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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 10,771 | $673.0K | 0.02% | +7,184+200.3% | Added |
| Horizon Investment Services, LLC | 10,463 | $654.0K | 0.34% | −758−6.8% | Reduced |
| Panagora Asset Management Inc | 10,295 | $643.0K | 0.00% | −1,930−15.8% | Reduced |
| Zacks Investment Management | 9,363 | $585.0K | 0.01% | −591−5.9% | Reduced |
| Teacher Retirement System of Texas | 8,604 | $538.0K | 0.00% | +580+7.2% | Added |
| NorthRock Partners, LLC | 8,372 | $523.0K | 0.05% | −31−0.4% | Reduced |
| Caxton Associates LP | 8,197 | $512.0K | 0.05% | +8,197 | New |
| Public Employees Retirement Association of Colorado | 8,170 | $511.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 8,159 | $510.0K | 0.00% | +8,159 | New |
| Dynamic Technology Lab Private Ltd | 8,090 | $506.0K | 0.06% | +2,660+49.0% | Added |
| Janus Henderson Group PLC | 8,048 | $503.0K | 0.00% | +960+13.5% | Added |
| ProShare Advisors LLC | 7,716 | $482.0K | 0.00% | −1,273−14.2% | Reduced |
| Susquehanna International Group, LLP | 7,596 | $475.0K | 0.00% | −19,020−71.5% | Reduced |
| HRT Financial LP | 7,469 | $466.0K | 0.00% | +7,469 | New |
| SNS Financial Group, LLC | 7,371 | $461.0K | 0.05% | 00.0% | Unchanged |
| First Hawaiian Bank | 7,260 | $454.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 6,987 | $437.0K | 0.00% | −42,965−86.0% | Reduced |
| Iowa State Bank | 6,796 | $425.0K | 0.10% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 6,456 | $404.0K | 0.01% | −2,691−29.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,438 | $402.0K | 0.00% | +310+5.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,373 | $398.0K | 0.00% | +1,006+18.7% | Added |
| Bank of Montreal | 6,192 | $395.0K | 0.00% | +167+2.8% | Added |
| D.A. Davidson & Co. | 6,200 | $388.0K | 0.00% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 6,100 | $381.0K | 0.06% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,977 | $374.0K | 0.01% | +5,977 | New |
| Quadrature Capital Ltd | 5,979 | $374.0K | 0.02% | +5,979 | New |
| American Century Companies Inc | 5,832 | $364.0K | 0.00% | +1,136+24.2% | Added |
| O'Shares Investment Advisers, LLC | 5,808 | $363.0K | 0.03% | +310+5.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,677 | $354.8K | 0.00% | −259,858−97.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,492 | $343.0K | 0.07% | −1,844−25.1% | Reduced |
| Lewis Capital Management, LLC | 5,450 | $341.0K | 0.39% | −500−8.4% | Reduced |
| Diversified Trust Co | 5,326 | $333.0K | 0.01% | +1,080+25.4% | Added |
| Wellington Management Group LLP | 5,293 | $331.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,125 | $320.0K | 0.00% | −211−4.0% | Reduced |
| Amalgamated Financial Corp. | 5,125 | $320.0K | 0.00% | +5,125 | New |
| Quantbot Technologies LP | 5,107 | $319.0K | 0.03% | +5,107 | New |
| Private Advisor Group, LLC | 5,089 | $318.0K | 0.00% | +5,089 | New |
| Hendershot Investments Inc. | 5,000 | $313.0K | 0.05% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 4,975 | $311.0K | 0.08% | +4,975 | New |
| Janney Montgomery Scott LLC | 4,633 | $290.0K | 0.00% | +300+6.9% | Added |
| Proequities, Inc. | 4,621 | $289.0K | 0.02% | −998−17.8% | Reduced |
| AdvisorNet Financial, Inc | 4,517 | $282.0K | 0.02% | +6+0.1% | Added |
| Johnson Midwest Financial, LLC | 4,482 | $280.0K | 0.40% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 4,369 | $273.0K | 0.00% | −435−9.1% | Reduced |
| Two Sigma Investments, LP | 4,318 | $270.0K | 0.00% | +4,318 | New |
| Paloma Partners Management Co | 4,137 | $259.0K | 0.02% | −2,639−38.9% | Reduced |
| Watershed Asset Management, L.L.C. | 4,108 | $257.0K | 0.26% | +653+18.9% | Added |
| Alerus Financial NA | 4,097 | $256.0K | 0.02% | 00.0% | Unchanged |
| Accredited Investors Inc. | 4,070 | $254.0K | 0.02% | +26+0.6% | Added |
| Ifrah Financial Services, Inc. | 4,030 | $252.0K | 0.07% | −81−2.0% | Reduced |
| Valtinson Bruner Financial Planning LLC | 3,933 | $246.0K | 0.14% | 00.0% | Unchanged |
| HSBC Holdings PLC | 3,847 | $243.0K | 0.00% | −19,286−83.4% | Reduced |
| Algert Global LLC | 3,837 | $240.0K | 0.02% | +3,837 | New |
| Mairs & Power Inc | 3,800 | $238.0K | 0.00% | +3,800 | New |
| Stifel Financial Corp | 3,727 | $233.0K | 0.00% | −3−0.1% | Reduced |
| Chesley Taft & Associates LLC | 3,680 | $232.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,647 | $228.0K | 0.00% | +3,647 | 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 |
| 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 |
| 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 |
| Citigroup Inc | 3,475 | $217.0K | 0.00% | −9,785−73.8% | Reduced |
| HBK Sorce Advisory LLC | 3,460 | $216.0K | 0.01% | +404+13.2% | Added |
| Creative Planning | 3,410 | $213.0K | 0.00% | +3,410 | New |
| Foundations Investment Advisors, LLC | 3,311 | $207.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,227 | $202.0K | 0.01% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 3,222 | $201.0K | 0.14% | +3,222 | New |
| Steward Partners Investment Advisory, LLC | 2,866 | $179.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,508 | $156.8K | 0.01% | −8,393−77.0% | Reduced |
| Institutional & Family Asset Management, LLC | 2,328 | $146.0K | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,054 | $137.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,075 | $130.0K | 0.00% | −113−5.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,536 | $96.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,479 | $92.0K | 0.00% | +1,479 | New |
| JNBA Financial Advisors | 1,404 | $88.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,254 | $78.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,091 | $68.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,041 | $65.0K | 0.02% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $63.0K | 0.01% | −1,000−50.0% | Reduced |
| IFP Advisors, Inc | 1,330 | $61.0K | 0.00% | +1,060+392.6% | Added |
| Nisa Investment Advisors, LLC | 950 | $59.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 924 | $58.0K | 0.00% | +2+0.2% | Added |
| Trustcore Financial Services, LLC | 884 | $55.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 825 | $52.0K | 0.00% | −125−13.2% | Reduced |
| Signaturefd, LLC | 731 | $46.0K | 0.00% | +290+65.8% | Added |
| Fifth Third Bancorp | 700 | $44.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 660 | $41.0K | 0.00% | +660 | New |
| Optimum Investment Advisors | 600 | $38.0K | 0.02% | 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 |
| Sound Income Strategies, LLC | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 481 | $30.0K | 0.00% | −1,664−77.6% | Reduced |
| DekaBank Deutsche Girozentrale | 425 | $27.0K | 0.00% | −27,351−98.5% | Reduced |
| Aquatic Capital Management LLC | 400 | $25.0K | 0.04% | +400 | New |
| Macquarie Group Ltd | 380 | $24.0K | 0.00% | 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 |
| Tradition Wealth Management, LLC | 339 | $21.0K | 0.00% | −300−46.9% | Reduced |