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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 3,720 | $282.4K | 0.03% | −225−5.7% | Reduced |
| Winton Group Ltd | 3,802 | $288.6K | 0.02% | −1,391−26.8% | Reduced |
| MML Investors Services, LLC | 4,091 | $311.0K | 0.00% | +4,091 | New |
| Ameritas Investment Partners, Inc. | 4,105 | $311.7K | 0.01% | +693+20.3% | Added |
| Marshall Wace, LLP | 4,144 | $314.6K | 0.00% | +4,144 | New |
| Accredited Investors Inc. | 4,218 | $320.2K | 0.02% | +23+0.5% | Added |
| Tower Research Capital LLC (TRC) | 4,292 | $325.8K | 0.01% | −17,838−80.6% | Reduced |
| Creative Planning | 4,303 | $326.6K | 0.00% | +1,188+38.1% | Added |
| Hancock Whitney Corp | 4,363 | $331.2K | 0.01% | −3−0.1% | Reduced |
| CI Private Wealth, LLC | 4,474 | $339.7K | 0.00% | +443+11.0% | Added |
| Johnson Midwest Financial, LLC | 4,482 | $340.3K | 0.76% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 4,498 | $341.6K | 0.24% | +4,498 | New |
| Steward Partners Investment Advisory, LLC | 4,766 | $361.8K | 0.01% | +1,900+66.3% | Added |
| Proequities, Inc. | 4,807 | $365.0K | 0.03% | +22+0.5% | Added |
| Putnam Investments LLC | 4,878 | $370.3K | 0.00% | −1,429−22.7% | Reduced |
| New York Life Investment Management LLC | 4,919 | $373.4K | 0.00% | −784−13.7% | Reduced |
| Hendershot Investments Inc. | 5,000 | $379.6K | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,010 | $380.4K | 0.00% | −91−1.8% | Reduced |
| Bell Bank | 5,086 | $386.1K | 0.04% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 5,266 | $400.0K | 0.07% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 5,348 | $406.0K | 0.11% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 5,450 | $413.8K | 0.64% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 5,716 | $434.0K | 0.00% | −147−2.5% | Reduced |
| Pictet Asset Management Holding SA | 5,824 | $442.2K | 0.00% | +5,824 | New |
| Everence Capital Management Inc | 5,850 | $444.0K | 0.03% | +2,920+99.7% | Added |
| HighTower Advisors, LLC | 5,864 | $447.0K | 0.00% | +2,702+85.5% | Added |
| First Hawaiian Bank | 5,965 | $452.9K | 0.02% | −1,330−18.2% | Reduced |
| James Investment Research Inc | 5,978 | $453.9K | 0.06% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 6,002 | $455.7K | 0.01% | +6,002 | New |
| Renaissance Technologies LLC | 6,004 | $456.0K | 0.00% | −19,500−76.5% | Reduced |
| D.A. Davidson & Co. | 6,200 | $470.7K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,284 | $477.0K | 0.00% | −1,886−23.1% | Reduced |
| Valtinson Bruner Financial Planning LLC | 6,355 | $482.4K | 0.26% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 6,505 | $493.8K | 0.00% | +2,634+68.0% | Added |
| Coldstream Capital Management Inc | 6,521 | $495.1K | 0.02% | +8+0.1% | Added |
| Mercer Global Advisors Inc | 6,664 | $506.0K | 0.00% | +626+10.4% | Added |
| Exchange Traded Concepts, LLC | 6,681 | $507.2K | 0.01% | +6,681 | New |
| Iowa State Bank | 6,796 | $516.0K | 0.13% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 6,840 | $519.0K | 0.00% | −46−0.7% | Reduced |
| Virtus Investment Advisers, Inc. | 6,984 | $530.2K | 0.36% | −1,506−17.7% | Reduced |
| Neuberger Berman Group LLC | 7,012 | $532.4K | 0.00% | +3,562+103.2% | Added |
| Csenge Advisory Group | 7,082 | $537.7K | 0.04% | +618+9.6% | Added |
| Mariner, LLC | 7,141 | $542.2K | 0.00% | +1,810+34.0% | Added |
| Mutual of America Capital Management LLC | 7,311 | $555.1K | 0.01% | −836−10.3% | Reduced |
| SEI Investments Co | 7,340 | $557.3K | 0.00% | +342+4.9% | Added |
| SNS Financial Group, LLC | 7,459 | $566.3K | 0.07% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 7,622 | $578.7K | 0.00% | +1,557+25.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,051 | $611.2K | 0.00% | +1,970+32.4% | Added |
| Gsa Capital Partners LLP | 8,700 | $661.0K | 0.06% | +8,700 | New |
| Baird Financial Group, Inc. | 9,087 | $689.9K | 0.00% | +9,087 | New |
| Jump Financial, LLC | 9,200 | $698.5K | 0.03% | +9,200 | New |
| Wesbanco Bank Inc | 9,273 | $704.0K | 0.03% | 00.0% | Unchanged |
| Point72 Middle East FZE | 9,429 | $715.9K | 0.04% | +9,429 | New |
| AQR Capital Management LLC | 9,535 | $723.9K | 0.00% | −235−2.4% | Reduced |
| Affinity Investment Advisors, LLC | 9,742 | $739.6K | 0.48% | −1,351−12.2% | Reduced |
| Foster & Motley Inc | 10,049 | $763.0K | 0.06% | −112−1.1% | Reduced |
| Bank of Montreal | 9,403 | $772.9K | 0.00% | −6,424−40.6% | Reduced |
| Envestnet Asset Management Inc | 10,224 | $776.2K | 0.00% | −4,281−29.5% | Reduced |
| Arizona State Retirement System | 10,688 | $811.4K | 0.01% | +150+1.4% | Added |
| D. E. Shaw & Co., Inc. | 10,776 | $818.1K | 0.00% | +4,976+85.8% | Added |
| Alps Advisors Inc | 10,923 | $829.3K | 0.01% | −1,547−12.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 11,802 | $896.0K | 0.38% | −10−0.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 12,000 | $911.0K | 0.14% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 12,147 | $922.2K | 0.01% | −8,437−41.0% | Reduced |
| Truist Financial Corp | 12,295 | $933.4K | 0.00% | −1,975−13.8% | Reduced |
| Oregon Public Employees Retirement Fund | 12,400 | $941.4K | 0.01% | −600−4.6% | Reduced |
| Commonwealth Equity Services, LLC | 13,607 | $1.03M | 0.00% | −427−3.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,618 | $1.03M | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 13,926 | $1.06M | 0.01% | +3,463+33.1% | Added |
| Ensign Peak Advisors, Inc | 13,950 | $1.06M | 0.00% | +2,750+24.6% | Added |
| Allspring Global Investments Holdings, LLC | 14,182 | $1.08M | 0.00% | −4,732−25.0% | Reduced |
| GWM Advisors LLC | 14,200 | $1.08M | 0.01% | −439−3.0% | Reduced |
| Man Group plc | – | $1.09M | 0.00% | – | – |
| North Star Investment Management Corp. | 14,665 | $1.11M | 0.09% | −10,477−41.7% | Reduced |
| HRT Financial LP | 14,996 | $1.14M | 0.01% | +14,996 | New |
| Gotham Asset Management, LLC | 15,116 | $1.15M | 0.02% | +2,287+17.8% | Added |
| Millennium Management LLC | 15,345 | $1.16M | 0.00% | +6,979+83.4% | Added |
| XTX Topco Ltd | 15,349 | $1.17M | 0.20% | +15,349 | New |
| Maryland State Retirement & Pension System | 15,363 | $1.17M | 0.03% | −888−5.5% | Reduced |
| Royce & Associates LP | 15,695 | $1.19M | 0.01% | +7,658+95.3% | Added |
| Jane Street Group, LLC | 15,781 | $1.20M | 0.00% | −4,376−21.7% | Reduced |
| CWM, LLC | 16,608 | $1.26M | 0.01% | −3,696−18.2% | Reduced |
| Citigroup Inc | 16,799 | $1.28M | 0.00% | −16,390−49.4% | Reduced |
| Susquehanna International Group, LLP | 16,953 | $1.29M | 0.00% | −8,971−34.6% | Reduced |
| The PNC Financial Services Group, Inc. | 17,049 | $1.29M | 0.00% | −32−0.2% | Reduced |
| Amalgamated Bank | 17,358 | $1.32M | 0.01% | −542−3.0% | Reduced |
| Tudor Investment Corp Et Al | 17,517 | $1.33M | 0.02% | +17,517 | New |
| Susquehanna Fundamental Investments, LLC | 17,612 | $1.34M | 0.09% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 17,896 | $1.36M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 18,092 | $1.37M | 0.00% | +1,602+9.7% | Added |
| Focus Financial Network, Inc. | 18,312 | $1.39M | 0.08% | +1,188+6.9% | Added |
| Vident Advisory, LLC | 18,706 | $1.42M | 0.04% | +18,706 | New |
| Barclays PLC | 19,606 | $1.49M | 0.00% | −1,521−7.2% | Reduced |
| New York State Teachers Retirement System | 19,842 | $1.51M | 0.00% | −400−2.0% | Reduced |
| Raymond James & Associates | 20,146 | $1.53M | 0.00% | +1,078+5.7% | Added |
| Yousif Capital Management, LLC | 20,627 | $1.57M | 0.02% | −1,398−6.3% | Reduced |
| Benjamin Edwards Inc | 20,808 | $1.58M | 0.37% | +4,946+31.2% | Added |
| Two Sigma Investments, LP | 20,830 | $1.58M | 0.00% | +20,830 | New |
| Louisiana State Employees Retirement System | 21,200 | $1.61M | 0.04% | −700−3.2% | Reduced |
| Janus Henderson Group PLC | 21,450 | $1.63M | 0.00% | +730+3.5% | Added |