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, Q4 2023
Institutional positions in Otter Tail Corp as of Dec 31, 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
- 298
- +26 vs. Q3 2023
- Shares held
- 25.4M
- +573.6K (+2.3%) vs. Q3 2023
- Total value
- $2.16B
- +$272.2M (+14.4%) vs. Q3 2023
- New holders
- 47
- 91 more added
- Sold out
- 21
- 96 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 6,574,793 | $558.7M | 0.01% | +145,552+2.3% | Added |
| Vanguard Group Inc | 5,040,893 | $428.3M | 0.01% | −170,350−3.3% | Reduced |
| State Street Corp | 1,541,152 | $131.0M | 0.01% | +26,334+1.7% | Added |
| Dimensional Fund Advisors LP | 1,026,585 | $87.2M | 0.03% | +3,218+0.3% | Added |
| Geode Capital Management, LLC | 915,785 | $77.8M | 0.01% | +41,301+4.7% | Added |
| First Trust Advisors LP | 826,311 | $70.2M | 0.08% | −96,032−10.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 715,580 | $60.8M | 0.31% | +170,092+31.2% | Added |
| Northern Trust Corp | 631,219 | $53.6M | 0.01% | +5,716+0.9% | Added |
| Gabelli Funds LLC | 563,900 | $47.9M | 0.37% | −41,800−6.9% | Reduced |
| Charles Schwab Investment Management Inc | 498,689 | $42.4M | 0.01% | −10,160−2.0% | Reduced |
| Morgan Stanley | 469,011 | $39.9M | 0.00% | +126,662+37.0% | Added |
| Bank of New York Mellon Corp | 448,891 | $38.1M | 0.01% | −79,271−15.0% | Reduced |
| Nuveen Asset Management, LLC | 394,641 | $33.5M | 0.01% | −10,448−2.6% | Reduced |
| Gamco Investors, Inc. Et Al | 280,392 | $23.8M | 0.25% | −4,800−1.7% | Reduced |
| Principal Financial Group Inc | 230,744 | $19.6M | 0.01% | −3,382−1.4% | Reduced |
| Invesco Ltd. | 199,976 | $17.0M | 0.00% | +17,989+9.9% | Added |
| LSV Asset Management | 183,816 | $15.6M | 0.03% | −12,200−6.2% | Reduced |
| Victory Capital Management Inc | 162,337 | $13.8M | 0.01% | −5,675−3.4% | Reduced |
| Bank of America Corp | 160,935 | $13.7M | 0.00% | +40,063+33.1% | Added |
| Ameriprise Financial Inc | 157,386 | $13.4M | 0.00% | −4,838−3.0% | Reduced |
| Federated Hermes, Inc. | 143,231 | $12.2M | 0.03% | +64,876+82.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 142,860 | $12.1M | 0.04% | −2,360−1.6% | Reduced |
| Legal & General Group Plc | 115,536 | $9.82M | 0.00% | +171+0.1% | Added |
| Citadel Advisors LLC | 114,859 | $9.76M | 0.01% | +27,594+31.6% | Added |
| Rhumbline Advisers | 114,239 | $9.71M | 0.01% | −1,762−1.5% | Reduced |
| Phocas Financial Corp. | 113,492 | $9.64M | 1.27% | +2,188+2.0% | Added |
| ProShare Advisors LLC | 105,697 | $8.98M | 0.03% | +2,926+2.8% | Added |
| Royal Bank of Canada | 101,635 | $8.64M | 0.00% | −60,889−37.5% | Reduced |
| JPMorgan Chase & Co | 94,906 | $8.06M | 0.00% | +9,505+11.1% | Added |
| Goldman Sachs Group Inc | 90,090 | $7.65M | 0.00% | +7,181+8.7% | Added |
| Public Sector Pension Investment Board | 86,555 | $7.35M | 0.06% | +35,000+67.9% | Added |
| Manufacturers Life Insurance Company, The | 78,727 | $6.69M | 0.00% | +7,466+10.5% | Added |
| Swiss National Bank | 74,000 | $6.29M | 0.00% | −8,600−10.4% | Reduced |
| Susquehanna International Group, LLP | 73,404 | $6.24M | 0.01% | +56,451+333.0% | Added |
| Whittier Trust Co | 71,429 | $6.07M | 0.10% | +2,082+3.0% | Added |
| Barclays PLC | 64,176 | $5.45M | 0.00% | +44,570+227.3% | Added |
| UBS Group AG | 63,910 | $5.43M | 0.00% | +23,044+56.4% | Added |
| Bridgeway Capital Management, LLC | 58,600 | $4.98M | 0.11% | +58,600 | New |
| Marshall Wace, LLP | 57,995 | $4.93M | 0.01% | +53,851+1,299.5% | Added |
| Millennium Management LLC | 55,994 | $4.76M | 0.00% | +40,649+264.9% | Added |
| First Manhattan Co | 53,243 | $4.52M | 0.02% | −1,000−1.8% | Reduced |
| Alliancebernstein L.P. | 52,176 | $4.43M | 0.00% | −4,015−7.1% | Reduced |
| Jane Street Group, LLC | 51,601 | $4.38M | 0.01% | +35,820+227.0% | Added |
| LPL Financial LLC | 51,560 | $4.38M | 0.00% | +3,113+6.4% | Added |
| New York State Common Retirement Fund | 48,433 | $4.12M | 0.01% | +163+0.3% | Added |
| Prudential Financial Inc | 47,880 | $4.07M | 0.01% | −891−1.8% | Reduced |
| Two Sigma Investments, LP | 47,793 | $4.06M | 0.01% | +26,963+129.4% | Added |
| BNP Paribas Arbitrage, SA | 46,909 | $3.99M | 0.01% | +3,368+7.7% | Added |
| Citigroup Inc | 46,077 | $3.92M | 0.01% | +29,278+174.3% | Added |
| California State Teachers Retirement System | 40,240 | $3.42M | 0.00% | −2,073−4.9% | Reduced |
| Aptus Capital Advisors, LLC | 40,172 | $3.41M | 0.10% | −444−1.1% | Reduced |
| Wells Fargo & Company | 39,678 | $3.37M | 0.00% | +2,194+5.9% | Added |
| Whittier Trust Co of Nevada Inc | 37,411 | $3.18M | 0.10% | +1,742+4.9% | Added |
| Thrivent Financial for Lutherans | 37,168 | $3.16M | 0.01% | −989−2.6% | Reduced |
| OneAscent Financial Services LLC | 36,805 | $3.13M | 0.39% | +36,805 | New |
| Texas Permanent School Fund | 36,033 | $3.06M | 0.03% | +608+1.7% | Added |
| UBS Asset Management Americas Inc | 35,717 | $3.03M | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 34,962 | $2.97M | 0.06% | −4,372−11.1% | Reduced |
| Great West Life Assurance Co | 33,547 | $2.85M | 0.01% | −2,228−6.2% | Reduced |
| State of New Jersey Common Pension Fund D | 33,487 | $2.85M | 0.01% | +3,666+12.3% | Added |
| US Bancorp | 31,860 | $2.71M | 0.00% | −1,400−4.2% | Reduced |
| Mackenzie Financial Corp | 31,301 | $2.66M | 0.00% | −795−2.5% | Reduced |
| Los Angeles Capital Management LLC | 28,968 | $2.46M | 0.01% | +972+3.5% | Added |
| Balyasny Asset Management LLC | 28,055 | $2.38M | 0.01% | +1,874+7.2% | Added |
| Price T Rowe Associates Inc | 28,023 | $2.38M | 0.00% | +859+3.2% | Added |
| Cerity Partners LLC | 27,628 | $2.35M | 0.01% | −727−2.6% | Reduced |
| Comerica Bank | 27,046 | $2.30M | 0.01% | +14+0.1% | Added |
| Deutsche Bank AG | 26,642 | $2.26M | 0.00% | −424−1.6% | Reduced |
| ExodusPoint Capital Management, LP | 26,204 | $2.23M | 0.03% | −12,039−31.5% | Reduced |
| State of Alaska, Department of Revenue | 25,661 | $2.18M | 0.03% | −309−1.2% | Reduced |
| Credit Suisse AG | 24,548 | $2.09M | 0.00% | −1,575−6.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 24,481 | $2.08M | 0.00% | −1,211−4.7% | Reduced |
| Royce & Associates LP | 24,388 | $2.07M | 0.02% | +8,693+55.4% | Added |
| Advisor Group Holdings, Inc. | 24,327 | $2.07M | 0.00% | −7,603−23.8% | Reduced |
| Illinois Municipal Retirement Fund | 24,149 | $2.05M | 0.03% | −748−3.0% | Reduced |
| RBA Wealth Management, LLC | 24,004 | $2.04M | 0.89% | +585+2.5% | Added |
| Franklin Resources Inc | 22,629 | $1.92M | 0.00% | −546−2.4% | Reduced |
| American International Group, Inc. | 22,496 | $1.91M | 0.01% | −189−0.8% | Reduced |
| State of Tennessee, Treasury Department | 22,458 | $1.91M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 22,171 | $1.88M | 0.00% | +2,025+10.1% | Added |
| MetLife Investment Management | 21,537 | $1.83M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 21,370 | $1.82M | 0.02% | +743+3.6% | Added |
| Jefferies Financial Group Inc. | 21,218 | $1.80M | 0.03% | +21,218 | New |
| Louisiana State Employees Retirement System | 20,900 | $1.78M | 0.04% | −300−1.4% | Reduced |
| Benjamin Edwards Inc | 20,777 | $1.76M | 0.38% | −31−0.1% | Reduced |
| Janus Henderson Group PLC | 20,495 | $1.74M | 0.00% | −955−4.5% | Reduced |
| New York State Teachers Retirement System | 19,742 | $1.68M | 0.00% | −100−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 19,697 | $1.67M | 0.00% | +8,921+82.8% | Added |
| State Board of Administration of Florida Retirement System | 19,291 | $1.64M | 0.00% | −14,020−42.1% | Reduced |
| Focus Financial Network Inc | 19,231 | $1.63M | 0.06% | +19,231 | New |
| Mirae Asset Global Investments Co., Ltd. | 18,993 | $1.61M | 0.00% | +1,097+6.1% | Added |
| American Century Companies Inc | 18,425 | $1.57M | 0.00% | −6,127−25.0% | Reduced |
| Vident Advisory, LLC | 18,423 | $1.57M | 0.04% | −283−1.5% | Reduced |
| Two Sigma Advisers, LP | 18,000 | $1.53M | 0.00% | +18,000 | New |
| The PNC Financial Services Group, Inc. | 17,071 | $1.45M | 0.00% | +22+0.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,974 | $1.44M | 0.00% | +10,469+160.9% | Added |
| Amalgamated Bank | 16,863 | $1.43M | 0.01% | −495−2.9% | Reduced |
| Gotham Asset Management, LLC | 16,832 | $1.43M | 0.03% | +1,716+11.4% | Added |
| Voya Investment Management LLC | 16,543 | $1.41M | 0.00% | −1,549−8.6% | Reduced |
| HRT Financial LP | 16,227 | $1.38M | 0.01% | +1,231+8.2% | Added |