OTTR Otter Tail Corporation
Otter Tail Corporation (OTTR) Institutional Ownership
What the institutions did with OTTR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 6.6M | 22.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.0M | 10.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | 6.4% |
| STATE STREET CORP | 1.6M | 5.6% |
| LSV ASSET MANAGEMENT | 1.2M | 4.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1M | 3.8% |
| MORGAN STANLEY | 885.4K | 3.0% |
| DIMENSIONAL FUND ADVISORS LP | 828.0K | 2.8% |
| TWO SIGMA INVESTMENTS, LP | 725.8K | 2.5% |
| FIRST TRUST ADVISORS LP | 637.0K | 2.2% |
| Caisse de depot et placement du Quebec | 539.9K | 1.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 519.8K | 1.8% |
| GABELLI FUNDS LLC | 462.2K | 1.6% |
| NORTHERN TRUST CORP | 453.4K | 1.5% |
| D. E. Shaw & Co., Inc. | 447.0K | 1.5% |
| Bank of New York Mellon Corp | 358.3K | 1.2% |
| JPMORGAN CHASE & CO | 316.0K | 1.1% |
| BANK OF AMERICA CORP /DE/ | 312.6K | 1.1% |
| VANGUARD FIDUCIARY TRUST CO | 278.8K | 0.9% |
| VICTORY CAPITAL MANAGEMENT INC | 276.1K | 0.9% |
| Nuveen, LLC | 268.5K | 0.9% |
| GAMCO INVESTORS, INC. ET AL | 264.8K | 0.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 260.1K | 0.9% |
| GOLDMAN SACHS GROUP INC | 249.3K | 0.8% |
| PRINCIPAL FINANCIAL GROUP INC | 233.6K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | Reduced | 485.4K | 249.3K | -236.1K |
| MORGAN STANLEY | Increased | 654.4K | 885.4K | +230.9K |
| Qube Research & Technologies Ltd | Reduced | 267.9K | 72.3K | -195.5K |
| LSV ASSET MANAGEMENT | Increased | 1.0M | 1.2M | +143.5K |
| BlackRock, Inc. | Increased | 6.4M | 6.6M | +133.2K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | 342.0K | 210.5K | -131.5K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Increased | 132.5K | 260.1K | +127.6K |
| JANE STREET GROUP, LLC | Sold Out | 117.4K | 0 | -117.4K |
| MARSHALL WACE, LLP | Sold Out | 95.2K | 0 | -95.2K |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | New | 0 | 86.4K | +86.4K |
| Nuveen, LLC | Increased | 189.2K | 268.5K | +79.2K |
| HRT FINANCIAL LP | Sold Out | 79.0K | 0 | -79.0K |
| STATE STREET CORP | Increased | 1.6M | 1.6M | +76.4K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | 90.4K | 23.1K | -67.4K |
| TWO SIGMA INVESTMENTS, LP | Increased | 662.9K | 725.8K | +62.8K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 130.2K | 71.1K | -59.1K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 1.1M | 1.1M | +58.0K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 2.9M | 3.0M | +49.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | 94.6K | 46.1K | -48.5K |
| D. E. Shaw & Co., Inc. | Increased | 399.4K | 447.0K | +47.6K |
| Man Group plc | Reduced | 55.9K | 14.5K | -41.4K |
| LPL Financial LLC | Increased | 58.4K | 96.0K | +37.5K |
| TUDOR INVESTMENT CORP ET AL | Reduced | 85.9K | 52.6K | -33.2K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | New | 0 | 31.2K | +31.2K |
| FIRST TRUST ADVISORS LP | Increased | 606.5K | 637.0K | +30.5K |
| Caisse de depot et placement du Quebec | Reduced | 569.9K | 539.9K | -30.1K |
| Inspire Investing, LLC | Increased | 1 | 28.4K | +28.4K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 1.9M | 1.9M | +25.5K |
| Invesco Ltd. | Reduced | 225.2K | 199.7K | -25.5K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Sold Out | 24.8K | 0 | -24.8K |
| BANK OF AMERICA CORP /DE/ | Reduced | 336.5K | 312.6K | -23.9K |
| VICTORY CAPITAL MANAGEMENT INC | Increased | 252.4K | 276.1K | +23.7K |
| JPMORGAN CHASE & CO | Reduced | 339.6K | 316.0K | -23.7K |
| AMERICAN CENTURY COMPANIES INC | Increased | 63.5K | 86.8K | +23.3K |
| Linden Thomas Advisory Services, LLC | Increased | 22.7K | 44.6K | +21.9K |
| FRANKLIN RESOURCES INC | Reduced | 112.1K | 90.5K | -21.6K |
| NORTHERN TRUST CORP | Increased | 432.0K | 453.4K | +21.4K |
| UBS Group AG | Reduced | 156.6K | 135.7K | -20.9K |
| SG Americas Securities, LLC | Reduced | 25.5K | 5.2K | -20.3K |
| OCCUDO QUANTITATIVE STRATEGIES LP | New | 0 | 19.7K | +19.7K |
| WELLS FARGO & COMPANY/MN | Increased | 48.5K | 67.3K | +18.9K |
| Cambridge Investment Research Advisors, Inc. | Increased | 7.8K | 25.6K | +17.8K |
| Elo Mutual Pension Insurance Co | Sold Out | 17.1K | 0 | -17.1K |
| RAYMOND JAMES FINANCIAL INC | Increased | 42.7K | 59.7K | +17.0K |
| Russell Investments Group, Ltd. | Increased | 3.4K | 20.3K | +16.9K |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 6.6K | 23.3K | +16.7K |
| Quantbot Technologies LP | Reduced | 18.1K | 1.5K | -16.5K |
| CITIGROUP INC | Increased | 34.5K | 50.3K | +15.8K |
| Jump Financial, LLC | New | 0 | 15.4K | +15.4K |
| CITADEL ADVISORS LLC | Reduced | 51.2K | 36.1K | -15.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 20.1K | 5.0K | -15.1K |
| XTX Topco Ltd | Reduced | 43.8K | 29.9K | -14.0K |
| Schonfeld Strategic Advisors LLC | New | 0 | 13.6K | +13.6K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 815.2K | 828.0K | +12.8K |
| Brevan Howard Capital Management LP | Sold Out | 11.7K | 0 | -11.7K |
| Connor, Clark & Lunn Investment Management Ltd. | Increased | 45.4K | 57.1K | +11.7K |
| DARK FOREST CAPITAL MANAGEMENT LP | Sold Out | 11.0K | 0 | -11.0K |
| Holocene Advisors, LP | Increased | 5.0K | 15.6K | +10.7K |
| Cetera Investment Advisers | Increased | 17.9K | 28.2K | +10.4K |
| US BANCORP \DE\ | Reduced | 110.8K | 100.7K | -10.1K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.