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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 4 | $0 | 0.00% | −7,020−99.9% | Reduced |
| First Horizon Advisors, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 13 | $0 | 0.00% | +13 | New |
| TCI Wealth Advisors, Inc. | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| Archer Investment Corp | 12 | $738 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $861 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 19 | $1.00K | 0.00% | −66−77.6% | Reduced |
| Versant Capital Management, Inc | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $1.00K | 0.00% | +1+12.5% | Added |
| Schubert & Co | 17 | $1.00K | 0.00% | +3+21.4% | Added |
| Raleigh Capital Management Inc. | 21 | $1.00K | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 27 | $2.00K | 0.00% | −6−18.2% | Reduced |
| Pflug Koory, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 59 | $4.00K | 0.00% | −54−47.8% | Reduced |
| Bell Investment Advisors, Inc | 65 | $4.00K | 0.00% | +46+242.1% | Added |
| American Portfolios Advisors | 68 | $4.18K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 89 | $5.00K | 0.00% | +39+78.0% | Added |
| Wipfli Financial Advisors LLC, | 83 | $5.00K | 0.00% | +83 | New |
| EdgeRock Capital LLC | 77 | $5.00K | 0.00% | +77 | New |
| HM Payson & Co | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 158 | $10.0K | 0.00% | +1+0.6% | Added |
| Hudock, Inc. | 184 | $11.0K | 0.00% | +1+0.5% | Added |
| First Community Trust NA | 200 | $12.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 208 | $13.0K | 0.02% | +1+0.5% | Added |
| EverSource Wealth Advisors, LLC | 221 | $14.0K | 0.00% | −1,084−83.1% | Reduced |
| National Bank of Canada | 229 | $14.0K | 0.00% | +229 | New |
| Gladius Capital Management LP | 215 | $14.0K | 0.00% | +215 | New |
| DekaBank Deutsche Girozentrale | 295 | $18.0K | 0.00% | −130−30.6% | Reduced |
| TD Private Client Wealth LLC | 308 | $18.9K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 310 | $19.0K | 0.02% | +1+0.3% | Added |
| Tradition Wealth Management, LLC | 339 | $21.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 334 | $21.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 352 | $22.0K | 0.00% | −204−36.7% | Reduced |
| Macquarie Group Ltd | 0 | $23.0K | 0.00% | −380−100.0% | Reduced |
| Allworth Financial LP | 367 | $23.0K | 0.00% | +17+4.9% | Added |
| Ronald Blue Trust, Inc. | 365 | $25.0K | 0.00% | +49+15.5% | Added |
| Sound Income Strategies, LLC | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 534 | $33.0K | 0.01% | +285+114.5% | Added |
| Signaturefd, LLC | 556 | $34.0K | 0.00% | +8+1.5% | Added |
| Optimum Investment Advisors | 600 | $37.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 819 | $38.0K | 0.00% | +19+2.4% | Added |
| Goodman Advisory Group, LLC | 667 | $41.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 690 | $42.0K | 0.00% | −135−16.4% | Reduced |
| Fifth Third Bancorp | 700 | $43.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 700 | $43.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 742 | $45.0K | 0.00% | −512−40.8% | Reduced |
| Motco | 900 | $55.0K | 0.00% | +900 | New |
| Hussman Strategic Advisors, Inc. | 1,000 | $62.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,092 | $67.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,320 | $81.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,404 | $86.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,533 | $94.0K | 0.05% | +1,216+383.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,536 | $95.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,538 | $95.0K | 0.00% | +1,538 | New |
| Citigroup Inc | 1,656 | $102.0K | 0.00% | −2,313−58.3% | Reduced |
| Public Employees Retirement System of Ohio | 1,684 | $104.0K | 0.00% | −168−9.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,647 | $105.0K | 0.00% | +7+0.4% | Added |
| Barclays PLC | 1,795 | $110.0K | 0.00% | −269−13.0% | Reduced |
| Private Trust Co NA | 1,804 | $111.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,851 | $124.0K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,054 | $126.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,328 | $143.0K | 0.03% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,381 | $146.0K | 0.01% | +2,381 | New |
| Metropolitan Life Insurance Co | 2,508 | $154.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,866 | $176.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,225 | $198.0K | 0.01% | +140+4.5% | Added |
| Foundations Investment Advisors, LLC | 3,311 | $204.0K | 0.01% | 00.0% | Unchanged |
| Atom Investors LP | 3,330 | $205.0K | 0.07% | −764−18.7% | Reduced |
| Hancock Whitney Corp | 3,485 | $214.0K | 0.01% | +3,485 | New |
| Contravisory Investment Management, Inc. | 3,523 | $217.0K | 0.07% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 3,540 | $218.0K | 0.00% | +3,540 | New |
| National Asset Management, Inc. | 3,557 | $219.0K | 0.01% | +3,557 | New |
| New York State Teachers Retirement System | 3,600 | $221.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,599 | $221.0K | 0.02% | +3,599 | New |
| NorthRock Partners, LLC | 3,602 | $222.0K | 0.03% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 3,680 | $226.0K | 0.02% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 3,725 | $229.0K | 0.00% | +3,725 | New |
| Ifrah Financial Services, Inc. | 3,734 | $230.0K | 0.08% | −168−4.3% | Reduced |
| RBA Wealth Management, LLC | 3,756 | $231.0K | 0.13% | +3,756 | New |
| Measured Wealth Private Client Group, LLC | 3,801 | $234.0K | 0.10% | +3,801 | New |
| AdvisorNet Financial, Inc | 3,838 | $236.0K | 0.02% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 3,839 | $236.0K | 0.02% | +548+16.7% | Added |
| Valtinson Bruner Financial Planning LLC | 3,922 | $241.0K | 0.15% | −11−0.3% | Reduced |
| Baird Financial Group, Inc. | 3,918 | $241.0K | 0.00% | +3,918 | New |
| Alerus Financial NA | 3,987 | $245.0K | 0.02% | −39−1.0% | Reduced |
| Corient Capital Partners, LLC | 3,665 | $246.0K | 0.02% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 4,022 | $247.0K | 0.32% | −86−2.1% | Reduced |
| James Investment Research Inc | 4,025 | $248.0K | 0.04% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 4,051 | $249.0K | 0.04% | +290+7.7% | Added |
| Bremer Bank National Association | 4,103 | $252.0K | 0.06% | +1,045+34.2% | Added |
| Accredited Investors Inc. | 4,117 | $253.0K | 0.03% | +22+0.5% | Added |
| Mariner, LLC | 4,160 | $256.0K | 0.00% | +4,160 | New |