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 2021
Institutional positions in Otter Tail Corp as of Jun 30, 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
- 169
- −5 vs. Q1 2021
- Shares held
- 19.2M
- −51.2K (−0.3%) vs. Q1 2021
- Total value
- $935.3M
- +$47.9M (+5.4%) vs. Q1 2021
- New holders
- 19
- 64 more added
- Sold out
- 24
- 47 more reduced
Compare with Q1 2021: 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 | $2.31B |
| Q2 2025 | 345 | $2.12B |
| Q1 2025 | 334 | $2.21B |
| Q4 2024 | 324 | $2.03B |
| Q3 2024 | 328 | $2.05B |
| Q2 2024 | 315 | $2.16B |
| Q1 2024 | 304 | $2.12B |
| Q4 2023 | 298 | $2.16B |
| Q3 2023 | 277 | $1.89B |
| Q2 2023 | 261 | $1.99B |
| Q1 2023 | 256 | $1.83B |
| Q4 2022 | 249 | $1.19B |
| Q3 2022 | 266 | $1.26B |
| Q2 2022 | 249 | $1.33B |
| Q1 2022 | 235 | $1.22B |
| Q4 2021 | 224 | $1.38B |
| Q3 2021 | 199 | $1.09B |
| Q2 2021 | 169 | $935.3M |
| Q1 2021 | 174 | $887.4M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,221,556 | $206.1M | 0.01% | +94,635+2.3% | Added |
| BlackRock Inc. | 3,022,987 | $147.6M | 0.00% | −67,213−2.2% | Reduced |
| First Trust Advisors LP | 1,335,514 | $65.2M | 0.07% | −22,833−1.7% | Reduced |
| Dimensional Fund Advisors LP | 1,039,989 | $50.8M | 0.02% | −45,415−4.2% | Reduced |
| State Street Corp | 848,603 | $41.4M | 0.00% | +50,489+6.3% | Added |
| Gabelli Funds LLC | 766,500 | $37.4M | 0.24% | −6,500−0.8% | Reduced |
| Geode Capital Management, LLC | 759,350 | $37.1M | 0.01% | +38,152+5.3% | Added |
| Northern Trust Corp | 667,722 | $32.6M | 0.01% | −6,453−1.0% | Reduced |
| Bank of New York Mellon Corp | 468,913 | $22.9M | 0.00% | +316+0.1% | Added |
| Charles Schwab Investment Management Inc | 401,168 | $19.6M | 0.01% | +19,353+5.1% | Added |
| Gamco Investors, Inc. Et Al | 388,500 | $19.0M | 0.16% | −23,400−5.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 345,165 | $16.8M | 0.11% | −663−0.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 330,232 | $16.1M | 0.03% | +125,000+60.9% | Added |
| Glenmede Trust Co NA | 265,280 | $12.9M | 0.07% | −829−0.3% | Reduced |
| Renaissance Technologies LLC | 245,014 | $12.0M | 0.01% | −68,700−21.9% | Reduced |
| Nuveen Asset Management, LLC | 243,860 | $11.9M | 0.00% | +25,904+11.9% | Added |
| Prudential Financial Inc | 209,522 | $10.2M | 0.01% | −35,884−14.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 197,815 | $9.65M | 0.03% | +11,300+6.1% | Added |
| Morgan Stanley | 188,274 | $9.19M | 0.00% | +15,774+9.1% | Added |
| Victory Capital Management Inc | 167,435 | $8.17M | 0.01% | −10,355−5.8% | Reduced |
| JPMorgan Chase & Co | 153,628 | $7.50M | 0.00% | +27,954+22.2% | Added |
| Millennium Management LLC | 144,134 | $7.04M | 0.01% | −33,741−19.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 131,226 | $6.41M | 0.01% | +5,621+4.5% | Added |
| Alliancebernstein L.P. | 130,329 | $6.36M | 0.00% | +12,496+10.6% | Added |
| Phocas Financial Corp. | 112,511 | $5.49M | 0.69% | −5,007−4.3% | Reduced |
| Bank of America Corp | 111,296 | $5.43M | 0.00% | −18,155−14.0% | Reduced |
| Swiss National Bank | 91,500 | $4.47M | 0.00% | +7,000+8.3% | Added |
| Putnam Investments LLC | 85,800 | $4.19M | 0.01% | +1,400+1.7% | Added |
| New York State Common Retirement Fund | 67,175 | $3.28M | 0.00% | −1,762−2.6% | Reduced |
| First Manhattan Co | 66,058 | $3.22M | 0.01% | −3,000−4.3% | Reduced |
| Parametric Portfolio Associates LLC | 65,821 | $3.21M | 0.00% | +4,178+6.8% | Added |
| Invesco Ltd. | 64,618 | $3.15M | 0.00% | +4,415+7.3% | Added |
| LSV Asset Management | 62,208 | $3.04M | 0.01% | +1,100+1.8% | Added |
| Federated Hermes, Inc. | 60,737 | $2.97M | 0.01% | +9,462+18.5% | Added |
| Goldman Sachs Group Inc | 60,104 | $2.93M | 0.00% | −15,810−20.8% | Reduced |
| Rhumbline Advisers | 59,000 | $2.88M | 0.00% | −237−0.4% | Reduced |
| North Star Investment Management Corp. | 58,795 | $2.87M | 0.23% | +1,847+3.2% | Added |
| California State Teachers Retirement System | 56,804 | $2.77M | 0.00% | −4,339−7.1% | Reduced |
| Whittier Trust Co | 53,278 | $2.60M | 0.05% | +3,238+6.5% | Added |
| State of New Jersey Common Pension Fund D | 52,388 | $2.56M | 0.01% | +52,388 | New |
| ExodusPoint Capital Management, LP | 48,628 | $2.37M | 0.04% | +33,299+217.2% | Added |
| Icon Advisers Inc | 43,100 | $2.10M | 0.34% | 00.0% | Unchanged |
| LPL Financial LLC | 40,486 | $1.98M | 0.00% | +1,563+4.0% | Added |
| CWM, LLC | 40,025 | $1.95M | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 35,041 | $1.71M | 0.00% | −17,775−33.7% | Reduced |
| Thrivent Financial for Lutherans | 34,605 | $1.69M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 34,127 | $1.67M | 0.00% | −5,814−14.6% | Reduced |
| UBS Asset Management Americas Inc | 33,213 | $1.62M | 0.00% | +3,387+11.4% | Added |
| Aurora Investment Counsel | 31,654 | $1.54M | 1.08% | +70.0% | Added |
| State Board of Administration of Florida Retirement System | 30,610 | $1.49M | 0.00% | +9,024+41.8% | Added |
| Ameriprise Financial Inc | 29,488 | $1.44M | 0.00% | +4,210+16.7% | Added |
| Price T Rowe Associates Inc | 29,351 | $1.43M | 0.00% | +5,242+21.7% | Added |
| Advisor Group Holdings, Inc. | 28,834 | $1.41M | 0.00% | +699+2.5% | Added |
| Deutsche Bank AG | 27,351 | $1.34M | 0.00% | −2,450−8.2% | Reduced |
| Zebra Capital Management LLC | 27,110 | $1.32M | 1.55% | −2,926−9.7% | Reduced |
| Legal & General Group Plc | 25,145 | $1.23M | 0.00% | −6,542−20.6% | Reduced |
| US Bancorp | 25,058 | $1.22M | 0.00% | +1,281+5.4% | Added |
| Cornercap Investment Counsel Inc | 24,620 | $1.20M | 0.13% | +1,583+6.9% | Added |
| Credit Suisse AG | 24,106 | $1.18M | 0.00% | −13,517−35.9% | Reduced |
| Manufacturers Life Insurance Company, The | 23,586 | $1.15M | 0.00% | +675+2.9% | Added |
| American International Group, Inc. | 23,060 | $1.13M | 0.00% | −573−2.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 22,895 | $1.12M | 0.00% | +271+1.2% | Added |
| Jackson Creek Investment Advisors LLC | 22,184 | $1.08M | 0.40% | +22,184 | New |
| DC Investments Management, LLC | 21,554 | $1.05M | 2.48% | +7,835+57.1% | Added |
| Whittier Trust Co of Nevada Inc | 21,249 | $1.04M | 0.04% | +452+2.2% | Added |
| Russell Investments Group, Ltd. | 19,652 | $958.0K | 0.00% | +7,802+65.8% | Added |
| Allianz Asset Management GmbH | 19,384 | $946.0K | 0.00% | +13,827+248.8% | Added |
| DekaBank Deutsche Girozentrale | 18,729 | $889.0K | 0.00% | −5,528−22.8% | Reduced |
| Voya Investment Management LLC | 17,682 | $863.0K | 0.00% | −688−3.7% | Reduced |
| California Public Employees Retirement System | 17,621 | $860.0K | 0.00% | −57,754−76.6% | Reduced |
| Royal Bank of Canada | 16,624 | $812.0K | 0.00% | −140−0.8% | Reduced |
| Barclays PLC | 16,517 | $807.0K | 0.00% | −34,163−67.4% | Reduced |
| Raymond James & Associates | 16,516 | $806.0K | 0.00% | +211+1.3% | Added |
| SEI Investments Co | 16,397 | $801.0K | 0.00% | +30+0.2% | Added |
| Truist Financial Corp | 15,861 | $775.0K | 0.00% | +15,861 | New |
| Advisors Asset Management, Inc. | 15,667 | $765.0K | 0.01% | +30+0.2% | Added |
| GWM Advisors LLC | 15,255 | $745.0K | 0.02% | +3,730+32.4% | Added |
| Panagora Asset Management Inc | 14,988 | $732.0K | 0.00% | +8,013+114.9% | Added |
| MetLife Investment Management | 14,660 | $715.6K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 14,615 | $713.0K | 0.00% | +1,577+12.1% | Added |
| Commonwealth Equity Services, LLC | 14,467 | $706.0K | 0.00% | +192+1.3% | Added |
| Foundry Partners, LLC | 13,295 | $649.0K | 0.02% | +710+5.6% | Added |
| Martingale Asset Management L P | 13,214 | $646.0K | 0.01% | +1,810+15.9% | Added |
| The PNC Financial Services Group, Inc. | 13,068 | $637.0K | 0.00% | +8+0.1% | Added |
| NJ State Employees Deferred Compensation Plan | 12,000 | $586.0K | 0.08% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 11,826 | $577.2K | 0.01% | +620+5.5% | Added |
| Affinity Investment Advisors, LLC | 11,768 | $574.0K | 0.26% | 00.0% | Unchanged |
| Arizona State Retirement System | 11,284 | $551.0K | 0.00% | +526+4.9% | Added |
| ProShare Advisors LLC | 10,676 | $521.0K | 0.00% | −158−1.5% | Reduced |
| Citadel Advisors LLC | 9,709 | $474.0K | 0.00% | −46,126−82.6% | Reduced |
| NorthRock Partners, LLC | 9,494 | $463.0K | 0.04% | +31+0.3% | Added |
| Symons Capital Management Inc | 9,064 | $442.0K | 0.25% | −8−0.1% | Reduced |
| AQR Capital Management LLC | 9,043 | $441.0K | 0.00% | −1,072−10.6% | Reduced |
| IndexIQ Advisors LLC | 8,762 | $428.0K | 0.01% | +73+0.8% | Added |
| Dynamic Technology Lab Private Ltd | 8,640 | $422.0K | 0.04% | +8,640 | New |
| Public Employees Retirement Association of Colorado | 8,170 | $399.0K | 0.00% | 00.0% | Unchanged |
| O'Shares Investment Advisers, LLC | 7,780 | $380.0K | 0.03% | +1,210+18.4% | Added |
| Horizon Investment Services, LLC | 7,742 | $378.0K | 0.19% | +7,742 | New |
| Citigroup Inc | 7,481 | $364.0K | 0.00% | −777−9.4% | Reduced |
| SNS Financial Group, LLC | 7,371 | $360.0K | 0.05% | 00.0% | Unchanged |