M | 23,141 | 0.03% | 14q | +8.6%+$165.3K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $2.1M | 23,067 | 0.01% | 7q | -74.5%-$6.1M |
| MetLife Investment Management, LLC | $2.0M | 22,779 | 0.01% | 32q | +7.1%+$136.0K |
| OneAscent Financial Services LLC | $2.0M | 22,625 | 0.10% | 2q | -9.6%-$215.3K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2.0M | 22,029 | 0.00% | 31q | +5.4%+$101.7K |
| ALPS ADVISORS INC | $1.9M | 21,276 | 0.01% | 17q | +2.7%+$51.2K |
| Illinois Municipal Retirement Fund | $1.9M | 20,979 | 0.02% | 12q | HELD |
| Russell Investments Group, Ltd. | $1.8M | 20,315 | 0.00% | 14q | +494.9%+$1.5M |
| WINTON GROUP Ltd | $1.8M | 19,946 | 0.06% | 14q | +36.4%+$479.1K |
| State of New Jersey Common Pension Fund D | $1.8M | 19,771 | 0.01% | 21q | -23.9%-$557.7K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1.8M | 19,692 | 0.09% | new | NEW |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.8M | 19,564 | 0.00% | 31q | +9.2%+$149.0K |
| Quantinno Capital Management LP | $1.7M | 18,604 | 0.00% | 9q | +26.1%+$347.0K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.6M | 18,010 | 0.00% | 9q | HELD |
| Jupiter Topco LLC | $1.6M | 17,899 | 0.00% | new | FIRST |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G | STATE STREET CORPORATION | 5.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 341 | $2.6B | 28,520,229 | 49 | 124 | 79 | 0.1% |
| Q1 2026 | 322 | $2.4B | 27,902,547 | 24 | 124 | 80 | 0.1% |
| Q4 2025 | 327 | $2.2B | 27,420,858 | 35 | 95 | 99 | 0.1% |
| Q3 2025 | 315 | $2.3B | 28,336,479 | 29 | 98 | 92 | 0.1% |
| Q2 2025 | 312 | $2.1B | 27,237,445 | 39 | 90 | 107 | 0.1% |
| Q1 2025 | 304 | $2.2B | 27,141,741 | 39 | 99 | 91 | 0.1% |
| Q4 2024 | 292 | $2.0B | 27,136,992 | 28 | 109 | 76 | 0.1% |
| Q3 2024 | 290 | $2.0B | 25,756,579 | 36 | 99 | 78 | 0.1% |
| Q2 2024 | 285 | $2.1B | 24,297,317 | 42 | 98 | 60 | 0.1% |
| Q1 2024 | 263 | $2.2B | 24,976,906 | 33 | 66 | 88 | 0.1% |
| Q4 2023 | 260 | $2.2B | 25,340,553 | 29 | 76 | 73 | 0.3% |
| Q3 2023 | 238 | $1.9B | 24,273,965 | 26 | 59 | 83 | 0.6% |
| Q2 2023 | 227 | $2.0B | 24,649,825 | 25 | 66 | 70 | 0.5% |
| Q1 2023 | 215 | $1.7B | 24,092,694 | 40 | 71 | 52 | 0.1% |
| Q4 2022 | 192 | $982.3M | 16,519,189 | 26 | 61 | 56 | 1.3% |
| Q3 2022 | 263 | $1.3B | 20,449,517 | 39 | 89 | 67 | 0.7% |
| Q2 2022 | 246 | $1.3B | 19,872,874 | 40 | 68 | 74 | 0.2% |
| Q1 2022 | 231 | $1.2B | 19,585,102 | 37 | 74 | 59 | 0.1% |
| Q4 2021 | 224 | $1.4B | 19,457,944 | 36 | 61 | 61 | 0.2% |
| Q3 2021 | 200 | $1.1B | 19,484,520 | 35 | 53 | 55 | 0.0% |
| Q2 2021 | 172 | $936.0M | 19,162,632 | 20 | 57 | 43 | 0.1% |
| Q1 2021 | 175 | $888.6M | 19,218,174 | 17 | 57 | 51 | 0.1% |
| Q4 2020 | 177 | $821.0M | 19,248,441 | 26 | 57 | 42 | 0.1% |
| Q3 2020 | 162 | $688.7M | 19,017,953 | 15 | 49 | 47 | 0.0% |
| Q2 2020 | 170 | $734.0M | 18,903,397 | 25 | 47 | 52 | 0.0% |
| Q1 2020 | 174 | $817.4M | 18,381,458 | 25 | 47 | 49 | 0.0% |
| Q4 2019 | 175 | $961.3M | 18,738,890 | 15 | 57 | 47 | 0.0% |
| Q3 2019 | 183 | $959.9M | 17,848,742 | 22 | 61 | 43 | 0.1% |
| Q2 2019 | 174 | $931.1M | 17,586,524 | 20 | 53 | 45 | 0.3% |
| Q1 2019 | 178 | $867.7M | 17,409,600 | 16 | 54 | 43 | 0.0% |
| Q4 2018 | 178 | $885.0M | 17,819,344 | 2 | 2 | 4 | 0.1% |