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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 27,445 | $2.17M | 0.03% | −1,071−3.8% | Reduced |
| Cerity Partners LLC | 29,692 | $2.34M | 0.01% | +29,692 | New |
| UBS Asset Management Americas Inc | 34,362 | $2.48M | 0.00% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 31,549 | $2.49M | 0.45% | +4,278+15.7% | Added |
| Balyasny Asset Management LLC | 31,746 | $2.51M | 0.01% | +9,402+42.1% | Added |
| State of New Jersey Common Pension Fund D | 32,243 | $2.55M | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 33,189 | $2.62M | 0.00% | +13,513+68.7% | Added |
| Credit Suisse AG | 33,418 | $2.64M | 0.00% | +6,376+23.6% | Added |
| State Board of Administration of Florida Retirement System | 33,803 | $2.67M | 0.01% | −7,396−18.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 35,176 | $2.78M | 0.09% | +436+1.3% | Added |
| Great West Life Assurance Co | 36,276 | $2.86M | 0.01% | −3,125−7.9% | Reduced |
| Texas Permanent School Fund | 36,726 | $2.90M | 0.03% | −609−1.6% | Reduced |
| US Bancorp | 39,409 | $3.11M | 0.01% | −273−0.7% | Reduced |
| Thrivent Financial for Lutherans | 39,902 | $3.15M | 0.01% | −1,355−3.3% | Reduced |
| Manufacturers Life Insurance Company, The | 44,778 | $3.54M | 0.00% | +28,309+171.9% | Added |
| Mackenzie Financial Corp | 45,688 | $3.60M | 0.01% | −628−1.4% | Reduced |
| Wells Fargo & Company | 46,378 | $3.66M | 0.00% | +8,534+22.6% | Added |
| California State Teachers Retirement System | 46,756 | $3.69M | 0.01% | −1,464−3.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,149 | $3.72M | 0.03% | +3,069+7.0% | Added |
| New York State Common Retirement Fund | 48,164 | $3.80M | 0.00% | −5,023−9.4% | Reduced |
| Aptus Capital Advisors, LLC | 48,904 | $3.86M | 0.11% | +3,648+8.1% | Added |
| LPL Financial LLC | 49,220 | $3.89M | 0.00% | +14,845+43.2% | Added |
| BNP Paribas Arbitrage, SA | 49,603 | $3.92M | 0.01% | +20,181+68.6% | Added |
| Alliancebernstein L.P. | 52,191 | $4.12M | 0.00% | +2,000+4.0% | Added |
| Martingale Asset Management L P | 52,988 | $4.18M | 0.08% | −6,064−10.3% | Reduced |
| UBS Group AG | 53,983 | $4.26M | 0.00% | +7,474+16.1% | Added |
| Citadel Advisors LLC | 57,428 | $4.53M | 0.01% | +56,628+7,078.5% | Added |
| First Manhattan Co | 59,298 | $4.68M | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 60,921 | $4.81M | 0.01% | −9,300−13.2% | Reduced |
| Whittier Trust Co | 66,482 | $5.25M | 0.09% | +1,061+1.6% | Added |
| Public Sector Pension Investment Board | 74,038 | $5.85M | 0.04% | +819+1.1% | Added |
| Bank of America Corp | 76,095 | $6.01M | 0.00% | −23,324−23.5% | Reduced |
| Swiss National Bank | 81,700 | $6.45M | 0.00% | +800+1.0% | Added |
| JPMorgan Chase & Co | 86,845 | $6.86M | 0.00% | +4,284+5.2% | Added |
| Goldman Sachs Group Inc | 91,840 | $7.25M | 0.00% | +18,300+24.9% | Added |
| Rhumbline Advisers | 104,828 | $8.28M | 0.01% | −2,348−2.2% | Reduced |
| Phocas Financial Corp. | 111,457 | $8.80M | 1.20% | −800−0.7% | Reduced |
| ProShare Advisors LLC | 111,926 | $8.84M | 0.03% | +105,948+1,772.3% | Added |
| Legal & General Group Plc | 118,570 | $9.36M | 0.00% | +250.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 143,430 | $11.3M | 0.04% | +3,460+2.5% | Added |
| Royal Bank of Canada | 158,519 | $12.5M | 0.00% | +12,940+8.9% | Added |
| Federated Hermes, Inc. | 172,890 | $13.7M | 0.03% | −15,886−8.4% | Reduced |
| Ameriprise Financial Inc | 178,554 | $14.1M | 0.00% | −10,898−5.8% | Reduced |
| Invesco Ltd. | 190,059 | $15.0M | 0.00% | +37,659+24.7% | Added |
| LSV Asset Management | 203,816 | $16.1M | 0.04% | −3,900−1.9% | Reduced |
| Victory Capital Management Inc | 204,860 | $16.2M | 0.02% | −2,828−1.4% | Reduced |
| Principal Financial Group Inc | 243,778 | $19.2M | 0.01% | −13,253−5.2% | Reduced |
| Gamco Investors, Inc. Et Al | 302,892 | $23.9M | 0.25% | −18,325−5.7% | Reduced |
| Morgan Stanley | 334,199 | $26.4M | 0.00% | +9,781+3.0% | Added |
| Nuveen Asset Management, LLC | 406,006 | $32.1M | 0.01% | −92,040−18.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 413,326 | $32.6M | 0.19% | −1,237−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 497,788 | $39.3M | 0.01% | +1,179+0.2% | Added |
| Bank of New York Mellon Corp | 543,494 | $42.9M | 0.01% | −39,732−6.8% | Reduced |
| Northern Trust Corp | 625,978 | $49.4M | 0.01% | −1,284−0.2% | Reduced |
| Gabelli Funds LLC | 669,900 | $52.9M | 0.40% | −55,600−7.7% | Reduced |
| Geode Capital Management, LLC | 843,716 | $66.6M | 0.01% | +27,779+3.4% | Added |
| First Trust Advisors LP | 991,034 | $78.3M | 0.09% | −63,186−6.0% | Reduced |
| Dimensional Fund Advisors LP | 1,031,366 | $81.4M | 0.03% | −14,762−1.4% | Reduced |
| State Street Corp | 1,494,501 | $118.0M | 0.01% | +19,124+1.3% | Added |
| Vanguard Group Inc | 5,434,896 | $429.1M | 0.01% | −147,578−2.6% | Reduced |
| BlackRock Inc. | 6,523,732 | $515.1M | 0.01% | −1,4810.0% | Reduced |
| HRT Financial LP | 0 | $0 | 0.00% | −26,394−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −19,133−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −18,302−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,936−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −7,306−100.0% | Sold out |
| North Point Portfolio Managers Corp | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −5,708−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −27,710−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,518−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| First Interstate Bank | 0 | $0 | 0.00% | −2,954−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −2,003−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,003−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Zebra Capital Management LLC | – | – | – | – | Not filed |