# 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

- Issuer: OTTER TAIL CORP
- Class: COM
- CUSIP: 689648103
- Asset category: EC
- 13F holders: 370
- 13F value: $2.4B
- 13F period: 2026-06-30
- N-PORT fund positions: 28
- N-PORT value: $178.3M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 370 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BlackRock, Inc. | New York, NY | $563.9M | 6,424,374 |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $408.9M | 5,059,480 |
| STATE STREET CORP | BOSTON, MA | $137.7M | 1,569,348 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $92.6M | 1,054,887 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $71.6M | 815,241 |
| [TWO SIGMA INVESTMENTS, LP](https://search.stillhousedata.com/firm/137137) | New York, NY | $58.2M | 662,934 |
| MORGAN STANLEY | NEW YORK, NY | $57.4M | 654,434 |
| FIRST TRUST ADVISORS LP | Wheaton, IL | $53.2M | 606,504 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | MONTREAL, A8 | $50.0M | 569,933 |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT INC](https://search.stillhousedata.com/firm/106753) | SAN FRANCISCO, CA | $46.0M | 524,121 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $42.6M | 485,351 |
| [GABELLI FUNDS LLC](https://search.stillhousedata.com/firm/104949) | RYE, NY | $41.0M | 467,200 |
| NORTHERN TRUST CORP | CHICAGO, IL | $37.9M | 432,012 |
| D. E. Shaw & Co., Inc. | New York, NY | $35.1M | 399,426 |
| Bank of New York Mellon Corp | NEW YORK, NY | $32.2M | 358,275 |

## Top fund holders (N-PORT)

_Showing 15 of 28 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [The Gabelli Utilities Fund](https://search.stillhousedata.com/fund/S000001075) | Gabelli Utilities Fund | $68.7M | 388.05% |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $41.0M | 5.03% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $17.2M | 9.79% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $14.1M | 18.87% |
| Gabelli Utility Trust | Gabelli Utility Trust | $9.9M | 339.98% |
| [Master Small Cap Index Series](https://search.stillhousedata.com/fund/S000002716) | Quantitative Master Series LLC | $5.5M | 11.48% |
| [VictoryShares US Small Cap High Div Volatility Wtd ETF](https://search.stillhousedata.com/fund/S000049908) | Victory Portfolios II | $3.7M | 145.20% |
| ROYCE SMALL-CAP TRUST, INC. | ROYCE SMALL-CAP TRUST, INC. | $2.8M | 12.39% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $2.0M | 0.35% |
| [BNY Mellon Smallcap Stock Index Fund](https://search.stillhousedata.com/fund/S000000132) | BNY MELLON INDEX FUNDS, INC. | $1.9M | 22.00% |
| [JAMES SMALL CAP FUND](https://search.stillhousedata.com/fund/S000003563) | JAMES ADVANTAGE FUNDS | $1.9M | 236.90% |
| Gabelli Global Utility & Income Trust | Gabelli Global Utility & Income Trust | $1.8M | 149.76% |
| [ALPS | OShares U.S. Small-Cap Quality Dividend ETF](https://search.stillhousedata.com/fund/S000075798) | ALPS ETF TRUST | $1.7M | 19.78% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $1.7M | 0.57% |
| [Fidelity Nasdaq Composite Index ETF](https://search.stillhousedata.com/fund/S000006011) | Fidelity Commonwealth Trust | $1.2M | 1.07% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/689648103.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.