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, Q1 2023
Institutional positions in Otter Tail Corp as of Mar 31, 2023. 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
- 256
- +7 vs. Q4 2022
- Shares held
- 25.6M
- +5.31M (+26.1%) vs. Q4 2022
- Total value
- $1.83B
- +$640.5M (+53.7%) vs. Q4 2022
- New holders
- 49
- 93 more added
- Sold out
- 42
- 67 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 6,525,213 | $471.6M | 0.01% | +3,390,987+108.2% | Added |
| Vanguard Group Inc | 5,582,474 | $403.4M | 0.01% | +673,828+13.7% | Added |
| State Street Corp | 1,475,377 | $106.6M | 0.01% | +603,721+69.3% | Added |
| First Trust Advisors LP | 1,054,220 | $76.2M | 0.09% | −231,335−18.0% | Reduced |
| Dimensional Fund Advisors LP | 1,046,128 | $75.6M | 0.03% | +8,094+0.8% | Added |
| Geode Capital Management, LLC | 815,937 | $59.0M | 0.01% | +28,248+3.6% | Added |
| Gabelli Funds LLC | 725,500 | $52.4M | 0.40% | −5,500−0.8% | Reduced |
| Northern Trust Corp | 627,262 | $45.3M | 0.01% | +27,202+4.5% | Added |
| Bank of New York Mellon Corp | 583,226 | $42.1M | 0.01% | +164,072+39.1% | Added |
| Nuveen Asset Management, LLC | 498,046 | $36.0M | 0.01% | −12,111−2.4% | Reduced |
| Charles Schwab Investment Management Inc | 496,609 | $35.9M | 0.01% | +3,513+0.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 414,563 | $30.0M | 0.17% | +247,757+148.5% | Added |
| Morgan Stanley | 324,418 | $23.4M | 0.00% | +81,136+33.4% | Added |
| Gamco Investors, Inc. Et Al | 321,217 | $23.2M | 0.25% | −19,533−5.7% | Reduced |
| Principal Financial Group Inc | 257,031 | $18.6M | 0.01% | +246,909+2,439.3% | Added |
| LSV Asset Management | 207,716 | $15.0M | 0.03% | +700+0.3% | Added |
| Victory Capital Management Inc | 207,688 | $15.0M | 0.02% | +157,234+311.6% | Added |
| Ameriprise Financial Inc | 189,452 | $13.7M | 0.00% | +153,790+431.2% | Added |
| Federated Hermes, Inc. | 188,776 | $13.6M | 0.03% | −53,163−22.0% | Reduced |
| Invesco Ltd. | 152,400 | $11.0M | 0.00% | +76,175+99.9% | Added |
| Royal Bank of Canada | 145,579 | $10.5M | 0.00% | +116,249+396.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 139,970 | $10.1M | 0.04% | −23,940−14.6% | Reduced |
| Legal & General Group Plc | 118,545 | $8.57M | 0.00% | +84,559+248.8% | Added |
| Phocas Financial Corp. | 112,257 | $8.11M | 1.16% | +1,135+1.0% | Added |
| Rhumbline Advisers | 107,176 | $7.75M | 0.01% | +43,650+68.7% | Added |
| Bank of America Corp | 99,419 | $7.18M | 0.00% | +30,802+44.9% | Added |
| JPMorgan Chase & Co | 82,561 | $5.97M | 0.00% | −30,180−26.8% | Reduced |
| Swiss National Bank | 80,900 | $5.85M | 0.00% | −9,500−10.5% | Reduced |
| Goldman Sachs Group Inc | 73,540 | $5.31M | 0.00% | −523−0.7% | Reduced |
| Public Sector Pension Investment Board | 73,219 | $5.29M | 0.04% | +73,219 | New |
| Renaissance Technologies LLC | 70,904 | $5.12M | 0.01% | −64,400−47.6% | Reduced |
| Prudential Financial Inc | 70,221 | $5.07M | 0.01% | −17,720−20.1% | Reduced |
| Whittier Trust Co | 65,421 | $4.73M | 0.09% | +458+0.7% | Added |
| First Manhattan Co | 59,298 | $4.29M | 0.02% | −3,520−5.6% | Reduced |
| Martingale Asset Management L P | 59,052 | $4.27M | 0.08% | +536+0.9% | Added |
| New York State Common Retirement Fund | 53,187 | $3.84M | 0.01% | −23,000−30.2% | Reduced |
| Alliancebernstein L.P. | 50,191 | $3.63M | 0.00% | +3,798+8.2% | Added |
| California State Teachers Retirement System | 48,220 | $3.48M | 0.01% | −805−1.6% | Reduced |
| UBS Group AG | 46,509 | $3.36M | 0.00% | +920+2.0% | Added |
| Mackenzie Financial Corp | 46,316 | $3.35M | 0.01% | +1,452+3.2% | Added |
| Aptus Capital Advisors, LLC | 45,256 | $3.27M | 0.09% | +5,302+13.3% | Added |
| North Star Investment Management Corp. | 44,203 | $3.19M | 0.26% | −147−0.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 44,080 | $3.19M | 0.03% | +44,080 | New |
| Thrivent Financial for Lutherans | 41,257 | $2.98M | 0.01% | +41,257 | New |
| State Board of Administration of Florida Retirement System | 41,199 | $2.98M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 39,682 | $2.87M | 0.00% | +150+0.4% | Added |
| Great West Life Assurance Co | 39,401 | $2.85M | 0.01% | +37,347+1,818.3% | Added |
| Wells Fargo & Company | 37,844 | $2.74M | 0.00% | +7,636+25.3% | Added |
| Texas Permanent School Fund | 37,335 | $2.70M | 0.03% | +37,335 | New |
| Deutsche Bank AG | 36,274 | $2.62M | 0.00% | −1,563−4.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 34,740 | $2.51M | 0.09% | +2,099+6.4% | Added |
| LPL Financial LLC | 34,375 | $2.48M | 0.00% | +1,343+4.1% | Added |
| UBS Asset Management Americas Inc | 34,362 | $2.48M | 0.00% | +4,482+15.0% | Added |
| Susquehanna International Group, LLP | 33,240 | $2.40M | 0.00% | −5,996−15.3% | Reduced |
| State of New Jersey Common Pension Fund D | 32,243 | $2.33M | 0.01% | −8,063−20.0% | Reduced |
| Virginia Retirement Systems Et Al | 29,800 | $2.15M | 0.02% | −10,500−26.1% | Reduced |
| State of Tennessee, Treasury Department | 29,505 | $2.13M | 0.01% | +29,505 | New |
| BNP Paribas Arbitrage, SA | 29,422 | $2.13M | 0.00% | +13,899+89.5% | Added |
| State of Alaska, Department of Revenue | 28,516 | $2.06M | 0.02% | +28,516 | New |
| Gateway Wealth Partners, LLC | 27,271 | $1.97M | 0.30% | +5,060+22.8% | Added |
| Credit Suisse AG | 27,042 | $1.95M | 0.00% | −15−0.1% | Reduced |
| American Century Companies Inc | 27,013 | $1.95M | 0.00% | +183+0.7% | Added |
| HRT Financial LP | 26,394 | $1.91M | 0.02% | +26,394 | New |
| Barclays PLC | 25,572 | $1.85M | 0.00% | +14,527+131.5% | Added |
| Price T Rowe Associates Inc | 25,016 | $1.81M | 0.00% | +657+2.7% | Added |
| Gotham Asset Management, LLC | 23,920 | $1.73M | 0.04% | −59−0.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 23,845 | $1.72M | 0.00% | +1,528+6.8% | Added |
| Yousif Capital Management, LLC | 23,397 | $1.69M | 0.02% | +23,397 | New |
| Advisor Group Holdings, Inc. | 23,379 | $1.69M | 0.00% | −2,699−10.3% | Reduced |
| CWM, LLC | 22,588 | $1.63M | 0.01% | −485−2.1% | Reduced |
| American International Group, Inc. | 22,489 | $1.63M | 0.01% | +3,030+15.6% | Added |
| Balyasny Asset Management LLC | 22,344 | $1.61M | 0.01% | +14,789+195.8% | Added |
| Kestra Advisory Services, LLC | 22,031 | $1.59M | 0.02% | −5,436−19.8% | Reduced |
| MetLife Investment Management | 21,859 | $1.58M | 0.01% | +170+0.8% | Added |
| Vident Investment Advisory, LLC | 20,939 | $1.51M | 0.05% | −17,954−46.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 20,691 | $1.50M | 0.00% | −388−1.8% | Reduced |
| Janus Henderson Group PLC | 20,278 | $1.47M | 0.00% | +11,310+126.1% | Added |
| Citigroup Inc | 19,676 | $1.42M | 0.00% | +17,042+647.0% | Added |
| Louisiana State Employees Retirement System | 19,400 | $1.40M | 0.04% | +19,400 | New |
| SG Americas Securities, LLC | 19,133 | $1.38M | 0.02% | +4,219+28.3% | Added |
| Squarepoint Ops LLC | 18,302 | $1.32M | 0.01% | −13,649−42.7% | Reduced |
| Amalgamated Bank | 18,253 | $1.32M | 0.01% | +12,299+206.6% | Added |
| Raymond James & Associates | 18,239 | $1.32M | 0.00% | −220−1.2% | Reduced |
| ICA Group Wealth Management, LLC | 17,955 | $1.30M | 0.31% | +2,631+17.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,896 | $1.29M | 0.00% | +251+1.4% | Added |
| Los Angeles Capital Management LLC | 17,787 | $1.29M | 0.01% | −1,368−7.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 17,612 | $1.27M | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 17,476 | $1.26M | 0.00% | +200+1.2% | Added |
| RBA Wealth Management, LLC | 17,273 | $1.25M | 0.62% | +5,753+49.9% | Added |
| New York State Teachers Retirement System | 16,780 | $1.21M | 0.00% | +13,180+366.1% | Added |
| Maryland State Retirement & Pension System | 16,765 | $1.21M | 0.03% | +16,765 | New |
| The PNC Financial Services Group, Inc. | 16,711 | $1.21M | 0.00% | +1,164+7.5% | Added |
| Focus Financial Network, Inc. | 16,651 | $1.20M | 0.07% | +16,651 | New |
| Manufacturers Life Insurance Company, The | 16,469 | $1.19M | 0.00% | +70+0.4% | Added |
| Voya Investment Management LLC | 16,123 | $1.17M | 0.00% | −176−1.1% | Reduced |
| Benjamin Edwards Inc | 15,582 | $1.13M | 0.27% | −864−5.3% | Reduced |
| Winton Group Ltd | 14,842 | $1.07M | 0.07% | +14,842 | New |
| Oregon Public Employees Retirement Fund | 13,400 | $968.4K | 0.01% | +13,400 | New |
| Commonwealth Equity Services, LLC | 12,440 | $899.0K | 0.00% | +51+0.4% | Added |
| Teachers Retirement System of the State of Kentucky | 12,100 | $874.0K | 0.01% | +12,100 | New |