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Security record

OTTR

Otter Tail Corporation · Industrials · Conglomerates

87.46 -1.0% mkt cap $3.67B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
107Tracked holders
0Δ holders
22.25MShares held
$2.00BReported value
+4New positions
−6Exits
Stable Conviction score 39/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.2% · net new positions -1.9% — formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 107 0 22.25M $2.00B +4 −6
Q1 2026 112 +1 22.38M $1.96B +4 −3
Q4 2025 110 +1 24.71M $2.00B +2 −1
Q3 2025 19 0 17.52M $1.44B +1 −1
Q2 2025 16 0 15.68M $1.21B +2 −2
Q1 2025 13 +1 3.83M $308.22M +2 −1
Q4 2024 12 -1 3.83M $282.98M — −1
Q3 2024 12 +1 2.14M $167.05M +2 −1
Q2 2024 11 — 1.57M $137.40M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 6.56M +2.1% $590.05M 0.0% ▲ Add 5 SEC ↗ ×13
2 Vanguard Capital Management Llc 1.89M +1.4% $170.17M 0.0% ▲ Add 2 SEC ↗
3 State Street Global Advisors ✦ (passive) 1.65M +4.9% $148.09M 0.0% ▲ Add 7 SEC ↗
4 Geode Capital Management ✦ (passive) 1.11M +5.5% $100.16M 0.0% ▲ Add 9 SEC ↗ ×2
5 Morgan Stanley ✦ 885.38K +35.3% $79.67M 0.0% ▲ Add 4 SEC ↗ ×8
6 Dimensional Fund Advisors Lp 828.02K +1.6% $74.50M 0.0% ▲ Add 3 SEC ↗ ×5
7 Two Sigma Investments ✦ 725.77K +9.5% $65.30M 0.1% ▲ Add 9 SEC ↗
8 First Trust Advisors Lp 637.04K +5.0% $57.32M 0.0% ▲ Add 3 SEC ↗ ×2
9 Caisse De Depot Et Placement Du… 539.87K -5.3% $48.58M 0.1% ▼ Trim 3 SEC ↗
10 Charles Schwab Investment… 519.76K -0.8% $46.77M 0.0% ▼ Trim 3 SEC ↗
11 Northern Trust Corp 453.45K +5.0% $40.80M 0.0% ▲ Add 3 SEC ↗ ×5
12 D. E. Shaw & Co. ✦ 447.02K +11.9% $40.22M 0.0% ▲ Add 9 SEC ↗ ×2
13 Bank of New York Mellon Corp 358.27K +2.2% $32.24M 0.0% ▲ Add 3 SEC ↗ ×8
14 JPMorgan Chase ✦ 315.98K -7.0% $28.25M 0.0% ▼ Trim 4 SEC ↗ ×6
15 Bank Of America Corp /De/ 312.59K -7.1% $28.13M 0.0% ▼ Trim 3 SEC ↗ ×4
16 Victory Capital Management Inc 276.06K +9.4% $24.84M 0.0% ▲ Add 3 SEC ↗
17 Nuveen, LLC 268.46K +41.9% $24.16M 0.0% ▲ Add 3 SEC ↗ ×4
18 GAMCO Investors ✦ 264.80K 0.0% $23.83M 0.2% ▼ Trim 9 SEC ↗
19 T. Rowe Price ✦ 260.05K +96.3% $23.40M 0.0% ▲ Add 9 SEC ↗ ×2
20 Goldman Sachs Group ✦ 249.29K -48.6% $22.43M 0.0% ▼ Trim 4 SEC ↗ ×2
21 Principal Financial Group Inc 233.56K +0.7% $21.02M 0.0% ▲ Add 3 SEC ↗ ×2
22 Adage Capital Partners ✦ 210.55K -38.4% $18.94M 0.0% ▼ Trim 6 SEC ↗
23 Invesco Ltd. 199.68K -11.3% $17.97M 0.0% ▼ Trim 3 SEC ↗ ×6
24 Royal Bank Of Canada 185.38K +4.0% $16.68M 0.0% ▲ Add 3 SEC ↗ ×6
25 Federated Hermes, Inc. 174.66K +4.2% $15.72M 0.0% ▲ Add 3 SEC ↗ ×3
26 UBS Group AG 135.67K -13.3% $12.21M 0.0% ▼ Trim 3 SEC ↗ ×3
27 Rhumbline Advisers 104.09K +5.2% $9.37M 0.0% ▲ Add 3 SEC ↗
28 Us Bancorp \De\ 100.66K -9.2% $9.06M 0.0% ▼ Trim 3 SEC ↗ ×2
29 Ameriprise Financial Inc 97.44K +1.8% $8.77M 0.0% ▲ Add 3 SEC ↗ ×2
30 LPL Financial LLC 95.97K +64.2% $8.64M 0.0% ▲ Add 3 SEC ↗
31 Franklin Resources Inc 90.52K -19.2% $8.15M 0.0% ▼ Trim 3 SEC ↗ ×6
32 American Century Companies Inc 86.78K +36.7% $7.81M 0.0% ▲ Add 3 SEC ↗
33 Legal & General Group Plc 85.28K -9.3% $7.67M 0.0% ▼ Trim 3 SEC ↗ ×2
34 Hotchkis & Wiley Capital Management… 83.05K +3.4% $7.47M 0.0% ▲ Add 3 SEC ↗
35 ProShare Advisors LLC 80.93K +8.1% $7.28M 0.0% ▲ Add 3 SEC ↗
36 Healthcare Of Ontario Pension Plan… 78.86K -3.8% $7.10M 0.0% ▼ Trim 3 SEC ↗
37 Swiss National Bank 75.80K +1.9% $6.82M 0.0% ▲ Add 3 SEC ↗
38 Universal- Beteiligungs- und… 75.54K -0.1% $6.80M 0.0% ▼ Trim 3 SEC ↗
39 Qube Research & Technologies Ltd 72.31K -73.0% $6.51M 0.0% ▼ Trim 3 SEC ↗
40 Millennium Management ✦ 71.15K -45.4% $6.40M 0.0% ▼ Trim 9 SEC ↗
41 New York State Common Retirement… 70.88K +2.3% $6.38M 0.0% ▲ Add 3 SEC ↗
42 Prudential Financial Inc 68.57K -1.5% $6.17M 0.0% ▼ Trim 3 SEC ↗
43 Wells Fargo & Company/Mn 67.33K +38.9% $6.06M 0.0% ▲ Add 3 SEC ↗ ×4
44 Raymond James Financial Inc 59.70K +39.7% $5.37M 0.0% ▲ Add 3 SEC ↗ ×2
45 Connor, Clark & Lunn Investment… 57.07K +25.7% $5.14M 0.0% ▲ Add 3 SEC ↗
46 Squarepoint Ops LLC 55.88K -9.3% $5.03M 0.0% ▼ Trim 3 SEC ↗
47 Bnp Paribas Financial Markets 54.91K -11.7% $4.94M 0.0% ▼ Trim 3 SEC ↗
48 Tudor Investment Corp Et Al 52.64K -38.7% $4.74M 0.0% ▼ Trim 3 SEC ↗
49 Citigroup Inc 50.31K +45.9% $4.53M 0.0% ▲ Add 3 SEC ↗ ×3
50 Barclays Plc 47.89K +10.6% $4.31M 0.0% ▲ Add 3 SEC ↗ ×3
51 UBS AM, a distinct business unit of… 46.06K -51.3% $4.14M 0.0% ▼ Trim 3 SEC ↗ ×6
52 Alliancebernstein L.P. 44.98K +7.8% $3.95M 0.0% ▲ Add 3 SEC ↗
53 Deutsche Bank Ag\ 43.79K +12.8% $3.94M 0.0% ▲ Add 3 SEC ↗ ×2
54 Citadel Advisors ✦ 36.05K -29.6% $3.24M 0.0% ▼ Trim 9 SEC ↗ ×2
55 First Manhattan Co. Llc. 33.35K -1.3% $3.00M 0.0% ▼ Trim 3 SEC ↗
56 Financial Engines Advisors L.L.C. 31.49K -1.4% $2.83M 0.0% ▼ Trim 3 SEC ↗
57 Nomura Asset Management… 31.20K New $2.81M 0.0% New 1 SEC ↗
58 AQR Capital Management ✦ 29.18K +32.4% $2.63M 0.0% ▲ Add 9 SEC ↗ ×5
59 Cetera Investment Advisers 28.24K +57.9% $2.54M 0.0% ▲ Add 3 SEC ↗
60 Mariner, LLC 26.47K +0.5% $2.38M 0.0% ▲ Add 3 SEC ↗
61 Commonwealth Equity Services, Llc 25.77K -4.1% $2.32M 0.0% ▼ Trim 3 SEC ↗
62 Renaissance Technologies ✦ 23.31K +252.7% $2.10M 0.0% ▲ Add 5 SEC ↗
63 State Board Of Administration Of… 22.03K +5.4% $1.98M 0.0% ▲ Add 3 SEC ↗
64 Russell Investments Group, Ltd. 20.32K +494.9% $1.83M 0.0% ▲ Add 3 SEC ↗ ×2
65 Manufacturers Life Insurance… 19.56K +9.2% $1.76M 0.0% ▲ Add 3 SEC ↗
66 Quantinno Capital Management LP 18.60K +26.1% $1.67M 0.0% ▲ Add 3 SEC ↗
67 MIRAE ASSET GLOBAL ETFS HOLDINGS… 18.01K -0.5% $1.62M 0.0% ▼ Trim 3 SEC ↗
68 Fifth Third Bancorp 17.70K -0.7% $1.59M 0.0% ▼ Trim 3 SEC ↗
69 Capstone Investment Advisors, Llc 16.81K +50.9% $1.51M 0.0% ▲ Add 3 SEC ↗
70 Wealth Enhancement Advisory… 16.66K +5.2% $1.48M 0.0% ▲ Add 3 SEC ↗
71 Holocene Advisors, LP 15.63K +213.9% $1.41M 0.0% ▲ Add 2 SEC ↗
72 Zurcher Kantonalbank (Zurich… 15.01K 0.0% $1.35M 0.0% Held 3 SEC ↗
73 Osaic Holdings, Inc. 14.49K -25.6% $1.31M 0.0% ▼ Trim 3 SEC ↗ ×2
74 Man Group plc 14.47K -74.1% $1.30M 0.0% ▼ Trim 3 SEC ↗
75 Focus Partners Wealth 12.15K +14.6% $1.09M 0.0% ▲ Add 3 SEC ↗
76 Jones Financial Companies Lllp 11.87K +76.6% $1.08M 0.0% ▲ Add 3 SEC ↗ ×2
77 Voya Investment Management Llc 9.88K +8.3% $888,732 0.0% ▲ Add 3 SEC ↗
78 Bank Of Montreal /Can/ 8.84K +0.6% $794,973 0.0% ▲ Add 3 SEC ↗ ×3
79 Mml Investors Services, Llc 8.80K +23.0% $791,782 0.0% ▲ Add 3 SEC ↗
80 Sei Investments Co 8.62K -22.0% $775,451 0.0% ▼ Trim 3 SEC ↗ ×2
81 Bridgewater Associates ✦ 8.55K -43.8% $769,239 0.0% ▼ Trim 2 SEC ↗
82 Fidelity (FMR) ✦ 8.30K +4.2% $746,696 0.0% ▲ Add 5 SEC ↗ ×2
83 Allspring Global Investments… 7.82K +4.3% $701,051 0.0% ▲ Add 3 SEC ↗ ×2
84 Creative Planning 7.60K +8.2% $683,462 0.0% ▲ Add 3 SEC ↗ ×2
85 Envestnet Asset Management Inc 7.50K +43.6% $675,294 0.0% ▲ Add 3 SEC ↗
86 Pictet Asset Management Holding SA 7.08K 0.0% $637,058 0.0% Held 3 SEC ↗
87 CIBC Bancorp USA Inc. 6.21K +4.7% $559,225 0.0% ▲ Add 2 SEC ↗ ×3
88 Lido Advisors, LLC 6.20K +14.5% $558,174 0.0% ▲ Add 3 SEC ↗ ×2
89 Pnc Financial Services Group, Inc. 5.40K +0.3% $486,162 0.0% ▲ Add 3 SEC ↗ ×6
90 State Of Wisconsin Investment Board 5.06K -65.7% $455,209 0.0% ▼ Trim 3 SEC ↗
91 Susquehanna International Group, Llp 5.04K -74.9% $453,769 0.0% ▼ Trim 3 SEC ↗
92 Mercer Global Advisors Inc /Adv 4.54K +7.4% $408,451 0.0% ▲ Add 3 SEC ↗
93 Gotham Asset Management ✦ 4.01K -18.5% $360,550 0.0% ▼ Trim 3 SEC ↗
94 Captrust Financial Advisors 3.97K +8.2% $356,951 0.0% ▲ Add 3 SEC ↗
95 Tidal Investments LLC 3.68K New $330,766 0.0% New 1 SEC ↗
96 Corient Private Wealth LP 3.28K +34.5% $294,709 0.0% ▲ Add 2 SEC ↗
97 Mitsubishi UFJ Trust & Banking Corp 3.06K 0.0% $274,979 0.0% Held 3 SEC ↗
98 CIBC Asset Management Inc 2.80K 0.0% $251,584 0.0% Held 3 SEC ↗
99 Neuberger Berman Group LLC 2.67K +8.5% $240,077 0.0% ▲ Add 2 SEC ↗ ×2
100 Stifel Financial Corp 2.65K +1.2% $238,627 0.0% ▲ Add 3 SEC ↗ ×2

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Jane Street Group, Llc $10.31M was 0.0%
Marshall Wace $8.35M was 0.0%
Hrt Financial Lp $6.93M was 0.0%
HighTower Advisors, LLC $886,773 was 0.0%
Amundi $721,206 was 0.0%
Nomura Asset Management Co Ltd $19,309 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 342 holders, 28.89M shares, $2.41B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 11 KNUTSON PAUL L

Officer · 475 sh · $44,949

Aug 10 KNUTSON PAUL L

Officer · 250 sh · $23,210

Aug 07 KNUTSON PAUL L

Officer · 3.50K sh · $325,885

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 07 SC 13G — STATE STREET CORP

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API