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, Q2 2023
Institutional positions in Otter Tail Corp as of Jun 30, 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
- 261
- +6 vs. Q1 2023
- Shares held
- 25.2M
- −397.0K (−1.5%) vs. Q1 2023
- Total value
- $1.99B
- +$159.5M (+8.7%) vs. Q1 2023
- New holders
- 29
- 79 more added
- Sold out
- 23
- 92 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 6,523,732 | $515.1M | 0.01% | −1,4810.0% | Reduced |
| Vanguard Group Inc | 5,434,896 | $429.1M | 0.01% | −147,578−2.6% | Reduced |
| State Street Corp | 1,494,501 | $118.0M | 0.01% | +19,124+1.3% | Added |
| Dimensional Fund Advisors LP | 1,031,366 | $81.4M | 0.03% | −14,762−1.4% | Reduced |
| First Trust Advisors LP | 991,034 | $78.3M | 0.09% | −63,186−6.0% | Reduced |
| Geode Capital Management, LLC | 843,716 | $66.6M | 0.01% | +27,779+3.4% | Added |
| Gabelli Funds LLC | 669,900 | $52.9M | 0.40% | −55,600−7.7% | Reduced |
| Northern Trust Corp | 625,978 | $49.4M | 0.01% | −1,284−0.2% | Reduced |
| Bank of New York Mellon Corp | 543,494 | $42.9M | 0.01% | −39,732−6.8% | Reduced |
| Charles Schwab Investment Management Inc | 497,788 | $39.3M | 0.01% | +1,179+0.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 413,326 | $32.6M | 0.19% | −1,237−0.3% | Reduced |
| Nuveen Asset Management, LLC | 406,006 | $32.1M | 0.01% | −92,040−18.5% | Reduced |
| Morgan Stanley | 334,199 | $26.4M | 0.00% | +9,781+3.0% | Added |
| Gamco Investors, Inc. Et Al | 302,892 | $23.9M | 0.25% | −18,325−5.7% | Reduced |
| Principal Financial Group Inc | 243,778 | $19.2M | 0.01% | −13,253−5.2% | Reduced |
| Victory Capital Management Inc | 204,860 | $16.2M | 0.02% | −2,828−1.4% | Reduced |
| LSV Asset Management | 203,816 | $16.1M | 0.04% | −3,900−1.9% | Reduced |
| Invesco Ltd. | 190,059 | $15.0M | 0.00% | +37,659+24.7% | Added |
| Ameriprise Financial Inc | 178,554 | $14.1M | 0.00% | −10,898−5.8% | Reduced |
| Federated Hermes, Inc. | 172,890 | $13.7M | 0.03% | −15,886−8.4% | Reduced |
| Royal Bank of Canada | 158,519 | $12.5M | 0.00% | +12,940+8.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 143,430 | $11.3M | 0.04% | +3,460+2.5% | Added |
| Legal & General Group Plc | 118,570 | $9.36M | 0.00% | +250.0% | Added |
| ProShare Advisors LLC | 111,926 | $8.84M | 0.03% | +105,948+1,772.3% | Added |
| Phocas Financial Corp. | 111,457 | $8.80M | 1.20% | −800−0.7% | Reduced |
| Rhumbline Advisers | 104,828 | $8.28M | 0.01% | −2,348−2.2% | Reduced |
| Goldman Sachs Group Inc | 91,840 | $7.25M | 0.00% | +18,300+24.9% | Added |
| JPMorgan Chase & Co | 86,845 | $6.86M | 0.00% | +4,284+5.2% | Added |
| Swiss National Bank | 81,700 | $6.45M | 0.00% | +800+1.0% | Added |
| Bank of America Corp | 76,095 | $6.01M | 0.00% | −23,324−23.5% | Reduced |
| Public Sector Pension Investment Board | 74,038 | $5.85M | 0.04% | +819+1.1% | Added |
| Whittier Trust Co | 66,482 | $5.25M | 0.09% | +1,061+1.6% | Added |
| Prudential Financial Inc | 60,921 | $4.81M | 0.01% | −9,300−13.2% | Reduced |
| First Manhattan Co | 59,298 | $4.68M | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 57,428 | $4.53M | 0.01% | +56,628+7,078.5% | Added |
| UBS Group AG | 53,983 | $4.26M | 0.00% | +7,474+16.1% | Added |
| Martingale Asset Management L P | 52,988 | $4.18M | 0.08% | −6,064−10.3% | Reduced |
| Alliancebernstein L.P. | 52,191 | $4.12M | 0.00% | +2,000+4.0% | Added |
| BNP Paribas Arbitrage, SA | 49,603 | $3.92M | 0.01% | +20,181+68.6% | Added |
| LPL Financial LLC | 49,220 | $3.89M | 0.00% | +14,845+43.2% | Added |
| Aptus Capital Advisors, LLC | 48,904 | $3.86M | 0.11% | +3,648+8.1% | Added |
| New York State Common Retirement Fund | 48,164 | $3.80M | 0.00% | −5,023−9.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,149 | $3.72M | 0.03% | +3,069+7.0% | Added |
| California State Teachers Retirement System | 46,756 | $3.69M | 0.01% | −1,464−3.0% | Reduced |
| Wells Fargo & Company | 46,378 | $3.66M | 0.00% | +8,534+22.6% | Added |
| Mackenzie Financial Corp | 45,688 | $3.60M | 0.01% | −628−1.4% | Reduced |
| Manufacturers Life Insurance Company, The | 44,778 | $3.54M | 0.00% | +28,309+171.9% | Added |
| Thrivent Financial for Lutherans | 39,902 | $3.15M | 0.01% | −1,355−3.3% | Reduced |
| US Bancorp | 39,409 | $3.11M | 0.01% | −273−0.7% | Reduced |
| Texas Permanent School Fund | 36,726 | $2.90M | 0.03% | −609−1.6% | Reduced |
| Great West Life Assurance Co | 36,276 | $2.86M | 0.01% | −3,125−7.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 35,176 | $2.78M | 0.09% | +436+1.3% | Added |
| State Board of Administration of Florida Retirement System | 33,803 | $2.67M | 0.01% | −7,396−18.0% | Reduced |
| Credit Suisse AG | 33,418 | $2.64M | 0.00% | +6,376+23.6% | Added |
| Citigroup Inc | 33,189 | $2.62M | 0.00% | +13,513+68.7% | Added |
| State of New Jersey Common Pension Fund D | 32,243 | $2.55M | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 31,746 | $2.51M | 0.01% | +9,402+42.1% | Added |
| Gateway Wealth Partners, LLC | 31,549 | $2.49M | 0.45% | +4,278+15.7% | Added |
| UBS Asset Management Americas Inc | 34,362 | $2.48M | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 29,692 | $2.34M | 0.01% | +29,692 | New |
| State of Alaska, Department of Revenue | 27,445 | $2.17M | 0.03% | −1,071−3.8% | Reduced |
| Franklin Resources Inc | 27,387 | $2.16M | 0.00% | +20,222+282.2% | Added |
| Virginia Retirement Systems Et Al | 27,300 | $2.16M | 0.02% | −2,500−8.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 26,845 | $2.12M | 0.00% | +3,000+12.6% | Added |
| State of Tennessee, Treasury Department | 26,477 | $2.09M | 0.01% | −3,028−10.3% | Reduced |
| American Century Companies Inc | 26,293 | $2.08M | 0.00% | −720−2.7% | Reduced |
| Jupiter Asset Management Ltd | 26,194 | $2.07M | 0.02% | +26,194 | New |
| Susquehanna International Group, LLP | 25,924 | $2.05M | 0.00% | −7,316−22.0% | Reduced |
| Price T Rowe Associates Inc | 25,539 | $2.02M | 0.00% | +523+2.1% | Added |
| Renaissance Technologies LLC | 25,504 | $2.01M | 0.00% | −45,400−64.0% | Reduced |
| North Star Investment Management Corp. | 25,142 | $1.99M | 0.16% | −19,061−43.1% | Reduced |
| Deutsche Bank AG | 24,526 | $1.94M | 0.00% | −11,748−32.4% | Reduced |
| Los Angeles Capital Management LLC | 24,447 | $1.93M | 0.01% | +6,660+37.4% | Added |
| Advisor Group Holdings, Inc. | 23,281 | $1.84M | 0.00% | −98−0.4% | Reduced |
| American International Group, Inc. | 22,206 | $1.75M | 0.01% | −283−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 22,130 | $1.75M | 0.06% | +20,896+1,693.4% | Added |
| Yousif Capital Management, LLC | 22,025 | $1.74M | 0.02% | −1,372−5.9% | Reduced |
| Louisiana State Employees Retirement System | 21,900 | $1.73M | 0.04% | +2,500+12.9% | Added |
| Vident Investment Advisory, LLC | 21,797 | $1.72M | 0.06% | +858+4.1% | Added |
| MetLife Investment Management | 21,537 | $1.70M | 0.01% | −322−1.5% | Reduced |
| Barclays PLC | 21,127 | $1.67M | 0.00% | −4,445−17.4% | Reduced |
| Janus Henderson Group PLC | 20,720 | $1.64M | 0.00% | +442+2.2% | Added |
| Kestra Advisory Services, LLC | 20,584 | $1.63M | 0.02% | −1,447−6.6% | Reduced |
| CWM, LLC | 20,304 | $1.60M | 0.01% | −2,284−10.1% | Reduced |
| New York State Teachers Retirement System | 20,242 | $1.60M | 0.00% | +3,462+20.6% | Added |
| Jane Street Group, LLC | 20,157 | $1.59M | 0.00% | +12,620+167.4% | Added |
| Raymond James & Associates | 19,068 | $1.51M | 0.00% | +829+4.5% | Added |
| Allspring Global Investments Holdings, LLC | 18,914 | $1.49M | 0.00% | −1,777−8.6% | Reduced |
| RBA Wealth Management, LLC | 18,055 | $1.43M | 0.66% | +782+4.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,896 | $1.41M | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 17,900 | $1.41M | 0.01% | −353−1.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 17,734 | $1.40M | 0.01% | +13,945+368.0% | Added |
| Susquehanna Fundamental Investments, LLC | 17,612 | $1.39M | 0.05% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 17,124 | $1.35M | 0.08% | +473+2.8% | Added |
| The PNC Financial Services Group, Inc. | 17,081 | $1.35M | 0.00% | +370+2.2% | Added |
| Man Group plc | 16,950 | $1.34M | 0.00% | – | – |
| Voya Investment Management LLC | 16,490 | $1.30M | 0.00% | +367+2.3% | Added |
| Maryland State Retirement & Pension System | 16,251 | $1.28M | 0.03% | −514−3.1% | Reduced |
| Bank of Montreal | 15,827 | $1.26M | 0.00% | +4,901+44.9% | Added |
| Benjamin Edwards Inc | 15,862 | $1.25M | 0.29% | +280+1.8% | Added |