Otter Tail Corporation
US ˙ NasdaqGS ˙ US6896481032

SecurityOTTR / Otter Tail Corporation
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership815,241 shares
Latest Disclosed Value $ 71,550,046
Dimensional Fund Advisors Lp reports 4.17% decrease in ownership of OTTR / Otter Tail Corporation

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 815,241 shares of Otter Tail Corporation (US:OTTR) valued at $71,553,703 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 850,729 shares of Otter Tail Corporation. This represents a change in shares of -4.17% during the quarter. The current value of the position is $69,923,221 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)
2026-05-07 2026-03-31 13F OTTER TAIL COM 689648103 815,241 -35,488 -4.17 71,550 4.07 0.0032
2026-02-12 2025-12-31 13F OTTER TAIL COM 689648103 850,729 -8,288 -0.96 68,751 -2.36 0.0144
2025-11-12 2025-09-30 13F OTTER TAIL COM 689648103 859,017 -25,490 -2.88 70,413 3.26 0.0151
2025-08-12 2025-06-30 13F OTTER TAIL COM 689648103 884,507 -27,562 -3.02 68,190 -6.97 0.0158
2025-05-13 2025-03-31 13F OTTER TAIL COM 689648103 912,069 -56,770 -5.86 73,302 2.46 0.0182
2025-02-13 2024-12-31 13F OTTER TAIL COM 689648103 968,839 -44,388 -4.38 71,541 -9.66 0.0172
2024-11-07 2024-09-30 13F OTTER TAIL COM 689648103 1,013,227 -22,314 -2.15 79,194 -12.69 0.0192
2024-08-09 2024-06-30 13F OTTER TAIL COM 689648103 1,035,541 3,974 0.39 90,703 1.77 0.0237
2024-05-10 2024-03-31 13F OTTER TAIL COM 689648103 1,031,567 4,982 0.49 89,127 2.18 0.0241
2024-02-07 2023-12-31 13F OTTER TAIL COM 689648103 1,026,585 3,218 0.31 87,230 12.27 0.0255
2023-11-09 2023-09-30 13F OTTER TAIL COM 689648103 1,023,367 -7,999 -0.78 77,697 -4.59 0.0255
2023-08-09 2023-06-30 13F OTTER TAIL COM 689648103 1,031,366 -14,762 -1.41 81,435 7.71 0.0260
2023-05-12 2023-03-31 13F OTTER TAIL COM 689648103 1,046,128 8,094 0.78 75,603 125,905.00 0.0255
2023-02-09 2022-12-31 13F OTTER TAIL COM 689648103 1,038,034 2,170 0.21 61 -99.91 0.0180
2022-11-10 2022-09-30 13F OTTER TAIL COM 689648103 1,035,864 2,875 0.28 63,727 -8.10 0.0245
2022-08-12 2022-06-30 13F OTTER TAIL COM 689648103 1,032,989 22 0.00 69,342 7.41 0.0249
2022-05-13 2022-03-31 13F OTTER TAIL COM 689648103 1,032,967 12,769 1.25 64,561 -11.39 0.0199
2022-02-09 2021-12-31 13F OTTER TAIL COM 689648103 1,020,198 -12,859 -1.24 72,861 26.01 0.0220
2021-11-12 2021-09-30 13F OTTER TAIL COM 689648103 1,033,057 -6,932 -0.67 57,822 13.91 0.0186
2021-08-12 2021-06-30 13F OTTER TAIL COM 689648103 1,039,989 -45,415 -4.18 50,761 0.92 0.0161
2021-05-14 2021-03-31 13F OTTER TAIL COM 689648103 1,085,404 -64,448 -5.60 50,297 2.66 0.0166
2021-03-08 2020-12-31 13F/A-2 OTTER TAIL COM 689648103 1,149,852 -17,356 -1.49 48,995 16.05 0.0177
2021-02-11 2020-12-31 13F OTTER TAIL COM 689648103 1,149,852 -17,356 48,995 17,694.3898
2020-11-12 2020-09-30 13F OTTER TAIL COM 689648103 1,167,208 -19,137 -1.61 42,218 -8.26 0.0179
2020-08-13 2020-06-30 13F OTTER TAIL COM 689648103 1,186,345 -21,426 -1.77 46,018 -14.31 0.0202
2020-05-14 2020-03-31 13F OTTER TAIL COM 689648103 1,207,771 -5,960 -0.49 53,700 -13.74 0.0280
2020-02-14 2019-12-31 13F OTTER TAIL COM 689648103 1,213,731 -10,627 -0.87 62,252 -5.41 0.0227
2019-11-12 2019-09-30 13F OTTER TAIL COM 689648103 1,224,358 -304 -0.02 65,810 1.76 0.0256
2019-08-13 2019-06-30 13F OTTER TAIL COM 689648103 1,224,662 8,940 0.74 64,673 6.78 0.0251
2019-08-12 2019-03-31 13F/A-2 OTTER TAIL COM 689648103 1,215,722 11,178 0.93 60,567 1.29 0.0241
2019-05-10 2019-03-31 13F OTTER TAIL COM 689648103 1,215,722 11,178 60,567
2019-02-26 2018-12-31 13F/A-1 OTTER TAIL COM 689648103 1,204,544 14,909 1.25 59,794 4.93 0.0271
2019-02-13 2018-12-31 13F OTTER TAIL COM 689648103 1,204,544 14,909 59,794
2018-11-13 2018-09-30 13F OTTER TAIL COM 689648103 1,189,635 4,697 0.40 56,983 1.03 0.0217
2018-08-10 2018-06-30 13F OTTER TAIL COM 689648103 1,184,938 4,197 0.36 56,403 10.19 0.0225
2018-05-11 2018-03-31 13F OTTER TAIL COM 689648103 1,180,741 14,634 1.25 51,185 -1.25 0.0213
2018-02-12 2017-12-31 13F OTTER TAIL COM 689648103 1,166,107 7,387 0.64 51,834 3.19 0.0215
2017-11-13 2017-09-30 13F OTTER TAIL COM 689648103 1,158,720 33,584 2.98 50,232 12.74 0.0220
2017-08-11 2017-06-30 13F OTTER TAIL COM 689648103 1,125,136 5,334 0.48 44,556 4.98 0.0206
2017-05-12 2017-03-31 13F OTTER TAIL COM 689648103 1,119,802 9,268 0.83 42,441 -6.33 0.0203
2017-02-09 2016-12-31 13F OTTER TAIL COM 689648103 1,110,534 3,535 0.32 45,310 18.33 0.0226
2016-11-10 2016-09-30 13F OTTER TAIL COM 689648103 1,106,999 13,195 1.21 38,291 4.53 0.0207
2016-08-09 2016-06-30 13F OTTER TAIL COM 689648103 1,093,804 45,088 4.30 36,630 17.92 0.0211
2016-05-13 2016-03-31 13F OTTER TAIL COM 689648103 1,048,716 67,730 6.90 31,063 18.91 0.0186
2016-02-10 2015-12-31 13F OTTER TAIL COM 689648103 980,986 17,250 1.79 26,124 4.02 0.0163
2015-11-13 2015-09-30 13F OTTER TAIL COM 689648103 963,736 15,226 1.61 25,115 -0.46 0.0165
2015-08-14 2015-06-30 13F OTTER TAIL COM 689648103 948,510 36,837 4.04 25,231 -13.97 0.0154
2015-05-14 2015-03-31 13F OTTER TAIL COM 689648103 911,673 46,785 5.41 29,328 9.52 0.0185
2015-02-06 2014-12-31 13F OTTER TAIL COM 689648103 864,888 35,131 4.23 26,778 21.00 0.0176
2014-11-13 2014-09-30 13F OTTER TAIL COM 689648103 829,757 27,991 3.49 22,130 -8.87 0.0157
2014-08-08 2014-06-30 13F OTTER TAIL COM 689648103 801,766 62,934 8.52 24,285 6.76 0.0169
2014-05-14 2014-03-31 13F OTTER TAIL COM 689648103 738,832 12,316 1.70 22,748 6.97 0.0170
2014-02-12 2013-12-31 13F OTTER TAIL COM 689648103 726,516 297 0.04 21,265 6.09 0.0166
2013-11-13 2013-09-30 13F OTTER TAIL COM 689648103 726,219 8,008 1.11 20,044 -1.73 0.0173
2013-08-15 2013-06-30 13F OTTER TAIL COM 689648103 718,211 718,211 20,397 0.0192
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.