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 |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 79 | $143 | 0.00% | +79 | New |
| Abound Wealth Management | 5 | $395 | 0.00% | +5 | New |
| Disciplined Investments, LLC | 7 | $553 | 0.00% | −100−93.5% | Reduced |
| SJS Investment Consulting Inc. | 8 | $632 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 8 | $632 | 0.00% | +8 | New |
| First Capital Advisors Group, LLC. | 10 | $790 | 0.00% | +10 | New |
| Archer Investment Corp | 12 | $948 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.10K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14 | $1.10K | 0.00% | +7+100.0% | Added |
| RFP Financial Group LLC | 15 | $1.18K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $1.90K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $2.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 32 | $2.53K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34 | $2.69K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 46 | $3.63K | 0.00% | +6+15.0% | Added |
| Bell Investment Advisors, Inc | 47 | $3.71K | 0.00% | −6−11.3% | Reduced |
| Pflug Koory, LLC | 50 | $3.95K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 67 | $5.29K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 82 | $6.47K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 83 | $6.55K | 0.00% | −1,721−95.4% | Reduced |
| Parkside Financial Bank & Trust | 93 | $7.34K | 0.00% | +10+12.0% | Added |
| Signaturefd, LLC | 110 | $8.69K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 119 | $9.40K | 0.00% | −105−46.9% | Reduced |
| Allworth Financial LP | 127 | $9.99K | 0.00% | +1+0.8% | Added |
| Stonebridge Capital Advisors LLC | 150 | $11.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 160 | $12.7K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 200 | $15.8K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $15.8K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $15.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 370 | $16.9K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 220 | $17.4K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 316 | $25.0K | 0.02% | +2+0.6% | Added |
| TD Private Client Wealth LLC | 326 | $25.7K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 334 | $26.4K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 339 | $27.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 353 | $27.9K | 0.00% | −36−9.3% | Reduced |
| Ronald Blue Trust, Inc. | 394 | $28.0K | 0.00% | −82−17.2% | Reduced |
| Pacer Advisors, Inc. | 421 | $33.2K | 0.00% | +421 | New |
| West Tower Group, LLC | 423 | $33.4K | 0.02% | +423 | New |
| Chilton Capital Management LLC | 426 | $33.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 431 | $34.0K | 0.00% | +258+149.1% | Added |
| Lazard Asset Management LLC | 453 | $35.0K | 0.00% | −205−31.2% | Reduced |
| Kepos Capital LP | 446 | $35.0K | 0.01% | +446 | New |
| Cherry Tree Wealth Management, LLC | 454 | $35.8K | 0.01% | +454 | New |
| Public Employees Retirement System of Ohio | 513 | $41.0K | 0.00% | −25−4.6% | Reduced |
| Fiduciary Alliance LLC | 540 | $42.6K | 0.01% | +540 | New |
| C M Bidwell & Associates Ltd | 570 | $45.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 600 | $47.4K | 0.02% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 667 | $52.7K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 742 | $58.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 774 | $61.1K | 0.00% | +53+7.4% | Added |
| Trust Co of Vermont | 800 | $63.2K | 0.00% | +800 | New |
| Hussman Strategic Advisors, Inc. | 1,000 | $79.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,033 | $82.0K | 0.00% | +1,033 | New |
| BerganKDV Wealth Management, LLC | 1,094 | $86.4K | 0.01% | +1+0.1% | Added |
| JNBA Financial Advisors | 1,404 | $110.9K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,406 | $111.0K | 0.00% | −8−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,536 | $121.3K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,643 | $129.6K | 0.02% | +1,643 | New |
| Armstrong Advisory Group, Inc | 1,820 | $143.7K | 0.02% | +820+82.0% | Added |
| Advisors Asset Management, Inc. | 1,849 | $146.0K | 0.00% | +1,225+196.3% | Added |
| Harbour Investments, Inc. | 1,915 | $151.2K | 0.01% | +32+1.7% | Added |
| STRS Ohio | 2,000 | $157.0K | 0.00% | +300+17.6% | Added |
| Bokf, NA | 2,236 | $176.6K | 0.00% | −418−15.7% | Reduced |
| Metropolitan Life Insurance Co | 2,254 | $178.0K | 0.01% | +62+2.8% | Added |
| Institutional & Family Asset Management, LLC | 2,328 | $183.8K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,340 | $184.7K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,571 | $203.0K | 0.01% | +2,571 | New |
| CIBC Asset Management Inc | 2,581 | $203.8K | 0.00% | +2,581 | New |
| Compass Financial Group, INC | 2,651 | $209.3K | 0.06% | +2,651 | New |
| Covestor Ltd | 2,669 | $211.0K | 0.16% | −1,391−34.3% | Reduced |
| Toroso Investments, LLC | 2,730 | $216.0K | 0.01% | −3,840−58.4% | Reduced |
| Everence Capital Management Inc | 2,930 | $217.0K | 0.02% | +2,930 | New |
| IHT Wealth Management, LLC | 2,771 | $218.8K | 0.01% | −260−8.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,779 | $219.4K | 0.08% | 00.0% | Unchanged |
| Mairs & Power Inc | 2,800 | $221.1K | 0.00% | 00.0% | Unchanged |
| Great Waters Wealth Management | 2,860 | $225.8K | 0.04% | +2,860 | New |
| Steward Partners Investment Advisory, LLC | 2,866 | $226.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,894 | $228.5K | 0.00% | +13+0.5% | Added |
| TD Asset Management Inc | 2,900 | $229.0K | 0.00% | +2,900 | New |
| NorthRock Partners, LLC | 3,013 | $237.9K | 0.03% | −589−16.4% | Reduced |
| Wedbush Securities Inc | 3,061 | $242.0K | 0.01% | −385−11.2% | Reduced |
| GW Henssler & Associates Ltd | 3,095 | $244.4K | 0.02% | −800−20.5% | Reduced |
| Creative Planning | 3,115 | $246.0K | 0.00% | +3,115 | New |
| HighTower Advisors, LLC | 3,162 | $248.0K | 0.00% | −110−3.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 3,209 | $253.4K | 0.06% | +3,209 | New |
| Crossmark Global Holdings, Inc. | 3,255 | $263.0K | 0.01% | −132−3.9% | Reduced |
| Panagora Asset Management Inc | 3,353 | $264.8K | 0.00% | −380−10.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,412 | $269.4K | 0.01% | +187+5.8% | Added |
| Bremer Bank National Association | 3,435 | $271.2K | 0.05% | −666−16.2% | Reduced |
| Flagship Harbor Advisors, LLC | 3,443 | $271.9K | 0.02% | −100−2.8% | Reduced |
| Neuberger Berman Group LLC | 3,450 | $272.4K | 0.00% | −2,550−42.5% | Reduced |
| Cetera Advisor Networks LLC | 3,566 | $281.6K | 0.00% | −369−9.4% | Reduced |
| Alberta Investment Management Corp | 3,568 | $281.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,635 | $287.0K | 0.00% | +1,800+98.1% | Added |
| Ifrah Financial Services, Inc. | 3,658 | $288.8K | 0.09% | +64+1.8% | Added |
| Chesley Taft & Associates LLC | 3,680 | $290.6K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,709 | $292.9K | 0.00% | −18−0.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,871 | $305.7K | 0.00% | +318+9.0% | Added |
| Alerus Financial NA | 3,930 | $310.3K | 0.03% | 00.0% | Unchanged |