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 |
|---|---|---|---|---|---|
| Barclays PLC | 1,795 | $110.0K | 0.00% | −269−13.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,647 | $105.0K | 0.00% | +7+0.4% | Added |
| Public Employees Retirement System of Ohio | 1,684 | $104.0K | 0.00% | −168−9.1% | Reduced |
| Citigroup Inc | 1,656 | $102.0K | 0.00% | −2,313−58.3% | Reduced |
| 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 |
| State of Wyoming | 1,533 | $94.0K | 0.05% | +1,216+383.6% | Added |
| JNBA Financial Advisors | 1,404 | $86.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,320 | $81.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,092 | $67.0K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $62.0K | 0.01% | 00.0% | Unchanged |
| Motco | 900 | $55.0K | 0.00% | +900 | New |
| Geneos Wealth Management Inc. | 742 | $45.0K | 0.00% | −512−40.8% | 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 |
| Farmers & Merchants Investments Inc | 690 | $42.0K | 0.00% | −135−16.4% | Reduced |
| Goodman Advisory Group, LLC | 667 | $41.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 819 | $38.0K | 0.00% | +19+2.4% | Added |
| Optimum Investment Advisors | 600 | $37.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 556 | $34.0K | 0.00% | +8+1.5% | Added |
| Dark Forest Capital Management LP | 534 | $33.0K | 0.01% | +285+114.5% | Added |
| Sound Income Strategies, LLC | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 365 | $25.0K | 0.00% | +49+15.5% | Added |
| Macquarie Group Ltd | 0 | $23.0K | 0.00% | −380−100.0% | Reduced |
| Allworth Financial LP | 367 | $23.0K | 0.00% | +17+4.9% | Added |
| Spire Wealth Management | 352 | $22.0K | 0.00% | −204−36.7% | Reduced |
| Tradition Wealth Management, LLC | 339 | $21.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 334 | $21.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 310 | $19.0K | 0.02% | +1+0.3% | Added |
| TD Private Client Wealth LLC | 308 | $18.9K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 295 | $18.0K | 0.00% | −130−30.6% | Reduced |
| 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 |
| Strategic Asset Management, LLC | 208 | $13.0K | 0.02% | +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 |
| Hudock, Inc. | 184 | $11.0K | 0.00% | +1+0.5% | Added |
| Plante Moran Financial Advisors, LLC | 158 | $10.0K | 0.00% | +1+0.6% | Added |
| 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 |
| 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 |
| American Portfolios Advisors | 68 | $4.18K | 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 |
| Pflug Koory, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $2.00K | 0.00% | −6−18.2% | Reduced |
| 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 |
| Raffa Wealth Management, LLC | 14 | $861 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 12 | $738 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |