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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 15,721 | $1.34M | 0.00% | +2,114+15.5% | Added |
| Man Group plc | 15,651 | $1.33M | 0.00% | – | – |
| Ensign Peak Advisors, Inc | 15,400 | $1.31M | 0.00% | +1,450+10.4% | Added |
| CWM, LLC | 15,181 | $1.29M | 0.01% | −1,427−8.6% | Reduced |
| Maryland State Retirement & Pension System | 15,160 | $1.29M | 0.03% | −203−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 15,085 | $1.28M | 0.02% | +10,793+251.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 15,000 | $1.27M | 0.00% | +15,000 | New |
| GWM Advisors LLC | 14,657 | $1.25M | 0.01% | +457+3.2% | Added |
| North Star Investment Management Corp. | 14,562 | $1.24M | 0.10% | −103−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 14,189 | $1.21M | 0.00% | +70.0% | Added |
| Jump Financial, LLC | 13,765 | $1.17M | 0.04% | +4,565+49.6% | Added |
| Teachers Retirement System of the State of Kentucky | 13,618 | $1.16M | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 13,066 | $1.11M | 0.01% | −860−6.2% | Reduced |
| Oregon Public Employees Retirement Fund | 12,200 | $1.04M | 0.02% | −200−1.6% | Reduced |
| Truist Financial Corp | 12,089 | $1.03M | 0.00% | −206−1.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 12,000 | $1.02M | 0.14% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 11,795 | $1.00M | 0.38% | −7−0.1% | Reduced |
| Alps Advisors Inc | 11,670 | $991.6K | 0.01% | +747+6.8% | Added |
| Vista Investment Partners LLC | 10,607 | $901.3K | 0.33% | +10,607 | New |
| Kestra Advisory Services, LLC | 10,520 | $893.9K | 0.01% | −1,627−13.4% | Reduced |
| Arizona State Retirement System | 10,494 | $891.7K | 0.01% | −194−1.8% | Reduced |
| Envestnet Asset Management Inc | 10,125 | $860.3K | 0.00% | −99−1.0% | Reduced |
| Bank of Montreal | 9,726 | $853.0K | 0.00% | +323+3.4% | Added |
| Foster & Motley Inc | 9,848 | $837.0K | 0.06% | −201−2.0% | Reduced |
| Occudo Quantitative Strategies LP | 9,312 | $791.2K | 0.11% | +5,815+166.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,001 | $764.8K | 0.01% | −18,885−67.7% | Reduced |
| Baird Financial Group, Inc. | 8,697 | $739.0K | 0.00% | −390−4.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,409 | $714.5K | 0.00% | +358+4.4% | Added |
| AQR Capital Management LLC | 8,394 | $713.3K | 0.00% | −1,141−12.0% | Reduced |
| NorthRock Partners, LLC | 8,103 | $688.5K | 0.03% | +5,090+168.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,534 | $640.0K | 0.00% | +694+10.1% | Added |
| SEI Investments Co | 7,524 | $639.3K | 0.00% | +184+2.5% | Added |
| SNS Financial Group, LLC | 7,459 | $633.8K | 0.08% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 7,301 | $620.4K | 0.01% | −10−0.1% | Reduced |
| Mariner, LLC | 7,200 | $611.8K | 0.00% | +59+0.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 7,124 | $605.3K | 0.01% | +7,124 | New |
| Iowa State Bank | 6,796 | $577.5K | 0.14% | 00.0% | Unchanged |
| Trexquant Investment LP | 6,766 | $574.9K | 0.01% | +3,232+91.5% | Added |
| State of Wisconsin Investment Board | 6,760 | $574.4K | 0.00% | −862−11.3% | Reduced |
| Exchange Traded Concepts, LLC | 6,681 | $567.7K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 6,618 | $562.3K | 0.00% | +2,916+78.8% | Added |
| Mercer Global Advisors Inc | 6,576 | $559.0K | 0.00% | −88−1.3% | Reduced |
| Coldstream Capital Management Inc | 6,403 | $544.1K | 0.02% | −118−1.8% | Reduced |
| Valtinson Bruner Financial Planning LLC | 6,363 | $540.7K | 0.28% | +8+0.1% | Added |
| HighTower Advisors, LLC | 6,197 | $532.0K | 0.00% | +333+5.7% | Added |
| Pictet Asset Management Holding SA | 6,255 | $531.5K | 0.00% | +431+7.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 6,245 | $530.6K | 0.00% | +6,245 | New |
| D.A. Davidson & Co. | 6,200 | $526.8K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 5,978 | $508.0K | 0.06% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 5,877 | $499.4K | 0.01% | −125−2.1% | Reduced |
| Janney Montgomery Scott LLC | 5,716 | $486.0K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 5,484 | $466.0K | 0.35% | −1,500−21.5% | Reduced |
| Public Employees Retirement Association of Colorado | 5,473 | $465.0K | 0.00% | −811−12.9% | Reduced |
| Affinity Investment Advisors, LLC | 5,362 | $455.6K | 0.31% | −4,380−45.0% | Reduced |
| ICA Group Wealth Management, LLC | 5,348 | $454.4K | 0.10% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,290 | $449.5K | 0.00% | +1,705+47.6% | Added |
| Opus Capital Group, LLC | 5,266 | $447.0K | 0.07% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,214 | $443.1K | 0.00% | +204+4.1% | Added |
| First Hawaiian Bank | 5,195 | $441.4K | 0.01% | −770−12.9% | Reduced |
| Avantax Advisory Services, Inc. | 5,087 | $432.3K | 0.00% | +2,166+74.2% | Added |
| Bell Bank | 5,086 | $432.2K | 0.04% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 5,000 | $424.9K | 0.07% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,909 | $417.1K | 0.01% | +1,438+41.4% | Added |
| CI Private Wealth, LLC | 4,841 | $411.3K | 0.00% | +367+8.2% | Added |
| Modern Wealth Management, LLC | 4,833 | $410.7K | 0.05% | +4,833 | New |
| Proequities, Inc. | 4,830 | $410.4K | 0.03% | +23+0.5% | Added |
| New York Life Investment Management LLC | 4,779 | $406.1K | 0.00% | −140−2.8% | Reduced |
| Putnam Investments LLC | 4,738 | $402.6K | 0.00% | −140−2.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,654 | $395.4K | 0.07% | +975+26.5% | Added |
| MML Investors Services, LLC | 4,531 | $385.0K | 0.00% | +440+10.8% | Added |
| Alternative Investment Advisors, LLC. | 4,523 | $384.4K | 0.25% | +25+0.6% | Added |
| Neuberger Berman Group LLC | 4,305 | $365.8K | 0.00% | −2,707−38.6% | Reduced |
| Hancock Whitney Corp | 4,298 | $365.2K | 0.01% | −65−1.5% | Reduced |
| Everence Capital Management Inc | 4,280 | $364.0K | 0.03% | −1,570−26.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,277 | $363.4K | 0.01% | +172+4.2% | Added |
| Wealth Forward, LLC | 4,238 | $360.1K | 0.30% | +4,238 | New |
| Creative Planning | 4,202 | $357.0K | 0.00% | −101−2.3% | Reduced |
| Accredited Investors Inc. | 4,172 | $354.5K | 0.03% | −46−1.1% | Reduced |
| Winton Group Ltd | 4,077 | $346.4K | 0.03% | +275+7.2% | Added |
| Corton Capital Inc. | 4,073 | $346.1K | 0.11% | +4,073 | New |
| Cetera Advisor Networks LLC | 4,054 | $344.5K | 0.00% | +1,211+42.6% | Added |
| Toroso Investments, LLC | 4,014 | $341.1K | 0.01% | +4,014 | New |
| AdvisorNet Financial, Inc | 3,718 | $315.9K | 0.03% | −2−0.1% | Reduced |
| Ifrah Financial Services, Inc. | 3,710 | $315.2K | 0.09% | +44+1.2% | Added |
| Centiva Capital, LP | 3,682 | $312.9K | 0.02% | +3,682 | New |
| Chesley Taft & Associates LLC | 3,680 | $312.7K | 0.02% | 00.0% | Unchanged |
| Alerus Financial NA | 3,643 | $309.5K | 0.03% | −27−0.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,566 | $303.0K | 0.00% | −1,200−25.2% | Reduced |
| Atlas Brown,Inc. | 3,491 | $296.6K | 0.12% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 3,460 | $294.0K | 0.00% | +3,460 | New |
| Bremer Bank National Association | 3,435 | $291.9K | 0.05% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,293 | $279.8K | 0.06% | −12,056−78.5% | Reduced |
| Flagship Harbor Advisors, LLC | 3,202 | $272.1K | 0.02% | −55−1.7% | Reduced |
| Cubist Systematic Strategies, LLC | 3,044 | $258.6K | 0.00% | −53,615−94.6% | Reduced |
| Trilogy Capital Inc. | 3,033 | $257.7K | 0.02% | −582−16.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,011 | $255.8K | 0.09% | +3,011 | New |
| Crossmark Global Holdings, Inc. | 2,993 | $254.0K | 0.01% | −366−10.9% | Reduced |
| HSBC Holdings PLC | 2,776 | $236.5K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,779 | $236.1K | 0.06% | 00.0% | Unchanged |
| Davis R M Inc | 2,778 | $236.1K | 0.01% | +2,778 | New |