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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 1,849 | $146.0K | 0.00% | +1,225+196.3% | Added |
| Armstrong Advisory Group, Inc | 1,820 | $143.7K | 0.02% | +820+82.0% | Added |
| ORG Partners LLC | 1,643 | $129.6K | 0.02% | +1,643 | New |
| Northwestern Mutual Wealth Management Co | 1,536 | $121.3K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,406 | $111.0K | 0.00% | −8−0.6% | Reduced |
| JNBA Financial Advisors | 1,404 | $110.9K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,094 | $86.4K | 0.01% | +1+0.1% | Added |
| Bessemer Group Inc | 1,033 | $82.0K | 0.00% | +1,033 | New |
| Hussman Strategic Advisors, Inc. | 1,000 | $79.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 800 | $63.2K | 0.00% | +800 | New |
| Fifth Third Bancorp | 774 | $61.1K | 0.00% | +53+7.4% | Added |
| Geneos Wealth Management Inc. | 742 | $58.6K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 667 | $52.7K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 600 | $47.4K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 570 | $45.0K | 0.03% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 540 | $42.6K | 0.01% | +540 | New |
| Public Employees Retirement System of Ohio | 513 | $41.0K | 0.00% | −25−4.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 454 | $35.8K | 0.01% | +454 | New |
| Lazard Asset Management LLC | 453 | $35.0K | 0.00% | −205−31.2% | Reduced |
| Kepos Capital LP | 446 | $35.0K | 0.01% | +446 | New |
| Quadrant Capital Group LLC | 431 | $34.0K | 0.00% | +258+149.1% | Added |
| Chilton Capital Management LLC | 426 | $33.6K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 423 | $33.4K | 0.02% | +423 | New |
| Pacer Advisors, Inc. | 421 | $33.2K | 0.00% | +421 | New |
| Ronald Blue Trust, Inc. | 394 | $28.0K | 0.00% | −82−17.2% | Reduced |
| Russell Investments Group, Ltd. | 353 | $27.9K | 0.00% | −36−9.3% | Reduced |
| Tradition Wealth Management, LLC | 339 | $27.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 334 | $26.4K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 326 | $25.7K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 316 | $25.0K | 0.02% | +2+0.6% | Added |
| Nomura Asset Management Co Ltd | 220 | $17.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 370 | $16.9K | 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 |
| Plante Moran Financial Advisors, LLC | 160 | $12.7K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 150 | $11.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 127 | $9.99K | 0.00% | +1+0.8% | Added |
| Gladius Capital Management LP | 119 | $9.40K | 0.00% | −105−46.9% | Reduced |
| Signaturefd, LLC | 110 | $8.69K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 93 | $7.34K | 0.00% | +10+12.0% | Added |
| Private Trust Co NA | 83 | $6.55K | 0.00% | −1,721−95.4% | Reduced |
| Contravisory Investment Management, Inc. | 82 | $6.47K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 67 | $5.29K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 50 | $3.95K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 47 | $3.71K | 0.00% | −6−11.3% | Reduced |
| Lindbrook Capital, LLC | 46 | $3.63K | 0.00% | +6+15.0% | Added |
| Massmutual Trust Co FSB | 34 | $2.69K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 32 | $2.53K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $2.13K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $1.90K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 15 | $1.18K | 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 |
| Archer Investment Corp | 12 | $948 | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 10 | $790 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 8 | $632 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 8 | $632 | 0.00% | +8 | New |
| Disciplined Investments, LLC | 7 | $553 | 0.00% | −100−93.5% | Reduced |
| Abound Wealth Management | 5 | $395 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 79 | $143 | 0.00% | +79 | New |
| 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 |