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 |
|---|---|---|---|---|---|
| West Financial Advisors, LLC | 334 | $21.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 308 | $19.3K | 0.00% | +308 | New |
| 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 |
| 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 |
| Hudock, Inc. | 182 | $11.0K | 0.00% | −89−32.8% | Reduced |
| Spectrum Management Group, LLC | 177 | $11.0K | 0.00% | +1+0.6% | Added |
| 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 |
| Lindbrook Capital, LLC | 83 | $5.00K | 0.00% | +43+107.5% | Added |
| Zions Bancorporation, N.A. | 72 | $5.00K | 0.00% | +72 | New |
| American Portfolios Advisors | 68 | $4.25K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 126 | $4.00K | 0.00% | −16−11.3% | Reduced |
| Pflug Koory, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 45 | $3.00K | 0.00% | +18+66.7% | Added |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 14 | $875 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 12 | $750 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |