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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
Goodman Advisory Group, LLC667$45.0K0.02%+667New
Captrust Financial Advisors656$44.0K0.00%−268−29.0%Reduced
Optimum Investment Advisors600$40.0K0.02%00.0%Unchanged
IFP Advisors, Inc800$37.0K0.00%−530−39.8%Reduced
Signaturefd, LLC548$37.0K0.00%−183−25.0%Reduced
Spire Wealth Management556$37.0K0.00%00.0%Unchanged
Sound Income Strategies, LLC500$34.0K0.00%00.0%Unchanged
Chilton Capital Management LLC426$29.0K0.00%+426New
DekaBank Deutsche Girozentrale425$28.0K0.00%00.0%Unchanged
Macquarie Group Ltd380$26.0K0.00%00.0%Unchanged
Allworth Financial LP350$23.0K0.00%+1+0.3%Added
Tradition Wealth Management, LLC339$23.0K0.00%00.0%Unchanged
West Financial Advisors, LLC334$22.0K0.01%00.0%Unchanged
HighMark Wealth Management LLC309$21.0K0.02%+2+0.7%Added
State of Wyoming317$21.0K0.01%+317New
TD Private Client Wealth LLC308$20.7K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.316$20.0K0.00%+316New
Dark Forest Capital Management LP249$17.0K0.00%+249New
Strategic Asset Management, LLC207$14.0K0.02%+2+1.0%Added
First Community Trust NA200$13.0K0.02%00.0%Unchanged
Independence Bank of Kentucky200$13.0K0.01%00.0%Unchanged
IAG Wealth Partners, LLC200$13.0K0.00%00.0%Unchanged
Hudock, Inc.183$12.0K0.00%+1+0.5%Added
Plante Moran Financial Advisors, LLC157$11.0K0.00%−199−55.9%Reduced
Quadrant Capital Group LLC113$8.00K0.00%−92−44.9%Reduced
HM Payson & Co100$7.00K0.00%00.0%Unchanged
Group One Trading, L.P.100$7.00K0.00%00.0%Unchanged
First PREMIER Bank100$7.00K0.00%00.0%Unchanged
Covestor Ltd85$6.00K0.00%+40+88.9%Added
American Portfolios Advisors68$4.57K0.00%00.0%Unchanged
Zions Bancorporation, N.A.53$4.00K0.00%−19−26.4%Reduced
Sofos Investments, Inc.134$4.00K0.00%+8+6.3%Added
Fieldpoint Private Securities, LLC60$4.00K0.00%+60New
Lindbrook Capital, LLC50$3.00K0.00%−33−39.8%Reduced
Pflug Koory, LLC50$3.00K0.00%00.0%Unchanged
Versant Capital Management, Inc24$2.00K0.00%00.0%Unchanged
Concord Wealth Partners24$2.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC33$2.00K0.00%+11+50.0%Added
Parallel Advisors, LLC17$1.00K0.00%+5+41.7%Added
Aua Capital Management, LLC20$1.00K0.00%00.0%Unchanged
Disciplined Investments, LLC8$1.00K0.00%+2+33.3%Added
Schubert & Co14$1.00K0.00%+8+133.3%Added
Bell Investment Advisors, Inc19$1.00K0.00%+19New
Raffa Wealth Management, LLC14$9400.00%00.0%Unchanged
Archer Investment Corp12$8060.00%00.0%Unchanged
Glassman Wealth Services7$00.00%+3+75.0%Added
First Horizon Advisors, Inc.9$00.00%+9New
Rockefeller Capital Management L.P.1$00.00%+1New
Steward Financial Group LLC14$00.00%+14New
Adage Capital Partners GP, L.L.C.0$00.00%−155,000−100.0%Sold out
DC Investments Management, LLC0$00.00%−21,554−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−19,458−100.0%Sold out
Caxton Associates LP0$00.00%−8,197−100.0%Sold out
Citadel Advisors LLC0$00.00%−8,159−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−8,090−100.0%Sold out
O'Shares Investment Advisers, LLC0$00.00%−5,808−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−5,677−100.0%Sold out
Strategic Wealth Partners, Ltd.0$00.00%−5,492−100.0%Sold out
Two Sigma Investments, LP0$00.00%−4,318−100.0%Sold out
Paloma Partners Management Co0$00.00%−4,137−100.0%Sold out
HSBC Holdings PLC0$00.00%−3,847−100.0%Sold out
Wedge Capital Management L L P0$00.00%−3,599−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−3,500−100.0%Sold out
HBK Sorce Advisory LLC0$00.00%−3,460−100.0%Sold out
ELCO Management Co., LLC0$00.00%−3,222−100.0%Sold out
Trustcore Financial Services, LLC0$00.00%−884−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−400−100.0%Sold out
Capital Advisory Group Advisory Services, LLC0$00.00%−300−100.0%Sold out
Spectrum Management Group, LLC0$00.00%−177−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−27−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−21−100.0%Sold out
Cordant, Inc.0$00.00%−13−100.0%Sold out
Toronto Dominion Bank0$00.00%−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