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, Q4 2021
Institutional positions in Otter Tail Corp as of Dec 31, 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
- 224
- +27 vs. Q3 2021
- Shares held
- 19.4M
- −94.3K (−0.5%) vs. Q3 2021
- Total value
- $1.38B
- +$294.0M (+27.0%) vs. Q3 2021
- New holders
- 44
- 68 more added
- Sold out
- 17
- 66 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,348,990 | $310.6M | 0.01% | +84,507+2.0% | Added |
| BlackRock Inc. | 2,994,269 | $213.9M | 0.01% | +101,259+3.5% | Added |
| Dimensional Fund Advisors LP | 1,020,198 | $72.9M | 0.02% | −12,859−1.2% | Reduced |
| First Trust Advisors LP | 952,385 | $68.0M | 0.07% | −215,406−18.4% | Reduced |
| State Street Corp | 844,372 | $60.3M | 0.00% | −4,185−0.5% | Reduced |
| Geode Capital Management, LLC | 774,243 | $55.3M | 0.01% | +16,508+2.2% | Added |
| Gabelli Funds LLC | 744,000 | $53.1M | 0.34% | −14,000−1.8% | Reduced |
| Northern Trust Corp | 629,870 | $45.0M | 0.01% | −14,631−2.3% | Reduced |
| Nuveen Asset Management, LLC | 564,207 | $40.3M | 0.01% | +19,726+3.6% | Added |
| Charles Schwab Investment Management Inc | 412,978 | $29.5M | 0.01% | +1,958+0.5% | Added |
| Bank of New York Mellon Corp | 385,859 | $27.6M | 0.00% | −92,918−19.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 363,927 | $26.0M | 0.15% | +17,160+4.9% | Added |
| Gamco Investors, Inc. Et Al | 356,900 | $25.5M | 0.22% | −13,400−3.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 265,535 | $19.0M | 0.03% | −24,806−8.5% | Reduced |
| Glenmede Trust Co NA | 259,972 | $18.6M | 0.09% | −2,064−0.8% | Reduced |
| Victory Capital Management Inc | 218,544 | $15.6M | 0.01% | +32,638+17.6% | Added |
| Morgan Stanley | 208,679 | $14.9M | 0.00% | +4,180+2.0% | Added |
| Renaissance Technologies LLC | 192,904 | $13.8M | 0.02% | −26,000−11.9% | Reduced |
| Millennium Management LLC | 176,665 | $12.6M | 0.01% | −13,842−7.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 165,000 | $11.8M | 0.02% | −155,232−48.5% | Reduced |
| Parametric Portfolio Associates LLC | 140,028 | $10.0M | 0.01% | +16,180+13.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 137,205 | $9.80M | 0.03% | −36,260−20.9% | Reduced |
| Bank of America Corp | 127,234 | $9.09M | 0.00% | +14,078+12.4% | Added |
| Prudential Financial Inc | 125,675 | $8.98M | 0.01% | −70,089−35.8% | Reduced |
| Alliancebernstein L.P. | 115,033 | $8.22M | 0.00% | +400+0.3% | Added |
| Phocas Financial Corp. | 110,805 | $7.91M | 1.01% | −2,607−2.3% | Reduced |
| JPMorgan Chase & Co | 104,819 | $7.49M | 0.00% | −8,665−7.6% | Reduced |
| Swiss National Bank | 91,300 | $6.52M | 0.00% | −200−0.2% | Reduced |
| Invesco Ltd. | 79,479 | $5.68M | 0.00% | +11,878+17.6% | Added |
| Goldman Sachs Group Inc | 70,940 | $5.07M | 0.00% | +29,640+71.8% | Added |
| New York State Common Retirement Fund | 68,622 | $4.90M | 0.00% | −153−0.2% | Reduced |
| First Manhattan Co | 65,727 | $4.69M | 0.02% | −331−0.5% | Reduced |
| Wells Fargo & Company | 65,561 | $4.68M | 0.00% | +11,012+20.2% | Added |
| LSV Asset Management | 60,508 | $4.32M | 0.01% | −1,700−2.7% | Reduced |
| Rhumbline Advisers | 59,888 | $4.28M | 0.01% | −853−1.4% | Reduced |
| North Star Investment Management Corp. | 59,800 | $4.27M | 0.30% | +63+0.1% | Added |
| Whittier Trust Co | 57,990 | $4.14M | 0.07% | +1,891+3.4% | Added |
| California State Teachers Retirement System | 57,480 | $4.11M | 0.00% | +1,128+2.0% | Added |
| UBS Group AG | 54,004 | $3.86M | 0.00% | +17,933+49.7% | Added |
| Federated Hermes, Inc. | 51,973 | $3.71M | 0.01% | −8,745−14.4% | Reduced |
| US Bancorp | 51,615 | $3.69M | 0.01% | +28,961+127.8% | Added |
| Barclays PLC | 49,952 | $3.57M | 0.00% | +33,134+197.0% | Added |
| LPL Financial LLC | 47,950 | $3.42M | 0.00% | +8,057+20.2% | Added |
| Icon Advisers Inc | 43,100 | $3.08M | 0.49% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 40,342 | $2.88M | 0.01% | −9,147−18.5% | Reduced |
| EAM Global Investors LLC | 39,852 | $2.85M | 0.51% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 36,672 | $2.62M | 0.00% | +6,659+22.2% | Added |
| CWM, LLC | 33,745 | $2.41M | 0.02% | +33,745 | New |
| Legal & General Group Plc | 33,544 | $2.40M | 0.00% | +195+0.6% | Added |
| Ameriprise Financial Inc | 33,449 | $2.39M | 0.00% | −10,432−23.8% | Reduced |
| Martingale Asset Management L P | 33,214 | $2.37M | 0.03% | −1,800−5.1% | Reduced |
| Assenagon Asset Management S.A. | 32,404 | $2.31M | 0.01% | +32,404 | New |
| Deutsche Bank AG | 32,302 | $2.31M | 0.00% | +4,488+16.1% | Added |
| Credit Suisse AG | 31,733 | $2.27M | 0.00% | +3,387+11.9% | Added |
| Principal Financial Group Inc | 30,764 | $2.20M | 0.00% | +30,764 | New |
| State Board of Administration of Florida Retirement System | 30,442 | $2.17M | 0.00% | −168−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 29,412 | $2.10M | 0.00% | +318+1.1% | Added |
| SEI Investments Co | 29,260 | $2.09M | 0.00% | +14,079+92.7% | Added |
| Aurora Investment Counsel | 29,201 | $2.09M | 1.24% | −313−1.1% | Reduced |
| Price T Rowe Associates Inc | 27,856 | $1.99M | 0.00% | −1,441−4.9% | Reduced |
| EAM Investors, LLC | 27,419 | $1.96M | 0.32% | −832−2.9% | Reduced |
| DekaBank Deutsche Girozentrale | 27,776 | $1.94M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 26,616 | $1.90M | 0.00% | +21,659+436.9% | Added |
| Allspring Global Investments Holdings, LLC | 26,530 | $1.89M | 0.00% | +26,530 | New |
| Whittier Trust Co of Nevada Inc | 24,818 | $1.77M | 0.06% | +2,582+11.6% | Added |
| HSBC Holdings PLC | 23,133 | $1.64M | 0.00% | +1,494+6.9% | Added |
| Allianz Asset Management GmbH | 22,336 | $1.59M | 0.00% | +1,737+8.4% | Added |
| Royal Bank of Canada | 21,994 | $1.57M | 0.00% | +2,733+14.2% | Added |
| American International Group, Inc. | 21,871 | $1.56M | 0.01% | −654−2.9% | Reduced |
| DC Investments Management, LLC | 21,554 | $1.54M | 2.18% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 21,276 | $1.52M | 0.01% | +21,276 | New |
| Cubist Systematic Strategies, LLC | 21,168 | $1.51M | 0.01% | +12,415+141.8% | Added |
| Jackson Creek Investment Advisors LLC | 20,924 | $1.49M | 0.53% | −1,460−6.5% | Reduced |
| Manufacturers Life Insurance Company, The | 20,656 | $1.48M | 0.00% | −211−1.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 20,243 | $1.45M | 0.00% | −4,293−17.5% | Reduced |
| Engineers Gate Manager LP | 19,751 | $1.41M | 0.06% | +19,751 | New |
| Denali Advisors LLC | 18,900 | $1.35M | 0.51% | −16−0.1% | Reduced |
| Hillsdale Investment Management Inc. | 17,700 | $1.26M | 0.08% | −1,000−5.3% | Reduced |
| Voya Investment Management LLC | 16,675 | $1.19M | 0.00% | −608−3.5% | Reduced |
| Raymond James & Associates | 16,455 | $1.18M | 0.00% | +515+3.2% | Added |
| AQR Capital Management LLC | 16,055 | $1.15M | 0.00% | +8,287+106.7% | Added |
| Susquehanna Fundamental Investments, LLC | 15,919 | $1.14M | 0.03% | +3,305+26.2% | Added |
| BNP Paribas Arbitrage, SA | 15,852 | $1.13M | 0.00% | +8,543+116.9% | Added |
| MetLife Investment Management | 14,660 | $1.05M | 0.01% | 00.0% | Unchanged |
| Zebra Capital Management LLC | 14,511 | $1.04M | 1.66% | −5,347−26.9% | Reduced |
| The PNC Financial Services Group, Inc. | 13,932 | $995.0K | 0.00% | +710+5.4% | Added |
| Thrivent Financial for Lutherans | 13,645 | $974.0K | 0.00% | −1,306−8.7% | Reduced |
| Citigroup Inc | 13,260 | $947.0K | 0.00% | +6,145+86.4% | Added |
| Man Group plc | 13,010 | $929.0K | 0.00% | −4,300−24.8% | Reduced |
| Truist Financial Corp | 12,718 | $908.0K | 0.00% | −250−1.9% | Reduced |
| Commonwealth Equity Services, LLC | 12,502 | $892.0K | 0.00% | −1,201−8.8% | Reduced |
| Panagora Asset Management Inc | 12,225 | $873.0K | 0.00% | −2,763−18.4% | Reduced |
| GWM Advisors LLC | 12,007 | $858.0K | 0.01% | +131+1.1% | Added |
| NJ State Employees Deferred Compensation Plan | 12,000 | $857.0K | 0.11% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 11,811 | $844.0K | 0.34% | +43+0.4% | Added |
| Putnam Investments LLC | 11,783 | $842.0K | 0.00% | −59,177−83.4% | Reduced |
| Horizon Investment Services, LLC | 11,221 | $801.0K | 0.37% | +286+2.6% | Added |
| Arizona State Retirement System | 11,180 | $798.0K | 0.01% | −135−1.2% | Reduced |
| Metropolitan Life Insurance Co | 10,901 | $778.5K | 0.01% | 00.0% | Unchanged |
| Zacks Investment Management | 9,954 | $711.0K | 0.01% | +9,954 | New |