LSV Asset Management’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $107M | Buy |
1,186,461
+143,548
| +14% | +$12.7M | 0.19% | 158 |
|
|
2026
Q1 | $91.5M | Buy |
1,042,913
+505,972
| +94% | +$43.8M | 0.2% | 161 |
|
|
2025
Q4 | $43.4M | Buy |
536,941
+367,869
| +218% | +$29.8M | 0.09% | 229 |
|
|
2025
Q3 | $13.9M | Buy |
169,072
+109,372
| +183% | +$8.87M | 0.03% | 362 |
|
|
2025
Q2 | $4.6M | Buy |
+59,700
| New | +$4.66M | 0.01% | 477 |
|
|
2024
Q4 | – | Sell |
-48,000
| Closed | -$3.75M | – | 852 |
|
|
2024
Q3 | $3.75M | Hold |
48,000
| – | – | 0.01% | 531 |
|
|
2024
Q2 | $4.2M | Sell |
48,000
-41,000
| -46% | -$3.59M | 0.01% | 534 |
|
|
2024
Q1 | $7.69M | Sell |
89,000
-94,816
| -52% | -$8.24M | 0.02% | 474 |
|
|
2023
Q4 | $15.6M | Sell |
183,816
-12,200
| -6% | -$942K | 0.03% | 374 |
|
|
2023
Q3 | $14.9M | Sell |
196,016
-7,800
| -4% | -$640K | 0.03% | 368 |
|
|
2023
Q2 | $16.1M | Sell |
203,816
-3,900
| -2% | -$293K | 0.04% | 354 |
|
|
2023
Q1 | $15M | Buy |
207,716
+700
| +0.3% | +$46.5K | 0.03% | 350 |
|
|
2022
Q4 | $12.2M | Buy |
207,016
+63,416
| +44% | +$3.8M | 0.03% | 392 |
|
|
2022
Q3 | $8.83M | Buy |
143,600
+79,500
| +124% | +$5.73M | 0.02% | 431 |
|
|
2022
Q2 | $4.3M | Sell |
64,100
-408
| -0.6% | -$25.9K | 0.01% | 527 |
|
|
2022
Q1 | $4.03M | Buy |
64,508
+4,000
| +7% | +$251K | 0.01% | 559 |
|
|
2021
Q4 | $4.32M | Sell |
60,508
-1,700
| -3% | -$110K | 0.01% | 561 |
|
|
2021
Q3 | $3.48M | Hold |
62,208
| – | – | 0.01% | 592 |
|
|
2021
Q2 | $3.04M | Buy |
62,208
+1,100
| +2% | +$52.6K | 0.01% | 614 |
|
|
2021
Q1 | $2.82M | Buy |
+61,108
| New | +$2.61M | ﹤0.01% | 634 |
|
|
2016
Q4 | – | Sell |
-81,783
| Closed | -$2.83M | – | 1042 |
|
|
2016
Q3 | $2.83M | Sell |
81,783
-40,817
| -33% | -$1.41M | 0.01% | 625 |
|
|
2016
Q2 | $4.11M | Hold |
122,600
| – | – | 0.01% | 558 |
|
|
2016
Q1 | $3.63M | Buy |
122,600
+90,800
| +286% | +$2.49M | 0.01% | 567 |
|
|
2015
Q4 | $846K | Buy |
31,800
+11,500
| +57% | +$309K | ﹤0.01% | 763 |
|
|
2015
Q3 | $529K | Sell |
20,300
-30,700
| -60% | -$811K | ﹤0.01% | 797 |
|
|
2015
Q2 | $1.36M | Hold |
51,000
| – | – | ﹤0.01% | 685 |
|
|
2015
Q1 | $1.64M | Hold |
51,000
| – | – | ﹤0.01% | 637 |
|
|
2014
Q4 | $1.58M | Sell |
51,000
-27,500
| -35% | -$812K | ﹤0.01% | 637 |
|
|
2014
Q3 | $2.09M | Hold |
78,500
| – | – | ﹤0.01% | 592 |
|
|
2014
Q2 | $2.38M | Buy |
+78,500
| New | +$2.28M | 0.01% | 568 |
|
Other funds holding OTTR
LSV Asset Management's OTTR Position: Q2 2026 in Review
LSV Asset Management increased its Otter Tail (OTTR) stake by 14% in Q2 2026, buying an estimated $12.7M and bringing the position to 1,186,461 shares worth $107M. The position accounts for 0.19% of the portfolio, ranked #158.
LSV Asset Management first reported a position in OTTR in Q2 2014 and has held it in 30 quarters since. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.
- LSV Asset Management held 1,186,461 shares of Otter Tail worth $107M as of Q2 2026.
- LSV Asset Management bought 143,548 Otter Tail shares in Q2 2026, an estimated $12.7M.
- Otter Tail made up 0.19% of LSV Asset Management's portfolio in Q2 2026, its #158 holding.
- LSV Asset Management first reported a position in Otter Tail in Q2 2014 and has held it in 30 quarters since.
- 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.
Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.