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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 16,832 | $1.43M | 0.03% | +1,716+11.4% | Added |
| Amalgamated Bank | 16,863 | $1.43M | 0.01% | −495−2.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,974 | $1.44M | 0.00% | +10,469+160.9% | Added |
| The PNC Financial Services Group, Inc. | 17,071 | $1.45M | 0.00% | +22+0.1% | Added |
| Two Sigma Advisers, LP | 18,000 | $1.53M | 0.00% | +18,000 | New |
| Vident Advisory, LLC | 18,423 | $1.57M | 0.04% | −283−1.5% | Reduced |
| American Century Companies Inc | 18,425 | $1.57M | 0.00% | −6,127−25.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,993 | $1.61M | 0.00% | +1,097+6.1% | Added |
| Focus Financial Network Inc | 19,231 | $1.63M | 0.06% | +19,231 | New |
| State Board of Administration of Florida Retirement System | 19,291 | $1.64M | 0.00% | −14,020−42.1% | Reduced |
| D. E. Shaw & Co., Inc. | 19,697 | $1.67M | 0.00% | +8,921+82.8% | Added |
| New York State Teachers Retirement System | 19,742 | $1.68M | 0.00% | −100−0.5% | Reduced |
| Janus Henderson Group PLC | 20,495 | $1.74M | 0.00% | −955−4.5% | Reduced |
| Benjamin Edwards Inc | 20,777 | $1.76M | 0.38% | −31−0.1% | Reduced |
| Louisiana State Employees Retirement System | 20,900 | $1.78M | 0.04% | −300−1.4% | Reduced |
| Jefferies Financial Group Inc. | 21,218 | $1.80M | 0.03% | +21,218 | New |
| Yousif Capital Management, LLC | 21,370 | $1.82M | 0.02% | +743+3.6% | Added |
| MetLife Investment Management | 21,537 | $1.83M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 22,171 | $1.88M | 0.00% | +2,025+10.1% | Added |
| State of Tennessee, Treasury Department | 22,458 | $1.91M | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 22,496 | $1.91M | 0.01% | −189−0.8% | Reduced |
| Franklin Resources Inc | 22,629 | $1.92M | 0.00% | −546−2.4% | Reduced |
| RBA Wealth Management, LLC | 24,004 | $2.04M | 0.89% | +585+2.5% | Added |
| Illinois Municipal Retirement Fund | 24,149 | $2.05M | 0.03% | −748−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 24,327 | $2.07M | 0.00% | −7,603−23.8% | Reduced |
| Royce & Associates LP | 24,388 | $2.07M | 0.02% | +8,693+55.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 24,481 | $2.08M | 0.00% | −1,211−4.7% | Reduced |
| Credit Suisse AG | 24,548 | $2.09M | 0.00% | −1,575−6.0% | Reduced |
| State of Alaska, Department of Revenue | 25,661 | $2.18M | 0.03% | −309−1.2% | Reduced |
| ExodusPoint Capital Management, LP | 26,204 | $2.23M | 0.03% | −12,039−31.5% | Reduced |
| Deutsche Bank AG | 26,642 | $2.26M | 0.00% | −424−1.6% | Reduced |
| Comerica Bank | 27,046 | $2.30M | 0.01% | +14+0.1% | Added |
| Cerity Partners LLC | 27,628 | $2.35M | 0.01% | −727−2.6% | Reduced |
| Price T Rowe Associates Inc | 28,023 | $2.38M | 0.00% | +859+3.2% | Added |
| Balyasny Asset Management LLC | 28,055 | $2.38M | 0.01% | +1,874+7.2% | Added |
| Los Angeles Capital Management LLC | 28,968 | $2.46M | 0.01% | +972+3.5% | Added |
| Mackenzie Financial Corp | 31,301 | $2.66M | 0.00% | −795−2.5% | Reduced |
| US Bancorp | 31,860 | $2.71M | 0.00% | −1,400−4.2% | Reduced |
| State of New Jersey Common Pension Fund D | 33,487 | $2.85M | 0.01% | +3,666+12.3% | Added |
| Great West Life Assurance Co | 33,547 | $2.85M | 0.01% | −2,228−6.2% | Reduced |
| Martingale Asset Management L P | 34,962 | $2.97M | 0.06% | −4,372−11.1% | Reduced |
| UBS Asset Management Americas Inc | 35,717 | $3.03M | 0.00% | 00.0% | Unchanged |
| Texas Permanent School Fund | 36,033 | $3.06M | 0.03% | +608+1.7% | Added |
| OneAscent Financial Services LLC | 36,805 | $3.13M | 0.39% | +36,805 | New |
| Thrivent Financial for Lutherans | 37,168 | $3.16M | 0.01% | −989−2.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 37,411 | $3.18M | 0.10% | +1,742+4.9% | Added |
| Wells Fargo & Company | 39,678 | $3.37M | 0.00% | +2,194+5.9% | Added |
| Aptus Capital Advisors, LLC | 40,172 | $3.41M | 0.10% | −444−1.1% | Reduced |
| California State Teachers Retirement System | 40,240 | $3.42M | 0.00% | −2,073−4.9% | Reduced |
| Citigroup Inc | 46,077 | $3.92M | 0.01% | +29,278+174.3% | Added |
| BNP Paribas Arbitrage, SA | 46,909 | $3.99M | 0.01% | +3,368+7.7% | Added |
| Two Sigma Investments, LP | 47,793 | $4.06M | 0.01% | +26,963+129.4% | Added |
| Prudential Financial Inc | 47,880 | $4.07M | 0.01% | −891−1.8% | Reduced |
| New York State Common Retirement Fund | 48,433 | $4.12M | 0.01% | +163+0.3% | Added |
| LPL Financial LLC | 51,560 | $4.38M | 0.00% | +3,113+6.4% | Added |
| Jane Street Group, LLC | 51,601 | $4.38M | 0.01% | +35,820+227.0% | Added |
| Alliancebernstein L.P. | 52,176 | $4.43M | 0.00% | −4,015−7.1% | Reduced |
| First Manhattan Co | 53,243 | $4.52M | 0.02% | −1,000−1.8% | Reduced |
| Millennium Management LLC | 55,994 | $4.76M | 0.00% | +40,649+264.9% | Added |
| Marshall Wace, LLP | 57,995 | $4.93M | 0.01% | +53,851+1,299.5% | Added |
| Bridgeway Capital Management, LLC | 58,600 | $4.98M | 0.11% | +58,600 | New |
| UBS Group AG | 63,910 | $5.43M | 0.00% | +23,044+56.4% | Added |
| Barclays PLC | 64,176 | $5.45M | 0.00% | +44,570+227.3% | Added |
| Whittier Trust Co | 71,429 | $6.07M | 0.10% | +2,082+3.0% | Added |
| Susquehanna International Group, LLP | 73,404 | $6.24M | 0.01% | +56,451+333.0% | Added |
| Swiss National Bank | 74,000 | $6.29M | 0.00% | −8,600−10.4% | Reduced |
| Manufacturers Life Insurance Company, The | 78,727 | $6.69M | 0.00% | +7,466+10.5% | Added |
| Public Sector Pension Investment Board | 86,555 | $7.35M | 0.06% | +35,000+67.9% | Added |
| Goldman Sachs Group Inc | 90,090 | $7.65M | 0.00% | +7,181+8.7% | Added |
| JPMorgan Chase & Co | 94,906 | $8.06M | 0.00% | +9,505+11.1% | Added |
| Royal Bank of Canada | 101,635 | $8.64M | 0.00% | −60,889−37.5% | Reduced |
| ProShare Advisors LLC | 105,697 | $8.98M | 0.03% | +2,926+2.8% | Added |
| Phocas Financial Corp. | 113,492 | $9.64M | 1.27% | +2,188+2.0% | Added |
| Rhumbline Advisers | 114,239 | $9.71M | 0.01% | −1,762−1.5% | Reduced |
| Citadel Advisors LLC | 114,859 | $9.76M | 0.01% | +27,594+31.6% | Added |
| Legal & General Group Plc | 115,536 | $9.82M | 0.00% | +171+0.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 142,860 | $12.1M | 0.04% | −2,360−1.6% | Reduced |
| Federated Hermes, Inc. | 143,231 | $12.2M | 0.03% | +64,876+82.8% | Added |
| Ameriprise Financial Inc | 157,386 | $13.4M | 0.00% | −4,838−3.0% | Reduced |
| Bank of America Corp | 160,935 | $13.7M | 0.00% | +40,063+33.1% | Added |
| Victory Capital Management Inc | 162,337 | $13.8M | 0.01% | −5,675−3.4% | Reduced |
| LSV Asset Management | 183,816 | $15.6M | 0.03% | −12,200−6.2% | Reduced |
| Invesco Ltd. | 199,976 | $17.0M | 0.00% | +17,989+9.9% | Added |
| Principal Financial Group Inc | 230,744 | $19.6M | 0.01% | −3,382−1.4% | Reduced |
| Gamco Investors, Inc. Et Al | 280,392 | $23.8M | 0.25% | −4,800−1.7% | Reduced |
| Nuveen Asset Management, LLC | 394,641 | $33.5M | 0.01% | −10,448−2.6% | Reduced |
| Bank of New York Mellon Corp | 448,891 | $38.1M | 0.01% | −79,271−15.0% | Reduced |
| Morgan Stanley | 469,011 | $39.9M | 0.00% | +126,662+37.0% | Added |
| Charles Schwab Investment Management Inc | 498,689 | $42.4M | 0.01% | −10,160−2.0% | Reduced |
| Gabelli Funds LLC | 563,900 | $47.9M | 0.37% | −41,800−6.9% | Reduced |
| Northern Trust Corp | 631,219 | $53.6M | 0.01% | +5,716+0.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 715,580 | $60.8M | 0.31% | +170,092+31.2% | Added |
| First Trust Advisors LP | 826,311 | $70.2M | 0.08% | −96,032−10.4% | Reduced |
| Geode Capital Management, LLC | 915,785 | $77.8M | 0.01% | +41,301+4.7% | Added |
| Dimensional Fund Advisors LP | 1,026,585 | $87.2M | 0.03% | +3,218+0.3% | Added |
| State Street Corp | 1,541,152 | $131.0M | 0.01% | +26,334+1.7% | Added |
| Vanguard Group Inc | 5,040,893 | $428.3M | 0.01% | −170,350−3.3% | Reduced |
| BlackRock Inc. | 6,574,793 | $558.7M | 0.01% | +145,552+2.3% | Added |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −38,061−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −33,615−100.0% | Sold out |