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, Q3 2022
Institutional positions in Otter Tail Corp as of Sep 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
- 266
- +19 vs. Q2 2022
- Shares held
- 20.4M
- +574.1K (+2.9%) vs. Q2 2022
- Total value
- $1.26B
- −$76.5M (−5.7%) vs. Q2 2022
- New holders
- 45
- 94 more added
- Sold out
- 26
- 70 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,678,985 | $287.9M | 0.01% | +128,872+2.8% | Added |
| BlackRock Inc. | 2,931,366 | $180.3M | 0.01% | −98,726−3.3% | Reduced |
| Dimensional Fund Advisors LP | 1,035,864 | $63.7M | 0.02% | +2,875+0.3% | Added |
| First Trust Advisors LP | 1,005,436 | $61.9M | 0.08% | −8,298−0.8% | Reduced |
| State Street Corp | 873,981 | $53.8M | 0.00% | −6,470−0.7% | Reduced |
| Geode Capital Management, LLC | 760,209 | $46.8M | 0.01% | +11,523+1.5% | Added |
| Gabelli Funds LLC | 725,500 | $44.6M | 0.37% | −13,400−1.8% | Reduced |
| Northern Trust Corp | 595,975 | $36.7M | 0.01% | −5,316−0.9% | Reduced |
| Nuveen Asset Management, LLC | 528,139 | $32.5M | 0.01% | −35,665−6.3% | Reduced |
| Charles Schwab Investment Management Inc | 479,162 | $29.5M | 0.01% | −15,803−3.2% | Reduced |
| Millennium Management LLC | 449,391 | $27.6M | 0.03% | +40,536+9.9% | Added |
| Bank of New York Mellon Corp | 427,599 | $26.3M | 0.01% | +18,871+4.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 345,691 | $21.3M | 0.15% | −342−0.1% | Reduced |
| Gamco Investors, Inc. Et Al | 334,450 | $20.6M | 0.24% | −16,850−4.8% | Reduced |
| Morgan Stanley | 286,281 | $17.6M | 0.00% | −310−0.1% | Reduced |
| Federated Hermes, Inc. | 239,038 | $14.7M | 0.04% | +58,643+32.5% | Added |
| Renaissance Technologies LLC | 229,314 | $14.1M | 0.02% | +15,800+7.4% | Added |
| Acadian Asset Management LLC | 193,585 | $11.9M | 0.07% | +97,432+101.3% | Added |
| Goldman Sachs Group Inc | 157,019 | $9.66M | 0.00% | +52,710+50.5% | Added |
| Victory Capital Management Inc | 154,489 | $9.50M | 0.01% | −137,612−47.1% | Reduced |
| LSV Asset Management | 143,600 | $8.83M | 0.02% | +79,500+124.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 132,520 | $8.15M | 0.04% | −24,980−15.9% | Reduced |
| Phocas Financial Corp. | 111,276 | $6.85M | 1.06% | +3,529+3.3% | Added |
| JPMorgan Chase & Co | 110,040 | $6.77M | 0.00% | +10,094+10.1% | Added |
| Qube Research & Technologies Ltd | 108,771 | $6.69M | 0.04% | +94,975+688.4% | Added |
| Prudential Financial Inc | 106,196 | $6.53M | 0.01% | −24,760−18.9% | Reduced |
| Invesco Ltd. | 99,366 | $6.11M | 0.00% | +2,467+2.5% | Added |
| Swiss National Bank | 88,800 | $5.46M | 0.00% | +600+0.7% | Added |
| Lazard Asset Management LLC | 84,317 | $5.19M | 0.01% | +8,559+11.3% | Added |
| Cubist Systematic Strategies, LLC | 83,221 | $5.12M | 0.04% | +49,929+150.0% | Added |
| Hillsdale Investment Management Inc. | 82,600 | $5.08M | 0.46% | +37,029+81.3% | Added |
| Lord, Abbett & Co. LLC | 80,231 | $4.94M | 0.02% | +80,231 | New |
| Whittier Trust Co | 65,204 | $4.01M | 0.08% | +2,657+4.2% | Added |
| First Manhattan Co | 63,983 | $3.94M | 0.02% | −1,914−2.9% | Reduced |
| Bank of America Corp | 61,996 | $3.81M | 0.00% | −7,926−11.3% | Reduced |
| New York State Common Retirement Fund | 61,269 | $3.77M | 0.01% | −89−0.1% | Reduced |
| Rhumbline Advisers | 58,998 | $3.63M | 0.01% | +3,814+6.9% | Added |
| Martingale Asset Management L P | 55,409 | $3.41M | 0.07% | −1,938−3.4% | Reduced |
| Wells Fargo & Company | 49,857 | $3.07M | 0.00% | +16,821+50.9% | Added |
| California State Teachers Retirement System | 48,485 | $2.98M | 0.01% | −1,119−2.3% | Reduced |
| Clark Capital Management Group, Inc. | 47,948 | $2.95M | 0.04% | +6,592+15.9% | Added |
| FMR LLC | 47,566 | $2.93M | 0.00% | −2,333−4.7% | Reduced |
| Alliancebernstein L.P. | 46,555 | $2.86M | 0.00% | −77,673−62.5% | Reduced |
| State Board of Administration of Florida Retirement System | 45,906 | $2.82M | 0.01% | −8,343−15.4% | Reduced |
| ExodusPoint Capital Management, LP | 45,309 | $2.79M | 0.04% | +6,147+15.7% | Added |
| North Star Investment Management Corp. | 44,212 | $2.72M | 0.27% | −16,853−27.6% | Reduced |
| AQR Capital Management LLC | 44,194 | $2.72M | 0.01% | +1,841+4.3% | Added |
| Mackenzie Financial Corp | 43,155 | $2.65M | 0.00% | +39,065+955.1% | Added |
| D. E. Shaw & Co., Inc. | 40,371 | $2.48M | 0.00% | +5,563+16.0% | Added |
| US Bancorp | 39,939 | $2.46M | 0.01% | −6,883−14.7% | Reduced |
| Marshall Wace, LLP | 37,749 | $2.32M | 0.01% | +10,101+36.5% | Added |
| Virginia Retirement Systems Et Al | 37,000 | $2.28M | 0.03% | +37,000 | New |
| First Washington CORP | 36,376 | $2.24M | 1.13% | +36,376 | New |
| Ameriprise Financial Inc | 36,401 | $2.24M | 0.00% | −6,412−15.0% | Reduced |
| Aptus Capital Advisors, LLC | 35,936 | $2.21M | 0.07% | +35,936 | New |
| Legal & General Group Plc | 35,440 | $2.18M | 0.00% | −2,116−5.6% | Reduced |
| UBS Group AG | 35,286 | $2.17M | 0.00% | +1,991+6.0% | Added |
| Whittier Trust Co of Nevada Inc | 34,279 | $2.11M | 0.09% | +2,564+8.1% | Added |
| Los Angeles Capital Management LLC | 33,117 | $2.04M | 0.01% | +8,669+35.5% | Added |
| LPL Financial LLC | 32,584 | $2.00M | 0.00% | +1,270+4.1% | Added |
| ICA Group Wealth Management, LLC | 32,355 | $1.99M | 0.42% | +70.0% | Added |
| UBS Asset Management Americas Inc | 31,201 | $1.92M | 0.00% | −10,995−26.1% | Reduced |
| State of New Jersey Common Pension Fund D | 30,990 | $1.91M | 0.01% | −4,921−13.7% | Reduced |
| Deutsche Bank AG | 30,161 | $1.86M | 0.00% | −4,520−13.0% | Reduced |
| Teacher Retirement System of Texas | 29,715 | $1.83M | 0.01% | +23,390+369.8% | Added |
| Dynamic Technology Lab Private Ltd | 26,976 | $1.66M | 0.16% | +26,976 | New |
| American Century Companies Inc | 26,806 | $1.65M | 0.00% | −10,728−28.6% | Reduced |
| Advisor Group Holdings, Inc. | 26,295 | $1.62M | 0.00% | −885−3.3% | Reduced |
| Credit Suisse AG | 25,722 | $1.58M | 0.00% | +1,478+6.1% | Added |
| Royal Bank of Canada | 24,753 | $1.52M | 0.00% | +314+1.3% | Added |
| Gotham Asset Management, LLC | 24,180 | $1.49M | 0.04% | +10,307+74.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,813 | $1.47M | 0.00% | −754−3.1% | Reduced |
| Price T Rowe Associates Inc | 23,332 | $1.44M | 0.00% | +1,180+5.3% | Added |
| Susquehanna International Group, LLP | 23,152 | $1.42M | 0.00% | +16,043+225.7% | Added |
| CWM, LLC | 23,014 | $1.42M | 0.01% | −1,947−7.8% | Reduced |
| EAM Global Investors LLC | 22,174 | $1.36M | 0.36% | +22,174 | New |
| MetLife Investment Management | 21,689 | $1.33M | 0.01% | +678+3.2% | Added |
| Allspring Global Investments Holdings, LLC | 21,093 | $1.30M | 0.00% | +10,413+97.5% | Added |
| BNP Paribas Arbitrage, SA | 21,034 | $1.29M | 0.00% | +5,075+31.8% | Added |
| Bridgeway Capital Management, LLC | 20,800 | $1.28M | 0.03% | +400+2.0% | Added |
| Horizon Investment Services, LLC | 20,753 | $1.28M | 0.92% | +10,157+95.9% | Added |
| Zacks Investment Management | 20,710 | $1.27M | 0.02% | +11,352+121.3% | Added |
| Kestra Advisory Services, LLC | 19,620 | $1.21M | 0.01% | +6,721+52.1% | Added |
| SEI Investments Co | 19,516 | $1.20M | 0.00% | −14,340−42.4% | Reduced |
| American International Group, Inc. | 19,530 | $1.20M | 0.01% | +276+1.4% | Added |
| Citadel Advisors LLC | 19,001 | $1.17M | 0.00% | +19,001 | New |
| Envestnet Asset Management Inc | 18,924 | $1.16M | 0.00% | +1,794+10.5% | Added |
| Raymond James & Associates | 17,909 | $1.10M | 0.00% | +276+1.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,444 | $1.07M | 0.00% | +5,270+43.3% | Added |
| Quadrature Capital Ltd | 17,392 | $1.07M | 0.03% | +11,045+174.0% | Added |
| STRS Ohio | 17,200 | $1.06M | 0.01% | −700−3.9% | Reduced |
| Squarepoint Ops LLC | 16,887 | $1.04M | 0.01% | +16,887 | New |
| Trexquant Investment LP | 16,718 | $1.03M | 0.04% | +16,718 | New |
| Voya Investment Management LLC | 16,299 | $1.00M | 0.00% | +30.0% | Added |
| Manufacturers Life Insurance Company, The | 16,236 | $998.8K | 0.00% | −346−2.1% | Reduced |
| Benjamin Edwards Inc | 16,090 | $990.0K | 0.30% | +16,090 | New |
| Aurora Investment Counsel | 15,835 | $974.0K | 0.74% | −3,445−17.9% | Reduced |
| Panagora Asset Management Inc | 14,729 | $906.0K | 0.01% | +4,399+42.6% | Added |
| The PNC Financial Services Group, Inc. | 14,405 | $887.0K | 0.00% | +278+2.0% | Added |
| Jane Street Group, LLC | 14,281 | $879.0K | 0.00% | +10,066+238.8% | Added |