Otter Tail Corporation
US ˙ NasdaqGS ˙ US6896481032

SecurityOTTR / Otter Tail Corporation
InstitutionLsv Asset Management
Latest Disclosed Ownership1,042,913 shares
Latest Disclosed Value $ 91,536
Lsv Asset Management reports 94.23% increase in ownership of OTTR / Otter Tail Corporation

On May 11, 2026 - Lsv Asset Management filed a 13F-HR form disclosing ownership of 1,042,913 shares of Otter Tail Corporation (US:OTTR) valued at $91,536,474 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 536,941 shares of Otter Tail Corporation. This represents a change in shares of 94.23% during the quarter. The current value of the position is $90,493,561 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)
2026-05-11 2026-03-31 13F Otter Tail COM 689648103 1,042,913 505,972 94.23 92 111.63 0.1973
2026-02-06 2025-12-31 13F Otter Tail COM 689648103 536,941 367,869 217.58 43 230.77 0.0946
2025-11-06 2025-09-30 13F Otter Tail COM 689648103 169,072 109,372 183.20 14 225.00 0.0306
2025-08-11 2025-06-30 13F Otter Tail COM 689648103 59,700 59,700 5 0.0108
2025-02-13 2024-12-31 13F Otter Tail COM 689648103 0 -48,000 -100.00 0 -100.00
2024-11-12 2024-09-30 13F Otter Tail COM 689648103 48,000 0 0.00 4 -25.00 0.0080
2024-08-06 2024-06-30 13F Otter Tail COM 689648103 48,000 -41,000 -46.07 4 -42.86 0.0092
2024-05-06 2024-03-31 13F Otter Tail COM 689648103 89,000 -94,816 -51.58 8 -53.33 0.0159
2024-02-06 2023-12-31 13F Otter Tail COM 689648103 183,816 -12,200 -6.22 16 7.14 0.0341
2023-11-03 2023-09-30 13F Otter Tail COM 689648103 196,016 -7,800 -3.83 15 -12.50 0.0346
2023-08-02 2023-06-30 13F Otter Tail COM 689648103 203,816 -3,900 -1.88 16 6.67 0.0355
2023-05-02 2023-03-31 13F Otter Tail COM 689648103 207,716 700 0.34 15 25.00 0.0337
2023-02-08 2022-12-31 13F Otter Tail COM 689648103 207,016 63,416 44.16 12 -99.86 0.0268
2022-11-07 2022-09-30 13F/A-1 Otter Tail COM 689648103 143,600 79,500 124.02 8,834 105.30 0.0208
2022-11-04 2022-09-30 13F Otter Tail COM 689648103 64,100 0 4,303 0.0093
2022-08-10 2022-06-30 13F Otter Tail COM 689648103 64,100 -408 -0.63 4,303 6.72 0.0093
2022-05-12 2022-03-31 13F Otter Tail COM 689648103 64,508 4,000 6.61 4,032 -6.69 0.0074
2022-01-28 2021-12-31 13F Otter Tail COM 689648103 60,508 -1,700 -2.73 4,321 24.13 0.0077
2021-11-04 2021-09-30 13F Otter Tail COM 689648103 62,208 0 0.00 3,481 14.66 0.0063
2021-08-04 2021-06-30 13F Otter Tail COM 689648103 62,208 1,100 1.80 3,036 7.62 0.0052
2021-04-30 2021-03-31 13F Otter Tail COM 689648103 61,108 61,108 2,821 0.0048
2017-02-07 2016-12-31 13F Otter Tail COM 689648103 0 -81,783 -100.00 0 -100.00
2016-11-07 2016-09-30 13F Otter Tail COM 689648103 81,783 -40,817 -33.29 2,828 -31.11 0.0056
2016-08-05 2016-06-30 13F Otter Tail COM 689648103 122,600 0 0.00 4,105 13.05 0.0084
2016-05-10 2016-03-31 13F Otter Tail COM 689648103 122,600 90,800 285.53 3,631 329.20 0.0076
2016-02-03 2015-12-31 13F Otter Tail COM 689648103 31,800 11,500 56.65 846 59.92 0.0018
2015-11-05 2015-09-30 13F Otter Tail COM 689648103 20,300 -30,700 -60.20 529 -60.99 0.0012
2015-08-07 2015-06-30 13F Otter Tail COM 689648103 51,000 0 0.00 1,356 -17.32 0.0028
2015-05-06 2015-03-31 13F Otter Tail COM 689648103 51,000 51,000 0.00 1,640 0.0034
2015-02-04 2014-12-31 13F Otter Tail COM 689648103 0 -78,500 -100.00 0 -100.00
2014-11-12 2014-09-30 13F Otter Tail COM 689648103 78,500 0 0.00 2,093 -11.95 0.0046
2014-08-06 2014-06-30 13F Otter Tail COM 689648103 78,500 78,500 2,377 0.0053
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.