Otter Tail Corp

OTTR

Exchange: Nasdaq
Industry: Electric Services
SEC CIK: 0001466593

SEC filings (opens in a new tab)

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.

Q2 2023 vs. Q1 2023

How the institutions holding Otter Tail Corp changed between Q1 2023 and Q2 2023.

All holders in Q2 2023 All holders in Q1 2023

13F holders of OTTR: Q1 2023 compared with Q2 2023
Measure	Q1 2023	Of which not filed for Q2 2023	Q2 2023	Change
Holders	256	1	261	+6
Shares	25.6M	7.75K	25.2M	−397.0K (−1.5%)
Value	$1.83B	$560.0K	$1.99B	+$159.5M (+8.7%)

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Otter Tail Corp at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to OTTR in Q2 2023
Institution	Shares	Value	% of portfolio
Cerity Partners LLC	29,692	$2.34M	0.01%
Jupiter Asset Management Ltd	26,194	$2.07M	0.02%
Jackson Creek Investment Advisors LLC	11,812	$933.0K	0.37%
Versor Investments LP	8,652	$683.2K	0.12%
Millennium Management LLC	8,366	$660.6K	0.00%
Royce & Associates LP	8,037	$634.6K	0.01%
D. E. Shaw & Co., Inc.	5,800	$458.0K	0.00%
Occudo Quantitative Strategies LP	4,920	$388.5K	0.04%
Centiva Capital, LP	4,598	$363.1K	0.02%
Linden Thomas Advisory Services, LLC	3,209	$253.4K	0.06%
Creative Planning	3,115	$246.0K	0.00%
TD Asset Management Inc	2,900	$229.0K	0.00%
Great Waters Wealth Management	2,860	$225.8K	0.04%
Everence Capital Management Inc	2,930	$217.0K	0.02%
Compass Financial Group, INC	2,651	$209.3K	0.06%
CIBC Asset Management Inc	2,581	$203.8K	0.00%
Independent Advisor Alliance	2,571	$203.0K	0.01%
ORG Partners LLC	1,643	$129.6K	0.02%
Bessemer Group Inc	1,033	$82.0K	0.00%
Trust Co of Vermont	800	$63.2K	0.00%
Fiduciary Alliance LLC	540	$42.6K	0.01%
Cherry Tree Wealth Management, LLC	454	$35.8K	0.01%
Kepos Capital LP	446	$35.0K	0.01%
West Tower Group, LLC	423	$33.4K	0.02%
Pacer Advisors, Inc.	421	$33.2K	0.00%
First Capital Advisors Group, LLC.	10	$790	0.00%
Oliver Lagore Vanvalin Investment Group	8	$632	0.00%
Abound Wealth Management	5	$395	0.00%
Sofos Investments, Inc.	79	$143	0.00%

Sold out (23)

Institutions that held Otter Tail Corp at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of OTTR in Q2 2023
Institution	Shares, Q1 2023	Value, Q1 2023
HRT Financial LP	26,394	$1.91M
SG Americas Securities, LLC	19,133	$1.38M
Squarepoint Ops LLC	18,302	$1.32M
Acadian Asset Management LLC	8,936	$643.0K
CWM Advisors, LLC	7,306	$528.0K
North Point Portfolio Managers Corp	6,100	$440.8K
Baird Financial Group, Inc.	5,708	$412.5K
World Equity Group, Inc.	27,710	$362.2K
Two Sigma Securities, LLC	3,518	$254.2K
Summit Global Investments	3,500	$253.0K
Stifel Financial Corp	3,400	$245.7K
First Interstate Bank	2,954	$213.5K
Milestone Investment Advisors LLC	2,003	$144.8K
State of Wyoming	1,003	$72.5K
Sound Income Strategies, LLC	500	$36.1K
Mendota Financial Group, LLC	470	$29.4K
Jones Financial Companies LLLP	213	$15.4K
TCI Wealth Advisors, Inc.	168	$12.1K
Ameritas Advisory Services, LLC	150	$11.0K
HM Payson & Co	100	$7.23K
Denali Advisors LLC	26	$1.88K
Schubert & Co	14	$1.01K
Psagot Value Holdings Ltd. / (Israel)	8	$1.00K

Not filed for Q2 2023 yet (1)

Institutions that held Otter Tail Corp at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTTR in Q1 2023 that haven't filed for Q2 2023
Institution	Shares, Q1 2023	Value, Q1 2023
Zebra Capital Management LLC	7,746	$560.0K