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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 21,537 | $1.64M | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 22,458 | $1.71M | 0.01% | −4,019−15.2% | Reduced |
| American International Group, Inc. | 22,685 | $1.72M | 0.01% | +479+2.2% | Added |
| Franklin Resources Inc | 23,175 | $1.76M | 0.00% | −4,212−15.4% | Reduced |
| RBA Wealth Management, LLC | 23,419 | $1.78M | 0.86% | +5,364+29.7% | Added |
| American Century Companies Inc | 24,552 | $1.86M | 0.00% | −1,741−6.6% | Reduced |
| Illinois Municipal Retirement Fund | 24,897 | $1.89M | 0.04% | +24,897 | New |
| Raymond James Financial Services Advisors, Inc. | 25,692 | $1.95M | 0.00% | −1,153−4.3% | Reduced |
| State of Alaska, Department of Revenue | 25,970 | $1.97M | 0.02% | −1,475−5.4% | Reduced |
| Credit Suisse AG | 26,123 | $1.98M | 0.00% | −7,295−21.8% | Reduced |
| Balyasny Asset Management LLC | 26,181 | $1.99M | 0.01% | −5,565−17.5% | Reduced |
| Comerica Bank | 27,032 | $2.05M | 0.01% | +27,032 | New |
| Deutsche Bank AG | 27,066 | $2.05M | 0.00% | +2,540+10.4% | Added |
| Price T Rowe Associates Inc | 27,164 | $2.06M | 0.00% | +1,625+6.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,886 | $2.12M | 0.02% | −19,263−40.9% | Reduced |
| Los Angeles Capital Management LLC | 27,996 | $2.13M | 0.01% | +3,549+14.5% | Added |
| Cerity Partners LLC | 28,355 | $2.15M | 0.01% | −1,337−4.5% | Reduced |
| State of New Jersey Common Pension Fund D | 29,821 | $2.26M | 0.01% | −2,422−7.5% | Reduced |
| Mackenzie Financial Corp | 32,096 | $2.39M | 0.00% | −13,592−29.7% | Reduced |
| Advisor Group Holdings, Inc. | 31,930 | $2.42M | 0.00% | +8,649+37.2% | Added |
| US Bancorp | 33,260 | $2.53M | 0.00% | −6,149−15.6% | Reduced |
| State Board of Administration of Florida Retirement System | 33,311 | $2.53M | 0.01% | −492−1.5% | Reduced |
| Virginia Retirement Systems Et Al | 33,600 | $2.55M | 0.03% | +6,300+23.1% | Added |
| Gateway Wealth Partners, LLC | 33,615 | $2.55M | 0.46% | +2,066+6.5% | Added |
| Texas Permanent School Fund | 35,425 | $2.69M | 0.03% | −1,301−3.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 35,669 | $2.71M | 0.10% | +493+1.4% | Added |
| UBS Asset Management Americas Inc | 35,717 | $2.71M | 0.00% | +1,355+3.9% | Added |
| Great West Life Assurance Co | 35,775 | $2.71M | 0.01% | −501−1.4% | Reduced |
| Wells Fargo & Company | 37,484 | $2.85M | 0.00% | −8,894−19.2% | Reduced |
| Squarepoint Ops LLC | 38,061 | $2.89M | 0.01% | +38,061 | New |
| Thrivent Financial for Lutherans | 38,157 | $2.90M | 0.01% | −1,745−4.4% | Reduced |
| ExodusPoint Capital Management, LP | 38,243 | $2.90M | 0.04% | +25,227+193.8% | Added |
| Martingale Asset Management L P | 39,334 | $2.99M | 0.06% | −13,654−25.8% | Reduced |
| Aptus Capital Advisors, LLC | 40,616 | $3.08M | 0.09% | −8,288−16.9% | Reduced |
| UBS Group AG | 40,866 | $3.10M | 0.00% | −13,117−24.3% | Reduced |
| California State Teachers Retirement System | 42,313 | $3.21M | 0.00% | −4,443−9.5% | Reduced |
| BNP Paribas Arbitrage, SA | 43,541 | $3.31M | 0.01% | −6,062−12.2% | Reduced |
| New York State Common Retirement Fund | 48,270 | $3.66M | 0.01% | +106+0.2% | Added |
| LPL Financial LLC | 48,447 | $3.68M | 0.00% | −773−1.6% | Reduced |
| Prudential Financial Inc | 48,771 | $3.70M | 0.01% | −12,150−19.9% | Reduced |
| Public Sector Pension Investment Board | 51,555 | $3.91M | 0.03% | −22,483−30.4% | Reduced |
| First Manhattan Co | 54,243 | $4.12M | 0.02% | −5,055−8.5% | Reduced |
| Alliancebernstein L.P. | 56,191 | $4.27M | 0.00% | +4,000+7.7% | Added |
| Cubist Systematic Strategies, LLC | 56,659 | $4.30M | 0.05% | +56,659 | New |
| Whittier Trust Co | 69,347 | $5.26M | 0.09% | +2,865+4.3% | Added |
| Manufacturers Life Insurance Company, The | 71,261 | $5.41M | 0.00% | +26,483+59.1% | Added |
| Federated Hermes, Inc. | 78,355 | $5.95M | 0.02% | −94,535−54.7% | Reduced |
| Swiss National Bank | 82,600 | $6.27M | 0.00% | +900+1.1% | Added |
| Goldman Sachs Group Inc | 82,909 | $6.29M | 0.00% | −8,931−9.7% | Reduced |
| JPMorgan Chase & Co | 85,401 | $6.48M | 0.00% | −1,444−1.7% | Reduced |
| Citadel Advisors LLC | 87,265 | $6.63M | 0.01% | +29,837+52.0% | Added |
| ProShare Advisors LLC | 102,771 | $7.80M | 0.02% | −9,155−8.2% | Reduced |
| Phocas Financial Corp. | 111,304 | $8.45M | 1.23% | −153−0.1% | Reduced |
| Legal & General Group Plc | 115,365 | $8.76M | 0.00% | −3,205−2.7% | Reduced |
| Rhumbline Advisers | 116,001 | $8.81M | 0.01% | +11,173+10.7% | Added |
| Bank of America Corp | 120,872 | $9.18M | 0.00% | +44,777+58.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 145,220 | $11.0M | 0.04% | +1,790+1.2% | Added |
| Ameriprise Financial Inc | 162,224 | $12.3M | 0.00% | −16,330−9.1% | Reduced |
| Royal Bank of Canada | 162,524 | $12.3M | 0.00% | +4,005+2.5% | Added |
| Victory Capital Management Inc | 168,012 | $12.8M | 0.01% | −36,848−18.0% | Reduced |
| Invesco Ltd. | 181,987 | $13.8M | 0.00% | −8,072−4.2% | Reduced |
| LSV Asset Management | 196,016 | $14.9M | 0.03% | −7,800−3.8% | Reduced |
| Principal Financial Group Inc | 234,126 | $17.8M | 0.01% | −9,652−4.0% | Reduced |
| Gamco Investors, Inc. Et Al | 285,192 | $21.7M | 0.25% | −17,700−5.8% | Reduced |
| Morgan Stanley | 342,349 | $26.0M | 0.00% | +8,150+2.4% | Added |
| Nuveen Asset Management, LLC | 405,089 | $30.8M | 0.01% | −917−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 508,849 | $38.6M | 0.01% | +11,061+2.2% | Added |
| Bank of New York Mellon Corp | 528,162 | $40.1M | 0.01% | −15,332−2.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 545,488 | $41.4M | 0.24% | +132,162+32.0% | Added |
| Gabelli Funds LLC | 605,700 | $46.0M | 0.37% | −64,200−9.6% | Reduced |
| Northern Trust Corp | 625,503 | $47.5M | 0.01% | −475−0.1% | Reduced |
| Geode Capital Management, LLC | 874,484 | $66.4M | 0.01% | +30,768+3.6% | Added |
| First Trust Advisors LP | 922,343 | $70.0M | 0.08% | −68,691−6.9% | Reduced |
| Dimensional Fund Advisors LP | 1,023,367 | $77.7M | 0.03% | −7,999−0.8% | Reduced |
| State Street Corp | 1,514,818 | $115.0M | 0.01% | +20,317+1.4% | Added |
| Vanguard Group Inc | 5,211,243 | $395.6M | 0.01% | −223,653−4.1% | Reduced |
| BlackRock Inc. | 6,429,241 | $488.1M | 0.01% | −94,491−1.4% | Reduced |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −26,194−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −21,797−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −17,734−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −6,544−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,598−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −3,568−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −3,353−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −3,095−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −3,061−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Mairs & Power Inc | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −2,771−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −2,730−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −2,581−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −2,571−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −453−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −421−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |