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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, Q2 2022

Institutional positions in Otter Tail Corp as of Jun 30, 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
249
+21 vs. Q1 2022
Shares held
19.9M
+497.5K (+2.6%) vs. Q1 2022
Total value
$1.33B
+$124.4M (+10.3%) vs. Q1 2022
New holders
45
77 more added
Sold out
24
76 more reduced

7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 249 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 heldQ2 2022: $1.33B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q1 2022.

Institutions holding OTTR in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc4,550,113$305.4M0.01%+109,009+2.5%Added
BlackRock Inc.3,030,092$203.4M0.01%+59,856+2.0%Added
Dimensional Fund Advisors LP1,032,989$69.3M0.03%+220.0%Added
First Trust Advisors LP1,013,734$68.1M0.08%+16,778+1.7%Added
State Street Corp880,451$59.1M0.00%+14,694+1.7%Added
Geode Capital Management, LLC748,686$50.3M0.01%−11,154−1.5%Reduced
Gabelli Funds LLC738,900$49.6M0.38%−3,800−0.5%Reduced
Northern Trust Corp601,291$40.4M0.01%−4,737−0.8%Reduced
Nuveen Asset Management, LLC563,804$37.8M0.01%−5,560−1.0%Reduced
Charles Schwab Investment Management Inc494,965$33.2M0.01%+34,923+7.6%Added
Millennium Management LLC408,855$27.4M0.04%−84,683−17.2%Reduced
Bank of New York Mellon Corp408,728$27.4M0.01%+8,407+2.1%Added
Gamco Investors, Inc. Et Al351,300$23.6M0.26%−3,800−1.1%Reduced
Fuller & Thaler Asset Management, Inc.346,033$23.2M0.16%−19,150−5.2%Reduced
Victory Capital Management Inc292,101$19.6M0.02%+33,137+12.8%Added
Morgan Stanley286,591$19.2M0.00%+152,536+113.8%Added
Renaissance Technologies LLC213,514$14.3M0.02%−39,300−15.5%Reduced
Federated Hermes, Inc.180,395$12.1M0.03%+147,814+453.7%Added
Hotchkis & Wiley Capital Management LLC157,500$10.6M0.04%−8,570−5.2%Reduced
Prudential Financial Inc130,956$8.79M0.01%−4,704−3.5%Reduced
Alliancebernstein L.P.124,228$8.34M0.00%+4,995+4.2%Added
Phocas Financial Corp.107,747$7.23M1.08%−1,227−1.1%Reduced
Goldman Sachs Group Inc104,309$7.00M0.00%+39,117+60.0%Added
JPMorgan Chase & Co99,946$6.71M0.00%−22,589−18.4%Reduced
Invesco Ltd.96,899$6.50M0.00%+9,582+11.0%Added
Acadian Asset Management LLC96,153$6.46M0.03%+52,206+118.8%Added
Swiss National Bank88,200$5.92M0.00%−10,000−10.2%Reduced
Assenagon Asset Management S.A.83,186$5.58M0.02%+33,212+66.5%Added
Lazard Asset Management LLC75,758$5.08M0.01%−113−0.1%Reduced
Bank of America Corp69,922$4.69M0.00%−7,459−9.6%Reduced
First Manhattan Co65,897$4.42M0.02%−300.0%Reduced
LSV Asset Management64,100$4.30M0.01%−408−0.6%Reduced
Whittier Trust Co62,547$4.20M0.08%+982+1.6%Added
New York State Common Retirement Fund61,358$4.12M0.01%−104−0.2%Reduced
North Star Investment Management Corp.61,065$4.10M0.37%+212+0.3%Added
Martingale Asset Management L P57,347$3.85M0.07%+13,221+30.0%Added
Rhumbline Advisers55,184$3.71M0.01%−120.0%Reduced
State Board of Administration of Florida Retirement System54,249$3.64M0.01%+201+0.4%Added
FMR LLC49,899$3.35M0.00%+17,931+56.1%Added
California State Teachers Retirement System49,604$3.33M0.01%−3,250−6.1%Reduced
US Bancorp46,822$3.14M0.01%−1,321−2.7%Reduced
Hillsdale Investment Management Inc.45,571$3.06M0.25%+27,871+157.5%Added
Ameriprise Financial Inc42,813$2.87M0.00%+7,827+22.4%Added
AQR Capital Management LLC42,353$2.84M0.01%+1,405+3.4%Added
UBS Asset Management Americas Inc42,196$2.83M0.00%+841+2.0%Added
Clark Capital Management Group, Inc.41,356$2.78M0.04%+41,356New
ExodusPoint Capital Management, LP39,162$2.63M0.04%+15,758+67.3%Added
ICA Group Wealth Management, LLC32,348$2.62M0.49%−628−1.9%Reduced
Legal & General Group Plc37,556$2.52M0.00%+1,146+3.1%Added
American Century Companies Inc37,534$2.52M0.00%+31,702+543.6%Added
Icon Advisers Inc36,800$2.47M0.57%−6,300−14.6%Reduced
State of New Jersey Common Pension Fund D35,911$2.41M0.01%−4,431−11.0%Reduced
D. E. Shaw & Co., Inc.34,808$2.34M0.00%+22,781+189.4%Added
Deutsche Bank AG34,681$2.33M0.00%−750−2.1%Reduced
SEI Investments Co33,856$2.26M0.00%+4,341+14.7%Added
Cubist Systematic Strategies, LLC33,292$2.23M0.02%−15,382−31.6%Reduced
UBS Group AG33,295$2.23M0.00%−9,448−22.1%Reduced
Wells Fargo & Company33,036$2.22M0.00%−25,118−43.2%Reduced
Whittier Trust Co of Nevada Inc31,715$2.13M0.09%+2,682+9.2%Added
LPL Financial LLC31,314$2.10M0.00%−2,563−7.6%Reduced
Marshall Wace, LLP27,648$1.86M0.00%+27,648New
Advisor Group Holdings, Inc.27,180$1.82M0.00%+700+2.6%Added
CWM, LLC24,961$1.68M0.01%−3,074−11.0%Reduced
Raymond James Financial Services Advisors, Inc.24,567$1.65M0.00%+4,227+20.8%Added
Royal Bank of Canada24,439$1.64M0.00%−1,040−4.1%Reduced
Los Angeles Capital Management LLC24,448$1.64M0.01%+24,448New
Credit Suisse AG24,244$1.63M0.00%−7,648−24.0%Reduced
Principal Financial Group Inc22,771$1.53M0.00%+1,420+6.7%Added
Price T Rowe Associates Inc22,152$1.49M0.00%−3,015−12.0%Reduced
Jump Financial, LLC22,000$1.48M0.06%+5,577+34.0%Added
Jackson Creek Investment Advisors LLC20,855$1.47M0.59%−1,708−7.6%Reduced
MetLife Investment Management21,011$1.41M0.01%−593−2.7%Reduced
Bridgeway Capital Management, LLC20,400$1.37M0.03%+20,400New
Aurora Investment Counsel19,280$1.29M0.93%−4,028−17.3%Reduced
American International Group, Inc.19,254$1.29M0.01%−1,178−5.8%Reduced
STRS Ohio17,900$1.20M0.01%−1,700−8.7%Reduced
Raymond James & Associates17,633$1.18M0.00%+399+2.3%Added
Envestnet Asset Management Inc17,130$1.15M0.00%+4,925+40.4%Added
HRT Financial LP17,015$1.14M0.01%+9,546+127.8%Added
Manufacturers Life Insurance Company, The16,582$1.11M0.00%−120−0.7%Reduced
Voya Investment Management LLC16,296$1.09M0.00%−649−3.8%Reduced
BNP Paribas Arbitrage, SA15,959$1.07M0.00%+800+5.3%Added
Zebra Capital Management LLC14,473$972.0K2.86%−424−2.8%Reduced
Guggenheim Capital LLC14,408$967.0K0.01%−520−3.5%Reduced
The PNC Financial Services Group, Inc.14,127$948.0K0.00%+80+0.6%Added
Gotham Asset Management, LLC13,873$931.0K0.03%+3,102+28.8%Added
Qube Research & Technologies Ltd13,796$926.0K0.01%−42,747−75.6%Reduced
SG Americas Securities, LLC13,676$918.0K0.01%+13,676New
Asset Management One Co.,Ltd.13,391$898.0K0.00%+13,391New
Healthcare of Ontario Pension Plan Trust Fund12,975$871.0K0.00%−6,732−34.2%Reduced
Kestra Advisory Services, LLC12,899$866.0K0.01%+12,899New
Truist Financial Corp12,682$851.0K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC12,626$847.0K0.00%+51+0.4%Added
Mirae Asset Global Investments Co., Ltd.12,174$817.0K0.00%+12,174New
NJ State Employees Deferred Compensation Plan12,000$806.0K0.13%00.0%Unchanged
Mitsubishi UFJ Trust & Banking Corp11,875$797.0K0.00%+11,875New
GWM Advisors LLC11,770$790.0K0.01%−78−0.7%Reduced
Putnam Investments LLC11,509$773.0K0.00%+576+5.3%Added
Allianz Asset Management GmbH11,142$748.0K0.00%−6,394−36.5%Reduced
Affinity Investment Advisors, LLC11,138$748.0K0.36%−690−5.8%Reduced