Security record · archived quarter
OTTR
Otter Tail Corporation · Industrials · Conglomerates
110Tracked holders
+1Δ holders
24.71MShares held
$2.00BReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +0.9% ·
share flow -1.9% ·
net new positions +0.9%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 18.28K | $1.61M | n/a | −1 |
| 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 | n/a | −1 |
| Q3 2024 | 12 | +1 | 2.14M | $167.05M | +2 | −1 |
| Q2 2024 | 11 | n/a | 1.57M | $137.40M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 6.39M | +0.5% | $516.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 2 | The Vanguard Group ✦ (passive) | 5.06M | -0.7% | $408.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 1.56M | -0.2% | $126.18M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 1.02M | +0.4% | $82.38M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 5 | Dimensional Fund Advisors Lp | 850.73K | n/a | $68.75M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 6 | First Trust Advisors Lp | 810.64K | n/a | $65.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 562.29K | +5.8% | $45.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 8 | Caisse De Depot Et Placement Du… | 554.73K | n/a | $44.83M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Charles Schwab Investment… | 532.69K | n/a | $43.05M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 418.93K | -65.4% | $33.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 11 | Northern Trust Corp | 414.78K | n/a | $33.52M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 12 | Bank of New York Mellon Corp | 358.58K | n/a | $28.98M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 13 | Adage Capital Partners ✦ | 344.15K | +108.6% | $27.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 329.16K | +2.0% | $26.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Bank Of America Corp /De/ | 325.12K | n/a | $26.27M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 16 | GAMCO Investors ✦ | 272.35K | 0.0% | $22.01M | 0.2% | Held | 7 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 271.65K | +97.4% | $21.95M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 248.24K | -4.5% | $20.06M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 19 | Invesco Ltd. | 231.18K | n/a | $18.68M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 20 | Federated Hermes, Inc. | 205.35K | n/a | $16.59M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Qube Research & Technologies Ltd | 201.27K | n/a | $16.26M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Principal Financial Group Inc | 199.62K | n/a | $16.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Marshall Wace ✦ | 173.43K | +13.7% | $14.01M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 24 | Nuveen, LLC | 152.02K | n/a | $12.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Millennium Management ✦ | 146.52K | +12.5% | $11.84M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 26 | Jane Street Group, Llc | 139.14K | n/a | $11.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Royal Bank Of Canada | 136.24K | n/a | $11.01M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 28 | Victory Capital Management Inc | 128.41K | n/a | $10.38M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 115.21K | -3.0% | $9.31M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 30 | Hrt Financial Lp | 111.89K | n/a | $9.04M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Legal & General Group Plc | 103.33K | n/a | $8.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | Ameriprise Financial Inc | 98.49K | n/a | $7.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Rhumbline Advisers | 97.31K | n/a | $7.86M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | UBS Group AG | 95.59K | n/a | $7.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 35 | UBS AM, a distinct business unit of… | 93.30K | n/a | $7.54M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 36 | Prudential Financial Inc | 92.52K | n/a | $7.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Squarepoint Ops LLC | 83.93K | n/a | $6.78M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Hotchkis & Wiley Capital Management… | 83.57K | n/a | $6.75M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | ProShare Advisors LLC | 79.64K | n/a | $6.44M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 77.73K | n/a | $6.28M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 41 | Bnp Paribas Financial Markets | 76.77K | n/a | $6.20M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Tudor Investment Corp Et Al | 75.00K | n/a | $6.06M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Swiss National Bank | 74.40K | n/a | $6.01M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | New York State Common Retirement… | 69.28K | n/a | $5.60M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Barclays Plc | 65.90K | n/a | $5.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | LPL Financial LLC | 64.05K | n/a | $5.18M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Healthcare Of Ontario Pension Plan… | 62.92K | n/a | $5.08M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Universal- Beteiligungs- und… | 56.23K | n/a | $4.55M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Man Group plc | 47.32K | n/a | $3.82M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Alliancebernstein L.P. | 45.89K | n/a | $3.71M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | T. Rowe Price ✦ | 44.54K | +4.2% | $3.60M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 52 | Raymond James Financial Inc | 42.65K | n/a | $3.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | American Century Companies Inc | 39.92K | n/a | $3.23M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Citigroup Inc | 38.46K | n/a | $3.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 55 | First Manhattan Co. Llc. | 38.21K | n/a | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Franklin Resources Inc | 36.99K | n/a | $2.99M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 57 | Us Bancorp \De\ | 36.73K | n/a | $2.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 58 | California State Teachers… | 35.75K | n/a | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Wellington Management ✦ | 35.03K | New | $2.83M | 0.0% | New | 1 | SEC ↗ |
| 60 | Deutsche Bank Ag\ | 35.02K | n/a | $2.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 61 | Osaic Holdings, Inc. | 34.48K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 62 | Connor, Clark & Lunn Investment… | 31.91K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Financial Engines Advisors L.L.C. | 30.59K | n/a | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Mariner, LLC | 25.55K | n/a | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Commonwealth Equity Services, Llc | 23.68K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Capstone Investment Advisors, Llc | 22.95K | n/a | $1.85M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | State Of Wisconsin Investment Board | 22.40K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Manufacturers Life Insurance… | 18.47K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 17.90K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Wealth Enhancement Advisory… | 17.56K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Cetera Investment Advisers | 16.58K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | AQR Capital Management ✦ | 15.93K | +9.3% | $1.29M | 0.0% | ▲ Add | 7 | SEC ↗ ×5 |
| 73 | Janus Henderson Group Plc | 15.54K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Balyasny Asset Management L.P. | 15.31K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | State Board Of Administration Of… | 13.50K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Renaissance Technologies ✦ | 13.30K | -87.7% | $1.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Zurcher Kantonalbank (Zurich… | 12.18K | n/a | $984,347 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Susquehanna International Group, Llp | 12.18K | n/a | $983,862 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Allspring Global Investments… | 11.13K | n/a | $906,212 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 80 | Quantinno Capital Management LP | 10.47K | n/a | $846,095 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Focus Partners Wealth | 10.19K | n/a | $823,328 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | HighTower Advisors, LLC | 9.84K | n/a | $795,280 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Voya Investment Management Llc | 9.32K | n/a | $753,149 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Cwm, Llc | 8.44K | n/a | $682,000 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Bank Of Montreal /Can/ | 8.43K | n/a | $681,308 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 86 | Mml Investors Services, Llc | 8.33K | n/a | $673,264 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Fidelity (FMR) ✦ | 7.83K | +23.3% | $633,137 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 88 | Gotham Asset Management ✦ | 6.69K | New | $540,538 | 0.0% | New | 1 | SEC ↗ |
| 89 | Jones Financial Companies Lllp | 6.64K | n/a | $536,343 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 90 | Pictet Asset Management Holding SA | 6.47K | n/a | $522,517 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Creative Planning | 6.05K | n/a | $488,755 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Sei Investments Co | 5.92K | n/a | $478,702 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 93 | Amundi | 5.59K | n/a | $451,405 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Pnc Financial Services Group, Inc. | 5.39K | n/a | $435,808 | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 95 | Lido Advisors, LLC | 4.74K | n/a | $387,352 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 96 | Russell Investments Group, Ltd. | 3.60K | n/a | $290,512 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 97 | Mitsubishi UFJ Trust & Banking Corp | 3.53K | n/a | $285,340 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Mercer Global Advisors Inc /Adv | 3.52K | n/a | $284,541 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Captrust Financial Advisors | 3.40K | n/a | $274,916 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Stifel Financial Corp | 3.33K | n/a | $268,855 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $2.83M | 0.0% |
| Gotham Asset Management | $540,538 | 0.0% |
Exited
| Bridgewater Associates | $525,100 | 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.
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
Aug 07
SC 13G: STATE STREET CORP
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: Q4 2025 ·
Methodology ·
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