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 |
|---|---|---|---|---|---|
| CWM, LLC | 13,580 | $1.17M | 0.01% | −1,601−10.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,618 | $1.18M | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 13,800 | $1.19M | 0.33% | +13,800 | New |
| Schonfeld Strategic Advisors LLC | 14,222 | $1.23M | 0.01% | +14,222 | New |
| Maryland State Retirement & Pension System | 15,030 | $1.24M | 0.02% | −130−0.9% | Reduced |
| North Star Investment Management Corp. | 14,564 | $1.26M | 0.09% | +20.0% | Added |
| Ensign Peak Advisors, Inc | 14,660 | $1.27M | 0.00% | −740−4.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 17,896 | $1.27M | 0.00% | −1,097−5.8% | Reduced |
| Russell Investments Group, Ltd. | 15,106 | $1.31M | 0.00% | +14,800+4,836.6% | Added |
| Aventail Capital Group, LP | 16,033 | $1.39M | 0.11% | +16,033 | New |
| Commonwealth Equity Services, LLC | 16,712 | $1.44M | 0.00% | +991+6.3% | Added |
| Two Sigma Investments, LP | 16,867 | $1.46M | 0.00% | −30,926−64.7% | Reduced |
| Toroso Investments, LLC | 16,879 | $1.46M | 0.02% | +12,865+320.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 17,060 | $1.47M | 0.00% | +86+0.5% | Added |
| Focus Financial Network, Inc. | 18,010 | $1.48M | 0.07% | +18,010 | New |
| American Century Companies Inc | 17,693 | $1.53M | 0.00% | −732−4.0% | Reduced |
| Yousif Capital Management, LLC | 18,895 | $1.63M | 0.02% | −2,475−11.6% | Reduced |
| Squarepoint Ops LLC | 19,023 | $1.64M | 0.01% | +19,023 | New |
| New York State Teachers Retirement System | 19,442 | $1.68M | 0.00% | −300−1.5% | Reduced |
| State of Tennessee, Treasury Department | 19,697 | $1.70M | 0.01% | −2,761−12.3% | Reduced |
| Vident Advisory, LLC | 20,048 | $1.73M | 0.04% | +1,625+8.8% | Added |
| Louisiana State Employees Retirement System | 20,700 | $1.79M | 0.03% | −200−1.0% | Reduced |
| Los Angeles Capital Management LLC | 20,826 | $1.80M | 0.01% | −8,142−28.1% | Reduced |
| MetLife Investment Management | 21,033 | $1.82M | 0.01% | −504−2.3% | Reduced |
| Raymond James & Associates | 21,986 | $1.90M | 0.00% | −185−0.8% | Reduced |
| American International Group, Inc. | 22,296 | $1.93M | 0.01% | −200−0.9% | Reduced |
| Royce & Associates LP | 23,255 | $2.01M | 0.02% | −1,133−4.6% | Reduced |
| Advisor Group Holdings, Inc. | 23,673 | $2.05M | 0.00% | −654−2.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 23,808 | $2.06M | 0.00% | −673−2.7% | Reduced |
| Illinois Municipal Retirement Fund | 25,061 | $2.17M | 0.03% | +912+3.8% | Added |
| Credit Suisse AG | 25,241 | $2.18M | 0.00% | +693+2.8% | Added |
| State of Alaska, Department of Revenue | 25,410 | $2.19M | 0.02% | −251−1.0% | Reduced |
| Franklin Resources Inc | 26,065 | $2.25M | 0.00% | +3,436+15.2% | Added |
| Jupiter Asset Management Ltd | 26,347 | $2.28M | 0.02% | +26,347 | New |
| Comerica Bank | 26,691 | $2.31M | 0.01% | −355−1.3% | Reduced |
| Marshall Wace, LLP | 27,796 | $2.40M | 0.00% | −30,199−52.1% | Reduced |
| Deutsche Bank AG | 27,819 | $2.40M | 0.00% | +1,177+4.4% | Added |
| Price T Rowe Associates Inc | 29,534 | $2.55M | 0.00% | +1,511+5.4% | Added |
| Janus Henderson Group PLC | 29,765 | $2.57M | 0.00% | +9,270+45.2% | Added |
| Martingale Asset Management L P | 30,057 | $2.60M | 0.05% | −4,905−14.0% | Reduced |
| OneAscent Financial Services LLC | 30,249 | $2.61M | 0.29% | −6,556−17.8% | Reduced |
| BNP Paribas Arbitrage, SA | 30,675 | $2.65M | 0.00% | −16,234−34.6% | Reduced |
| US Bancorp | 31,747 | $2.74M | 0.00% | −113−0.4% | Reduced |
| State of New Jersey Common Pension Fund D | 31,864 | $2.75M | 0.01% | −1,623−4.8% | Reduced |
| State of Wisconsin Investment Board | 32,168 | $2.78M | 0.01% | +25,408+375.9% | Added |
| State Board of Administration of Florida Retirement System | 41,199 | $2.98M | 0.01% | +21,908+113.6% | Added |
| UBS Asset Management Americas Inc | 35,717 | $3.09M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 36,118 | $3.12M | 0.01% | +2,571+7.7% | Added |
| Thrivent Financial for Lutherans | 36,185 | $3.13M | 0.01% | −983−2.6% | Reduced |
| Texas Permanent School Fund | 36,505 | $3.15M | 0.02% | +472+1.3% | Added |
| Barclays PLC | 36,536 | $3.16M | 0.00% | −27,640−43.1% | Reduced |
| Benjamin Edwards Inc | 36,669 | $3.17M | 0.63% | +15,892+76.5% | Added |
| Citigroup Inc | 36,846 | $3.18M | 0.00% | −9,231−20.0% | Reduced |
| California State Teachers Retirement System | 37,915 | $3.28M | 0.00% | −2,325−5.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 39,347 | $3.40M | 0.10% | +1,936+5.2% | Added |
| Wells Fargo & Company | 42,062 | $3.63M | 0.00% | +2,384+6.0% | Added |
| Tudor Investment Corp Et Al | 42,511 | $3.67M | 0.04% | +42,511 | New |
| FMR LLC | 42,806 | $3.70M | 0.00% | +36,188+546.8% | Added |
| Aptus Capital Advisors, LLC | 44,908 | $3.88M | 0.08% | +4,736+11.8% | Added |
| Prudential Financial Inc | 46,748 | $4.04M | 0.01% | −1,132−2.4% | Reduced |
| Alliancebernstein L.P. | 47,808 | $4.13M | 0.00% | −4,368−8.4% | Reduced |
| First Manhattan Co | 48,393 | $4.18M | 0.01% | −4,850−9.1% | Reduced |
| New York State Common Retirement Fund | 48,546 | $4.19M | 0.01% | +113+0.2% | Added |
| LPL Financial LLC | 48,996 | $4.23M | 0.00% | −2,564−5.0% | Reduced |
| HRT Financial LP | 49,490 | $4.28M | 0.03% | +33,263+205.0% | Added |
| Goldman Sachs Group Inc | 50,821 | $4.39M | 0.00% | −39,269−43.6% | Reduced |
| ExodusPoint Capital Management, LP | 50,816 | $4.39M | 0.05% | +24,612+93.9% | Added |
| UBS Group AG | 60,149 | $5.20M | 0.00% | −3,761−5.9% | Reduced |
| Jane Street Group, LLC | 64,615 | $5.58M | 0.01% | +13,014+25.2% | Added |
| Swiss National Bank | 74,000 | $6.39M | 0.00% | 00.0% | Unchanged |
| Weiss Asset Management LP | 74,036 | $6.40M | 0.30% | +74,036 | New |
| Whittier Trust Co | 74,299 | $6.42M | 0.09% | +2,870+4.0% | Added |
| Manufacturers Life Insurance Company, The | 75,234 | $6.50M | 0.01% | −3,493−4.4% | Reduced |
| Victory Capital Management Inc | 83,228 | $7.19M | 0.01% | −79,109−48.7% | Reduced |
| First Trust Advisors LP | 83,589 | $7.22M | 0.01% | −742,722−89.9% | Reduced |
| Public Sector Pension Investment Board | 85,495 | $7.39M | 0.05% | −1,060−1.2% | Reduced |
| LSV Asset Management | 89,000 | $7.69M | 0.02% | −94,816−51.6% | Reduced |
| ProShare Advisors LLC | 91,152 | $7.88M | 0.02% | −14,545−13.8% | Reduced |
| Royal Bank of Canada | 93,952 | $8.12M | 0.00% | −7,683−7.6% | Reduced |
| JPMorgan Chase & Co | 102,457 | $8.85M | 0.00% | +7,551+8.0% | Added |
| Rhumbline Advisers | 110,283 | $9.53M | 0.01% | −3,956−3.5% | Reduced |
| Phocas Financial Corp. | 110,594 | $9.55M | 1.39% | −2,898−2.6% | Reduced |
| Legal & General Group Plc | 116,881 | $10.1M | 0.00% | +1,345+1.2% | Added |
| Bank of America Corp | 136,765 | $11.8M | 0.00% | −24,170−15.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 136,780 | $11.8M | 0.04% | −6,080−4.3% | Reduced |
| Federated Hermes, Inc. | 138,077 | $11.9M | 0.03% | −5,154−3.6% | Reduced |
| Ameriprise Financial Inc | 151,829 | $13.2M | 0.00% | −5,557−3.5% | Reduced |
| Millennium Management LLC | 205,593 | $17.8M | 0.02% | +149,599+267.2% | Added |
| Invesco Ltd. | 211,404 | $18.3M | 0.00% | +11,428+5.7% | Added |
| Citadel Advisors LLC | 216,947 | $18.7M | 0.02% | +102,088+88.9% | Added |
| Nuveen Asset Management, LLC | 231,536 | $20.0M | 0.01% | −163,105−41.3% | Reduced |
| Principal Financial Group Inc | 235,102 | $20.3M | 0.01% | +4,358+1.9% | Added |
| Gamco Investors, Inc. Et Al | 274,342 | $23.7M | 0.24% | −6,050−2.2% | Reduced |
| Bank of New York Mellon Corp | 430,143 | $37.2M | 0.01% | −18,748−4.2% | Reduced |
| Charles Schwab Investment Management Inc | 485,698 | $42.0M | 0.01% | −12,991−2.6% | Reduced |
| Morgan Stanley | 493,743 | $42.7M | 0.00% | +24,732+5.3% | Added |
| Gabelli Funds LLC | 532,200 | $46.0M | 0.34% | −31,700−5.6% | Reduced |
| Northern Trust Corp | 582,157 | $50.3M | 0.01% | −49,062−7.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 717,858 | $62.0M | 0.27% | +2,278+0.3% | Added |
| Geode Capital Management, LLC | 966,288 | $83.5M | 0.01% | +50,503+5.5% | Added |