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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 7 | $506 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 8 | $579 | 0.00% | +2+33.3% | Added |
| Archer Investment Corp | 12 | $867 | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 8 | $1.00K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 14 | $1.01K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 14 | $1.01K | 0.00% | +3+27.3% | Added |
| RFP Financial Group LLC | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $1.73K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 26 | $1.88K | 0.00% | −35,800−99.9% | Reduced |
| JFS Wealth Advisors, LLC | 27 | $1.95K | 0.00% | −1−3.6% | Reduced |
| Farmers & Merchants Investments Inc | 32 | $2.31K | 0.00% | +32 | New |
| Massmutual Trust Co FSB | 34 | $2.46K | 0.00% | +34 | New |
| Lindbrook Capital, LLC | 40 | $2.89K | 0.00% | −3−7.0% | Reduced |
| Pflug Koory, LLC | 50 | $3.61K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $3.83K | 0.00% | +8+17.8% | Added |
| Farther Finance Advisors, LLC | 67 | $4.84K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 82 | $5.93K | 0.00% | −3,943−98.0% | Reduced |
| Parkside Financial Bank & Trust | 83 | $6.00K | 0.00% | +56+207.4% | Added |
| HM Payson & Co | 100 | $7.23K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 107 | $7.73K | 0.00% | +100+1,428.6% | Added |
| Signaturefd, LLC | 110 | $7.95K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 126 | $9.09K | 0.00% | +1+0.8% | Added |
| Stonebridge Capital Advisors LLC | 150 | $10.8K | 0.00% | +50+50.0% | Added |
| Ameritas Advisory Services, LLC | 150 | $11.0K | 0.00% | +150 | New |
| Plante Moran Financial Advisors, LLC | 160 | $11.6K | 0.00% | +1+0.6% | Added |
| TCI Wealth Advisors, Inc. | 168 | $12.1K | 0.00% | +1+0.6% | Added |
| Quadrant Capital Group LLC | 173 | $12.5K | 0.00% | +122+239.2% | Added |
| First Community Trust NA | 200 | $14.5K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $14.5K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $14.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 213 | $15.4K | 0.00% | +213 | New |
| Nomura Asset Management Co Ltd | 220 | $15.9K | 0.00% | +220 | New |
| Gladius Capital Management LP | 224 | $16.2K | 0.00% | −60−21.1% | Reduced |
| IFP Advisors, Inc | 370 | $16.9K | 0.00% | −75−16.9% | Reduced |
| HighMark Wealth Management LLC | 314 | $22.7K | 0.02% | +1+0.3% | Added |
| TD Private Client Wealth LLC | 326 | $23.6K | 0.00% | +141+76.2% | Added |
| Tradition Wealth Management, LLC | 339 | $24.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 334 | $24.1K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 476 | $28.0K | 0.00% | −62−11.5% | Reduced |
| Russell Investments Group, Ltd. | 389 | $28.1K | 0.00% | +389 | New |
| Mendota Financial Group, LLC | 470 | $29.4K | 0.03% | +470 | New |
| Chilton Capital Management LLC | 426 | $30.8K | 0.00% | +426 | New |
| Sound Income Strategies, LLC | 500 | $36.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 538 | $39.0K | 0.00% | −8−1.5% | Reduced |
| C M Bidwell & Associates Ltd | 570 | $41.2K | 0.03% | −100−14.9% | Reduced |
| Optimum Investment Advisors | 600 | $43.4K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 624 | $45.1K | 0.00% | +624 | New |
| Lazard Asset Management LLC | 658 | $47.0K | 0.00% | −6,077−90.2% | Reduced |
| Goodman Advisory Group, LLC | 667 | $48.2K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 721 | $52.1K | 0.00% | +21+3.0% | Added |
| Geneos Wealth Management Inc. | 742 | $53.6K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 800 | $57.8K | 0.00% | −21,678−96.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,000 | $72.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,000 | $72.3K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,003 | $72.5K | 0.02% | −18−1.8% | Reduced |
| BerganKDV Wealth Management, LLC | 1,093 | $79.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,234 | $89.0K | 0.00% | +914+285.6% | Added |
| JNBA Financial Advisors | 1,404 | $101.5K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,414 | $102.0K | 0.00% | −5−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,536 | $111.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,700 | $122.0K | 0.00% | +1,500+750.0% | Added |
| Private Trust Co NA | 1,804 | $130.4K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,835 | $133.0K | 0.00% | +300+19.5% | Added |
| Harbour Investments, Inc. | 1,883 | $136.1K | 0.01% | +32+1.7% | Added |
| Milestone Investment Advisors LLC | 2,003 | $144.8K | 0.04% | +2,003 | New |
| Metropolitan Life Insurance Co | 2,192 | $158.4K | 0.01% | −316−12.6% | Reduced |
| Institutional & Family Asset Management, LLC | 2,328 | $168.2K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,340 | $179.7K | 0.01% | +2,329+21,172.7% | Added |
| Bokf, NA | 2,654 | $191.8K | 0.00% | +2,654 | New |
| Wealth Alliance Advisory Group, LLC | 2,779 | $200.8K | 0.08% | +2,779 | New |
| Mairs & Power Inc | 2,800 | $202.4K | 0.00% | +2,800 | New |
| Steward Partners Investment Advisory, LLC | 2,866 | $207.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,881 | $208.2K | 0.00% | −40,112−93.3% | Reduced |
| First Interstate Bank | 2,954 | $213.5K | 0.02% | +2,954 | New |
| IHT Wealth Management, LLC | 3,031 | $219.1K | 0.01% | +3,031 | New |
| Ameritas Investment Partners, Inc. | 3,225 | $233.1K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 3,272 | $237.0K | 0.00% | +3,272 | New |
| Crossmark Global Holdings, Inc. | 3,387 | $245.0K | 0.01% | +3,387 | New |
| Stifel Financial Corp | 3,400 | $245.7K | 0.00% | −622−15.5% | Reduced |
| Wedbush Securities Inc | 3,446 | $249.0K | 0.01% | +3,446 | New |
| Summit Global Investments | 3,500 | $253.0K | 0.02% | +3,500 | New |
| Two Sigma Securities, LLC | 3,518 | $254.2K | 0.02% | +3,518 | New |
| Mariner, LLC | 3,543 | $256.0K | 0.00% | +3,543 | New |
| Flagship Harbor Advisors, LLC | 3,543 | $256.1K | 0.02% | −145−3.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,553 | $256.8K | 0.00% | +3,553 | New |
| Alberta Investment Management Corp | 3,568 | $257.9K | 0.00% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 3,594 | $259.7K | 0.08% | −151−4.0% | Reduced |
| NorthRock Partners, LLC | 3,602 | $260.3K | 0.03% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 3,623 | $262.0K | 0.00% | −19,893−84.6% | Reduced |
| Chesley Taft & Associates LLC | 3,680 | $266.0K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,727 | $269.3K | 0.00% | +3,727 | New |
| Panagora Asset Management Inc | 3,733 | $269.8K | 0.00% | +3,733 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 3,789 | $273.8K | 0.00% | +3,789 | New |
| GW Henssler & Associates Ltd | 3,895 | $281.5K | 0.02% | +56+1.5% | Added |
| Hancock Whitney Corp | 3,906 | $282.0K | 0.01% | −35−0.9% | Reduced |
| Alerus Financial NA | 3,930 | $284.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 3,935 | $284.4K | 0.00% | −437−10.0% | Reduced |
| AdvisorNet Financial, Inc | 3,945 | $285.1K | 0.03% | +51+1.3% | Added |
| Covestor Ltd | 4,060 | $293.0K | 0.26% | +1,634+67.4% | Added |
| Bremer Bank National Association | 4,101 | $296.4K | 0.06% | 00.0% | Unchanged |