Otter Tail Corp

OTTR

Exchange: Nasdaq
Industry: Electric Services
SEC CIK: 0001466593

SEC filings (opens in a new tab)

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.

Q4 2021 vs. Q3 2021

How the institutions holding Otter Tail Corp changed between Q3 2021 and Q4 2021.

All holders in Q4 2021 All holders in Q3 2021

13F holders of OTTR: Q3 2021 compared with Q4 2021
Measure	Q3 2021	Of which not filed for Q4 2021	Q4 2021	Change
Holders	199	2	224	+27
Shares	19.5M	8.88K	19.4M	−94.3K (−0.5%)
Value	$1.09B	$497.0K	$1.38B	+$294.0M (+27.0%)

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (44)

Institutions that held Otter Tail Corp at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to OTTR in Q4 2021
Institution	Shares	Value	% of portfolio
CWM, LLC	33,745	$2.41M	0.02%
Assenagon Asset Management S.A.	32,404	$2.31M	0.01%
Principal Financial Group Inc	30,764	$2.20M	0.00%
Allspring Global Investments Holdings, LLC	26,530	$1.89M	0.00%
Qube Research & Technologies Ltd	21,276	$1.52M	0.01%
Engineers Gate Manager LP	19,751	$1.41M	0.06%
Zacks Investment Management	9,954	$711.0K	0.01%
Marshall Wace, LLP	9,344	$667.0K	0.00%
Virginia Retirement Systems Et Al	8,100	$579.0K	0.01%
Strategic Wealth Partners, Ltd.	7,336	$524.0K	0.10%
STRS Ohio	7,300	$521.0K	0.00%
Janus Henderson Group PLC	7,088	$506.0K	0.00%
Paloma Partners Management Co	6,776	$484.0K	0.02%
Lewis Capital Management, LLC	5,950	$425.0K	0.45%
Dynamic Technology Lab Private Ltd	5,430	$388.0K	0.04%
Wellington Management Group LLP	5,293	$378.0K	0.00%
State of Wisconsin Investment Board	4,900	$350.0K	0.00%
Stifel Financial Corp	3,730	$267.0K	0.00%
Gotham Asset Management, LLC	3,587	$256.0K	0.01%
Watershed Asset Management, L.L.C.	3,455	$247.0K	0.22%
Jane Street Group, LLC	3,425	$245.0K	0.00%
Corient Capital Partners, LLC	3,330	$238.0K	0.02%
Guggenheim Capital LLC	3,308	$237.0K	0.00%
Bremer Bank National Association	3,218	$230.0K	0.04%
Trexquant Investment LP	3,100	$221.0K	0.01%
Kestra Private Wealth Services, LLC	3,094	$221.0K	0.01%
HBK Sorce Advisory LLC	3,056	$218.0K	0.01%
Bell Bank	3,000	$214.0K	0.02%
Foundations Investment Advisors, LLC	3,311	$213.0K	0.01%
Investors Financial Group, LLC	2,824	$202.0K	0.09%
Simplex Trading, LLC	2,145	$153.0K	0.01%
Snowden Capital Advisors LLC	2,106	$150.0K	0.01%
Carroll Financial Associates, Inc.	1,623	$111.0K	0.01%
Dixon Hughes Goodman Wealth Advisors LLC	1,041	$74.0K	0.02%
Signet Financial Management, LLC	739	$53.0K	0.01%
Chilton Capital Management LLC	426	$30.0K	0.00%
First Community Trust NA	200	$14.3K	0.01%
HM Payson & Co	100	$7.00K	0.00%
American Portfolios Advisors	68	$4.86K	0.00%
Covestor Ltd	27	$2.00K	0.00%
JFS Wealth Advisors, LLC	10	$1.00K	0.00%
Toronto Dominion Bank	5	$0	0.00%
Schubert & Co	6	$0	0.00%
Sofos Investments, Inc.	142	–	–

Sold out (17)

Institutions that held Otter Tail Corp at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of OTTR in Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Cornercap Investment Counsel Inc	20,904	$1.17M
HRT Financial LP	19,330	$1.08M
Canada Pension Plan Investment Board	11,000	$616.0K
Moors & Cabot, Inc.	6,275	$351.0K
Healthcare of Ontario Pension Plan Trust Fund	5,525	$309.0K
Aigen Investment Management, LP	5,077	$284.0K
Two Sigma Investments, LP	4,530	$254.0K
Bruderman Asset Management, LLC	4,300	$241.0K
AMP Capital Investors Ltd	3,984	$223.0K
Ergoteles LLC	3,600	$201.0K
CoreFirst Bank & Trust	500	$28.0K
Meeder Asset Management Inc	330	$18.0K
Russell Investments Group, Ltd.	309	$17.0K
Capital Advisory Group Advisory Services, LLC	300	$17.0K
USA Financial Portformulas Corp	30	$2.00K
Eagle Bay Advisors LLC	22	$1.00K
Meridian Wealth Partners, LLC	9	$0

Not filed for Q4 2021 yet (2)

Institutions that held Otter Tail Corp at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTTR in Q3 2021 that haven't filed for Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Symons Capital Management Inc	8,698	$487.0K
Berman Capital Advisors, LLC	181	$10.0K