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Livermore
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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.

Institutional holdersQ1 2023: 256 institutions
Q1 2021: 174 institutionsQ2 2021: 169 institutionsQ3 2021: 199 institutionsQ4 2021: 224 institutionsQ1 2022: 235 institutionsQ2 2022: 249 institutionsQ3 2022: 266 institutionsQ4 2022: 249 institutionsQ1 2023: 256 institutionsQ2 2023: 261 institutionsQ3 2023: 277 institutionsQ4 2023: 298 institutionsQ1 2024: 304 institutionsQ2 2024: 315 institutionsQ3 2024: 328 institutionsQ4 2024: 324 institutionsQ1 2025: 334 institutionsQ2 2025: 345 institutionsQ3 2025: 345 institutionsQ4 2025: 354 institutionsQ1 2026: 347 institutionsQ2 2026: 363 institutions
Value heldQ1 2023: $1.83B
Q1 2021: $887.4MQ2 2021: $935.3MQ3 2021: $1.09BQ4 2021: $1.38BQ1 2022: $1.22BQ2 2022: $1.33BQ3 2022: $1.26BQ4 2022: $1.19BQ1 2023: $1.83BQ2 2023: $1.99BQ3 2023: $1.89BQ4 2023: $2.16BQ1 2024: $2.12BQ2 2024: $2.16BQ3 2024: $2.05BQ4 2024: $2.03BQ1 2025: $2.21BQ2 2025: $2.12BQ3 2025: $2.31BQ4 2025: $2.29BQ1 2026: $2.57BQ2 2026: $2.65B
Institutions holding OTTR and their total value by quarter
QuarterHoldersValue
Q2 2026363$2.65B
Q1 2026347$2.57B
Q4 2025354$2.29B
Q3 2025345$2.31B
Q2 2025345$2.12B
Q1 2025334$2.21B
Q4 2024324$2.03B
Q3 2024328$2.05B
Q2 2024315$2.16B
Q1 2024304$2.12B
Q4 2023298$2.16B
Q3 2023277$1.89B
Q2 2023261$1.99B
Q1 2023256$1.83B
Q4 2022249$1.19B
Q3 2022266$1.26B
Q2 2022249$1.33B
Q1 2022235$1.22B
Q4 2021224$1.38B
Q3 2021199$1.09B
Q2 2021169$935.3M
Q1 2021174$887.4M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q4 2022.

Institutions holding OTTR in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
NJ State Employees Deferred Compensation Plan12,000$867.2K0.13%00.0%Unchanged
GWM Advisors LLC11,492$830.5K0.01%−231−2.0%Reduced
Affinity Investment Advisors, LLC11,228$811.4K0.43%00.0%Unchanged
Ensign Peak Advisors, Inc11,200$809.4K0.00%+2,800+33.3%Added
Bank of Montreal10,926$790.2K0.00%+5,171+89.9%Added
Arizona State Retirement System10,856$784.6K0.01%+284+2.7%Added
Putnam Investments LLC10,842$783.6K0.00%−459−4.1%Reduced
Foster & Motley Inc10,299$744.0K0.06%−44−0.4%Reduced
Alps Advisors Inc10,013$723.6K0.01%+833+9.1%Added
AQR Capital Management LLC9,921$717.0K0.00%−32,590−76.7%Reduced
Man Group plc–$683.0K0.00%––
Wesbanco Bank Inc9,273$670.0K0.03%00.0%Unchanged
KBC Group NV9,270$670.0K0.00%+705+8.2%Added
Acadian Asset Management LLC8,936$643.0K0.00%−115,077−92.8%Reduced
Mutual of America Capital Management LLC8,574$619.6K0.01%+8,574New
Envestnet Asset Management Inc266,777$616.7K0.00%+251,703+1,669.8%Added
Virtus Investment Advisers, Inc.8,490$613.6K0.43%−292−3.3%Reduced
Public Employees Retirement Association of Colorado8,170$590.0K0.00%00.0%Unchanged
Zebra Capital Management LLC7,746$560.0K2.80%−2,978−27.8%Reduced
Jane Street Group, LLC7,537$544.7K0.00%+1,238+19.7%Added
SNS Financial Group, LLC7,459$539.1K0.07%00.0%Unchanged
CWM Advisors, LLC7,306$528.0K0.07%+7,306New
First Hawaiian Bank7,295$527.2K0.02%−15−0.2%Reduced
Cambridge Investment Research Advisors, Inc.7,230$523.0K0.00%+203+2.9%Added
Franklin Resources Inc7,165$517.8K0.00%−729−9.2%Reduced
Bell Bank7,086$512.1K0.05%00.0%Unchanged
SEI Investments Co6,998$505.8K0.00%−4,398−38.6%Reduced
Csenge Advisory Group6,883$497.4K0.04%+288+4.4%Added
Iowa State Bank6,796$491.1K0.12%00.0%Unchanged
New York Life Investment Management LLC6,601$477.1K0.01%−2,477−27.3%Reduced
Toroso Investments, LLC6,570$475.0K0.02%+6,570New
Kestra Private Wealth Services, LLC6,539$472.6K0.02%+6,539New
Valtinson Bruner Financial Planning LLC6,347$458.7K0.26%+9+0.1%Added
D.A. Davidson & Co.6,200$447.9K0.01%−1,050−14.5%Reduced
North Point Portfolio Managers Corp6,100$440.8K0.07%00.0%Unchanged
Pictet Asset Management SA6,097$440.6K0.00%−704−10.4%Reduced
Coldstream Capital Management Inc6,089$440.1K0.01%+56+0.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)6,081$439.5K0.00%00.0%Unchanged
Janney Montgomery Scott LLC6,003$434.0K0.00%+1,020+20.5%Added
Neuberger Berman Group LLC6,000$433.6K0.00%+711+13.4%Added
ProShare Advisors LLC5,978$432.0K0.00%+685+12.9%Added
James Investment Research Inc5,978$432.0K0.06%+6+0.1%Added
Baird Financial Group, Inc.5,708$412.5K0.00%+1,463+34.5%Added
Private Advisor Group, LLC5,582$403.4K0.00%+5,582New
Lewis Capital Management, LLC5,450$393.9K0.59%00.0%Unchanged
Opus Capital Group, LLC5,266$381.0K0.07%00.0%Unchanged
Trilogy Capital Inc.5,129$370.7K0.03%+5,129New
World Equity Group, Inc.27,710$362.2K0.06%+27,710New
Hendershot Investments Inc.5,000$361.4K0.06%00.0%Unchanged
Mercer Global Advisors Inc4,819$348.0K0.00%+1,231+34.3%Added
Proequities, Inc.4,761$344.1K0.03%−134−2.7%Reduced
State of Wisconsin Investment Board4,719$341.0K0.00%+48+1.0%Added
CI Private Wealth, LLC4,502$325.4K0.00%+4,502New
Johnson Midwest Financial, LLC4,482$323.9K0.47%00.0%Unchanged
Accredited Investors Inc.4,171$301.5K0.02%+25+0.6%Added
Teacher Retirement System of Texas4,168$301.0K0.00%−7,431−64.1%Reduced
Bremer Bank National Association4,101$296.4K0.06%00.0%Unchanged
Covestor Ltd4,060$293.0K0.26%+1,634+67.4%Added
AdvisorNet Financial, Inc3,945$285.1K0.03%+51+1.3%Added
Cetera Advisor Networks LLC3,935$284.4K0.00%−437−10.0%Reduced
Alerus Financial NA3,930$284.0K0.03%00.0%Unchanged
Hancock Whitney Corp3,906$282.0K0.01%−35−0.9%Reduced
GW Henssler & Associates Ltd3,895$281.5K0.02%+56+1.5%Added
Connor, Clark & Lunn Investment Management Ltd.3,789$273.8K0.00%+3,789New
Panagora Asset Management Inc3,733$269.8K0.00%+3,733New
Avantax Advisory Services, Inc.3,727$269.3K0.00%+3,727New
Chesley Taft & Associates LLC3,680$266.0K0.02%00.0%Unchanged
ExodusPoint Capital Management, LP3,623$262.0K0.00%−19,893−84.6%Reduced
NorthRock Partners, LLC3,602$260.3K0.03%00.0%Unchanged
Ifrah Financial Services, Inc.3,594$259.7K0.08%−151−4.0%Reduced
Alberta Investment Management Corp3,568$257.9K0.00%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC3,553$256.8K0.00%+3,553New
Flagship Harbor Advisors, LLC3,543$256.1K0.02%−145−3.9%Reduced
Mariner, LLC3,543$256.0K0.00%+3,543New
Two Sigma Securities, LLC3,518$254.2K0.02%+3,518New
Summit Global Investments3,500$253.0K0.02%+3,500New
Wedbush Securities Inc3,446$249.0K0.01%+3,446New
Stifel Financial Corp3,400$245.7K0.00%−622−15.5%Reduced
Crossmark Global Holdings, Inc.3,387$245.0K0.01%+3,387New
HighTower Advisors, LLC3,272$237.0K0.00%+3,272New
Ameritas Investment Partners, Inc.3,225$233.1K0.01%00.0%Unchanged
IHT Wealth Management, LLC3,031$219.1K0.01%+3,031New
First Interstate Bank2,954$213.5K0.02%+2,954New
FMR LLC2,881$208.2K0.00%−40,112−93.3%Reduced
Steward Partners Investment Advisory, LLC2,866$207.1K0.00%00.0%Unchanged
Mairs & Power Inc2,800$202.4K0.00%+2,800New
Wealth Alliance Advisory Group, LLC2,779$200.8K0.08%+2,779New
Bokf, NA2,654$191.8K0.00%+2,654New
Global Retirement Partners, LLC2,340$179.7K0.01%+2,329+21,172.7%Added
Institutional & Family Asset Management, LLC2,328$168.2K0.03%00.0%Unchanged
Metropolitan Life Insurance Co2,192$158.4K0.01%−316−12.6%Reduced
Milestone Investment Advisors LLC2,003$144.8K0.04%+2,003New
Harbour Investments, Inc.1,883$136.1K0.01%+32+1.7%Added
Nisa Investment Advisors, LLC1,835$133.0K0.00%+300+19.5%Added
Private Trust Co NA1,804$130.4K0.02%00.0%Unchanged
STRS Ohio1,700$122.0K0.00%+1,500+750.0%Added
Northwestern Mutual Wealth Management Co1,536$111.0K0.00%00.0%Unchanged
Shell Asset Management Co1,414$102.0K0.00%−5−0.4%Reduced
JNBA Financial Advisors1,404$101.5K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)1,234$89.0K0.00%+914+285.6%Added