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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 7,670 | $428.0K | 0.00% | +7,670 | New |
| SNS Financial Group, LLC | 7,371 | $413.0K | 0.05% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,309 | $409.1K | 0.00% | +1,322+22.1% | Added |
| First Hawaiian Bank | 7,260 | $406.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 7,115 | $398.0K | 0.00% | −366−4.9% | Reduced |
| Iowa State Bank | 6,796 | $380.0K | 0.11% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,695 | $375.0K | 0.00% | +1,886+39.2% | Added |
| Moors & Cabot, Inc. | 6,275 | $351.0K | 0.02% | +6,275 | New |
| D.A. Davidson & Co. | 6,200 | $347.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 6,026 | $342.0K | 0.00% | +6,026 | New |
| North Point Portfolio Managers Corp | 6,100 | $341.0K | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 5,957 | $333.0K | 0.00% | +5,957 | New |
| SG Americas Securities, LLC | 5,816 | $326.0K | 0.00% | +5,816 | New |
| Acadian Asset Management LLC | 5,727 | $319.0K | 0.00% | +1,587+38.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 5,525 | $309.0K | 0.00% | +5,525 | New |
| Arkadios Wealth Advisors | 5,465 | $305.0K | 0.04% | +5,465 | New |
| 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 |
| ProShare Advisors LLC | 5,276 | $295.0K | 0.00% | −5,400−50.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,255 | $294.0K | 0.00% | +947+22.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,227 | $293.0K | 0.00% | +36+0.7% | Added |
| Aigen Investment Management, LP | 5,077 | $284.0K | 0.05% | −1,629−24.3% | Reduced |
| Hendershot Investments Inc. | 5,000 | $280.0K | 0.05% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,957 | $277.0K | 0.00% | +4,957 | New |
| Cetera Advisor Networks LLC | 4,742 | $265.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 4,568 | $256.0K | 0.02% | +27+0.6% | Added |
| AdvisorNet Financial, Inc | 4,550 | $255.0K | 0.02% | +3,086+210.8% | Added |
| Two Sigma Investments, LP | 4,530 | $254.0K | 0.00% | +4,530 | New |
| Johnson Midwest Financial, LLC | 4,482 | $251.0K | 0.21% | 00.0% | Unchanged |
| 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 |
| Ifrah Financial Services, Inc. | 4,287 | $240.0K | 0.07% | +52+1.2% | Added |
| Diversified Trust Co | 4,246 | $238.0K | 0.01% | +4,246 | New |
| Alerus Financial NA | 4,117 | $230.0K | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 4,087 | $229.0K | 0.00% | +4,087 | New |
| Valtinson Bruner Financial Planning LLC | 3,815 | $226.0K | 0.12% | +3,815 | New |
| Accredited Investors Inc. | 4,020 | $225.0K | 0.02% | +4,020 | New |
| AMP Capital Investors Ltd | 3,984 | $223.0K | 0.00% | +3,984 | New |
| Pictet Asset Management SA | 3,830 | $214.0K | 0.00% | +3,830 | New |
| Chesley Taft & Associates LLC | 3,680 | $206.0K | 0.01% | +3,680 | New |
| Envestnet Asset Management Inc | 3,665 | $205.0K | 0.00% | +3,665 | New |
| Ergoteles LLC | 3,600 | $201.0K | 0.01% | −1,700−32.1% | Reduced |
| New York State Teachers Retirement System | 3,500 | $196.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,227 | $181.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,866 | $160.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,328 | $130.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,289 | $128.0K | 0.00% | +95+4.3% | Added |
| Harbour Investments, Inc. | 2,130 | $119.0K | 0.00% | −23−1.1% | Reduced |
| Great West Life Assurance Co | 2,054 | $116.0K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 2,000 | $112.0K | 0.02% | −3,000−60.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,536 | $86.0K | 0.00% | +661+75.5% | Added |
| JNBA Financial Advisors | 1,404 | $79.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,400 | $78.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,254 | $70.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,134 | $63.0K | 0.01% | −800−41.4% | Reduced |
| BerganKDV Wealth Management, LLC | 1,090 | $61.0K | 0.01% | +90+9.0% | Added |
| Captrust Financial Advisors | 1,003 | $56.0K | 0.00% | +3+0.3% | Added |
| Farmers & Merchants Investments Inc | 950 | $53.0K | 0.00% | −150−13.6% | Reduced |
| Tower Research Capital LLC (TRC) | 906 | $50.0K | 0.00% | −1,079−54.4% | Reduced |
| FMR LLC | 882 | $49.0K | 0.00% | −22−2.4% | Reduced |
| Spire Wealth Management | 785 | $44.0K | 0.00% | +88+12.6% | Added |
| Fifth Third Bancorp | 700 | $39.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 600 | $34.0K | 0.01% | 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 |
| Macquarie Group Ltd | 380 | $21.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Edge Wealth Management LLC | 319 | $18.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 330 | $18.0K | 0.00% | +330 | 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 |
| IFP Advisors, Inc | 270 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 270 | $15.0K | 0.00% | +270 | New |
| IAG Wealth Partners, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 203 | $12.0K | 0.02% | +203 | New |
| Independence Bank of Kentucky | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 181 | $10.0K | 0.00% | +122+206.8% | Added |
| Spectrum Management Group, LLC | 175 | $10.0K | 0.00% | +175 | New |
| Plante Moran Financial Advisors, LLC | 155 | $9.00K | 0.00% | +1+0.6% | Added |
| Quadrant Capital Group LLC | 109 | $6.00K | 0.00% | +40+58.0% | Added |
| Ellevest, Inc. | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 43 | $3.00K | 0.00% | +43 | 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 |
| 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 |
| Raffa Wealth Management, LLC | 14 | $784 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 12 | $672 | 0.00% | +12 | New |
| Meridian Wealth Partners, LLC | 9 | $0 | 0.00% | +9 | New |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −17,621−100.0% | Sold out |