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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 15,345 | $1.16M | 0.00% | +6,979+83.4% | Added |
| Gotham Asset Management, LLC | 15,116 | $1.15M | 0.02% | +2,287+17.8% | Added |
| HRT Financial LP | 14,996 | $1.14M | 0.01% | +14,996 | New |
| North Star Investment Management Corp. | 14,665 | $1.11M | 0.09% | −10,477−41.7% | Reduced |
| Man Group plc | – | $1.09M | 0.00% | – | – |
| GWM Advisors LLC | 14,200 | $1.08M | 0.01% | −439−3.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 14,182 | $1.08M | 0.00% | −4,732−25.0% | Reduced |
| Ensign Peak Advisors, Inc | 13,950 | $1.06M | 0.00% | +2,750+24.6% | Added |
| Teacher Retirement System of Texas | 13,926 | $1.06M | 0.01% | +3,463+33.1% | Added |
| Teachers Retirement System of the State of Kentucky | 13,618 | $1.03M | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,607 | $1.03M | 0.00% | −427−3.0% | Reduced |
| Oregon Public Employees Retirement Fund | 12,400 | $941.4K | 0.01% | −600−4.6% | Reduced |
| Truist Financial Corp | 12,295 | $933.4K | 0.00% | −1,975−13.8% | Reduced |
| Kestra Advisory Services, LLC | 12,147 | $922.2K | 0.01% | −8,437−41.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 12,000 | $911.0K | 0.14% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 11,802 | $896.0K | 0.38% | −10−0.1% | Reduced |
| Alps Advisors Inc | 10,923 | $829.3K | 0.01% | −1,547−12.4% | Reduced |
| D. E. Shaw & Co., Inc. | 10,776 | $818.1K | 0.00% | +4,976+85.8% | Added |
| Arizona State Retirement System | 10,688 | $811.4K | 0.01% | +150+1.4% | Added |
| Envestnet Asset Management Inc | 10,224 | $776.2K | 0.00% | −4,281−29.5% | Reduced |
| Bank of Montreal | 9,403 | $772.9K | 0.00% | −6,424−40.6% | Reduced |
| Foster & Motley Inc | 10,049 | $763.0K | 0.06% | −112−1.1% | Reduced |
| Affinity Investment Advisors, LLC | 9,742 | $739.6K | 0.48% | −1,351−12.2% | Reduced |
| AQR Capital Management LLC | 9,535 | $723.9K | 0.00% | −235−2.4% | Reduced |
| Point72 Middle East FZE | 9,429 | $715.9K | 0.04% | +9,429 | New |
| Wesbanco Bank Inc | 9,273 | $704.0K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 9,200 | $698.5K | 0.03% | +9,200 | New |
| Baird Financial Group, Inc. | 9,087 | $689.9K | 0.00% | +9,087 | New |
| Gsa Capital Partners LLP | 8,700 | $661.0K | 0.06% | +8,700 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,051 | $611.2K | 0.00% | +1,970+32.4% | Added |
| State of Wisconsin Investment Board | 7,622 | $578.7K | 0.00% | +1,557+25.7% | Added |
| SNS Financial Group, LLC | 7,459 | $566.3K | 0.07% | 00.0% | Unchanged |
| SEI Investments Co | 7,340 | $557.3K | 0.00% | +342+4.9% | Added |
| Mutual of America Capital Management LLC | 7,311 | $555.1K | 0.01% | −836−10.3% | Reduced |
| Mariner, LLC | 7,141 | $542.2K | 0.00% | +1,810+34.0% | Added |
| Csenge Advisory Group | 7,082 | $537.7K | 0.04% | +618+9.6% | Added |
| Neuberger Berman Group LLC | 7,012 | $532.4K | 0.00% | +3,562+103.2% | Added |
| Virtus Investment Advisers, Inc. | 6,984 | $530.2K | 0.36% | −1,506−17.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,840 | $519.0K | 0.00% | −46−0.7% | Reduced |
| Iowa State Bank | 6,796 | $516.0K | 0.13% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 6,681 | $507.2K | 0.01% | +6,681 | New |
| Mercer Global Advisors Inc | 6,664 | $506.0K | 0.00% | +626+10.4% | Added |
| Coldstream Capital Management Inc | 6,521 | $495.1K | 0.02% | +8+0.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,505 | $493.8K | 0.00% | +2,634+68.0% | Added |
| Valtinson Bruner Financial Planning LLC | 6,355 | $482.4K | 0.26% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,284 | $477.0K | 0.00% | −1,886−23.1% | Reduced |
| D.A. Davidson & Co. | 6,200 | $470.7K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 6,004 | $456.0K | 0.00% | −19,500−76.5% | Reduced |
| QRG Capital Management, Inc. | 6,002 | $455.7K | 0.01% | +6,002 | New |
| James Investment Research Inc | 5,978 | $453.9K | 0.06% | 00.0% | Unchanged |
| First Hawaiian Bank | 5,965 | $452.9K | 0.02% | −1,330−18.2% | Reduced |
| HighTower Advisors, LLC | 5,864 | $447.0K | 0.00% | +2,702+85.5% | Added |
| Everence Capital Management Inc | 5,850 | $444.0K | 0.03% | +2,920+99.7% | Added |
| Pictet Asset Management Holding SA | 5,824 | $442.2K | 0.00% | +5,824 | New |
| Janney Montgomery Scott LLC | 5,716 | $434.0K | 0.00% | −147−2.5% | Reduced |
| Lewis Capital Management, LLC | 5,450 | $413.8K | 0.64% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 5,348 | $406.0K | 0.11% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 5,266 | $400.0K | 0.07% | 00.0% | Unchanged |
| Bell Bank | 5,086 | $386.1K | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,010 | $380.4K | 0.00% | −91−1.8% | Reduced |
| Hendershot Investments Inc. | 5,000 | $379.6K | 0.06% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 4,919 | $373.4K | 0.00% | −784−13.7% | Reduced |
| Putnam Investments LLC | 4,878 | $370.3K | 0.00% | −1,429−22.7% | Reduced |
| Proequities, Inc. | 4,807 | $365.0K | 0.03% | +22+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 4,766 | $361.8K | 0.01% | +1,900+66.3% | Added |
| Alternative Investment Advisors, LLC. | 4,498 | $341.6K | 0.24% | +4,498 | New |
| Johnson Midwest Financial, LLC | 4,482 | $340.3K | 0.76% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 4,474 | $339.7K | 0.00% | +443+11.0% | Added |
| Hancock Whitney Corp | 4,363 | $331.2K | 0.01% | −3−0.1% | Reduced |
| Creative Planning | 4,303 | $326.6K | 0.00% | +1,188+38.1% | Added |
| Tower Research Capital LLC (TRC) | 4,292 | $325.8K | 0.01% | −17,838−80.6% | Reduced |
| Accredited Investors Inc. | 4,218 | $320.2K | 0.02% | +23+0.5% | Added |
| Marshall Wace, LLP | 4,144 | $314.6K | 0.00% | +4,144 | New |
| Ameritas Investment Partners, Inc. | 4,105 | $311.7K | 0.01% | +693+20.3% | Added |
| MML Investors Services, LLC | 4,091 | $311.0K | 0.00% | +4,091 | New |
| Winton Group Ltd | 3,802 | $288.6K | 0.02% | −1,391−26.8% | Reduced |
| AdvisorNet Financial, Inc | 3,720 | $282.4K | 0.03% | −225−5.7% | Reduced |
| FMR LLC | 3,702 | $281.1K | 0.00% | +808+27.9% | Added |
| Chesley Taft & Associates LLC | 3,680 | $279.4K | 0.02% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 3,679 | $279.3K | 0.06% | +470+14.6% | Added |
| Alerus Financial NA | 3,670 | $278.6K | 0.02% | −260−6.6% | Reduced |
| Ifrah Financial Services, Inc. | 3,666 | $278.3K | 0.09% | +8+0.2% | Added |
| Trilogy Capital Inc. | 3,615 | $274.4K | 0.02% | −539−13.0% | Reduced |
| Nisa Investment Advisors, LLC | 3,585 | $272.2K | 0.00% | −50−1.4% | Reduced |
| Trexquant Investment LP | 3,534 | $268.3K | 0.01% | +3,534 | New |
| Occudo Quantitative Strategies LP | 3,497 | $265.5K | 0.03% | −1,423−28.9% | Reduced |
| Atlas Brown,Inc. | 3,491 | $265.0K | 0.12% | +3,491 | New |
| Advisors Asset Management, Inc. | 3,471 | $263.5K | 0.01% | +1,622+87.7% | Added |
| Bremer Bank National Association | 3,435 | $260.8K | 0.05% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,359 | $252.0K | 0.01% | +104+3.2% | Added |
| AlphaMark Advisors, LLC | 3,293 | $250.0K | 0.11% | +3,293 | New |
| Flagship Harbor Advisors, LLC | 3,257 | $247.3K | 0.02% | −186−5.4% | Reduced |
| Versor Investments LP | 3,252 | $246.9K | 0.05% | −5,400−62.4% | Reduced |
| Pearl River Capital, LLC | 3,188 | $242.0K | 0.04% | +3,188 | New |
| NorthRock Partners, LLC | 3,013 | $228.7K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,921 | $221.7K | 0.00% | −788−21.2% | Reduced |
| Cetera Advisor Networks LLC | 2,843 | $215.8K | 0.00% | −723−20.3% | Reduced |
| Verition Fund Management LLC | 2,813 | $213.6K | 0.00% | +2,813 | New |
| Wealth Alliance Advisory Group, LLC | 2,779 | $211.0K | 0.06% | 00.0% | Unchanged |
| HSBC Holdings PLC | 2,776 | $210.5K | 0.00% | +2,776 | New |