OTTER TAIL CORP COM

OTTER TAIL CORP COM is a security (CUSIP 689648103) tracked across SEC portfolio filings. 370 institutional managers reported $2.4B on Form 13F as of 2026-06-30; 28 registered fund positions totaling $178.3M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 370 managers by value.

ManagerLocationValueShares
BlackRock, Inc.New York, NY$563.9M6,424,374
VANGUARD GROUP INCValley Forge, PA$408.9M5,059,480
STATE STREET CORPBOSTON, MA$137.7M1,569,348
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$92.6M1,054,887
DIMENSIONAL FUND ADVISORS LPAUSTIN, TX$71.6M815,241
TWO SIGMA INVESTMENTS, LPNew York, NY$58.2M662,934
MORGAN STANLEYNEW YORK, NY$57.4M654,434
FIRST TRUST ADVISORS LPWheaton, IL$53.2M606,504
CAISSE DE DEPOT ET PLACEMENT DU QUEBECMONTREAL, A8$50.0M569,933
CHARLES SCHWAB INVESTMENT MANAGEMENT INCSAN FRANCISCO, CA$46.0M524,121
GOLDMAN SACHS GROUP INCNEW YORK, NY$42.6M485,351
GABELLI FUNDS LLCRYE, NY$41.0M467,200
NORTHERN TRUST CORPCHICAGO, IL$37.9M432,012
D. E. Shaw & Co., Inc.New York, NY$35.1M399,426
Bank of New York Mellon CorpNEW YORK, NY$32.2M358,275

Top fund holders (N-PORT)

Showing 15 of 28 fund positions by value.

FundRegistrantValue% of fund
The Gabelli Utilities FundGabelli Utilities Fund$68.7M388.05%
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$41.0M5.03%
VANGUARD RUSSELL 2000 INDEX FUNDVANGUARD SCOTTSDALE FUNDS$17.2M9.79%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC$14.1M18.87%
Gabelli Utility TrustGabelli Utility Trust$9.9M339.98%
Master Small Cap Index SeriesQuantitative Master Series LLC$5.5M11.48%
VictoryShares US Small Cap High Div Volatility Wtd ETFVictory Portfolios II$3.7M145.20%
ROYCE SMALL-CAP TRUST, INC.ROYCE SMALL-CAP TRUST, INC.$2.8M12.39%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$2.0M0.35%
BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.$1.9M22.00%
JAMES SMALL CAP FUNDJAMES ADVANTAGE FUNDS$1.9M236.90%
Gabelli Global Utility & Income TrustGabelli Global Utility & Income Trust$1.8M149.76%
ALPS | OShares U.S. Small-Cap Quality Dividend ETFALPS ETF TRUST$1.7M19.78%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDVANGUARD INSTITUTIONAL INDEX FUNDS$1.7M0.57%
Fidelity Nasdaq Composite Index ETFFidelity Commonwealth Trust$1.2M1.07%

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