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 |
|---|---|---|---|---|---|
| First Hawaiian Bank | 7,260 | $354.0K | 0.01% | 00.0% | Unchanged |
| Iowa State Bank | 6,796 | $332.0K | 0.09% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 6,706 | $327.0K | 0.06% | −3,186−32.2% | Reduced |
| Stifel Financial Corp | 6,610 | $323.0K | 0.00% | +6,610 | New |
| D.A. Davidson & Co. | 6,200 | $303.0K | 0.00% | +500+8.8% | Added |
| 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 |
| BNP Paribas Arbitrage, SA | 5,987 | $292.2K | 0.00% | −10,808−64.4% | Reduced |
| Amalgamated Bank | 5,780 | $282.0K | 0.00% | +5,780 | New |
| Ergoteles LLC | 5,300 | $259.0K | 0.01% | +5,300 | New |
| Cambridge Investment Research Advisors, Inc. | 5,191 | $253.0K | 0.00% | +114+2.2% | Added |
| 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 |
| Teacher Retirement System of Texas | 4,809 | $235.0K | 0.00% | +4,809 | New |
| Principal Financial Group Inc | 4,749 | $232.0K | 0.00% | −939−16.5% | Reduced |
| Cetera Advisor Networks LLC | 4,742 | $231.0K | 0.00% | +4,742 | New |
| Proequities, Inc. | 4,541 | $222.0K | 0.01% | −65−1.4% | Reduced |
| Johnson Midwest Financial, LLC | 4,482 | $219.0K | 0.22% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,308 | $210.0K | 0.00% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 4,235 | $207.0K | 0.06% | +4,235 | New |
| Acadian Asset Management LLC | 4,140 | $202.0K | 0.00% | −14,984−78.4% | Reduced |
| Alerus Financial NA | 4,117 | $201.0K | 0.02% | +4,117 | New |
| New York State Teachers Retirement System | 3,500 | $171.0K | 0.00% | +3,500 | New |
| Ameritas Investment Partners, Inc. | 3,227 | $158.0K | 0.01% | −214−6.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,866 | $140.0K | 0.00% | −1,500−34.4% | Reduced |
| Institutional & Family Asset Management, LLC | 2,328 | $114.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,194 | $107.0K | 0.00% | +263+13.6% | Added |
| Harbour Investments, Inc. | 2,153 | $105.0K | 0.00% | +4+0.2% | Added |
| Great West Life Assurance Co | 2,054 | $100.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,985 | $97.0K | 0.00% | −1,144−36.6% | Reduced |
| Trustcore Financial Services, LLC | 1,934 | $94.0K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,643 | $80.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,464 | $71.0K | 0.00% | +8+0.5% | Added |
| JNBA Financial Advisors | 1,404 | $69.0K | 0.01% | +789+128.3% | Added |
| Nisa Investment Advisors, LLC | 1,400 | $68.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,254 | $60.0K | 0.00% | −200−13.8% | Reduced |
| Farmers & Merchants Investments Inc | 1,100 | $54.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| FMR LLC | 904 | $44.0K | 0.00% | +294+48.2% | Added |
| Northwestern Mutual Wealth Management Co | 875 | $43.0K | 0.00% | +875 | New |
| Fifth Third Bancorp | 700 | $34.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 697 | $34.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 600 | $29.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 500 | $24.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 409 | $20.0K | 0.00% | +131+47.1% | Added |
| Macquarie Group Ltd | 380 | $19.0K | 0.00% | −158−29.4% | Reduced |
| Tradition Wealth Management, LLC | 339 | $17.0K | 0.00% | 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 |
| 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 |
| IFP Advisors, Inc | 270 | $13.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $10.0K | 0.00% | +200 | New |
| Plante Moran Financial Advisors, LLC | 154 | $7.00K | 0.00% | +2+1.3% | Added |
| Allworth Financial LP | 120 | $6.00K | 0.00% | +1+0.8% | Added |
| Signaturefd, LLC | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 74 | $4.00K | 0.00% | +74 | New |
| Quadrant Capital Group LLC | 69 | $3.00K | 0.00% | +35+102.9% | Added |
| 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 |
| Aua Capital Management, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $683 | 0.00% | 00.0% | Unchanged |
| 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 |