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Security record

OTTR

Otter Tail Corporation · Industrials · Conglomerates

91.33 -0.8% mkt cap $3.83B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
109Tracked holders
0Δ holders
22.27MShares held
$2.00BReported value
+4New positions
−4Exits
Stable Conviction score 40/100 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 0.0%formula

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
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.

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