LSV Asset Management’s Otter Tail OTTR Stock Holding History

LSV Asset 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
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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

LSV Asset Management's OTTR Position: Q1 2026 in Review

LSV Asset Management increased its Otter Tail (OTTR) stake by 94% in Q1 2026, buying an estimated $43.8M and bringing the position to 1,042,913 shares worth $91.5M. The position accounts for 0.2% of the portfolio, ranked #161.

LSV Asset Management first reported a position in OTTR in Q2 2014 and has held it in 29 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

LSV Asset Management held 1,042,913 shares of Otter Tail worth $91.5M as of Q1 2026.
LSV Asset Management bought 505,972 Otter Tail shares in Q1 2026, an estimated $43.8M.
Otter Tail made up 0.2% of LSV Asset Management's portfolio in Q1 2026, its #161 holding.
LSV Asset Management first reported a position in Otter Tail in Q2 2014 and has held it in 29 quarters since.
344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on LSV Asset Management's 13F filing for Q1 2026, filed 11 May 2026.