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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 58,154 | $3.63M | 0.00% | −7,407−11.3% | Reduced |
| North Star Investment Management Corp. | 60,853 | $3.80M | 0.30% | +1,053+1.8% | Added |
| New York State Common Retirement Fund | 61,462 | $3.84M | 0.00% | −7,160−10.4% | Reduced |
| Whittier Trust Co | 61,565 | $3.85M | 0.06% | +3,575+6.2% | Added |
| LSV Asset Management | 64,508 | $4.03M | 0.01% | +4,000+6.6% | Added |
| Goldman Sachs Group Inc | 65,192 | $4.07M | 0.00% | −5,748−8.1% | Reduced |
| First Manhattan Co | 65,927 | $4.12M | 0.01% | +200+0.3% | Added |
| Lazard Asset Management LLC | 75,871 | $4.74M | 0.01% | +75,871 | New |
| Bank of America Corp | 77,381 | $4.84M | 0.00% | −49,853−39.2% | Reduced |
| Invesco Ltd. | 87,317 | $5.46M | 0.00% | +7,838+9.9% | Added |
| Swiss National Bank | 98,200 | $6.14M | 0.00% | +6,900+7.6% | Added |
| Phocas Financial Corp. | 108,974 | $6.81M | 0.86% | −1,831−1.7% | Reduced |
| Alliancebernstein L.P. | 119,233 | $7.45M | 0.00% | +4,200+3.7% | Added |
| JPMorgan Chase & Co | 122,535 | $7.66M | 0.00% | +17,716+16.9% | Added |
| Morgan Stanley | 134,055 | $8.38M | 0.00% | −74,624−35.8% | Reduced |
| Prudential Financial Inc | 135,660 | $8.48M | 0.01% | +9,985+7.9% | Added |
| Parametric Portfolio Associates LLC | 140,286 | $8.77M | 0.00% | +258+0.2% | Added |
| Adage Capital Partners GP, L.L.C. | 155,000 | $9.69M | 0.02% | −10,000−6.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 166,070 | $10.4M | 0.03% | +28,865+21.0% | Added |
| Victory Capital Management Inc | 258,964 | $15.0M | 0.02% | +40,420+18.5% | Added |
| Renaissance Technologies LLC | 252,814 | $15.8M | 0.02% | +59,910+31.1% | Added |
| Gamco Investors, Inc. Et Al | 355,100 | $22.2M | 0.20% | −1,800−0.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 365,183 | $22.8M | 0.14% | +1,256+0.3% | Added |
| Bank of New York Mellon Corp | 400,321 | $25.0M | 0.00% | +14,462+3.7% | Added |
| Charles Schwab Investment Management Inc | 460,042 | $28.8M | 0.01% | +47,064+11.4% | Added |
| Millennium Management LLC | 493,538 | $30.8M | 0.04% | +316,873+179.4% | Added |
| Nuveen Asset Management, LLC | 569,364 | $35.8M | 0.01% | +5,157+0.9% | Added |
| Northern Trust Corp | 606,028 | $37.9M | 0.01% | −23,842−3.8% | Reduced |
| Gabelli Funds LLC | 742,700 | $46.4M | 0.30% | −1,300−0.2% | Reduced |
| Geode Capital Management, LLC | 759,840 | $47.5M | 0.01% | −14,403−1.9% | Reduced |
| State Street Corp | 865,757 | $54.1M | 0.00% | +21,385+2.5% | Added |
| First Trust Advisors LP | 996,956 | $62.3M | 0.06% | +44,571+4.7% | Added |
| Dimensional Fund Advisors LP | 1,032,967 | $64.6M | 0.02% | +12,769+1.3% | Added |
| BlackRock Inc. | 2,970,236 | $185.6M | 0.01% | −24,033−0.8% | Reduced |
| Vanguard Group Inc | 4,441,104 | $277.6M | 0.01% | +92,114+2.1% | Added |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −259,972−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −39,852−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −27,419−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −19,751−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −18,900−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −13,645−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −13,010−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −9,344−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −9,214−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −8,620−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −5,517−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −3,425−100.0% | Sold out |
| Bremer Bank National Association | 0 | $0 | 0.00% | −3,218−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −3,105−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −3,094−100.0% | Sold out |
| Bell Bank | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Stillwater Investment Management, LLC | 0 | $0 | 0.00% | −2,914−100.0% | Sold out |
| Investors Financial Group, LLC | 0 | $0 | 0.00% | −2,824−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −2,106−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,740−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −739−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Edge Wealth Management LLC | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |