OTTER TAIL CORP (OTTR) Institutional Ownership Changes & 13F Activity
OTTER TAIL CORP (OTTR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Goldman Sachs Group Inc, Invesco Ltd., Qube Research & Technologies Ltd, Adage Capital Partners Gp, L.L.C., and Price T Rowe Associates Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Security National Bank Of Sioux City Iowa | Buy | +300 | — | 300 | $26.99K | Q2 2026 | Sep 18, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -113 | -24.9% | 341 | $30.68K | Q2 2026 | Sep 15, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +1,656 | +9.2% | 19,564 | $1.76M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -15,149 | -29.6% | 36,053 | $3.24M | Q2 2026 | Sep 02, 2026 |
| Alternative Investment Advisors, Llc. | Buy | +31 | +0.7% | 4,799 | $431.83K | Q2 2026 | Aug 31, 2026 |
| Corient Private Wealth Llc | Buy | +426 | +17.5% | 2,862 | $257.55K | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -1,303 | -2.9% | 43,201 | $3.89M | Q2 2026 | Aug 24, 2026 |
| Mercer Global Advisors Inc | Buy | +311 | +7.4% | 4,539 | $408.45K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +20 | +0.7% | 3,049 | $274.31K | Q2 2026 | Aug 18, 2026 |
| Fulcrum Asset Management Llp | Buy | +6 | — | 6 | $533.00 | Q2 2026 | Aug 18, 2026 |
| Jefferies Financial Group Inc. | Buy | +10,082 | — | 10,082 | $907.18K | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Buy | +8,170 | — | 8,170 | $735.14K | Q2 2026 | Aug 17, 2026 |
| Capstone Investment Advisors, Llc | Buy | +5,673 | +50.9% | 16,814 | $1.51M | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Buy | +35 | +5.3% | 699 | $62.90K | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Buy | +11 | — | 11 | $990.00 | Q2 2026 | Aug 17, 2026 |
| Goldman Sachs Group Inc | Sell | -236,056 | -48.6% | 249,295 | $22.43M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +199,684 | — | 199,684 | $17.97M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Sell | -195,543 | -73.0% | 72,311 | $6.51M | Q2 2026 | Aug 14, 2026 |
| Adage Capital Partners Gp, L.L.C. | Sell | -131,454 | -38.4% | 210,546 | $18.94M | Q2 2026 | Aug 14, 2026 |
| Price T Rowe Associates Inc | Buy | +127,580 | +96.3% | 260,050 | $23.40M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +97,439 | — | 97,439 | $8.77M | Q2 2026 | Aug 14, 2026 |
| Voloridge Investment Management, Llc | Sell | -67,372 | -74.5% | 23,067 | $2.08M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +62,835 | +9.5% | 725,769 | $65.30M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -59,064 | -45.4% | 71,147 | $6.40M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +47,595 | +11.9% | 447,021 | $40.22M | Q2 2026 | Aug 14, 2026 |
| Man Group Plc | Sell | -41,416 | -74.1% | 14,471 | $1.30M | Q2 2026 | Aug 14, 2026 |
| Tudor Investment Corp Et Al | Sell | -33,227 | -38.7% | 52,639 | $4.74M | Q2 2026 | Aug 14, 2026 |
| Nomura Asset Management International Inc. | Buy | +31,200 | — | 31,200 | $2.81M | Q2 2026 | Aug 14, 2026 |
| Caisse De Depot Et Placement Du Quebec | Sell | -30,060 | -5.3% | 539,873 | $48.58M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -23,894 | -7.1% | 312,589 | $28.13M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about OTTR activity
Which institutional owners are buying OTTR?
Institutional owners buying OTTR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in OTTR activity?
"Buy" means an investor increased their reported position in OTTR compared to the prior reporting period. This reflects growing exposure to OTTER TAIL CORP (OTTR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OTTR increasing?
Institutional interest in OTTR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related OTTR Institutional Insights
- OTTR Overview
- OTTR 13F Institutional Holders
- OTTR Top Institutional Shareholders
- Utilities Sector Institutional Ownership
- Utilities Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Utilities Stocks By Institutional Investors
- Most Sold Utilities Stocks By Institutional Investors
- OTTR Insider Trading & SEC Form 4 Activity
- OTTR Articles
- Top Institutional Investor Stock Rankings