Security Snapshot

Otter Tail Corp - Common Stock (OTTR) Institutional Ownership

CUSIP: 689648103

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

344

Shares (Excl. Options)

29,236,298

Price

$87.77

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Security type / class
Equity / Common Stock
Symbol
OTTR on Nasdaq
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
29,236,298
Latest holder snapshot 5 signals
Total 13F value
$2,565,230,137
Portfolio coverage rank
0%
Share change
+962,127
Value change
+$88,114,828
Number of holders
344
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
41,972,524
SEC-reported price per share
$89.70
Insider filing price
$89.70
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • OTTR - Otter Tail Corp - Common Stock is tracked under CUSIP 689648103.
  • 344 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 355 to 344 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $2,289,661,636 to $2,565,230,137.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 344 institutions filings for Q1 2026.

Open SEC evidence

Security key

689648103

Latest holder period

Q1 2026

13F holders

344

13D/G owners

1

CIK / CUSIP context first

Open Q1 2026 holders OTTR full holder history Otter Tail Corp SEC filings Otter Tail Corp company facts Otter Tail Corp insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
OTTR
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD CAPITAL MANAGEMENT LLC 5.2% $192,045,452 2,178,374 Vanguard Capital Management 31 Mar 2026

As of 31 Mar 2026, 344 institutional investors reported holding 29,236,298 shares of Otter Tail Corp - Common Stock (OTTR). This represents 70% of the company’s total 41,972,524 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
55%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 15% 6,424,374 +0.52% 0.01% $563,867,321
VANGUARD PORTFOLIO MANAGEMENT LLC 7% 2,947,184 0% 0.01% $258,674,340
VANGUARD CAPITAL MANAGEMENT LLC 4.4% 1,865,713 0% 0% $163,753,630
STATE STREET CORP 3.7% 1,569,348 +0.51% 0% $137,741,674
GEODE CAPITAL MANAGEMENT, LLC 2.5% 1,054,887 +3.5% 0.01% $92,610,086
LSV ASSET MANAGEMENT 2.5% 1,042,913 +94% 0.2% $91,536,000
DIMENSIONAL FUND ADVISORS LP 1.9% 815,241 -4.2% 0.01% $71,550,046
TWO SIGMA INVESTMENTS, LP 1.6% 662,934 +144% 0.05% $58,185,717
MORGAN STANLEY 1.6% 654,434 +16% 0% $57,439,727
FIRST TRUST ADVISORS LP 1.4% 606,504 -25% 0.04% $53,232,855
Caisse de depot et placement du Quebec 1.4% 569,933 +2.7% 0.08% $50,023,019
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 524,121 -1.6% 0.01% $46,002,100
GOLDMAN SACHS GROUP INC 1.2% 485,351 +47% 0.01% $42,599,279
GABELLI FUNDS LLC 1.1% 467,200 -0.41% 0.28% $41,006,144
NORTHERN TRUST CORP 1% 432,012 +4.2% 0.01% $37,917,693
D. E. Shaw & Co., Inc. 0.95% 399,426 +61% 0.03% $35,057,620
Bank of New York Mellon Corp 0.84% 350,608 -2.2% 0.01% $30,772,864
ADAGE CAPITAL PARTNERS GP, L.L.C. 0.81% 342,000 -0.62% 0.05% $30,017,340
JPMORGAN CHASE & CO 0.81% 339,633 -19% 0% $29,116,754
BANK OF AMERICA CORP /DE/ 0.8% 336,483 +3.5% 0% $29,533,130
VANGUARD FIDUCIARY TRUST CO 0.65% 272,408 0% 0.01% $23,909,250
Qube Research & Technologies Ltd 0.64% 267,854 +33% 0.03% $23,509,546
GAMCO INVESTORS, INC. ET AL 0.63% 264,800 -2.8% 0.23% $23,241,496
VICTORY CAPITAL MANAGEMENT INC 0.6% 252,376 +97% 0.01% $22,151,042
PRINCIPAL FINANCIAL GROUP INC 0.55% 231,889 +16% 0.01% $20,352,898

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 29,236,298 $2,565,230,137 +$88,114,828 $87.77 344
2025 Q4 28,329,547 $2,289,661,636 +$7,542,776 $80.81 355
2025 Q3 28,219,331 $2,312,749,367 +$55,804,104 $81.97 342
2025 Q2 27,606,042 $2,128,559,606 +$6,994,695 $77.09 342
2025 Q1 27,469,349 $2,207,738,730 +$163,859 $80.37 332
2024 Q4 27,486,342 $2,030,000,840 +$88,360,531 $73.84 324
2024 Q3 26,252,887 $2,051,980,511 +$110,879,951 $78.16 326
2024 Q2 24,698,791 $2,163,460,281 -$4,207,387 $87.59 315
2024 Q1 24,577,474 $2,122,613,069 -$70,638,732 $86.40 300
2023 Q4 25,384,290 $2,156,954,097 +$44,197,960 $84.97 293
2023 Q3 24,887,279 $1,889,456,745 -$28,027,241 $75.92 273
2023 Q2 25,226,518 $1,991,653,397 -$10,836,021 $78.96 259
2023 Q1 25,345,943 $1,831,744,241 +$376,418,594 $72.27 251
2022 Q4 20,322,278 $1,193,142,949 -$9,512,965 $58.71 245
2022 Q3 20,461,829 $1,258,860,992 +$30,559,681 $61.52 254
2022 Q2 19,839,032 $1,331,853,972 +$34,070,360 $67.13 236
2022 Q1 19,583,495 $1,223,205,252 +$6,319,690 $62.50 222
2021 Q4 19,381,169 $1,383,903,829 -$11,546,065 $71.42 217
2021 Q3 19,484,439 $1,090,583,233 +$20,715,917 $55.97 195
2021 Q2 19,161,936 $935,240,133 -$1,541,831 $48.81 165
2021 Q1 19,213,739 $887,351,176 -$827,672 $46.17 171
2020 Q4 19,220,577 $819,195,133 +$10,362,008 $42.61 174
2020 Q3 18,980,733 $686,568,149 +$1,496,713 $36.17 159
2020 Q2 18,863,204 $731,695,429 +$25,177,855 $38.79 166
2020 Q1 18,246,681 $811,452,193 +$1,884,947 $44.46 173
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