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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 4,168 | $301.0K | 0.00% | −7,431−64.1% | Reduced |
| Accredited Investors Inc. | 4,171 | $301.5K | 0.02% | +25+0.6% | Added |
| Johnson Midwest Financial, LLC | 4,482 | $323.9K | 0.47% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 4,502 | $325.4K | 0.00% | +4,502 | New |
| State of Wisconsin Investment Board | 4,719 | $341.0K | 0.00% | +48+1.0% | Added |
| Proequities, Inc. | 4,761 | $344.1K | 0.03% | −134−2.7% | Reduced |
| Mercer Global Advisors Inc | 4,819 | $348.0K | 0.00% | +1,231+34.3% | Added |
| Hendershot Investments Inc. | 5,000 | $361.4K | 0.06% | 00.0% | Unchanged |
| World Equity Group, Inc. | 27,710 | $362.2K | 0.06% | +27,710 | New |
| Trilogy Capital Inc. | 5,129 | $370.7K | 0.03% | +5,129 | New |
| Opus Capital Group, LLC | 5,266 | $381.0K | 0.07% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 5,450 | $393.9K | 0.59% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,582 | $403.4K | 0.00% | +5,582 | New |
| Baird Financial Group, Inc. | 5,708 | $412.5K | 0.00% | +1,463+34.5% | Added |
| James Investment Research Inc | 5,978 | $432.0K | 0.06% | +6+0.1% | Added |
| ProShare Advisors LLC | 5,978 | $432.0K | 0.00% | +685+12.9% | Added |
| Neuberger Berman Group LLC | 6,000 | $433.6K | 0.00% | +711+13.4% | Added |
| Janney Montgomery Scott LLC | 6,003 | $434.0K | 0.00% | +1,020+20.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,081 | $439.5K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,089 | $440.1K | 0.01% | +56+0.9% | Added |
| Pictet Asset Management SA | 6,097 | $440.6K | 0.00% | −704−10.4% | Reduced |
| North Point Portfolio Managers Corp | 6,100 | $440.8K | 0.07% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 6,200 | $447.9K | 0.01% | −1,050−14.5% | Reduced |
| Valtinson Bruner Financial Planning LLC | 6,347 | $458.7K | 0.26% | +9+0.1% | Added |
| Kestra Private Wealth Services, LLC | 6,539 | $472.6K | 0.02% | +6,539 | New |
| Toroso Investments, LLC | 6,570 | $475.0K | 0.02% | +6,570 | New |
| New York Life Investment Management LLC | 6,601 | $477.1K | 0.01% | −2,477−27.3% | Reduced |
| Iowa State Bank | 6,796 | $491.1K | 0.12% | 00.0% | Unchanged |
| Csenge Advisory Group | 6,883 | $497.4K | 0.04% | +288+4.4% | Added |
| SEI Investments Co | 6,998 | $505.8K | 0.00% | −4,398−38.6% | Reduced |
| Bell Bank | 7,086 | $512.1K | 0.05% | 00.0% | Unchanged |
| Franklin Resources Inc | 7,165 | $517.8K | 0.00% | −729−9.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,230 | $523.0K | 0.00% | +203+2.9% | Added |
| First Hawaiian Bank | 7,295 | $527.2K | 0.02% | −15−0.2% | Reduced |
| CWM Advisors, LLC | 7,306 | $528.0K | 0.07% | +7,306 | New |
| SNS Financial Group, LLC | 7,459 | $539.1K | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7,537 | $544.7K | 0.00% | +1,238+19.7% | Added |
| Zebra Capital Management LLC | 7,746 | $560.0K | 2.80% | −2,978−27.8% | Reduced |
| Public Employees Retirement Association of Colorado | 8,170 | $590.0K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 8,490 | $613.6K | 0.43% | −292−3.3% | Reduced |
| Envestnet Asset Management Inc | 266,777 | $616.7K | 0.00% | +251,703+1,669.8% | Added |
| Mutual of America Capital Management LLC | 8,574 | $619.6K | 0.01% | +8,574 | New |
| Acadian Asset Management LLC | 8,936 | $643.0K | 0.00% | −115,077−92.8% | Reduced |
| Wesbanco Bank Inc | 9,273 | $670.0K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 9,270 | $670.0K | 0.00% | +705+8.2% | Added |
| Man Group plc | – | $683.0K | 0.00% | – | – |
| AQR Capital Management LLC | 9,921 | $717.0K | 0.00% | −32,590−76.7% | Reduced |
| Alps Advisors Inc | 10,013 | $723.6K | 0.01% | +833+9.1% | Added |
| Foster & Motley Inc | 10,299 | $744.0K | 0.06% | −44−0.4% | Reduced |
| Putnam Investments LLC | 10,842 | $783.6K | 0.00% | −459−4.1% | Reduced |
| Arizona State Retirement System | 10,856 | $784.6K | 0.01% | +284+2.7% | Added |
| Bank of Montreal | 10,926 | $790.2K | 0.00% | +5,171+89.9% | Added |
| Ensign Peak Advisors, Inc | 11,200 | $809.4K | 0.00% | +2,800+33.3% | Added |
| Affinity Investment Advisors, LLC | 11,228 | $811.4K | 0.43% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,492 | $830.5K | 0.01% | −231−2.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 12,000 | $867.2K | 0.13% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 12,100 | $874.0K | 0.01% | +12,100 | New |
| Commonwealth Equity Services, LLC | 12,440 | $899.0K | 0.00% | +51+0.4% | Added |
| Oregon Public Employees Retirement Fund | 13,400 | $968.4K | 0.01% | +13,400 | New |
| Winton Group Ltd | 14,842 | $1.07M | 0.07% | +14,842 | New |
| Benjamin Edwards Inc | 15,582 | $1.13M | 0.27% | −864−5.3% | Reduced |
| Voya Investment Management LLC | 16,123 | $1.17M | 0.00% | −176−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 16,469 | $1.19M | 0.00% | +70+0.4% | Added |
| Focus Financial Network, Inc. | 16,651 | $1.20M | 0.07% | +16,651 | New |
| The PNC Financial Services Group, Inc. | 16,711 | $1.21M | 0.00% | +1,164+7.5% | Added |
| Maryland State Retirement & Pension System | 16,765 | $1.21M | 0.03% | +16,765 | New |
| New York State Teachers Retirement System | 16,780 | $1.21M | 0.00% | +13,180+366.1% | Added |
| RBA Wealth Management, LLC | 17,273 | $1.25M | 0.62% | +5,753+49.9% | Added |
| Truist Financial Corp | 17,476 | $1.26M | 0.00% | +200+1.2% | Added |
| Susquehanna Fundamental Investments, LLC | 17,612 | $1.27M | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 17,787 | $1.29M | 0.01% | −1,368−7.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 17,896 | $1.29M | 0.00% | +251+1.4% | Added |
| ICA Group Wealth Management, LLC | 17,955 | $1.30M | 0.31% | +2,631+17.2% | Added |
| Raymond James & Associates | 18,239 | $1.32M | 0.00% | −220−1.2% | Reduced |
| Amalgamated Bank | 18,253 | $1.32M | 0.01% | +12,299+206.6% | Added |
| Squarepoint Ops LLC | 18,302 | $1.32M | 0.01% | −13,649−42.7% | Reduced |
| SG Americas Securities, LLC | 19,133 | $1.38M | 0.02% | +4,219+28.3% | Added |
| Louisiana State Employees Retirement System | 19,400 | $1.40M | 0.04% | +19,400 | New |
| Citigroup Inc | 19,676 | $1.42M | 0.00% | +17,042+647.0% | Added |
| Janus Henderson Group PLC | 20,278 | $1.47M | 0.00% | +11,310+126.1% | Added |
| Allspring Global Investments Holdings, LLC | 20,691 | $1.50M | 0.00% | −388−1.8% | Reduced |
| Vident Investment Advisory, LLC | 20,939 | $1.51M | 0.05% | −17,954−46.2% | Reduced |
| MetLife Investment Management | 21,859 | $1.58M | 0.01% | +170+0.8% | Added |
| Kestra Advisory Services, LLC | 22,031 | $1.59M | 0.02% | −5,436−19.8% | Reduced |
| Balyasny Asset Management LLC | 22,344 | $1.61M | 0.01% | +14,789+195.8% | Added |
| American International Group, Inc. | 22,489 | $1.63M | 0.01% | +3,030+15.6% | Added |
| CWM, LLC | 22,588 | $1.63M | 0.01% | −485−2.1% | Reduced |
| Advisor Group Holdings, Inc. | 23,379 | $1.69M | 0.00% | −2,699−10.3% | Reduced |
| Yousif Capital Management, LLC | 23,397 | $1.69M | 0.02% | +23,397 | New |
| Raymond James Financial Services Advisors, Inc. | 23,845 | $1.72M | 0.00% | +1,528+6.8% | Added |
| Gotham Asset Management, LLC | 23,920 | $1.73M | 0.04% | −59−0.2% | Reduced |
| Price T Rowe Associates Inc | 25,016 | $1.81M | 0.00% | +657+2.7% | Added |
| Barclays PLC | 25,572 | $1.85M | 0.00% | +14,527+131.5% | Added |
| HRT Financial LP | 26,394 | $1.91M | 0.02% | +26,394 | New |
| American Century Companies Inc | 27,013 | $1.95M | 0.00% | +183+0.7% | Added |
| Credit Suisse AG | 27,042 | $1.95M | 0.00% | −15−0.1% | Reduced |
| Gateway Wealth Partners, LLC | 27,271 | $1.97M | 0.30% | +5,060+22.8% | Added |
| State of Alaska, Department of Revenue | 28,516 | $2.06M | 0.02% | +28,516 | New |
| BNP Paribas Arbitrage, SA | 29,422 | $2.13M | 0.00% | +13,899+89.5% | Added |
| State of Tennessee, Treasury Department | 29,505 | $2.13M | 0.01% | +29,505 | New |