OTTER TAIL CORP OTTR

US Utilities Electric Services
$91.39
+1.9%
52w: $73.38 – $91.39

Latest 13F among current holders filed 32 days ago (Jun 3, 2026)

Price — last 12 months

research preview data
73.3882.3891.39
Jun 20, 2025 Jul 2, 2026
Institutional holders
344
-10 QoQ
13F value
$2.57B
+12.0% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.1×
$693K calls / $623K puts

Institutional value by quarter

$2.34B
Q1 2024
$2.16B
Q2 2024
$2.05B
Q3 2024
$2.03B
Q4 2024
$2.21B
Q1 2025
$2.13B
Q2 2025
$2.36B
Q3 2025
$2.29B
Q4 2025
$2.57B
Q1 2026

Number of holders

303
Q1 2024
315
Q2 2024
328
Q3 2024
324
Q4 2024
334
Q1 2025
346
Q2 2025
344
Q3 2025
354
Q4 2025
344
Q1 2026

Who owns OTTR?

Q1 2026 filings
FundTypeSharesValue% of fundChange
BlackRock, Inc. Index provider6.4M$563.9M0.0%+0.5%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical2.9M$258.7M0.0%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical1.9M$163.8M0.0%
STATE STREET CORP Index provider1.6M$137.7M0.0%+0.5%
GEODE CAPITAL MANAGEMENT, LLC Index provider1.1M$92.6M0.0%+3.5%
LSV ASSET MANAGEMENT Other1.0M$91.5M0.2%+94.2%
DIMENSIONAL FUND ADVISORS LP Quant stat arb815.2K$71.6M0.0%-4.2%
TWO SIGMA INVESTMENTS, LP Quant stat arb662.9K$58.2M0.0%+144.0%
MORGAN STANLEY Bank broker654.4K$57.4M0.0%+16.4%
FIRST TRUST ADVISORS LP Index provider606.5K$53.2M0.0%-25.2%
Caisse de depot et placement du Quebec Other569.9K$50.0M0.1%+2.7%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider524.1K$46.0M0.0%-1.6%
GOLDMAN SACHS GROUP INC Bank broker485.4K$42.6M0.0%+47.5%
GABELLI FUNDS LLC Diversified mechanical467.2K$41.0M0.3%-0.4%
NORTHERN TRUST CORP Index provider432.0K$37.9M0.0%+4.2%
D. E. Shaw & Co., Inc. Quant stat arb399.4K$35.1M0.0%+60.9%
Bank of New York Mellon Corp Diversified mechanical350.6K$30.8M0.0%-2.2%
ADAGE CAPITAL PARTNERS GP, L.L.C. Other342.0K$30.0M0.0%-0.6%
BANK OF AMERICA CORP /DE/ Bank broker336.5K$29.5M0.0%+3.5%
JPMORGAN CHASE & CO Bank broker339.6K$29.1M0.0%-18.9%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical272.4K$23.9M0.0%
Qube Research & Technologies Ltd Quant stat arb267.9K$23.5M0.0%+33.1%
GAMCO INVESTORS, INC. ET AL Other264.8K$23.2M0.2%-2.8%
VICTORY CAPITAL MANAGEMENT INC Diversified mechanical252.4K$22.2M0.0%+96.5%
PRINCIPAL FINANCIAL GROUP INC Diversified mechanical231.9K$20.4M0.0%+16.2%
Invesco Ltd. Index provider225.2K$19.8M0.0%-2.6%
Public Sector Pension Investment Board Pension sovereign198.7K$17.4M0.1%+2.4%
Nuveen, LLC Diversified mechanical189.2K$16.6M0.0%+24.5%
ROYAL BANK OF CANADA Bank broker178.2K$15.6M0.0%+30.8%
FEDERATED HERMES, INC. Diversified mechanical167.6K$14.7M0.0%-18.4%
UBS Group AG Bank broker156.6K$13.7M0.0%+63.8%
PRICE T ROWE ASSOCIATES INC /MD/ Diversified mechanical132.5K$11.6M0.0%+197.4%
MILLENNIUM MANAGEMENT LLC Multistrat pod130.2K$11.4M0.0%-11.1%
Bank & Trust Co Other119.2K$10.5M7.1%-2.3%
JANE STREET GROUP, LLC Market maker117.4K$10.3M0.0%-15.6%
FRANKLIN RESOURCES INC Long only active112.1K$9.8M0.0%+203.0%
US BANCORP \DE\ Wealth advisor110.8K$9.7M0.0%+201.7%
WHITTIER TRUST CO Diversified mechanical99.0K$8.8M0.1%+10.0%
RHUMBLINE ADVISERS Diversified mechanical98.9K$8.7M0.0%+1.7%
AMERIPRISE FINANCIAL INC Bank broker95.7K$8.4M0.0%-2.8%
MARSHALL WACE, LLP Quant stat arb95.2K$8.4M0.0%-45.1%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Bank broker94.6K$8.3M0.0%+1.4%
Legal & General Group Plc Diversified mechanical94.1K$8.3M0.0%-9.0%
VOLORIDGE INVESTMENT MANAGEMENT, LLC Diversified mechanical90.4K$7.9M0.0%-19.3%
DENALI ADVISORS LLC Other89.9K$7.9M0.9%+1.4%
TUDOR INVESTMENT CORP ET AL Quant stat arb85.9K$7.5M0.0%+14.5%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Diversified mechanical82.0K$7.2M0.0%+30.3%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Other80.4K$7.1M0.0%-3.8%
HRT FINANCIAL LP Diversified mechanical79.0K$6.9M0.0%-29.4%
Phocas Financial Corp. ★2Fundamental diversified76.5K$6.7M1.1%-21.7%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.