Who Owns Otter Tail Corporation (OTTR)?Hedge Fund & Institutional Holders

$87.25+1.94 (+2.27%)UtilitiesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.83088352000126e+227T

% of Float Held

1.1530855396548574e+291%

QoQ Change in Holders

+13 / -0

Price History

$72.89$77.18$81.47$85.75$90.04Sep 24Jun 25Mar 26

OTTR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
LSV ASSET MANAGEMENTIncreased+368K+$29.5M
Bank of New York Mellon CorpNew Position+359K+$28.0M
PRINCIPAL FINANCIAL GROUP INCNew Position+200K+$16.1M
FEDERATED HERMES, INC.New Position+205K+$16.0M
WHITTIER TRUST CONew Position+90K+$7.4M
Buck Wealth Strategies, LLCNew Position+73K+$5.9M
NEW YORK STATE COMMON RETIREMENT FUNDNew Position+69K+$5.0M
Universal- Beteiligungs- und Servicegesellschaft mbHNew Position+56K+$4.5M
Vest Financial, LLCNew Position+54K+$4.4M
WHITTIER TRUST CO OF NEVADA INCNew Position+48K+$3.9M
HRT FINANCIAL LPIncreased+50K+$3.9M
Palisades Investment Partners, LLCNew Position+41K+$3.3M
BENJAMIN EDWARDS INCNew Position+38K+$3.1M
MUFG Securities EMEA plcNew Position+44K+$3.0M
JOHN G ULLMAN & ASSOCIATES INCNew Position+25K+$2.0M

OTTR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
VANGUARD GROUP INCDecreased-37K-$417.3B
STATE STREET CORPDecreased-4K-$128.2B
FIRST TRUST ADVISORS LPDecreased-654K-$120.0B
DIMENSIONAL FUND ADVISORS LPDecreased-8K-$70.3B
JPMORGAN CHASE & CODecreased-187K-$49.6B
CAISSE DE DEPOT ET PLACEMENT DU QUEBECDecreased-1K-$45.5B
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-9K-$44.3B
NORTHERN TRUST CORPDecreased-28K-$36.3B
BANK OF AMERICA CORP /DE/Decreased-52K-$30.9B
D. E. Shaw & Co., Inc.Decreased-12K-$21.3B
Invesco Ltd.Decreased-5K-$19.4B
Nuveen, LLCDecreased-2K-$12.6B
UBS Group AGDecreased-53K-$12.1B
TUDOR INVESTMENT CORP ET ALDecreased-66K-$11.6B
Bank & Trust CoDecreased-47-$10.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1VANGUARD GROUP INC4,740,606$383.1M0.01%Share
2BlackRock, Inc.4,357,828$352.0M0.01%Share
3STATE STREET CORP1,561,440$126.0M0.00%Share
4BlackRock, Inc.1,176,084$95.0M0.00%Share
5GEODE CAPITAL MANAGEMENT, LLC886,989$71.0M0.00%Share
6FIRST TRUST ADVISORS LP810,087$65.0M0.05%Share
7DIMENSIONAL FUND ADVISORS LP813,610$65.0M0.01%Share
8CAISSE DE DEPOT ET PLACEMENT DU QUEBEC554,733$44.0M0.07%Share
9LSV ASSET MANAGEMENT536,941$43.4M0.09%Share
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC532,691$43.0M0.01%Share
11GABELLI FUNDS LLC469,100$37.0M0.25%Share
12NORTHERN TRUST CORP375,816$30.0M0.00%Share
13ADAGE CAPITAL PARTNERS GP, L.L.C.344,149$27.0M0.04%Share
14BANK OF AMERICA CORP /DE/299,945$24.0M0.00%Share
15JPMORGAN CHASE & CO297,264$24.0M0.00%Share
16GAMCO INVESTORS, INC. ET AL272,350$22.0M0.21%Share
17VANGUARD GROUP INC266,301$21.5M0.00%Share
18BlackRock, Inc.266,214$21.0M0.00%Share
19TWO SIGMA INVESTMENTS, LP271,653$21.0M0.03%Share
20GOLDMAN SACHS GROUP INC244,578$19.0M0.00%Share
21Bank of New York Mellon Corp239,837$19.0M0.00%Share
22D. E. Shaw & Co., Inc.231,939$18.0M0.01%Share
23Qube Research & Technologies Ltd201,274$16.0M0.02%Share
24FEDERATED HERMES, INC.198,777$16.0M0.03%Share
25BlackRock, Inc.201,110$16.0M0.00%Share
26PRINCIPAL FINANCIAL GROUP INC197,921$16.0M0.01%Share
27Invesco Ltd.190,412$15.4M0.00%Share
28PUBLIC SECTOR PENSION INVESTMENT BOARD193,919$15.0M0.05%Share
29MARSHALL WACE, LLP173,429$14.0M0.01%Share
30TWO SIGMA ADVISERS, LP161,100$13.0M0.03%Share
31BlackRock, Inc.157,031$12.0M0.00%Share
32MILLENNIUM MANAGEMENT LLC146,518$11.0M0.00%Share
33VICTORY CAPITAL MANAGEMENT INC128,413$10.0M0.01%Share
34GEODE CAPITAL MANAGEMENT, LLC132,273$10.0M0.00%Share
35Bank & Trust Co122,016$9.9M6.96%Share
36BlackRock, Inc.115,264$9.0M0.00%Share
37VOLORIDGE INVESTMENT MANAGEMENT, LLC112,021$9.0M0.03%Share
38MORGAN STANLEY119,967$9.0M0.00%Share
39MORGAN STANLEY121,500$9.0M0.00%Share
40ROYAL BANK OF CANADA112,249$9.0M0.00%Share
41HRT FINANCIAL LP111,894$9.0M0.03%Share
42MORGAN STANLEY123,135$9.0M0.00%Share
43JANE STREET GROUP, LLC108,289$8.0M0.00%Share
44Phocas Financial Corp.97,678$7.9M1.05%Share
45WHITTIER TRUST CO87,682$7.2M0.08%Share
46DENALI ADVISORS LLC88,703$7.2M0.80%Share
47CITADEL ADVISORS LLC88,321$7.0M0.00%Share
48PRUDENTIAL FINANCIAL INC89,824$7.0M0.01%Share
49RHUMBLINE ADVISERS97,311$7.0M0.01%Share
50JPMORGAN CHASE & CO90,467$7.0M0.00%Share

OTTR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025348$2.2B+111
Q3 2025237$2.1T-64
Q2 2025301$1.6T-27
Q1 2025328$2.2T+37
Q4 2024291$8.3T+32
Q3 2024259$1545.9T+7
Q2 2024252$1147.3T+23
Q1 2024229$1109.8T—

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As of Q4 2025, 50 institutional investors hold OTTR (Otter Tail Corporation). The largest holder is VANGUARD GROUP INC with $383.1M in shares. This quarter, 13 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own OTTR?

As of Q4 2025, 50 institutional investors report holding OTTR (Otter Tail Corporation) in their 13F filings.

Who is the largest institutional holder of OTTR?

The largest institutional holder of OTTR is VANGUARD GROUP INC with $383.1M in shares.

Is institutional ownership of OTTR increasing or decreasing?

This quarter, 13 institutions opened new positions in OTTR and 0 closed their positions.