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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
Meridian Wealth Partners, LLC5$00.00%––
Archer Investment Corp12$5540.00%––
Raffa Wealth Management, LLC14$6460.00%––
Aua Capital Management, LLC24$1.00K0.00%––
Versant Capital Management, Inc24$1.00K0.00%––
Quadrant Capital Group LLC34$2.00K0.00%––
Pflug Koory, LLC50$2.00K0.00%––
Lindbrook Capital, LLC40$2.00K0.00%––
Signaturefd, LLC88$4.00K0.00%––
Allworth Financial LP119$6.00K0.00%––
Plante Moran Financial Advisors, LLC152$7.00K0.00%––
Abundance Wealth Counselors150$7.00K0.00%––
Independence Bank of Kentucky200$9.00K0.00%––
Ameritas Investment Company, LLC200$9.23K0.00%––
Sowell Financial Services LLC205$10.0K0.00%––
Jones Financial Companies LLLP259$12.0K0.00%––
IFP Advisors, Inc270$12.0K0.00%––
Eudaimonia Partners, LLC259$12.0K0.00%––
Parallel Advisors, LLC278$13.0K0.00%––
First Bank & Trust300$14.0K0.01%––
HighMark Wealth Management LLC299$14.0K0.01%––
Capital Advisory Group Advisory Services, LLC300$14.0K0.01%––
Edge Wealth Management LLC319$15.0K0.00%––
West Financial Advisors, LLC334$15.0K0.01%––
Tradition Wealth Management, LLC339$16.0K0.00%––
Eaton Vance Management398$18.0K0.00%––
CoreFirst Bank & Trust500$23.0K0.02%––
Sound Income Strategies, LLC500$23.1K0.00%––
Macquarie Group Ltd538$25.0K0.00%––
FMR LLC610$28.0K0.00%––
Optimum Investment Advisors600$28.0K0.01%––
JNBA Financial Advisors615$28.0K0.00%––
Regal Wealth Group, Inc.621$29.0K0.02%––
International Assets Investment Management, LLC686$29.0K0.00%––
Fifth Third Bancorp700$32.0K0.00%––
Spire Wealth Management697$32.0K0.00%––
Valley Brook Capital Group800$36.0K0.03%––
Captrust Financial Advisors896$41.0K0.00%––
BerganKDV Wealth Management, LLC1,000$46.0K0.01%––
Morgan Dempsey Capital Management LLC1,111$51.0K0.02%––
Farmers & Merchants Investments Inc1,100$51.0K0.00%––
Nisa Investment Advisors, LLC1,400$65.0K0.00%––
AdvisorNet Financial, Inc1,456$67.0K0.00%––
Geneos Wealth Management Inc.1,454$68.0K0.00%––
WealthShield Partners, LLC1,643$76.0K0.01%––
Public Employees Retirement System of Ohio1,931$89.0K0.00%––
Trustcore Financial Services, LLC1,934$89.0K0.01%––
Great West Life Assurance Co2,054$94.0K0.00%––
Harbour Investments, Inc.2,149$99.0K0.00%––
Institutional & Family Asset Management, LLC2,328$107.0K0.02%––
Tower Research Capital LLC (TRC)3,129$144.0K0.00%––
Ameritas Investment Partners, Inc.3,441$159.0K0.01%––
Bank of Montreal4,151$191.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)4,308$199.0K0.00%––
Steward Partners Investment Advisory, LLC4,366$201.6K0.00%––
Johnson Midwest Financial, LLC4,482$207.0K0.22%––
Proequities, Inc.4,606$213.0K0.01%––
Hendershot Investments Inc.5,000$231.0K0.05%––
Cambridge Investment Research Advisors, Inc.5,077$234.0K0.00%––
Trexquant Investment LP5,464$252.0K0.02%––
Allianz Asset Management GmbH5,557$257.0K0.00%––
D.A. Davidson & Co.5,700$263.0K0.00%––
Principal Financial Group Inc5,688$263.0K0.00%––
North Point Portfolio Managers Corp6,100$282.0K0.04%––
QS Investors, LLC6,100$282.0K0.00%––
Accredited Investors Inc.6,274$290.0K0.04%––
O'Shares Investment Advisers, LLC6,570$303.0K0.02%––
Iowa State Bank6,796$314.0K0.09%––
D. E. Shaw & Co., Inc.6,839$316.0K0.00%––
Panagora Asset Management Inc6,975$322.0K0.00%––
First Hawaiian Bank7,260$335.0K0.01%––
SNS Financial Group, LLC7,371$340.0K0.05%––
SG Americas Securities, LLC7,982$369.0K0.00%––
Public Employees Retirement Association of Colorado8,170$377.0K0.00%––
Citigroup Inc8,258$382.0K0.00%––
IndexIQ Advisors LLC8,689$401.0K0.01%––
Symons Capital Management Inc9,072$419.0K0.22%––
NorthRock Partners, LLC9,463$437.0K0.04%––
Aigen Investment Management, LP9,892$457.0K0.06%––
Hussman Strategic Advisors, Inc.10,000$462.0K0.10%––
AQR Capital Management LLC10,115$467.0K0.00%––
Arizona State Retirement System10,758$497.0K0.00%––
ProShare Advisors LLC10,834$500.0K0.00%––
Metropolitan Life Insurance Co11,206$517.4K0.01%––
Martingale Asset Management L P11,404$527.0K0.01%––
GWM Advisors LLC11,525$532.0K0.02%––
Affinity Investment Advisors, LLC11,768$543.0K0.20%––
Russell Investments Group, Ltd.11,850$545.0K0.00%––
NJ State Employees Deferred Compensation Plan12,000$554.0K0.08%––
John G Ullman & Associates Inc12,400$573.0K0.08%––
Foundry Partners, LLC12,585$581.0K0.02%––
HSBC Holdings PLC13,038$602.0K0.00%––
The PNC Financial Services Group, Inc.13,060$603.0K0.00%––
DC Investments Management, LLC13,719$633.0K1.57%––
Commonwealth Equity Services, LLC14,275$659.0K0.00%––
MetLife Investment Management14,660$676.9K0.01%––
ExodusPoint Capital Management, LP15,329$708.0K0.01%––
Advisors Asset Management, Inc.15,637$722.0K0.01%––
SEI Investments Co16,367$736.0K0.00%––
Raymond James & Associates16,305$753.0K0.00%––