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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 2,776 | $236.5K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,993 | $254.0K | 0.01% | −366−10.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,011 | $255.8K | 0.09% | +3,011 | New |
| Trilogy Capital Inc. | 3,033 | $257.7K | 0.02% | −582−16.1% | Reduced |
| Cubist Systematic Strategies, LLC | 3,044 | $258.6K | 0.00% | −53,615−94.6% | Reduced |
| Flagship Harbor Advisors, LLC | 3,202 | $272.1K | 0.02% | −55−1.7% | Reduced |
| XTX Topco Ltd | 3,293 | $279.8K | 0.06% | −12,056−78.5% | Reduced |
| Bremer Bank National Association | 3,435 | $291.9K | 0.05% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 3,460 | $294.0K | 0.00% | +3,460 | New |
| Atlas Brown,Inc. | 3,491 | $296.6K | 0.12% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,566 | $303.0K | 0.00% | −1,200−25.2% | Reduced |
| Alerus Financial NA | 3,643 | $309.5K | 0.03% | −27−0.7% | Reduced |
| Chesley Taft & Associates LLC | 3,680 | $312.7K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,682 | $312.9K | 0.02% | +3,682 | New |
| Ifrah Financial Services, Inc. | 3,710 | $315.2K | 0.09% | +44+1.2% | Added |
| AdvisorNet Financial, Inc | 3,718 | $315.9K | 0.03% | −2−0.1% | Reduced |
| Toroso Investments, LLC | 4,014 | $341.1K | 0.01% | +4,014 | New |
| Cetera Advisor Networks LLC | 4,054 | $344.5K | 0.00% | +1,211+42.6% | Added |
| Corton Capital Inc. | 4,073 | $346.1K | 0.11% | +4,073 | New |
| Winton Group Ltd | 4,077 | $346.4K | 0.03% | +275+7.2% | Added |
| Accredited Investors Inc. | 4,172 | $354.5K | 0.03% | −46−1.1% | Reduced |
| Creative Planning | 4,202 | $357.0K | 0.00% | −101−2.3% | Reduced |
| Wealth Forward, LLC | 4,238 | $360.1K | 0.30% | +4,238 | New |
| Ameritas Investment Partners, Inc. | 4,277 | $363.4K | 0.01% | +172+4.2% | Added |
| Everence Capital Management Inc | 4,280 | $364.0K | 0.03% | −1,570−26.8% | Reduced |
| Hancock Whitney Corp | 4,298 | $365.2K | 0.01% | −65−1.5% | Reduced |
| Neuberger Berman Group LLC | 4,305 | $365.8K | 0.00% | −2,707−38.6% | Reduced |
| Alternative Investment Advisors, LLC. | 4,523 | $384.4K | 0.25% | +25+0.6% | Added |
| MML Investors Services, LLC | 4,531 | $385.0K | 0.00% | +440+10.8% | Added |
| Linden Thomas Advisory Services, LLC | 4,654 | $395.4K | 0.07% | +975+26.5% | Added |
| Putnam Investments LLC | 4,738 | $402.6K | 0.00% | −140−2.9% | Reduced |
| New York Life Investment Management LLC | 4,779 | $406.1K | 0.00% | −140−2.8% | Reduced |
| Proequities, Inc. | 4,830 | $410.4K | 0.03% | +23+0.5% | Added |
| Modern Wealth Management, LLC | 4,833 | $410.7K | 0.05% | +4,833 | New |
| CI Private Wealth, LLC | 4,841 | $411.3K | 0.00% | +367+8.2% | Added |
| Advisors Asset Management, Inc. | 4,909 | $417.1K | 0.01% | +1,438+41.4% | Added |
| Hendershot Investments Inc. | 5,000 | $424.9K | 0.07% | 00.0% | Unchanged |
| Bell Bank | 5,086 | $432.2K | 0.04% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 5,087 | $432.3K | 0.00% | +2,166+74.2% | Added |
| First Hawaiian Bank | 5,195 | $441.4K | 0.01% | −770−12.9% | Reduced |
| Private Advisor Group, LLC | 5,214 | $443.1K | 0.00% | +204+4.1% | Added |
| Opus Capital Group, LLC | 5,266 | $447.0K | 0.07% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,290 | $449.5K | 0.00% | +1,705+47.6% | Added |
| ICA Group Wealth Management, LLC | 5,348 | $454.4K | 0.10% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 5,362 | $455.6K | 0.31% | −4,380−45.0% | Reduced |
| Public Employees Retirement Association of Colorado | 5,473 | $465.0K | 0.00% | −811−12.9% | Reduced |
| Virtus Investment Advisers, Inc. | 5,484 | $466.0K | 0.35% | −1,500−21.5% | Reduced |
| Janney Montgomery Scott LLC | 5,716 | $486.0K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 5,877 | $499.4K | 0.01% | −125−2.1% | Reduced |
| James Investment Research Inc | 5,978 | $508.0K | 0.06% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 6,200 | $526.8K | 0.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 6,245 | $530.6K | 0.00% | +6,245 | New |
| Pictet Asset Management Holding SA | 6,255 | $531.5K | 0.00% | +431+7.4% | Added |
| HighTower Advisors, LLC | 6,197 | $532.0K | 0.00% | +333+5.7% | Added |
| Valtinson Bruner Financial Planning LLC | 6,363 | $540.7K | 0.28% | +8+0.1% | Added |
| Coldstream Capital Management Inc | 6,403 | $544.1K | 0.02% | −118−1.8% | Reduced |
| Mercer Global Advisors Inc | 6,576 | $559.0K | 0.00% | −88−1.3% | Reduced |
| FMR LLC | 6,618 | $562.3K | 0.00% | +2,916+78.8% | Added |
| Exchange Traded Concepts, LLC | 6,681 | $567.7K | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 6,760 | $574.4K | 0.00% | −862−11.3% | Reduced |
| Trexquant Investment LP | 6,766 | $574.9K | 0.01% | +3,232+91.5% | Added |
| Iowa State Bank | 6,796 | $577.5K | 0.14% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 7,124 | $605.3K | 0.01% | +7,124 | New |
| Mariner, LLC | 7,200 | $611.8K | 0.00% | +59+0.8% | Added |
| Mutual of America Capital Management LLC | 7,301 | $620.4K | 0.01% | −10−0.1% | Reduced |
| SNS Financial Group, LLC | 7,459 | $633.8K | 0.08% | 00.0% | Unchanged |
| SEI Investments Co | 7,524 | $639.3K | 0.00% | +184+2.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,534 | $640.0K | 0.00% | +694+10.1% | Added |
| NorthRock Partners, LLC | 8,103 | $688.5K | 0.03% | +5,090+168.9% | Added |
| AQR Capital Management LLC | 8,394 | $713.3K | 0.00% | −1,141−12.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,409 | $714.5K | 0.00% | +358+4.4% | Added |
| Baird Financial Group, Inc. | 8,697 | $739.0K | 0.00% | −390−4.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,001 | $764.8K | 0.01% | −18,885−67.7% | Reduced |
| Occudo Quantitative Strategies LP | 9,312 | $791.2K | 0.11% | +5,815+166.3% | Added |
| Foster & Motley Inc | 9,848 | $837.0K | 0.06% | −201−2.0% | Reduced |
| Bank of Montreal | 9,726 | $853.0K | 0.00% | +323+3.4% | Added |
| Envestnet Asset Management Inc | 10,125 | $860.3K | 0.00% | −99−1.0% | Reduced |
| Arizona State Retirement System | 10,494 | $891.7K | 0.01% | −194−1.8% | Reduced |
| Kestra Advisory Services, LLC | 10,520 | $893.9K | 0.01% | −1,627−13.4% | Reduced |
| Vista Investment Partners LLC | 10,607 | $901.3K | 0.33% | +10,607 | New |
| Alps Advisors Inc | 11,670 | $991.6K | 0.01% | +747+6.8% | Added |
| Jackson Creek Investment Advisors LLC | 11,795 | $1.00M | 0.38% | −7−0.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 12,000 | $1.02M | 0.14% | 00.0% | Unchanged |
| Truist Financial Corp | 12,089 | $1.03M | 0.00% | −206−1.7% | Reduced |
| Oregon Public Employees Retirement Fund | 12,200 | $1.04M | 0.02% | −200−1.6% | Reduced |
| Teacher Retirement System of Texas | 13,066 | $1.11M | 0.01% | −860−6.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,618 | $1.16M | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 13,765 | $1.17M | 0.04% | +4,565+49.6% | Added |
| Allspring Global Investments Holdings, LLC | 14,189 | $1.21M | 0.00% | +70.0% | Added |
| North Star Investment Management Corp. | 14,562 | $1.24M | 0.10% | −103−0.7% | Reduced |
| GWM Advisors LLC | 14,657 | $1.25M | 0.01% | +457+3.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 15,000 | $1.27M | 0.00% | +15,000 | New |
| Tower Research Capital LLC (TRC) | 15,085 | $1.28M | 0.02% | +10,793+251.5% | Added |
| Maryland State Retirement & Pension System | 15,160 | $1.29M | 0.03% | −203−1.3% | Reduced |
| CWM, LLC | 15,181 | $1.29M | 0.01% | −1,427−8.6% | Reduced |
| Ensign Peak Advisors, Inc | 15,400 | $1.31M | 0.00% | +1,450+10.4% | Added |
| Man Group plc | 15,651 | $1.33M | 0.00% | – | – |
| Commonwealth Equity Services, LLC | 15,721 | $1.34M | 0.00% | +2,114+15.5% | Added |
| HRT Financial LP | 16,227 | $1.38M | 0.01% | +1,231+8.2% | Added |
| Voya Investment Management LLC | 16,543 | $1.41M | 0.00% | −1,549−8.6% | Reduced |