오터테일 주식회사
DE ˙ DB ˙ US6896481032
€73.50 ↑1.00 (1.38%)
2026-06-05
주가
SecurityDE:OT4 / Otter Tail Corporation
InstitutionStifel Financial Corp
Latest Disclosed Ownership2,620 shares
Latest Disclosed Value $ 229,958
Stifel Financial Corp reports 21.25% decrease in ownership of OT4 / Otter Tail Corporation

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 2,620 shares of Otter Tail Corporation (DE:OT4) valued at $193,880 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,327 shares of Otter Tail Corporation. This represents a change in shares of -21.25% during the quarter. The current value of the position is $192,570 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-12 2026-03-31 13F OTTER TAIL COM 689648103 2,620 -707 -21.25 230 -14.55 0.0002
2026-02-13 2025-12-31 13F OTTER TAIL COM 689648103 3,327 -48 -1.42 269 -2.90 0.0002
2025-11-12 2025-09-30 13F OTTER TAIL COM 689648103 3,375 -599 -15.07 277 -9.80 0.0003
2025-08-14 2025-06-30 13F OTTER TAIL COM 689648103 3,974 -359 -8.29 306 -12.07 0.0003
2025-05-14 2025-03-31 13F OTTER TAIL COM 689648103 4,333 944 27.85 348 39.20 0.0004
2025-02-13 2024-12-31 13F OTTER TAIL COM 689648103 3,389 348 11.44 250 5.49 0.0003
2024-11-14 2024-09-30 13F OTTER TAIL COM 689648103 3,041 3,041 238 0.0002
2023-08-14 2023-06-30 13F OTTER TAIL COM 689648103 0 -3,400 -100.00 0 -100.00
2023-05-12 2023-03-31 13F OTTER TAIL COM 689648103 3,400 -622 -15.46 246 3.81 0.0004
2023-02-13 2022-12-31 13F OTTER TAIL COM 689648103 4,022 -8,752 -68.51 236 -69.97 0.0004
2022-11-14 2022-09-30 13F OTTER TAIL COM 689648103 12,774 9,282 265.81 786 235.90 0.0013
2022-08-15 2022-06-30 13F OTTER TAIL COM 689648103 3,492 -235 -6.31 234 0.43 0.0004
2022-05-13 2022-03-31 13F OTTER TAIL COM 689648103 3,727 -3 -0.08 233 -12.73 0.0003
2022-02-14 2021-12-31 13F OTTER TAIL COM 689648103 3,730 3,730 267 0.0004
2021-11-15 2021-09-30 13F OTTER TAIL COM 689648103 0 -6,610 -100.00 0 -100.00
2021-08-13 2021-06-30 13F OTTER TAIL COM 689648103 6,610 6,610 323 0.0005
2019-05-14 2019-03-31 13F OTTER TAIL COM 689648103 0 -255,591 -100.00 0 -100.00
2019-02-13 2018-12-31 13F OTTER TAIL COM 689648103 255,591 71,791 39.06 12,716 43.89 0.0411
2018-11-13 2018-09-30 13F OTTER TAIL COM 689648103 183,800 -79,750 -30.26 8,837 -29.73 0.0253
2018-08-14 2018-06-30 13F OTTER TAIL COM 689648103 263,550 6,469 2.52 12,575 12.66 0.0386
2018-05-11 2018-03-31 13F OTTER TAIL COM 689648103 257,081 14,661 6.05 11,162 3.44 0.0352
2018-02-14 2017-12-31 13F OTTER TAIL COM 689648103 242,420 6,771 2.87 10,791 5.47 0.0342
2017-11-13 2017-09-30 13F OTTER TAIL COM 689648103 235,649 14,903 6.75 10,231 16.77 0.0355
2017-08-14 2017-06-30 13F OTTER TAIL COM 689648103 220,746 220,746 -6.32 8,762 -14.36 0.0325
2016-11-15 2016-09-30 13F OTTER TAIL COM 689648103 0 -17,406 -100.00 0 -100.00
2016-08-17 2016-06-30 13F OTTER TAIL COM 689648103 17,406 -1,548 -8.17 583 3.92 0.0027
2016-05-16 2016-03-31 13F OTTER TAIL COM 689648103 18,954 -497 -2.56 561 8.30 0.0030
2016-03-21 2015-12-31 13F/A-2 OTTER TAIL COM 689648103 19,451 200 1.04 518 3.19 0.0027
2016-02-26 2015-12-31 13F/A-1 OTTER TAIL COM 689648103 19,251 -200 513 0.0027
2016-02-16 2015-12-31 13F OTTER TAIL COM 689648103 19,251 513
2015-11-16 2015-09-30 13F OTTER TAIL COM 689648103 19,251 -48 -0.25 502 -2.14 0.0028
2015-08-17 2015-06-30 13F/A-1 OTTER TAIL COM 689648103 19,299 19,299 513 0.0027
2015-08-17 2015-06-30 13F OTTER TAIL COM 689648103 19,299 513 0.0027
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.