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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 14,102 | $868.0K | 0.00% | +14,102 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 13,156 | $809.0K | 0.00% | +181+1.4% | Added |
| Commonwealth Equity Services, LLC | 12,860 | $791.0K | 0.00% | +234+1.9% | Added |
| Stifel Financial Corp | 12,774 | $786.0K | 0.00% | +9,282+265.8% | Added |
| Jackson Creek Investment Advisors LLC | 12,006 | $739.0K | 0.35% | −8,849−42.4% | 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 |
| Principal Financial Group Inc | 11,807 | $726.0K | 0.00% | −10,964−48.1% | Reduced |
| GWM Advisors LLC | 11,672 | $718.0K | 0.01% | −98−0.8% | Reduced |
| Putnam Investments LLC | 11,307 | $696.0K | 0.00% | −202−1.8% | Reduced |
| Zebra Capital Management LLC | 11,240 | $691.0K | 2.63% | −3,233−22.3% | Reduced |
| Affinity Investment Advisors, LLC | 11,138 | $685.0K | 0.36% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 10,807 | $665.0K | 0.15% | +4,093+61.0% | Added |
| Foster & Motley Inc | 10,393 | $639.0K | 0.06% | +477+4.8% | 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 |
| Arizona State Retirement System | 10,182 | $626.0K | 0.01% | +34+0.3% | Added |
| Quantbot Technologies LP | 9,911 | $609.0K | 0.05% | +2,943+42.2% | Added |
| Guggenheim Capital LLC | 9,316 | $573.0K | 0.01% | −5,092−35.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 9,233 | $568.0K | 0.00% | −2,642−22.2% | Reduced |
| Virtus Investment Advisers, Inc. | 8,782 | $540.0K | 0.25% | +8,782 | New |
| Alps Advisors Inc | 8,709 | $536.0K | 0.01% | +2,593+42.4% | Added |
| Public Employees Retirement Association of Colorado | 8,170 | $503.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 8,103 | $498.0K | 0.01% | +642+8.6% | Added |
| Russell Investments Group, Ltd. | 7,779 | $479.0K | 0.00% | +7,779 | New |
| SG Americas Securities, LLC | 7,608 | $468.0K | 0.01% | −6,068−44.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,497 | $461.0K | 0.00% | +1,325+21.5% | Added |
| XTX Topco Ltd | 7,422 | $457.0K | 0.11% | +7,422 | New |
| SNS Financial Group, LLC | 7,371 | $453.0K | 0.07% | 00.0% | Unchanged |
| First Hawaiian Bank | 7,310 | $450.0K | 0.02% | 00.0% | Unchanged |
| Navellier & Associates Inc | 7,227 | $445.0K | 0.10% | +7,227 | New |
| Bell Bank | 7,086 | $436.0K | 0.06% | +4,086+136.2% | Added |
| Csenge Advisory Group | 7,065 | $435.0K | 0.04% | +7,065 | New |
| State of Wisconsin Investment Board | 6,987 | $430.0K | 0.00% | −2,356−25.2% | Reduced |
| Truist Financial Corp | 6,962 | $429.0K | 0.00% | −5,720−45.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,868 | $422.5K | 0.04% | +6,868 | New |
| Iowa State Bank | 6,796 | $418.0K | 0.12% | 00.0% | Unchanged |
| HRT Financial LP | 6,605 | $406.0K | 0.00% | −10,410−61.2% | Reduced |
| Proequities, Inc. | 6,561 | $404.0K | 0.04% | +1,916+41.2% | Added |
| Susquehanna Fundamental Investments, LLC | 6,484 | $399.0K | 0.01% | +6,484 | New |
| Franklin Resources Inc | 6,341 | $390.0K | 0.00% | +663+11.7% | Added |
| D.A. Davidson & Co. | 6,200 | $382.0K | 0.01% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 6,100 | $375.0K | 0.07% | 00.0% | Unchanged |
| Bank of Montreal | 5,755 | $374.0K | 0.00% | −36−0.6% | Reduced |
| Aquatic Capital Management LLC | 6,000 | $369.0K | 0.04% | +6,000 | New |
| Amalgamated Bank | 5,913 | $364.0K | 0.00% | +131+2.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,835 | $359.0K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 5,800 | $357.0K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 5,644 | $347.0K | 0.01% | +5,644 | New |
| Janney Montgomery Scott LLC | 5,626 | $346.0K | 0.00% | +727+14.8% | Added |
| Lewis Capital Management, LLC | 5,450 | $335.0K | 0.51% | 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 |
| Wellington Management Group LLP | 5,293 | $326.0K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 5,214 | $321.0K | 0.00% | +5,214 | New |
| Private Advisor Group, LLC | 5,157 | $317.0K | 0.00% | −42−0.8% | Reduced |
| Hendershot Investments Inc. | 5,000 | $308.0K | 0.06% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,811 | $296.0K | 0.00% | +4,811 | New |
| 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 |
| ProShare Advisors LLC | 4,534 | $279.0K | 0.00% | −87−1.9% | Reduced |
| Cetera Advisor Networks LLC | 4,508 | $277.0K | 0.00% | −173−3.7% | Reduced |
| 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 |
| Mercer Global Advisors Inc | 4,398 | $271.0K | 0.00% | +71+1.6% | Added |
| TD Waterhouse Canada Inc. | 3,009 | $265.1K | 0.00% | +3,009 | New |
| Mariner, LLC | 4,160 | $256.0K | 0.00% | +4,160 | New |
| Accredited Investors Inc. | 4,117 | $253.0K | 0.03% | +22+0.5% | Added |
| Bremer Bank National Association | 4,103 | $252.0K | 0.06% | +1,045+34.2% | Added |
| Sawtooth Solutions, LLC | 4,051 | $249.0K | 0.04% | +290+7.7% | Added |
| James Investment Research Inc | 4,025 | $248.0K | 0.04% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 4,022 | $247.0K | 0.32% | −86−2.1% | Reduced |
| Corient Capital Partners, LLC | 3,665 | $246.0K | 0.02% | 00.0% | Unchanged |
| Alerus Financial NA | 3,987 | $245.0K | 0.02% | −39−1.0% | Reduced |
| 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 |
| 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 |
| Measured Wealth Private Client Group, LLC | 3,801 | $234.0K | 0.10% | +3,801 | New |
| RBA Wealth Management, LLC | 3,756 | $231.0K | 0.13% | +3,756 | New |
| Ifrah Financial Services, Inc. | 3,734 | $230.0K | 0.08% | −168−4.3% | Reduced |
| Alberta Investment Management Corp | 3,725 | $229.0K | 0.00% | +3,725 | New |
| Chesley Taft & Associates LLC | 3,680 | $226.0K | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,602 | $222.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| National Asset Management, Inc. | 3,557 | $219.0K | 0.01% | +3,557 | New |
| Voloridge Investment Management, LLC | 3,540 | $218.0K | 0.00% | +3,540 | New |
| Contravisory Investment Management, Inc. | 3,523 | $217.0K | 0.07% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,485 | $214.0K | 0.01% | +3,485 | New |
| Atom Investors LP | 3,330 | $205.0K | 0.07% | −764−18.7% | Reduced |
| Foundations Investment Advisors, LLC | 3,311 | $204.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,225 | $198.0K | 0.01% | +140+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 2,866 | $176.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,508 | $154.3K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,381 | $146.0K | 0.01% | +2,381 | New |
| Institutional & Family Asset Management, LLC | 2,328 | $143.0K | 0.03% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,054 | $126.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,851 | $124.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,804 | $111.0K | 0.02% | 00.0% | Unchanged |