DaveManuel.com · Institutional Ownership · Who Owns It
OTTER TAIL CORP (OTTR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
366
Reporting holders
$2.7B
Reported value
70.1%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+17
Holder change
Institutions report 29,446,566 shares against 41,985,580 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $590.1M | 6,557,596 | 0.01% | 8q | +2.1%+$12.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $269.6M | 2,996,322 | 0.01% | 2q | +1.7%+$4.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $170.2M | 1,891,243 | 0.00% | 2q | +1.4%+$2.3M |
| STATE STREET CORP | $148.1M | 1,645,782 | 0.00% | 31q | +4.9%+$6.9M |
| LSV ASSET MANAGEMENT | $106.8M | 1,186,461 | 0.19% | 5q | +13.8%+$12.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $100.2M | 1,112,886 | 0.01% | 31q | +5.5%+$5.2M |
| MORGAN STANLEY | $79.7M | 885,376 | 0.00% | 35q | +35.3%+$20.8M |
| DIMENSIONAL FUND ADVISORS LP | $74.5M | 828,016 | 0.01% | 31q | +1.6%+$1.1M |
| TWO SIGMA INVESTMENTS, LP | $65.3M | 725,769 | 0.05% | 12q | +9.5%+$5.7M |
| FIRST TRUST ADVISORS LP | $57.3M | 637,043 | 0.03% | 31q | +5.0%+$2.7M |
| Caisse de depot et placement du Quebec | $48.6M | 539,873 | 0.07% | 8q | -5.3%-$2.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $46.8M | 519,756 | 0.01% | 31q | -0.8%-$392.8K |
| GABELLI FUNDS LLC | $41.6M | 462,200 | 0.27% | 31q | -1.1%-$449.9K |
| NORTHERN TRUST CORP | $40.8M | 453,446 | 0.00% | 31q | +5.0%+$1.9M |
| D. E. Shaw & Co., Inc. | $40.2M | 447,021 | 0.02% | 13q | +11.9%+$4.3M |
| Bank of New York Mellon Corp | $32.2M | 358,275 | 0.01% | 31q | +2.2%+$689.9K |
| JPMORGAN CHASE & CO | $28.3M | 315,978 | 0.00% | 31q | -7.0%-$2.1M |
| BANK OF AMERICA CORP /DE/ | $28.1M | 312,589 | 0.00% | 31q | -7.1%-$2.1M |
| VANGUARD FIDUCIARY TRUST CO | $25.1M | 278,778 | 0.01% | 2q | +2.3%+$573.2K |
| VICTORY CAPITAL MANAGEMENT INC | $24.8M | 276,060 | 0.01% | 31q | +9.4%+$2.1M |
| Nuveen, LLC | $24.2M | 268,456 | 0.01% | 6q | +41.9%+$7.1M |
| GAMCO INVESTORS, INC. ET AL | $23.8M | 264,798 | 0.21% | 31q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $23.4M | 260,050 | 0.00% | 31q | +96.3%+$11.5M |
| GOLDMAN SACHS GROUP INC | $22.4M | 249,295 | 0.00% | 31q | -48.6%-$21.2M |
| PRINCIPAL FINANCIAL GROUP INC | $21.0M | 233,558 | 0.01% | 19q | +0.7%+$150.2K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $18.9M | 210,546 | 0.03% | 6q | -38.4%-$11.8M |
| Invesco Ltd. | $18.0M | 199,684 | 0.00% | 31q | -11.3%-$2.3M |
| Public Sector Pension Investment Board | $17.6M | 195,071 | 0.05% | 14q | -1.8%-$322.9K |
| ROYAL BANK OF CANADA | $16.7M | 185,376 | 0.00% | 31q | +4.0%+$649.2K |
| FEDERATED HERMES, INC. | $15.7M | 174,664 | 0.02% | 29q | +4.2%+$638.8K |
| UBS Group AG | $12.2M | 135,671 | 0.00% | 31q | -13.3%-$1.9M |
| Bank & Trust Co | $10.8M | 119,641 | 6.79% | 9q | HELD |
| RHUMBLINE ADVISERS | $9.4M | 104,092 | 0.01% | 31q | +5.2%+$464.6K |
| US BANCORP \DE\ | $9.1M | 100,662 | 0.01% | 31q | -9.2%-$913.2K |
| WHITTIER TRUST CO | $8.9M | 98,904 | 0.09% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $8.8M | 97,439 | 0.00% | 31q | +1.8%+$152.1K |
| LPL Financial LLC | $8.6M | 95,971 | 0.00% | 31q | +64.2%+$3.4M |
| FRANKLIN RESOURCES INC | $8.1M | 90,522 | 0.00% | 20q | -19.2%-$1.9M |
| AMERICAN CENTURY COMPANIES INC | $7.8M | 86,785 | 0.00% | 20q | +36.7%+$2.1M |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $7.8M | 86,441 | 1.37% | new | NEW |
| Legal & General Group Plc | $7.7M | 85,285 | 0.00% | 31q | -9.3%-$791.1K |
| DENALI ADVISORS LLC | $7.7M | 85,102 | 0.77% | 7q | -5.3%-$432.5K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7.5M | 83,053 | 0.02% | 27q | +3.4%+$242.9K |
| ProShare Advisors LLC | $7.3M | 80,928 | 0.01% | 23q | +8.1%+$543.4K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $7.1M | 78,855 | 0.01% | 4q | -3.8%-$280.1K |
| Swiss National Bank | $6.8M | 75,800 | 0.00% | 31q | +1.9%+$126.0K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $6.8M | 75,539 | 0.01% | 6q | HELD |
| Phocas Financial Corp. | $6.5M | 72,681 | 0.91% | 22q | -5.0%-$342.1K |
| Qube Research & Technologies Ltd | $6.5M | 72,311 | 0.01% | 9q | -73.0%-$17.6M |
| MILLENNIUM MANAGEMENT LLC | $6.4M | 71,147 | 0.00% | 13q | -45.4%-$5.3M |
| NEW YORK STATE COMMON RETIREMENT FUND | $6.4M | 70,882 | 0.01% | 31q | +2.3%+$144.0K |
| PRUDENTIAL FINANCIAL INC | $6.2M | 68,569 | 0.01% | 31q | -1.5%-$94.5K |
| WELLS FARGO & COMPANY/MN | $6.1M | 67,333 | 0.00% | 31q | +38.9%+$1.7M |
| RAYMOND JAMES FINANCIAL INC | $5.4M | 59,697 | 0.00% | 7q | +39.7%+$1.5M |
| Connor, Clark & Lunn Investment Management Ltd. | $5.1M | 57,071 | 0.01% | 11q | +25.7%+$1.1M |
| Squarepoint Ops LLC | $5.0M | 55,880 | 0.01% | 7q | -9.3%-$517.1K |
| BNP PARIBAS FINANCIAL MARKETS | $4.9M | 54,910 | 0.00% | 31q | -11.6%-$651.3K |
| TUDOR INVESTMENT CORP ET AL | $4.7M | 52,639 | 0.01% | 10q | -38.7%-$3.0M |
| CITIGROUP INC | $4.5M | 50,314 | 0.00% | 31q | +45.9%+$1.4M |
| WHITTIER TRUST CO OF NEVADA INC | $4.5M | 49,054 | 0.08% | 31q | HELD |
| BARCLAYS PLC | $4.3M | 47,891 | 0.00% | 31q | +10.6%+$412.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.1M | 46,061 | 0.00% | 31q | -51.3%-$4.4M |
| Linden Thomas Advisory Services, LLC | $4.0M | 44,579 | 0.32% | 13q | +96.7%+$2.0M |
| ALLIANCEBERNSTEIN L.P. | $3.9M | 44,983 | 0.00% | 31q | +7.8%+$286.1K |
| MARTINGALE ASSET MANAGEMENT L P | $3.9M | 43,830 | 0.09% | 31q | +10.3%+$368.8K |
| DEUTSCHE BANK AG\ | $3.9M | 43,790 | 0.00% | 34q | +12.8%+$448.2K |
| Palisades Investment Partners, LLC | $3.9M | 43,583 | 1.12% | 9q | -1.8%-$70.7K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.9M | 43,201 | 0.00% | 31q | -2.9%-$117.2K |
| Thrivent Financial for Lutherans | $3.9M | 42,882 | 0.01% | 14q | +1.5%+$56.9K |
| Vest Financial, LLC | $3.8M | 42,523 | 0.04% | 6q | +3.6%+$132.2K |
| CITADEL ADVISORS LLC | $3.7M incl. $485.9K options CALL | 36,053 | 0.00% | 31q | -29.6%-$1.6M |
| BENJAMIN EDWARDS INC | $3.6M | 40,275 | 0.03% | 4q | +2.7%+$94.1K |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.2M | 35,292 | 0.00% | 2q | +20.2%+$533.5K |
| CANADA LIFE ASSURANCE Co | $3.0M | 33,415 | 0.00% | 31q | -2.6%-$79.2K |
| FIRST MANHATTAN CO. LLC. | $3.0M | 33,349 | 0.01% | 31q | -1.3%-$40.7K |
| ROYCE & ASSOCIATES LP | $2.9M | 31,715 | 0.02% | 13q | +0.6%+$16.2K |
| Financial Engines Advisors L.L.C. | $2.8M | 31,490 | 0.01% | 9q | -1.4%-$39.1K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $2.8M | 31,200 | 0.00% | new | NEW |
| XTX Topco Ltd | $2.7M | 29,860 | 0.03% | 5q | -31.9%-$1.3M |
| AQR CAPITAL MANAGEMENT LLC | $2.6M | 29,182 | 0.00% | 31q | +32.4%+$642.9K |
| Inspire Investing, LLC | $2.6M | 28,393 | 0.10% | 4q | +2839200.0%+$2.6M |
| Cetera Investment Advisers | $2.5M | 28,242 | 0.00% | 10q | +57.9%+$932.0K |
| PDT Partners, LLC | $2.4M | 27,000 | 0.13% | 2q | +31.1%+$575.9K |
| Mariner, LLC | $2.4M | 26,469 | 0.00% | 14q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 25,768 | 0.00% | 31q | -4.1%-$98.7K |
| Cambridge Investment Research Advisors, Inc. | $2.3M | 25,576 | 0.00% | 23q | +229.7%+$1.6M |
| JOHN G ULLMAN & ASSOCIATES INC | $2.3M | 25,450 | 0.28% | 8q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $2.1M | 23,310 | 0.00% | 5q | +252.6%+$1.5M |
| Advisors Asset Management, Inc. | $2.1M | 23,141 | 0.03% | 14q | +8.6%+$165.3K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $2.1M | 23,067 | 0.01% | 7q | -74.5%-$6.1M |
| MetLife Investment Management, LLC | $2.0M | 22,779 | 0.01% | 32q | +7.1%+$136.0K |
| OneAscent Financial Services LLC | $2.0M | 22,625 | 0.10% | 2q | -9.6%-$215.3K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2.0M | 22,029 | 0.00% | 31q | +5.4%+$101.7K |
| ALPS ADVISORS INC | $1.9M | 21,276 | 0.01% | 17q | +2.7%+$51.2K |
| Illinois Municipal Retirement Fund | $1.9M | 20,979 | 0.02% | 12q | HELD |
| Russell Investments Group, Ltd. | $1.8M | 20,315 | 0.00% | 14q | +494.9%+$1.5M |
| WINTON GROUP Ltd | $1.8M | 19,946 | 0.06% | 14q | +36.4%+$479.1K |
| State of New Jersey Common Pension Fund D | $1.8M | 19,771 | 0.01% | 21q | -23.9%-$557.7K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1.8M | 19,692 | 0.09% | new | NEW |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.8M | 19,564 | 0.00% | 31q | +9.2%+$149.0K |
Showing the largest 100 of 366 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-01 | 2026-08-28 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-07 | KNUTSON PAUL L | VP, Human Resources | Sold | 3,500 | $325.9K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 93 | $73.3M | 833,028 | 14 | 29 | 19 | 0.0% |
| Q2 2026 | 366 | $2.7B | 29,446,566 | 44 | 135 | 90 | 0.1% |
| Q1 2026 | 349 | $2.6B | 29,246,198 | 25 | 133 | 91 | 0.1% |
| Q4 2025 | 356 | $2.3B | 28,332,009 | 37 | 109 | 107 | 0.1% |
| Q3 2025 | 347 | $2.4B | 28,839,239 | 34 | 106 | 101 | 0.1% |
| Q2 2025 | 346 | $2.1B | 27,674,798 | 45 | 96 | 121 | 0.1% |
| Q1 2025 | 334 | $2.2B | 27,461,240 | 41 | 110 | 103 | 0.1% |
| Q4 2024 | 326 | $2.0B | 27,498,482 | 31 | 118 | 87 | 0.1% |
| Q3 2024 | 330 | $2.1B | 26,427,450 | 45 | 113 | 87 | 0.1% |
| Q2 2024 | 318 | $2.2B | 24,777,050 | 44 | 105 | 74 | 0.1% |
| Q1 2024 | 306 | $2.2B | 25,683,012 | 39 | 76 | 109 | 0.1% |
| Q4 2023 | 298 | $2.2B | 25,948,623 | 33 | 82 | 91 | 0.3% |
| Q3 2023 | 277 | $1.9B | 24,887,319 | 33 | 69 | 100 | 0.6% |
| Q2 2023 | 262 | $2.0B | 25,226,903 | 29 | 74 | 89 | 0.5% |
| Q1 2023 | 258 | $1.8B | 25,386,917 | 50 | 85 | 62 | 0.2% |
| Q4 2022 | 251 | $1.2B | 20,306,893 | 32 | 73 | 82 | 1.0% |
| Q3 2022 | 256 | $1.4B | 23,192,294 | 38 | 86 | 65 | 0.6% |
| Q2 2022 | 242 | $1.5B | 22,670,230 | 41 | 67 | 71 | 0.2% |
| Q1 2022 | 225 | $1.4B | 22,359,291 | 37 | 72 | 57 | 0.1% |
| Q4 2021 | 220 | $2.2B | 30,295,044 | 36 | 59 | 60 | 0.1% |
| Q3 2021 | 196 | $1.7B | 30,044,284 | 35 | 51 | 54 | 0.0% |
| Q2 2021 | 168 | $1.5B | 30,791,720 | 20 | 55 | 43 | 0.0% |
| Q1 2021 | 168 | $1.4B | 30,228,638 | 16 | 54 | 50 | 0.1% |
| Q4 2020 | 173 | $2.0B | 46,577,340 | 25 | 56 | 41 | 0.0% |
| Q3 2020 | 159 | $1.6B | 45,390,939 | 15 | 48 | 47 | 0.0% |
| Q2 2020 | 167 | $1.8B | 46,308,359 | 25 | 46 | 51 | 0.0% |
| Q1 2020 | 172 | $2.7B | 60,802,072 | 25 | 45 | 49 | 0.0% |
| Q4 2019 | 172 | $2.3B | 45,572,804 | 15 | 56 | 46 | 0.0% |
| Q3 2019 | 179 | $2.5B | 46,288,269 | 21 | 60 | 41 | 0.0% |
| Q2 2019 | 171 | $2.4B | 45,913,215 | 20 | 52 | 44 | 0.1% |
| Q1 2019 | 175 | $2.3B | 45,653,900 | 16 | 53 | 43 | 0.0% |
| Q4 2018 | 175 | $1.6B | 31,585,258 | 2 | 2 | 4 | 0.0% |