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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 2,705 | $205.0K | 0.02% | +2,705 | New |
| Great Waters Wealth Management | 2,723 | $202.3K | 0.04% | −137−4.8% | Reduced |
| Compass Financial Group, INC | 2,651 | $201.3K | 0.06% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,376 | $180.4K | 0.01% | +122+5.4% | Added |
| Global Retirement Partners, LLC | 2,406 | $180.1K | 0.01% | +66+2.8% | Added |
| Bokf, NA | 2,315 | $178.1K | 0.00% | +79+3.5% | Added |
| Institutional & Family Asset Management, LLC | 2,328 | $176.7K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,313 | $175.6K | 0.01% | +398+20.8% | Added |
| STRS Ohio | 2,200 | $167.0K | 0.00% | +200+10.0% | Added |
| Ci Investments Inc. | 2,078 | $158.0K | 0.00% | +2,078 | New |
| Milestone Investment Advisors LLC | 2,003 | $152.1K | 0.04% | +2,003 | New |
| Armstrong Advisory Group, Inc | 1,860 | $141.2K | 0.02% | +40+2.2% | Added |
| ORG Partners LLC | 1,643 | $124.7K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,536 | $116.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,529 | $116.0K | 0.09% | −1,140−42.7% | Reduced |
| Point72 Asset Management, L.P. | 1,438 | $109.2K | 0.00% | +1,438 | New |
| JNBA Financial Advisors | 1,404 | $106.6K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,385 | $105.0K | 0.00% | −21−1.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,000 | $75.9K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 976 | $74.0K | 0.00% | −7,996−89.1% | Reduced |
| Trust Co of Vermont | 800 | $60.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 774 | $58.8K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 761 | $57.8K | 0.00% | +761 | New |
| Geneos Wealth Management Inc. | 742 | $56.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 672 | $53.0K | 0.00% | +278+70.6% | Added |
| Goodman Advisory Group, LLC | 667 | $50.6K | 0.02% | 00.0% | Unchanged |
| West Tower Group, LLC | 620 | $47.1K | 0.02% | +197+46.6% | Added |
| Optimum Investment Advisors | 600 | $45.6K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 570 | $43.3K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 509 | $39.0K | 0.00% | −4−0.8% | Reduced |
| Kepos Capital LP | 463 | $35.0K | 0.01% | +17+3.8% | Added |
| Cherry Tree Wealth Management, LLC | 454 | $34.5K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 444 | $33.7K | 0.00% | +13+3.0% | Added |
| Chilton Capital Management LLC | 426 | $32.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 419 | $31.8K | 0.00% | +93+28.5% | Added |
| IFP Advisors, Inc | 370 | $28.1K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 348 | $26.4K | 0.00% | −5−1.4% | Reduced |
| Tradition Wealth Management, LLC | 339 | $26.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 334 | $25.4K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 318 | $24.1K | 0.02% | +2+0.6% | Added |
| Nomura Asset Management Co Ltd | 220 | $16.7K | 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 |
| Plante Moran Financial Advisors, LLC | 160 | $12.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 133 | $10.1K | 0.00% | +133 | New |
| Allworth Financial LP | 127 | $9.61K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 119 | $9.04K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 110 | $8.35K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 100 | $7.39K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 93 | $7.06K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 83 | $6.30K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 82 | $6.22K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 79 | $6.00K | 0.00% | −954−92.4% | Reduced |
| Farther Finance Advisors, LLC | 67 | $5.09K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 55 | $4.18K | 0.00% | +55 | New |
| Pflug Koory, LLC | 50 | $3.80K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 43 | $3.27K | 0.00% | −4−8.5% | Reduced |
| Lindbrook Capital, LLC | 40 | $3.04K | 0.00% | −6−13.0% | Reduced |
| Concord Wealth Partners | 40 | $3.04K | 0.00% | +40 | New |
| Massmutual Trust Co FSB | 34 | $2.58K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 33 | $2.50K | 0.00% | +33 | New |
| Farmers & Merchants Investments Inc | 28 | $2.13K | 0.00% | −4−12.5% | Reduced |
| JFS Wealth Advisors, LLC | 27 | $2.05K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $1.82K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 15 | $1.14K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 25 | $1.00K | 0.00% | +25 | New |
| Archer Investment Corp | 12 | $911 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $684 | 0.00% | +1+12.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 8 | $607 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7 | $531 | 0.00% | −7−50.0% | Reduced |
| Denali Advisors LLC | 6 | $456 | 0.00% | +6 | New |
| Hexagon Capital Partners LLC | 6 | $456 | 0.00% | +6 | New |
| Abound Wealth Management | 5 | $380 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Psagot Value Holdings Ltd. / (Israel) | 2 | $0 | 0.00% | +2 | New |
| 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 |