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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 8,170 | $457.0K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 8,403 | $470.0K | 0.04% | −1,091−11.5% | Reduced |
| Symons Capital Management Inc | 8,698 | $487.0K | 0.31% | −366−4.0% | Reduced |
| Cubist Systematic Strategies, LLC | 8,753 | $490.0K | 0.01% | +8,753 | New |
| IndexIQ Advisors LLC | 9,738 | $545.0K | 0.02% | +976+11.1% | Added |
| Metropolitan Life Insurance Co | 10,901 | $610.1K | 0.01% | −925−7.8% | Reduced |
| Horizon Investment Services, LLC | 10,935 | $612.0K | 0.30% | +3,193+41.2% | Added |
| Foundry Partners, LLC | 10,955 | $613.0K | 0.02% | −2,340−17.6% | Reduced |
| Canada Pension Plan Investment Board | 11,000 | $616.0K | 0.00% | +11,000 | New |
| Arizona State Retirement System | 11,315 | $633.0K | 0.01% | +31+0.3% | Added |
| Advisors Asset Management, Inc. | 11,686 | $654.0K | 0.01% | −3,981−25.4% | Reduced |
| Affinity Investment Advisors, LLC | 11,768 | $659.0K | 0.30% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,876 | $665.0K | 0.02% | −3,379−22.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 12,000 | $672.0K | 0.09% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 12,614 | $706.0K | 0.01% | +12,614 | New |
| Truist Financial Corp | 12,968 | $726.0K | 0.00% | −2,893−18.2% | Reduced |
| The PNC Financial Services Group, Inc. | 13,222 | $740.0K | 0.00% | +154+1.2% | Added |
| Commonwealth Equity Services, LLC | 13,703 | $767.0K | 0.00% | −764−5.3% | Reduced |
| MetLife Investment Management | 14,660 | $820.5K | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 14,951 | $837.0K | 0.00% | −19,654−56.8% | Reduced |
| Panagora Asset Management Inc | 14,988 | $839.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 15,181 | $850.0K | 0.00% | −1,216−7.4% | Reduced |
| Raymond James & Associates | 15,940 | $892.0K | 0.00% | −576−3.5% | Reduced |
| Barclays PLC | 16,818 | $941.0K | 0.00% | +301+1.8% | Added |
| Voya Investment Management LLC | 17,283 | $967.0K | 0.00% | −399−2.3% | Reduced |
| Man Group plc | 17,310 | $969.0K | 0.00% | +17,310 | New |
| Hillsdale Investment Management Inc. | 18,700 | $1.05M | 0.08% | +18,700 | New |
| Denali Advisors LLC | 18,916 | $1.06M | 0.44% | +18,916 | New |
| Royal Bank of Canada | 19,261 | $1.08M | 0.00% | +2,637+15.9% | Added |
| HRT Financial LP | 19,330 | $1.08M | 0.01% | +19,330 | New |
| Zebra Capital Management LLC | 19,858 | $1.11M | 1.35% | −7,252−26.8% | Reduced |
| Allianz Asset Management GmbH | 20,599 | $1.15M | 0.00% | +1,215+6.3% | Added |
| Manufacturers Life Insurance Company, The | 20,867 | $1.17M | 0.00% | −2,719−11.5% | Reduced |
| Cornercap Investment Counsel Inc | 20,904 | $1.17M | 0.13% | −3,716−15.1% | Reduced |
| DC Investments Management, LLC | 21,554 | $1.21M | 2.25% | 00.0% | Unchanged |
| HSBC Holdings PLC | 21,639 | $1.21M | 0.00% | +7,024+48.1% | Added |
| Whittier Trust Co of Nevada Inc | 22,236 | $1.24M | 0.05% | +987+4.6% | Added |
| Jackson Creek Investment Advisors LLC | 22,384 | $1.25M | 0.47% | +200+0.9% | Added |
| American International Group, Inc. | 22,525 | $1.26M | 0.01% | −535−2.3% | Reduced |
| US Bancorp | 22,654 | $1.27M | 0.00% | −2,404−9.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 24,536 | $1.37M | 0.00% | +1,641+7.2% | Added |
| Deutsche Bank AG | 27,814 | $1.56M | 0.00% | +463+1.7% | Added |
| DekaBank Deutsche Girozentrale | 27,776 | $1.56M | 0.00% | +9,047+48.3% | Added |
| EAM Investors, LLC | 28,251 | $1.58M | 0.27% | +28,251 | New |
| Credit Suisse AG | 28,346 | $1.59M | 0.00% | +4,240+17.6% | Added |
| Advisor Group Holdings, Inc. | 29,094 | $1.63M | 0.00% | +260+0.9% | Added |
| Price T Rowe Associates Inc | 29,297 | $1.64M | 0.00% | −54−0.2% | Reduced |
| Aurora Investment Counsel | 29,514 | $1.65M | 1.15% | −2,140−6.8% | Reduced |
| UBS Asset Management Americas Inc | 30,013 | $1.68M | 0.00% | −3,200−9.6% | Reduced |
| State Board of Administration of Florida Retirement System | 30,610 | $1.71M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 33,349 | $1.87M | 0.00% | +8,204+32.6% | Added |
| ExodusPoint Capital Management, LP | 33,573 | $1.88M | 0.03% | −15,055−31.0% | Reduced |
| Martingale Asset Management L P | 35,014 | $1.96M | 0.03% | +21,800+165.0% | Added |
| UBS Group AG | 36,071 | $2.02M | 0.00% | +1,030+2.9% | Added |
| EAM Global Investors LLC | 39,852 | $2.23M | 0.53% | +39,852 | New |
| LPL Financial LLC | 39,893 | $2.23M | 0.00% | −593−1.5% | Reduced |
| Goldman Sachs Group Inc | 41,300 | $2.31M | 0.00% | −18,804−31.3% | Reduced |
| Icon Advisers Inc | 43,100 | $2.41M | 0.41% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 43,881 | $2.48M | 0.00% | +14,393+48.8% | Added |
| State of New Jersey Common Pension Fund D | 49,489 | $2.77M | 0.01% | −2,899−5.5% | Reduced |
| Wells Fargo & Company | 54,549 | $3.05M | 0.00% | +20,422+59.8% | Added |
| Whittier Trust Co | 56,099 | $3.14M | 0.06% | +2,821+5.3% | Added |
| California State Teachers Retirement System | 56,352 | $3.15M | 0.00% | −452−0.8% | Reduced |
| North Star Investment Management Corp. | 59,737 | $3.34M | 0.27% | +942+1.6% | Added |
| Federated Hermes, Inc. | 60,718 | $3.40M | 0.01% | −190.0% | Reduced |
| Rhumbline Advisers | 60,741 | $3.40M | 0.00% | +1,741+3.0% | Added |
| LSV Asset Management | 62,208 | $3.48M | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 66,058 | $3.70M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 67,601 | $3.78M | 0.00% | +2,983+4.6% | Added |
| New York State Common Retirement Fund | 68,775 | $3.85M | 0.00% | +1,600+2.4% | Added |
| Putnam Investments LLC | 70,960 | $3.97M | 0.01% | −14,840−17.3% | Reduced |
| Swiss National Bank | 91,500 | $5.12M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 113,156 | $6.33M | 0.00% | +1,860+1.7% | Added |
| Phocas Financial Corp. | 113,412 | $6.35M | 0.80% | +901+0.8% | Added |
| JPMorgan Chase & Co | 113,484 | $6.35M | 0.00% | −40,144−26.1% | Reduced |
| Alliancebernstein L.P. | 114,633 | $6.42M | 0.00% | −15,696−12.0% | Reduced |
| Parametric Portfolio Associates LLC | 123,848 | $6.93M | 0.00% | +58,027+88.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 173,465 | $9.71M | 0.03% | −24,350−12.3% | Reduced |
| Victory Capital Management Inc | 185,906 | $10.4M | 0.01% | +18,471+11.0% | Added |
| Millennium Management LLC | 190,507 | $10.7M | 0.01% | +46,373+32.2% | Added |
| Prudential Financial Inc | 195,764 | $11.0M | 0.02% | −13,758−6.6% | Reduced |
| Morgan Stanley | 204,499 | $11.4M | 0.00% | +16,225+8.6% | Added |
| Renaissance Technologies LLC | 218,904 | $12.3M | 0.02% | −26,110−10.7% | Reduced |
| Glenmede Trust Co NA | 262,036 | $14.7M | 0.08% | −3,244−1.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 290,341 | $16.3M | 0.03% | +159,115+121.3% | Added |
| Adage Capital Partners GP, L.L.C. | 320,232 | $17.9M | 0.04% | −10,000−3.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 346,767 | $19.4M | 0.13% | +1,602+0.5% | Added |
| Gamco Investors, Inc. Et Al | 370,300 | $20.7M | 0.18% | −18,200−4.7% | Reduced |
| Charles Schwab Investment Management Inc | 411,020 | $23.0M | 0.01% | +9,852+2.5% | Added |
| Bank of New York Mellon Corp | 478,777 | $26.8M | 0.01% | +9,864+2.1% | Added |
| Nuveen Asset Management, LLC | 544,481 | $30.5M | 0.01% | +300,621+123.3% | Added |
| Northern Trust Corp | 644,501 | $36.1M | 0.01% | −23,221−3.5% | Reduced |
| Geode Capital Management, LLC | 757,735 | $42.4M | 0.01% | −1,615−0.2% | Reduced |
| Gabelli Funds LLC | 758,000 | $42.4M | 0.28% | −8,500−1.1% | Reduced |
| State Street Corp | 848,557 | $47.5M | 0.00% | −460.0% | Reduced |
| Dimensional Fund Advisors LP | 1,033,057 | $57.8M | 0.02% | −6,932−0.7% | Reduced |
| First Trust Advisors LP | 1,167,791 | $65.4M | 0.07% | −167,723−12.6% | Reduced |
| BlackRock Inc. | 2,893,010 | $161.9M | 0.00% | −129,977−4.3% | Reduced |
| Vanguard Group Inc | 4,264,483 | $238.7M | 0.01% | +42,927+1.0% | Added |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −17,621−100.0% | Sold out |