Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in OTTR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.4M | $563.9M | +0.5% | 15.313% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.9M | $258.7M | β | 7.025% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | $163.8M | β | 4.447% | 0.00% |
| 4 | STATE STREET CORP | 1.6M | $137.7M | +0.5% | 3.741% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $92.6M | +3.5% | 2.514% | 0.01% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 815K | $71.6M | -4.2% | 1.943% | 0.01% |
| 7 | TWO SIGMA INVESTMENTS, LP | 663K | $58.2M | +144.0% | 1.580% | 0.05% |
| 8 | MORGAN STANLEY | 654K | $57.4M | +16.4% | 1.560% | 0.00% |
| 9 | FIRST TRUST ADVISORS LP | 607K | $53.2M | -25.2% | 1.446% | 0.04% |
| 10 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 570K | $50.0M | +2.7% | 1.359% | 0.08% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 524K | $46.0M | -1.6% | 1.249% | 0.01% |
| 12 | GOLDMAN SACHS GROUP INC | 485K | $42.6M | +47.4% | 1.157% | 0.00% |
| 13 | GABELLI FUNDS LLC | 467K | $41.0M | -0.4% | 1.114% | 0.28% |
| 14 | NORTHERN TRUST CORP | 432K | $37.9M | +4.2% | 1.030% | 0.01% |
| 15 | D. E. Shaw & Co., Inc. | 399K | $35.1M | +60.9% | 0.952% | 0.03% |
| 16 | Bank of New York Mellon Corp | 351K | $30.8M | -2.2% | 0.836% | 0.01% |
| 17 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 342K | $30.0M | -0.6% | 0.815% | 0.05% |
| 18 | BANK OF AMERICA CORP /DE/ | 336K | $29.5M | +3.5% | 0.802% | 0.00% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 272K | $23.9M | β | 0.649% | 0.01% |
| 20 | Qube Research & Technologies Ltd | 268K | $23.5M | +33.1% | 0.638% | 0.03% |
| 21 | GAMCO INVESTORS, INC. ET AL | 265K | $23.2M | -2.8% | 0.631% | 0.23% |
| 22 | VICTORY CAPITAL MANAGEMENT INC | 252K | $22.2M | +96.5% | 0.602% | 0.01% |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 232K | $20.4M | +16.2% | 0.553% | 0.01% |
| 24 | Invesco Ltd. | 225K | $19.8M | -2.6% | 0.537% | 0.00% |
| 25 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 199K | $17.4M | +2.4% | 0.473% | 0.05% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in OTTR β a direct measure of their conviction.
Filings activity in OTTR during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new OTTR position in Q1 2026
Institutions that fully closed their OTTR position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 339 | 3.1% | 63.99% | +5.10 pp | $2.41B | +8.7% |
| Q4 2025 | 350 | +3.9% | 58.89% | 1.46 pp | $2.21B | 2.4% |
| Q3 2025 | 337 | 0.6% | 60.35% | +5.06 pp | $2.27B | +9.2% |
| Q2 2025 | 339 | +3.4% | 55.29% | 2.04 pp | $2.08B | 3.6% |
| Q1 2025 | 328 | +2.8% | 57.33% | +4.88 pp | $2.15B | +9.3% |
| Q4 2024 | 319 | +0.0% | 52.45% | 0.32 pp | $1.97B | 0.6% |
| Q3 2024 | 319 | +3.2% | 52.77% | 22.81 pp | $1.98B | 30% |
| Q2 2024 | 309 | β | 75.58% | β | $2.84B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying OTTR stock.
Based on Q1 2026 13F filings, institutional ownership of Otter Tail Corporation stands at 64.0%, held across 339 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of OTTR, with approximately 6,424,374 shares worth $0.56B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of OTTR, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for OTTR is 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
32 institutions opened new positions in OTTR during Q1 2026, while 43 fully exited. 248 added to existing positions and 59 trimmed.
OTTR institutional ownership rose by 5.10 percentage points quarter-over-quarter, with a net change of -11 holders.
The top 10 institutions account for 62.7% of all reported 13F value in OTTR, and the top 25 account for 81.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Otter Tail Corporation (OTTR) Institutional Ownership