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 |
|---|---|---|---|---|---|
| Meridian Wealth Partners, LLC | 9 | $0 | 0.00% | +9 | New |
| Archer Investment Corp | 12 | $672 | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 14 | $784 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 20 | $1.00K | 0.00% | −4−16.7% | Reduced |
| Versant Capital Management, Inc | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 21 | $1.00K | 0.00% | +21 | New |
| Lindbrook Capital, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 30 | $2.00K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 42 | $2.00K | 0.00% | +42 | New |
| Pflug Koory, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 43 | $3.00K | 0.00% | +43 | New |
| Ellevest, Inc. | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 109 | $6.00K | 0.00% | +40+58.0% | Added |
| Plante Moran Financial Advisors, LLC | 155 | $9.00K | 0.00% | +1+0.6% | Added |
| Berman Capital Advisors, LLC | 181 | $10.0K | 0.00% | +122+206.8% | Added |
| Spectrum Management Group, LLC | 175 | $10.0K | 0.00% | +175 | New |
| Independence Bank of Kentucky | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 203 | $12.0K | 0.02% | +203 | New |
| IFP Advisors, Inc | 270 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 270 | $15.0K | 0.00% | +270 | New |
| Russell Investments Group, Ltd. | 309 | $17.0K | 0.00% | −19,343−98.4% | Reduced |
| Parallel Advisors, LLC | 310 | $17.0K | 0.00% | −99−24.2% | Reduced |
| HighMark Wealth Management LLC | 303 | $17.0K | 0.01% | +2+0.7% | Added |
| Capital Advisory Group Advisory Services, LLC | 300 | $17.0K | 0.01% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 319 | $18.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 330 | $18.0K | 0.00% | +330 | New |
| Tradition Wealth Management, LLC | 339 | $19.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 334 | $19.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 344 | $19.0K | 0.00% | +224+186.7% | Added |
| Signaturefd, LLC | 333 | $19.0K | 0.00% | +245+278.4% | Added |
| Macquarie Group Ltd | 380 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 500 | $28.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 500 | $28.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 600 | $34.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 700 | $39.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 785 | $44.0K | 0.00% | +88+12.6% | Added |
| FMR LLC | 882 | $49.0K | 0.00% | −22−2.4% | Reduced |
| Tower Research Capital LLC (TRC) | 906 | $50.0K | 0.00% | −1,079−54.4% | Reduced |
| Farmers & Merchants Investments Inc | 950 | $53.0K | 0.00% | −150−13.6% | Reduced |
| Captrust Financial Advisors | 1,003 | $56.0K | 0.00% | +3+0.3% | Added |
| BerganKDV Wealth Management, LLC | 1,090 | $61.0K | 0.01% | +90+9.0% | Added |
| Trustcore Financial Services, LLC | 1,134 | $63.0K | 0.01% | −800−41.4% | Reduced |
| Geneos Wealth Management Inc. | 1,254 | $70.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,400 | $78.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,404 | $79.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,536 | $86.0K | 0.00% | +661+75.5% | Added |
| Hussman Strategic Advisors, Inc. | 2,000 | $112.0K | 0.02% | −3,000−60.0% | Reduced |
| Great West Life Assurance Co | 2,054 | $116.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,130 | $119.0K | 0.00% | −23−1.1% | Reduced |
| Public Employees Retirement System of Ohio | 2,289 | $128.0K | 0.00% | +95+4.3% | Added |
| Institutional & Family Asset Management, LLC | 2,328 | $130.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,866 | $160.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,227 | $181.0K | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 3,500 | $196.0K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 3,600 | $201.0K | 0.01% | −1,700−32.1% | Reduced |
| Envestnet Asset Management Inc | 3,665 | $205.0K | 0.00% | +3,665 | New |
| Chesley Taft & Associates LLC | 3,680 | $206.0K | 0.01% | +3,680 | New |
| Pictet Asset Management SA | 3,830 | $214.0K | 0.00% | +3,830 | New |
| AMP Capital Investors Ltd | 3,984 | $223.0K | 0.00% | +3,984 | New |
| Accredited Investors Inc. | 4,020 | $225.0K | 0.02% | +4,020 | New |
| Valtinson Bruner Financial Planning LLC | 3,815 | $226.0K | 0.12% | +3,815 | New |
| American Century Companies Inc | 4,087 | $229.0K | 0.00% | +4,087 | New |
| Alerus Financial NA | 4,117 | $230.0K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 4,246 | $238.0K | 0.01% | +4,246 | New |
| Ifrah Financial Services, Inc. | 4,287 | $240.0K | 0.07% | +52+1.2% | Added |
| Janney Montgomery Scott LLC | 4,305 | $241.0K | 0.00% | +4,305 | New |
| Stillwater Investment Management, LLC | 4,305 | $241.0K | 0.06% | +4,305 | New |
| Bruderman Asset Management, LLC | 4,300 | $241.0K | 0.06% | +4,300 | New |
| Johnson Midwest Financial, LLC | 4,482 | $251.0K | 0.21% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 4,530 | $254.0K | 0.00% | +4,530 | New |
| AdvisorNet Financial, Inc | 4,550 | $255.0K | 0.02% | +3,086+210.8% | Added |
| Proequities, Inc. | 4,568 | $256.0K | 0.02% | +27+0.6% | Added |
| Cetera Advisor Networks LLC | 4,742 | $265.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,957 | $277.0K | 0.00% | +4,957 | New |
| Hendershot Investments Inc. | 5,000 | $280.0K | 0.05% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 5,077 | $284.0K | 0.05% | −1,629−24.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,227 | $293.0K | 0.00% | +36+0.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,255 | $294.0K | 0.00% | +947+22.0% | Added |
| ProShare Advisors LLC | 5,276 | $295.0K | 0.00% | −5,400−50.6% | Reduced |
| O'Shares Investment Advisers, LLC | 5,374 | $301.0K | 0.02% | −2,406−30.9% | Reduced |
| Amalgamated Bank | 5,382 | $301.0K | 0.00% | −398−6.9% | Reduced |
| Arkadios Wealth Advisors | 5,465 | $305.0K | 0.04% | +5,465 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 5,525 | $309.0K | 0.00% | +5,525 | New |
| Acadian Asset Management LLC | 5,727 | $319.0K | 0.00% | +1,587+38.3% | Added |
| SG Americas Securities, LLC | 5,816 | $326.0K | 0.00% | +5,816 | New |
| KBC Group NV | 5,957 | $333.0K | 0.00% | +5,957 | New |
| North Point Portfolio Managers Corp | 6,100 | $341.0K | 0.05% | 00.0% | Unchanged |
| Bank of Montreal | 6,026 | $342.0K | 0.00% | +6,026 | New |
| D.A. Davidson & Co. | 6,200 | $347.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,275 | $351.0K | 0.02% | +6,275 | New |
| Teacher Retirement System of Texas | 6,695 | $375.0K | 0.00% | +1,886+39.2% | Added |
| Iowa State Bank | 6,796 | $380.0K | 0.11% | 00.0% | Unchanged |
| Citigroup Inc | 7,115 | $398.0K | 0.00% | −366−4.9% | Reduced |
| First Hawaiian Bank | 7,260 | $406.0K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,309 | $409.1K | 0.00% | +1,322+22.1% | Added |
| SNS Financial Group, LLC | 7,371 | $413.0K | 0.05% | 00.0% | Unchanged |
| Franklin Resources Inc | 7,670 | $428.0K | 0.00% | +7,670 | New |
| AQR Capital Management LLC | 7,768 | $435.0K | 0.00% | −1,275−14.1% | Reduced |