| 0.00% |
| 4 | STATE STREET CORP | 1.6M | $148.1M | +4.9% | 3.920% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $100.2M | +5.5% | 2.651% | 0.01% |
| 6 | MORGAN STANLEY | 885K | $79.7M | +35.3% | 2.109% | 0.00% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 828K | $74.5M | +1.6% | 1.972% | 0.01% |
| 8 | TWO SIGMA INVESTMENTS, LP | 726K | $65.3M | +9.5% | 1.729% | 0.05% |
| 9 | FIRST TRUST ADVISORS LP | 637K | $57.3M | +5.0% | 1.517% | 0.03% |
| 10 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 540K | $48.6M | -5.3% | 1.286% | 0.07% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 520K | $46.8M | -0.8% | 1.238% | 0.01% |
| 12 | GABELLI FUNDS LLC | 462K | $41.6M | -1.1% | 1.101% | 0.27% |
| 13 | NORTHERN TRUST CORP | 453K | $40.8M | +5.0% | 1.080% | 0.00% |
| 14 | D. E. Shaw & Co., Inc. | 447K | $40.2M | +11.9% | 1.065% | 0.02% |
| 15 | Bank of New York Mellon Corp | 358K | $32.2M | +2.2% | 0.853% | 0.01% |
| 16 | JPMORGAN CHASE & CO | 316K | $28.3M | -7.0% | 0.753% | 0.00% |
| 17 | BANK OF AMERICA CORP /DE/ | 313K | $28.1M | -7.1% | 0.745% | 0.00% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 279K | $25.1M | +2.3% | 0.664% | 0.01% |
| 19 | VICTORY CAPITAL MANAGEMENT INC | 276K | $24.8M | +9.4% | 0.657% | 0.01% |
| 20 | Nuveen, LLC | 268K | $24.2M | +41.9% | 0.639% | 0.01% |
| 21 | GAMCO INVESTORS, INC. ET AL | 265K | $23.8M | 0.0% | 0.631% | 0.21% |
| 22 | GOLDMAN SACHS GROUP INC | 249K | $22.4M | -48.6% | 0.594% | 0.00% |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 234K | $21.0M | +0.7% | 0.556% | 0.01% |
| 24 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 211K | $18.9M | -38.4% | 0.502% | 0.03% |
| 25 | Invesco Ltd. | 200K | $18.0M | -11.3% | 0.476% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in OTTR — a direct measure of their conviction.
| 65.08% |
| +0.05 pp |
| $2.15B |
| +9.3% |
| Q4 2024 | 319 | +0.0% | 65.03% | +2.49 pp | $1.97B | 0.6% |
| Q3 2024 | 319 | — | 62.54% | — | $1.98B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
OTTR institutional ownership rose by 0.28 percentage points quarter-over-quarter, with a net change of +14 holders.
The top 10 institutions account for 64.2% of all reported 13F value in OTTR, and the top 25 account for 81.6%.
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