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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $0 | 0.00% | +4 | New |
| Disciplined Investments, LLC | 6 | $0 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Archer Investment Corp | 12 | $750 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $875 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12 | $1.00K | 0.00% | −350−96.7% | Reduced |
| Focused Wealth Management, Inc | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $1.00K | 0.00% | +12+120.0% | Added |
| Aua Capital Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| Versant Capital Management, Inc | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 27 | $2.00K | 0.00% | +27 | New |
| Concord Wealth Partners | 24 | $2.00K | 0.00% | +24 | New |
| Pflug Koory, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 45 | $3.00K | 0.00% | +18+66.7% | Added |
| Sofos Investments, Inc. | 126 | $4.00K | 0.00% | −16−11.3% | Reduced |
| American Portfolios Advisors | 68 | $4.25K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 83 | $5.00K | 0.00% | +43+107.5% | Added |
| Zions Bancorporation, N.A. | 72 | $5.00K | 0.00% | +72 | New |
| HM Payson & Co | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $6.00K | 0.00% | +100 | New |
| First PREMIER Bank | 100 | $6.00K | 0.00% | +100 | New |
| Hudock, Inc. | 182 | $11.0K | 0.00% | −89−32.8% | Reduced |
| Spectrum Management Group, LLC | 177 | $11.0K | 0.00% | +1+0.6% | Added |
| Strategic Asset Management, LLC | 205 | $13.0K | 0.02% | +1+0.5% | Added |
| First Community Trust NA | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 205 | $13.0K | 0.00% | +96+88.1% | Added |
| HighMark Wealth Management LLC | 307 | $19.0K | 0.01% | +2+0.7% | Added |
| Capital Advisory Group Advisory Services, LLC | 300 | $19.0K | 0.01% | +300 | New |
| TD Private Client Wealth LLC | 308 | $19.3K | 0.00% | +308 | New |
| Tradition Wealth Management, LLC | 339 | $21.0K | 0.00% | −300−46.9% | Reduced |
| West Financial Advisors, LLC | 334 | $21.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 356 | $22.0K | 0.00% | +1+0.3% | Added |
| Allworth Financial LP | 349 | $22.0K | 0.00% | −2−0.6% | Reduced |
| Macquarie Group Ltd | 380 | $24.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 400 | $25.0K | 0.04% | +400 | New |
| DekaBank Deutsche Girozentrale | 425 | $27.0K | 0.00% | −27,351−98.5% | Reduced |
| Simplex Trading, LLC | 481 | $30.0K | 0.00% | −1,664−77.6% | Reduced |
| Sound Income Strategies, LLC | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 556 | $35.0K | 0.00% | −229−29.2% | Reduced |
| Tower Research Capital LLC (TRC) | 548 | $35.0K | 0.00% | −134−19.6% | Reduced |
| Optimum Investment Advisors | 600 | $38.0K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 660 | $41.0K | 0.00% | +660 | New |
| Fifth Third Bancorp | 700 | $44.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 731 | $46.0K | 0.00% | +290+65.8% | Added |
| Farmers & Merchants Investments Inc | 825 | $52.0K | 0.00% | −125−13.2% | Reduced |
| Trustcore Financial Services, LLC | 884 | $55.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 924 | $58.0K | 0.00% | +2+0.2% | Added |
| Nisa Investment Advisors, LLC | 950 | $59.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,330 | $61.0K | 0.00% | +1,060+392.6% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $63.0K | 0.01% | −1,000−50.0% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,041 | $65.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,091 | $68.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,254 | $78.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,404 | $88.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,479 | $92.0K | 0.00% | +1,479 | New |
| Northwestern Mutual Wealth Management Co | 1,536 | $96.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,075 | $130.0K | 0.00% | −113−5.2% | Reduced |
| Great West Life Assurance Co | 2,054 | $137.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,328 | $146.0K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,508 | $156.8K | 0.01% | −8,393−77.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,866 | $179.0K | 0.00% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 3,222 | $201.0K | 0.14% | +3,222 | New |
| Ameritas Investment Partners, Inc. | 3,227 | $202.0K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 3,311 | $207.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 3,410 | $213.0K | 0.00% | +3,410 | New |
| HBK Sorce Advisory LLC | 3,460 | $216.0K | 0.01% | +404+13.2% | Added |
| Citigroup Inc | 3,475 | $217.0K | 0.00% | −9,785−73.8% | Reduced |
| Mirabella Financial Services LLP | 3,500 | $219.0K | 0.02% | +3,500 | New |
| Winton Group Ltd | 3,504 | $219.0K | 0.01% | +3,504 | New |
| Corient Capital Partners, LLC | 3,522 | $220.0K | 0.01% | +192+5.8% | Added |
| Contravisory Investment Management, Inc. | 3,523 | $220.0K | 0.06% | +3,523 | New |
| New York State Teachers Retirement System | 3,600 | $225.0K | 0.00% | +100+2.9% | Added |
| Wedge Capital Management L L P | 3,599 | $225.0K | 0.00% | +3,599 | New |
| Mackenzie Financial Corp | 3,647 | $228.0K | 0.00% | +3,647 | New |
| Chesley Taft & Associates LLC | 3,680 | $232.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 3,727 | $233.0K | 0.00% | −3−0.1% | Reduced |
| Mairs & Power Inc | 3,800 | $238.0K | 0.00% | +3,800 | New |
| Algert Global LLC | 3,837 | $240.0K | 0.02% | +3,837 | New |
| HSBC Holdings PLC | 3,847 | $243.0K | 0.00% | −19,286−83.4% | Reduced |
| Valtinson Bruner Financial Planning LLC | 3,933 | $246.0K | 0.14% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 4,030 | $252.0K | 0.07% | −81−2.0% | Reduced |
| Accredited Investors Inc. | 4,070 | $254.0K | 0.02% | +26+0.6% | Added |
| Alerus Financial NA | 4,097 | $256.0K | 0.02% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 4,108 | $257.0K | 0.26% | +653+18.9% | Added |
| Paloma Partners Management Co | 4,137 | $259.0K | 0.02% | −2,639−38.9% | Reduced |
| Two Sigma Investments, LP | 4,318 | $270.0K | 0.00% | +4,318 | New |
| Cetera Advisor Networks LLC | 4,369 | $273.0K | 0.00% | −435−9.1% | Reduced |
| Johnson Midwest Financial, LLC | 4,482 | $280.0K | 0.40% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,517 | $282.0K | 0.02% | +6+0.1% | Added |
| Proequities, Inc. | 4,621 | $289.0K | 0.02% | −998−17.8% | Reduced |
| Janney Montgomery Scott LLC | 4,633 | $290.0K | 0.00% | +300+6.9% | Added |
| Campbell & CO Investment Adviser LLC | 4,975 | $311.0K | 0.08% | +4,975 | New |
| Hendershot Investments Inc. | 5,000 | $313.0K | 0.05% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,089 | $318.0K | 0.00% | +5,089 | New |
| Quantbot Technologies LP | 5,107 | $319.0K | 0.03% | +5,107 | New |