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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, Q1 2021

Institutional positions in Otter Tail Corp as of Mar 31, 2021. 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
174
No complete 13F data for Q4 2020
Shares held
19.2M
No complete 13F data for Q4 2020
Total value
$887.4M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 174 institutions
Q1 2021: 174 institutionsQ2 2021: 169 institutionsQ3 2021: 199 institutionsQ4 2021: 224 institutionsQ1 2022: 235 institutionsQ2 2022: 249 institutionsQ3 2022: 266 institutionsQ4 2022: 249 institutionsQ1 2023: 256 institutionsQ2 2023: 261 institutionsQ3 2023: 277 institutionsQ4 2023: 298 institutionsQ1 2024: 304 institutionsQ2 2024: 315 institutionsQ3 2024: 328 institutionsQ4 2024: 324 institutionsQ1 2025: 334 institutionsQ2 2025: 345 institutionsQ3 2025: 345 institutionsQ4 2025: 354 institutionsQ1 2026: 347 institutionsQ2 2026: 363 institutions
Value heldQ1 2021: $887.4M
Q1 2021: $887.4MQ2 2021: $935.3MQ3 2021: $1.09BQ4 2021: $1.38BQ1 2022: $1.22BQ2 2022: $1.33BQ3 2022: $1.26BQ4 2022: $1.19BQ1 2023: $1.83BQ2 2023: $1.99BQ3 2023: $1.89BQ4 2023: $2.16BQ1 2024: $2.12BQ2 2024: $2.16BQ3 2024: $2.05BQ4 2024: $2.03BQ1 2025: $2.21BQ2 2025: $2.12BQ3 2025: $2.31BQ4 2025: $2.29BQ1 2026: $2.57BQ2 2026: $2.65B
Institutions holding OTTR and their total value by quarter
QuarterHoldersValue
Q2 2026363$2.65B
Q1 2026347$2.57B
Q4 2025354$2.29B
Q3 2025345$2.31B
Q2 2025345$2.12B
Q1 2025334$2.21B
Q4 2024324$2.03B
Q3 2024328$2.05B
Q2 2024315$2.16B
Q1 2024304$2.12B
Q4 2023298$2.16B
Q3 2023277$1.89B
Q2 2023261$1.99B
Q1 2023256$1.83B
Q4 2022249$1.19B
Q3 2022266$1.26B
Q2 2022249$1.33B
Q1 2022235$1.22B
Q4 2021224$1.38B
Q3 2021199$1.09B
Q2 2021169$935.3M
Q1 2021174$887.4M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Otter Tail Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding OTTR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc4,126,921$190.5M0.01%––
BlackRock Inc.3,090,200$142.7M0.00%––
First Trust Advisors LP1,358,347$62.7M0.08%––
Dimensional Fund Advisors LP1,085,404$50.3M0.02%––
State Street Corp798,114$36.8M0.00%––
Gabelli Funds LLC773,000$35.7M0.24%––
Geode Capital Management, LLC721,198$33.3M0.01%––
Northern Trust Corp674,175$31.1M0.01%––
Bank of New York Mellon Corp468,597$21.6M0.00%––
Gamco Investors, Inc. Et Al411,900$19.0M0.17%––
Charles Schwab Investment Management Inc381,815$17.6M0.01%––
Fuller & Thaler Asset Management, Inc.345,828$16.0M0.11%––
Renaissance Technologies LLC313,714$14.5M0.02%––
Glenmede Trust Co NA266,109$12.3M0.07%––
Prudential Financial Inc245,406$11.3M0.02%––
Nuveen Asset Management, LLC217,956$10.1M0.00%––
Adage Capital Partners GP, L.L.C.205,232$9.48M0.02%––
Hotchkis & Wiley Capital Management LLC186,515$8.61M0.03%––
Millennium Management LLC177,875$8.21M0.01%––
Victory Capital Management Inc177,790$8.21M0.01%––
Morgan Stanley172,500$7.96M0.00%––
Bank of America Corp129,451$5.98M0.00%––
JPMorgan Chase & Co125,674$5.80M0.00%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main125,605$5.80M0.01%––
Alliancebernstein L.P.117,833$5.44M0.00%––
Phocas Financial Corp.117,518$5.43M0.72%––
Swiss National Bank84,500$3.90M0.00%––
Putnam Investments LLC84,400$3.90M0.01%––
Goldman Sachs Group Inc75,914$3.50M0.00%––
California Public Employees Retirement System75,375$3.48M0.00%––
First Manhattan Co69,058$3.19M0.01%––
New York State Common Retirement Fund68,937$3.18M0.00%––
Parametric Portfolio Associates LLC61,643$2.85M0.00%––
California State Teachers Retirement System61,143$2.82M0.00%––
LSV Asset Management61,108$2.82M0.00%––
Invesco Ltd.60,203$2.78M0.00%––
Rhumbline Advisers59,237$2.73M0.00%––
North Star Investment Management Corp.56,948$2.63M0.25%––
Citadel Advisors LLC55,835$2.58M0.00%––
UBS Group AG52,816$2.44M0.00%––
Federated Hermes, Inc.51,275$2.37M0.00%––
Barclays PLC50,680$2.34M0.00%––
Whittier Trust Co50,040$2.31M0.04%––
Icon Advisers Inc43,100$1.99M0.31%––
CWM, LLC40,025$1.95M0.02%––
Wells Fargo & Company39,941$1.84M0.00%––
LPL Financial LLC38,923$1.80M0.00%––
Credit Suisse AG37,623$1.74M0.00%––
Thrivent Financial for Lutherans34,605$1.60M0.00%––
Legal & General Group Plc31,687$1.46M0.00%––
Aurora Investment Counsel31,647$1.46M1.08%––
HighTower Advisors, LLC31,181$1.44M0.00%––
Zebra Capital Management LLC30,036$1.39M1.53%––
UBS Asset Management Americas Inc29,826$1.38M0.00%––
Deutsche Bank AG29,801$1.38M0.00%––
Advisor Group Holdings, Inc.28,135$1.30M0.00%––
Ameriprise Financial Inc25,278$1.17M0.00%––
Price T Rowe Associates Inc24,109$1.11M0.00%––
DekaBank Deutsche Girozentrale24,257$1.11M0.00%––
US Bancorp23,777$1.10M0.00%––
American International Group, Inc.23,633$1.09M0.00%––
HRT Financial LP23,648$1.09M0.01%––
Cornercap Investment Counsel Inc23,037$1.06M0.12%––
Manufacturers Life Insurance Company, The22,911$1.06M0.00%––
Raymond James Financial Services Advisors, Inc.22,624$1.04M0.00%––
Two Sigma Advisers, LP22,500$1.04M0.00%––
State Board of Administration of Florida Retirement System21,586$997.0K0.00%––
Cubist Systematic Strategies, LLC21,177$978.0K0.01%––
Whittier Trust Co of Nevada Inc20,797$960.0K0.04%––
Man Group plc19,500$900.0K0.00%––
Acadian Asset Management LLC19,124$883.0K0.00%––
Voya Investment Management LLC18,370$848.0K0.00%––
BNP Paribas Arbitrage, SA16,795$775.4K0.00%––
Royal Bank of Canada16,764$775.0K0.00%––
Raymond James & Associates16,305$753.0K0.00%––
SEI Investments Co16,367$736.0K0.00%––
Advisors Asset Management, Inc.15,637$722.0K0.01%––
ExodusPoint Capital Management, LP15,329$708.0K0.01%––
MetLife Investment Management14,660$676.9K0.01%––
Commonwealth Equity Services, LLC14,275$659.0K0.00%––
DC Investments Management, LLC13,719$633.0K1.57%––
The PNC Financial Services Group, Inc.13,060$603.0K0.00%––
HSBC Holdings PLC13,038$602.0K0.00%––
Foundry Partners, LLC12,585$581.0K0.02%––
John G Ullman & Associates Inc12,400$573.0K0.08%––
NJ State Employees Deferred Compensation Plan12,000$554.0K0.08%––
Russell Investments Group, Ltd.11,850$545.0K0.00%––
Affinity Investment Advisors, LLC11,768$543.0K0.20%––
GWM Advisors LLC11,525$532.0K0.02%––
Martingale Asset Management L P11,404$527.0K0.01%––
Metropolitan Life Insurance Co11,206$517.4K0.01%––
ProShare Advisors LLC10,834$500.0K0.00%––
Arizona State Retirement System10,758$497.0K0.00%––
AQR Capital Management LLC10,115$467.0K0.00%––
Hussman Strategic Advisors, Inc.10,000$462.0K0.10%––
Aigen Investment Management, LP9,892$457.0K0.06%––
NorthRock Partners, LLC9,463$437.0K0.04%––
Symons Capital Management Inc9,072$419.0K0.22%––
IndexIQ Advisors LLC8,689$401.0K0.01%––
Citigroup Inc8,258$382.0K0.00%––