Otter Tail Corporation
US ˙ NasdaqGS ˙ US6896481032

SecurityOTTR / Otter Tail Corporation
InstitutionFirst Manhattan Co
Latest Disclosed Ownership33,801 shares
Latest Disclosed Value $ 2,966,714
First Manhattan Co reports 11.54% decrease in ownership of OTTR / Otter Tail Corporation

On May 15, 2026 - First Manhattan Co filed a 13F-HR form disclosing ownership of 33,801 shares of Otter Tail Corporation (US:OTTR) valued at $2,966,714 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 38,210 shares of Otter Tail Corporation. This represents a change in shares of -11.54% during the quarter. The current value of the position is $2,899,112 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)
2026-05-15 2026-03-31 13F OTTER TAIL COM 689648103 33,801 -4,409 -11.54 2,967 -3.92 0.0082
2026-02-17 2025-12-31 13F OTTER TAIL COM 689648103 38,210 -300 -0.78 3,088 -2.19 0.0081
2025-11-14 2025-09-30 13F OTTER TAIL COM 689648103 38,510 -2,450 -5.98 3,157 -0.03 0.0083
2025-08-14 2025-06-30 13F OTTER TAIL COM 689648103 40,960 -970 -2.31 3,158 -6.29 0.0089
2025-05-15 2025-03-31 13F OTTER TAIL COM 689648103 41,930 -1,463 -3.37 3,370 2.87 0.0098
2025-02-14 2024-12-31 13F OTTER TAIL COM 689648103 43,393 -2,100 -4.62 3,275 -7.88 0.0096
2024-11-14 2024-09-30 13F OTTER TAIL COM 689648103 45,493 -200 -0.44 3,556 -11.17 0.0105
2024-08-15 2024-06-30 13F/A-1 OTTER TAIL COM 689648103 45,693 -2,700 -5.58 4,002 -4.28 0.0128
2024-08-14 2024-06-30 13F OTTER TAIL COM 689648103 45,693 -2,700 4,002 0.0128
2024-05-15 2024-03-31 13F OTTER TAIL COM 689648103 48,393 -4,850 -9.11 4,181 -7.58 0.0135
2024-02-13 2023-12-31 13F OTTER TAIL COM 689648103 53,243 -1,000 -1.84 4,524 9.86 0.0157
2023-11-14 2023-09-30 13F OTTER TAIL COM 689648103 54,243 -5,055 -8.52 4,118 -12.05 0.0152
2023-08-14 2023-06-30 13F OTTER TAIL COM 689648103 59,298 0 0.00 4,682 9.26 0.0172
2023-05-15 2023-03-31 13F OTTER TAIL COM 689648103 59,298 -3,520 -5.60 4,285 16.19 0.0164
2023-02-14 2022-12-31 13F OTTER TAIL COM 689648103 62,818 -1,165 -1.82 3,688 -6.30 0.0135
2022-11-14 2022-09-30 13F OTTER TAIL COM 689648103 63,983 -1,914 -2.90 3,936 -11.01 0.0167
2022-08-15 2022-06-30 13F OTTER TAIL COM 689648103 65,897 -30 -0.05 4,423 7.35 0.0178
2022-05-16 2022-03-31 13F OTTER TAIL COM 689648103 65,927 200 0.30 4,120 -12.23 0.0135
2022-02-14 2021-12-31 13F OTTER TAIL COM 689648103 65,727 -331 -0.50 4,694 26.97 0.0155
2021-11-15 2021-09-30 13F OTTER TAIL COM 689648103 66,058 0 0.00 3,697 14.67 0.0136
2021-08-16 2021-06-30 13F OTTER TAIL COM 689648103 66,058 -3,000 -4.34 3,224 1.13 0.0118
2021-05-14 2021-03-31 13F OTTER TAIL COM 689648103 69,058 0 0.00 3,188 8.36 0.0137
2021-02-16 2020-12-31 13F OTTER TAIL COM 689648103 69,058 -700 -1.00 2,942 16.61 0.0141
2020-11-12 2020-09-30 13F OTTER TAIL COMMON 689648103 69,758 0 0.00 2,523 -6.73 0.0130
2020-08-14 2020-06-30 13F OTTER TAIL COMMON 689648103 69,758 -2,200 -3.06 2,705 -15.44 0.0156
2020-05-06 2020-03-31 13F OTTER TAIL COMMON 689648103 71,958 -500 -0.69 3,199 -13.91 0.0207
2020-02-13 2019-12-31 13F OTTER TAIL COMMON 689648103 72,458 -1,667 -2.25 3,716 -6.73 0.0186
2019-11-13 2019-09-30 13F OTTER TAIL COMMON 689648103 74,125 -5,033 -6.36 3,984 -4.69 0.0219
2019-08-16 2019-06-30 13F OTTER TAIL COMMON 689648103 79,158 0 0.00 4,180 6.01 0.0232
2019-04-12 2019-03-31 13F OTTER TAIL COMMON 689648103 79,158 -5,850 -6.88 3,943 -6.54 0.0228
2019-01-30 2018-12-31 13F OTTER TAIL COMMON 689648103 85,008 -5,550 -6.13 4,219 -2.72 0.0263
2018-10-15 2018-09-30 13F OTTER TAIL COMMON 689648103 90,558 -2,000 -2.16 4,337 -1.54 0.0231
2018-08-01 2018-06-30 13F OTTER TAIL COMMON 689648103 92,558 -800 -0.86 4,405 8.85 0.0254
2018-04-20 2018-03-31 13F OTTER TAIL COMMON 689648103 93,358 -3,950 -4.06 4,047 -6.43 0.0230
2018-01-22 2017-12-31 13F OTTER TAIL COMMON 689648103 97,308 -2,650 -2.65 4,325 -0.18 0.0237
2017-10-25 2017-09-30 13F OTTER TAIL COMMON 689648103 99,958 0 0.00 4,333 9.47 0.0248
2017-08-10 2017-06-30 13F/A-2 OTTER TAIL COMMON 689648103 99,958 -3,033 -2.94 3,958 1.41 0.0231
2017-08-01 2017-06-30 13F/A-1 OTTER TAIL COMMON 689648103 99,958 0 3,958 0.0231
2017-07-28 2017-06-30 13F OTTER TAIL COMMON 689648103 99,958 -3,033 3,958
2017-04-25 2017-03-31 13F/A-1 OTTER TAIL COMMON 689648103 102,991 -1,800 -1.72 3,903 -8.70 0.0232
2017-04-24 2017-03-31 13F OTTER TAIL COMMON 689648103 107,041 3,702
2017-01-25 2016-12-31 13F OTTER TAIL COMMON 689648103 104,791 -2,250 -2.10 4,275 15.48 0.0260
2016-10-20 2016-09-30 13F OTTER TAIL COMMON 689648103 107,041 -800 -0.74 3,702 2.52 0.0226
2016-07-14 2016-06-30 13F OTTER TAIL COMMON 689648103 107,841 0 0.00 3,611 13.06 0.0222
2016-04-22 2016-03-31 13F OTTER TAIL COMMON 689648103 107,841 -2,800 -2.53 3,194 8.42 0.0196
2016-01-20 2015-12-31 13F OTTER TAIL COMMON 689648103 110,641 -2,550 -2.25 2,946 -0.10 0.0181
2015-10-26 2015-09-30 13F OTTER TAIL COMMON 689648103 113,191 -600 -0.53 2,949 -2.54 0.0190
2015-07-17 2015-06-30 13F OTTER TAIL COMMON 689648103 113,791 2,400 2.15 3,026 -15.55 0.0179
2015-04-30 2015-03-31 13F OTTER TAIL COMMON 689648103 111,391 -1,250 -1.11 3,583 2.75 0.0206
2015-01-20 2014-12-31 13F OTTER TAIL COMMON 689648103 112,641 2,000 1.81 3,487 18.20 0.0197
2014-10-23 2014-09-30 13F OTTER TAIL COMMON 689648103 110,641 -1,234 -1.10 2,950 -12.93 0.0172
2014-08-14 2014-06-30 13F/A-1 OTTER TAIL COMMON 689648103 111,875 950 0.86 3,388 -0.79 0.0215
2014-05-16 2014-03-31 13F OTTER TAIL COMMON 689648103 110,925 -750 -0.67 3,415 4.50 0.0225
2014-02-04 2013-12-31 13F OTTER TAIL COMMON 689648103 111,675 950 0.86 3,268 6.94 0.0216
2013-10-29 2013-09-30 13F OTTER TAIL COMMON 689648103 110,725 -600 -0.54 3,056 -11.98 0.0213
2013-08-13 2013-06-30 13F OTTER TAIL COMMON 689648103 111,325 111,325 3,472 0.0239
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.