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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.

Q4 2023 vs. Q3 2023

How the institutions holding Otter Tail Corp changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of OTTR: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2775298+26
Shares24.9M61.9K25.4M+573.6K (+2.3%)
Value$1.89B$4.70M$2.16B+$272.2M (+14.4%)

5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (47)

Institutions that held Otter Tail Corp at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to OTTR in Q4 2023
InstitutionSharesValue% of portfolio
Bridgeway Capital Management, LLC58,600$4.98M0.11%
OneAscent Financial Services LLC36,805$3.13M0.39%
Jefferies Financial Group Inc.21,218$1.80M0.03%
Focus Financial Network Inc19,231$1.63M0.06%
Two Sigma Advisers, LP18,000$1.53M0.00%
Healthcare of Ontario Pension Plan Trust Fund15,000$1.27M0.00%
Vista Investment Partners LLC10,607$901.3K0.33%
Susquehanna Portfolio Strategies, LLC7,124$605.3K0.01%
Connor, Clark & Lunn Investment Management Ltd.6,245$530.6K0.00%
Modern Wealth Management, LLC4,833$410.7K0.05%
Wealth Forward, LLC4,238$360.1K0.30%
Corton Capital Inc.4,073$346.1K0.11%
Toroso Investments, LLC4,014$341.1K0.01%
Centiva Capital, LP3,682$312.9K0.02%
Guggenheim Capital LLC3,460$294.0K0.00%
Measured Wealth Private Client Group, LLC3,011$255.8K0.09%
Davis R M Inc2,778$236.1K0.01%
Wealth Group Ltd2,400$225.9K0.07%
Priebe Wealth Holdings LLC2,624$223.0K0.18%
Independent Advisor Alliance2,621$222.7K0.01%
Scientech Research LLC2,619$222.5K0.22%
Beacon Pointe Advisors, LLC2,580$219.2K0.00%
Xponance, Inc.2,491$211.7K0.00%
Profund Advisors LLC2,485$211.2K0.01%
Carlson Capital Management2,475$210.3K0.01%
Veriti Management LLC2,430$206.5K0.02%
O'Shaughnessy Asset Management, LLC2,422$205.8K0.00%
CIBC Private Wealth Group, LLC2,400$203.9K0.00%
Daymark Wealth Partners, LLC2,400$203.9K0.01%
Gallacher Capital Management LLC2,357$200.3K0.11%
SG Americas Securities, LLC2,160$184.0K0.00%
Lazard Asset Management LLC2,092$177.0K0.00%
DekaBank Deutsche Girozentrale1,526$130.0K0.00%
Financial Perspectives, Inc1,036$88.0K0.04%
GAMMA Investing LLC690$62.4K0.02%
Advisory Services Network, LLC438$37.2K0.00%
Leonteq Securities AG400$34.0K0.00%
BOK Financial Private Wealth, Inc.106$9.03K0.00%
Broadwater Capital Management LLC95$8.07K0.01%
Principal Securities, Inc.66$5.65K0.00%
Fortitude Family Office, LLC50$4.25K0.00%
Arlington Trust Co LLC28$2.38K0.00%
JJJ Advisors Inc.24$2.06K0.00%
Crewe Advisors LLC23$1.96K0.00%
DiNuzzo Private Wealth, Inc.6$5100.00%
Caitlin John, LLC0$50.00%
Scarborough Advisors, LLC46$00.00%

Sold out (21)

Institutions that held Otter Tail Corp at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (5)

Institutions that held Otter Tail Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTTR in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Virginia Retirement Systems Et Al33,600$2.55M
Focus Financial Network, Inc.18,312$1.39M
Lewis Capital Management, LLC5,450$413.8K
Johnson Midwest Financial, LLC4,482$340.3K
Steward Financial Group LLC25$1.00K