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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 5 | $0 | 0.00% | +5 | New |
| Schubert & Co | 6 | $0 | 0.00% | +6 | New |
| Archer Investment Corp | 12 | $857 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 16 | $1.00K | 0.00% | −27−62.8% | Reduced |
| Aua Capital Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 26 | $2.00K | 0.00% | −16−38.1% | Reduced |
| Focused Wealth Management, Inc | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 27 | $2.00K | 0.00% | +27 | New |
| Lindbrook Capital, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 57 | $4.00K | 0.00% | −17−23.0% | Reduced |
| Pflug Koory, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 68 | $4.86K | 0.00% | +68 | New |
| HM Payson & Co | 100 | $7.00K | 0.00% | +100 | New |
| Quadrant Capital Group LLC | 109 | $8.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 176 | $13.0K | 0.00% | +1+0.6% | Added |
| IAG Wealth Partners, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 200 | $14.3K | 0.01% | +200 | New |
| Strategic Asset Management, LLC | 204 | $15.0K | 0.02% | +1+0.5% | Added |
| Hudock, Inc. | 271 | $19.0K | 0.01% | +1+0.4% | Added |
| IFP Advisors, Inc | 270 | $19.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 305 | $22.0K | 0.01% | +2+0.7% | Added |
| Edge Wealth Management LLC | 319 | $23.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 334 | $24.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 351 | $25.0K | 0.00% | +7+2.0% | Added |
| Plante Moran Financial Advisors, LLC | 355 | $25.0K | 0.00% | +200+129.0% | Added |
| Parallel Advisors, LLC | 362 | $26.0K | 0.00% | +52+16.8% | Added |
| Macquarie Group Ltd | 380 | $27.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 426 | $30.0K | 0.00% | +426 | New |
| Signaturefd, LLC | 441 | $31.0K | 0.00% | +108+32.4% | Added |
| Sound Income Strategies, LLC | 500 | $36.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 600 | $43.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 639 | $46.0K | 0.01% | +300+88.5% | Added |
| Tower Research Capital LLC (TRC) | 682 | $49.0K | 0.00% | −224−24.7% | Reduced |
| Fifth Third Bancorp | 700 | $50.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 739 | $53.0K | 0.01% | +739 | New |
| Spire Wealth Management | 785 | $56.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 950 | $60.0K | 0.00% | −450−32.1% | Reduced |
| Trustcore Financial Services, LLC | 884 | $63.0K | 0.01% | −250−22.0% | Reduced |
| Captrust Financial Advisors | 922 | $66.0K | 0.00% | −81−8.1% | Reduced |
| Farmers & Merchants Investments Inc | 950 | $68.0K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,041 | $74.0K | 0.02% | +1,041 | New |
| BerganKDV Wealth Management, LLC | 1,091 | $78.0K | 0.01% | +1+0.1% | Added |
| Geneos Wealth Management Inc. | 1,254 | $89.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,339 | $96.0K | 0.01% | −791−37.1% | Reduced |
| FMR LLC | 1,337 | $96.0K | 0.00% | +455+51.6% | Added |
| JNBA Financial Advisors | 1,404 | $100.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,536 | $109.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1,623 | $111.0K | 0.01% | +1,623 | New |
| SG Americas Securities, LLC | 1,740 | $124.0K | 0.00% | −4,076−70.1% | Reduced |
| Hussman Strategic Advisors, Inc. | 2,000 | $143.0K | 0.03% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,054 | $146.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,106 | $150.0K | 0.01% | +2,106 | New |
| Simplex Trading, LLC | 2,145 | $153.0K | 0.01% | +2,145 | New |
| Public Employees Retirement System of Ohio | 2,188 | $156.0K | 0.00% | −101−4.4% | Reduced |
| Institutional & Family Asset Management, LLC | 2,328 | $166.0K | 0.03% | 00.0% | Unchanged |
| Investors Financial Group, LLC | 2,824 | $202.0K | 0.09% | +2,824 | New |
| Steward Partners Investment Advisory, LLC | 2,866 | $205.0K | 0.00% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 2,914 | $208.0K | 0.05% | −1,391−32.3% | Reduced |
| Foundations Investment Advisors, LLC | 3,311 | $213.0K | 0.01% | +3,311 | New |
| Bell Bank | 3,000 | $214.0K | 0.02% | +3,000 | New |
| HBK Sorce Advisory LLC | 3,056 | $218.0K | 0.01% | +3,056 | New |
| Trexquant Investment LP | 3,100 | $221.0K | 0.01% | +3,100 | New |
| Kestra Private Wealth Services, LLC | 3,094 | $221.0K | 0.01% | +3,094 | New |
| Pictet Asset Management SA | 3,105 | $222.0K | 0.00% | −725−18.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,227 | $230.0K | 0.01% | 00.0% | Unchanged |
| Bremer Bank National Association | 3,218 | $230.0K | 0.04% | +3,218 | New |
| Guggenheim Capital LLC | 3,308 | $237.0K | 0.00% | +3,308 | New |
| Corient Capital Partners, LLC | 3,330 | $238.0K | 0.02% | +3,330 | New |
| Jane Street Group, LLC | 3,425 | $245.0K | 0.00% | +3,425 | New |
| Watershed Asset Management, L.L.C. | 3,455 | $247.0K | 0.22% | +3,455 | New |
| New York State Teachers Retirement System | 3,500 | $250.0K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,587 | $256.0K | 0.01% | +3,587 | New |
| Chesley Taft & Associates LLC | 3,680 | $263.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 3,730 | $267.0K | 0.00% | +3,730 | New |
| Valtinson Bruner Financial Planning LLC | 3,933 | $281.0K | 0.15% | +118+3.1% | Added |
| Accredited Investors Inc. | 4,044 | $289.0K | 0.03% | +24+0.6% | Added |
| Alerus Financial NA | 4,097 | $293.0K | 0.02% | −20−0.5% | Reduced |
| Ifrah Financial Services, Inc. | 4,111 | $294.0K | 0.08% | −176−4.1% | Reduced |
| Diversified Trust Co | 4,246 | $303.0K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,333 | $309.0K | 0.00% | +28+0.7% | Added |
| Johnson Midwest Financial, LLC | 4,482 | $320.0K | 0.24% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,511 | $322.0K | 0.02% | −39−0.9% | Reduced |
| American Century Companies Inc | 4,696 | $335.0K | 0.00% | +609+14.9% | Added |
| Cetera Advisor Networks LLC | 4,804 | $343.0K | 0.00% | +62+1.3% | Added |
| ExodusPoint Capital Management, LP | 4,870 | $348.0K | 0.00% | −28,703−85.5% | Reduced |
| State of Wisconsin Investment Board | 4,900 | $350.0K | 0.00% | +4,900 | New |
| Hendershot Investments Inc. | 5,000 | $357.0K | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 5,131 | $366.0K | 0.00% | −826−13.9% | Reduced |
| Wellington Management Group LLP | 5,293 | $378.0K | 0.00% | +5,293 | New |
| Amalgamated Bank | 5,336 | $381.0K | 0.00% | −46−0.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,367 | $383.0K | 0.00% | +112+2.1% | Added |
| Dynamic Technology Lab Private Ltd | 5,430 | $388.0K | 0.04% | +5,430 | New |
| O'Shares Investment Advisers, LLC | 5,498 | $393.0K | 0.03% | +124+2.3% | Added |
| Arkadios Wealth Advisors | 5,517 | $394.0K | 0.05% | +52+1.0% | Added |
| Proequities, Inc. | 5,619 | $401.0K | 0.02% | +1,051+23.0% | Added |
| Lewis Capital Management, LLC | 5,950 | $425.0K | 0.45% | +5,950 | New |