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 |
|---|---|---|---|---|---|
| Prelude Capital Management, LLC | 3,369 | $291.1K | 0.02% | +3,369 | New |
| Aquatic Capital Management LLC | 3,400 | $293.8K | 0.01% | +3,400 | New |
| Guggenheim Capital LLC | 3,456 | $298.6K | 0.00% | −4−0.1% | Reduced |
| AdvisorNet Financial, Inc | 3,488 | $301.4K | 0.03% | −230−6.2% | Reduced |
| Atlas Brown,Inc. | 3,491 | $301.6K | 0.11% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 3,510 | $303.3K | 0.20% | +3,510 | New |
| Bokf, NA | 3,585 | $307.6K | 0.01% | +3,585 | New |
| AlphaMark Advisors, LLC | 3,583 | $310.0K | 0.11% | +3,583 | New |
| Buckingham Strategic Partners | 3,637 | $314.2K | 0.01% | +3,637 | New |
| Alerus Financial NA | 3,643 | $314.8K | 0.02% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 3,680 | $318.0K | 0.02% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 3,778 | $326.4K | 0.09% | +68+1.8% | Added |
| HighTower Advisors, LLC | 3,818 | $328.0K | 0.00% | −2,379−38.4% | Reduced |
| CTC Alternative Strategies, Ltd. | 3,813 | $329.4K | 0.21% | +3,813 | New |
| Scientech Research LLC | 3,831 | $331.0K | 0.18% | +1,212+46.3% | Added |
| Cynosure Management, LLC | 3,904 | $337.3K | 0.06% | +3,904 | New |
| CIBC Private Wealth Group, LLC | 3,979 | $341.4K | 0.00% | +1,579+65.8% | Added |
| Hancock Whitney Corp | 4,098 | $354.1K | 0.01% | −200−4.7% | Reduced |
| The PNC Financial Services Group, Inc. | 4,102 | $354.4K | 0.00% | −12,969−76.0% | Reduced |
| Ameritas Investment Partners, Inc. | 4,121 | $356.1K | 0.01% | −156−3.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,126 | $356.5K | 0.00% | +560+15.7% | Added |
| Virtus Investment Advisers, Inc. | 4,184 | $361.5K | 0.26% | −1,300−23.7% | Reduced |
| Accredited Investors Inc. | 4,195 | $362.4K | 0.02% | +23+0.6% | Added |
| Wealth Forward, LLC | 4,238 | $366.2K | 0.29% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 4,246 | $366.9K | 0.09% | +4,246 | New |
| Everence Capital Management Inc | 4,280 | $370.0K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,402 | $380.0K | 0.00% | −8,664−66.3% | Reduced |
| Corton Capital Inc. | 4,403 | $380.4K | 0.14% | +330+8.1% | Added |
| SG Americas Securities, LLC | 4,499 | $389.0K | 0.00% | +2,339+108.3% | Added |
| Alternative Investment Advisors, LLC. | 4,546 | $390.1K | 0.23% | +23+0.5% | Added |
| CI Private Wealth, LLC | 4,593 | $396.8K | 0.00% | −248−5.1% | Reduced |
| MML Investors Services, LLC | 4,733 | $409.0K | 0.00% | +202+4.5% | Added |
| Linden Thomas Advisory Services, LLC | 4,769 | $412.0K | 0.07% | +115+2.5% | Added |
| Modern Wealth Management, LLC | 4,833 | $417.6K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 4,852 | $419.2K | 0.03% | +22+0.5% | Added |
| Cubist Systematic Strategies, LLC | 4,877 | $421.4K | 0.00% | +1,833+60.2% | Added |
| Private Advisor Group, LLC | 4,898 | $423.2K | 0.00% | −316−6.1% | Reduced |
| Hendershot Investments Inc. | 5,000 | $432.0K | 0.06% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 5,059 | $437.1K | 0.01% | −818−13.9% | Reduced |
| Bell Bank | 5,086 | $439.4K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,247 | $453.0K | 0.00% | −226−4.1% | Reduced |
| Opus Capital Group, LLC | 5,266 | $455.0K | 0.07% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 5,348 | $462.1K | 0.09% | 00.0% | Unchanged |
| Laurion Capital Management LP | 5,367 | $463.7K | 0.01% | +5,367 | New |
| Nisa Investment Advisors, LLC | 5,594 | $483.3K | 0.00% | +304+5.7% | Added |
| Dynamic Technology Lab Private Ltd | 5,613 | $485.0K | 0.05% | +5,613 | New |
| Avantax Advisory Services, Inc. | 5,636 | $487.0K | 0.00% | +549+10.8% | Added |
| Janney Montgomery Scott LLC | 5,716 | $494.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 5,800 | $501.1K | 0.00% | −12,200−67.8% | Reduced |
| Mariner, LLC | 5,958 | $514.7K | 0.00% | −1,242−17.3% | Reduced |
| James Investment Research Inc | 5,976 | $516.3K | 0.06% | −20.0% | Reduced |
| XTX Topco Ltd | 5,985 | $517.1K | 0.07% | +2,692+81.7% | Added |
| Creative Planning | 6,144 | $530.8K | 0.00% | +1,942+46.2% | Added |
| TD Asset Management Inc | 6,200 | $535.7K | 0.00% | +6,200 | New |
| Pictet Asset Management Holding SA | 6,255 | $540.4K | 0.00% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 6,371 | $550.4K | 0.23% | +8+0.1% | Added |
| Coldstream Capital Management Inc | 6,403 | $553.2K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 6,408 | $553.7K | 0.00% | −1,116−14.8% | Reduced |
| Paloma Partners Management Co | 6,471 | $559.1K | 0.08% | +6,471 | New |
| Neuberger Berman Group LLC | 6,517 | $563.1K | 0.00% | +2,212+51.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,679 | $577.0K | 0.00% | −855−11.3% | Reduced |
| D.A. Davidson & Co. | 6,700 | $578.9K | 0.01% | +500+8.1% | Added |
| AQR Capital Management LLC | 6,819 | $589.2K | 0.00% | −1,575−18.8% | Reduced |
| Quantbot Technologies LP | 6,834 | $590.5K | 0.03% | +6,834 | New |
| HSBC Holdings PLC | 6,990 | $604.0K | 0.00% | +4,214+151.8% | Added |
| Mutual of America Capital Management LLC | 7,186 | $620.9K | 0.01% | −115−1.6% | Reduced |
| Cetera Investment Advisers | 7,308 | $631.5K | 0.00% | +7,308 | New |
| SNS Financial Group, LLC | 7,459 | $644.5K | 0.07% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 7,501 | $648.1K | 0.01% | −9,331−55.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,604 | $657.0K | 0.01% | +7,604 | New |
| Allspring Global Investments Holdings, LLC | 7,607 | $657.2K | 0.00% | −6,582−46.4% | Reduced |
| Mercer Global Advisors Inc | 7,738 | $669.0K | 0.00% | +1,162+17.7% | Added |
| Baird Financial Group, Inc. | 7,964 | $688.1K | 0.00% | −733−8.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,024 | $693.3K | 0.00% | +1,779+28.5% | Added |
| UniSuper Management Pty Ltd | 8,057 | $696.1K | 0.01% | +8,057 | New |
| NorthRock Partners, LLC | 8,103 | $700.1K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 8,119 | $701.5K | 0.01% | +3,210+65.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,409 | $726.5K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 8,764 | $757.2K | 0.00% | −1,361−13.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,008 | $778.3K | 0.01% | +7+0.1% | Added |
| Alpine Global Management, LLC | 9,150 | $790.6K | 0.15% | +9,150 | New |
| Wesbanco Bank Inc | 9,273 | $801.2K | 0.03% | +9,273 | New |
| Bremer Bank National Association | 9,384 | $810.8K | 0.15% | +5,949+173.2% | Added |
| Mackenzie Financial Corp | 9,441 | $815.7K | 0.00% | −21,860−69.8% | Reduced |
| Foster & Motley Inc | 9,706 | $839.0K | 0.06% | −142−1.4% | Reduced |
| Kestra Advisory Services, LLC | 10,004 | $864.4K | 0.01% | −516−4.9% | Reduced |
| Arizona State Retirement System | 10,317 | $891.4K | 0.01% | −177−1.7% | Reduced |
| Bank of Montreal | 10,853 | $938.7K | 0.00% | +1,127+11.6% | Added |
| Oregon Public Employees Retirement Fund | 11,123 | $961.0K | 0.02% | −1,077−8.8% | Reduced |
| D. E. Shaw & Co., Inc. | 11,624 | $1.00M | 0.00% | −8,073−41.0% | Reduced |
| GWM Advisors LLC | 11,674 | $1.01M | 0.01% | −2,983−20.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 11,773 | $1.02M | 0.36% | −22−0.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 12,000 | $1.04M | 0.13% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 12,052 | $1.04M | 0.42% | −11,952−49.8% | Reduced |
| Truist Financial Corp | 12,199 | $1.05M | 0.00% | +110+0.9% | Added |
| Vista Investment Partners LLC | 12,600 | $1.09M | 0.37% | +1,993+18.8% | Added |
| Alps Advisors Inc | 12,943 | $1.12M | 0.01% | +1,273+10.9% | Added |
| Amalgamated Bank | 13,112 | $1.13M | 0.01% | −3,751−22.2% | Reduced |
| Nebula Research & Development LLC | 13,175 | $1.14M | 0.25% | +13,175 | New |
| Voya Investment Management LLC | 13,473 | $1.16M | 0.00% | −3,070−18.6% | Reduced |