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, Q3 2021
Institutional positions in Otter Tail Corp as of Sep 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
- 199
- +32 vs. Q2 2021
- Shares held
- 19.5M
- +368.0K (+1.9%) vs. Q2 2021
- Total value
- $1.09B
- +$157.6M (+16.9%) vs. Q2 2021
- New holders
- 39
- 56 more added
- Sold out
- 7
- 58 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,264,483 | $238.7M | 0.01% | +42,927+1.0% | Added |
| BlackRock Inc. | 2,893,010 | $161.9M | 0.00% | −129,977−4.3% | Reduced |
| First Trust Advisors LP | 1,167,791 | $65.4M | 0.07% | −167,723−12.6% | Reduced |
| Dimensional Fund Advisors LP | 1,033,057 | $57.8M | 0.02% | −6,932−0.7% | Reduced |
| State Street Corp | 848,557 | $47.5M | 0.00% | −460.0% | Reduced |
| Gabelli Funds LLC | 758,000 | $42.4M | 0.28% | −8,500−1.1% | Reduced |
| Geode Capital Management, LLC | 757,735 | $42.4M | 0.01% | −1,615−0.2% | Reduced |
| Northern Trust Corp | 644,501 | $36.1M | 0.01% | −23,221−3.5% | Reduced |
| Nuveen Asset Management, LLC | 544,481 | $30.5M | 0.01% | +300,621+123.3% | Added |
| Bank of New York Mellon Corp | 478,777 | $26.8M | 0.01% | +9,864+2.1% | Added |
| Charles Schwab Investment Management Inc | 411,020 | $23.0M | 0.01% | +9,852+2.5% | Added |
| Gamco Investors, Inc. Et Al | 370,300 | $20.7M | 0.18% | −18,200−4.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 346,767 | $19.4M | 0.13% | +1,602+0.5% | Added |
| Adage Capital Partners GP, L.L.C. | 320,232 | $17.9M | 0.04% | −10,000−3.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 290,341 | $16.3M | 0.03% | +159,115+121.3% | Added |
| Glenmede Trust Co NA | 262,036 | $14.7M | 0.08% | −3,244−1.2% | Reduced |
| Renaissance Technologies LLC | 218,904 | $12.3M | 0.02% | −26,110−10.7% | Reduced |
| Morgan Stanley | 204,499 | $11.4M | 0.00% | +16,225+8.6% | Added |
| Prudential Financial Inc | 195,764 | $11.0M | 0.02% | −13,758−6.6% | Reduced |
| Millennium Management LLC | 190,507 | $10.7M | 0.01% | +46,373+32.2% | Added |
| Victory Capital Management Inc | 185,906 | $10.4M | 0.01% | +18,471+11.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 173,465 | $9.71M | 0.03% | −24,350−12.3% | Reduced |
| Parametric Portfolio Associates LLC | 123,848 | $6.93M | 0.00% | +58,027+88.2% | Added |
| Alliancebernstein L.P. | 114,633 | $6.42M | 0.00% | −15,696−12.0% | Reduced |
| JPMorgan Chase & Co | 113,484 | $6.35M | 0.00% | −40,144−26.1% | Reduced |
| Phocas Financial Corp. | 113,412 | $6.35M | 0.80% | +901+0.8% | Added |
| Bank of America Corp | 113,156 | $6.33M | 0.00% | +1,860+1.7% | Added |
| Swiss National Bank | 91,500 | $5.12M | 0.00% | 00.0% | Unchanged |
| Putnam Investments LLC | 70,960 | $3.97M | 0.01% | −14,840−17.3% | Reduced |
| New York State Common Retirement Fund | 68,775 | $3.85M | 0.00% | +1,600+2.4% | Added |
| Invesco Ltd. | 67,601 | $3.78M | 0.00% | +2,983+4.6% | Added |
| First Manhattan Co | 66,058 | $3.70M | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 62,208 | $3.48M | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 60,741 | $3.40M | 0.00% | +1,741+3.0% | Added |
| Federated Hermes, Inc. | 60,718 | $3.40M | 0.01% | −190.0% | Reduced |
| North Star Investment Management Corp. | 59,737 | $3.34M | 0.27% | +942+1.6% | Added |
| California State Teachers Retirement System | 56,352 | $3.15M | 0.00% | −452−0.8% | Reduced |
| Whittier Trust Co | 56,099 | $3.14M | 0.06% | +2,821+5.3% | Added |
| Wells Fargo & Company | 54,549 | $3.05M | 0.00% | +20,422+59.8% | Added |
| State of New Jersey Common Pension Fund D | 49,489 | $2.77M | 0.01% | −2,899−5.5% | Reduced |
| Ameriprise Financial Inc | 43,881 | $2.48M | 0.00% | +14,393+48.8% | Added |
| Icon Advisers Inc | 43,100 | $2.41M | 0.41% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 41,300 | $2.31M | 0.00% | −18,804−31.3% | Reduced |
| LPL Financial LLC | 39,893 | $2.23M | 0.00% | −593−1.5% | Reduced |
| EAM Global Investors LLC | 39,852 | $2.23M | 0.53% | +39,852 | New |
| UBS Group AG | 36,071 | $2.02M | 0.00% | +1,030+2.9% | Added |
| Martingale Asset Management L P | 35,014 | $1.96M | 0.03% | +21,800+165.0% | Added |
| ExodusPoint Capital Management, LP | 33,573 | $1.88M | 0.03% | −15,055−31.0% | Reduced |
| Legal & General Group Plc | 33,349 | $1.87M | 0.00% | +8,204+32.6% | Added |
| State Board of Administration of Florida Retirement System | 30,610 | $1.71M | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 30,013 | $1.68M | 0.00% | −3,200−9.6% | Reduced |
| Aurora Investment Counsel | 29,514 | $1.65M | 1.15% | −2,140−6.8% | Reduced |
| Price T Rowe Associates Inc | 29,297 | $1.64M | 0.00% | −54−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 29,094 | $1.63M | 0.00% | +260+0.9% | Added |
| Credit Suisse AG | 28,346 | $1.59M | 0.00% | +4,240+17.6% | Added |
| EAM Investors, LLC | 28,251 | $1.58M | 0.27% | +28,251 | New |
| DekaBank Deutsche Girozentrale | 27,776 | $1.56M | 0.00% | +9,047+48.3% | Added |
| Deutsche Bank AG | 27,814 | $1.56M | 0.00% | +463+1.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 24,536 | $1.37M | 0.00% | +1,641+7.2% | Added |
| US Bancorp | 22,654 | $1.27M | 0.00% | −2,404−9.6% | Reduced |
| American International Group, Inc. | 22,525 | $1.26M | 0.01% | −535−2.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 22,384 | $1.25M | 0.47% | +200+0.9% | Added |
| Whittier Trust Co of Nevada Inc | 22,236 | $1.24M | 0.05% | +987+4.6% | Added |
| HSBC Holdings PLC | 21,639 | $1.21M | 0.00% | +7,024+48.1% | Added |
| DC Investments Management, LLC | 21,554 | $1.21M | 2.25% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 20,904 | $1.17M | 0.13% | −3,716−15.1% | Reduced |
| Manufacturers Life Insurance Company, The | 20,867 | $1.17M | 0.00% | −2,719−11.5% | Reduced |
| Allianz Asset Management GmbH | 20,599 | $1.15M | 0.00% | +1,215+6.3% | Added |
| Zebra Capital Management LLC | 19,858 | $1.11M | 1.35% | −7,252−26.8% | Reduced |
| HRT Financial LP | 19,330 | $1.08M | 0.01% | +19,330 | New |
| Royal Bank of Canada | 19,261 | $1.08M | 0.00% | +2,637+15.9% | Added |
| Denali Advisors LLC | 18,916 | $1.06M | 0.44% | +18,916 | New |
| Hillsdale Investment Management Inc. | 18,700 | $1.05M | 0.08% | +18,700 | New |
| Man Group plc | 17,310 | $969.0K | 0.00% | +17,310 | New |
| Voya Investment Management LLC | 17,283 | $967.0K | 0.00% | −399−2.3% | Reduced |
| Barclays PLC | 16,818 | $941.0K | 0.00% | +301+1.8% | Added |
| Raymond James & Associates | 15,940 | $892.0K | 0.00% | −576−3.5% | Reduced |
| SEI Investments Co | 15,181 | $850.0K | 0.00% | −1,216−7.4% | Reduced |
| Panagora Asset Management Inc | 14,988 | $839.0K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 14,951 | $837.0K | 0.00% | −19,654−56.8% | Reduced |
| MetLife Investment Management | 14,660 | $820.5K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,703 | $767.0K | 0.00% | −764−5.3% | Reduced |
| The PNC Financial Services Group, Inc. | 13,222 | $740.0K | 0.00% | +154+1.2% | Added |
| Truist Financial Corp | 12,968 | $726.0K | 0.00% | −2,893−18.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 12,614 | $706.0K | 0.01% | +12,614 | New |
| NJ State Employees Deferred Compensation Plan | 12,000 | $672.0K | 0.09% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,876 | $665.0K | 0.02% | −3,379−22.2% | Reduced |
| Affinity Investment Advisors, LLC | 11,768 | $659.0K | 0.30% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 11,686 | $654.0K | 0.01% | −3,981−25.4% | Reduced |
| Arizona State Retirement System | 11,315 | $633.0K | 0.01% | +31+0.3% | Added |
| Canada Pension Plan Investment Board | 11,000 | $616.0K | 0.00% | +11,000 | New |
| Foundry Partners, LLC | 10,955 | $613.0K | 0.02% | −2,340−17.6% | Reduced |
| Horizon Investment Services, LLC | 10,935 | $612.0K | 0.30% | +3,193+41.2% | Added |
| Metropolitan Life Insurance Co | 10,901 | $610.1K | 0.01% | −925−7.8% | Reduced |
| IndexIQ Advisors LLC | 9,738 | $545.0K | 0.02% | +976+11.1% | Added |
| Cubist Systematic Strategies, LLC | 8,753 | $490.0K | 0.01% | +8,753 | New |
| Symons Capital Management Inc | 8,698 | $487.0K | 0.31% | −366−4.0% | Reduced |
| NorthRock Partners, LLC | 8,403 | $470.0K | 0.04% | −1,091−11.5% | Reduced |
| Public Employees Retirement Association of Colorado | 8,170 | $457.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 7,768 | $435.0K | 0.00% | −1,275−14.1% | Reduced |