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 |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Psagot Value Holdings Ltd. / (Israel) | 2 | $0 | 0.00% | +2 | New |
| Abound Wealth Management | 5 | $380 | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 6 | $456 | 0.00% | +6 | New |
| Hexagon Capital Partners LLC | 6 | $456 | 0.00% | +6 | New |
| EverSource Wealth Advisors, LLC | 7 | $531 | 0.00% | −7−50.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 8 | $607 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $684 | 0.00% | +1+12.5% | Added |
| Archer Investment Corp | 12 | $911 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 25 | $1.00K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 15 | $1.14K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $1.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $2.05K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $2.13K | 0.00% | −4−12.5% | Reduced |
| LGT Financial Advisors LLC | 33 | $2.50K | 0.00% | +33 | New |
| Massmutual Trust Co FSB | 34 | $2.58K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 40 | $3.04K | 0.00% | −6−13.0% | Reduced |
| Concord Wealth Partners | 40 | $3.04K | 0.00% | +40 | New |
| Bell Investment Advisors, Inc | 43 | $3.27K | 0.00% | −4−8.5% | Reduced |
| Pflug Koory, LLC | 50 | $3.80K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 55 | $4.18K | 0.00% | +55 | New |
| Farther Finance Advisors, LLC | 67 | $5.09K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 79 | $6.00K | 0.00% | −954−92.4% | Reduced |
| Contravisory Investment Management, Inc. | 82 | $6.22K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 83 | $6.30K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 93 | $7.06K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 100 | $7.39K | 0.00% | +100 | New |
| Signaturefd, LLC | 110 | $8.35K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 119 | $9.04K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 127 | $9.61K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 133 | $10.1K | 0.00% | +133 | New |
| Plante Moran Financial Advisors, LLC | 160 | $12.2K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 200 | $15.2K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $15.2K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $15.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 220 | $16.7K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 318 | $24.1K | 0.02% | +2+0.6% | Added |
| West Financial Advisors, LLC | 334 | $25.4K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 339 | $26.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 348 | $26.4K | 0.00% | −5−1.4% | Reduced |
| IFP Advisors, Inc | 370 | $28.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 419 | $31.8K | 0.00% | +93+28.5% | Added |
| Chilton Capital Management LLC | 426 | $32.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 444 | $33.7K | 0.00% | +13+3.0% | Added |
| Cherry Tree Wealth Management, LLC | 454 | $34.5K | 0.01% | 00.0% | Unchanged |
| Kepos Capital LP | 463 | $35.0K | 0.01% | +17+3.8% | Added |
| Public Employees Retirement System of Ohio | 509 | $39.0K | 0.00% | −4−0.8% | Reduced |
| C M Bidwell & Associates Ltd | 570 | $43.3K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 600 | $45.6K | 0.02% | 00.0% | Unchanged |
| West Tower Group, LLC | 620 | $47.1K | 0.02% | +197+46.6% | Added |
| Goodman Advisory Group, LLC | 667 | $50.6K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 672 | $53.0K | 0.00% | +278+70.6% | Added |
| Geneos Wealth Management Inc. | 742 | $56.4K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 761 | $57.8K | 0.00% | +761 | New |
| Fifth Third Bancorp | 774 | $58.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 800 | $60.7K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 976 | $74.0K | 0.00% | −7,996−89.1% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,000 | $75.9K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,385 | $105.0K | 0.00% | −21−1.5% | Reduced |
| JNBA Financial Advisors | 1,404 | $106.6K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,438 | $109.2K | 0.00% | +1,438 | New |
| Covestor Ltd | 1,529 | $116.0K | 0.09% | −1,140−42.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,536 | $116.6K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,643 | $124.7K | 0.04% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,860 | $141.2K | 0.02% | +40+2.2% | Added |
| Milestone Investment Advisors LLC | 2,003 | $152.1K | 0.04% | +2,003 | New |
| Ci Investments Inc. | 2,078 | $158.0K | 0.00% | +2,078 | New |
| STRS Ohio | 2,200 | $167.0K | 0.00% | +200+10.0% | Added |
| Harbour Investments, Inc. | 2,313 | $175.6K | 0.01% | +398+20.8% | Added |
| Institutional & Family Asset Management, LLC | 2,328 | $176.7K | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 2,315 | $178.1K | 0.00% | +79+3.5% | Added |
| Global Retirement Partners, LLC | 2,406 | $180.1K | 0.01% | +66+2.8% | Added |
| Metropolitan Life Insurance Co | 2,376 | $180.4K | 0.01% | +122+5.4% | Added |
| Compass Financial Group, INC | 2,651 | $201.3K | 0.06% | 00.0% | Unchanged |
| Great Waters Wealth Management | 2,723 | $202.3K | 0.04% | −137−4.8% | Reduced |
| NBC Securities, Inc. | 2,705 | $205.0K | 0.02% | +2,705 | New |
| HSBC Holdings PLC | 2,776 | $210.5K | 0.00% | +2,776 | New |
| Wealth Alliance Advisory Group, LLC | 2,779 | $211.0K | 0.06% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,813 | $213.6K | 0.00% | +2,813 | New |
| Cetera Advisor Networks LLC | 2,843 | $215.8K | 0.00% | −723−20.3% | Reduced |
| Avantax Advisory Services, Inc. | 2,921 | $221.7K | 0.00% | −788−21.2% | Reduced |
| NorthRock Partners, LLC | 3,013 | $228.7K | 0.02% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 3,188 | $242.0K | 0.04% | +3,188 | New |
| Versor Investments LP | 3,252 | $246.9K | 0.05% | −5,400−62.4% | Reduced |
| Flagship Harbor Advisors, LLC | 3,257 | $247.3K | 0.02% | −186−5.4% | Reduced |
| AlphaMark Advisors, LLC | 3,293 | $250.0K | 0.11% | +3,293 | New |
| Crossmark Global Holdings, Inc. | 3,359 | $252.0K | 0.01% | +104+3.2% | Added |
| Bremer Bank National Association | 3,435 | $260.8K | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,471 | $263.5K | 0.01% | +1,622+87.7% | Added |
| Atlas Brown,Inc. | 3,491 | $265.0K | 0.12% | +3,491 | New |
| Occudo Quantitative Strategies LP | 3,497 | $265.5K | 0.03% | −1,423−28.9% | Reduced |
| Trexquant Investment LP | 3,534 | $268.3K | 0.01% | +3,534 | New |
| Nisa Investment Advisors, LLC | 3,585 | $272.2K | 0.00% | −50−1.4% | Reduced |
| Trilogy Capital Inc. | 3,615 | $274.4K | 0.02% | −539−13.0% | Reduced |
| Ifrah Financial Services, Inc. | 3,666 | $278.3K | 0.09% | +8+0.2% | Added |
| Alerus Financial NA | 3,670 | $278.6K | 0.02% | −260−6.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 3,679 | $279.3K | 0.06% | +470+14.6% | Added |
| Chesley Taft & Associates LLC | 3,680 | $279.4K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 3,702 | $281.1K | 0.00% | +808+27.9% | Added |