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 |
|---|---|---|---|---|---|
| Caitlin John, LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| TFC Financial Management | 1 | $87 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 1 | $112 | 0.00% | +1 | New |
| Macquarie Group Ltd | 1,687 | $146 | 0.00% | +1,687 | New |
| Abound Wealth Management | 4 | $346 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $432 | 0.00% | +5 | New |
| Denali Advisors LLC | 6 | $518 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 6 | $518 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $605 | 0.00% | +1+16.7% | Added |
| SJS Investment Consulting Inc. | 9 | $778 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.21K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 15 | $1.30K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 18 | $1.55K | 0.00% | +18 | New |
| Fortitude Family Office, LLC | 19 | $1.64K | 0.00% | −31−62.0% | Reduced |
| Versant Capital Management, Inc | 24 | $2.07K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 24 | $2.10K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $2.25K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $2.42K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 33 | $2.85K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34 | $2.94K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 33 | $3.00K | 0.00% | −46−58.2% | Reduced |
| Quarry LP | 35 | $3.02K | 0.00% | +35 | New |
| Lindbrook Capital, LLC | 40 | $3.46K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 40 | $3.46K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 40 | $3.46K | 0.00% | +40 | New |
| Bell Investment Advisors, Inc | 41 | $3.54K | 0.00% | +6+17.1% | Added |
| Pflug Koory, LLC | 50 | $4.32K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 55 | $4.75K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 59 | $5.10K | 0.00% | +59 | New |
| Principal Securities, Inc. | 67 | $5.77K | 0.00% | +1+1.5% | Added |
| Parkside Financial Bank & Trust | 72 | $6.22K | 0.00% | +1+1.4% | Added |
| Farther Finance Advisors, LLC | 82 | $7.04K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 90 | $7.78K | 0.00% | +76+542.9% | Added |
| Broadwater Capital Management LLC | 95 | $8.21K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 106 | $9.18K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 110 | $9.50K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 128 | $11.1K | 0.00% | +1+0.8% | Added |
| Salomon & Ludwin, LLC | 133 | $11.5K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 160 | $13.9K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 200 | $17.3K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $17.3K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $17.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 220 | $19.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 284 | $24.5K | 0.01% | +109+62.3% | Added |
| Leonteq Securities AG | 300 | $25.9K | 0.00% | −100−25.0% | Reduced |
| HighMark Wealth Management LLC | 321 | $27.8K | 0.02% | +1+0.3% | Added |
| West Financial Advisors, LLC | 334 | $28.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 370 | $32.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 426 | $36.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 449 | $38.8K | 0.01% | −241−34.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 454 | $39.2K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 464 | $40.1K | 0.00% | −9−1.9% | Reduced |
| Kepos Capital LP | 571 | $49.0K | 0.01% | +571 | New |
| Quadrant Capital Group LLC | 598 | $51.7K | 0.00% | +8+1.4% | Added |
| Optimum Investment Advisors | 600 | $51.8K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 623 | $53.0K | 0.00% | +623 | New |
| Goodman Advisory Group, LLC | 667 | $57.6K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 742 | $64.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 795 | $68.7K | 0.00% | +7+0.9% | Added |
| Trust Co of Vermont | 800 | $69.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 900 | $77.8K | 0.00% | +256+39.8% | Added |
| KBC Group NV | 976 | $84.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 972 | $85.0K | 0.00% | −112−10.3% | Reduced |
| C M Bidwell & Associates Ltd | 990 | $85.5K | 0.06% | +420+73.7% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $86.4K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,036 | $89.5K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,079 | $93.2K | 0.00% | +45+4.4% | Added |
| Covestor Ltd | 1,125 | $97.0K | 0.06% | −106−8.6% | Reduced |
| JNBA Financial Advisors | 1,404 | $121.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,444 | $124.7K | 0.00% | +8+0.6% | Added |
| DekaBank Deutsche Girozentrale | 1,526 | $129.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,536 | $132.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,569 | $135.6K | 0.00% | −13,516−89.6% | Reduced |
| Armstrong Advisory Group, Inc | 1,680 | $142.8K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 1,700 | $146.0K | 0.00% | −500−22.7% | Reduced |
| Ci Investments Inc. | 1,753 | $151.0K | 0.00% | −311−15.1% | Reduced |
| Lazard Asset Management LLC | 2,055 | $176.0K | 0.00% | −37−1.8% | Reduced |
| Harbour Investments, Inc. | 2,079 | $179.7K | 0.01% | −244−10.5% | Reduced |
| Metropolitan Life Insurance Co | 2,169 | $187.4K | 0.01% | −207−8.7% | Reduced |
| NBC Securities, Inc. | 2,205 | $191.0K | 0.02% | −500−18.5% | Reduced |
| Institutional & Family Asset Management, LLC | 2,328 | $201.1K | 0.03% | 00.0% | Unchanged |
| Wealth Group Ltd | 2,166 | $201.3K | 0.06% | −234−9.8% | Reduced |
| Profund Advisors LLC | 2,390 | $206.5K | 0.01% | −95−3.8% | Reduced |
| Daymark Wealth Partners, LLC | 2,400 | $207.4K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 2,508 | $216.7K | 0.00% | +17+0.7% | Added |
| True Vision MN LLC | 2,569 | $217.3K | 0.15% | +2,569 | New |
| Susquehanna International Group, LLP | 2,518 | $217.6K | 0.00% | −70,886−96.6% | Reduced |
| Independent Advisor Alliance | 2,601 | $224.7K | 0.01% | −20−0.8% | Reduced |
| Priebe Wealth Holdings LLC | 2,624 | $226.7K | 0.18% | 00.0% | Unchanged |
| Compass Financial Group, INC | 2,678 | $231.4K | 0.05% | +13+0.5% | Added |
| Great Waters Wealth Management | 2,729 | $235.8K | 0.04% | +3+0.1% | Added |
| Wealth Alliance Advisory Group, LLC | 2,779 | $240.1K | 0.06% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,974 | $257.0K | 0.00% | −19−0.6% | Reduced |
| Flagship Harbor Advisors, LLC | 3,080 | $266.1K | 0.02% | −122−3.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,118 | $269.4K | 0.09% | +107+3.6% | Added |
| O'Shaughnessy Asset Management, LLC | 3,119 | $269.5K | 0.00% | +697+28.8% | Added |
| Edgestream Partners, L.P. | 3,141 | $271.4K | 0.01% | +3,141 | New |
| Winton Group Ltd | 3,176 | $274.4K | 0.02% | −901−22.1% | Reduced |
| Man Group plc | 3,231 | $279.2K | 0.00% | −12,420−79.4% | Reduced |