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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.

Q4 2022 vs. Q3 2022

How the institutions holding Otter Tail Corp changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of OTTR: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders2664249−13
Shares20.4M4.02K20.3M−118.4K (−0.6%)
Value$1.26B$268.2K$1.19B−$65.2M (−5.2%)

4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held Otter Tail Corp at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to OTTR in Q4 2022
InstitutionSharesValue% of portfolio
Brandywine Global Investment Management, LLC66,331$3.89M0.03%
Vident Investment Advisory, LLC38,893$2.28M0.09%
Denali Advisors LLC35,826$2.10M0.88%
Assenagon Asset Management S.A.34,902$2.05M0.01%
Gateway Wealth Partners, LLC22,211$1.30M0.22%
Schonfeld Strategic Advisors LLC14,400$845.4K0.01%
Man Group plc11,850$695.7K0.00%
Occudo Quantitative Strategies LP11,370$667.5K0.08%
Wesbanco Bank Inc9,273$544.0K0.02%
Janus Henderson Group PLC8,968$526.4K0.00%
Engineers Gate Manager LP8,696$510.5K0.03%
Ensign Peak Advisors, Inc8,400$493.2K0.00%
Westwood Holdings Group Inc.7,258$426.0K0.00%
Total Clarity Wealth Management, Inc.7,144$419.4K0.21%
Pictet Asset Management SA6,801$399.0K0.00%
Coldstream Capital Management Inc6,033$354.2K0.01%
Dorsey & Whitney Trust CO LLC5,310$311.8K0.03%
Opus Capital Group, LLC5,266$309.0K0.06%
International Assets Investment Management, LLC4,874$286.1K0.03%
PDT Partners, LLC4,498$264.1K0.04%
Versor Investments LP3,900$229.0K0.02%
Wedge Capital Management L L P3,702$217.0K0.00%
Flagship Harbor Advisors, LLC3,688$216.5K0.02%
Affiance Financial, LLC1,275$74.9K0.03%
Armstrong Advisory Group, Inc1,000$58.7K0.01%
Fiduciary Alliance LLC876$51.4K0.01%
Goodwin Investment Advisory180$10.6K0.01%
Accurate Wealth Management, LLC155$9.47K0.00%
Stonebridge Capital Advisors LLC100$5.87K0.00%
Farther Finance Advisors, LLC67$3.93K0.00%
Parkside Financial Bank & Trust27$1.58K0.00%
Truvestments Capital LLC27$1.58K0.00%
Concord Wealth Partners24$1.41K0.00%
Sofos Investments, Inc.59$1.17K0.01%
RFP Financial Group LLC15$8810.00%
Global Retirement Partners, LLC11$6460.00%

Sold out (49)

Institutions that held Otter Tail Corp at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of OTTR in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Lord, Abbett & Co. LLC80,231$4.94M
Clark Capital Management Group, Inc.47,948$2.95M
D. E. Shaw & Co., Inc.40,371$2.48M
EAM Global Investors LLC22,174$1.36M
Horizon Investment Services, LLC20,753$1.28M
Zacks Investment Management20,710$1.27M
Quadrature Capital Ltd17,392$1.07M
Aurora Investment Counsel15,835$974.0K
Panagora Asset Management Inc14,729$906.0K
Two Sigma Investments, LP14,102$868.0K
Jackson Creek Investment Advisors LLC12,006$739.0K
Jump Financial, LLC10,200$628.0K
Mitsubishi UFJ Trust & Banking Corp9,233$568.0K
Russell Investments Group, Ltd.7,779$479.0K
XTX Topco Ltd7,422$457.0K
Navellier & Associates Inc7,227$445.0K
HRT Financial LP6,605$406.0K
Aquatic Capital Management LLC6,000$369.0K
Bailard, Inc.5,800$357.0K
Graham Capital Management, L.P.5,644$347.0K
Wellington Management Group LLP5,293$326.0K
Private Advisor Group, LLC5,157$317.0K
Ci Investments Inc.4,811$296.0K
Creative Planning4,710$290.0K
Triasima Portfolio Management inc.4,710$290.0K
Mariner, LLC4,160$256.0K
Measured Wealth Private Client Group, LLC3,801$234.0K
Virtu Financial LLC3,599$221.0K
National Asset Management, Inc.3,557$219.0K
Voloridge Investment Management, LLC3,540$218.0K
Atom Investors LP3,330$205.0K
Foundations Investment Advisors, LLC3,311$204.0K
Point72 Hong Kong Ltd2,381$146.0K
Meeder Asset Management Inc1,320$81.0K
Motco900$55.0K
Farmers & Merchants Investments Inc690$42.0K
Macquarie Group Ltd0$23.0K
Spire Wealth Management352$22.0K
National Bank of Canada229$14.0K
EverSource Wealth Advisors, LLC221$14.0K
Hudock, Inc.184$11.0K
Group One Trading, L.P.100$6.00K
EdgeRock Capital LLC77$5.00K
Parallel Advisors, LLC17$1.00K
Raleigh Capital Management Inc.21$1.00K
Huntington National Bank13$0
Simplex Trading, LLC4$0
First Horizon Advisors, Inc.9$0
Glassman Wealth Services7$0

Not filed for Q4 2022 yet (4)

Institutions that held Otter Tail Corp at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTTR in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Corient Capital Partners, LLC3,665$246.0K
Strategic Asset Management, LLC208$13.0K
Wipfli Financial Advisors LLC,83$5.00K
American Portfolios Advisors68$4.18K