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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 26,976 | $1.66M | 0.16% | +26,976 | New |
| Teacher Retirement System of Texas | 29,715 | $1.83M | 0.01% | +23,390+369.8% | Added |
| Deutsche Bank AG | 30,161 | $1.86M | 0.00% | −4,520−13.0% | Reduced |
| State of New Jersey Common Pension Fund D | 30,990 | $1.91M | 0.01% | −4,921−13.7% | Reduced |
| UBS Asset Management Americas Inc | 31,201 | $1.92M | 0.00% | −10,995−26.1% | Reduced |
| ICA Group Wealth Management, LLC | 32,355 | $1.99M | 0.42% | +70.0% | Added |
| LPL Financial LLC | 32,584 | $2.00M | 0.00% | +1,270+4.1% | Added |
| Los Angeles Capital Management LLC | 33,117 | $2.04M | 0.01% | +8,669+35.5% | Added |
| Whittier Trust Co of Nevada Inc | 34,279 | $2.11M | 0.09% | +2,564+8.1% | Added |
| UBS Group AG | 35,286 | $2.17M | 0.00% | +1,991+6.0% | Added |
| Legal & General Group Plc | 35,440 | $2.18M | 0.00% | −2,116−5.6% | Reduced |
| Aptus Capital Advisors, LLC | 35,936 | $2.21M | 0.07% | +35,936 | New |
| Ameriprise Financial Inc | 36,401 | $2.24M | 0.00% | −6,412−15.0% | Reduced |
| First Washington CORP | 36,376 | $2.24M | 1.13% | +36,376 | New |
| Virginia Retirement Systems Et Al | 37,000 | $2.28M | 0.03% | +37,000 | New |
| Marshall Wace, LLP | 37,749 | $2.32M | 0.01% | +10,101+36.5% | Added |
| US Bancorp | 39,939 | $2.46M | 0.01% | −6,883−14.7% | Reduced |
| D. E. Shaw & Co., Inc. | 40,371 | $2.48M | 0.00% | +5,563+16.0% | Added |
| Mackenzie Financial Corp | 43,155 | $2.65M | 0.00% | +39,065+955.1% | Added |
| AQR Capital Management LLC | 44,194 | $2.72M | 0.01% | +1,841+4.3% | Added |
| North Star Investment Management Corp. | 44,212 | $2.72M | 0.27% | −16,853−27.6% | Reduced |
| ExodusPoint Capital Management, LP | 45,309 | $2.79M | 0.04% | +6,147+15.7% | Added |
| State Board of Administration of Florida Retirement System | 45,906 | $2.82M | 0.01% | −8,343−15.4% | Reduced |
| Alliancebernstein L.P. | 46,555 | $2.86M | 0.00% | −77,673−62.5% | Reduced |
| FMR LLC | 47,566 | $2.93M | 0.00% | −2,333−4.7% | Reduced |
| Clark Capital Management Group, Inc. | 47,948 | $2.95M | 0.04% | +6,592+15.9% | Added |
| California State Teachers Retirement System | 48,485 | $2.98M | 0.01% | −1,119−2.3% | Reduced |
| Wells Fargo & Company | 49,857 | $3.07M | 0.00% | +16,821+50.9% | Added |
| Martingale Asset Management L P | 55,409 | $3.41M | 0.07% | −1,938−3.4% | Reduced |
| Rhumbline Advisers | 58,998 | $3.63M | 0.01% | +3,814+6.9% | Added |
| New York State Common Retirement Fund | 61,269 | $3.77M | 0.01% | −89−0.1% | Reduced |
| Bank of America Corp | 61,996 | $3.81M | 0.00% | −7,926−11.3% | Reduced |
| First Manhattan Co | 63,983 | $3.94M | 0.02% | −1,914−2.9% | Reduced |
| Whittier Trust Co | 65,204 | $4.01M | 0.08% | +2,657+4.2% | Added |
| Lord, Abbett & Co. LLC | 80,231 | $4.94M | 0.02% | +80,231 | New |
| Hillsdale Investment Management Inc. | 82,600 | $5.08M | 0.46% | +37,029+81.3% | Added |
| Cubist Systematic Strategies, LLC | 83,221 | $5.12M | 0.04% | +49,929+150.0% | Added |
| Lazard Asset Management LLC | 84,317 | $5.19M | 0.01% | +8,559+11.3% | Added |
| Swiss National Bank | 88,800 | $5.46M | 0.00% | +600+0.7% | Added |
| Invesco Ltd. | 99,366 | $6.11M | 0.00% | +2,467+2.5% | Added |
| Prudential Financial Inc | 106,196 | $6.53M | 0.01% | −24,760−18.9% | Reduced |
| Qube Research & Technologies Ltd | 108,771 | $6.69M | 0.04% | +94,975+688.4% | Added |
| JPMorgan Chase & Co | 110,040 | $6.77M | 0.00% | +10,094+10.1% | Added |
| Phocas Financial Corp. | 111,276 | $6.85M | 1.06% | +3,529+3.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 132,520 | $8.15M | 0.04% | −24,980−15.9% | Reduced |
| LSV Asset Management | 143,600 | $8.83M | 0.02% | +79,500+124.0% | Added |
| Victory Capital Management Inc | 154,489 | $9.50M | 0.01% | −137,612−47.1% | Reduced |
| Goldman Sachs Group Inc | 157,019 | $9.66M | 0.00% | +52,710+50.5% | Added |
| Acadian Asset Management LLC | 193,585 | $11.9M | 0.07% | +97,432+101.3% | Added |
| Renaissance Technologies LLC | 229,314 | $14.1M | 0.02% | +15,800+7.4% | Added |
| Federated Hermes, Inc. | 239,038 | $14.7M | 0.04% | +58,643+32.5% | Added |
| Morgan Stanley | 286,281 | $17.6M | 0.00% | −310−0.1% | Reduced |
| Gamco Investors, Inc. Et Al | 334,450 | $20.6M | 0.24% | −16,850−4.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 345,691 | $21.3M | 0.15% | −342−0.1% | Reduced |
| Bank of New York Mellon Corp | 427,599 | $26.3M | 0.01% | +18,871+4.6% | Added |
| Millennium Management LLC | 449,391 | $27.6M | 0.03% | +40,536+9.9% | Added |
| Charles Schwab Investment Management Inc | 479,162 | $29.5M | 0.01% | −15,803−3.2% | Reduced |
| Nuveen Asset Management, LLC | 528,139 | $32.5M | 0.01% | −35,665−6.3% | Reduced |
| Northern Trust Corp | 595,975 | $36.7M | 0.01% | −5,316−0.9% | Reduced |
| Gabelli Funds LLC | 725,500 | $44.6M | 0.37% | −13,400−1.8% | Reduced |
| Geode Capital Management, LLC | 760,209 | $46.8M | 0.01% | +11,523+1.5% | Added |
| State Street Corp | 873,981 | $53.8M | 0.00% | −6,470−0.7% | Reduced |
| First Trust Advisors LP | 1,005,436 | $61.9M | 0.08% | −8,298−0.8% | Reduced |
| Dimensional Fund Advisors LP | 1,035,864 | $63.7M | 0.02% | +2,875+0.3% | Added |
| BlackRock Inc. | 2,931,366 | $180.3M | 0.01% | −98,726−3.3% | Reduced |
| Vanguard Group Inc | 4,678,985 | $287.9M | 0.01% | +128,872+2.8% | Added |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −83,186−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −36,800−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −13,391−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −11,142−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −10,667−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −8,249−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −5,618−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,690−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −3,837−100.0% | Sold out |
| Mairs & Power Inc | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,762−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −3,675−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −3,331−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −3,119−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −3,105−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −3,036−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −2,710−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −2,336−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −656−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Coldstream Capital Management Inc | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |