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, Q4 2022
Institutional positions in Otter Tail Corp as of Dec 31, 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
- 249
- −13 vs. Q3 2022
- Shares held
- 20.3M
- −118.4K (−0.6%) vs. Q3 2022
- Total value
- $1.19B
- −$65.2M (−5.2%) vs. Q3 2022
- New holders
- 36
- 82 more added
- Sold out
- 49
- 85 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,908,646 | $288.2M | 0.01% | +229,661+4.9% | Added |
| BlackRock Inc. | 3,134,226 | $184.0M | 0.01% | +202,860+6.9% | Added |
| First Trust Advisors LP | 1,285,555 | $75.5M | 0.09% | +280,119+27.9% | Added |
| Dimensional Fund Advisors LP | 1,038,034 | $60.9M | 0.02% | +2,170+0.2% | Added |
| State Street Corp | 871,656 | $51.2M | 0.00% | −2,325−0.3% | Reduced |
| Geode Capital Management, LLC | 787,689 | $46.2M | 0.01% | +27,480+3.6% | Added |
| Gabelli Funds LLC | 731,000 | $42.9M | 0.33% | +5,500+0.8% | Added |
| Northern Trust Corp | 600,060 | $35.2M | 0.01% | +4,085+0.7% | Added |
| Nuveen Asset Management, LLC | 510,157 | $30.0M | 0.01% | −17,982−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 493,096 | $28.9M | 0.01% | +13,934+2.9% | Added |
| Bank of New York Mellon Corp | 419,154 | $24.6M | 0.01% | −8,445−2.0% | Reduced |
| Gamco Investors, Inc. Et Al | 340,750 | $20.0M | 0.22% | +6,300+1.9% | Added |
| Morgan Stanley | 243,282 | $14.3M | 0.00% | −42,999−15.0% | Reduced |
| Federated Hermes, Inc. | 241,939 | $14.2M | 0.04% | +2,901+1.2% | Added |
| LSV Asset Management | 207,016 | $12.2M | 0.03% | +63,416+44.2% | Added |
| Millennium Management LLC | 197,959 | $11.6M | 0.01% | −251,432−55.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 166,806 | $9.79M | 0.06% | −178,885−51.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 163,910 | $9.62M | 0.04% | +31,390+23.7% | Added |
| Marshall Wace, LLP | 138,123 | $8.11M | 0.02% | +100,374+265.9% | Added |
| Renaissance Technologies LLC | 135,304 | $7.94M | 0.01% | −94,010−41.0% | Reduced |
| Acadian Asset Management LLC | 124,013 | $7.27M | 0.04% | −69,572−35.9% | Reduced |
| JPMorgan Chase & Co | 112,741 | $6.62M | 0.00% | +2,701+2.5% | Added |
| Phocas Financial Corp. | 111,122 | $6.52M | 0.94% | −154−0.1% | Reduced |
| Swiss National Bank | 90,400 | $5.31M | 0.00% | +1,600+1.8% | Added |
| First Washington CORP | 90,210 | $5.30M | 2.59% | +53,834+148.0% | Added |
| Prudential Financial Inc | 87,941 | $5.16M | 0.01% | −18,255−17.2% | Reduced |
| Invesco Ltd. | 76,225 | $4.48M | 0.00% | −23,141−23.3% | Reduced |
| New York State Common Retirement Fund | 76,187 | $4.47M | 0.01% | +14,918+24.3% | Added |
| Goldman Sachs Group Inc | 74,063 | $4.35M | 0.00% | −82,956−52.8% | Reduced |
| Hillsdale Investment Management Inc. | 70,100 | $4.12M | 0.35% | −12,500−15.1% | Reduced |
| Bank of America Corp | 68,617 | $4.03M | 0.00% | +6,621+10.7% | Added |
| Brandywine Global Investment Management, LLC | 66,331 | $3.89M | 0.03% | +66,331 | New |
| Whittier Trust Co | 64,963 | $3.81M | 0.07% | −241−0.4% | Reduced |
| Rhumbline Advisers | 63,526 | $3.73M | 0.01% | +4,528+7.7% | Added |
| First Manhattan Co | 62,818 | $3.69M | 0.01% | −1,165−1.8% | Reduced |
| Cubist Systematic Strategies, LLC | 59,829 | $3.51M | 0.03% | −23,392−28.1% | Reduced |
| Martingale Asset Management L P | 58,516 | $3.44M | 0.07% | +3,107+5.6% | Added |
| Victory Capital Management Inc | 50,454 | $2.96M | 0.00% | −104,035−67.3% | Reduced |
| California State Teachers Retirement System | 49,025 | $2.88M | 0.00% | +540+1.1% | Added |
| Qube Research & Technologies Ltd | 48,618 | $2.85M | 0.02% | −60,153−55.3% | Reduced |
| Alliancebernstein L.P. | 46,393 | $2.72M | 0.00% | −162−0.3% | Reduced |
| UBS Group AG | 45,589 | $2.68M | 0.00% | +10,303+29.2% | Added |
| Mackenzie Financial Corp | 44,864 | $2.63M | 0.00% | +1,709+4.0% | Added |
| North Star Investment Management Corp. | 44,350 | $2.60M | 0.23% | +138+0.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 44,014 | $2.58M | 0.01% | +30,858+234.6% | Added |
| FMR LLC | 42,993 | $2.52M | 0.00% | −4,573−9.6% | Reduced |
| AQR Capital Management LLC | 42,511 | $2.50M | 0.01% | −1,683−3.8% | Reduced |
| State Board of Administration of Florida Retirement System | 41,199 | $2.42M | 0.01% | −4,707−10.3% | Reduced |
| State of New Jersey Common Pension Fund D | 40,306 | $2.37M | 0.01% | +9,316+30.1% | Added |
| Virginia Retirement Systems Et Al | 40,300 | $2.37M | 0.02% | +3,300+8.9% | Added |
| Aptus Capital Advisors, LLC | 39,954 | $2.35M | 0.08% | +4,018+11.2% | Added |
| US Bancorp | 39,532 | $2.32M | 0.00% | −407−1.0% | Reduced |
| Susquehanna International Group, LLP | 39,236 | $2.30M | 0.00% | +16,084+69.5% | Added |
| Vident Investment Advisory, LLC | 38,893 | $2.28M | 0.09% | +38,893 | New |
| Deutsche Bank AG | 37,837 | $2.22M | 0.00% | +7,676+25.5% | Added |
| Denali Advisors LLC | 35,826 | $2.10M | 0.88% | +35,826 | New |
| Ameriprise Financial Inc | 35,662 | $2.09M | 0.00% | −739−2.0% | Reduced |
| Assenagon Asset Management S.A. | 34,902 | $2.05M | 0.01% | +34,902 | New |
| Legal & General Group Plc | 33,986 | $2.00M | 0.00% | −1,454−4.1% | Reduced |
| LPL Financial LLC | 33,032 | $1.94M | 0.00% | +448+1.4% | Added |
| Whittier Trust Co of Nevada Inc | 32,641 | $1.92M | 0.08% | −1,638−4.8% | Reduced |
| Squarepoint Ops LLC | 31,951 | $1.88M | 0.01% | +15,064+89.2% | Added |
| Wells Fargo & Company | 30,208 | $1.77M | 0.00% | −19,649−39.4% | Reduced |
| UBS Asset Management Americas Inc | 29,880 | $1.75M | 0.00% | −1,321−4.2% | Reduced |
| Royal Bank of Canada | 29,330 | $1.72M | 0.00% | +4,577+18.5% | Added |
| Kestra Advisory Services, LLC | 27,467 | $1.61M | 0.01% | +7,847+40.0% | Added |
| Credit Suisse AG | 27,057 | $1.59M | 0.00% | +1,335+5.2% | Added |
| American Century Companies Inc | 26,830 | $1.58M | 0.00% | +24+0.1% | Added |
| Tudor Investment Corp Et Al | 26,258 | $1.54M | 0.04% | +14,266+119.0% | Added |
| Advisor Group Holdings, Inc. | 26,078 | $1.53M | 0.00% | −217−0.8% | Reduced |
| Price T Rowe Associates Inc | 24,359 | $1.43M | 0.00% | +1,027+4.4% | Added |
| Gotham Asset Management, LLC | 23,979 | $1.41M | 0.04% | −201−0.8% | Reduced |
| ExodusPoint Capital Management, LP | 23,516 | $1.38M | 0.02% | −21,793−48.1% | Reduced |
| CWM, LLC | 23,073 | $1.35M | 0.01% | +59+0.3% | Added |
| Citadel Advisors LLC | 22,478 | $1.32M | 0.00% | +3,477+18.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 22,317 | $1.31M | 0.00% | −1,496−6.3% | Reduced |
| Gateway Wealth Partners, LLC | 22,211 | $1.30M | 0.22% | +22,211 | New |
| MetLife Investment Management | 21,689 | $1.27M | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 21,079 | $1.24M | 0.00% | −14−0.1% | Reduced |
| Bridgeway Capital Management, LLC | 20,800 | $1.22M | 0.03% | 00.0% | Unchanged |
| American International Group, Inc. | 19,459 | $1.14M | 0.01% | −71−0.4% | Reduced |
| Los Angeles Capital Management LLC | 19,155 | $1.12M | 0.01% | −13,962−42.2% | Reduced |
| Raymond James & Associates | 18,459 | $1.08M | 0.00% | +550+3.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,645 | $1.04M | 0.00% | +201+1.2% | Added |
| Susquehanna Fundamental Investments, LLC | 17,612 | $1.03M | 0.02% | +11,128+171.6% | Added |
| Truist Financial Corp | 17,276 | $1.01M | 0.00% | +10,314+148.1% | Added |
| Benjamin Edwards Inc | 16,446 | $966.0K | 0.25% | +356+2.2% | Added |
| Manufacturers Life Insurance Company, The | 16,399 | $962.8K | 0.00% | +163+1.0% | Added |
| Voya Investment Management LLC | 16,299 | $956.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15,547 | $912.8K | 0.00% | +1,142+7.9% | Added |
| BNP Paribas Arbitrage, SA | 15,523 | $911.4K | 0.00% | −5,511−26.2% | Reduced |
| ICA Group Wealth Management, LLC | 15,324 | $899.7K | 0.21% | −17,031−52.6% | Reduced |
| Envestnet Asset Management Inc | 15,074 | $885.0K | 0.00% | −3,850−20.3% | Reduced |
| SG Americas Securities, LLC | 14,914 | $876.0K | 0.01% | +7,306+96.0% | Added |
| Schonfeld Strategic Advisors LLC | 14,400 | $845.4K | 0.01% | +14,400 | New |
| Dynamic Technology Lab Private Ltd | 13,980 | $821.0K | 0.08% | −12,996−48.2% | Reduced |
| Trexquant Investment LP | 12,655 | $743.0K | 0.02% | −4,063−24.3% | Reduced |
| Commonwealth Equity Services, LLC | 12,389 | $727.0K | 0.00% | −471−3.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 12,000 | $704.5K | 0.11% | 00.0% | Unchanged |
| Man Group plc | 11,850 | $695.7K | 0.00% | +11,850 | New |