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 |
|---|---|---|---|---|---|
| Opus Capital Group, LLC | 5,266 | $309.0K | 0.06% | +5,266 | New |
| Neuberger Berman Group LLC | 5,289 | $310.5K | 0.00% | −35−0.7% | Reduced |
| ProShare Advisors LLC | 5,293 | $310.8K | 0.00% | +759+16.7% | Added |
| Dorsey & Whitney Trust CO LLC | 5,310 | $311.8K | 0.03% | +5,310 | New |
| Diversified Trust Co | 5,326 | $313.0K | 0.01% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 5,450 | $320.0K | 0.49% | 00.0% | Unchanged |
| Bank of Montreal | 5,755 | $340.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,954 | $350.0K | 0.00% | +41+0.7% | Added |
| James Investment Research Inc | 5,972 | $351.0K | 0.05% | +1,947+48.4% | Added |
| Coldstream Capital Management Inc | 6,033 | $354.2K | 0.01% | +6,033 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,081 | $357.0K | 0.00% | +246+4.2% | Added |
| Quantbot Technologies LP | 6,094 | $357.8K | 0.03% | −3,817−38.5% | Reduced |
| North Point Portfolio Managers Corp | 6,100 | $358.1K | 0.06% | 00.0% | Unchanged |
| Jane Street Group, LLC | 6,299 | $369.8K | 0.00% | −7,982−55.9% | Reduced |
| Csenge Advisory Group | 6,595 | $387.2K | 0.03% | −470−6.7% | Reduced |
| Valtinson Bruner Financial Planning LLC | 6,338 | $388.1K | 0.22% | +2,416+61.6% | Added |
| Lazard Asset Management LLC | 6,735 | $394.0K | 0.00% | −77,582−92.0% | Reduced |
| Iowa State Bank | 6,796 | $399.0K | 0.10% | 00.0% | Unchanged |
| Pictet Asset Management SA | 6,801 | $399.0K | 0.00% | +6,801 | New |
| Cambridge Investment Research Advisors, Inc. | 7,027 | $413.0K | 0.00% | −470−6.3% | Reduced |
| Bell Bank | 7,086 | $416.0K | 0.05% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 7,144 | $419.4K | 0.21% | +7,144 | New |
| Westwood Holdings Group Inc. | 7,258 | $426.0K | 0.00% | +7,258 | New |
| D.A. Davidson & Co. | 7,250 | $426.3K | 0.01% | +1,050+16.9% | Added |
| First Hawaiian Bank | 7,310 | $429.0K | 0.02% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 7,459 | $437.9K | 0.06% | +88+1.2% | Added |
| Balyasny Asset Management LLC | 7,555 | $443.6K | 0.00% | +2,341+44.9% | Added |
| Franklin Resources Inc | 7,894 | $463.5K | 0.00% | +1,553+24.5% | Added |
| Public Employees Retirement Association of Colorado | 8,170 | $480.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 8,400 | $493.2K | 0.00% | +8,400 | New |
| KBC Group NV | 8,565 | $503.0K | 0.00% | −1,640−16.1% | Reduced |
| Engineers Gate Manager LP | 8,696 | $510.5K | 0.03% | +8,696 | New |
| Virtus Investment Advisers, Inc. | 8,782 | $515.6K | 0.34% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 8,968 | $526.4K | 0.00% | +8,968 | New |
| New York Life Investment Management LLC | 9,078 | $533.0K | 0.01% | +975+12.0% | Added |
| Alps Advisors Inc | 9,180 | $539.0K | 0.00% | +471+5.4% | Added |
| Guggenheim Capital LLC | 9,259 | $543.6K | 0.00% | −57−0.6% | Reduced |
| Wesbanco Bank Inc | 9,273 | $544.0K | 0.02% | +9,273 | New |
| Principal Financial Group Inc | 10,122 | $594.3K | 0.00% | −1,685−14.3% | Reduced |
| Foster & Motley Inc | 10,343 | $607.0K | 0.05% | −50−0.5% | Reduced |
| Arizona State Retirement System | 10,572 | $620.7K | 0.01% | +390+3.8% | Added |
| Zebra Capital Management LLC | 10,724 | $630.0K | 2.20% | −516−4.6% | Reduced |
| Barclays PLC | 11,045 | $648.5K | 0.00% | +9,250+515.3% | Added |
| Affinity Investment Advisors, LLC | 11,228 | $659.2K | 0.30% | +90+0.8% | Added |
| Putnam Investments LLC | 11,301 | $663.5K | 0.00% | −6−0.1% | Reduced |
| Occudo Quantitative Strategies LP | 11,370 | $667.5K | 0.08% | +11,370 | New |
| SEI Investments Co | 11,396 | $669.1K | 0.00% | −8,120−41.6% | Reduced |
| RBA Wealth Management, LLC | 11,520 | $676.3K | 0.35% | +7,764+206.7% | Added |
| Teacher Retirement System of Texas | 11,599 | $681.0K | 0.00% | −18,116−61.0% | Reduced |
| Man Group plc | 11,850 | $695.7K | 0.00% | +11,850 | New |
| NJ State Employees Deferred Compensation Plan | 12,000 | $704.5K | 0.11% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,389 | $727.0K | 0.00% | −471−3.7% | Reduced |
| Trexquant Investment LP | 12,655 | $743.0K | 0.02% | −4,063−24.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,980 | $821.0K | 0.08% | −12,996−48.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,400 | $845.4K | 0.01% | +14,400 | New |
| SG Americas Securities, LLC | 14,914 | $876.0K | 0.01% | +7,306+96.0% | Added |
| Envestnet Asset Management Inc | 15,074 | $885.0K | 0.00% | −3,850−20.3% | Reduced |
| ICA Group Wealth Management, LLC | 15,324 | $899.7K | 0.21% | −17,031−52.6% | Reduced |
| BNP Paribas Arbitrage, SA | 15,523 | $911.4K | 0.00% | −5,511−26.2% | Reduced |
| The PNC Financial Services Group, Inc. | 15,547 | $912.8K | 0.00% | +1,142+7.9% | Added |
| Voya Investment Management LLC | 16,299 | $956.9K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 16,399 | $962.8K | 0.00% | +163+1.0% | Added |
| Benjamin Edwards Inc | 16,446 | $966.0K | 0.25% | +356+2.2% | Added |
| Truist Financial Corp | 17,276 | $1.01M | 0.00% | +10,314+148.1% | Added |
| Susquehanna Fundamental Investments, LLC | 17,612 | $1.03M | 0.02% | +11,128+171.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,645 | $1.04M | 0.00% | +201+1.2% | Added |
| Raymond James & Associates | 18,459 | $1.08M | 0.00% | +550+3.1% | Added |
| Los Angeles Capital Management LLC | 19,155 | $1.12M | 0.01% | −13,962−42.2% | Reduced |
| American International Group, Inc. | 19,459 | $1.14M | 0.01% | −71−0.4% | Reduced |
| Bridgeway Capital Management, LLC | 20,800 | $1.22M | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 21,079 | $1.24M | 0.00% | −14−0.1% | Reduced |
| MetLife Investment Management | 21,689 | $1.27M | 0.01% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 22,211 | $1.30M | 0.22% | +22,211 | New |
| Raymond James Financial Services Advisors, Inc. | 22,317 | $1.31M | 0.00% | −1,496−6.3% | Reduced |
| Citadel Advisors LLC | 22,478 | $1.32M | 0.00% | +3,477+18.3% | Added |
| CWM, LLC | 23,073 | $1.35M | 0.01% | +59+0.3% | Added |
| ExodusPoint Capital Management, LP | 23,516 | $1.38M | 0.02% | −21,793−48.1% | Reduced |
| Gotham Asset Management, LLC | 23,979 | $1.41M | 0.04% | −201−0.8% | Reduced |
| Price T Rowe Associates Inc | 24,359 | $1.43M | 0.00% | +1,027+4.4% | Added |
| Advisor Group Holdings, Inc. | 26,078 | $1.53M | 0.00% | −217−0.8% | Reduced |
| Tudor Investment Corp Et Al | 26,258 | $1.54M | 0.04% | +14,266+119.0% | Added |
| American Century Companies Inc | 26,830 | $1.58M | 0.00% | +24+0.1% | Added |
| Credit Suisse AG | 27,057 | $1.59M | 0.00% | +1,335+5.2% | Added |
| Kestra Advisory Services, LLC | 27,467 | $1.61M | 0.01% | +7,847+40.0% | Added |
| Royal Bank of Canada | 29,330 | $1.72M | 0.00% | +4,577+18.5% | Added |
| UBS Asset Management Americas Inc | 29,880 | $1.75M | 0.00% | −1,321−4.2% | Reduced |
| Wells Fargo & Company | 30,208 | $1.77M | 0.00% | −19,649−39.4% | Reduced |
| Squarepoint Ops LLC | 31,951 | $1.88M | 0.01% | +15,064+89.2% | Added |
| Whittier Trust Co of Nevada Inc | 32,641 | $1.92M | 0.08% | −1,638−4.8% | Reduced |
| LPL Financial LLC | 33,032 | $1.94M | 0.00% | +448+1.4% | Added |
| Legal & General Group Plc | 33,986 | $2.00M | 0.00% | −1,454−4.1% | Reduced |
| Assenagon Asset Management S.A. | 34,902 | $2.05M | 0.01% | +34,902 | New |
| Ameriprise Financial Inc | 35,662 | $2.09M | 0.00% | −739−2.0% | Reduced |
| Denali Advisors LLC | 35,826 | $2.10M | 0.88% | +35,826 | New |
| Deutsche Bank AG | 37,837 | $2.22M | 0.00% | +7,676+25.5% | Added |
| Vident Investment Advisory, LLC | 38,893 | $2.28M | 0.09% | +38,893 | New |
| Susquehanna International Group, LLP | 39,236 | $2.30M | 0.00% | +16,084+69.5% | Added |
| US Bancorp | 39,532 | $2.32M | 0.00% | −407−1.0% | Reduced |
| Aptus Capital Advisors, LLC | 39,954 | $2.35M | 0.08% | +4,018+11.2% | Added |
| Virginia Retirement Systems Et Al | 40,300 | $2.37M | 0.02% | +3,300+8.9% | Added |