OTTR
Otter Tail Corporation · Industrials · Conglomerates
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.2% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 109 | 0 | 22.27M | $2.00B | +4 | −4 |
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 6.56M | +2.1% | $590.05M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 6.56M | +2.1% | $590.05M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 6.56M | +2.1% | $590.05M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 6.56M | +2.1% | $590.05M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 6.56M | +2.1% | $590.05M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 6.56M | +2.1% | $590.05M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 6.56M | +2.1% | $590.05M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 6.56M | +2.1% | $590.05M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 6.56M | +2.1% | $590.05M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 6.56M | +2.1% | $590.05M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 6.56M | +2.1% | $590.05M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 6.56M | +2.1% | $590.05M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 6.56M | +2.1% | $590.05M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Vanguard Capital Management Llc | 1.89M | +1.4% | $170.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | State Street Global Advisors ✦ (passive) | 1.65M | +4.9% | $148.09M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 16 | Geode Capital Management ✦ (passive) | 1.11M | +5.5% | $100.16M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 17 | Geode Capital Management ✦ (passive) | 1.11M | +5.5% | $100.16M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 885.38K | +35.3% | $79.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 885.38K | +35.3% | $79.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 885.38K | +35.3% | $79.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 885.38K | +35.3% | $79.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 885.38K | +35.3% | $79.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 885.38K | +35.3% | $79.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 885.38K | +35.3% | $79.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 885.38K | +35.3% | $79.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Dimensional Fund Advisors Lp | 828.02K | +1.6% | $74.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Dimensional Fund Advisors Lp | 828.02K | +1.6% | $74.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Dimensional Fund Advisors Lp | 828.02K | +1.6% | $74.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Dimensional Fund Advisors Lp | 828.02K | +1.6% | $74.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Dimensional Fund Advisors Lp | 828.02K | +1.6% | $74.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Two Sigma Investments ✦ | 725.77K | +9.5% | $65.30M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 32 | First Trust Advisors Lp | 637.04K | +5.0% | $57.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | First Trust Advisors Lp | 637.04K | +5.0% | $57.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Caisse De Depot Et Placement Du… | 539.87K | -5.3% | $48.58M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 35 | Charles Schwab Investment… | 519.76K | -0.8% | $46.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Northern Trust Corp | 453.45K | +5.0% | $40.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Northern Trust Corp | 453.45K | +5.0% | $40.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Northern Trust Corp | 453.45K | +5.0% | $40.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Northern Trust Corp | 453.45K | +5.0% | $40.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Northern Trust Corp | 453.45K | +5.0% | $40.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | D. E. Shaw & Co. ✦ | 447.02K | +11.9% | $40.22M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 42 | D. E. Shaw & Co. ✦ | 447.02K | +11.9% | $40.22M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 358.27K | +2.2% | $32.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 358.27K | +2.2% | $32.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 358.27K | +2.2% | $32.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 358.27K | +2.2% | $32.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 358.27K | +2.2% | $32.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 358.27K | +2.2% | $32.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 358.27K | +2.2% | $32.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 358.27K | +2.2% | $32.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 315.98K | -7.0% | $28.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 315.98K | -7.0% | $28.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 315.98K | -7.0% | $28.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 315.98K | -7.0% | $28.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 315.98K | -7.0% | $28.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 315.98K | -7.0% | $28.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | Bank Of America Corp /De/ | 312.59K | -7.1% | $28.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Bank Of America Corp /De/ | 312.59K | -7.1% | $28.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Bank Of America Corp /De/ | 312.59K | -7.1% | $28.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Bank Of America Corp /De/ | 312.59K | -7.1% | $28.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Victory Capital Management Inc | 276.06K | +9.4% | $24.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Nuveen, LLC | 268.46K | +41.9% | $24.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Nuveen, LLC | 268.46K | +41.9% | $24.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Nuveen, LLC | 268.46K | +41.9% | $24.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Nuveen, LLC | 268.46K | +41.9% | $24.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | GAMCO Investors ✦ | 264.80K | 0.0% | $23.83M | 0.2% | ▼ Trim | 9 | SEC ↗ |
| 67 | T. Rowe Price ✦ | 260.05K | +96.3% | $23.40M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 68 | T. Rowe Price ✦ | 260.05K | +96.3% | $23.40M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 69 | Goldman Sachs Group ✦ | 249.29K | -48.6% | $22.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 70 | Goldman Sachs Group ✦ | 249.29K | -48.6% | $22.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 71 | Principal Financial Group Inc | 233.56K | +0.7% | $21.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Principal Financial Group Inc | 233.56K | +0.7% | $21.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Adage Capital Partners ✦ | 210.55K | -38.4% | $18.94M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 74 | Invesco Ltd. | 199.68K | -11.3% | $17.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Invesco Ltd. | 199.68K | -11.3% | $17.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Invesco Ltd. | 199.68K | -11.3% | $17.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Invesco Ltd. | 199.68K | -11.3% | $17.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Invesco Ltd. | 199.68K | -11.3% | $17.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Invesco Ltd. | 199.68K | -11.3% | $17.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Royal Bank Of Canada | 185.38K | +4.0% | $16.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Royal Bank Of Canada | 185.38K | +4.0% | $16.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Royal Bank Of Canada | 185.38K | +4.0% | $16.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Royal Bank Of Canada | 185.38K | +4.0% | $16.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Royal Bank Of Canada | 185.38K | +4.0% | $16.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Royal Bank Of Canada | 185.38K | +4.0% | $16.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Federated Hermes, Inc. | 174.66K | +4.2% | $15.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Federated Hermes, Inc. | 174.66K | +4.2% | $15.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Federated Hermes, Inc. | 174.66K | +4.2% | $15.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | UBS Group AG | 135.67K | -13.3% | $12.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | UBS Group AG | 135.67K | -13.3% | $12.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | UBS Group AG | 135.67K | -13.3% | $12.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Rhumbline Advisers | 104.09K | +5.2% | $9.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Us Bancorp \De\ | 100.66K | -9.2% | $9.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Us Bancorp \De\ | 100.66K | -9.2% | $9.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Ameriprise Financial Inc | 97.44K | +1.8% | $8.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Ameriprise Financial Inc | 97.44K | +1.8% | $8.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | LPL Financial LLC | 95.97K | +64.2% | $8.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Franklin Resources Inc | 90.52K | -19.2% | $8.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Franklin Resources Inc | 90.52K | -19.2% | $8.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Franklin Resources Inc | 90.52K | -19.2% | $8.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
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% |
| 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.
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)
Officer · 475 sh · $44,949
Officer · 250 sh · $23,210
Officer · 3.50K sh · $325,885
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology