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 |
|---|---|---|---|---|---|
| Bank of Montreal | 6,025 | $428.0K | 0.00% | −10.0% | Reduced |
| North Point Portfolio Managers Corp | 6,100 | $436.0K | 0.06% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 6,128 | $438.0K | 0.00% | +901+17.2% | Added |
| D.A. Davidson & Co. | 6,200 | $442.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 6,432 | $459.0K | 0.00% | +2,767+75.5% | Added |
| Paloma Partners Management Co | 6,776 | $484.0K | 0.02% | +6,776 | New |
| Iowa State Bank | 6,796 | $485.0K | 0.11% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 7,088 | $506.0K | 0.00% | +7,088 | New |
| First Hawaiian Bank | 7,260 | $519.0K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 7,300 | $521.0K | 0.00% | +7,300 | New |
| Strategic Wealth Partners, Ltd. | 7,336 | $524.0K | 0.10% | +7,336 | New |
| SNS Financial Group, LLC | 7,371 | $526.0K | 0.06% | 00.0% | Unchanged |
| Franklin Resources Inc | 8,015 | $573.0K | 0.00% | +345+4.5% | Added |
| Teacher Retirement System of Texas | 8,024 | $573.0K | 0.00% | +1,329+19.9% | Added |
| Virginia Retirement Systems Et Al | 8,100 | $579.0K | 0.01% | +8,100 | New |
| Public Employees Retirement Association of Colorado | 8,170 | $584.0K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 8,403 | $600.0K | 0.04% | 00.0% | Unchanged |
| Foundry Partners, LLC | 8,620 | $616.0K | 0.02% | −2,335−21.3% | Reduced |
| ProShare Advisors LLC | 8,989 | $642.0K | 0.00% | +3,713+70.4% | Added |
| IndexIQ Advisors LLC | 9,147 | $653.0K | 0.02% | −591−6.1% | Reduced |
| Advisors Asset Management, Inc. | 9,214 | $658.1K | 0.01% | −2,472−21.2% | Reduced |
| Acadian Asset Management LLC | 9,263 | $660.0K | 0.00% | +3,536+61.7% | Added |
| Marshall Wace, LLP | 9,344 | $667.0K | 0.00% | +9,344 | New |
| Zacks Investment Management | 9,954 | $711.0K | 0.01% | +9,954 | New |
| Metropolitan Life Insurance Co | 10,901 | $778.5K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 11,180 | $798.0K | 0.01% | −135−1.2% | Reduced |
| Horizon Investment Services, LLC | 11,221 | $801.0K | 0.37% | +286+2.6% | Added |
| Putnam Investments LLC | 11,783 | $842.0K | 0.00% | −59,177−83.4% | Reduced |
| Affinity Investment Advisors, LLC | 11,811 | $844.0K | 0.34% | +43+0.4% | Added |
| NJ State Employees Deferred Compensation Plan | 12,000 | $857.0K | 0.11% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,007 | $858.0K | 0.01% | +131+1.1% | Added |
| Panagora Asset Management Inc | 12,225 | $873.0K | 0.00% | −2,763−18.4% | Reduced |
| Commonwealth Equity Services, LLC | 12,502 | $892.0K | 0.00% | −1,201−8.8% | Reduced |
| Truist Financial Corp | 12,718 | $908.0K | 0.00% | −250−1.9% | Reduced |
| Man Group plc | 13,010 | $929.0K | 0.00% | −4,300−24.8% | Reduced |
| Citigroup Inc | 13,260 | $947.0K | 0.00% | +6,145+86.4% | Added |
| Thrivent Financial for Lutherans | 13,645 | $974.0K | 0.00% | −1,306−8.7% | Reduced |
| The PNC Financial Services Group, Inc. | 13,932 | $995.0K | 0.00% | +710+5.4% | Added |
| Zebra Capital Management LLC | 14,511 | $1.04M | 1.66% | −5,347−26.9% | Reduced |
| MetLife Investment Management | 14,660 | $1.05M | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 15,852 | $1.13M | 0.00% | +8,543+116.9% | Added |
| Susquehanna Fundamental Investments, LLC | 15,919 | $1.14M | 0.03% | +3,305+26.2% | Added |
| AQR Capital Management LLC | 16,055 | $1.15M | 0.00% | +8,287+106.7% | Added |
| Raymond James & Associates | 16,455 | $1.18M | 0.00% | +515+3.2% | Added |
| Voya Investment Management LLC | 16,675 | $1.19M | 0.00% | −608−3.5% | Reduced |
| Hillsdale Investment Management Inc. | 17,700 | $1.26M | 0.08% | −1,000−5.3% | Reduced |
| Denali Advisors LLC | 18,900 | $1.35M | 0.51% | −16−0.1% | Reduced |
| Engineers Gate Manager LP | 19,751 | $1.41M | 0.06% | +19,751 | New |
| Raymond James Financial Services Advisors, Inc. | 20,243 | $1.45M | 0.00% | −4,293−17.5% | Reduced |
| Manufacturers Life Insurance Company, The | 20,656 | $1.48M | 0.00% | −211−1.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 20,924 | $1.49M | 0.53% | −1,460−6.5% | Reduced |
| Cubist Systematic Strategies, LLC | 21,168 | $1.51M | 0.01% | +12,415+141.8% | Added |
| Qube Research & Technologies Ltd | 21,276 | $1.52M | 0.01% | +21,276 | New |
| DC Investments Management, LLC | 21,554 | $1.54M | 2.18% | 00.0% | Unchanged |
| American International Group, Inc. | 21,871 | $1.56M | 0.01% | −654−2.9% | Reduced |
| Royal Bank of Canada | 21,994 | $1.57M | 0.00% | +2,733+14.2% | Added |
| Allianz Asset Management GmbH | 22,336 | $1.59M | 0.00% | +1,737+8.4% | Added |
| HSBC Holdings PLC | 23,133 | $1.64M | 0.00% | +1,494+6.9% | Added |
| Whittier Trust Co of Nevada Inc | 24,818 | $1.77M | 0.06% | +2,582+11.6% | Added |
| Allspring Global Investments Holdings, LLC | 26,530 | $1.89M | 0.00% | +26,530 | New |
| Susquehanna International Group, LLP | 26,616 | $1.90M | 0.00% | +21,659+436.9% | Added |
| DekaBank Deutsche Girozentrale | 27,776 | $1.94M | 0.00% | 00.0% | Unchanged |
| EAM Investors, LLC | 27,419 | $1.96M | 0.32% | −832−2.9% | Reduced |
| Price T Rowe Associates Inc | 27,856 | $1.99M | 0.00% | −1,441−4.9% | Reduced |
| Aurora Investment Counsel | 29,201 | $2.09M | 1.24% | −313−1.1% | Reduced |
| SEI Investments Co | 29,260 | $2.09M | 0.00% | +14,079+92.7% | Added |
| Advisor Group Holdings, Inc. | 29,412 | $2.10M | 0.00% | +318+1.1% | Added |
| State Board of Administration of Florida Retirement System | 30,442 | $2.17M | 0.00% | −168−0.5% | Reduced |
| Principal Financial Group Inc | 30,764 | $2.20M | 0.00% | +30,764 | New |
| Credit Suisse AG | 31,733 | $2.27M | 0.00% | +3,387+11.9% | Added |
| Deutsche Bank AG | 32,302 | $2.31M | 0.00% | +4,488+16.1% | Added |
| Assenagon Asset Management S.A. | 32,404 | $2.31M | 0.01% | +32,404 | New |
| Martingale Asset Management L P | 33,214 | $2.37M | 0.03% | −1,800−5.1% | Reduced |
| Ameriprise Financial Inc | 33,449 | $2.39M | 0.00% | −10,432−23.8% | Reduced |
| Legal & General Group Plc | 33,544 | $2.40M | 0.00% | +195+0.6% | Added |
| CWM, LLC | 33,745 | $2.41M | 0.02% | +33,745 | New |
| UBS Asset Management Americas Inc | 36,672 | $2.62M | 0.00% | +6,659+22.2% | Added |
| EAM Global Investors LLC | 39,852 | $2.85M | 0.51% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 40,342 | $2.88M | 0.01% | −9,147−18.5% | Reduced |
| Icon Advisers Inc | 43,100 | $3.08M | 0.49% | 00.0% | Unchanged |
| LPL Financial LLC | 47,950 | $3.42M | 0.00% | +8,057+20.2% | Added |
| Barclays PLC | 49,952 | $3.57M | 0.00% | +33,134+197.0% | Added |
| US Bancorp | 51,615 | $3.69M | 0.01% | +28,961+127.8% | Added |
| Federated Hermes, Inc. | 51,973 | $3.71M | 0.01% | −8,745−14.4% | Reduced |
| UBS Group AG | 54,004 | $3.86M | 0.00% | +17,933+49.7% | Added |
| California State Teachers Retirement System | 57,480 | $4.11M | 0.00% | +1,128+2.0% | Added |
| Whittier Trust Co | 57,990 | $4.14M | 0.07% | +1,891+3.4% | Added |
| North Star Investment Management Corp. | 59,800 | $4.27M | 0.30% | +63+0.1% | Added |
| Rhumbline Advisers | 59,888 | $4.28M | 0.01% | −853−1.4% | Reduced |
| LSV Asset Management | 60,508 | $4.32M | 0.01% | −1,700−2.7% | Reduced |
| Wells Fargo & Company | 65,561 | $4.68M | 0.00% | +11,012+20.2% | Added |
| First Manhattan Co | 65,727 | $4.69M | 0.02% | −331−0.5% | Reduced |
| New York State Common Retirement Fund | 68,622 | $4.90M | 0.00% | −153−0.2% | Reduced |
| Goldman Sachs Group Inc | 70,940 | $5.07M | 0.00% | +29,640+71.8% | Added |
| Invesco Ltd. | 79,479 | $5.68M | 0.00% | +11,878+17.6% | Added |
| Swiss National Bank | 91,300 | $6.52M | 0.00% | −200−0.2% | Reduced |
| JPMorgan Chase & Co | 104,819 | $7.49M | 0.00% | −8,665−7.6% | Reduced |
| Phocas Financial Corp. | 110,805 | $7.91M | 1.01% | −2,607−2.3% | Reduced |
| Alliancebernstein L.P. | 115,033 | $8.22M | 0.00% | +400+0.3% | Added |
| Prudential Financial Inc | 125,675 | $8.98M | 0.01% | −70,089−35.8% | Reduced |