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, Q1 2024
Institutional positions in Otter Tail Corp as of Mar 31, 2024. 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
- 304
- +8 vs. Q4 2023
- Shares held
- 24.6M
- −782.3K (−3.1%) vs. Q4 2023
- Total value
- $2.12B
- −$32.4M (−1.5%) vs. Q4 2023
- New holders
- 41
- 86 more added
- Sold out
- 33
- 111 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 6,516,750 | $563.0M | 0.01% | −58,043−0.9% | Reduced |
| Vanguard Group Inc | 5,238,510 | $452.6M | 0.01% | +197,617+3.9% | Added |
| State Street Corp | 1,578,863 | $136.4M | 0.01% | +37,711+2.4% | Added |
| Dimensional Fund Advisors LP | 1,031,567 | $89.1M | 0.02% | +4,982+0.5% | Added |
| Geode Capital Management, LLC | 966,288 | $83.5M | 0.01% | +50,503+5.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 717,858 | $62.0M | 0.27% | +2,278+0.3% | Added |
| Northern Trust Corp | 582,157 | $50.3M | 0.01% | −49,062−7.8% | Reduced |
| Gabelli Funds LLC | 532,200 | $46.0M | 0.34% | −31,700−5.6% | Reduced |
| Morgan Stanley | 493,743 | $42.7M | 0.00% | +24,732+5.3% | Added |
| Charles Schwab Investment Management Inc | 485,698 | $42.0M | 0.01% | −12,991−2.6% | Reduced |
| Bank of New York Mellon Corp | 430,143 | $37.2M | 0.01% | −18,748−4.2% | Reduced |
| Gamco Investors, Inc. Et Al | 274,342 | $23.7M | 0.24% | −6,050−2.2% | Reduced |
| Principal Financial Group Inc | 235,102 | $20.3M | 0.01% | +4,358+1.9% | Added |
| Nuveen Asset Management, LLC | 231,536 | $20.0M | 0.01% | −163,105−41.3% | Reduced |
| Citadel Advisors LLC | 216,947 | $18.7M | 0.02% | +102,088+88.9% | Added |
| Invesco Ltd. | 211,404 | $18.3M | 0.00% | +11,428+5.7% | Added |
| Millennium Management LLC | 205,593 | $17.8M | 0.02% | +149,599+267.2% | Added |
| Ameriprise Financial Inc | 151,829 | $13.2M | 0.00% | −5,557−3.5% | Reduced |
| Federated Hermes, Inc. | 138,077 | $11.9M | 0.03% | −5,154−3.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 136,780 | $11.8M | 0.04% | −6,080−4.3% | Reduced |
| Bank of America Corp | 136,765 | $11.8M | 0.00% | −24,170−15.0% | Reduced |
| Legal & General Group Plc | 116,881 | $10.1M | 0.00% | +1,345+1.2% | Added |
| Phocas Financial Corp. | 110,594 | $9.55M | 1.39% | −2,898−2.6% | Reduced |
| Rhumbline Advisers | 110,283 | $9.53M | 0.01% | −3,956−3.5% | Reduced |
| JPMorgan Chase & Co | 102,457 | $8.85M | 0.00% | +7,551+8.0% | Added |
| Royal Bank of Canada | 93,952 | $8.12M | 0.00% | −7,683−7.6% | Reduced |
| ProShare Advisors LLC | 91,152 | $7.88M | 0.02% | −14,545−13.8% | Reduced |
| LSV Asset Management | 89,000 | $7.69M | 0.02% | −94,816−51.6% | Reduced |
| Public Sector Pension Investment Board | 85,495 | $7.39M | 0.05% | −1,060−1.2% | Reduced |
| First Trust Advisors LP | 83,589 | $7.22M | 0.01% | −742,722−89.9% | Reduced |
| Victory Capital Management Inc | 83,228 | $7.19M | 0.01% | −79,109−48.7% | Reduced |
| Manufacturers Life Insurance Company, The | 75,234 | $6.50M | 0.01% | −3,493−4.4% | Reduced |
| Whittier Trust Co | 74,299 | $6.42M | 0.09% | +2,870+4.0% | Added |
| Weiss Asset Management LP | 74,036 | $6.40M | 0.30% | +74,036 | New |
| Swiss National Bank | 74,000 | $6.39M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 64,615 | $5.58M | 0.01% | +13,014+25.2% | Added |
| UBS Group AG | 60,149 | $5.20M | 0.00% | −3,761−5.9% | Reduced |
| ExodusPoint Capital Management, LP | 50,816 | $4.39M | 0.05% | +24,612+93.9% | Added |
| Goldman Sachs Group Inc | 50,821 | $4.39M | 0.00% | −39,269−43.6% | Reduced |
| HRT Financial LP | 49,490 | $4.28M | 0.03% | +33,263+205.0% | Added |
| LPL Financial LLC | 48,996 | $4.23M | 0.00% | −2,564−5.0% | Reduced |
| New York State Common Retirement Fund | 48,546 | $4.19M | 0.01% | +113+0.2% | Added |
| First Manhattan Co | 48,393 | $4.18M | 0.01% | −4,850−9.1% | Reduced |
| Alliancebernstein L.P. | 47,808 | $4.13M | 0.00% | −4,368−8.4% | Reduced |
| Prudential Financial Inc | 46,748 | $4.04M | 0.01% | −1,132−2.4% | Reduced |
| Aptus Capital Advisors, LLC | 44,908 | $3.88M | 0.08% | +4,736+11.8% | Added |
| FMR LLC | 42,806 | $3.70M | 0.00% | +36,188+546.8% | Added |
| Tudor Investment Corp Et Al | 42,511 | $3.67M | 0.04% | +42,511 | New |
| Wells Fargo & Company | 42,062 | $3.63M | 0.00% | +2,384+6.0% | Added |
| Whittier Trust Co of Nevada Inc | 39,347 | $3.40M | 0.10% | +1,936+5.2% | Added |
| California State Teachers Retirement System | 37,915 | $3.28M | 0.00% | −2,325−5.8% | Reduced |
| Citigroup Inc | 36,846 | $3.18M | 0.00% | −9,231−20.0% | Reduced |
| Benjamin Edwards Inc | 36,669 | $3.17M | 0.63% | +15,892+76.5% | Added |
| Barclays PLC | 36,536 | $3.16M | 0.00% | −27,640−43.1% | Reduced |
| Texas Permanent School Fund | 36,505 | $3.15M | 0.02% | +472+1.3% | Added |
| Thrivent Financial for Lutherans | 36,185 | $3.13M | 0.01% | −983−2.6% | Reduced |
| Great West Life Assurance Co | 36,118 | $3.12M | 0.01% | +2,571+7.7% | Added |
| UBS Asset Management Americas Inc | 35,717 | $3.09M | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 41,199 | $2.98M | 0.01% | +21,908+113.6% | Added |
| State of Wisconsin Investment Board | 32,168 | $2.78M | 0.01% | +25,408+375.9% | Added |
| State of New Jersey Common Pension Fund D | 31,864 | $2.75M | 0.01% | −1,623−4.8% | Reduced |
| US Bancorp | 31,747 | $2.74M | 0.00% | −113−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 30,675 | $2.65M | 0.00% | −16,234−34.6% | Reduced |
| OneAscent Financial Services LLC | 30,249 | $2.61M | 0.29% | −6,556−17.8% | Reduced |
| Martingale Asset Management L P | 30,057 | $2.60M | 0.05% | −4,905−14.0% | Reduced |
| Janus Henderson Group PLC | 29,765 | $2.57M | 0.00% | +9,270+45.2% | Added |
| Price T Rowe Associates Inc | 29,534 | $2.55M | 0.00% | +1,511+5.4% | Added |
| Deutsche Bank AG | 27,819 | $2.40M | 0.00% | +1,177+4.4% | Added |
| Marshall Wace, LLP | 27,796 | $2.40M | 0.00% | −30,199−52.1% | Reduced |
| Comerica Bank | 26,691 | $2.31M | 0.01% | −355−1.3% | Reduced |
| Jupiter Asset Management Ltd | 26,347 | $2.28M | 0.02% | +26,347 | New |
| Franklin Resources Inc | 26,065 | $2.25M | 0.00% | +3,436+15.2% | Added |
| State of Alaska, Department of Revenue | 25,410 | $2.19M | 0.02% | −251−1.0% | Reduced |
| Credit Suisse AG | 25,241 | $2.18M | 0.00% | +693+2.8% | Added |
| Illinois Municipal Retirement Fund | 25,061 | $2.17M | 0.03% | +912+3.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,808 | $2.06M | 0.00% | −673−2.7% | Reduced |
| Advisor Group Holdings, Inc. | 23,673 | $2.05M | 0.00% | −654−2.7% | Reduced |
| Royce & Associates LP | 23,255 | $2.01M | 0.02% | −1,133−4.6% | Reduced |
| American International Group, Inc. | 22,296 | $1.93M | 0.01% | −200−0.9% | Reduced |
| Raymond James & Associates | 21,986 | $1.90M | 0.00% | −185−0.8% | Reduced |
| MetLife Investment Management | 21,033 | $1.82M | 0.01% | −504−2.3% | Reduced |
| Los Angeles Capital Management LLC | 20,826 | $1.80M | 0.01% | −8,142−28.1% | Reduced |
| Louisiana State Employees Retirement System | 20,700 | $1.79M | 0.03% | −200−1.0% | Reduced |
| Vident Advisory, LLC | 20,048 | $1.73M | 0.04% | +1,625+8.8% | Added |
| State of Tennessee, Treasury Department | 19,697 | $1.70M | 0.01% | −2,761−12.3% | Reduced |
| New York State Teachers Retirement System | 19,442 | $1.68M | 0.00% | −300−1.5% | Reduced |
| Squarepoint Ops LLC | 19,023 | $1.64M | 0.01% | +19,023 | New |
| Yousif Capital Management, LLC | 18,895 | $1.63M | 0.02% | −2,475−11.6% | Reduced |
| American Century Companies Inc | 17,693 | $1.53M | 0.00% | −732−4.0% | Reduced |
| Focus Financial Network, Inc. | 18,010 | $1.48M | 0.07% | +18,010 | New |
| Wealth Enhancement Advisory Services, LLC | 17,060 | $1.47M | 0.00% | +86+0.5% | Added |
| Toroso Investments, LLC | 16,879 | $1.46M | 0.02% | +12,865+320.5% | Added |
| Two Sigma Investments, LP | 16,867 | $1.46M | 0.00% | −30,926−64.7% | Reduced |
| Commonwealth Equity Services, LLC | 16,712 | $1.44M | 0.00% | +991+6.3% | Added |
| Aventail Capital Group, LP | 16,033 | $1.39M | 0.11% | +16,033 | New |
| Russell Investments Group, Ltd. | 15,106 | $1.31M | 0.00% | +14,800+4,836.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,896 | $1.27M | 0.00% | −1,097−5.8% | Reduced |
| Ensign Peak Advisors, Inc | 14,660 | $1.27M | 0.00% | −740−4.8% | Reduced |
| North Star Investment Management Corp. | 14,564 | $1.26M | 0.09% | +20.0% | Added |
| Maryland State Retirement & Pension System | 15,030 | $1.24M | 0.02% | −130−0.9% | Reduced |