Who Owns Otter Tail Corporation (OTTR)?Hedge Fund & Institutional Holders

$87.25+1.94 (+2.27%)UtilitiesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

1.9704241564417112e+266%

QoQ Change in Holders

+11 / -2

Price History

$72.89$77.18$81.47$85.75$90.04Sep 24Jun 25Mar 26

OTTR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
PRINCIPAL FINANCIAL GROUP INCNew Position+200K+$16.1B
FEDERATED HERMES, INC.New Position+205K+$16.0B
ADAGE CAPITAL PARTNERS GP, L.L.C.Increased+179K+$13.5B
TWO SIGMA ADVISERS, LPIncreased+124K+$10.0B
TWO SIGMA INVESTMENTS, LPIncreased+134K+$9.7B
WHITTIER TRUST CONew Position+90K+$7.4B
Buck Wealth Strategies, LLCNew Position+73K+$5.9B
NEW YORK STATE COMMON RETIREMENT FUNDNew Position+69K+$5.0B
Universal- Beteiligungs- und Servicegesellschaft mbHNew Position+56K+$4.5B
WHITTIER TRUST CO OF NEVADA INCNew Position+48K+$3.9B
Palisades Investment Partners, LLCNew Position+41K+$3.3B
MUFG Securities EMEA plcNew Position+44K+$3.0B
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDIncreased+35K+$2.7B
ExodusPoint Capital Management, LPNew Position+26K+$2.0B
DARK FOREST CAPITAL MANAGEMENT LPNew Position+25K+$2.0B

OTTR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
FIRST TRUST ADVISORS LPDecreased-654K-$55.1B
JPMORGAN CHASE & CODecreased-187K-$16.6B
TUDOR INVESTMENT CORP ET ALDecreased-66K-$11.6B
VOLORIDGE INVESTMENT MANAGEMENT, LLCDecreased-3K-$9.4B
RENAISSANCE TECHNOLOGIES LLCDecreased-95K-$7.8B
ProShare Advisors LLCDecreased-2K-$6.7B
LPL Financial LLCDecreased-2K-$5.4B
NORTHERN TRUST CORPDecreased-28K-$5.3B
Schonfeld Strategic Advisors LLCClosed Position-63K-$5.2B
Trexquant Investment LPDecreased-32K-$4.6B
UBS Group AGDecreased-53K-$4.4B
DIMENSIONAL FUND ADVISORS LPDecreased-8K-$4.4B
BALYASNY ASSET MANAGEMENT L.P.Decreased-27K-$2.5B
Edgestream Partners, L.P.Closed Position-29K-$2.4B
D. E. Shaw & Co., Inc.Decreased-12K-$2.3B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1FIRST TRUST ADVISORS LP810,087$65.0B0.05%Share
2DIMENSIONAL FUND ADVISORS LP813,610$65.0B0.01%Share
3CAISSE DE DEPOT ET PLACEMENT DU QUEBEC554,733$44.0B0.07%Share
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC532,691$43.0B0.01%Share
5GABELLI FUNDS LLC469,100$37.0B0.25%Share
6NORTHERN TRUST CORP375,816$30.0B0.00%Share
7ADAGE CAPITAL PARTNERS GP, L.L.C.344,149$27.0B0.04%Share
8JPMORGAN CHASE & CO297,264$24.0B0.00%Share
9BANK OF AMERICA CORP /DE/299,945$24.0B0.00%Share
10GAMCO INVESTORS, INC. ET AL272,350$22.0B0.21%Share
11TWO SIGMA INVESTMENTS, LP271,653$21.0B0.03%Share
12GOLDMAN SACHS GROUP INC244,578$19.0B0.00%Share
13D. E. Shaw & Co., Inc.231,939$18.0B0.01%Share
14FEDERATED HERMES, INC.198,777$16.0B0.03%Share
15PRINCIPAL FINANCIAL GROUP INC197,921$16.0B0.01%Share
16Invesco Ltd.190,412$15.4B0.00%Share
17PUBLIC SECTOR PENSION INVESTMENT BOARD193,919$15.0B0.05%Share
18TWO SIGMA ADVISERS, LP161,100$13.0B0.03%Share
19MILLENNIUM MANAGEMENT LLC146,518$11.0B0.00%Share
20VICTORY CAPITAL MANAGEMENT INC128,413$10.0B0.01%Share
21Bank & Trust Co122,016$9.9B6.96%Share
22ROYAL BANK OF CANADA112,249$9.0B0.00%Share
23WHITTIER TRUST CO87,682$7.2B0.08%Share
24PRUDENTIAL FINANCIAL INC89,824$7.0B0.01%Share
25RHUMBLINE ADVISERS97,311$7.0B0.01%Share
26CITADEL ADVISORS LLC88,321$7.0B0.00%Share
27JPMORGAN CHASE & CO90,467$7.0B0.00%Share
28HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC83,569$6.8B0.02%Share
29UBS Group AG79,806$6.4B0.00%Share
30AMERIPRISE FINANCIAL INC81,631$6.0B0.00%Share
31GOLDMAN SACHS GROUP INC84,579$6.0B0.00%Share
32Nuveen, LLC82,850$6.0B0.00%Share
33Brandywine Global Investment Management, LLC82,701$6.0B0.04%Share
34Swiss National Bank74,400$6.0B0.00%Share
35Buck Wealth Strategies, LLC72,905$5.9B0.75%Share
36NEW YORK STATE COMMON RETIREMENT FUND69,282$5.0B0.01%Share
37Legal & General Group Plc66,163$5.0B0.00%Share
38HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND62,918$5.0B0.01%Share
39BARCLAYS PLC65,872$5.0B0.00%Share
40Nuveen, LLC69,172$5.0B0.00%Share
41Universal- Beteiligungs- und Servicegesellschaft mbH56,235$4.5B0.01%Share
42WHITTIER TRUST CO OF NEVADA INC47,958$3.9B0.08%Share
43Palisades Investment Partners, LLC40,891$3.3B1.25%Share
44Man Group plc47,320$3.0B0.01%Share
45MUFG Securities EMEA plc44,000$3.0B0.03%Share
46WELLS FARGO & COMPANY/MN43,164$3.0B0.00%Share
47ALLIANCEBERNSTEIN L.P.45,887$3.0B0.00%Share
48FIRST MANHATTAN CO. LLC.38,210$3.0B0.01%Share
49AMERICAN CENTURY COMPANIES INC39,917$3.0B0.00%Share
50US BANCORP \DE\34,442$2.8B0.00%Share

OTTR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025348$789.8B+111
Q3 2025237$883.3B-64
Q2 2025301$621.0B-27
Q1 2025328$1.6T+37
Q4 2024291$4.7T+32
Q3 2024259$58.8T+7
Q2 2024252$65.5T+23
Q1 2024229$270.8T—

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As of Q4 2025, 50 institutional investors hold OTTR (Otter Tail Corporation). The largest holder is FIRST TRUST ADVISORS LP with $65.0B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own OTTR?

As of Q4 2025, 50 institutional investors report holding OTTR (Otter Tail Corporation) in their 13F filings.

Who is the largest institutional holder of OTTR?

The largest institutional holder of OTTR is FIRST TRUST ADVISORS LP with $65.0B in shares.

Is institutional ownership of OTTR increasing or decreasing?

This quarter, 11 institutions opened new positions in OTTR and 2 closed their positions.