OTTR Institutional Ownership
Who owns Otter Tail Corp and what the big funds did with it last quarter, from every SEC 13F filing. 363 funds reported holding OTTR at Jun 30, 2026, together owning 70.1% of the company.
- ▲188 buying vs 126 selling
- ●Held by funds +0.5 pts
- ▲Funds holding +14
- ▼Superinvestors: 1 added, 3 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 363 | 349 | +4.0% |
| In funds' top 10 | 1 | 1 | 0.0% |
| 13F shares | 29.4M | 29.2M | +0.7% |
| Held by funds | 70.1% | 69.7% | +0.5 pts |
| New positions | 44 | 24 | +83.3% |
| Increased | 144 | 138 | +4.3% |
| Reduced | 98 | 95 | +3.2% |
| Sold out | 28 | 30 | −6.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in OTTR
All superinvestors →
Who owns OTTR
share of fund held shares- Index and passive funds58.9%
- Active managers and hedge funds27.3%
- Banks and brokers11.7%
- Pensions, insurers and other2.1%
The top 10 holders own 62.7% of all OTTR shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
91 funds changed their position- Congress Asset Management CoNew+166K sh
- Inspire Investing, LLCTrimmed−28K sh
- Principal Financial Group IncTrimmed−33K sh
- ProShare Advisors LLCAdded+31K sh
- Vest Financial, LLCTrimmed−20K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 15.62% | 6.6M | $590M | +133K |
| 2 | Vanguard Portfolio Management LLC | 7.14% | 3M | $270M | +49K |
| 3 | Vanguard Capital Management LLC | 4.50% | 1.9M | $170M | +26K |
| 4 | State Street Corp | 3.92% | 1.6M | $148M | +76K |
| 5 | Lsv Asset Management | 2.83% | 1.2M | $107M | +144K |
| 6 | Geode Capital Management, LLC | 2.65% | 1.1M | $100M | +58K |
| 7 | Morgan Stanley | 2.11% | 885K | $79.7M | +231K |
| 8 | Dimensional Fund Advisors LP | 1.97% | 828K | $74.5M | +13K |
| 9 | Two Sigma Investments, LP | 1.73% | 726K | $65.3M | +63K |
| 10 | First Trust Advisors LP | 1.52% | 637K | $57.3M | +31K |
- Morgan Stanley+231K sh+$20.8M
- Lsv Asset Management+144K sh+$12.9M
- BlackRock, Inc.+133K sh+$12M
- Price T Rowe Associates Inc /md/+128K sh+$11.5M
- Contravisory Investment Management, Inc.+86K sh+$7.8M
- Nuveen, LLC+79K sh+$7.1M
- State Street Corp+76K sh+$6.9M
- Two Sigma Investments, LP+63K sh+$5.7M
- Goldman Sachs Group Inc−236K sh−$21.2M
- Qube Research & Technologies Ltd−196K sh−$17.6M
- Adage Capital Partners Gp, L.l.c.−131K sh−$11.8M
- Jane Street Group, LLC−117K sh−$10.3M
- Marshall Wace, LLP−95K sh−$8.4M
- Hrt Financial LP−79K sh−$6.9M
- Voloridge Investment Management, LLC−67K sh−$6.1M
- Millennium Management LLC−59K sh−$5.3M
OTTR institutional ownership FAQ
Who owns the most OTTR stock?
In Q2 2026 13F filings the largest holder of OTTR was BlackRock, Inc., followed by Vanguard Portfolio Management LLC and Vanguard Capital Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of OTTR is owned by institutions?
Funds that file 13F reports held 70.1% of OTTR's shares at Jun 30, 2026, compared with 69.7% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying OTTR?
In Q2 2026, 188 funds bought OTTR (44 of them new positions) and 126 sold (28 sold out completely). Among well known investors, 1 added and 3 cut. Our fund sentiment for OTTR is neutral.
What is OTTR's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this OTTR ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.