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 |
|---|---|---|---|---|---|
| Great Waters Wealth Management | 2,726 | $231.7K | 0.04% | +3+0.1% | Added |
| NBC Securities, Inc. | 2,705 | $229.0K | 0.02% | 00.0% | Unchanged |
| Compass Financial Group, INC | 2,665 | $226.5K | 0.06% | +14+0.5% | Added |
| Wealth Group Ltd | 2,400 | $225.9K | 0.07% | +2,400 | New |
| Priebe Wealth Holdings LLC | 2,624 | $223.0K | 0.18% | +2,624 | New |
| Independent Advisor Alliance | 2,621 | $222.7K | 0.01% | +2,621 | New |
| Scientech Research LLC | 2,619 | $222.5K | 0.22% | +2,619 | New |
| Beacon Pointe Advisors, LLC | 2,580 | $219.2K | 0.00% | +2,580 | New |
| Xponance, Inc. | 2,491 | $211.7K | 0.00% | +2,491 | New |
| Profund Advisors LLC | 2,485 | $211.2K | 0.01% | +2,485 | New |
| Carlson Capital Management | 2,475 | $210.3K | 0.01% | +2,475 | New |
| Veriti Management LLC | 2,430 | $206.5K | 0.02% | +2,430 | New |
| O'Shaughnessy Asset Management, LLC | 2,422 | $205.8K | 0.00% | +2,422 | New |
| CIBC Private Wealth Group, LLC | 2,400 | $203.9K | 0.00% | +2,400 | New |
| Daymark Wealth Partners, LLC | 2,400 | $203.9K | 0.01% | +2,400 | New |
| Metropolitan Life Insurance Co | 2,376 | $201.9K | 0.01% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 2,357 | $200.3K | 0.11% | +2,357 | New |
| Institutional & Family Asset Management, LLC | 2,328 | $197.8K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,323 | $197.4K | 0.01% | +10+0.4% | Added |
| STRS Ohio | 2,200 | $186.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,160 | $184.0K | 0.00% | +2,160 | New |
| Lazard Asset Management LLC | 2,092 | $177.0K | 0.00% | +2,092 | New |
| Ci Investments Inc. | 2,064 | $175.0K | 0.00% | −14−0.7% | Reduced |
| Armstrong Advisory Group, Inc | 1,680 | $142.8K | 0.01% | −180−9.7% | Reduced |
| ORG Partners LLC | 1,643 | $139.6K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,536 | $130.5K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,526 | $130.0K | 0.00% | +1,526 | New |
| JNBA Financial Advisors | 1,404 | $119.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,436 | $118.3K | 0.00% | −970−40.3% | Reduced |
| Covestor Ltd | 1,231 | $105.0K | 0.07% | −298−19.5% | Reduced |
| Shell Asset Management Co | 1,084 | $92.0K | 0.00% | −301−21.7% | Reduced |
| Financial Perspectives, Inc | 1,036 | $88.0K | 0.04% | +1,036 | New |
| Hussman Strategic Advisors, Inc. | 1,000 | $85.0K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 976 | $83.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,034 | $78.0K | 0.00% | +362+53.9% | Added |
| Trust Co of Vermont | 800 | $68.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 788 | $67.0K | 0.00% | +14+1.8% | Added |
| Geneos Wealth Management Inc. | 742 | $63.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 690 | $62.4K | 0.02% | +690 | New |
| Goodman Advisory Group, LLC | 667 | $56.7K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 644 | $54.7K | 0.00% | +225+53.7% | Added |
| Optimum Investment Advisors | 600 | $51.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 590 | $50.1K | 0.00% | +146+32.9% | Added |
| C M Bidwell & Associates Ltd | 570 | $48.4K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 473 | $40.2K | 0.00% | −36−7.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 454 | $38.6K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 438 | $37.2K | 0.00% | +438 | New |
| Chilton Capital Management LLC | 426 | $36.2K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 400 | $34.0K | 0.00% | +400 | New |
| IFP Advisors, Inc | 370 | $31.4K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 339 | $29.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 334 | $28.4K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 320 | $27.2K | 0.02% | +2+0.6% | Added |
| Russell Investments Group, Ltd. | 306 | $26.0K | 0.00% | −42−12.1% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $18.7K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 200 | $17.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 188 | $16.0K | 0.03% | −432−69.7% | Reduced |
| Contravisory Investment Management, Inc. | 175 | $14.9K | 0.00% | +93+113.4% | Added |
| Plante Moran Financial Advisors, LLC | 160 | $13.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 127 | $10.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 133 | $10.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 110 | $9.35K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 106 | $9.03K | 0.00% | +106 | New |
| National Bank of Canada | 100 | $8.57K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 95 | $8.07K | 0.01% | +95 | New |
| Private Trust Co NA | 83 | $7.05K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 79 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 82 | $6.97K | 0.00% | +15+22.4% | Added |
| Parkside Financial Bank & Trust | 71 | $6.03K | 0.00% | −22−23.7% | Reduced |
| Principal Securities, Inc. | 66 | $5.65K | 0.00% | +66 | New |
| Global Wealth Strategies & Associates | 55 | $4.67K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 50 | $4.25K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 50 | $4.25K | 0.00% | +50 | New |
| Lindbrook Capital, LLC | 40 | $3.40K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 40 | $3.40K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $2.97K | 0.00% | −8−18.6% | Reduced |
| Massmutual Trust Co FSB | 34 | $2.89K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 33 | $2.80K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $2.38K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 28 | $2.38K | 0.00% | +28 | New |
| JFS Wealth Advisors, LLC | 26 | $2.21K | 0.00% | −1−3.7% | Reduced |
| JJJ Advisors Inc. | 24 | $2.06K | 0.00% | +24 | New |
| Versant Capital Management, Inc | 24 | $2.04K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 23 | $1.96K | 0.00% | +23 | New |
| RFP Financial Group LLC | 15 | $1.27K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.19K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 14 | $1.19K | 0.00% | +8+133.3% | Added |
| Archer Investment Corp | 12 | $1.02K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $765 | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 6 | $510 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $510 | 0.00% | +6 | New |
| Gladius Capital Management LP | 5 | $425 | 0.00% | −114−95.8% | Reduced |
| Abound Wealth Management | 4 | $340 | 0.00% | −1−20.0% | Reduced |
| Caitlin John, LLC | 0 | $5 | 0.00% | 0 | New |
| Psagot Value Holdings Ltd. / (Israel) | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Scarborough Advisors, LLC | 46 | $0 | 0.00% | +46 | New |
| 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 |