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Security record · archived quarter

OTTR

Otter Tail Corporation · Industrials · Conglomerates

89.04 +0.8% mkt cap $3.74B quote delayed (FMP) · as of Oct 13 20:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
112Tracked holders
+1Δ holders
22.38MShares held
$1.96BReported value
+4New positions
−3Exits
Rising Conviction score 41/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +0.9% · share flow +4.0% · net new positions +0.9% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 6.42M +0.5% $563.87M 0.0% ▲ Add 4 SEC ↗ ×13
2 Vanguard Capital Management Llc 1.87M — $163.75M 0.0% n/c 1 SEC ↗
3 State Street Global Advisors ✦ (passive) 1.57M +0.5% $137.74M 0.0% ▲ Add 6 SEC ↗
4 Geode Capital Management ✦ (passive) 1.05M +3.5% $92.61M 0.0% ▲ Add 8 SEC ↗ ×2
5 Dimensional Fund Advisors Lp 815.24K -4.2% $71.55M 0.0% ▼ Trim 2 SEC ↗ ×5
6 Two Sigma Investments ✦ 662.93K +144.0% $58.19M 0.1% ▲ Add 8 SEC ↗
7 Morgan Stanley ✦ 654.43K +16.4% $57.44M 0.0% ▲ Add 3 SEC ↗ ×7
8 First Trust Advisors Lp 606.50K -25.2% $53.23M 0.0% ▼ Trim 2 SEC ↗ ×2
9 Caisse De Depot Et Placement Du… 569.93K +2.7% $50.02M 0.1% ▲ Add 2 SEC ↗
10 Charles Schwab Investment… 524.12K -1.6% $46.00M 0.0% ▼ Trim 2 SEC ↗
11 Goldman Sachs Group ✦ 485.35K +47.5% $42.60M 0.0% ▲ Add 3 SEC ↗ ×3
12 Northern Trust Corp 432.01K +4.2% $37.92M 0.0% ▲ Add 2 SEC ↗ ×5
13 D. E. Shaw & Co. ✦ 399.43K +60.9% $35.06M 0.0% ▲ Add 8 SEC ↗ ×2
14 Bank of New York Mellon Corp 350.61K -2.2% $30.77M 0.0% ▼ Trim 2 SEC ↗ ×9
15 Adage Capital Partners ✦ 342.00K -0.6% $30.02M 0.0% ▼ Trim 5 SEC ↗
16 Bank Of America Corp /De/ 336.48K +3.5% $29.53M 0.0% ▲ Add 2 SEC ↗ ×4
17 JPMorgan Chase ✦ 339.63K -18.9% $29.12M 0.0% ▼ Trim 3 SEC ↗ ×7
18 Qube Research & Technologies Ltd 267.85K +33.1% $23.51M 0.0% ▲ Add 2 SEC ↗
19 GAMCO Investors ✦ 264.80K -2.8% $23.24M 0.2% ▼ Trim 8 SEC ↗
20 Victory Capital Management Inc 252.38K +96.5% $22.15M 0.0% ▲ Add 2 SEC ↗
21 Principal Financial Group Inc 231.89K +16.2% $20.35M 0.0% ▲ Add 2 SEC ↗ ×2
22 Invesco Ltd. 225.17K -2.6% $19.76M 0.0% ▼ Trim 2 SEC ↗ ×6
23 Nuveen, LLC 189.23K +24.5% $16.61M 0.0% ▲ Add 2 SEC ↗ ×3
24 Royal Bank Of Canada 178.16K +30.8% $15.64M 0.0% ▲ Add 2 SEC ↗ ×5
25 Federated Hermes, Inc. 167.56K -18.4% $14.71M 0.0% ▼ Trim 2 SEC ↗ ×3
26 UBS Group AG 156.55K +63.8% $13.74M 0.0% ▲ Add 2 SEC ↗ ×4
27 T. Rowe Price ✦ 132.47K +197.4% $11.63M 0.0% ▲ Add 8 SEC ↗ ×2
28 Millennium Management ✦ 130.21K -11.1% $11.43M 0.0% ▼ Trim 8 SEC ↗
29 Jane Street Group, Llc 117.44K -15.6% $10.31M 0.0% ▼ Trim 2 SEC ↗ ×2
30 Franklin Resources Inc 112.07K +202.9% $9.84M 0.0% ▲ Add 2 SEC ↗ ×6
31 Us Bancorp \De\ 110.81K +201.7% $9.73M 0.0% ▲ Add 2 SEC ↗ ×2
32 Rhumbline Advisers 98.93K +1.7% $8.68M 0.0% ▲ Add 2 SEC ↗
33 Ameriprise Financial Inc 95.75K -2.8% $8.40M 0.0% ▼ Trim 2 SEC ↗ ×2
34 Marshall Wace ✦ 95.16K -45.1% $8.35M 0.0% ▼ Trim 8 SEC ↗
35 UBS AM, a distinct business unit of… 94.57K +1.4% $8.30M 0.0% ▲ Add 2 SEC ↗ ×5
36 Legal & General Group Plc 94.08K -8.9% $8.26M 0.0% ▼ Trim 2 SEC ↗ ×3
37 Tudor Investment Corp Et Al 85.87K +14.5% $7.54M 0.0% ▲ Add 2 SEC ↗
38 Healthcare Of Ontario Pension Plan… 81.97K +30.3% $7.19M 0.0% ▲ Add 2 SEC ↗
39 Hotchkis & Wiley Capital Management… 80.35K -3.9% $7.05M 0.0% ▼ Trim 2 SEC ↗
40 Hrt Financial Lp 78.97K -29.4% $6.93M 0.0% ▼ Trim 2 SEC ↗
41 Universal- Beteiligungs- und… 75.66K +34.5% $6.64M 0.0% ▲ Add 2 SEC ↗
42 ProShare Advisors LLC 74.89K -6.0% $6.57M 0.0% ▼ Trim 2 SEC ↗
43 Swiss National Bank 74.40K 0.0% $6.53M 0.0% Held 2 SEC ↗
44 Prudential Financial Inc 69.62K -24.8% $6.11M 0.0% ▼ Trim 2 SEC ↗
45 New York State Common Retirement… 69.28K 0.0% $6.08M 0.0% Held 2 SEC ↗
46 American Century Companies Inc 63.48K +59.0% $5.57M 0.0% ▲ Add 2 SEC ↗
47 Bnp Paribas Financial Markets 62.15K -19.0% $5.45M 0.0% ▼ Trim 2 SEC ↗
48 Squarepoint Ops LLC 61.63K -26.6% $5.41M 0.0% ▼ Trim 2 SEC ↗
49 LPL Financial LLC 58.44K -8.8% $5.13M 0.0% ▼ Trim 2 SEC ↗
50 Man Group plc 55.89K +18.1% $4.91M 0.0% ▲ Add 2 SEC ↗ ×2
51 Citadel Advisors ✦ 51.20K -55.6% $4.49M 0.0% ▼ Trim 8 SEC ↗ ×2
52 Wells Fargo & Company/Mn 48.48K -37.6% $4.25M 0.0% ▼ Trim 2 SEC ↗ ×4
53 Connor, Clark & Lunn Investment… 45.39K +42.2% $3.98M 0.0% ▲ Add 2 SEC ↗
54 California State Teachers… 44.50K +24.5% $3.91M 0.0% ▲ Add 2 SEC ↗
55 Barclays Plc 43.31K -34.3% $3.80M 0.0% ▼ Trim 2 SEC ↗ ×3
56 Raymond James Financial Inc 42.74K +0.2% $3.75M 0.0% ▲ Add 2 SEC ↗ ×2
57 Deutsche Bank Ag\ 38.81K +10.8% $3.41M 0.0% ▲ Add 2 SEC ↗ ×2
58 Alliancebernstein L.P. 41.72K -9.1% $3.37M 0.0% ▼ Trim 2 SEC ↗
59 Citigroup Inc 34.49K -10.3% $3.03M 0.0% ▼ Trim 2 SEC ↗ ×3
60 First Manhattan Co. Llc. 33.80K -11.5% $2.97M 0.0% ▼ Trim 2 SEC ↗
61 Financial Engines Advisors L.L.C. 31.92K +4.4% $2.80M 0.0% ▲ Add 2 SEC ↗
62 Commonwealth Equity Services, Llc 26.86K +13.4% $2.36M 0.0% ▲ Add 2 SEC ↗
63 Mariner, LLC 26.34K +3.1% $2.31M 0.0% ▲ Add 2 SEC ↗
64 AQR Capital Management ✦ 22.04K +38.3% $1.93M 0.0% ▲ Add 8 SEC ↗ ×5
65 State Board Of Administration Of… 20.90K +54.8% $1.83M 0.0% ▲ Add 2 SEC ↗
66 Susquehanna International Group, Llp 20.11K +65.2% $1.76M 0.0% ▲ Add 2 SEC ↗
67 Osaic Holdings, Inc. 19.47K -43.5% $1.71M 0.0% ▼ Trim 2 SEC ↗ ×2
68 MIRAE ASSET GLOBAL ETFS HOLDINGS… 18.09K +1.1% $1.59M 0.0% ▲ Add 2 SEC ↗
69 Manufacturers Life Insurance… 17.91K -3.0% $1.57M 0.0% ▼ Trim 2 SEC ↗
70 Cetera Investment Advisers 17.88K +7.8% $1.57M 0.0% ▲ Add 2 SEC ↗
71 Fifth Third Bancorp 17.82K +1803.3% $1.56M 0.0% ▲ Add 2 SEC ↗
72 Wealth Enhancement Advisory… 15.83K -9.9% $1.40M 0.0% ▼ Trim 2 SEC ↗
73 Janus Henderson Group Plc 15.54K 0.0% $1.36M 0.0% Held 2 SEC ↗
74 Bridgewater Associates ✦ 15.20K New $1.33M 0.0% New 1 SEC ↗
75 Zurcher Kantonalbank (Zurich… 15.01K +23.2% $1.32M 0.0% ▲ Add 2 SEC ↗
76 State Of Wisconsin Investment Board 14.75K -34.1% $1.29M 0.0% ▼ Trim 2 SEC ↗
77 Quantinno Capital Management LP 14.75K +40.9% $1.29M 0.0% ▲ Add 2 SEC ↗
78 Capstone Investment Advisors, Llc 11.14K -51.5% $977,846 0.0% ▼ Trim 2 SEC ↗
79 Sei Investments Co 11.05K +86.5% $969,590 0.0% ▲ Add 2 SEC ↗ ×2
80 Focus Partners Wealth 10.60K +4.1% $930,582 0.0% ▲ Add 2 SEC ↗
81 HighTower Advisors, LLC 10.10K +2.7% $886,773 0.0% ▲ Add 2 SEC ↗
82 Voya Investment Management Llc 9.12K -2.1% $800,726 0.0% ▼ Trim 2 SEC ↗
83 Bank Of Montreal /Can/ 8.78K +4.1% $770,621 0.0% ▲ Add 2 SEC ↗ ×3
84 Cwm, Llc 8.41K -0.4% $737,897 0.0% ▼ Trim 2 SEC ↗
85 Amundi 8.22K +47.1% $721,206 0.0% ▲ Add 2 SEC ↗
86 Fidelity (FMR) ✦ 7.96K +1.7% $699,065 0.0% ▲ Add 4 SEC ↗ ×2
87 Allspring Global Investments… 7.50K -32.6% $661,385 0.0% ▼ Trim 2 SEC ↗ ×2
88 Mml Investors Services, Llc 7.16K -14.1% $627,979 0.0% ▼ Trim 2 SEC ↗
89 Pictet Asset Management Holding SA 7.08K +9.5% $621,412 0.0% ▲ Add 2 SEC ↗
90 Creative Planning 7.02K +16.1% $616,275 0.0% ▲ Add 2 SEC ↗
91 Renaissance Technologies ✦ 6.61K -50.3% $580,160 0.0% ▼ Trim 4 SEC ↗
92 Jones Financial Companies Lllp 6.72K +1.2% $577,615 0.0% ▲ Add 2 SEC ↗ ×2
93 CIBC Bancorp USA Inc. 5.93K — $520,915 0.0% n/c 1 SEC ↗ ×3
94 Lido Advisors, LLC 5.42K +14.3% $475,389 0.0% ▲ Add 2 SEC ↗ ×2
95 Pnc Financial Services Group, Inc. 5.39K -0.1% $472,906 0.0% ▼ Trim 2 SEC ↗ ×6
96 Envestnet Asset Management Inc 5.23K +57.3% $458,713 0.0% ▲ Add 2 SEC ↗
97 Holocene Advisors, LP 4.98K New $437,182 0.0% New 1 SEC ↗
98 Gotham Asset Management ✦ 4.91K -26.5% $431,302 0.0% ▼ Trim 2 SEC ↗
99 Mercer Global Advisors Inc /Adv 4.23K +20.1% $371,113 0.0% ▲ Add 2 SEC ↗
100 Captrust Financial Advisors 3.67K +7.8% $321,853 0.0% ▲ Add 2 SEC ↗

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

New buyers

Bridgewater Associates $1.33M 0.0%
Holocene Advisors, LP $437,182 0.0%

Exited

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: Q1 2026 · Methodology · Get this via the API