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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 7 | $0 | 0.00% | +3+75.0% | Added |
| First Horizon Advisors, Inc. | 9 | $0 | 0.00% | +9 | New |
| Rockefeller Capital Management L.P. | 1 | $0 | 0.00% | +1 | New |
| Steward Financial Group LLC | 14 | $0 | 0.00% | +14 | New |
| Archer Investment Corp | 12 | $806 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $940 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17 | $1.00K | 0.00% | +5+41.7% | Added |
| Aua Capital Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $1.00K | 0.00% | +2+33.3% | Added |
| Schubert & Co | 14 | $1.00K | 0.00% | +8+133.3% | Added |
| Bell Investment Advisors, Inc | 19 | $1.00K | 0.00% | +19 | New |
| Versant Capital Management, Inc | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $2.00K | 0.00% | +11+50.0% | Added |
| Lindbrook Capital, LLC | 50 | $3.00K | 0.00% | −33−39.8% | Reduced |
| Pflug Koory, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 53 | $4.00K | 0.00% | −19−26.4% | Reduced |
| Sofos Investments, Inc. | 134 | $4.00K | 0.00% | +8+6.3% | Added |
| Fieldpoint Private Securities, LLC | 60 | $4.00K | 0.00% | +60 | New |
| American Portfolios Advisors | 68 | $4.57K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 85 | $6.00K | 0.00% | +40+88.9% | Added |
| HM Payson & Co | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 113 | $8.00K | 0.00% | −92−44.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 157 | $11.0K | 0.00% | −199−55.9% | Reduced |
| Hudock, Inc. | 183 | $12.0K | 0.00% | +1+0.5% | Added |
| First Community Trust NA | 200 | $13.0K | 0.02% | 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 |
| Strategic Asset Management, LLC | 207 | $14.0K | 0.02% | +2+1.0% | Added |
| Dark Forest Capital Management LP | 249 | $17.0K | 0.00% | +249 | New |
| Ronald Blue Trust, Inc. | 316 | $20.0K | 0.00% | +316 | New |
| TD Private Client Wealth LLC | 308 | $20.7K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 309 | $21.0K | 0.02% | +2+0.7% | Added |
| State of Wyoming | 317 | $21.0K | 0.01% | +317 | New |
| West Financial Advisors, LLC | 334 | $22.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 350 | $23.0K | 0.00% | +1+0.3% | Added |
| Tradition Wealth Management, LLC | 339 | $23.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 380 | $26.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 425 | $28.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 426 | $29.0K | 0.00% | +426 | New |
| Sound Income Strategies, LLC | 500 | $34.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 800 | $37.0K | 0.00% | −530−39.8% | Reduced |
| Signaturefd, LLC | 548 | $37.0K | 0.00% | −183−25.0% | Reduced |
| Spire Wealth Management | 556 | $37.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 600 | $40.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 656 | $44.0K | 0.00% | −268−29.0% | Reduced |
| Goodman Advisory Group, LLC | 667 | $45.0K | 0.02% | +667 | New |
| Fifth Third Bancorp | 700 | $47.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 700 | $47.0K | 0.04% | +700 | New |
| Farmers & Merchants Investments Inc | 825 | $55.0K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $67.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,092 | $73.0K | 0.01% | +1+0.1% | Added |
| Geneos Wealth Management Inc. | 1,254 | $87.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,305 | $88.0K | 0.02% | +1,305 | New |
| Meeder Asset Management Inc | 1,320 | $89.0K | 0.01% | +660+100.0% | Added |
| JNBA Financial Advisors | 1,404 | $94.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,450 | $97.0K | 0.01% | +1,450 | New |
| Tower Research Capital LLC (TRC) | 1,488 | $100.0K | 0.00% | +940+171.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,536 | $103.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,640 | $110.0K | 0.00% | +690+72.6% | Added |
| Private Trust Co NA | 1,804 | $121.0K | 0.02% | +1,804 | New |
| Public Employees Retirement System of Ohio | 1,852 | $124.0K | 0.00% | −223−10.7% | Reduced |
| Harbour Investments, Inc. | 1,851 | $124.0K | 0.01% | +1,851 | New |
| Great West Life Assurance Co | 2,054 | $138.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,064 | $139.0K | 0.00% | −4,923−70.5% | Reduced |
| Institutional & Family Asset Management, LLC | 2,328 | $156.0K | 0.03% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,336 | $157.0K | 0.01% | +2,336 | New |
| Metropolitan Life Insurance Co | 2,508 | $168.4K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,710 | $182.0K | 0.00% | +2,710 | New |
| Steward Partners Investment Advisory, LLC | 2,866 | $192.0K | 0.00% | 00.0% | Unchanged |
| Bell Bank | 3,000 | $201.0K | 0.02% | +3,000 | New |
| JustInvest LLC | 3,036 | $204.0K | 0.01% | +3,036 | New |
| Bremer Bank National Association | 3,058 | $205.0K | 0.04% | +3,058 | New |
| Ameritas Investment Partners, Inc. | 3,085 | $207.0K | 0.01% | −142−4.4% | Reduced |
| Pictet Asset Management SA | 3,105 | $208.0K | 0.00% | +3,105 | New |
| Snowden Capital Advisors LLC | 3,119 | $209.0K | 0.01% | +3,119 | New |
| GW Henssler & Associates Ltd | 3,291 | $221.0K | 0.02% | +3,291 | New |
| Foundations Investment Advisors, LLC | 3,311 | $224.0K | 0.01% | 00.0% | Unchanged |
| Corton Capital Inc. | 3,331 | $224.0K | 0.21% | +3,331 | New |
| Stifel Financial Corp | 3,492 | $234.0K | 0.00% | −235−6.3% | Reduced |
| Contravisory Investment Management, Inc. | 3,523 | $236.0K | 0.08% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,602 | $242.0K | 0.03% | −4,770−57.0% | Reduced |
| New York State Teachers Retirement System | 3,600 | $242.0K | 0.00% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 3,665 | $246.0K | 0.02% | +143+4.1% | Added |
| Chesley Taft & Associates LLC | 3,680 | $247.0K | 0.02% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 3,675 | $247.0K | 0.17% | +3,675 | New |
| Sawtooth Solutions, LLC | 3,761 | $252.0K | 0.03% | +3,761 | New |
| Winton Group Ltd | 3,762 | $253.0K | 0.01% | +258+7.4% | Added |
| Mairs & Power Inc | 3,800 | $255.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,838 | $258.0K | 0.03% | −679−15.0% | Reduced |
| Algert Global LLC | 3,837 | $258.0K | 0.02% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 3,902 | $262.0K | 0.09% | −128−3.2% | Reduced |
| Valtinson Bruner Financial Planning LLC | 3,933 | $264.0K | 0.16% | 00.0% | Unchanged |
| Citigroup Inc | 3,969 | $267.0K | 0.00% | +494+14.2% | Added |
| Alerus Financial NA | 4,026 | $270.0K | 0.02% | −71−1.7% | Reduced |
| James Investment Research Inc | 4,025 | $270.0K | 0.04% | +4,025 | New |
| Accredited Investors Inc. | 4,095 | $275.0K | 0.03% | +25+0.6% | Added |
| Mackenzie Financial Corp | 4,090 | $275.0K | 0.00% | +443+12.1% | Added |