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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, Q1 2022

Institutional positions in Otter Tail Corp as of Mar 31, 2022. 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
235
+14 vs. Q4 2021
Shares held
19.6M
+200.3K (+1.0%) vs. Q4 2021
Total value
$1.22B
−$161.0M (−11.6%) vs. Q4 2021
New holders
41
85 more added
Sold out
27
62 more reduced

3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 235 institutions
Q1 2021: 174 institutionsQ2 2021: 169 institutionsQ3 2021: 199 institutionsQ4 2021: 224 institutionsQ1 2022: 235 institutionsQ2 2022: 249 institutionsQ3 2022: 266 institutionsQ4 2022: 249 institutionsQ1 2023: 256 institutionsQ2 2023: 261 institutionsQ3 2023: 277 institutionsQ4 2023: 298 institutionsQ1 2024: 304 institutionsQ2 2024: 315 institutionsQ3 2024: 328 institutionsQ4 2024: 324 institutionsQ1 2025: 334 institutionsQ2 2025: 345 institutionsQ3 2025: 345 institutionsQ4 2025: 354 institutionsQ1 2026: 347 institutionsQ2 2026: 363 institutions
Value heldQ1 2022: $1.22B
Q1 2021: $887.4MQ2 2021: $935.3MQ3 2021: $1.09BQ4 2021: $1.38BQ1 2022: $1.22BQ2 2022: $1.33BQ3 2022: $1.26BQ4 2022: $1.19BQ1 2023: $1.83BQ2 2023: $1.99BQ3 2023: $1.89BQ4 2023: $2.16BQ1 2024: $2.12BQ2 2024: $2.16BQ3 2024: $2.05BQ4 2024: $2.03BQ1 2025: $2.21BQ2 2025: $2.12BQ3 2025: $2.31BQ4 2025: $2.29BQ1 2026: $2.57BQ2 2026: $2.65B
Institutions holding OTTR and their total value by quarter
QuarterHoldersValue
Q2 2026363$2.65B
Q1 2026347$2.57B
Q4 2025354$2.29B
Q3 2025345$2.31B
Q2 2025345$2.12B
Q1 2025334$2.21B
Q4 2024324$2.03B
Q3 2024328$2.05B
Q2 2024315$2.16B
Q1 2024304$2.12B
Q4 2023298$2.16B
Q3 2023277$1.89B
Q2 2023261$1.99B
Q1 2023256$1.83B
Q4 2022249$1.19B
Q3 2022266$1.26B
Q2 2022249$1.33B
Q1 2022235$1.22B
Q4 2021224$1.38B
Q3 2021199$1.09B
Q2 2021169$935.3M
Q1 2021174$887.4M

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q4 2021.

Institutions holding OTTR in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc4,441,104$277.6M0.01%+92,114+2.1%Added
BlackRock Inc.2,970,236$185.6M0.01%−24,033−0.8%Reduced
Dimensional Fund Advisors LP1,032,967$64.6M0.02%+12,769+1.3%Added
First Trust Advisors LP996,956$62.3M0.06%+44,571+4.7%Added
State Street Corp865,757$54.1M0.00%+21,385+2.5%Added
Geode Capital Management, LLC759,840$47.5M0.01%−14,403−1.9%Reduced
Gabelli Funds LLC742,700$46.4M0.30%−1,300−0.2%Reduced
Northern Trust Corp606,028$37.9M0.01%−23,842−3.8%Reduced
Nuveen Asset Management, LLC569,364$35.8M0.01%+5,157+0.9%Added
Millennium Management LLC493,538$30.8M0.04%+316,873+179.4%Added
Charles Schwab Investment Management Inc460,042$28.8M0.01%+47,064+11.4%Added
Bank of New York Mellon Corp400,321$25.0M0.00%+14,462+3.7%Added
Fuller & Thaler Asset Management, Inc.365,183$22.8M0.14%+1,256+0.3%Added
Gamco Investors, Inc. Et Al355,100$22.2M0.20%−1,800−0.5%Reduced
Renaissance Technologies LLC252,814$15.8M0.02%+59,910+31.1%Added
Victory Capital Management Inc258,964$15.0M0.02%+40,420+18.5%Added
Hotchkis & Wiley Capital Management LLC166,070$10.4M0.03%+28,865+21.0%Added
Adage Capital Partners GP, L.L.C.155,000$9.69M0.02%−10,000−6.1%Reduced
Parametric Portfolio Associates LLC140,286$8.77M0.00%+258+0.2%Added
Prudential Financial Inc135,660$8.48M0.01%+9,985+7.9%Added
Morgan Stanley134,055$8.38M0.00%−74,624−35.8%Reduced
JPMorgan Chase & Co122,535$7.66M0.00%+17,716+16.9%Added
Alliancebernstein L.P.119,233$7.45M0.00%+4,200+3.7%Added
Phocas Financial Corp.108,974$6.81M0.86%−1,831−1.7%Reduced
Swiss National Bank98,200$6.14M0.00%+6,900+7.6%Added
Invesco Ltd.87,317$5.46M0.00%+7,838+9.9%Added
Bank of America Corp77,381$4.84M0.00%−49,853−39.2%Reduced
Lazard Asset Management LLC75,871$4.74M0.01%+75,871New
First Manhattan Co65,927$4.12M0.01%+200+0.3%Added
Goldman Sachs Group Inc65,192$4.07M0.00%−5,748−8.1%Reduced
LSV Asset Management64,508$4.03M0.01%+4,000+6.6%Added
Whittier Trust Co61,565$3.85M0.06%+3,575+6.2%Added
New York State Common Retirement Fund61,462$3.84M0.00%−7,160−10.4%Reduced
North Star Investment Management Corp.60,853$3.80M0.30%+1,053+1.8%Added
Wells Fargo & Company58,154$3.63M0.00%−7,407−11.3%Reduced
Qube Research & Technologies Ltd56,543$3.53M0.03%+35,267+165.8%Added
Rhumbline Advisers55,196$3.45M0.00%−4,692−7.8%Reduced
State Board of Administration of Florida Retirement System54,048$3.38M0.01%+23,606+77.5%Added
California State Teachers Retirement System52,854$3.30M0.00%−4,626−8.0%Reduced
Assenagon Asset Management S.A.49,974$3.12M0.01%+17,570+54.2%Added
Cubist Systematic Strategies, LLC48,674$3.04M0.03%+27,506+129.9%Added
US Bancorp48,143$3.01M0.01%−3,472−6.7%Reduced
Martingale Asset Management L P44,126$2.76M0.04%+10,912+32.9%Added
Acadian Asset Management LLC43,947$2.74M0.01%+34,684+374.4%Added
Icon Advisers Inc43,100$2.69M0.46%00.0%Unchanged
UBS Group AG42,743$2.67M0.00%−11,261−20.9%Reduced
UBS Asset Management Americas Inc41,355$2.58M0.00%+4,683+12.8%Added
AQR Capital Management LLC40,948$2.56M0.00%+24,893+155.0%Added
State of New Jersey Common Pension Fund D40,342$2.52M0.01%00.0%Unchanged
Legal & General Group Plc36,410$2.27M0.00%+2,866+8.5%Added
ICA Group Wealth Management, LLC32,976$2.27M0.43%+32,976New
Deutsche Bank AG35,431$2.21M0.00%+3,129+9.7%Added
Ameriprise Financial Inc34,986$2.19M0.00%+1,537+4.6%Added
LPL Financial LLC33,877$2.12M0.00%−14,073−29.3%Reduced
Virginia Retirement Systems Et Al33,300$2.08M0.02%+25,200+311.1%Added
Federated Hermes, Inc.32,581$2.04M0.00%−19,392−37.3%Reduced
FMR LLC31,968$2.00M0.00%+30,631+2,291.0%Added
Credit Suisse AG31,892$1.99M0.00%+159+0.5%Added
Allspring Global Investments Holdings, LLC30,941$1.93M0.00%+4,411+16.6%Added
SEI Investments Co29,515$1.84M0.00%+255+0.9%Added
Whittier Trust Co of Nevada Inc29,033$1.81M0.07%+4,215+17.0%Added
CWM, LLC28,035$1.75M0.01%−5,710−16.9%Reduced
Advisor Group Holdings, Inc.26,480$1.66M0.00%−2,932−10.0%Reduced
Royal Bank of Canada25,479$1.59M0.00%+3,485+15.8%Added
Price T Rowe Associates Inc25,167$1.57M0.00%−2,689−9.7%Reduced
ExodusPoint Capital Management, LP23,404$1.46M0.02%+18,534+380.6%Added
Aurora Investment Counsel23,308$1.46M0.93%−5,893−20.2%Reduced
Jackson Creek Investment Advisors LLC22,563$1.41M0.52%+1,639+7.8%Added
MetLife Investment Management21,604$1.35M0.01%+6,944+47.4%Added
DC Investments Management, LLC21,554$1.35M2.34%00.0%Unchanged
Principal Financial Group Inc21,351$1.33M0.00%−9,413−30.6%Reduced
American International Group, Inc.20,432$1.28M0.01%−1,439−6.6%Reduced
Raymond James Financial Services Advisors, Inc.20,340$1.27M0.00%+97+0.5%Added
Healthcare of Ontario Pension Plan Trust Fund19,707$1.23M0.00%+19,707New
STRS Ohio19,600$1.23M0.00%+12,300+168.5%Added
Cornercap Investment Counsel Inc19,458$1.22M0.14%+19,458New
Hillsdale Investment Management Inc.17,700$1.11M0.07%00.0%Unchanged
Allianz Asset Management GmbH17,536$1.10M0.00%−4,800−21.5%Reduced
Raymond James & Associates17,234$1.08M0.00%+779+4.7%Added
Susquehanna Fundamental Investments, LLC17,119$1.07M0.02%+1,200+7.5%Added
Voya Investment Management LLC16,945$1.06M0.00%+270+1.6%Added
Manufacturers Life Insurance Company, The16,702$1.04M0.00%−3,954−19.1%Reduced
Jump Financial, LLC16,423$1.03M0.04%+16,423New
BNP Paribas Arbitrage, SA15,159$947.4K0.00%−693−4.4%Reduced
Guggenheim Capital LLC14,928$933.0K0.01%+11,620+351.3%Added
Zebra Capital Management LLC14,897$931.0K2.14%+386+2.7%Added
Tudor Investment Corp Et Al14,294$893.0K0.02%+14,294New
The PNC Financial Services Group, Inc.14,047$879.0K0.00%+115+0.8%Added
Franklin Resources Inc12,998$813.0K0.00%+4,983+62.2%Added
Truist Financial Corp12,682$793.0K0.00%−36−0.3%Reduced
Commonwealth Equity Services, LLC12,575$785.0K0.00%+73+0.6%Added
Envestnet Asset Management Inc12,205$763.0K0.00%+5,773+89.8%Added
D. E. Shaw & Co., Inc.12,027$752.0K0.00%+12,027New
NJ State Employees Deferred Compensation Plan12,000$750.0K0.10%00.0%Unchanged
GWM Advisors LLC11,848$741.0K0.01%−159−1.3%Reduced
Affinity Investment Advisors, LLC11,828$739.0K0.30%+17+0.1%Added
KBC Group NV11,422$714.0K0.00%+6,291+122.6%Added
CenterBook Partners LP11,347$709.0K0.25%+11,347New
Arizona State Retirement System11,229$702.0K0.01%+49+0.4%Added
Putnam Investments LLC10,933$683.0K0.00%−850−7.2%Reduced