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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 3,009 | $265.1K | 0.00% | +3,009 | New |
| Mercer Global Advisors Inc | 4,398 | $271.0K | 0.00% | +71+1.6% | Added |
| Johnson Midwest Financial, LLC | 4,482 | $276.0K | 1.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,479 | $276.0K | 0.00% | +2,991+201.0% | Added |
| Cetera Advisor Networks LLC | 4,508 | $277.0K | 0.00% | −173−3.7% | Reduced |
| ProShare Advisors LLC | 4,534 | $279.0K | 0.00% | −87−1.9% | Reduced |
| Creative Planning | 4,710 | $290.0K | 0.00% | +349+8.0% | Added |
| Triasima Portfolio Management inc. | 4,710 | $290.0K | 0.02% | +4,710 | New |
| Ci Investments Inc. | 4,811 | $296.0K | 0.00% | +4,811 | New |
| Hendershot Investments Inc. | 5,000 | $308.0K | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,157 | $317.0K | 0.00% | −42−0.8% | Reduced |
| Balyasny Asset Management LLC | 5,214 | $321.0K | 0.00% | +5,214 | New |
| Wellington Management Group LLP | 5,293 | $326.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 5,326 | $328.0K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 5,324 | $328.0K | 0.00% | +5,324 | New |
| Lewis Capital Management, LLC | 5,450 | $335.0K | 0.51% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 5,626 | $346.0K | 0.00% | +727+14.8% | Added |
| Graham Capital Management, L.P. | 5,644 | $347.0K | 0.01% | +5,644 | New |
| Bailard, Inc. | 5,800 | $357.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,835 | $359.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,913 | $364.0K | 0.00% | +131+2.3% | Added |
| Aquatic Capital Management LLC | 6,000 | $369.0K | 0.04% | +6,000 | New |
| Bank of Montreal | 5,755 | $374.0K | 0.00% | −36−0.6% | Reduced |
| North Point Portfolio Managers Corp | 6,100 | $375.0K | 0.07% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 6,200 | $382.0K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 6,341 | $390.0K | 0.00% | +663+11.7% | Added |
| Susquehanna Fundamental Investments, LLC | 6,484 | $399.0K | 0.01% | +6,484 | New |
| Proequities, Inc. | 6,561 | $404.0K | 0.04% | +1,916+41.2% | Added |
| HRT Financial LP | 6,605 | $406.0K | 0.00% | −10,410−61.2% | Reduced |
| Iowa State Bank | 6,796 | $418.0K | 0.12% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 6,868 | $422.5K | 0.04% | +6,868 | New |
| Truist Financial Corp | 6,962 | $429.0K | 0.00% | −5,720−45.1% | Reduced |
| State of Wisconsin Investment Board | 6,987 | $430.0K | 0.00% | −2,356−25.2% | Reduced |
| Csenge Advisory Group | 7,065 | $435.0K | 0.04% | +7,065 | New |
| Bell Bank | 7,086 | $436.0K | 0.06% | +4,086+136.2% | Added |
| Navellier & Associates Inc | 7,227 | $445.0K | 0.10% | +7,227 | New |
| First Hawaiian Bank | 7,310 | $450.0K | 0.02% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 7,371 | $453.0K | 0.07% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,422 | $457.0K | 0.11% | +7,422 | New |
| Cambridge Investment Research Advisors, Inc. | 7,497 | $461.0K | 0.00% | +1,325+21.5% | Added |
| SG Americas Securities, LLC | 7,608 | $468.0K | 0.01% | −6,068−44.4% | Reduced |
| Russell Investments Group, Ltd. | 7,779 | $479.0K | 0.00% | +7,779 | New |
| New York Life Investment Management LLC | 8,103 | $498.0K | 0.01% | +642+8.6% | Added |
| Public Employees Retirement Association of Colorado | 8,170 | $503.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 8,709 | $536.0K | 0.01% | +2,593+42.4% | Added |
| Virtus Investment Advisers, Inc. | 8,782 | $540.0K | 0.25% | +8,782 | New |
| Mitsubishi UFJ Trust & Banking Corp | 9,233 | $568.0K | 0.00% | −2,642−22.2% | Reduced |
| Guggenheim Capital LLC | 9,316 | $573.0K | 0.01% | −5,092−35.3% | Reduced |
| Quantbot Technologies LP | 9,911 | $609.0K | 0.05% | +2,943+42.2% | Added |
| Arizona State Retirement System | 10,182 | $626.0K | 0.01% | +34+0.3% | Added |
| Jump Financial, LLC | 10,200 | $628.0K | 0.02% | −11,800−53.6% | Reduced |
| KBC Group NV | 10,205 | $628.0K | 0.00% | +521+5.4% | Added |
| Foster & Motley Inc | 10,393 | $639.0K | 0.06% | +477+4.8% | Added |
| Campbell & CO Investment Adviser LLC | 10,807 | $665.0K | 0.15% | +4,093+61.0% | Added |
| Affinity Investment Advisors, LLC | 11,138 | $685.0K | 0.36% | 00.0% | Unchanged |
| Zebra Capital Management LLC | 11,240 | $691.0K | 2.63% | −3,233−22.3% | Reduced |
| Putnam Investments LLC | 11,307 | $696.0K | 0.00% | −202−1.8% | Reduced |
| GWM Advisors LLC | 11,672 | $718.0K | 0.01% | −98−0.8% | Reduced |
| Principal Financial Group Inc | 11,807 | $726.0K | 0.00% | −10,964−48.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 12,000 | $738.0K | 0.13% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 11,992 | $738.0K | 0.02% | +4,400+58.0% | Added |
| Jackson Creek Investment Advisors LLC | 12,006 | $739.0K | 0.35% | −8,849−42.4% | Reduced |
| Stifel Financial Corp | 12,774 | $786.0K | 0.00% | +9,282+265.8% | Added |
| Commonwealth Equity Services, LLC | 12,860 | $791.0K | 0.00% | +234+1.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 13,156 | $809.0K | 0.00% | +181+1.4% | Added |
| Two Sigma Investments, LP | 14,102 | $868.0K | 0.00% | +14,102 | New |
| Jane Street Group, LLC | 14,281 | $879.0K | 0.00% | +10,066+238.8% | Added |
| The PNC Financial Services Group, Inc. | 14,405 | $887.0K | 0.00% | +278+2.0% | Added |
| Panagora Asset Management Inc | 14,729 | $906.0K | 0.01% | +4,399+42.6% | Added |
| Aurora Investment Counsel | 15,835 | $974.0K | 0.74% | −3,445−17.9% | Reduced |
| Benjamin Edwards Inc | 16,090 | $990.0K | 0.30% | +16,090 | New |
| Manufacturers Life Insurance Company, The | 16,236 | $998.8K | 0.00% | −346−2.1% | Reduced |
| Voya Investment Management LLC | 16,299 | $1.00M | 0.00% | +30.0% | Added |
| Trexquant Investment LP | 16,718 | $1.03M | 0.04% | +16,718 | New |
| Squarepoint Ops LLC | 16,887 | $1.04M | 0.01% | +16,887 | New |
| STRS Ohio | 17,200 | $1.06M | 0.01% | −700−3.9% | Reduced |
| Quadrature Capital Ltd | 17,392 | $1.07M | 0.03% | +11,045+174.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,444 | $1.07M | 0.00% | +5,270+43.3% | Added |
| Raymond James & Associates | 17,909 | $1.10M | 0.00% | +276+1.6% | Added |
| Envestnet Asset Management Inc | 18,924 | $1.16M | 0.00% | +1,794+10.5% | Added |
| Citadel Advisors LLC | 19,001 | $1.17M | 0.00% | +19,001 | New |
| American International Group, Inc. | 19,530 | $1.20M | 0.01% | +276+1.4% | Added |
| SEI Investments Co | 19,516 | $1.20M | 0.00% | −14,340−42.4% | Reduced |
| Kestra Advisory Services, LLC | 19,620 | $1.21M | 0.01% | +6,721+52.1% | Added |
| Zacks Investment Management | 20,710 | $1.27M | 0.02% | +11,352+121.3% | Added |
| Horizon Investment Services, LLC | 20,753 | $1.28M | 0.92% | +10,157+95.9% | Added |
| Bridgeway Capital Management, LLC | 20,800 | $1.28M | 0.03% | +400+2.0% | Added |
| BNP Paribas Arbitrage, SA | 21,034 | $1.29M | 0.00% | +5,075+31.8% | Added |
| Allspring Global Investments Holdings, LLC | 21,093 | $1.30M | 0.00% | +10,413+97.5% | Added |
| MetLife Investment Management | 21,689 | $1.33M | 0.01% | +678+3.2% | Added |
| EAM Global Investors LLC | 22,174 | $1.36M | 0.36% | +22,174 | New |
| CWM, LLC | 23,014 | $1.42M | 0.01% | −1,947−7.8% | Reduced |
| Susquehanna International Group, LLP | 23,152 | $1.42M | 0.00% | +16,043+225.7% | Added |
| Price T Rowe Associates Inc | 23,332 | $1.44M | 0.00% | +1,180+5.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,813 | $1.47M | 0.00% | −754−3.1% | Reduced |
| Gotham Asset Management, LLC | 24,180 | $1.49M | 0.04% | +10,307+74.3% | Added |
| Royal Bank of Canada | 24,753 | $1.52M | 0.00% | +314+1.3% | Added |
| Credit Suisse AG | 25,722 | $1.58M | 0.00% | +1,478+6.1% | Added |
| Advisor Group Holdings, Inc. | 26,295 | $1.62M | 0.00% | −885−3.3% | Reduced |
| American Century Companies Inc | 26,806 | $1.65M | 0.00% | −10,728−28.6% | Reduced |