Security key
689648103
- Type / Class
- Equity / COM
- Total 13F shares
- 27,606,042
- Share change
- +99,018
- Total reported value
- $2,128,559,606
- Put/Call ratio
- 60%
- Price per share
- $77.09
- Number of holders
- 342
- Value change
- +$6,994,695
- Number of buys
- 151
- Number of sells
- 157
Report period
Q2 2025
Institutions
342
Top holders
10
OTTR full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
Otter Tail Corp SEC filings
Otter Tail Corp company facts
Broader feeds
Reporting periods
Holder history for CUSIP 689648103
Recent filing periods:
Top shareholders of OTTR - Otter Tail Corp - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
|
Company |
—
class O/S missing
|
6,681,719
|
$537,009,769 | — | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
5,173,233
|
$415,772,737 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
1,603,418
|
$128,866,705 | — | 31 Mar 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
1,254,287
|
$100,807,052 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
1,025,465
|
$82,435,711 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
912,069
|
$73,302,489 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
551,338
|
$44,311,035 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
495,050
|
$39,787,168 | — | 31 Mar 2025 | |
| GABELLI FUNDS LLC |
13F
|
Company |
—
class O/S missing
|
470,700
|
$37,830,159 | — | 31 Mar 2025 | |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
13F
|
Company |
—
class O/S missing
|
406,321
|
$32,656,019 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
399,498
|
$32,107,735 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
392,368
|
$31,534,635 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
319,907
|
$25,710,925 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
310,914
|
$24,988,145 | — | 31 Mar 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
310,207
|
$24,931,337 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
283,744
|
$22,804,507 | — | 31 Mar 2025 | |
| GAMCO INVESTORS, INC. ET AL |
13F
|
Company |
—
class O/S missing
|
273,192
|
$21,956,441 | — | 31 Mar 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
—
class O/S missing
|
231,561
|
$18,610,557 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
231,025
|
$18,567,479 | — | 31 Mar 2025 | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. |
13F
|
Company |
—
class O/S missing
|
220,000
|
$17,681,400 | — | 31 Mar 2025 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
—
class O/S missing
|
181,440
|
$14,582,358 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
178,188
|
$14,320,970 | — | 31 Mar 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
—
class O/S missing
|
176,090
|
$14,152,353 | — | 31 Mar 2025 | |
| Nuveen, LLC |
13F
|
Company |
—
class O/S missing
|
164,446
|
$13,216,525 | — | 31 Mar 2025 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
144,489
|
$11,612,596 | — | 31 Mar 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
—
class O/S missing
|
132,669
|
$10,662,608 | — | 31 Mar 2025 | |
| Kevin G. Moug |
3/4/5
|
CFO & Sr VP |
—
mixed-class rows
|
121,969
mixed-class rows
|
$10,418,627 | — | 31 Dec 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
125,876
|
$10,116,650 | — | 31 Mar 2025 | |
| Bank & Trust Co |
13F
|
Company |
—
class O/S missing
|
123,472
|
$9,923,445 | — | 31 Mar 2025 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
118,245
|
$9,503,351 | — | 31 Mar 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
117,863
|
$9,472,649 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
116,479
|
$9,361,000 | — | 31 Mar 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
—
class O/S missing
|
108,160
|
$8,692,798 | — | 31 Mar 2025 | |
| Legal & General Group Plc |
13F
|
Company |
—
class O/S missing
|
106,327
|
$8,545,501 | — | 31 Mar 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
—
class O/S missing
|
100,876
|
$8,107,404 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
100,289
|
$8,060,227 | — | 31 Mar 2025 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
—
class O/S missing
|
99,819
|
$8,022,453 | — | 31 Mar 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
—
class O/S missing
|
99,494
|
$7,996,333 | — | 31 Mar 2025 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
98,499
|
$7,916,365 | — | 31 Mar 2025 | |
| ProShare Advisors LLC |
13F
|
Company |
—
class O/S missing
|
96,948
|
$7,791,711 | — | 31 Mar 2025 | |
| Phocas Financial Corp. |
13F
|
Company |
—
class O/S missing
|
95,905
|
$7,707,885 | — | 31 Mar 2025 | |
| PRUDENTIAL FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
88,253
|
$7,092,894 | — | 31 Mar 2025 | |
| WHITTIER TRUST CO |
13F
|
Company |
—
class O/S missing
|
86,407
|
$6,944,317 | — | 31 Mar 2025 | |
| Trexquant Investment LP |
13F
|
Company |
—
class O/S missing
|
85,388
|
$6,862,634 | — | 31 Mar 2025 | |
| Swiss National Bank |
13F
|
Company |
—
class O/S missing
|
73,000
|
$5,867,010 | — | 31 Mar 2025 | |
| Schonfeld Strategic Advisors LLC |
13F
|
Company |
—
class O/S missing
|
70,966
|
$5,703,536 | — | 31 Mar 2025 | |
| DENALI ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
67,959
|
$5,461,865 | — | 31 Mar 2025 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
—
class O/S missing
|
64,183
|
$5,158,388 | — | 31 Mar 2025 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
60,575
|
$4,868,381 | — | 31 Mar 2025 | |
| CITIGROUP INC |
13F
|
Company |
—
class O/S missing
|
59,665
|
$4,795,275 | — | 31 Mar 2025 |
Institutional Holders of Otter Tail Corp - COM (OTTR) as of Q2 2025
As of 30 Jun 2025,
Otter Tail Corp - COM (OTTR) was held by
342 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
27,606,042 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, STATE STREET CORP, FIRST TRUST ADVISORS LP, GEODE CAPITAL MANAGEMENT, LLC, DIMENSIONAL FUND ADVISORS LP, Caisse de depot et placement du Quebec, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, MILLENNIUM MANAGEMENT LLC, and GABELLI FUNDS LLC.
This page lists
344
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
332
Q2 2025 holders
342
Holder diff
10
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.