Latest Period
Q2 2026
Security Snapshot
Otter Tail Corp - COMMON STOCK (OTTR) Institutional Ownership
CUSIP: 689648103
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
354
Shares (Excl. Options)
29,377,983
Price
$89.98
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- OTTR on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 29,377,983
- Total 13F value
- $2,643,245,931
- Portfolio coverage rank
- 0%
- Share change
- +209,395
- Value change
- +$19,709,220
- Number of holders
- 354
- Shares outstanding
- 42,121,431
- SEC-reported price per share
- $90.77
- Insider filing price
- $90.77
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
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.
- 354 institutions reported positions in Q2 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 346 to 354 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $2,565,237,902 to $2,643,245,931.
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
Open SEC evidence
Latest holder context comes from 354 institutions filings for Q2 2026.
Security key
689648103
Latest holder period
Q2 2026
13F holders
354
13D/G owners
2
CIK / CUSIP context first
Open Q2 2026 holders
OTTR full holder history
Otter Tail Corp SEC filings
Otter Tail Corp company facts
Otter Tail Corp insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 689648103:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
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 | |||
| STATE STREET CORP | 5.1% | $195,163,334 | 2,148,193 | STATE STREET CORPORATION | 30 Jun 2026 |
As of 30 Jun 2026, 354 institutional investors reported holding 29,377,983 shares of Otter Tail Corp - COMMON STOCK (OTTR). This represents 70% of the company’s total 42,121,431 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
56%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16% | 6,557,596 | +2.1% | 0.01% | $590,052,503 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.1% | 2,996,322 | +1.7% | 0.01% | $269,609,054 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.5% | 1,891,243 | +1.4% | 0% | $170,174,045 |
| STATE STREET CORP | 3.9% | 1,645,782 | +4.9% | 0% | $148,087,464 |
| LSV ASSET MANAGEMENT | 2.8% | 1,186,461 | +14% | 0.19% | $106,758,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.6% | 1,112,886 | +5.5% | 0.01% | $100,162,320 |
| MORGAN STANLEY | 2.1% | 885,376 | +35% | 0% | $79,666,249 |
| DIMENSIONAL FUND ADVISORS LP | 2% | 828,016 | +1.6% | 0.01% | $74,502,824 |
| TWO SIGMA INVESTMENTS, LP | 1.7% | 725,769 | +9.5% | 0.05% | $65,304,695 |
| FIRST TRUST ADVISORS LP | 1.5% | 637,043 | +5% | 0.03% | $57,321,128 |
| Caisse de depot et placement du Quebec | 1.3% | 539,873 | -5.3% | 0.07% | $48,577,773 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2% | 519,756 | -0.83% | 0.01% | $46,767,645 |
| GABELLI FUNDS LLC | 1.1% | 462,200 | -1.1% | 0.27% | $41,588,756 |
| NORTHERN TRUST CORP | 1.1% | 453,446 | +5% | 0% | $40,801,071 |
| D. E. Shaw & Co., Inc. | 1.1% | 447,021 | +12% | 0.02% | $40,222,950 |
| Bank of New York Mellon Corp | 0.85% | 358,275 | +2.2% | 0.01% | $32,237,627 |
| JPMORGAN CHASE & CO | 0.75% | 315,978 | -7% | 0% | $28,252,236 |
| BANK OF AMERICA CORP /DE/ | 0.74% | 312,589 | -7.1% | 0% | $28,126,765 |
| VANGUARD FIDUCIARY TRUST CO | 0.66% | 278,778 | +2.3% | 0.01% | $25,084,444 |
| VICTORY CAPITAL MANAGEMENT INC | 0.66% | 276,060 | +9.4% | 0.01% | $24,839,879 |
| Nuveen, LLC | 0.64% | 268,456 | +42% | 0.01% | $24,155,657 |
| GAMCO INVESTORS, INC. ET AL | 0.63% | 264,798 | -0% | 0.21% | $23,826,524 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.62% | 260,050 | +96% | 0% | $23,401,000 |
| GOLDMAN SACHS GROUP INC | 0.59% | 249,295 | -49% | 0% | $22,431,587 |
| PRINCIPAL FINANCIAL GROUP INC | 0.55% | 233,558 | +0.72% | 0.01% | $21,015,549 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 29,377,983 | $2,643,245,931 | +$19,709,220 | $89.98 | 354 |
| 2026 Q1 | 29,236,394 | $2,565,237,902 | +$88,114,916 | $87.77 | 346 |
| 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 |