Otter Tail Corp
OTTR- Exchange
- Nasdaq
- Industry
- Electric Services
- SEC CIK
- 0001466593
In the last 90 days, Otter Tail Corp insiders filed 0 open-market purchases and 2 sales; 363 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Otter Tail Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 363
- +20 vs. Q1 2026
- Shares held
- 29.4M
- +228.6K (+0.8%) vs. Q1 2026
- Total value
- $2.65B
- +$85.8M (+3.3%) vs. Q1 2026
- New holders
- 48
- 144 more added
- Sold out
- 28
- 103 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OTTR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 363 | $2.65B |
| Q1 2026 | 347 | $2.57B |
| Q4 2025 | 354 | $2.29B |
| Q3 2025 | 345 | $2.36B |
| Q2 2025 | 345 | $2.13B |
| Q1 2025 | 334 | $2.21B |
| Q4 2024 | 324 | $2.03B |
| Q3 2024 | 328 | $2.06B |
| Q2 2024 | 315 | $2.17B |
| Q1 2024 | 304 | $2.22B |
| Q4 2023 | 298 | $2.20B |
| Q3 2023 | 277 | $1.89B |
| Q2 2023 | 261 | $1.99B |
| Q1 2023 | 256 | $1.83B |
| Q4 2022 | 249 | $1.19B |
| Q3 2022 | 267 | $1.26B |
| Q2 2022 | 249 | $1.33B |
| Q1 2022 | 235 | $1.22B |
| Q4 2021 | 224 | $1.39B |
| Q3 2021 | 199 | $1.09B |
| Q2 2021 | 169 | $935.3M |
| Q1 2021 | 174 | $887.6M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,557,596 | $590.1M | 0.01% | +133,222+2.1% | Added |
| Vanguard Portfolio Management LLC | 2,996,322 | $269.6M | 0.01% | +49,138+1.7% | Added |
| Vanguard Capital Management LLC | 1,891,243 | $170.2M | 0.00% | +25,530+1.4% | Added |
| State Street Corp | 1,645,782 | $148.1M | 0.00% | +76,434+4.9% | Added |
| LSV Asset Management | 1,186,461 | $106.8M | 0.19% | +143,548+13.8% | Added |
| Geode Capital Management, LLC | 1,112,886 | $100.2M | 0.01% | +57,999+5.5% | Added |
| Morgan Stanley | 885,376 | $79.7M | 0.00% | +230,942+35.3% | Added |
| Dimensional Fund Advisors LP | 828,016 | $74.5M | 0.01% | +12,775+1.6% | Added |
| Two Sigma Investments, LP | 725,769 | $65.3M | 0.05% | +62,835+9.5% | Added |
| First Trust Advisors LP | 637,043 | $57.3M | 0.03% | +30,539+5.0% | Added |
| Caisse de Depot Et Placement du Quebec | 539,873 | $48.6M | 0.07% | −30,060−5.3% | Reduced |
| Charles Schwab Investment Management Inc | 519,756 | $46.8M | 0.01% | −4,365−0.8% | Reduced |
| Gabelli Funds LLC | 462,200 | $41.6M | 0.27% | −5,000−1.1% | Reduced |
| Northern Trust Corp | 453,446 | $40.8M | 0.00% | +21,434+5.0% | Added |
| D. E. Shaw & Co., Inc. | 447,021 | $40.2M | 0.02% | +47,595+11.9% | Added |
| Bank of New York Mellon Corp | 358,275 | $32.2M | 0.01% | +7,667+2.2% | Added |
| JPMorgan Chase & Co | 315,978 | $28.3M | 0.00% | −23,655−7.0% | Reduced |
| Bank of America Corp | 312,589 | $28.1M | 0.00% | −23,894−7.1% | Reduced |
| Vanguard Fiduciary Trust Co | 278,778 | $25.1M | 0.01% | +6,370+2.3% | Added |
| Victory Capital Management Inc | 276,060 | $24.8M | 0.01% | +23,684+9.4% | Added |
| Nuveen, LLC | 268,456 | $24.2M | 0.01% | +79,228+41.9% | Added |
| Gamco Investors, Inc. Et Al | 264,798 | $23.8M | 0.21% | −20.0% | Reduced |
| Price T Rowe Associates Inc | 260,050 | $23.4M | 0.00% | +127,580+96.3% | Added |
| Goldman Sachs Group Inc | 249,295 | $22.4M | 0.00% | −236,056−48.6% | Reduced |
| Principal Financial Group Inc | 233,558 | $21.0M | 0.01% | +1,669+0.7% | Added |
| Adage Capital Partners GP, L.L.C. | 210,546 | $18.9M | 0.03% | −131,454−38.4% | Reduced |
| Invesco Ltd. | 199,684 | $18.0M | 0.00% | −25,489−11.3% | Reduced |
| Public Sector Pension Investment Board | 195,071 | $17.6M | 0.05% | −3,589−1.8% | Reduced |
| Royal Bank of Canada | 185,376 | $16.7M | 0.00% | +7,215+4.0% | Added |
| Federated Hermes, Inc. | 174,664 | $15.7M | 0.02% | +7,099+4.2% | Added |
| UBS Group AG | 135,671 | $12.2M | 0.00% | −20,882−13.3% | Reduced |
| Bank & Trust Co | 119,641 | $10.8M | 6.79% | +405+0.3% | Added |
| Rhumbline Advisers | 104,092 | $9.37M | 0.01% | +5,163+5.2% | Added |
| US Bancorp | 100,662 | $9.06M | 0.01% | −10,149−9.2% | Reduced |
| Whittier Trust Co | 98,904 | $8.95M | 0.09% | −108−0.1% | Reduced |
| Ameriprise Financial Inc | 97,439 | $8.77M | 0.00% | +1,690+1.8% | Added |
| LPL Financial LLC | 95,971 | $8.64M | 0.00% | +37,533+64.2% | Added |
| Franklin Resources Inc | 90,522 | $8.15M | 0.00% | −21,550−19.2% | Reduced |
| American Century Companies Inc | 86,785 | $7.81M | 0.00% | +23,303+36.7% | Added |
| Contravisory Investment Management, Inc. | 86,441 | $7.78M | 1.37% | +86,441 | New |
| Legal & General Group Plc | 85,285 | $7.67M | 0.00% | −8,792−9.3% | Reduced |
| Denali Advisors LLC | 85,102 | $7.66M | 0.77% | −4,807−5.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 83,053 | $7.47M | 0.02% | +2,700+3.4% | Added |
| ProShare Advisors LLC | 80,928 | $7.28M | 0.01% | +6,039+8.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 78,855 | $7.10M | 0.01% | −3,113−3.8% | Reduced |
| Swiss National Bank | 75,800 | $6.82M | 0.00% | +1,400+1.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 75,539 | $6.80M | 0.01% | −116−0.2% | Reduced |
| Phocas Financial Corp. | 72,681 | $6.54M | 0.91% | −3,802−5.0% | Reduced |
| Qube Research & Technologies Ltd | 72,311 | $6.51M | 0.01% | −195,543−73.0% | Reduced |
| Millennium Management LLC | 71,147 | $6.40M | 0.00% | −59,064−45.4% | Reduced |
| New York State Common Retirement Fund | 70,882 | $6.38M | 0.01% | +1,600+2.3% | Added |
| Prudential Financial Inc | 68,569 | $6.17M | 0.01% | −1,050−1.5% | Reduced |
| Wells Fargo & Company | 67,333 | $6.06M | 0.00% | +18,856+38.9% | Added |
| Raymond James Financial Inc | 59,697 | $5.37M | 0.00% | +16,952+39.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 57,071 | $5.14M | 0.01% | +11,678+25.7% | Added |
| Squarepoint Ops LLC | 55,880 | $5.03M | 0.01% | −5,747−9.3% | Reduced |
| BNP Paribas Arbitrage, SA | 54,910 | $4.94M | 0.00% | −7,238−11.6% | Reduced |
| Tudor Investment Corp Et Al | 52,639 | $4.74M | 0.02% | −33,227−38.7% | Reduced |
| Citigroup Inc | 50,314 | $4.53M | 0.00% | +15,819+45.9% | Added |
| Whittier Trust Co of Nevada Inc | 49,054 | $4.46M | 0.08% | +119+0.2% | Added |
| Barclays PLC | 47,891 | $4.31M | 0.00% | +4,579+10.6% | Added |
| UBS Asset Management Americas Inc | 46,061 | $4.14M | 0.00% | −48,510−51.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 44,579 | $4.01M | 0.32% | +21,916+96.7% | Added |
| Alliancebernstein L.P. | 44,983 | $3.95M | 0.00% | +3,260+7.8% | Added |
| Martingale Asset Management L P | 43,830 | $3.94M | 0.09% | +4,099+10.3% | Added |
| Deutsche Bank AG | 43,790 | $3.94M | 0.00% | +4,981+12.8% | Added |
| Palisades Investment Partners, LLC | 43,583 | $3.92M | 1.12% | −786−1.8% | Reduced |
| California State Teachers Retirement System | 43,201 | $3.89M | 0.00% | −1,303−2.9% | Reduced |
| Thrivent Financial for Lutherans | 42,882 | $3.86M | 0.01% | +632+1.5% | Added |
| CBOE Vest Financial, LLC | 42,523 | $3.83M | 0.04% | +1,469+3.6% | Added |
| Benjamin Edwards Inc | 40,275 | $3.62M | 0.03% | +1,046+2.7% | Added |
| Citadel Advisors LLC | 36,053 | $3.24M | 0.00% | −15,149−29.6% | Reduced |
| Vanguard Asset Management, Ltd | 35,292 | $3.18M | 0.00% | +5,929+20.2% | Added |
| Great West Life Assurance Co | 33,415 | $3.01M | 0.00% | −880−2.6% | Reduced |
| First Manhattan Co | 33,349 | $3.00M | 0.01% | −452−1.3% | Reduced |
| Royce & Associates LP | 31,715 | $2.85M | 0.02% | +180+0.6% | Added |
| Financial Engines Advisors L.L.C. | 31,490 | $2.83M | 0.01% | −434−1.4% | Reduced |
| Nomura Asset Management International Inc. | 31,200 | $2.81M | 0.00% | +31,200 | New |
| XTX Topco Ltd | 29,860 | $2.69M | 0.03% | −13,963−31.9% | Reduced |
| AQR Capital Management LLC | 29,182 | $2.63M | 0.00% | +7,145+32.4% | Added |
| CWM Advisors, LLC | 28,393 | $2.55M | 0.10% | +28,392+2,839,200.0% | Added |
| Cetera Investment Advisers | 28,242 | $2.54M | 0.00% | +10,358+57.9% | Added |
| PDT Partners, LLC | 27,000 | $2.43M | 0.13% | +6,400+31.1% | Added |
| Mariner, LLC | 26,469 | $2.38M | 0.00% | +124+0.5% | Added |
| Commonwealth Equity Services, LLC | 25,768 | $2.32M | 0.00% | −1,097−4.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,576 | $2.30M | 0.00% | +17,818+229.7% | Added |
| John G Ullman & Associates Inc | 25,450 | $2.29M | 0.28% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 23,310 | $2.10M | 0.00% | +16,700+252.6% | Added |
| Advisors Asset Management, Inc. | 23,141 | $2.08M | 0.03% | +1,837+8.6% | Added |
| Voloridge Investment Management, LLC | 23,067 | $2.08M | 0.01% | −67,372−74.5% | Reduced |
| MetLife Investment Management | 22,779 | $2.05M | 0.01% | +1,512+7.1% | Added |
| OneAscent Financial Services LLC | 22,625 | $2.04M | 0.10% | −2,393−9.6% | Reduced |
| State Board of Administration of Florida Retirement System | 22,029 | $1.98M | 0.00% | +1,130+5.4% | Added |
| Alps Advisors Inc | 21,276 | $1.91M | 0.01% | +569+2.7% | Added |
| Illinois Municipal Retirement Fund | 20,979 | $1.89M | 0.02% | −19−0.1% | Reduced |
| Russell Investments Group, Ltd. | 20,315 | $1.83M | 0.00% | +16,900+494.9% | Added |
| Winton Group Ltd | 19,946 | $1.79M | 0.06% | +5,325+36.4% | Added |
| State of New Jersey Common Pension Fund D | 19,771 | $1.78M | 0.01% | −6,198−23.9% | Reduced |
| Occudo Quantitative Strategies LP | 19,692 | $1.77M | 0.09% | +19,692 | New |
| Manufacturers Life Insurance Company, The | 19,564 | $1.76M | 0.00% | +1,656+9.2% | Added |