Otter Tail Corporation
US ˙ NasdaqGS ˙ US6896481032

SecurityOTTR / Otter Tail Corporation
InstitutionFifth Third Bancorp
Latest Disclosed Ownership17,815 shares
Latest Disclosed Value $ 1,563,623
Fifth Third Bancorp reports 1,803.31% increase in ownership of OTTR / Otter Tail Corporation

On May 1, 2026 - Fifth Third Bancorp filed a 13F-HR form disclosing ownership of 17,815 shares of Otter Tail Corporation (US:OTTR) valued at $1,563,623 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 936 shares of Otter Tail Corporation. This represents a change in shares of 1,803.31% during the quarter. The current value of the position is $1,527,993 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)
2026-05-01 2026-03-31 13F OTTER TAIL COM 689648103 17,815 16,879 1,803.31 1,564 1,984.00 0.0029
2026-02-02 2025-12-31 13F OTTER TAIL COM 689648103 936 50 5.64 76 4.17 0.0002
2025-11-07 2025-09-30 13F OTTER TAIL COM 689648103 886 13 1.49 73 7.46 0.0002
2025-07-15 2025-06-30 13F OTTER TAIL COM 689648103 873 -23 -2.57 67 -6.94 0.0002
2025-04-15 2025-03-31 13F OTTER TAIL COM 689648103 896 56 6.67 72 16.13 0.0003
2025-01-21 2024-12-31 13F OTTER TAIL COM 689648103 840 52 6.60 62 1.64 0.0002
2024-10-17 2024-09-30 13F OTTER TAIL COM 689648103 788 -26 -3.19 62 -14.08 0.0002
2024-07-22 2024-06-30 13F OTTER TAIL COM 689648103 814 19 2.39 71 4.41 0.0003
2024-04-23 2024-03-31 13F OTTER TAIL COM 689648103 795 7 0.89 69 3.03 0.0003
2024-01-19 2023-12-31 13F OTTER TAIL COM 689648103 788 14 1.81 67 13.79 0.0003
2023-10-31 2023-09-30 13F OTTER TAIL COM 689648103 774 0 0.00 59 -4.92 0.0003
2023-07-26 2023-06-30 13F OTTER TAIL COM 689648103 774 53 7.35 61 17.31 0.0003
2023-04-24 2023-03-31 13F OTTER TAIL COM 689648103 721 21 3.00 52 26.83 0.0002
2023-01-25 2022-12-31 13F OTTER TAIL COM 689648103 700 0 0.00 41 -4.65 0.0002
2022-10-25 2022-09-30 13F OTTER TAIL COM 689648103 700 0 0.00 43 -8.51 0.0002
2022-08-04 2022-06-30 13F OTTER TAIL COM 689648103 700 0 0.00 47 6.82 0.0002
2022-04-19 2022-03-31 13F OTTER TAIL COM 689648103 700 0 0.00 44 -12.00 0.0002
2022-02-01 2021-12-31 13F OTTER TAIL COM 689648103 700 0 0.00 50 28.21 0.0002
2021-10-15 2021-09-30 13F OTTER TAIL COM 689648103 700 0 0.00 39 14.71 0.0002
2021-08-06 2021-06-30 13F OTTER TAIL COM 689648103 700 0 0.00 34 6.25 0.0001
2021-05-07 2021-03-31 13F OTTER TAIL COM 689648103 700 0 0.00 32 6.67 0.0001
2021-02-16 2020-12-31 13F OTTER TAIL COM 689648103 700 0 0.00 30 20.00 0.0001
2020-11-09 2020-09-30 13F OTTER TAIL COM 689648103 700 0 0.00 25 -7.41 0.0001
2020-08-05 2020-06-30 13F OTTER TAIL COM 689648103 700 0 0.00 27 -12.90 0.0002
2020-05-05 2020-03-31 13F OTTER TAIL COM 689648103 700 0 0.00 31 -13.89 0.0002
2020-02-14 2019-12-31 13F OTTER TAIL COM 689648103 700 0 0.00 36 -5.26 0.0002
2019-11-14 2019-09-30 13F OTTER TAIL COM 689648103 700 0 0.00 38 2.70 0.0002
2019-08-07 2019-06-30 13F OTTER TAIL COM 689648103 700 0 0.00 37 5.71 0.0002
2019-05-14 2019-03-31 13F OTTER TAIL COM 689648103 700 0 0.00 35 0.00 0.0002
2019-02-14 2018-12-31 13F OTTER TAIL COM 689648103 700 0 0.00 35 2.94 0.0003
2018-11-14 2018-09-30 13F OTTER TAIL COM 689648103 700 0 0.00 34 3.03 0.0002
2018-08-14 2018-06-30 13F OTTER TAIL COM 689648103 700 0 0.00 33 10.00 0.0002
2018-05-15 2018-03-31 13F OTTER TAIL COM 689648103 700 0 0.00 30 -3.23 0.0002
2018-02-14 2017-12-31 13F OTTER TAIL COM 689648103 700 0 0.00 31 3.33 0.0002
2017-11-14 2017-09-30 13F OTTER TAIL COM 689648103 700 0 0.00 30 7.14 0.0002
2017-08-11 2017-06-30 13F OTTER TAIL COM 689648103 700 0 0.00 28 3.70 0.0002
2017-05-12 2017-03-31 13F OTTER TAIL COM 689648103 700 0 0.00 27 -6.90 0.0002
2017-02-13 2016-12-31 13F/A-1 OTTER TAIL COM 689648103 700 0 0.00 29 20.83 0.0002
2017-02-09 2016-12-31 13F OTTER TAIL COM 689648103 700 0 24 0.0002
2016-11-10 2016-09-30 13F OTTER TAIL COM 689648103 700 0 0.00 24 4.35 0.0002
2016-08-11 2016-06-30 13F OTTER TAIL COM 689648103 700 0 0.00 23 9.52 0.0002
2016-05-13 2016-03-31 13F OTTER TAIL COM 689648103 700 0 0.00 21 10.53 0.0002
2016-02-16 2015-12-31 13F OTTER TAIL COM 689648103 700 0 0.00 19 5.56 0.0002
2015-11-13 2015-09-30 13F OTTER TAIL COM 689648103 700 0 0.00 18 -5.26 0.0002
2015-08-14 2015-06-30 13F OTTER TAIL COM 689648103 700 -2,025 -74.31 19 -78.41 0.0002
2015-05-14 2015-03-31 13F OTTER TAIL COM 689648103 2,725 0 0.00 88 4.76 0.0008
2015-02-13 2014-12-31 13F OTTER TAIL COM 689648103 2,725 1,325 94.64 84 127.03 0.0007
2014-11-17 2014-09-30 13F OTTER TAIL COM 689648103 1,400 0 0.00 37 -11.90 0.0003
2014-08-14 2014-06-30 13F OTTER TAIL COM 689648103 1,400 0 0.00 42 -2.33 0.0004
2014-05-15 2014-03-31 13F OTTER TAIL COM 689648103 1,400 0 0.00 43 4.88 0.0004
2014-02-14 2013-12-31 13F OTTER TAIL COM 689648103 1,400 0 0.00 41 5.13 0.0004
2013-11-14 2013-09-30 13F OTTER TAIL COM 689648103 1,400 0 0.00 39 -2.50 0.0004
2013-08-14 2013-06-30 13F OTTER TAIL COM 689648103 1,400 1,400 40 0.0004
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.