Otter Tail Corporation
US ˙ NasdaqGS ˙ US6896481032

SecurityOTTR / Otter Tail Corporation
InstitutionBessemer Group Inc
Latest Disclosed Ownership408 shares
Latest Disclosed Value $ 36
Bessemer Group Inc reports 36.00% increase in ownership of OTTR / Otter Tail Corporation

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 408 shares of Otter Tail Corporation (US:OTTR) valued at $35,810 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 300 shares of Otter Tail Corporation. The current value of the position is $35,402 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.

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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)
2026-05-06 2026-03-31 13F OTTER TAIL PWR SC 689648103 408 108 36.00 0 0.0001
2026-02-05 2025-12-31 13F OTTER TAIL PWR SC 689648103 300 27 9.89 0 0.0000
2025-11-05 2025-09-30 13F OTTER TAIL PWR SC 689648103 273 121 79.61 0 0.0000
2025-08-01 2025-06-30 13F OTTER TAIL PWR SC 689648103 152 -86 -36.13 0 0.0000
2025-04-23 2025-03-31 13F OTTER TAIL PWR SC 689648103 238 87 57.62 0 0.0000
2025-02-13 2024-12-31 13F OTTER TAIL PWR SC 689648103 151 73 93.59 0 0.0000
2024-11-12 2024-09-30 13F OTTER TAIL PWR SC 689648103 78 45 136.36 0 0.0000
2024-08-13 2024-06-30 13F OTTER TAIL PWR SC 689648103 33 0 0.00 0 0.0000
2024-08-13 2024-03-31 13F/A-1 OTTER TAIL PWR SC 689648103 33 -46 -58.23 0 0.0000
2024-05-13 2024-03-31 13F OTTER TAIL PWR SC 689648103 33 -46 0 0.0000
2024-02-09 2023-12-31 13F OTTER TAIL PWR SC 689648103 79 0 0.00 0 0.0000
2023-11-13 2023-09-30 13F OTTER TAIL PWR SC 689648103 79 -954 -92.35 0 0.0000
2023-08-10 2023-06-30 13F OTTER TAIL PWR SC 689648103 1,033 1,033 0 0.0002
2021-02-09 2020-12-31 13F OTTER TAIL PWR SC 689648103 0 0 0 0.0000
2020-11-12 2020-09-30 13F OTTER TAIL PWR SC 689648103 0 -56,800 -100.00 0 -100.00
2020-08-05 2020-06-30 13F OTTER TAIL PWR SC 689648103 56,800 0 0.00 2,203 -12.75 0.0070
2020-04-30 2020-03-31 13F OTTER TAIL PWR SC 689648103 56,800 -7,300 -11.39 2,525 -23.21 0.0102
2020-02-04 2019-12-31 13F OTTER TAIL PWR SC 689648103 64,100 -2,300 -3.46 3,288 -7.87 0.0106
2019-11-07 2019-09-30 13F OTTER TAIL PWR SC 689648103 66,400 2,800 4.40 3,569 6.25 0.0127
2019-07-19 2019-06-30 13F OTTER TAIL PWR SC 689648103 63,600 0 0.00 3,359 6.00 0.0113
2019-05-13 2019-03-31 13F OTTER TAIL PWR SC 689648103 63,600 30,000 89.29 3,169 89.99 0.0122
2019-05-21 2018-12-31 13F/A-1 OTTER TAIL PWR SC 689648103 33,600 1,186 3.66 1,668 7.47 0.0073
2019-02-12 2018-12-31 13F OTTER TAIL PWR SC 689648103 33,600 1,186 1,668 0.0073
2018-11-06 2018-09-30 13F OTTER TAIL PWR SC 689648103 32,414 414 1.29 1,552 1.90 0.0058
2018-07-25 2018-06-30 13F OTTER TAIL PWR SC 689648103 32,000 -90 -0.28 1,523 9.49 0.0059
2018-05-10 2018-03-31 13F OTTER TAIL PWR SC 689648103 32,090 0 0.00 1,391 -2.45 0.0054
2018-01-30 2017-12-31 13F OTTER TAIL PWR SC 689648103 32,090 0 0.00 1,426 2.52 0.0055
2017-11-03 2017-09-30 13F OTTER TAIL PWR SC 689648103 32,090 0 0.00 1,391 9.44 0.0055
2017-07-27 2017-06-30 13F OTTER TAIL PWR SC 689648103 32,090 0 0.00 1,271 4.44 0.0051
2017-05-12 2017-03-31 13F OTTER TAIL PWR SC 689648103 32,090 -1,100 -3.31 1,217 -10.12 0.0051
2017-02-07 2016-12-31 13F OTTER TAIL PWR SC 689648103 33,190 0 0.00 1,354 17.84 0.0062
2016-11-10 2016-09-30 13F OTTER TAIL PWR SC 689648103 33,190 33,100 36,777.78 1,149 28,625.00 0.0058
2016-08-11 2016-06-30 13F OTTER TAIL PWR SC 689648103 90 -45 -33.33 4 0.00 0.0000
2016-05-11 2016-03-31 13F OTTER TAIL PWR SC 689648103 135 0 0.00 4 33.33 0.0000
2016-02-12 2015-12-31 13F OTTER TAIL PWR SC 689648103 135 0 0.00 3 0.00 0.0000
2015-11-16 2015-09-30 13F OTTER TAIL PWR SC 689648103 135 0 0.00 3 0.00 0.0000
2015-08-14 2015-06-30 13F OTTER TAIL PWR SC 689648103 135 -45 -25.00 3 -40.00 0.0000
2015-06-18 2015-03-31 13F/A-1 OTTER TAIL PWR SC 689648103 180 0 0.00 5 0.00 0.0000
2015-05-14 2015-03-31 13F OTTER TAIL PWR SC 689648103 180 5
2015-02-17 2014-12-31 13F OTTER TAIL PWR SC 689648103 180 0 0.00 5 25.00 0.0000
2014-12-11 2014-09-30 13F/A-1 OTTER TAIL PWR SC 689648103 180 0 0.00 4 -20.00 0.0000
2014-11-13 2014-09-30 13F OTTER TAIL PWR SC 689648103 180 0 4 0.0000
2014-08-13 2014-06-30 13F OTTER TAIL PWR SC 689648103 180 0 0.00 5 25.00 0.0000
2014-05-14 2014-03-31 13F OTTER TAIL PWR SC 689648103 180 0 0.00 4 0.00 0.0000
2014-02-18 2013-12-31 13F OTTER TAIL PWR SC 689648103 180 0 0.00 4 0.00 0.0000
2013-11-08 2013-09-30 13F OTTER TAIL PWR SC 689648103 180 0 0.00 4 -20.00 0.0000
2013-08-14 2013-06-30 13F OTTER TAIL PWR SC 689648103 180 180 5 0.0000
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.