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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 700 | $41.1K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 670 | $39.3K | 0.03% | −30−4.3% | Reduced |
| Goodman Advisory Group, LLC | 667 | $39.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 600 | $35.2K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 538 | $33.0K | 0.00% | +173+47.4% | Added |
| Public Employees Retirement System of Ohio | 546 | $32.0K | 0.00% | −1,138−67.6% | Reduced |
| TD Waterhouse Canada Inc. | 387 | $31.2K | 0.00% | −2,622−87.1% | Reduced |
| Sound Income Strategies, LLC | 500 | $29.4K | 0.00% | 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 |
| West Financial Advisors, LLC | 334 | $19.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 320 | $19.0K | 0.00% | −4,159−92.9% | Reduced |
| HighMark Wealth Management LLC | 313 | $18.3K | 0.01% | +3+1.0% | Added |
| DekaBank Deutsche Girozentrale | 295 | $17.0K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 284 | $16.7K | 0.01% | +69+32.1% | Added |
| First Community Trust NA | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 200 | $11.0K | 0.00% | −17,000−98.8% | Reduced |
| TD Private Client Wealth LLC | 185 | $10.9K | 0.00% | −123−39.9% | Reduced |
| Goodwin Investment Advisory | 180 | $10.6K | 0.01% | +180 | New |
| TCI Wealth Advisors, Inc. | 167 | $9.80K | 0.00% | +165+8,250.0% | Added |
| Accurate Wealth Management, LLC | 155 | $9.47K | 0.00% | +155 | New |
| Plante Moran Financial Advisors, LLC | 159 | $9.36K | 0.00% | +1+0.6% | Added |
| Allworth Financial LP | 125 | $7.34K | 0.00% | −242−65.9% | Reduced |
| Signaturefd, LLC | 110 | $6.46K | 0.00% | −446−80.2% | Reduced |
| First PREMIER Bank | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $5.87K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $5.87K | 0.00% | +100 | New |
| Farther Finance Advisors, LLC | 67 | $3.93K | 0.00% | +67 | New |
| Pflug Koory, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 51 | $2.99K | 0.00% | −8−13.6% | Reduced |
| Bell Investment Advisors, Inc | 45 | $2.64K | 0.00% | −20−30.8% | Reduced |
| Lindbrook Capital, LLC | 43 | $2.52K | 0.00% | −46−51.7% | Reduced |
| JFS Wealth Advisors, LLC | 28 | $1.64K | 0.00% | +1+3.7% | Added |
| Parkside Financial Bank & Trust | 27 | $1.58K | 0.00% | +27 | New |
| Truvestments Capital LLC | 27 | $1.58K | 0.00% | +27 | New |
| Versant Capital Management, Inc | 24 | $1.41K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $1.41K | 0.00% | +24 | New |
| Sofos Investments, Inc. | 59 | $1.17K | 0.01% | +59 | New |
| RFP Financial Group LLC | 15 | $881 | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 14 | $822 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 12 | $705 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,723 | $688 | 0.00% | +51+0.4% | Added |
| 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 |
| Disciplined Investments, LLC | 7 | $411 | 0.00% | −2−22.2% | Reduced |
| SJS Investment Consulting Inc. | 6 | $352 | 0.00% | +1+20.0% | Added |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −80,231−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −47,948−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −40,371−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −22,174−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −20,753−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −20,710−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −17,392−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −15,835−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −14,729−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −14,102−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −12,006−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −9,233−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −7,779−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,422−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −7,227−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −6,605−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −5,644−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −5,293−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −5,157−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −4,811−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −4,710−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −4,710−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −4,160−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −3,801−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,599−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −3,557−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −3,540−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −3,330−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −3,311−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,381−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,320−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | 0 | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −352−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −229−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Corient Capital Partners, LLC | – | – | – | – | Not filed |
| Strategic Asset Management, LLC | – | – | – | – | Not filed |