13FBOX
OTTER TAIL CORP · 13F Institutional Holdings
Options Calculator Rankings

OTTER TAIL CORP

OTTR
Institutions
362
Combined AUM (Q2 2026)
$2.65B
Combined Shares (Q2 2026)
29.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.9M
193 · 52 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.7M
134 · 35 Exit · ≈
⚖️ Net
+253,806
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.65B
Institutions
362
New Buys
52
Adds
141
Reduces
99
Exits
35
Unchanged
70
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.01%0.01%#121$590.1M6.6M$563.9M6.4M+133,222+2.07%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.01%0.01%#97$269.6M3.0M$258.7M2.9M+49,138+1.67%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#180$170.2M1.9M$163.8M1.9M+25,530+1.37%Add
STATE STREET CORP
<0.01%<0.01%#168$148.1M1.6M$137.7M1.6M+76,434+4.87%Add
LSV ASSET MANAGEMENT
0.19%0.2%#16$106.8M1.2M$91.5M1.0M+143,548+13.76%Add
GEODE CAPITAL MANAGEMENT, LLC
0.01%0.01%#152$100.2M1.1M$92.6M1.1M+57,999+5.50%Add
MORGAN STANLEY
<0.01%<0.01%#175$79.7M885,376$43.6M531,690+353,686+66.52%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#94$74.5M828,016$71.6M815,241+12,775+1.57%Add
TWO SIGMA INVESTMENTS, LP
0.05%0.05%#45$65.3M725,769$58.2M662,934+62,835+9.48%Add
FIRST TRUST ADVISORS LP
0.03%0.04%#57$57.3M637,043$53.2M606,504+30,539+5.04%Add
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
0.07%0.08%#37$48.6M539,873$50.0M569,933-30,060-5.27%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#138$46.8M519,756$46.0M524,121-4,365-0.83%Reduce
GABELLI FUNDS LLC
0.27%0.28%#11$41.6M462,200$41.0M467,200-5,000-1.07%Reduce
NORTHERN TRUST CORP
<0.01%0.01%#163$40.8M453,446$37.9M432,012+21,434+4.96%Add
D. E. Shaw & Co., Inc.
0.02%0.02%#84$40.2M447,021$35.1M399,426+47,595+11.92%Add
Bank of New York Mellon Corp
0.01%0.01%#155$32.2M358,275$30.8M350,608+7,667+2.19%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#239$28.3M315,978$29.1M339,633-23,655-6.96%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#229$28.1M312,589$29.5M336,483-23,894-7.10%Reduce
VANGUARD FIDUCIARY TRUST CO
0.01%0.01%#149$25.1M278,778$23.9M272,408+6,370+2.34%Add
VICTORY CAPITAL MANAGEMENT INC
0.01%0.01%#92$24.8M276,060$22.2M252,376+23,684+9.38%Add
Nuveen, LLC
0.01%<0.01%#145$24.2M268,456$16.6M189,228+79,228+41.87%Add
GAMCO INVESTORS, INC. ET AL
0.21%0.23%#15$23.8M264,798$23.2M264,800-2-0.00%Reduce
PRICE T ROWE ASSOCIATES INC /MD/
<0.01%<0.01%#213$23.4M260,050$11.6M132,470+127,580+96.31%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#223$22.4M249,295$42.6M485,351-236,056-48.64%Reduce
PRINCIPAL FINANCIAL GROUP INC
0.01%0.01%#108$21.0M233,558$20.4M231,889+1,669+0.72%Add
ADAGE CAPITAL PARTNERS GP, L.L.C.
0.03%0.05%#70$18.9M210,546$30.0M342,000-131,454-38.44%Reduce
Invesco Ltd.
<0.01%<0.01%#248$18.0M199,684$19.8M225,173-25,489-11.32%Reduce
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.05%0.05%#49$17.6M195,071$17.4M198,660-3,589-1.81%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#206$16.7M185,376$15.6M178,161+7,215+4.05%Add
FEDERATED HERMES, INC.
0.02%0.02%#76$15.7M174,664$14.7M167,565+7,099+4.24%Add
UBS Group AG
<0.01%<0.01%#238$12.2M135,671$13.7M156,553-20,882-13.34%Reduce
Bank & Trust Co
6.79%7.05%#1$10.8M119,641$10.5M119,236+405+0.34%Add
RHUMBLINE ADVISERS
0.01%0.01%#131$9.4M104,092$8.7M98,929+5,163+5.22%Add
US BANCORP \DE\
0.01%0.01%#111$9.1M100,662$9.7M110,811-10,149-9.16%Reduce
WHITTIER TRUST CO
0.09%0.1%#30$8.9M98,904$8.8M99,012-108-0.11%Reduce
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#230$8.8M97,439$8.4M95,749+1,690+1.77%Add
LPL Financial LLC
<0.01%<0.01%#224$8.6M95,971$5.1M58,438+37,533+64.23%Add
FRANKLIN RESOURCES INC
<0.01%<0.01%#233$8.1M90,522$9.8M112,072-21,550-19.23%Reduce
AMERICAN CENTURY COMPANIES INC
<0.01%<0.01%#184$7.8M86,785$5.6M63,482+23,303+36.71%Add
CONTRAVISORY INVESTMENT MANAGEMENT, INC.
1.37%#2$7.8M86,441$00+86,441New Buy
Legal & General Group Plc
<0.01%<0.01%#236$7.7M85,285$8.3M94,077-8,792-9.35%Reduce
DENALI ADVISORS LLC
0.77%0.88%#5$7.7M85,102$7.9M89,909-4,807-5.35%Reduce
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.02%0.02%#77$7.5M83,053$7.1M80,353+2,700+3.36%Add
ProShare Advisors LLC
0.01%0.01%#105$7.3M80,928$6.6M74,889+6,039+8.06%Add
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
0.01%0.01%#110$7.1M78,855$7.2M81,968-3,113-3.80%Reduce
Swiss National Bank
<0.01%<0.01%#182$6.8M75,800$6.5M74,400+1,400+1.88%Add
Universal- Beteiligungs- und Servicegesellschaft mbH
0.01%0.01%#107$6.8M75,539$6.6M75,655-116-0.15%Reduce
Phocas Financial Corp.
0.91%1.05%#4$6.5M72,681$6.7M76,483-3,802-4.97%Reduce
Qube Research & Technologies Ltd
0.01%0.03%#142$6.5M72,311$23.5M267,854-195,543-73.00%Reduce
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#216$6.4M71,147$11.4M130,211-59,064-45.36%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow