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 |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 6 | $352 | 0.00% | +1+20.0% | Added |
| Disciplined Investments, LLC | 7 | $411 | 0.00% | −2−22.2% | Reduced |
| Aua Capital Management, LLC | 11 | $646 | 0.00% | −9−45.0% | Reduced |
| Schubert & Co | 11 | $646 | 0.00% | −6−35.3% | Reduced |
| Global Retirement Partners, LLC | 11 | $646 | 0.00% | +11 | New |
| GWM Advisors LLC | 11,723 | $688 | 0.00% | +51+0.4% | Added |
| Archer Investment Corp | 12 | $705 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $822 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 15 | $881 | 0.00% | +15 | New |
| Sofos Investments, Inc. | 59 | $1.17K | 0.01% | +59 | New |
| Versant Capital Management, Inc | 24 | $1.41K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $1.41K | 0.00% | +24 | New |
| Parkside Financial Bank & Trust | 27 | $1.58K | 0.00% | +27 | New |
| Truvestments Capital LLC | 27 | $1.58K | 0.00% | +27 | New |
| JFS Wealth Advisors, LLC | 28 | $1.64K | 0.00% | +1+3.7% | Added |
| Lindbrook Capital, LLC | 43 | $2.52K | 0.00% | −46−51.7% | Reduced |
| Bell Investment Advisors, Inc | 45 | $2.64K | 0.00% | −20−30.8% | Reduced |
| Quadrant Capital Group LLC | 51 | $2.99K | 0.00% | −8−13.6% | Reduced |
| Pflug Koory, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 67 | $3.93K | 0.00% | +67 | New |
| HM Payson & Co | 100 | $5.87K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $5.87K | 0.00% | +100 | New |
| First PREMIER Bank | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 110 | $6.46K | 0.00% | −446−80.2% | Reduced |
| Allworth Financial LP | 125 | $7.34K | 0.00% | −242−65.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 159 | $9.36K | 0.00% | +1+0.6% | Added |
| Accurate Wealth Management, LLC | 155 | $9.47K | 0.00% | +155 | New |
| TCI Wealth Advisors, Inc. | 167 | $9.80K | 0.00% | +165+8,250.0% | Added |
| Goodwin Investment Advisory | 180 | $10.6K | 0.01% | +180 | New |
| TD Private Client Wealth LLC | 185 | $10.9K | 0.00% | −123−39.9% | Reduced |
| STRS Ohio | 200 | $11.0K | 0.00% | −17,000−98.8% | Reduced |
| IAG Wealth Partners, LLC | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 284 | $16.7K | 0.01% | +69+32.1% | Added |
| DekaBank Deutsche Girozentrale | 295 | $17.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 313 | $18.3K | 0.01% | +3+1.0% | Added |
| Tower Research Capital LLC (TRC) | 320 | $19.0K | 0.00% | −4,159−92.9% | Reduced |
| West Financial Advisors, LLC | 334 | $19.6K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 445 | $20.0K | 0.00% | −374−45.7% | Reduced |
| Tradition Wealth Management, LLC | 339 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 500 | $29.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 387 | $31.2K | 0.00% | −2,622−87.1% | Reduced |
| Public Employees Retirement System of Ohio | 546 | $32.0K | 0.00% | −1,138−67.6% | Reduced |
| Ronald Blue Trust, Inc. | 538 | $33.0K | 0.00% | +173+47.4% | Added |
| Optimum Investment Advisors | 600 | $35.2K | 0.02% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 667 | $39.0K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 670 | $39.3K | 0.03% | −30−4.3% | Reduced |
| Fifth Third Bancorp | 700 | $41.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 742 | $43.6K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 876 | $51.4K | 0.01% | +876 | New |
| Hussman Strategic Advisors, Inc. | 1,000 | $58.7K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,000 | $58.7K | 0.01% | +1,000 | New |
| State of Wyoming | 1,021 | $59.9K | 0.02% | −512−33.4% | Reduced |
| BerganKDV Wealth Management, LLC | 1,093 | $64.2K | 0.01% | +1+0.1% | Added |
| Affiance Financial, LLC | 1,275 | $74.9K | 0.03% | +1,275 | New |
| Dark Forest Capital Management LP | 1,309 | $76.9K | 0.02% | +775+145.1% | Added |
| JNBA Financial Advisors | 1,404 | $82.4K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,419 | $83.0K | 0.00% | −119−7.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,535 | $90.0K | 0.00% | −112−6.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,536 | $90.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,804 | $106.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,851 | $108.7K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,054 | $121.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,328 | $136.7K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 2,426 | $142.0K | 0.12% | +2,407+12,668.4% | Added |
| Metropolitan Life Insurance Co | 2,508 | $147.2K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 2,634 | $154.6K | 0.00% | +978+59.1% | Added |
| Steward Partners Investment Advisory, LLC | 2,866 | $168.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,225 | $198.9K | 0.01% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 3,568 | $209.5K | 0.00% | −157−4.2% | Reduced |
| Mercer Global Advisors Inc | 3,588 | $211.0K | 0.00% | −810−18.4% | Reduced |
| New York State Teachers Retirement System | 3,600 | $211.0K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,602 | $211.5K | 0.02% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 3,680 | $216.1K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,688 | $216.5K | 0.02% | +3,688 | New |
| Wedge Capital Management L L P | 3,702 | $217.0K | 0.00% | +3,702 | New |
| Ifrah Financial Services, Inc. | 3,745 | $219.9K | 0.07% | +11+0.3% | Added |
| Sawtooth Solutions, LLC | 3,825 | $224.6K | 0.03% | −226−5.6% | Reduced |
| GW Henssler & Associates Ltd | 3,839 | $225.4K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,894 | $228.6K | 0.02% | +56+1.5% | Added |
| Versor Investments LP | 3,900 | $229.0K | 0.02% | +3,900 | New |
| Alerus Financial NA | 3,930 | $230.7K | 0.02% | −57−1.4% | Reduced |
| Hancock Whitney Corp | 3,941 | $231.0K | 0.01% | +456+13.1% | Added |
| Stifel Financial Corp | 4,022 | $236.1K | 0.00% | −8,752−68.5% | Reduced |
| Contravisory Investment Management, Inc. | 4,025 | $236.3K | 0.07% | +502+14.2% | Added |
| Bremer Bank National Association | 4,101 | $241.0K | 0.05% | −20.0% | Reduced |
| Accredited Investors Inc. | 4,146 | $243.4K | 0.02% | +29+0.7% | Added |
| Baird Financial Group, Inc. | 4,245 | $249.0K | 0.00% | +327+8.3% | Added |
| Cetera Advisor Networks LLC | 4,372 | $256.7K | 0.00% | −136−3.0% | Reduced |
| Johnson Midwest Financial, LLC | 4,482 | $263.0K | 0.96% | 00.0% | Unchanged |
| PDT Partners, LLC | 4,498 | $264.1K | 0.04% | +4,498 | New |
| Watershed Asset Management, L.L.C. | 4,545 | $266.8K | 0.34% | +523+13.0% | Added |
| State of Wisconsin Investment Board | 4,671 | $274.2K | 0.00% | −2,316−33.1% | Reduced |
| International Assets Investment Management, LLC | 4,874 | $286.1K | 0.03% | +4,874 | New |
| Campbell & CO Investment Adviser LLC | 4,875 | $286.2K | 0.07% | −5,932−54.9% | Reduced |
| Proequities, Inc. | 4,895 | $287.4K | 0.02% | −1,666−25.4% | Reduced |
| Janney Montgomery Scott LLC | 4,983 | $293.0K | 0.00% | −643−11.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,992 | $293.1K | 0.04% | −1,876−27.3% | Reduced |
| Hendershot Investments Inc. | 5,000 | $293.6K | 0.05% | 00.0% | Unchanged |