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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 9,344 | $667.0K | 0.00% | +9,344 | New |
| Acadian Asset Management LLC | 9,263 | $660.0K | 0.00% | +3,536+61.7% | Added |
| Advisors Asset Management, Inc. | 9,214 | $658.1K | 0.01% | −2,472−21.2% | Reduced |
| IndexIQ Advisors LLC | 9,147 | $653.0K | 0.02% | −591−6.1% | Reduced |
| ProShare Advisors LLC | 8,989 | $642.0K | 0.00% | +3,713+70.4% | Added |
| Foundry Partners, LLC | 8,620 | $616.0K | 0.02% | −2,335−21.3% | Reduced |
| NorthRock Partners, LLC | 8,403 | $600.0K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,170 | $584.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 8,100 | $579.0K | 0.01% | +8,100 | New |
| 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 |
| SNS Financial Group, LLC | 7,371 | $526.0K | 0.06% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 7,336 | $524.0K | 0.10% | +7,336 | New |
| STRS Ohio | 7,300 | $521.0K | 0.00% | +7,300 | New |
| First Hawaiian Bank | 7,260 | $519.0K | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 7,088 | $506.0K | 0.00% | +7,088 | New |
| Iowa State Bank | 6,796 | $485.0K | 0.11% | 00.0% | Unchanged |
| Paloma Partners Management Co | 6,776 | $484.0K | 0.02% | +6,776 | New |
| Envestnet Asset Management Inc | 6,432 | $459.0K | 0.00% | +2,767+75.5% | Added |
| D.A. Davidson & Co. | 6,200 | $442.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 6,128 | $438.0K | 0.00% | +901+17.2% | Added |
| North Point Portfolio Managers Corp | 6,100 | $436.0K | 0.06% | 00.0% | Unchanged |
| Bank of Montreal | 6,025 | $428.0K | 0.00% | −10.0% | Reduced |
| Lewis Capital Management, LLC | 5,950 | $425.0K | 0.45% | +5,950 | New |
| Proequities, Inc. | 5,619 | $401.0K | 0.02% | +1,051+23.0% | Added |
| Arkadios Wealth Advisors | 5,517 | $394.0K | 0.05% | +52+1.0% | Added |
| O'Shares Investment Advisers, LLC | 5,498 | $393.0K | 0.03% | +124+2.3% | Added |
| Dynamic Technology Lab Private Ltd | 5,430 | $388.0K | 0.04% | +5,430 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,367 | $383.0K | 0.00% | +112+2.1% | Added |
| Amalgamated Bank | 5,336 | $381.0K | 0.00% | −46−0.9% | Reduced |
| Wellington Management Group LLP | 5,293 | $378.0K | 0.00% | +5,293 | New |
| KBC Group NV | 5,131 | $366.0K | 0.00% | −826−13.9% | Reduced |
| Hendershot Investments Inc. | 5,000 | $357.0K | 0.05% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 4,900 | $350.0K | 0.00% | +4,900 | New |
| ExodusPoint Capital Management, LP | 4,870 | $348.0K | 0.00% | −28,703−85.5% | Reduced |
| Cetera Advisor Networks LLC | 4,804 | $343.0K | 0.00% | +62+1.3% | Added |
| American Century Companies Inc | 4,696 | $335.0K | 0.00% | +609+14.9% | Added |
| AdvisorNet Financial, Inc | 4,511 | $322.0K | 0.02% | −39−0.9% | Reduced |
| Johnson Midwest Financial, LLC | 4,482 | $320.0K | 0.24% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,333 | $309.0K | 0.00% | +28+0.7% | Added |
| Diversified Trust Co | 4,246 | $303.0K | 0.01% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 4,111 | $294.0K | 0.08% | −176−4.1% | Reduced |
| Alerus Financial NA | 4,097 | $293.0K | 0.02% | −20−0.5% | Reduced |
| Accredited Investors Inc. | 4,044 | $289.0K | 0.03% | +24+0.6% | Added |
| Valtinson Bruner Financial Planning LLC | 3,933 | $281.0K | 0.15% | +118+3.1% | Added |
| Stifel Financial Corp | 3,730 | $267.0K | 0.00% | +3,730 | New |
| Chesley Taft & Associates LLC | 3,680 | $263.0K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,587 | $256.0K | 0.01% | +3,587 | New |
| New York State Teachers Retirement System | 3,500 | $250.0K | 0.00% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 3,455 | $247.0K | 0.22% | +3,455 | New |
| Jane Street Group, LLC | 3,425 | $245.0K | 0.00% | +3,425 | New |
| Corient Capital Partners, LLC | 3,330 | $238.0K | 0.02% | +3,330 | New |
| Guggenheim Capital LLC | 3,308 | $237.0K | 0.00% | +3,308 | New |
| 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 |
| Pictet Asset Management SA | 3,105 | $222.0K | 0.00% | −725−18.9% | Reduced |
| 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 |
| HBK Sorce Advisory LLC | 3,056 | $218.0K | 0.01% | +3,056 | New |
| Bell Bank | 3,000 | $214.0K | 0.02% | +3,000 | New |
| Foundations Investment Advisors, LLC | 3,311 | $213.0K | 0.01% | +3,311 | New |
| Stillwater Investment Management, LLC | 2,914 | $208.0K | 0.05% | −1,391−32.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,866 | $205.0K | 0.00% | 00.0% | Unchanged |
| Investors Financial Group, LLC | 2,824 | $202.0K | 0.09% | +2,824 | New |
| Institutional & Family Asset Management, LLC | 2,328 | $166.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,188 | $156.0K | 0.00% | −101−4.4% | Reduced |
| Simplex Trading, LLC | 2,145 | $153.0K | 0.01% | +2,145 | New |
| Snowden Capital Advisors LLC | 2,106 | $150.0K | 0.01% | +2,106 | New |
| Great West Life Assurance Co | 2,054 | $146.0K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 2,000 | $143.0K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,740 | $124.0K | 0.00% | −4,076−70.1% | Reduced |
| Carroll Financial Associates, Inc. | 1,623 | $111.0K | 0.01% | +1,623 | New |
| Northwestern Mutual Wealth Management Co | 1,536 | $109.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,404 | $100.0K | 0.01% | 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 |
| Geneos Wealth Management Inc. | 1,254 | $89.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,091 | $78.0K | 0.01% | +1+0.1% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,041 | $74.0K | 0.02% | +1,041 | New |
| Farmers & Merchants Investments Inc | 950 | $68.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 922 | $66.0K | 0.00% | −81−8.1% | Reduced |
| Trustcore Financial Services, LLC | 884 | $63.0K | 0.01% | −250−22.0% | Reduced |
| Nisa Investment Advisors, LLC | 950 | $60.0K | 0.00% | −450−32.1% | Reduced |
| Spire Wealth Management | 785 | $56.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 739 | $53.0K | 0.01% | +739 | New |
| Fifth Third Bancorp | 700 | $50.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 682 | $49.0K | 0.00% | −224−24.7% | Reduced |
| Tradition Wealth Management, LLC | 639 | $46.0K | 0.01% | +300+88.5% | Added |
| Optimum Investment Advisors | 600 | $43.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 500 | $36.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 441 | $31.0K | 0.00% | +108+32.4% | Added |
| Chilton Capital Management LLC | 426 | $30.0K | 0.00% | +426 | New |
| Macquarie Group Ltd | 380 | $27.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 362 | $26.0K | 0.00% | +52+16.8% | Added |
| 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 |
| West Financial Advisors, LLC | 334 | $24.0K | 0.01% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 319 | $23.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 305 | $22.0K | 0.01% | +2+0.7% | Added |
| Hudock, Inc. | 271 | $19.0K | 0.01% | +1+0.4% | Added |