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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 18,729 | $889.0K | 0.00% | −5,528−22.8% | Reduced |
| Allianz Asset Management GmbH | 19,384 | $946.0K | 0.00% | +13,827+248.8% | Added |
| Russell Investments Group, Ltd. | 19,652 | $958.0K | 0.00% | +7,802+65.8% | Added |
| Whittier Trust Co of Nevada Inc | 21,249 | $1.04M | 0.04% | +452+2.2% | Added |
| DC Investments Management, LLC | 21,554 | $1.05M | 2.48% | +7,835+57.1% | Added |
| Jackson Creek Investment Advisors LLC | 22,184 | $1.08M | 0.40% | +22,184 | New |
| Raymond James Financial Services Advisors, Inc. | 22,895 | $1.12M | 0.00% | +271+1.2% | Added |
| American International Group, Inc. | 23,060 | $1.13M | 0.00% | −573−2.4% | Reduced |
| Manufacturers Life Insurance Company, The | 23,586 | $1.15M | 0.00% | +675+2.9% | Added |
| Credit Suisse AG | 24,106 | $1.18M | 0.00% | −13,517−35.9% | Reduced |
| Cornercap Investment Counsel Inc | 24,620 | $1.20M | 0.13% | +1,583+6.9% | Added |
| US Bancorp | 25,058 | $1.22M | 0.00% | +1,281+5.4% | Added |
| Legal & General Group Plc | 25,145 | $1.23M | 0.00% | −6,542−20.6% | Reduced |
| Zebra Capital Management LLC | 27,110 | $1.32M | 1.55% | −2,926−9.7% | Reduced |
| Deutsche Bank AG | 27,351 | $1.34M | 0.00% | −2,450−8.2% | Reduced |
| Advisor Group Holdings, Inc. | 28,834 | $1.41M | 0.00% | +699+2.5% | Added |
| Price T Rowe Associates Inc | 29,351 | $1.43M | 0.00% | +5,242+21.7% | Added |
| Ameriprise Financial Inc | 29,488 | $1.44M | 0.00% | +4,210+16.7% | Added |
| State Board of Administration of Florida Retirement System | 30,610 | $1.49M | 0.00% | +9,024+41.8% | Added |
| Aurora Investment Counsel | 31,654 | $1.54M | 1.08% | +70.0% | Added |
| UBS Asset Management Americas Inc | 33,213 | $1.62M | 0.00% | +3,387+11.4% | Added |
| Wells Fargo & Company | 34,127 | $1.67M | 0.00% | −5,814−14.6% | Reduced |
| Thrivent Financial for Lutherans | 34,605 | $1.69M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 35,041 | $1.71M | 0.00% | −17,775−33.7% | Reduced |
| CWM, LLC | 40,025 | $1.95M | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 40,486 | $1.98M | 0.00% | +1,563+4.0% | Added |
| Icon Advisers Inc | 43,100 | $2.10M | 0.34% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 48,628 | $2.37M | 0.04% | +33,299+217.2% | Added |
| State of New Jersey Common Pension Fund D | 52,388 | $2.56M | 0.01% | +52,388 | New |
| Whittier Trust Co | 53,278 | $2.60M | 0.05% | +3,238+6.5% | Added |
| California State Teachers Retirement System | 56,804 | $2.77M | 0.00% | −4,339−7.1% | Reduced |
| North Star Investment Management Corp. | 58,795 | $2.87M | 0.23% | +1,847+3.2% | Added |
| Rhumbline Advisers | 59,000 | $2.88M | 0.00% | −237−0.4% | Reduced |
| Goldman Sachs Group Inc | 60,104 | $2.93M | 0.00% | −15,810−20.8% | Reduced |
| Federated Hermes, Inc. | 60,737 | $2.97M | 0.01% | +9,462+18.5% | Added |
| LSV Asset Management | 62,208 | $3.04M | 0.01% | +1,100+1.8% | Added |
| Invesco Ltd. | 64,618 | $3.15M | 0.00% | +4,415+7.3% | Added |
| Parametric Portfolio Associates LLC | 65,821 | $3.21M | 0.00% | +4,178+6.8% | Added |
| First Manhattan Co | 66,058 | $3.22M | 0.01% | −3,000−4.3% | Reduced |
| New York State Common Retirement Fund | 67,175 | $3.28M | 0.00% | −1,762−2.6% | Reduced |
| Putnam Investments LLC | 85,800 | $4.19M | 0.01% | +1,400+1.7% | Added |
| Swiss National Bank | 91,500 | $4.47M | 0.00% | +7,000+8.3% | Added |
| Bank of America Corp | 111,296 | $5.43M | 0.00% | −18,155−14.0% | Reduced |
| Phocas Financial Corp. | 112,511 | $5.49M | 0.69% | −5,007−4.3% | Reduced |
| Alliancebernstein L.P. | 130,329 | $6.36M | 0.00% | +12,496+10.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 131,226 | $6.41M | 0.01% | +5,621+4.5% | Added |
| Millennium Management LLC | 144,134 | $7.04M | 0.01% | −33,741−19.0% | Reduced |
| JPMorgan Chase & Co | 153,628 | $7.50M | 0.00% | +27,954+22.2% | Added |
| Victory Capital Management Inc | 167,435 | $8.17M | 0.01% | −10,355−5.8% | Reduced |
| Morgan Stanley | 188,274 | $9.19M | 0.00% | +15,774+9.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 197,815 | $9.65M | 0.03% | +11,300+6.1% | Added |
| Prudential Financial Inc | 209,522 | $10.2M | 0.01% | −35,884−14.6% | Reduced |
| Nuveen Asset Management, LLC | 243,860 | $11.9M | 0.00% | +25,904+11.9% | Added |
| Renaissance Technologies LLC | 245,014 | $12.0M | 0.01% | −68,700−21.9% | Reduced |
| Glenmede Trust Co NA | 265,280 | $12.9M | 0.07% | −829−0.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 330,232 | $16.1M | 0.03% | +125,000+60.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 345,165 | $16.8M | 0.11% | −663−0.2% | Reduced |
| Gamco Investors, Inc. Et Al | 388,500 | $19.0M | 0.16% | −23,400−5.7% | Reduced |
| Charles Schwab Investment Management Inc | 401,168 | $19.6M | 0.01% | +19,353+5.1% | Added |
| Bank of New York Mellon Corp | 468,913 | $22.9M | 0.00% | +316+0.1% | Added |
| Northern Trust Corp | 667,722 | $32.6M | 0.01% | −6,453−1.0% | Reduced |
| Geode Capital Management, LLC | 759,350 | $37.1M | 0.01% | +38,152+5.3% | Added |
| Gabelli Funds LLC | 766,500 | $37.4M | 0.24% | −6,500−0.8% | Reduced |
| State Street Corp | 848,603 | $41.4M | 0.00% | +50,489+6.3% | Added |
| Dimensional Fund Advisors LP | 1,039,989 | $50.8M | 0.02% | −45,415−4.2% | Reduced |
| First Trust Advisors LP | 1,335,514 | $65.2M | 0.07% | −22,833−1.7% | Reduced |
| BlackRock Inc. | 3,022,987 | $147.6M | 0.00% | −67,213−2.2% | Reduced |
| Vanguard Group Inc | 4,221,556 | $206.1M | 0.01% | +94,635+2.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 521 | – | – | +521 | New |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −31,181−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,648−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −21,177−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −19,500−100.0% | Sold out |
| John G Ullman & Associates Inc | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,982−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −6,839−100.0% | Sold out |
| Accredited Investors Inc. | 0 | $0 | 0.00% | −6,274−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,464−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −4,151−100.0% | Sold out |
| Morgan Dempsey Capital Management LLC | 0 | $0 | 0.00% | −1,111−100.0% | Sold out |
| Valley Brook Capital Group | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Regal Wealth Group, Inc. | 0 | $0 | 0.00% | −621−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −686−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −398−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |