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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 14,639 | $1.16M | 0.01% | +3,147+27.4% | Added |
| Envestnet Asset Management Inc | 14,505 | $1.15M | 0.00% | −252,272−94.6% | Reduced |
| Truist Financial Corp | 14,270 | $1.13M | 0.00% | −3,206−18.3% | Reduced |
| Commonwealth Equity Services, LLC | 14,034 | $1.11M | 0.00% | +1,594+12.8% | Added |
| Teachers Retirement System of the State of Kentucky | 13,618 | $1.07M | 0.01% | +1,518+12.5% | Added |
| ExodusPoint Capital Management, LP | 13,016 | $1.03M | 0.01% | +9,393+259.3% | Added |
| Oregon Public Employees Retirement Fund | 13,000 | $1.03M | 0.01% | −400−3.0% | Reduced |
| Gotham Asset Management, LLC | 12,829 | $1.01M | 0.02% | −11,091−46.4% | Reduced |
| Alps Advisors Inc | 12,470 | $984.6K | 0.01% | +2,457+24.5% | Added |
| NJ State Employees Deferred Compensation Plan | 12,000 | $947.5K | 0.14% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 11,812 | $933.0K | 0.37% | +11,812 | New |
| Ensign Peak Advisors, Inc | 11,200 | $884.4K | 0.00% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 11,093 | $875.9K | 0.51% | −135−1.2% | Reduced |
| Arizona State Retirement System | 10,538 | $832.1K | 0.01% | −318−2.9% | Reduced |
| Teacher Retirement System of Texas | 10,463 | $826.0K | 0.01% | +6,295+151.0% | Added |
| Foster & Motley Inc | 10,161 | $802.0K | 0.06% | −138−1.3% | Reduced |
| AQR Capital Management LLC | 9,770 | $771.4K | 0.00% | −151−1.5% | Reduced |
| Wesbanco Bank Inc | 9,273 | $732.0K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 8,972 | $708.0K | 0.00% | −298−3.2% | Reduced |
| Versor Investments LP | 8,652 | $683.2K | 0.12% | +8,652 | New |
| Virtus Investment Advisers, Inc. | 8,490 | $670.4K | 0.46% | 00.0% | Unchanged |
| Millennium Management LLC | 8,366 | $660.6K | 0.00% | +8,366 | New |
| Public Employees Retirement Association of Colorado | 8,170 | $645.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 8,147 | $643.3K | 0.01% | −427−5.0% | Reduced |
| Royce & Associates LP | 8,037 | $634.6K | 0.01% | +8,037 | New |
| SNS Financial Group, LLC | 7,459 | $589.0K | 0.08% | 00.0% | Unchanged |
| First Hawaiian Bank | 7,295 | $576.0K | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 6,998 | $552.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 6,886 | $544.0K | 0.00% | −344−4.8% | Reduced |
| Iowa State Bank | 6,796 | $536.6K | 0.13% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,544 | $516.7K | 0.02% | +5+0.1% | Added |
| Coldstream Capital Management Inc | 6,513 | $514.3K | 0.02% | +424+7.0% | Added |
| Csenge Advisory Group | 6,464 | $510.4K | 0.03% | −419−6.1% | Reduced |
| Valtinson Bruner Financial Planning LLC | 6,355 | $501.8K | 0.27% | +8+0.1% | Added |
| Putnam Investments LLC | 6,307 | $498.0K | 0.00% | −4,535−41.8% | Reduced |
| D.A. Davidson & Co. | 6,200 | $489.6K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,081 | $480.2K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 6,065 | $478.9K | 0.00% | +1,346+28.5% | Added |
| Mercer Global Advisors Inc | 6,038 | $477.0K | 0.00% | +1,219+25.3% | Added |
| James Investment Research Inc | 5,978 | $472.0K | 0.06% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 5,863 | $463.0K | 0.00% | −140−2.3% | Reduced |
| Pictet Asset Management SA | 5,824 | $459.9K | 0.00% | −273−4.5% | Reduced |
| D. E. Shaw & Co., Inc. | 5,800 | $458.0K | 0.00% | +5,800 | New |
| New York Life Investment Management LLC | 5,703 | $450.3K | 0.00% | −898−13.6% | Reduced |
| Lewis Capital Management, LLC | 5,450 | $430.3K | 0.62% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 5,348 | $422.3K | 0.11% | −12,607−70.2% | Reduced |
| Mariner, LLC | 5,331 | $420.9K | 0.00% | +1,788+50.5% | Added |
| Opus Capital Group, LLC | 5,266 | $416.0K | 0.07% | 00.0% | Unchanged |
| Winton Group Ltd | 5,193 | $410.0K | 0.03% | −9,649−65.0% | Reduced |
| Private Advisor Group, LLC | 5,101 | $402.8K | 0.00% | −481−8.6% | Reduced |
| Bell Bank | 5,086 | $401.6K | 0.04% | −2,000−28.2% | Reduced |
| Hendershot Investments Inc. | 5,000 | $394.8K | 0.06% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 4,920 | $388.5K | 0.04% | +4,920 | New |
| Proequities, Inc. | 4,785 | $377.9K | 0.03% | +24+0.5% | Added |
| Centiva Capital, LP | 4,598 | $363.1K | 0.02% | +4,598 | New |
| Johnson Midwest Financial, LLC | 4,482 | $353.9K | 0.31% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 4,154 | $349.3K | 0.02% | −975−19.0% | Reduced |
| Hancock Whitney Corp | 4,366 | $344.0K | 0.01% | +460+11.8% | Added |
| Accredited Investors Inc. | 4,195 | $331.2K | 0.02% | +24+0.6% | Added |
| CI Private Wealth, LLC | 4,031 | $318.3K | 0.00% | −471−10.5% | Reduced |
| AdvisorNet Financial, Inc | 3,945 | $311.5K | 0.03% | 00.0% | Unchanged |
| Alerus Financial NA | 3,930 | $310.3K | 0.03% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 3,871 | $305.7K | 0.00% | +318+9.0% | Added |
| Avantax Advisory Services, Inc. | 3,709 | $292.9K | 0.00% | −18−0.5% | Reduced |
| Chesley Taft & Associates LLC | 3,680 | $290.6K | 0.02% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 3,658 | $288.8K | 0.09% | +64+1.8% | Added |
| Nisa Investment Advisors, LLC | 3,635 | $287.0K | 0.00% | +1,800+98.1% | Added |
| Alberta Investment Management Corp | 3,568 | $281.7K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 3,566 | $281.6K | 0.00% | −369−9.4% | Reduced |
| Neuberger Berman Group LLC | 3,450 | $272.4K | 0.00% | −2,550−42.5% | Reduced |
| Flagship Harbor Advisors, LLC | 3,443 | $271.9K | 0.02% | −100−2.8% | Reduced |
| Bremer Bank National Association | 3,435 | $271.2K | 0.05% | −666−16.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,412 | $269.4K | 0.01% | +187+5.8% | Added |
| Panagora Asset Management Inc | 3,353 | $264.8K | 0.00% | −380−10.2% | Reduced |
| Crossmark Global Holdings, Inc. | 3,255 | $263.0K | 0.01% | −132−3.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 3,209 | $253.4K | 0.06% | +3,209 | New |
| HighTower Advisors, LLC | 3,162 | $248.0K | 0.00% | −110−3.4% | Reduced |
| Creative Planning | 3,115 | $246.0K | 0.00% | +3,115 | New |
| GW Henssler & Associates Ltd | 3,095 | $244.4K | 0.02% | −800−20.5% | Reduced |
| Wedbush Securities Inc | 3,061 | $242.0K | 0.01% | −385−11.2% | Reduced |
| NorthRock Partners, LLC | 3,013 | $237.9K | 0.03% | −589−16.4% | Reduced |
| TD Asset Management Inc | 2,900 | $229.0K | 0.00% | +2,900 | New |
| FMR LLC | 2,894 | $228.5K | 0.00% | +13+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 2,866 | $226.3K | 0.00% | 00.0% | Unchanged |
| Great Waters Wealth Management | 2,860 | $225.8K | 0.04% | +2,860 | New |
| Mairs & Power Inc | 2,800 | $221.1K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,779 | $219.4K | 0.08% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,771 | $218.8K | 0.01% | −260−8.6% | Reduced |
| Everence Capital Management Inc | 2,930 | $217.0K | 0.02% | +2,930 | New |
| Toroso Investments, LLC | 2,730 | $216.0K | 0.01% | −3,840−58.4% | Reduced |
| Covestor Ltd | 2,669 | $211.0K | 0.16% | −1,391−34.3% | Reduced |
| Compass Financial Group, INC | 2,651 | $209.3K | 0.06% | +2,651 | New |
| CIBC Asset Management Inc | 2,581 | $203.8K | 0.00% | +2,581 | New |
| Independent Advisor Alliance | 2,571 | $203.0K | 0.01% | +2,571 | New |
| Global Retirement Partners, LLC | 2,340 | $184.7K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,328 | $183.8K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,254 | $178.0K | 0.01% | +62+2.8% | Added |
| Bokf, NA | 2,236 | $176.6K | 0.00% | −418−15.7% | Reduced |
| STRS Ohio | 2,000 | $157.0K | 0.00% | +300+17.6% | Added |
| Harbour Investments, Inc. | 1,915 | $151.2K | 0.01% | +32+1.7% | Added |