Otter Tail Corp (OTTR) — Institutional Holders, Q2 2026

365 institutional investment managers reported a OTTR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← OTTR stock profile

OTTR in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

141

Trimmed

105

Sold out

Biggest buyers

MORGAN STANLEYAdded · +230,942 sh+$20.8M
LSV ASSET MANAGEMENTAdded · +143,548 sh+$12.9M
BlackRockAdded · +133,222 sh+$12.0M
PRICE T ROWE ASSOCIATESAdded · +127,580 sh+$11.5M
CONTRAVISORY INVESTMENT MANAGEMENTNew · +86,441 sh+$7.8M

Biggest sellers

GOLDMAN SACHS GROUPTrimmed · -236,056 sh-$21.2M
Qube Research & Technologies LtdTrimmed · -195,543 sh-$17.6M
ADAGE CAPITAL PARTNERS GP, L.L.C.Trimmed · -131,454 sh-$11.8M
JANE STREET GROUPSold out · -117,441 sh-$10.6M
MARSHALL WACE, LLPSold out · -95,162 sh-$8.6M

OTTR 13F holders ranked 1–100 of 365

Institutional investors reporting a position in Otter Tail Corp on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 6,557,596 sh	6,557,596	$590.1M	<0.01%	+2.1%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 2,996,322 sh	2,996,322	$269.6M	0.01%	+1.7%
3	VANGUARD CAPITAL MANAGEMENT#3 · 1,891,243 sh	1,891,243	$170.2M	<0.01%	+1.4%
4	STATE STREET#4 · 1,645,782 sh	1,645,782	$148.1M	<0.01%	+4.9%
5	LSV ASSET MANAGEMENT#5 · 1,186,461 sh	1,186,461	$106.8M	0.19%	+13.8%
6	GEODE CAPITAL MANAGEMENT#6 · 1,112,886 sh	1,112,886	$100.2M	<0.01%	+5.5%
7	MORGAN STANLEY#7 · 885,376 sh	885,376	$79.7M	<0.01%	+35.3%
8	DIMENSIONAL FUND ADVISORS#8 · 828,016 sh	828,016	$74.5M	0.01%	+1.6%
9	TWO SIGMA INVESTMENTS#9 · 725,769 sh	725,769	$65.3M	0.05%	+9.5%
10	FIRST ADVISORS#10 · 637,043 sh	637,043	$57.3M	0.03%	+5.0%
11	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#11 · 539,873 sh	539,873	$48.6M	0.07%	-5.3%
12	CHARLES SCHWAB INVESTMENT MANAGEMENT#12 · 519,756 sh	519,756	$46.8M	<0.01%	-0.8%
13	GABELLI FUNDS#13 · 462,200 sh	462,200	$41.6M	0.27%	-1.1%
14	NORTHERN#14 · 453,446 sh	453,446	$40.8M	<0.01%	+5.0%
15	D. E. Shaw#15 · 447,021 sh	447,021	$40.2M	0.02%	+11.9%
16	Bank of New York Mellon#16 · 358,275 sh	358,275	$32.2M	<0.01%	+2.2%
17	JPMORGAN CHASE#17 · 315,978 sh	315,978	$28.3M	<0.01%	-7.0%
18	BANK OF AMERICA#18 · 312,589 sh	312,589	$28.1M	<0.01%	-7.1%
19	VANGUARD FIDUCIARY#19 · 278,778 sh	278,778	$25.1M	<0.01%	+2.3%
20	VICTORY CAPITAL MANAGEMENT#20 · 276,060 sh	276,060	$24.8M	0.01%	+9.4%
21	Nuveen#21 · 268,456 sh	268,456	$24.2M	<0.01%	+41.9%
22	GAMCO INVESTORS, ET AL#22 · 264,798 sh	264,798	$23.8M	0.21%	0.0%
23	PRICE T ROWE ASSOCIATES#23 · 260,050 sh	260,050	$23.4M	<0.01%	+96.3%
24	GOLDMAN SACHS GROUP#24 · 249,295 sh	249,295	$22.4M	<0.01%	-48.6%
25	PRINCIPAL FINANCIAL GROUP#25 · 233,558 sh	233,558	$21.0M	0.01%	+0.7%
26	ADAGE CAPITAL PARTNERS GP, L.L.C.#26 · 210,546 sh	210,546	$18.9M	0.03%	-38.4%
27	Invesco Ltd.#27 · 199,684 sh	199,684	$18.0M	<0.01%	-11.3%
28	PUBLIC SECTOR PENSION INVESTMENT BOARD#28 · 195,071 sh	195,071	$17.6M	0.05%	-1.8%
29	ROYAL BANK OF CANADA#29 · 185,376 sh	185,376	$16.7M	<0.01%	+4.0%
30	FEDERATED HERMES#30 · 174,664 sh	174,664	$15.7M	0.02%	+4.2%
31	UBS Group AG#31 · 135,671 sh	135,671	$12.2M	<0.01%	-13.3%
32	Bank#32 · 119,641 sh	119,641	$10.8M	—	+0.3%
33	RHUMBLINE ADVISERS#33 · 104,092 sh	104,092	$9.4M	<0.01%	+5.2%
34	US BANCORP \DE\#34 · 100,662 sh	100,662	$9.1M	<0.01%	-9.2%
35	WHITTIER#35 · 98,904 sh	98,904	$8.9M	0.09%	-0.1%
36	AMERIPRISE FINANCIAL#36 · 97,439 sh	97,439	$8.8M	<0.01%	+1.8%
37	LPL Financial#37 · 95,971 sh	95,971	$8.6M	<0.01%	+64.2%
38	FRANKLIN RESOURCES#38 · 90,522 sh	90,522	$8.1M	<0.01%	-19.2%
39	AMERICAN CENTURY COMPANIES#39 · 86,785 sh	86,785	$7.8M	<0.01%	+36.7%
40	CONTRAVISORY INVESTMENT MANAGEMENT#40 · 86,441 sh	86,441	$7.8M	—	New
41	Legal & General Group Plc#41 · 85,285 sh	85,285	$7.7M	<0.01%	-9.3%
42	DENALI ADVISORS#42 · 85,102 sh	85,102	$7.7M	0.77%	-5.3%
43	HOTCHKIS & WILEY CAPITAL MANAGEMENT#43 · 83,053 sh	83,053	$7.5M	0.02%	+3.4%
44	ProShare Advisors#44 · 80,928 sh	80,928	$7.3M	0.01%	+8.1%
45	HEALTHCARE OF ONTARIO PENSION PLAN FUND#45 · 78,855 sh	78,855	$7.1M	0.01%	-3.8%
46	Swiss National Bank#46 · 75,800 sh	75,800	$6.8M	<0.01%	+1.9%
47	Universal- Beteiligungs- und Servicegesellschaft mbH#47 · 75,539 sh	75,539	$6.8M	0.01%	-0.2%
48	Phocas Financial#48 · 72,681 sh	72,681	$6.5M	0.91%	-5.0%
49	Qube Research & Technologies Ltd#49 · 72,311 sh	72,311	$6.5M	<0.01%	-73.0%
50	MILLENNIUM MANAGEMENT#50 · 71,147 sh	71,147	$6.4M	<0.01%	-45.4%
51	NEW YORK STATE COMMON RETIREMENT FUND#51 · 70,882 sh	70,882	$6.4M	<0.01%	+2.3%
52	PRUDENTIAL FINANCIAL#52 · 68,569 sh	68,569	$6.2M	<0.01%	-1.5%
53	WELLS FARGO & COMPANY#53 · 67,333 sh	67,333	$6.1M	<0.01%	+38.9%
54	RAYMOND JAMES FINANCIAL#54 · 59,697 sh	59,697	$5.4M	<0.01%	+39.7%
55	Connor, Clark & Lunn Investment Management Ltd.#55 · 57,071 sh	57,071	$5.1M	<0.01%	+25.7%
56	Squarepoint Ops#56 · 55,880 sh	55,880	$5.0M	<0.01%	-9.3%
57	BNP PARIBAS FINANCIAL MARKETS#57 · 54,910 sh	54,910	$4.9M	<0.01%	-11.6%
58	TUDOR INVESTMENT ET AL#58 · 52,639 sh	52,639	$4.7M	<0.01%	-38.7%
59	CITIGROUP#59 · 50,314 sh	50,314	$4.5M	<0.01%	+45.9%
60	WHITTIER OF NEVADA#60 · 49,054 sh	49,054	$4.5M	0.08%	+0.2%
61	BARCLAYS PLC#61 · 47,891 sh	47,891	$4.3M	<0.01%	+10.6%
62	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#62 · 46,061 sh	46,061	$4.1M	<0.01%	-51.3%
63	Linden Thomas Advisory Services#63 · 44,579 sh	44,579	$4.0M	—	+96.7%
64	ALLIANCEBERNSTEIN L.P.#64 · 44,983 sh	44,983	$3.9M	<0.01%	+7.8%
65	MARTINGALE ASSET MANAGEMENT L P#65 · 43,830 sh	43,830	$3.9M	0.09%	+10.3%
66	DEUTSCHE BANK AG\#66 · 43,790 sh	43,790	$3.9M	<0.01%	+12.8%
67	Palisades Investment Partners#67 · 43,583 sh	43,583	$3.9M	1.12%	-1.8%
68	THRIVENT FINANCIAL FOR LUTHERANS#68 · 42,882 sh	42,882	$3.9M	<0.01%	+1.5%
69	Vest Financial#69 · 42,523 sh	42,523	$3.8M	—	+3.6%
70	BENJAMIN EDWARDS#70 · 40,275 sh	40,275	$3.6M	0.03%	+2.7%
71	CITADEL ADVISORS#71 · 36,053 sh	36,053	$3.2M	<0.01%	-29.6%
72	VANGUARD ASSET MANAGEMENT, Ltd#72 · 35,292 sh	35,292	$3.2M	<0.01%	+20.2%
73	GREAT WEST LIFE ASSURANCE#73 · 33,415 sh	33,415	$3.0M	<0.01%	-2.6%
74	FIRST MANHATTAN#74 · 33,349 sh	33,349	$3.0M	<0.01%	-1.3%
75	ROYCE & ASSOCIATES#75 · 31,715 sh	31,715	$2.9M	0.02%	+0.6%
76	Financial Engines Advisors L.L.C.#76 · 31,490 sh	31,490	$2.8M	<0.01%	-1.4%
77	NOMURA ASSET MANAGEMENT INTERNATIONAL#77 · 31,200 sh	31,200	$2.8M	<0.01%	New
78	XTX Topco Ltd#78 · 29,860 sh	29,860	$2.7M	0.03%	-31.9%
79	AQR CAPITAL MANAGEMENT#79 · 29,182 sh	29,182	$2.6M	<0.01%	+32.4%
80	Inspire Investing#80 · 28,393 sh	28,393	$2.6M	—	New
81	Cetera Investment Advisers#81 · 28,242 sh	28,242	$2.5M	<0.01%	+57.9%
82	PDT Partners#82 · 27,000 sh	27,000	$2.4M	0.13%	+31.1%
83	Mariner#83 · 26,469 sh	26,469	$2.4M	<0.01%	+0.5%
84	COMMONWEALTH EQUITY SERVICES#84 · 25,768 sh	25,768	$2.3M	<0.01%	-4.1%
85	JOHN G ULLMAN & ASSOCIATES#85 · 25,450 sh	25,450	$2.3M	0.28%	0.0%
86	RENAISSANCE TECHNOLOGIES#86 · 23,310 sh	23,310	$2.1M	<0.01%	+252.6%
87	Advisors Asset Management#87 · 23,141 sh	23,141	$2.1M	0.03%	+8.6%
88	VOLORIDGE INVESTMENT MANAGEMENT#88 · 23,067 sh	23,067	$2.1M	<0.01%	-74.5%
89	MetLife Investment Management#89 · 22,779 sh	22,779	$2.0M	<0.01%	+7.1%
90	OneAscent Financial Services#90 · 22,625 sh	22,625	$2.0M	0.10%	-9.6%
91	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#91 · 22,029 sh	22,029	$2.0M	<0.01%	+5.4%
92	ALPS ADVISORS#92 · 21,276 sh	21,276	$1.9M	<0.01%	+2.7%
93	Illinois Municipal Retirement Fund#93 · 20,979 sh	20,979	$1.9M	0.02%	-0.1%
94	Russell Investments Group, Ltd.#94 · 20,315 sh	20,315	$1.8M	<0.01%	+494.9%
95	WINTON GROUP Ltd#95 · 19,946 sh	19,946	$1.8M	0.06%	+36.4%
96	State of New Jersey Common Pension Fund D#96 · 19,771 sh	19,771	$1.8M	<0.01%	-23.9%
97	OCCUDO QUANTITATIVE STRATEGIES#97 · 19,692 sh	19,692	$1.8M	0.09%	New
98	MANUFACTURERS LIFE INSURANCE COMPANY, THE#98 · 19,564 sh	19,564	$1.8M	<0.01%	+9.2%
99	Quantinno Capital Management#99 · 18,604 sh	18,604	$1.7M	<0.01%	+26.1%
100	Louisiana State Employees Retirement System#100 · 18,400 sh	18,400	$1.7M	—	-1.1%

Funds that sold out of OTTR in Q2 2026 (28)

Held OTTR at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held OTTR in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
JANE STREET GROUP117,441 sh	117,441	$10.3M
MARSHALL WACE, LLP95,162 sh	95,162	$8.4M
HRT FINANCIAL78,965 sh	78,965	$6.9M
BRIDGEWAY CAPITAL MANAGEMENT24,800 sh	24,800	$2.2M
Elo Mutual Pension Insurance17,067 sh	17,067	$1.5M
Brevan Howard Capital Management11,693 sh	11,693	$1.0M
DARK FOREST CAPITAL MANAGEMENT10,950 sh	10,950	$961.1K
Kestra Advisory Services9,001 sh	9,001	$790.0K
Fieldview Capital Management5,505 sh	5,505	$483.2K
LOS ANGELES CAPITAL MANAGEMENT4,714 sh	4,714	$413.7K
Verition Fund Management3,928 sh	3,928	$344.8K
OLD NATIONAL BANCORP3,285 sh	3,285	$288.3K
Financiere des Professionnels - Fonds d,investissement2,683 sh	2,683	$235.5K
Advisory Services Network1,499 sh	1,499	$131.6K
State of Wyoming823 sh	823	$72.2K
Goodman Advisory Group667 sh	667	$58.5K
Sound Income Strategies286 sh	286	$25.3K
Destiny Wealth Partners240 sh	240	$21.1K
Opal Wealth Advisors230 sh	230	$20.1K
NOMURA ASSET MANAGEMENT LTD220 sh	220	$19.3K
IAG Wealth Partners100 sh	100	$8.8K
Root Financial Partners79 sh	79	$6.9K
TWIN PEAKS WEALTH ADVISORS67 sh	67	$5.9K
Global Wealth Strategies & Associates55 sh	55	$4.8K
Ronald Blue24 sh	24	$2.1K
MAI Capital Management18 sh	18	$1.6K
PICTON MAHONEY ASSET MANAGEMENT15 sh	15	$1.3K
CURIO WEALTH1 sh	1	$88.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.