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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 37,556 | $2.52M | 0.00% | +1,146+3.1% | Added |
| ICA Group Wealth Management, LLC | 32,348 | $2.62M | 0.49% | −628−1.9% | Reduced |
| ExodusPoint Capital Management, LP | 39,162 | $2.63M | 0.04% | +15,758+67.3% | Added |
| Clark Capital Management Group, Inc. | 41,356 | $2.78M | 0.04% | +41,356 | New |
| UBS Asset Management Americas Inc | 42,196 | $2.83M | 0.00% | +841+2.0% | Added |
| AQR Capital Management LLC | 42,353 | $2.84M | 0.01% | +1,405+3.4% | Added |
| Ameriprise Financial Inc | 42,813 | $2.87M | 0.00% | +7,827+22.4% | Added |
| Hillsdale Investment Management Inc. | 45,571 | $3.06M | 0.25% | +27,871+157.5% | Added |
| US Bancorp | 46,822 | $3.14M | 0.01% | −1,321−2.7% | Reduced |
| California State Teachers Retirement System | 49,604 | $3.33M | 0.01% | −3,250−6.1% | Reduced |
| FMR LLC | 49,899 | $3.35M | 0.00% | +17,931+56.1% | Added |
| State Board of Administration of Florida Retirement System | 54,249 | $3.64M | 0.01% | +201+0.4% | Added |
| Rhumbline Advisers | 55,184 | $3.71M | 0.01% | −120.0% | Reduced |
| Martingale Asset Management L P | 57,347 | $3.85M | 0.07% | +13,221+30.0% | Added |
| North Star Investment Management Corp. | 61,065 | $4.10M | 0.37% | +212+0.3% | Added |
| New York State Common Retirement Fund | 61,358 | $4.12M | 0.01% | −104−0.2% | Reduced |
| Whittier Trust Co | 62,547 | $4.20M | 0.08% | +982+1.6% | Added |
| LSV Asset Management | 64,100 | $4.30M | 0.01% | −408−0.6% | Reduced |
| First Manhattan Co | 65,897 | $4.42M | 0.02% | −300.0% | Reduced |
| Bank of America Corp | 69,922 | $4.69M | 0.00% | −7,459−9.6% | Reduced |
| Lazard Asset Management LLC | 75,758 | $5.08M | 0.01% | −113−0.1% | Reduced |
| Assenagon Asset Management S.A. | 83,186 | $5.58M | 0.02% | +33,212+66.5% | Added |
| Swiss National Bank | 88,200 | $5.92M | 0.00% | −10,000−10.2% | Reduced |
| Acadian Asset Management LLC | 96,153 | $6.46M | 0.03% | +52,206+118.8% | Added |
| Invesco Ltd. | 96,899 | $6.50M | 0.00% | +9,582+11.0% | Added |
| JPMorgan Chase & Co | 99,946 | $6.71M | 0.00% | −22,589−18.4% | Reduced |
| Goldman Sachs Group Inc | 104,309 | $7.00M | 0.00% | +39,117+60.0% | Added |
| Phocas Financial Corp. | 107,747 | $7.23M | 1.08% | −1,227−1.1% | Reduced |
| Alliancebernstein L.P. | 124,228 | $8.34M | 0.00% | +4,995+4.2% | Added |
| Prudential Financial Inc | 130,956 | $8.79M | 0.01% | −4,704−3.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 157,500 | $10.6M | 0.04% | −8,570−5.2% | Reduced |
| Federated Hermes, Inc. | 180,395 | $12.1M | 0.03% | +147,814+453.7% | Added |
| Renaissance Technologies LLC | 213,514 | $14.3M | 0.02% | −39,300−15.5% | Reduced |
| Morgan Stanley | 286,591 | $19.2M | 0.00% | +152,536+113.8% | Added |
| Victory Capital Management Inc | 292,101 | $19.6M | 0.02% | +33,137+12.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 346,033 | $23.2M | 0.16% | −19,150−5.2% | Reduced |
| Gamco Investors, Inc. Et Al | 351,300 | $23.6M | 0.26% | −3,800−1.1% | Reduced |
| Bank of New York Mellon Corp | 408,728 | $27.4M | 0.01% | +8,407+2.1% | Added |
| Millennium Management LLC | 408,855 | $27.4M | 0.04% | −84,683−17.2% | Reduced |
| Charles Schwab Investment Management Inc | 494,965 | $33.2M | 0.01% | +34,923+7.6% | Added |
| Nuveen Asset Management, LLC | 563,804 | $37.8M | 0.01% | −5,560−1.0% | Reduced |
| Northern Trust Corp | 601,291 | $40.4M | 0.01% | −4,737−0.8% | Reduced |
| Gabelli Funds LLC | 738,900 | $49.6M | 0.38% | −3,800−0.5% | Reduced |
| Geode Capital Management, LLC | 748,686 | $50.3M | 0.01% | −11,154−1.5% | Reduced |
| State Street Corp | 880,451 | $59.1M | 0.00% | +14,694+1.7% | Added |
| First Trust Advisors LP | 1,013,734 | $68.1M | 0.08% | +16,778+1.7% | Added |
| Dimensional Fund Advisors LP | 1,032,989 | $69.3M | 0.03% | +220.0% | Added |
| BlackRock Inc. | 3,030,092 | $203.4M | 0.01% | +59,856+2.0% | Added |
| Vanguard Group Inc | 4,550,113 | $305.4M | 0.01% | +109,009+2.5% | Added |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −155,000−100.0% | Sold out |
| DC Investments Management, LLC | 0 | $0 | 0.00% | −21,554−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −19,458−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −8,197−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −8,159−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,090−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −5,808−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −5,677−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −5,492−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −4,318−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,137−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −3,847−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −3,599−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −3,460−100.0% | Sold out |
| ELCO Management Co., LLC | 0 | $0 | 0.00% | −3,222−100.0% | Sold out |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −884−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Spectrum Management Group, LLC | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |