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 |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 14 | $683 | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 59 | $2.00K | 0.00% | +59 | New |
| Eagle Bay Advisors LLC | 22 | $2.00K | 0.00% | +22 | New |
| Quadrant Capital Group LLC | 69 | $3.00K | 0.00% | +35+102.9% | Added |
| Signaturefd, LLC | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 74 | $4.00K | 0.00% | +74 | New |
| Allworth Financial LP | 120 | $6.00K | 0.00% | +1+0.8% | Added |
| Plante Moran Financial Advisors, LLC | 154 | $7.00K | 0.00% | +2+1.3% | Added |
| Independence Bank of Kentucky | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $10.0K | 0.00% | +200 | New |
| IFP Advisors, Inc | 270 | $13.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 301 | $15.0K | 0.01% | +2+0.7% | Added |
| Capital Advisory Group Advisory Services, LLC | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 319 | $16.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 334 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 339 | $17.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 380 | $19.0K | 0.00% | −158−29.4% | Reduced |
| Parallel Advisors, LLC | 409 | $20.0K | 0.00% | +131+47.1% | Added |
| Sound Income Strategies, LLC | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 500 | $24.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 600 | $29.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 700 | $34.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 697 | $34.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 875 | $43.0K | 0.00% | +875 | New |
| FMR LLC | 904 | $44.0K | 0.00% | +294+48.2% | Added |
| BerganKDV Wealth Management, LLC | 1,000 | $49.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,000 | $49.0K | 0.00% | +104+11.6% | Added |
| Farmers & Merchants Investments Inc | 1,100 | $54.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,254 | $60.0K | 0.00% | −200−13.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,400 | $68.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,404 | $69.0K | 0.01% | +789+128.3% | Added |
| AdvisorNet Financial, Inc | 1,464 | $71.0K | 0.00% | +8+0.5% | Added |
| WealthShield Partners, LLC | 1,643 | $80.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,934 | $94.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,985 | $97.0K | 0.00% | −1,144−36.6% | Reduced |
| Great West Life Assurance Co | 2,054 | $100.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,153 | $105.0K | 0.00% | +4+0.2% | Added |
| Public Employees Retirement System of Ohio | 2,194 | $107.0K | 0.00% | +263+13.6% | Added |
| Institutional & Family Asset Management, LLC | 2,328 | $114.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,866 | $140.0K | 0.00% | −1,500−34.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,227 | $158.0K | 0.01% | −214−6.2% | Reduced |
| New York State Teachers Retirement System | 3,500 | $171.0K | 0.00% | +3,500 | New |
| Alerus Financial NA | 4,117 | $201.0K | 0.02% | +4,117 | New |
| Acadian Asset Management LLC | 4,140 | $202.0K | 0.00% | −14,984−78.4% | Reduced |
| Ifrah Financial Services, Inc. | 4,235 | $207.0K | 0.06% | +4,235 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,308 | $210.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 4,482 | $219.0K | 0.22% | 00.0% | Unchanged |
| Proequities, Inc. | 4,541 | $222.0K | 0.01% | −65−1.4% | Reduced |
| Cetera Advisor Networks LLC | 4,742 | $231.0K | 0.00% | +4,742 | New |
| Principal Financial Group Inc | 4,749 | $232.0K | 0.00% | −939−16.5% | Reduced |
| Teacher Retirement System of Texas | 4,809 | $235.0K | 0.00% | +4,809 | New |
| Hussman Strategic Advisors, Inc. | 5,000 | $244.0K | 0.05% | −5,000−50.0% | Reduced |
| Hendershot Investments Inc. | 5,000 | $244.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 5,191 | $253.0K | 0.00% | +114+2.2% | Added |
| Ergoteles LLC | 5,300 | $259.0K | 0.01% | +5,300 | New |
| Amalgamated Bank | 5,780 | $282.0K | 0.00% | +5,780 | New |
| BNP Paribas Arbitrage, SA | 5,987 | $292.2K | 0.00% | −10,808−64.4% | Reduced |
| North Point Portfolio Managers Corp | 6,100 | $298.0K | 0.04% | 00.0% | Unchanged |
| QS Investors, LLC | 6,100 | $298.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 6,200 | $303.0K | 0.00% | +500+8.8% | Added |
| Stifel Financial Corp | 6,610 | $323.0K | 0.00% | +6,610 | New |
| Aigen Investment Management, LP | 6,706 | $327.0K | 0.06% | −3,186−32.2% | Reduced |
| Iowa State Bank | 6,796 | $332.0K | 0.09% | 00.0% | Unchanged |
| First Hawaiian Bank | 7,260 | $354.0K | 0.01% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 7,371 | $360.0K | 0.05% | 00.0% | Unchanged |
| Citigroup Inc | 7,481 | $364.0K | 0.00% | −777−9.4% | Reduced |
| Horizon Investment Services, LLC | 7,742 | $378.0K | 0.19% | +7,742 | New |
| O'Shares Investment Advisers, LLC | 7,780 | $380.0K | 0.03% | +1,210+18.4% | Added |
| Public Employees Retirement Association of Colorado | 8,170 | $399.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 8,640 | $422.0K | 0.04% | +8,640 | New |
| IndexIQ Advisors LLC | 8,762 | $428.0K | 0.01% | +73+0.8% | Added |
| AQR Capital Management LLC | 9,043 | $441.0K | 0.00% | −1,072−10.6% | Reduced |
| Symons Capital Management Inc | 9,064 | $442.0K | 0.25% | −8−0.1% | Reduced |
| NorthRock Partners, LLC | 9,494 | $463.0K | 0.04% | +31+0.3% | Added |
| Citadel Advisors LLC | 9,709 | $474.0K | 0.00% | −46,126−82.6% | Reduced |
| ProShare Advisors LLC | 10,676 | $521.0K | 0.00% | −158−1.5% | Reduced |
| Arizona State Retirement System | 11,284 | $551.0K | 0.00% | +526+4.9% | Added |
| Affinity Investment Advisors, LLC | 11,768 | $574.0K | 0.26% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 11,826 | $577.2K | 0.01% | +620+5.5% | Added |
| NJ State Employees Deferred Compensation Plan | 12,000 | $586.0K | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,068 | $637.0K | 0.00% | +8+0.1% | Added |
| Martingale Asset Management L P | 13,214 | $646.0K | 0.01% | +1,810+15.9% | Added |
| Foundry Partners, LLC | 13,295 | $649.0K | 0.02% | +710+5.6% | Added |
| Commonwealth Equity Services, LLC | 14,467 | $706.0K | 0.00% | +192+1.3% | Added |
| HSBC Holdings PLC | 14,615 | $713.0K | 0.00% | +1,577+12.1% | Added |
| MetLife Investment Management | 14,660 | $715.6K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 14,988 | $732.0K | 0.00% | +8,013+114.9% | Added |
| GWM Advisors LLC | 15,255 | $745.0K | 0.02% | +3,730+32.4% | Added |
| Advisors Asset Management, Inc. | 15,667 | $765.0K | 0.01% | +30+0.2% | Added |
| Truist Financial Corp | 15,861 | $775.0K | 0.00% | +15,861 | New |
| SEI Investments Co | 16,397 | $801.0K | 0.00% | +30+0.2% | Added |
| Raymond James & Associates | 16,516 | $806.0K | 0.00% | +211+1.3% | Added |
| Barclays PLC | 16,517 | $807.0K | 0.00% | −34,163−67.4% | Reduced |
| Royal Bank of Canada | 16,624 | $812.0K | 0.00% | −140−0.8% | Reduced |
| California Public Employees Retirement System | 17,621 | $860.0K | 0.00% | −57,754−76.6% | Reduced |
| Voya Investment Management LLC | 17,682 | $863.0K | 0.00% | −688−3.7% | Reduced |