Otter Tail Corp
OTTRFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Otter Tail Corp Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 15 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Apr 15, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 2026-03-31 | 12 | $1.01K | SEC filing |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 2026-03-31 | 4,608 | Not shown | SEC filing |
| MJT & Associates Financial Advisory Group, Inc. | 2026-03-31 | 420 | $36.9K | SEC filing |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 2026-03-31 | 12,505 | Not shown | SEC filing |
| YOUSIF CAPITAL MANAGEMENT, LLC | 2026-03-31 | 11,135 | $977K | SEC filing |
| Bell Bank | 2026-03-31 | 4,086 | $359K | SEC filing |
| Asset Planning,Inc | 2026-03-31 | 500 | $43.9K | SEC filing |
| MetLife Investment Management, LLC | 2026-03-31 | 21,267 | $1.87M | SEC filing |
| Alternative Investment Advisors, LLC. | 2026-03-31 | 4,768 | $419K | SEC filing |
| UBS Group AG | 2026-03-31 | 156,553 | $13.7M | SEC filing |
| Voleon Capital Management LP | 2026-03-31 | 9,034 | $793K | SEC filing |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2026-03-31 | 90,439 | $7.94M | SEC filing |
| MassMutual Private Wealth & Trust, FSB | 2026-03-31 | 34 | $2.98K | SEC filing |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 2026-03-31 | 10,544 | Not shown | SEC filing |
| IHT Wealth Management, LLC | 2026-03-31 | 2,322 | $204K | SEC filing |
| JOHN G ULLMAN & ASSOCIATES INC | 2026-03-31 | 25,450 | $2.23M | SEC filing |
| HANTZ FINANCIAL SERVICES, INC. | 2026-03-31 | 702 | Not shown | SEC filing |
| State of Tennessee, Department of Treasury | 2026-03-31 | 9,490 | $833K | SEC filing |
| Corient Private Wealth LLC | 2026-03-31 | 2,436 | $214K | SEC filing |
| JPL Wealth Management, LLC | 2026-03-31 | 27 | $2.37K | SEC filing |
- Each value is checked against Otter Tail Corp's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 4 rows: the filed value is about 1,000 times too small for the share count at Otter Tail Corp's share price.
120 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2024-08-13 | Smestad Jennifer O. · VP, General Council & Corp Sec | Common Stock | S — Open market or private sale | −4,000 | 88.74 | SEC filing |
| 2024-05-24 | KNUTSON PAUL L · VP, Human Resources | Common Stock | S — Open market or private sale | −4,000 | 90.66 | SEC filing |
| 2023-11-20 | ERICKSON JOHN D · Director | Common Stock | S — Open market or private sale | −2,500 | 77.36 | SEC filing |
| 2022-11-21 | ERICKSON JOHN D · Director | Common Stock | S — Open market or private sale | −2,000 | 56.31 | SEC filing |
Showing 4 of 4 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-04-13 | Johnson Kathryn O · Director | Common Stock | A — Grant, award, or other acquisition | +1,500 | SEC filing |
| 2026-04-13 | Wahlund Todd R · Senior Vice President | Restricted Stock Units | A — Grant, award, or other acquisition | +300 | SEC filing |
| 2026-04-13 | ERICKSON JOHN D · Director | Common Stock | A — Grant, award, or other acquisition | +1,500 | SEC filing |
| 2026-04-13 | Crain Jeanne H · Director | Common Stock | A — Grant, award, or other acquisition | +1,500 | SEC filing |
| 2026-04-13 | LeBeau Michael E · Director | Common Stock | A — Grant, award, or other acquisition | +1,500 | SEC filing |
| 2026-04-13 | ROGELSTAD TIMOTHY J · President | Restricted Stock Units | A — Grant, award, or other acquisition | +1,400 | SEC filing |
| 2026-04-13 | Rasche Steven P · Director | Common Stock | A — Grant, award, or other acquisition | +1,900 | SEC filing |
| 2026-04-13 | WEBB THOMAS J · Director | Common Stock | A — Grant, award, or other acquisition | +1,500 | SEC filing |
Showing 8 of 35 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.