Otter Tail Corporation
DE ˙ DB ˙ US6896481032
72,50 € ↓ -1,00 (-1,36%)
2026-06-04
DEL PRIS
SecurityDE:OT4 / Otter Tail Corporation
InstitutionWhittier Trust Co
Latest Disclosed Ownership99,012 shares
Latest Disclosed Value $ 8,766,523
Whittier Trust Co reports 9.96% increase in ownership of OT4 / Otter Tail Corporation

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 99,012 shares of Otter Tail Corporation (DE:OT4) valued at $7,326,888 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 90,046 shares of Otter Tail Corporation. This represents a change in shares of 9.96% during the quarter. The current value of the position is $7,178,370 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F OTTER TAIL common 689648103 99,012 8,966 9.96 8,767 18.88 0.0989
2026-01-26 2025-12-31 13F OTTER TAIL common 689648103 90,046 108 0.12 7,375 2.82 0.0799
2025-10-31 2025-09-30 13F OTTER TAIL common 689648103 89,938 1,529 1.73 7,173 5.24 0.0816
2025-07-30 2025-06-30 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 88,409 2,002 2.32 6,815 -1.86 0.0822
2025-05-02 2025-03-31 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 86,407 1,657 1.96 6,944 10.98 0.0967
2025-02-11 2024-12-31 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 84,750 3,001 3.67 6,258 -2.05 0.0824
2024-10-21 2024-09-30 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 81,749 3,609 4.62 6,388 -6.66 0.0855
2024-07-29 2024-06-30 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 78,140 3,841 5.17 6,844 6.62 0.0971
2024-05-02 2024-03-31 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 74,299 2,870 4.02 6,419 5.77 0.0936
2024-01-11 2023-12-31 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 71,429 2,082 3.00 6,069 15.29 0.0984
2023-10-27 2023-09-30 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 69,347 2,865 4.31 5,265 0.29 0.0936
2023-07-24 2023-06-30 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 66,482 1,061 1.62 5,249 11.04 0.0912
2023-04-21 2023-03-31 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 65,421 458 0.71 4,728 23.97 0.0861
2023-01-25 2022-12-31 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 64,963 -241 -0.37 3,813 -4.96 0.0742
2022-10-21 2022-09-30 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 65,204 2,657 4.25 4,012 -4.45 0.0841
2022-07-28 2022-06-30 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 62,547 982 1.60 4,199 9.15 0.0848
2022-04-29 2022-03-31 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 61,565 3,575 6.16 3,847 -7.10 0.0649
2022-01-19 2021-12-31 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 57,990 1,891 3.37 4,141 31.92 0.0673
2021-11-01 2021-09-30 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 56,099 2,821 5.29 3,139 20.68 0.0572
2021-07-29 2021-06-30 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 53,278 3,238 6.47 2,601 12.65 0.0463
2021-04-26 2021-03-31 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 50,040 4,448 9.76 2,309 18.90 0.0448
2021-01-29 2020-12-31 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 45,592 2,382 5.51 1,942 24.33 0.0415
2020-10-30 2020-09-30 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 43,210 1,416 3.39 1,562 -3.64 0.0372
2020-07-10 2020-06-30 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 41,794 -617 -1.45 1,621 -14.01 0.0450
2020-04-27 2020-03-31 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 42,411 2,173 5.40 1,885 -8.67 0.0615
2020-01-31 2019-12-31 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 40,238 907 2.31 2,064 -2.37 0.0542
2019-10-18 2019-09-30 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 39,331 413 1.06 2,114 2.87 0.0605
2019-07-23 2019-06-30 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 38,918 1,540 4.12 2,055 10.37 0.0603
2019-04-29 2019-03-31 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 37,378 1,651 4.62 1,862 5.02 0.0569
2019-02-07 2018-12-31 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 35,727 2,525 7.60 1,773 11.51 0.0610
2018-10-23 2018-09-30 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 33,202 141 0.43 1,590 1.08 0.0496
2018-07-27 2018-06-30 13F/A-1 OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 33,061 1,475 4.67 1,573 14.90 0.0520
2018-07-20 2018-06-30 13F OTTER TAIL CORP COM US SMALL AND MID-CAP EQUITIES 689648103 27,285 -4,301 826
2018-05-01 2018-03-31 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 31,586 282 0.90 1,369 -1.58 0.0460
2018-02-07 2017-12-31 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 31,304 627 2.04 1,391 4.59 0.0485
2017-10-23 2017-09-30 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 30,677 435 1.44 1,330 11.11 0.0485
2017-07-20 2017-06-30 13F OTTER TAIL CORP COM US SMALL-CAP EQUITIES 689648103 30,242 814 2.77 1,197 7.35 0.0463
2017-04-26 2017-03-31 13F OTTER TAIL US SMALL AND MID-CAP EQUITIES 689648103 29,428 1,341 4.77 1,115 -2.71 0.0450
2017-01-18 2016-12-31 13F OTTER TAIL CORP COM US SMALL AND MID-CAP EQUITIES 689648103 28,087 155 0.55 1,146 18.63 0.0487
2016-11-10 2016-09-30 13F OTTER TAIL CORP COM US SMALL AND MID-CAP EQUITIES 689648103 27,932 57 0.20 966 3.54 0.0421
2016-07-28 2016-06-30 13F OTTER TAIL CORP COM US SMALL AND MID-CAP EQUITIES 689648103 27,875 338 1.23 933 14.48 0.0411
2016-04-28 2016-03-31 13F OTTER TAIL CORP COM US SMALL AND MID-CAP EQUITIES 689648103 27,537 0 0.00 815 11.19 0.0360
2016-02-10 2015-12-31 13F OTTER TAIL CORP COM US SMALL AND MID-CAP EQUITIES 689648103 27,537 252 0.92 733 3.09 0.0333
2015-11-12 2015-09-30 13F OTTER TAIL CORP COM US SMALL AND MID-CAP EQUITIES 689648103 27,285 0 0.00 711 -2.07 0.0346
2015-08-13 2015-06-30 13F OTTER TAIL CORP COM US SMALL AND MID-CAP EQUITIES 689648103 27,285 0 0.00 726 -17.22 0.0322
2015-05-05 2015-03-31 13F OTTER TAIL CORP COM US SMALL AND MID-CAP EQUITIES 689648103 27,285 27,285 0.00 877 0.0402
2015-02-04 2014-12-31 13F OTTER TAIL CORP COM US SMALL AND MID-CAP EQUITIES 689648103 0 -27,285 -100.00 0 -100.00
2014-11-07 2014-09-30 13F OTTER TAIL CORP COM US SMALL AND MID-CAP EQUITIES 689648103 27,285 0 0.00 727 -11.99 0.0354
2014-08-04 2014-06-30 13F OTTER TAIL CORP COM US SMALL AND MID-CAP EQUITIES 689648103 27,285 0 0.00 826 -1.67 0.0407
2014-05-01 2014-03-31 13F OTTER TAIL CORP COM US SMALL AND MID-CAP EQUITIES 689648103 27,285 0 0.00 840 5.13 0.0430
2014-02-05 2013-12-31 13F OTTER TAIL CORP COM US SMALL AND MID-CAP EQUITIES 689648103 27,285 0 0.00 799 6.11 0.0410
2013-11-18 2013-09-30 13F OTTER TAIL COM 689648103 27,285 0 0.00 753 -2.84 0.0407
2013-08-14 2013-06-30 13F OTTER TAIL COM 689648103 27,285 27,285 775 0.0434
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.