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 America Corp | 127,234 | $9.09M | 0.00% | +14,078+12.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 137,205 | $9.80M | 0.03% | −36,260−20.9% | Reduced |
| Parametric Portfolio Associates LLC | 140,028 | $10.0M | 0.01% | +16,180+13.1% | Added |
| Adage Capital Partners GP, L.L.C. | 165,000 | $11.8M | 0.02% | −155,232−48.5% | Reduced |
| Millennium Management LLC | 176,665 | $12.6M | 0.01% | −13,842−7.3% | Reduced |
| Renaissance Technologies LLC | 192,904 | $13.8M | 0.02% | −26,000−11.9% | Reduced |
| Morgan Stanley | 208,679 | $14.9M | 0.00% | +4,180+2.0% | Added |
| Victory Capital Management Inc | 218,544 | $15.6M | 0.01% | +32,638+17.6% | Added |
| Glenmede Trust Co NA | 259,972 | $18.6M | 0.09% | −2,064−0.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 265,535 | $19.0M | 0.03% | −24,806−8.5% | Reduced |
| Gamco Investors, Inc. Et Al | 356,900 | $25.5M | 0.22% | −13,400−3.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 363,927 | $26.0M | 0.15% | +17,160+4.9% | Added |
| Bank of New York Mellon Corp | 385,859 | $27.6M | 0.00% | −92,918−19.4% | Reduced |
| Charles Schwab Investment Management Inc | 412,978 | $29.5M | 0.01% | +1,958+0.5% | Added |
| Nuveen Asset Management, LLC | 564,207 | $40.3M | 0.01% | +19,726+3.6% | Added |
| Northern Trust Corp | 629,870 | $45.0M | 0.01% | −14,631−2.3% | Reduced |
| Gabelli Funds LLC | 744,000 | $53.1M | 0.34% | −14,000−1.8% | Reduced |
| Geode Capital Management, LLC | 774,243 | $55.3M | 0.01% | +16,508+2.2% | Added |
| State Street Corp | 844,372 | $60.3M | 0.00% | −4,185−0.5% | Reduced |
| First Trust Advisors LP | 952,385 | $68.0M | 0.07% | −215,406−18.4% | Reduced |
| Dimensional Fund Advisors LP | 1,020,198 | $72.9M | 0.02% | −12,859−1.2% | Reduced |
| BlackRock Inc. | 2,994,269 | $213.9M | 0.01% | +101,259+3.5% | Added |
| Vanguard Group Inc | 4,348,990 | $310.6M | 0.01% | +84,507+2.0% | Added |
| Sofos Investments, Inc. | 142 | – | – | +142 | New |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −20,904−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −19,330−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −6,275−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −5,525−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,077−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −4,530−100.0% | Sold out |
| Bruderman Asset Management, LLC | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −3,984−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Symons Capital Management Inc | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |