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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 11,599 | $681.0K | 0.00% | −18,116−61.0% | Reduced |
| RBA Wealth Management, LLC | 11,520 | $676.3K | 0.35% | +7,764+206.7% | Added |
| SEI Investments Co | 11,396 | $669.1K | 0.00% | −8,120−41.6% | Reduced |
| Occudo Quantitative Strategies LP | 11,370 | $667.5K | 0.08% | +11,370 | New |
| Putnam Investments LLC | 11,301 | $663.5K | 0.00% | −6−0.1% | Reduced |
| Affinity Investment Advisors, LLC | 11,228 | $659.2K | 0.30% | +90+0.8% | Added |
| Barclays PLC | 11,045 | $648.5K | 0.00% | +9,250+515.3% | Added |
| Zebra Capital Management LLC | 10,724 | $630.0K | 2.20% | −516−4.6% | Reduced |
| Arizona State Retirement System | 10,572 | $620.7K | 0.01% | +390+3.8% | Added |
| Foster & Motley Inc | 10,343 | $607.0K | 0.05% | −50−0.5% | Reduced |
| Principal Financial Group Inc | 10,122 | $594.3K | 0.00% | −1,685−14.3% | Reduced |
| Wesbanco Bank Inc | 9,273 | $544.0K | 0.02% | +9,273 | New |
| Guggenheim Capital LLC | 9,259 | $543.6K | 0.00% | −57−0.6% | Reduced |
| Alps Advisors Inc | 9,180 | $539.0K | 0.00% | +471+5.4% | Added |
| New York Life Investment Management LLC | 9,078 | $533.0K | 0.01% | +975+12.0% | Added |
| Janus Henderson Group PLC | 8,968 | $526.4K | 0.00% | +8,968 | New |
| Virtus Investment Advisers, Inc. | 8,782 | $515.6K | 0.34% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,696 | $510.5K | 0.03% | +8,696 | New |
| KBC Group NV | 8,565 | $503.0K | 0.00% | −1,640−16.1% | Reduced |
| Ensign Peak Advisors, Inc | 8,400 | $493.2K | 0.00% | +8,400 | New |
| Public Employees Retirement Association of Colorado | 8,170 | $480.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 7,894 | $463.5K | 0.00% | +1,553+24.5% | Added |
| Balyasny Asset Management LLC | 7,555 | $443.6K | 0.00% | +2,341+44.9% | Added |
| SNS Financial Group, LLC | 7,459 | $437.9K | 0.06% | +88+1.2% | Added |
| First Hawaiian Bank | 7,310 | $429.0K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 7,250 | $426.3K | 0.01% | +1,050+16.9% | Added |
| Westwood Holdings Group Inc. | 7,258 | $426.0K | 0.00% | +7,258 | New |
| Total Clarity Wealth Management, Inc. | 7,144 | $419.4K | 0.21% | +7,144 | New |
| Bell Bank | 7,086 | $416.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 7,027 | $413.0K | 0.00% | −470−6.3% | 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 |
| Lazard Asset Management LLC | 6,735 | $394.0K | 0.00% | −77,582−92.0% | Reduced |
| Valtinson Bruner Financial Planning LLC | 6,338 | $388.1K | 0.22% | +2,416+61.6% | Added |
| Csenge Advisory Group | 6,595 | $387.2K | 0.03% | −470−6.7% | Reduced |
| Jane Street Group, LLC | 6,299 | $369.8K | 0.00% | −7,982−55.9% | Reduced |
| North Point Portfolio Managers Corp | 6,100 | $358.1K | 0.06% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,094 | $357.8K | 0.03% | −3,817−38.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,081 | $357.0K | 0.00% | +246+4.2% | Added |
| Coldstream Capital Management Inc | 6,033 | $354.2K | 0.01% | +6,033 | New |
| James Investment Research Inc | 5,972 | $351.0K | 0.05% | +1,947+48.4% | Added |
| Amalgamated Bank | 5,954 | $350.0K | 0.00% | +41+0.7% | Added |
| Bank of Montreal | 5,755 | $340.5K | 0.00% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 5,450 | $320.0K | 0.49% | 00.0% | Unchanged |
| Diversified Trust Co | 5,326 | $313.0K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,310 | $311.8K | 0.03% | +5,310 | New |
| ProShare Advisors LLC | 5,293 | $310.8K | 0.00% | +759+16.7% | Added |
| Neuberger Berman Group LLC | 5,289 | $310.5K | 0.00% | −35−0.7% | Reduced |
| Opus Capital Group, LLC | 5,266 | $309.0K | 0.06% | +5,266 | New |
| Hendershot Investments Inc. | 5,000 | $293.6K | 0.05% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 4,992 | $293.1K | 0.04% | −1,876−27.3% | Reduced |
| Janney Montgomery Scott LLC | 4,983 | $293.0K | 0.00% | −643−11.4% | Reduced |
| Proequities, Inc. | 4,895 | $287.4K | 0.02% | −1,666−25.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,875 | $286.2K | 0.07% | −5,932−54.9% | Reduced |
| International Assets Investment Management, LLC | 4,874 | $286.1K | 0.03% | +4,874 | New |
| State of Wisconsin Investment Board | 4,671 | $274.2K | 0.00% | −2,316−33.1% | Reduced |
| Watershed Asset Management, L.L.C. | 4,545 | $266.8K | 0.34% | +523+13.0% | Added |
| PDT Partners, LLC | 4,498 | $264.1K | 0.04% | +4,498 | New |
| Johnson Midwest Financial, LLC | 4,482 | $263.0K | 0.96% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 4,372 | $256.7K | 0.00% | −136−3.0% | Reduced |
| Baird Financial Group, Inc. | 4,245 | $249.0K | 0.00% | +327+8.3% | Added |
| Accredited Investors Inc. | 4,146 | $243.4K | 0.02% | +29+0.7% | Added |
| Bremer Bank National Association | 4,101 | $241.0K | 0.05% | −20.0% | Reduced |
| Contravisory Investment Management, Inc. | 4,025 | $236.3K | 0.07% | +502+14.2% | Added |
| Stifel Financial Corp | 4,022 | $236.1K | 0.00% | −8,752−68.5% | Reduced |
| Hancock Whitney Corp | 3,941 | $231.0K | 0.01% | +456+13.1% | Added |
| Alerus Financial NA | 3,930 | $230.7K | 0.02% | −57−1.4% | Reduced |
| Versor Investments LP | 3,900 | $229.0K | 0.02% | +3,900 | New |
| AdvisorNet Financial, Inc | 3,894 | $228.6K | 0.02% | +56+1.5% | Added |
| GW Henssler & Associates Ltd | 3,839 | $225.4K | 0.02% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 3,825 | $224.6K | 0.03% | −226−5.6% | Reduced |
| Ifrah Financial Services, Inc. | 3,745 | $219.9K | 0.07% | +11+0.3% | Added |
| Wedge Capital Management L L P | 3,702 | $217.0K | 0.00% | +3,702 | New |
| Flagship Harbor Advisors, LLC | 3,688 | $216.5K | 0.02% | +3,688 | New |
| Chesley Taft & Associates LLC | 3,680 | $216.1K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,602 | $211.5K | 0.02% | 00.0% | Unchanged |
| 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 |
| Alberta Investment Management Corp | 3,568 | $209.5K | 0.00% | −157−4.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,225 | $198.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,866 | $168.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,634 | $154.6K | 0.00% | +978+59.1% | Added |
| Metropolitan Life Insurance Co | 2,508 | $147.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,426 | $142.0K | 0.12% | +2,407+12,668.4% | Added |
| Institutional & Family Asset Management, LLC | 2,328 | $136.7K | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,054 | $121.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,851 | $108.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,804 | $106.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,536 | $90.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,535 | $90.0K | 0.00% | −112−6.8% | Reduced |
| Shell Asset Management Co | 1,419 | $83.0K | 0.00% | −119−7.7% | Reduced |
| JNBA Financial Advisors | 1,404 | $82.4K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,309 | $76.9K | 0.02% | +775+145.1% | Added |
| Affiance Financial, LLC | 1,275 | $74.9K | 0.03% | +1,275 | New |
| BerganKDV Wealth Management, LLC | 1,093 | $64.2K | 0.01% | +1+0.1% | Added |
| State of Wyoming | 1,021 | $59.9K | 0.02% | −512−33.4% | Reduced |
| 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 |
| Fiduciary Alliance LLC | 876 | $51.4K | 0.01% | +876 | New |
| Geneos Wealth Management Inc. | 742 | $43.6K | 0.00% | 00.0% | Unchanged |