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 |
|---|---|---|---|---|---|
| BerganKDV Wealth Management, LLC | 1,093 | $79.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,003 | $72.5K | 0.02% | −18−1.8% | 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 |
| Citadel Advisors LLC | 800 | $57.8K | 0.00% | −21,678−96.4% | Reduced |
| Geneos Wealth Management Inc. | 742 | $53.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 721 | $52.1K | 0.00% | +21+3.0% | Added |
| Goodman Advisory Group, LLC | 667 | $48.2K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 658 | $47.0K | 0.00% | −6,077−90.2% | Reduced |
| Advisors Asset Management, Inc. | 624 | $45.1K | 0.00% | +624 | New |
| Optimum Investment Advisors | 600 | $43.4K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 570 | $41.2K | 0.03% | −100−14.9% | Reduced |
| Public Employees Retirement System of Ohio | 538 | $39.0K | 0.00% | −8−1.5% | Reduced |
| Sound Income Strategies, LLC | 500 | $36.1K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 426 | $30.8K | 0.00% | +426 | New |
| Mendota Financial Group, LLC | 470 | $29.4K | 0.03% | +470 | New |
| Russell Investments Group, Ltd. | 389 | $28.1K | 0.00% | +389 | New |
| Ronald Blue Trust, Inc. | 476 | $28.0K | 0.00% | −62−11.5% | Reduced |
| West Financial Advisors, LLC | 334 | $24.1K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 339 | $24.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 326 | $23.6K | 0.00% | +141+76.2% | Added |
| HighMark Wealth Management LLC | 314 | $22.7K | 0.02% | +1+0.3% | Added |
| IFP Advisors, Inc | 370 | $16.9K | 0.00% | −75−16.9% | Reduced |
| Gladius Capital Management LP | 224 | $16.2K | 0.00% | −60−21.1% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $15.9K | 0.00% | +220 | New |
| Jones Financial Companies LLLP | 213 | $15.4K | 0.00% | +213 | New |
| 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 |
| Quadrant Capital Group LLC | 173 | $12.5K | 0.00% | +122+239.2% | Added |
| TCI Wealth Advisors, Inc. | 168 | $12.1K | 0.00% | +1+0.6% | Added |
| Plante Moran Financial Advisors, LLC | 160 | $11.6K | 0.00% | +1+0.6% | Added |
| Ameritas Advisory Services, LLC | 150 | $11.0K | 0.00% | +150 | New |
| Stonebridge Capital Advisors LLC | 150 | $10.8K | 0.00% | +50+50.0% | Added |
| Allworth Financial LP | 126 | $9.09K | 0.00% | +1+0.8% | Added |
| Signaturefd, LLC | 110 | $7.95K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 107 | $7.73K | 0.00% | +100+1,428.6% | Added |
| HM Payson & Co | 100 | $7.23K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 83 | $6.00K | 0.00% | +56+207.4% | Added |
| Contravisory Investment Management, Inc. | 82 | $5.93K | 0.00% | −3,943−98.0% | Reduced |
| Farther Finance Advisors, LLC | 67 | $4.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $3.83K | 0.00% | +8+17.8% | Added |
| Pflug Koory, LLC | 50 | $3.61K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 40 | $2.89K | 0.00% | −3−7.0% | Reduced |
| Massmutual Trust Co FSB | 34 | $2.46K | 0.00% | +34 | New |
| Farmers & Merchants Investments Inc | 32 | $2.31K | 0.00% | +32 | New |
| JFS Wealth Advisors, LLC | 27 | $1.95K | 0.00% | −1−3.6% | Reduced |
| Denali Advisors LLC | 26 | $1.88K | 0.00% | −35,800−99.9% | Reduced |
| Versant Capital Management, Inc | 24 | $1.73K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.01K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 14 | $1.01K | 0.00% | +3+27.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 8 | $1.00K | 0.00% | +8 | New |
| Archer Investment Corp | 12 | $867 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $579 | 0.00% | +2+33.3% | Added |
| EverSource Wealth Advisors, LLC | 7 | $506 | 0.00% | +7 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −197,959−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −138,123−100.0% | Sold out |
| First Washington CORP | 0 | $0 | 0.00% | −90,210−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −70,100−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −66,331−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −59,829−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −48,618−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −44,014−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −34,902−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −26,258−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −20,800−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −13,980−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −12,655−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,370−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −9,259−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,696−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −7,258−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −7,144−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,094−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −5,326−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −5,310−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,992−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,875−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −4,874−100.0% | Sold out |
| Watershed Asset Management, L.L.C. | 0 | $0 | 0.00% | −4,545−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −4,498−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −3,825−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −3,702−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,309−100.0% | Sold out |
| Affiance Financial, LLC | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −876−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Goodwin Investment Advisory | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |