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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 3,945 | $311.5K | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 4,031 | $318.3K | 0.00% | −471−10.5% | Reduced |
| Accredited Investors Inc. | 4,195 | $331.2K | 0.02% | +24+0.6% | Added |
| Hancock Whitney Corp | 4,366 | $344.0K | 0.01% | +460+11.8% | Added |
| Trilogy Capital Inc. | 4,154 | $349.3K | 0.02% | −975−19.0% | Reduced |
| Johnson Midwest Financial, LLC | 4,482 | $353.9K | 0.31% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,598 | $363.1K | 0.02% | +4,598 | New |
| Proequities, Inc. | 4,785 | $377.9K | 0.03% | +24+0.5% | Added |
| Occudo Quantitative Strategies LP | 4,920 | $388.5K | 0.04% | +4,920 | New |
| Hendershot Investments Inc. | 5,000 | $394.8K | 0.06% | 00.0% | Unchanged |
| Bell Bank | 5,086 | $401.6K | 0.04% | −2,000−28.2% | Reduced |
| Private Advisor Group, LLC | 5,101 | $402.8K | 0.00% | −481−8.6% | Reduced |
| Winton Group Ltd | 5,193 | $410.0K | 0.03% | −9,649−65.0% | Reduced |
| Opus Capital Group, LLC | 5,266 | $416.0K | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 5,331 | $420.9K | 0.00% | +1,788+50.5% | Added |
| ICA Group Wealth Management, LLC | 5,348 | $422.3K | 0.11% | −12,607−70.2% | Reduced |
| Lewis Capital Management, LLC | 5,450 | $430.3K | 0.62% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 5,703 | $450.3K | 0.00% | −898−13.6% | Reduced |
| D. E. Shaw & Co., Inc. | 5,800 | $458.0K | 0.00% | +5,800 | New |
| Pictet Asset Management SA | 5,824 | $459.9K | 0.00% | −273−4.5% | Reduced |
| Janney Montgomery Scott LLC | 5,863 | $463.0K | 0.00% | −140−2.3% | Reduced |
| James Investment Research Inc | 5,978 | $472.0K | 0.06% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 6,038 | $477.0K | 0.00% | +1,219+25.3% | Added |
| State of Wisconsin Investment Board | 6,065 | $478.9K | 0.00% | +1,346+28.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,081 | $480.2K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 6,200 | $489.6K | 0.01% | 00.0% | Unchanged |
| Putnam Investments LLC | 6,307 | $498.0K | 0.00% | −4,535−41.8% | Reduced |
| Valtinson Bruner Financial Planning LLC | 6,355 | $501.8K | 0.27% | +8+0.1% | Added |
| Csenge Advisory Group | 6,464 | $510.4K | 0.03% | −419−6.1% | Reduced |
| Coldstream Capital Management Inc | 6,513 | $514.3K | 0.02% | +424+7.0% | Added |
| Kestra Private Wealth Services, LLC | 6,544 | $516.7K | 0.02% | +5+0.1% | Added |
| Iowa State Bank | 6,796 | $536.6K | 0.13% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 6,886 | $544.0K | 0.00% | −344−4.8% | Reduced |
| SEI Investments Co | 6,998 | $552.6K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 7,295 | $576.0K | 0.02% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 7,459 | $589.0K | 0.08% | 00.0% | Unchanged |
| Royce & Associates LP | 8,037 | $634.6K | 0.01% | +8,037 | New |
| Mutual of America Capital Management LLC | 8,147 | $643.3K | 0.01% | −427−5.0% | Reduced |
| Public Employees Retirement Association of Colorado | 8,170 | $645.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 8,366 | $660.6K | 0.00% | +8,366 | New |
| Virtus Investment Advisers, Inc. | 8,490 | $670.4K | 0.46% | 00.0% | Unchanged |
| Versor Investments LP | 8,652 | $683.2K | 0.12% | +8,652 | New |
| KBC Group NV | 8,972 | $708.0K | 0.00% | −298−3.2% | Reduced |
| Wesbanco Bank Inc | 9,273 | $732.0K | 0.03% | 00.0% | Unchanged |
| AQR Capital Management LLC | 9,770 | $771.4K | 0.00% | −151−1.5% | Reduced |
| Foster & Motley Inc | 10,161 | $802.0K | 0.06% | −138−1.3% | Reduced |
| Teacher Retirement System of Texas | 10,463 | $826.0K | 0.01% | +6,295+151.0% | Added |
| Arizona State Retirement System | 10,538 | $832.1K | 0.01% | −318−2.9% | Reduced |
| Affinity Investment Advisors, LLC | 11,093 | $875.9K | 0.51% | −135−1.2% | Reduced |
| Ensign Peak Advisors, Inc | 11,200 | $884.4K | 0.00% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 11,812 | $933.0K | 0.37% | +11,812 | New |
| NJ State Employees Deferred Compensation Plan | 12,000 | $947.5K | 0.14% | 00.0% | Unchanged |
| Alps Advisors Inc | 12,470 | $984.6K | 0.01% | +2,457+24.5% | Added |
| Gotham Asset Management, LLC | 12,829 | $1.01M | 0.02% | −11,091−46.4% | Reduced |
| Oregon Public Employees Retirement Fund | 13,000 | $1.03M | 0.01% | −400−3.0% | Reduced |
| ExodusPoint Capital Management, LP | 13,016 | $1.03M | 0.01% | +9,393+259.3% | Added |
| Teachers Retirement System of the State of Kentucky | 13,618 | $1.07M | 0.01% | +1,518+12.5% | Added |
| Commonwealth Equity Services, LLC | 14,034 | $1.11M | 0.00% | +1,594+12.8% | Added |
| Truist Financial Corp | 14,270 | $1.13M | 0.00% | −3,206−18.3% | Reduced |
| Envestnet Asset Management Inc | 14,505 | $1.15M | 0.00% | −252,272−94.6% | Reduced |
| GWM Advisors LLC | 14,639 | $1.16M | 0.01% | +3,147+27.4% | Added |
| Benjamin Edwards Inc | 15,862 | $1.25M | 0.29% | +280+1.8% | Added |
| Bank of Montreal | 15,827 | $1.26M | 0.00% | +4,901+44.9% | Added |
| Maryland State Retirement & Pension System | 16,251 | $1.28M | 0.03% | −514−3.1% | Reduced |
| Voya Investment Management LLC | 16,490 | $1.30M | 0.00% | +367+2.3% | Added |
| Man Group plc | 16,950 | $1.34M | 0.00% | – | – |
| The PNC Financial Services Group, Inc. | 17,081 | $1.35M | 0.00% | +370+2.2% | Added |
| Focus Financial Network, Inc. | 17,124 | $1.35M | 0.08% | +473+2.8% | Added |
| Susquehanna Fundamental Investments, LLC | 17,612 | $1.39M | 0.05% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 17,734 | $1.40M | 0.01% | +13,945+368.0% | Added |
| Amalgamated Bank | 17,900 | $1.41M | 0.01% | −353−1.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 17,896 | $1.41M | 0.00% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 18,055 | $1.43M | 0.66% | +782+4.5% | Added |
| Allspring Global Investments Holdings, LLC | 18,914 | $1.49M | 0.00% | −1,777−8.6% | Reduced |
| Raymond James & Associates | 19,068 | $1.51M | 0.00% | +829+4.5% | Added |
| Jane Street Group, LLC | 20,157 | $1.59M | 0.00% | +12,620+167.4% | Added |
| New York State Teachers Retirement System | 20,242 | $1.60M | 0.00% | +3,462+20.6% | Added |
| CWM, LLC | 20,304 | $1.60M | 0.01% | −2,284−10.1% | Reduced |
| Kestra Advisory Services, LLC | 20,584 | $1.63M | 0.02% | −1,447−6.6% | Reduced |
| Janus Henderson Group PLC | 20,720 | $1.64M | 0.00% | +442+2.2% | Added |
| Barclays PLC | 21,127 | $1.67M | 0.00% | −4,445−17.4% | Reduced |
| MetLife Investment Management | 21,537 | $1.70M | 0.01% | −322−1.5% | Reduced |
| Vident Investment Advisory, LLC | 21,797 | $1.72M | 0.06% | +858+4.1% | Added |
| Louisiana State Employees Retirement System | 21,900 | $1.73M | 0.04% | +2,500+12.9% | Added |
| Yousif Capital Management, LLC | 22,025 | $1.74M | 0.02% | −1,372−5.9% | Reduced |
| Tower Research Capital LLC (TRC) | 22,130 | $1.75M | 0.06% | +20,896+1,693.4% | Added |
| American International Group, Inc. | 22,206 | $1.75M | 0.01% | −283−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 23,281 | $1.84M | 0.00% | −98−0.4% | Reduced |
| Los Angeles Capital Management LLC | 24,447 | $1.93M | 0.01% | +6,660+37.4% | Added |
| Deutsche Bank AG | 24,526 | $1.94M | 0.00% | −11,748−32.4% | Reduced |
| North Star Investment Management Corp. | 25,142 | $1.99M | 0.16% | −19,061−43.1% | Reduced |
| Renaissance Technologies LLC | 25,504 | $2.01M | 0.00% | −45,400−64.0% | Reduced |
| Price T Rowe Associates Inc | 25,539 | $2.02M | 0.00% | +523+2.1% | Added |
| Susquehanna International Group, LLP | 25,924 | $2.05M | 0.00% | −7,316−22.0% | Reduced |
| Jupiter Asset Management Ltd | 26,194 | $2.07M | 0.02% | +26,194 | New |
| American Century Companies Inc | 26,293 | $2.08M | 0.00% | −720−2.7% | Reduced |
| State of Tennessee, Treasury Department | 26,477 | $2.09M | 0.01% | −3,028−10.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 26,845 | $2.12M | 0.00% | +3,000+12.6% | Added |
| Virginia Retirement Systems Et Al | 27,300 | $2.16M | 0.02% | −2,500−8.4% | Reduced |
| Franklin Resources Inc | 27,387 | $2.16M | 0.00% | +20,222+282.2% | Added |