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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,031,567 | $89.1M | 0.02% | +4,982+0.5% | Added |
| State Street Corp | 1,578,863 | $136.4M | 0.01% | +37,711+2.4% | Added |
| Vanguard Group Inc | 5,238,510 | $452.6M | 0.01% | +197,617+3.9% | Added |
| BlackRock Inc. | 6,516,750 | $563.0M | 0.01% | −58,043−0.9% | Reduced |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −58,600−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −28,055−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −27,628−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −21,218−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −13,765−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −9,312−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −7,124−100.0% | Sold out |
| Iowa State Bank | 0 | $0 | 0.00% | −6,796−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −6,766−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −6,681−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −5,362−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −5,195−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −4,779−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −4,054−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,682−100.0% | Sold out |
| Trilogy Capital Inc. | 0 | $0 | 0.00% | −3,033−100.0% | Sold out |
| Davis R M Inc | 0 | $0 | 0.00% | −2,778−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| Carlson Capital Management | 0 | $0 | 0.00% | −2,475−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −2,430−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −2,357−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −1,643−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −339−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Focus Financial Network Inc | – | – | – | – | Not filed |
| Putnam Investments LLC | – | – | – | – | Not filed |