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, Q3 2023
Institutional positions in Otter Tail Corp as of Sep 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
- 277
- +19 vs. Q2 2023
- Shares held
- 24.9M
- −346.7K (−1.4%) vs. Q2 2023
- Total value
- $1.89B
- −$101.6M (−5.1%) vs. Q2 2023
- New holders
- 40
- 73 more added
- Sold out
- 21
- 104 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 6,429,241 | $488.1M | 0.01% | −94,491−1.4% | Reduced |
| Vanguard Group Inc | 5,211,243 | $395.6M | 0.01% | −223,653−4.1% | Reduced |
| State Street Corp | 1,514,818 | $115.0M | 0.01% | +20,317+1.4% | Added |
| Dimensional Fund Advisors LP | 1,023,367 | $77.7M | 0.03% | −7,999−0.8% | Reduced |
| First Trust Advisors LP | 922,343 | $70.0M | 0.08% | −68,691−6.9% | Reduced |
| Geode Capital Management, LLC | 874,484 | $66.4M | 0.01% | +30,768+3.6% | Added |
| Northern Trust Corp | 625,503 | $47.5M | 0.01% | −475−0.1% | Reduced |
| Gabelli Funds LLC | 605,700 | $46.0M | 0.37% | −64,200−9.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 545,488 | $41.4M | 0.24% | +132,162+32.0% | Added |
| Bank of New York Mellon Corp | 528,162 | $40.1M | 0.01% | −15,332−2.8% | Reduced |
| Charles Schwab Investment Management Inc | 508,849 | $38.6M | 0.01% | +11,061+2.2% | Added |
| Nuveen Asset Management, LLC | 405,089 | $30.8M | 0.01% | −917−0.2% | Reduced |
| Morgan Stanley | 342,349 | $26.0M | 0.00% | +8,150+2.4% | Added |
| Gamco Investors, Inc. Et Al | 285,192 | $21.7M | 0.25% | −17,700−5.8% | Reduced |
| Principal Financial Group Inc | 234,126 | $17.8M | 0.01% | −9,652−4.0% | Reduced |
| LSV Asset Management | 196,016 | $14.9M | 0.03% | −7,800−3.8% | Reduced |
| Invesco Ltd. | 181,987 | $13.8M | 0.00% | −8,072−4.2% | Reduced |
| Victory Capital Management Inc | 168,012 | $12.8M | 0.01% | −36,848−18.0% | Reduced |
| Royal Bank of Canada | 162,524 | $12.3M | 0.00% | +4,005+2.5% | Added |
| Ameriprise Financial Inc | 162,224 | $12.3M | 0.00% | −16,330−9.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 145,220 | $11.0M | 0.04% | +1,790+1.2% | Added |
| Bank of America Corp | 120,872 | $9.18M | 0.00% | +44,777+58.8% | Added |
| Rhumbline Advisers | 116,001 | $8.81M | 0.01% | +11,173+10.7% | Added |
| Legal & General Group Plc | 115,365 | $8.76M | 0.00% | −3,205−2.7% | Reduced |
| Phocas Financial Corp. | 111,304 | $8.45M | 1.23% | −153−0.1% | Reduced |
| ProShare Advisors LLC | 102,771 | $7.80M | 0.02% | −9,155−8.2% | Reduced |
| Citadel Advisors LLC | 87,265 | $6.63M | 0.01% | +29,837+52.0% | Added |
| JPMorgan Chase & Co | 85,401 | $6.48M | 0.00% | −1,444−1.7% | Reduced |
| Goldman Sachs Group Inc | 82,909 | $6.29M | 0.00% | −8,931−9.7% | Reduced |
| Swiss National Bank | 82,600 | $6.27M | 0.00% | +900+1.1% | Added |
| Federated Hermes, Inc. | 78,355 | $5.95M | 0.02% | −94,535−54.7% | Reduced |
| Manufacturers Life Insurance Company, The | 71,261 | $5.41M | 0.00% | +26,483+59.1% | Added |
| Whittier Trust Co | 69,347 | $5.26M | 0.09% | +2,865+4.3% | Added |
| Cubist Systematic Strategies, LLC | 56,659 | $4.30M | 0.05% | +56,659 | New |
| Alliancebernstein L.P. | 56,191 | $4.27M | 0.00% | +4,000+7.7% | Added |
| First Manhattan Co | 54,243 | $4.12M | 0.02% | −5,055−8.5% | Reduced |
| Public Sector Pension Investment Board | 51,555 | $3.91M | 0.03% | −22,483−30.4% | Reduced |
| Prudential Financial Inc | 48,771 | $3.70M | 0.01% | −12,150−19.9% | Reduced |
| LPL Financial LLC | 48,447 | $3.68M | 0.00% | −773−1.6% | Reduced |
| New York State Common Retirement Fund | 48,270 | $3.66M | 0.01% | +106+0.2% | Added |
| BNP Paribas Arbitrage, SA | 43,541 | $3.31M | 0.01% | −6,062−12.2% | Reduced |
| California State Teachers Retirement System | 42,313 | $3.21M | 0.00% | −4,443−9.5% | Reduced |
| UBS Group AG | 40,866 | $3.10M | 0.00% | −13,117−24.3% | Reduced |
| Aptus Capital Advisors, LLC | 40,616 | $3.08M | 0.09% | −8,288−16.9% | Reduced |
| Martingale Asset Management L P | 39,334 | $2.99M | 0.06% | −13,654−25.8% | Reduced |
| ExodusPoint Capital Management, LP | 38,243 | $2.90M | 0.04% | +25,227+193.8% | Added |
| Thrivent Financial for Lutherans | 38,157 | $2.90M | 0.01% | −1,745−4.4% | Reduced |
| Squarepoint Ops LLC | 38,061 | $2.89M | 0.01% | +38,061 | New |
| Wells Fargo & Company | 37,484 | $2.85M | 0.00% | −8,894−19.2% | Reduced |
| Great West Life Assurance Co | 35,775 | $2.71M | 0.01% | −501−1.4% | Reduced |
| UBS Asset Management Americas Inc | 35,717 | $2.71M | 0.00% | +1,355+3.9% | Added |
| Whittier Trust Co of Nevada Inc | 35,669 | $2.71M | 0.10% | +493+1.4% | Added |
| Texas Permanent School Fund | 35,425 | $2.69M | 0.03% | −1,301−3.5% | Reduced |
| Gateway Wealth Partners, LLC | 33,615 | $2.55M | 0.46% | +2,066+6.5% | Added |
| Virginia Retirement Systems Et Al | 33,600 | $2.55M | 0.03% | +6,300+23.1% | Added |
| State Board of Administration of Florida Retirement System | 33,311 | $2.53M | 0.01% | −492−1.5% | Reduced |
| US Bancorp | 33,260 | $2.53M | 0.00% | −6,149−15.6% | Reduced |
| Advisor Group Holdings, Inc. | 31,930 | $2.42M | 0.00% | +8,649+37.2% | Added |
| Mackenzie Financial Corp | 32,096 | $2.39M | 0.00% | −13,592−29.7% | Reduced |
| State of New Jersey Common Pension Fund D | 29,821 | $2.26M | 0.01% | −2,422−7.5% | Reduced |
| Cerity Partners LLC | 28,355 | $2.15M | 0.01% | −1,337−4.5% | Reduced |
| Los Angeles Capital Management LLC | 27,996 | $2.13M | 0.01% | +3,549+14.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,886 | $2.12M | 0.02% | −19,263−40.9% | Reduced |
| Price T Rowe Associates Inc | 27,164 | $2.06M | 0.00% | +1,625+6.4% | Added |
| Deutsche Bank AG | 27,066 | $2.05M | 0.00% | +2,540+10.4% | Added |
| Comerica Bank | 27,032 | $2.05M | 0.01% | +27,032 | New |
| Balyasny Asset Management LLC | 26,181 | $1.99M | 0.01% | −5,565−17.5% | Reduced |
| Credit Suisse AG | 26,123 | $1.98M | 0.00% | −7,295−21.8% | Reduced |
| State of Alaska, Department of Revenue | 25,970 | $1.97M | 0.02% | −1,475−5.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 25,692 | $1.95M | 0.00% | −1,153−4.3% | Reduced |
| Illinois Municipal Retirement Fund | 24,897 | $1.89M | 0.04% | +24,897 | New |
| American Century Companies Inc | 24,552 | $1.86M | 0.00% | −1,741−6.6% | Reduced |
| RBA Wealth Management, LLC | 23,419 | $1.78M | 0.86% | +5,364+29.7% | Added |
| Franklin Resources Inc | 23,175 | $1.76M | 0.00% | −4,212−15.4% | Reduced |
| American International Group, Inc. | 22,685 | $1.72M | 0.01% | +479+2.2% | Added |
| State of Tennessee, Treasury Department | 22,458 | $1.71M | 0.01% | −4,019−15.2% | Reduced |
| MetLife Investment Management | 21,537 | $1.64M | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 21,450 | $1.63M | 0.00% | +730+3.5% | Added |
| Louisiana State Employees Retirement System | 21,200 | $1.61M | 0.04% | −700−3.2% | Reduced |
| Two Sigma Investments, LP | 20,830 | $1.58M | 0.00% | +20,830 | New |
| Benjamin Edwards Inc | 20,808 | $1.58M | 0.37% | +4,946+31.2% | Added |
| Yousif Capital Management, LLC | 20,627 | $1.57M | 0.02% | −1,398−6.3% | Reduced |
| Raymond James & Associates | 20,146 | $1.53M | 0.00% | +1,078+5.7% | Added |
| New York State Teachers Retirement System | 19,842 | $1.51M | 0.00% | −400−2.0% | Reduced |
| Barclays PLC | 19,606 | $1.49M | 0.00% | −1,521−7.2% | Reduced |
| Vident Advisory, LLC | 18,706 | $1.42M | 0.04% | +18,706 | New |
| Focus Financial Network, Inc. | 18,312 | $1.39M | 0.08% | +1,188+6.9% | Added |
| Voya Investment Management LLC | 18,092 | $1.37M | 0.00% | +1,602+9.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,896 | $1.36M | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 17,612 | $1.34M | 0.09% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 17,517 | $1.33M | 0.02% | +17,517 | New |
| Amalgamated Bank | 17,358 | $1.32M | 0.01% | −542−3.0% | Reduced |
| The PNC Financial Services Group, Inc. | 17,049 | $1.29M | 0.00% | −32−0.2% | Reduced |
| Susquehanna International Group, LLP | 16,953 | $1.29M | 0.00% | −8,971−34.6% | Reduced |
| Citigroup Inc | 16,799 | $1.28M | 0.00% | −16,390−49.4% | Reduced |
| CWM, LLC | 16,608 | $1.26M | 0.01% | −3,696−18.2% | Reduced |
| Jane Street Group, LLC | 15,781 | $1.20M | 0.00% | −4,376−21.7% | Reduced |
| Royce & Associates LP | 15,695 | $1.19M | 0.01% | +7,658+95.3% | Added |
| Maryland State Retirement & Pension System | 15,363 | $1.17M | 0.03% | −888−5.5% | Reduced |
| XTX Topco Ltd | 15,349 | $1.17M | 0.20% | +15,349 | New |