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OTTR in the 13F filings

Otter Tail Corp · CUSIP 689648103

Sector · UtilitiesTheme · Electric utilitiesTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 5 Feb 2026
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 2 listed it in both
Shares listed
2,337,262
combined, among listed positions
Reported value
$189m
combined, at the quarter end

Among the 92 comparable managers: 14 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +215,439.

Managers listing OTTR in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
GAMCO Investors Inc272,350$22m0.21%Held05 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP271,653$22munder 0.1%Added+134,02917 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.248,239$20munder 0.1%Trimmed-11,77317 Feb 2026 (the filing on sec.gov)
Invesco Ltd231,178$19munder 0.1%Trimmed-5,46819 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP173,429$14munder 0.1%Added+20,86313 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP161,100$13munder 0.1%Added+124,00017 Feb 2026 (the filing on sec.gov)
Millennium Management LLC146,518$12munder 0.1%Added+16,23517 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC139,137$11munder 0.1%Added+101,41912 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC115,209$9.3munder 0.1%Trimmed-3,57617 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC112,021$9.1munder 0.1%Trimmed-2,84617 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC83,926$6.8munder 0.1%Added+67,13213 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp75,005$6.1munder 0.1%Trimmed-66,27817 Feb 2026 (the filing on sec.gov)
Man Group PLC47,320$3.8munder 0.1%Trimmed-13,99217 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP45,887$3.7munder 0.1%Added+2,24017 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc44,543$3.6munder 0.1%Added+1,79717 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP35,029$2.8munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP25,973$2.1munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC15,930$1.3munder 0.1%Added+1,36117 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd15,542$1.3munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC15,313$1.2munder 0.1%Trimmed-27,33817 Feb 2026 (the filing on sec.gov)
Winton Group Ltd14,554$1.2munder 0.1%Added+15511 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC13,298$1.1munder 0.1%Trimmed-94,61212 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP12,175$984kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP7,998$646kunder 0.1%Trimmed-15,19710 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)7,835$633kunder 0.1%Added+1,48017 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

02462014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
OTTR by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20132$9.3mn.a.n.a.
Q3 20133$12mn.a.n.a.
Q4 20132$12mn.a.n.a.
Q1 20143$12mn.a.n.a.
Q2 20142$12mn.a.n.a.
Q3 20141$11mn.a.n.a.
Q4 20141$12mn.a.n.a.
Q1 20151$13mn.a.n.a.
Q2 20151$11mn.a.n.a.
Q3 20151$10mn.a.n.a.
Q4 20151$11mn.a.n.a.
Q1 20161$12mn.a.n.a.
Q2 20161$13mn.a.n.a.
Q3 20162$17mn.a.n.a.
Q4 20162$26mn.a.n.a.
Q1 20172$19mn.a.n.a.
Q2 20171$16mn.a.n.a.
Q3 20171$17mn.a.n.a.
Q4 20171$18mn.a.n.a.
Q1 20181$17mn.a.n.a.
Q2 20181$19mn.a.n.a.
Q3 20182$62mn.a.n.a.
Q4 20183$66mn.a.n.a.
Q1 20192$19mn.a.n.a.
Q2 20191$18mn.a.n.a.
Q3 20191$17mn.a.n.a.
Q4 20191$16mn.a.n.a.
Q1 20203$55mn.a.n.a.
Q2 20202$12mn.a.n.a.
Q3 20201$15mn.a.n.a.
Q4 20201$18mn.a.n.a.
Q1 20211$19mn.a.n.a.
Q2 20211$19mn.a.n.a.
Q3 20211$21mn.a.n.a.
Q4 20211$25mn.a.n.a.
Q1 20222$23mn.a.n.a.
Q2 20222$30mn.a.n.a.
Q3 20222$32mn.a.n.a.
Q4 20222$27mn.a.n.a.
Q1 20232$24mn.a.n.a.
Q2 20232$24mn.a.n.a.
Q3 20231$22mn.a.n.a.
Q4 20232$24m11
Q1 20242$28m11
Q2 20243$32m21
Q3 20244$37m31
Q4 20244$31m31
Q1 20254$31m31
Q2 20253$25m12
Q3 20252$24m11
Q4 20253$36m1413
Q1 20265$86m1514
Q2 20264$93m1315

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

OTTR and SO →OTTR and D →OTTR and NEE →Choose a stock to compare with OTTR →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own OTTR, latest filings →Back to the 13F Explorer →