Otter Tail Corporation
DE ˙ DB ˙ US6896481032
72,50 € ↓ -1,00 (-1,36%)
2026-06-04
PREZZO DELLE AZIONI
SecurityDE:OT4 / Otter Tail Corporation
InstitutionMorgan Stanley
Latest Disclosed Ownership654,434 shares
Latest Disclosed Value $ 57,439,727
Morgan Stanley reports 16.39% increase in ownership of OT4 / Otter Tail Corporation

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 654,434 shares of Otter Tail Corporation (DE:OT4) valued at $48,428,116 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 562,289 shares of Otter Tail Corporation. This represents a change in shares of 16.39% during the quarter. The current value of the position is $47,446,465 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.

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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)
2026-05-15 2026-03-31 13F OTTER TAIL COM 689648103 654,434 92,145 16.39 57,440 26.41 0.0035
2026-05-27 2025-12-31 13F/A-1 OTTER TAIL COM 689648103 562,289 30,599 5.76 45,439 4.26 0.0027
2026-02-13 2025-12-31 13F OTTER TAIL COM 689648103 562,289 30,599 45,439 0.0027
2026-05-27 2025-09-30 13F/A-1 OTTER TAIL COM 689648103 531,690 100,794 23.39 43,583 31.20 0.0026
2025-11-14 2025-09-30 13F OTTER TAIL COM 689648103 531,690 100,794 43,583 0.0026
2025-08-15 2025-06-30 13F OTTER TAIL COM 689648103 430,896 31,398 7.86 33,218 3.46 0.0022
2025-05-15 2025-03-31 13F OTTER TAIL COM 689648103 399,498 -112,195 -21.93 32,108 -15.02 0.0023
2025-05-15 2024-12-31 13F/A-1 OTTER TAIL COM 689648103 511,693 -15,418 -2.93 37,783 -8.29 0.0026
2025-02-14 2024-12-31 13F OTTER TAIL COM 689648103 511,693 -15,418 37,783 0.0026
2025-05-14 2024-09-30 13F/A-2 OTTER TAIL COM 689648103 527,111 19,843 3.91 41,199 -7.27 0.0030
2025-02-14 2024-09-30 13F/A-1 OTTER TAIL COM 689648103 527,111 19,843 41,199 0.0030
2024-11-14 2024-09-30 13F OTTER TAIL COM 689648103 527,111 19,843 41,199 0.0004
2025-05-14 2024-06-30 13F/A-2 OTTER TAIL COM 689648103 507,268 13,525 2.74 44,432 4.15 0.0034
2024-10-17 2024-06-30 13F/A-1 OTTER TAIL COM 689648103 507,268 13,525 44,432 0.0034
2024-08-14 2024-06-30 13F OTTER TAIL COM 689648103 507,268 13,525 44,432 0.0034
2024-10-17 2024-03-31 13F/A-2 OTTER TAIL COM 689648103 493,743 24,732 5.27 42,659 7.04 0.0034
2024-08-16 2024-03-31 13F/A-1 OTTER TAIL COM 689648103 493,743 24,732 42,659 0.0004
2024-05-15 2024-03-31 13F OTTER TAIL COM 689648103 493,743 24,732 42,659 0.0034
2024-08-16 2023-12-31 13F/A-1 OTTER TAIL COM 689648103 469,011 126,662 37.00 39,852 53.33 0.0035
2024-02-13 2023-12-31 13F OTTER TAIL COM 689648103 469,011 126,662 39,852 0.0035
2023-11-15 2023-09-30 13F OTTER TAIL COM 689648103 342,349 8,150 2.44 25,991 -1.50 0.0026
2023-08-14 2023-06-30 13F OTTER TAIL COM 689648103 334,199 9,781 3.01 26,388 12.55 0.0026
2023-05-15 2023-03-31 13F OTTER TAIL COM 689648103 324,418 81,136 33.35 23,446 64.15 0.0025
2023-02-14 2022-12-31 13F OTTER TAIL COM 689648103 243,282 -42,999 -15.02 14,283 -18.91 0.0016
2022-11-14 2022-09-30 13F OTTER TAIL COM 689648103 286,281 -310 -0.11 17,613 -8.45 0.0024
2022-10-27 2022-06-30 13F/A-1 OTTER TAIL COM 689648103 286,591 152,536 113.79 19,239 129.66 0.0025
2022-08-15 2022-06-30 13F OTTER TAIL COM 689648103 286,591 152,536 19,239 0.0005
2022-10-27 2022-03-31 13F/A-1 OTTER TAIL COM 689648103 134,055 -74,624 -35.76 8,377 -43.79 0.0011
2022-05-13 2022-03-31 13F OTTER TAIL COM 689648103 134,055 -74,624 8,377 0.0011
2022-02-14 2021-12-31 13F OTTER TAIL COM 689648103 208,679 4,180 2.04 14,904 30.22 0.0018
2021-11-15 2021-09-30 13F OTTER TAIL COM 689648103 204,499 16,225 8.62 11,445 24.54 0.0015
2021-08-23 2021-06-30 13F/A-1 OTTER TAIL COM 689648103 188,274 15,774 9.14 9,190 15.38 0.0012
2021-08-16 2021-06-30 13F OTTER TAIL COM 689648103 188,274 15,774 9,190 0.0003
2021-05-17 2021-03-31 13F OTTER TAIL COM 689648103 172,500 -10,695 -5.84 7,965 2.04 0.0012
2021-02-16 2020-12-31 13F OTTER TAIL COM 689648103 183,195 10,603 6.14 7,806 25.06 0.0012
2020-11-13 2020-09-30 13F OTTER TAIL COM 689648103 172,592 -25,557 -12.90 6,242 -18.79 0.0012
2020-08-14 2020-06-30 13F OTTER TAIL COM 689648103 198,149 39,212 24.67 7,686 8.76 0.0017
2020-05-26 2020-03-31 13F/A-1 OTTER TAIL COM 689648103 158,937 30,795 24.03 7,067 7.53 0.0019
2020-05-15 2020-03-31 13F OTTER TAIL COM 689648103 158,937 30,795 7,067 542.8929
2020-02-14 2019-12-31 13F OTTER TAIL COM 689648103 128,142 31,899 33.14 6,572 27.04 0.0015
2019-11-14 2019-09-30 13F OTTER TAIL COM 689648103 96,243 5,523 6.09 5,173 7.97 0.0014
2019-08-14 2019-06-30 13F OTTER TAIL COM 689648103 90,720 -20,605 -18.51 4,791 -13.61 0.0013
2019-05-15 2019-03-31 13F OTTER TAIL COM 689648103 111,325 -109,345 -49.55 5,546 -49.37 0.0016
2019-02-14 2018-12-31 13F OTTER TAIL COM 689648103 220,670 -100,327 -31.25 10,954 -28.76 0.0033
2019-04-23 2018-09-30 13F/A-2 OTTER TAIL COM 689648103 320,997 64,097 24.95 15,376 25.73 0.0038
2018-11-20 2018-09-30 13F/A-1 OTTER TAIL COM 689648103 320,997 0 15,376 0.0038
2018-11-14 2018-09-30 13F OTTER TAIL COM 689648103 320,997 64,097 15,376
2019-04-23 2018-06-30 13F/A-1 OTTER TAIL COM 689648103 256,900 28,005 12.23 12,229 23.25 0.0033
2018-08-14 2018-06-30 13F OTTER TAIL COM 689648103 256,900 28,005 12,229
2019-04-23 2018-03-31 13F/A-1 OTTER TAIL COM 689648103 228,895 -30,831 -11.87 9,922 -14.06 0.0028
2018-05-14 2018-03-31 13F OTTER TAIL COM 689648103 228,895 -30,831 9,922
2019-04-23 2017-12-31 13F/A-1 OTTER TAIL COM 689648103 259,726 58,235 28.90 11,545 32.18 0.0032
2018-02-14 2017-12-31 13F OTTER TAIL COM 689648103 259,726 58,235 11,545
2017-11-14 2017-09-30 13F OTTER TAIL COM 689648103 201,491 13,303 7.07 8,734 17.22 0.0026
2017-08-11 2017-06-30 13F OTTER TAIL COM 689648103 188,188 -59,220 -23.94 7,451 -20.54 0.0023
2017-05-22 2017-03-31 13F/A-1 OTTER TAIL COM 689648103 247,408 30,059 13.83 9,377 5.74 0.0029
2017-05-12 2017-03-31 13F OTTER TAIL COM 689648103 247,408 9,377
2017-02-22 2016-12-31 13F/A-1 OTTER TAIL COM 689648103 217,349 100,314 85.71 8,868 119.07 0.0029
2017-02-13 2016-12-31 13F OTTER TAIL COM 689648103 217,349 8,868
2016-11-10 2016-09-30 13F OTTER TAIL COM 689648103 117,035 8,392 7.72 4,048 11.27 0.0014
2016-08-12 2016-06-30 13F OTTER TAIL COM 689648103 108,643 4,341 4.16 3,638 17.73 0.0013
2016-05-12 2016-03-31 13F OTTER TAIL COM 689648103 104,302 7,857 8.15 3,090 20.37 0.0012
2016-02-09 2015-12-31 13F OTTER TAIL COM 689648103 96,445 923 0.97 2,567 3.13 0.0009
2016-02-08 2015-09-30 13F/A-1 OTTER TAIL COM 689648103 95,522 -888 -0.92 2,489 -2.93 0.0009
2015-11-09 2015-09-30 13F OTTER TAIL COM 689648103 95,522 2,489
2015-08-12 2015-06-30 13F OTTER TAIL COM 689648103 96,410 -2,301 -2.33 2,564 -19.24 0.0009
2015-05-14 2015-03-31 13F OTTER TAIL COM 689648103 98,711 4,877 5.20 3,175 9.33 0.0012
2015-02-13 2014-12-31 13F OTTER TAIL COM 689648103 93,834 1,190 1.28 2,904 17.52 0.0011
2014-12-16 2014-09-30 13F/A-1 OTTER TAIL COM 689648103 92,644 -53,066 -36.42 2,471 -44.93 0.0010
2014-11-14 2014-09-30 13F OTTER TAIL COM 689648103 92,644 2,471
2014-05-13 2014-03-31 13F OTTER TAIL COM 689648103 145,710 36,407 33.31 4,487 40.22 0.0019
2014-02-13 2013-12-31 13F OTTER TAIL COM 689648103 109,303 -5,755 -5.00 3,200 0.76 0.0014
2013-11-13 2013-09-30 13F OTTER TAIL CORP COM ST COM 689648103 115,058 -8,660 -7.00 3,176 -9.62 0.0015
2013-08-08 2013-06-30 13F OTTER TAIL CORP COM ST COM 689648103 123,718 123,718 3,514 0.0018
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.