BGIM
OTTR icon

Brandywine Global Investment Management’s Otter Tail OTTR Stock Holding History

Brandywine Global Investment Management’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$6.68M Sell
82,701
-2,994
-3% -$243K 0.04% 326
2025
Q3 		$7.02M Buy
85,695
+12,000
+16% +$973K 0.05% 316
2025
Q2 		$5.68M Buy
73,695
+46,216
+168% +$3.61M 0.04% 353
2025
Q1 		$2.21M Sell
27,479
-1,110
-4% -$87.9K 0.02% 456
2024
Q4 		$2.11M Sell
28,589
-1,100
-4% -$86.1K 0.02% 466
2024
Q3 		$2.33M Buy
+29,689
New +$2.57M 0.02% 520
2023
Q1 		– Sell
-66,331
Closed -$3.89M – 741
2022
Q4 		$3.89M Buy
+66,331
New +$3.97M 0.03% 443

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Brandywine Global Investment Management's OTTR Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its Otter Tail (OTTR) stake by 3.5% in Q4 2025, selling an estimated $243K and leaving 82,701 shares worth $6.68M. The position accounts for 0.04% of the portfolio, ranked #326.

Brandywine Global Investment Management first reported a position in OTTR in Q4 2022 and has held it in 7 quarters since. The position peaked at $7.02M in Q3 2025. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

  • Brandywine Global Investment Management held 82,701 shares of Otter Tail worth $6.68M as of Q4 2025.
  • Brandywine Global Investment Management sold 2,994 Otter Tail shares in Q4 2025, an estimated $243K.
  • Otter Tail made up 0.04% of Brandywine Global Investment Management's portfolio in Q4 2025, its #326 holding.
  • Brandywine Global Investment Management first reported a position in Otter Tail in Q4 2022 and has held it in 7 quarters since.
  • Brandywine Global Investment Management's Otter Tail position peaked at $7.02M in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.