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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 14,222 | $1.23M | 0.01% | +14,222 | New |
| Catalyst Funds Management Pty Ltd | 13,800 | $1.19M | 0.33% | +13,800 | New |
| Teachers Retirement System of the State of Kentucky | 13,618 | $1.18M | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 13,580 | $1.17M | 0.01% | −1,601−10.5% | Reduced |
| Voya Investment Management LLC | 13,473 | $1.16M | 0.00% | −3,070−18.6% | Reduced |
| Nebula Research & Development LLC | 13,175 | $1.14M | 0.25% | +13,175 | New |
| Amalgamated Bank | 13,112 | $1.13M | 0.01% | −3,751−22.2% | Reduced |
| Alps Advisors Inc | 12,943 | $1.12M | 0.01% | +1,273+10.9% | Added |
| Vista Investment Partners LLC | 12,600 | $1.09M | 0.37% | +1,993+18.8% | Added |
| Truist Financial Corp | 12,199 | $1.05M | 0.00% | +110+0.9% | Added |
| RBA Wealth Management, LLC | 12,052 | $1.04M | 0.42% | −11,952−49.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 12,000 | $1.04M | 0.13% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 11,773 | $1.02M | 0.36% | −22−0.2% | Reduced |
| GWM Advisors LLC | 11,674 | $1.01M | 0.01% | −2,983−20.4% | Reduced |
| D. E. Shaw & Co., Inc. | 11,624 | $1.00M | 0.00% | −8,073−41.0% | Reduced |
| Oregon Public Employees Retirement Fund | 11,123 | $961.0K | 0.02% | −1,077−8.8% | Reduced |
| Bank of Montreal | 10,853 | $938.7K | 0.00% | +1,127+11.6% | Added |
| Arizona State Retirement System | 10,317 | $891.4K | 0.01% | −177−1.7% | Reduced |
| Kestra Advisory Services, LLC | 10,004 | $864.4K | 0.01% | −516−4.9% | Reduced |
| Foster & Motley Inc | 9,706 | $839.0K | 0.06% | −142−1.4% | Reduced |
| Mackenzie Financial Corp | 9,441 | $815.7K | 0.00% | −21,860−69.8% | Reduced |
| Bremer Bank National Association | 9,384 | $810.8K | 0.15% | +5,949+173.2% | Added |
| Wesbanco Bank Inc | 9,273 | $801.2K | 0.03% | +9,273 | New |
| Alpine Global Management, LLC | 9,150 | $790.6K | 0.15% | +9,150 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,008 | $778.3K | 0.01% | +7+0.1% | Added |
| Envestnet Asset Management Inc | 8,764 | $757.2K | 0.00% | −1,361−13.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,409 | $726.5K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 8,119 | $701.5K | 0.01% | +3,210+65.4% | Added |
| NorthRock Partners, LLC | 8,103 | $700.1K | 0.03% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 8,057 | $696.1K | 0.01% | +8,057 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 8,024 | $693.3K | 0.00% | +1,779+28.5% | Added |
| Baird Financial Group, Inc. | 7,964 | $688.1K | 0.00% | −733−8.4% | Reduced |
| Mercer Global Advisors Inc | 7,738 | $669.0K | 0.00% | +1,162+17.7% | Added |
| Allspring Global Investments Holdings, LLC | 7,607 | $657.2K | 0.00% | −6,582−46.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,604 | $657.0K | 0.01% | +7,604 | New |
| Gotham Asset Management, LLC | 7,501 | $648.1K | 0.01% | −9,331−55.4% | Reduced |
| SNS Financial Group, LLC | 7,459 | $644.5K | 0.07% | 00.0% | Unchanged |
| Cetera Investment Advisers | 7,308 | $631.5K | 0.00% | +7,308 | New |
| Mutual of America Capital Management LLC | 7,186 | $620.9K | 0.01% | −115−1.6% | Reduced |
| HSBC Holdings PLC | 6,990 | $604.0K | 0.00% | +4,214+151.8% | Added |
| Quantbot Technologies LP | 6,834 | $590.5K | 0.03% | +6,834 | New |
| AQR Capital Management LLC | 6,819 | $589.2K | 0.00% | −1,575−18.8% | Reduced |
| D.A. Davidson & Co. | 6,700 | $578.9K | 0.01% | +500+8.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,679 | $577.0K | 0.00% | −855−11.3% | Reduced |
| Neuberger Berman Group LLC | 6,517 | $563.1K | 0.00% | +2,212+51.4% | Added |
| Paloma Partners Management Co | 6,471 | $559.1K | 0.08% | +6,471 | New |
| SEI Investments Co | 6,408 | $553.7K | 0.00% | −1,116−14.8% | Reduced |
| Coldstream Capital Management Inc | 6,403 | $553.2K | 0.01% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 6,371 | $550.4K | 0.23% | +8+0.1% | Added |
| Pictet Asset Management Holding SA | 6,255 | $540.4K | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 6,200 | $535.7K | 0.00% | +6,200 | New |
| Creative Planning | 6,144 | $530.8K | 0.00% | +1,942+46.2% | Added |
| XTX Topco Ltd | 5,985 | $517.1K | 0.07% | +2,692+81.7% | Added |
| James Investment Research Inc | 5,976 | $516.3K | 0.06% | −20.0% | Reduced |
| Mariner, LLC | 5,958 | $514.7K | 0.00% | −1,242−17.3% | Reduced |
| Two Sigma Advisers, LP | 5,800 | $501.1K | 0.00% | −12,200−67.8% | Reduced |
| Janney Montgomery Scott LLC | 5,716 | $494.0K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 5,636 | $487.0K | 0.00% | +549+10.8% | Added |
| Dynamic Technology Lab Private Ltd | 5,613 | $485.0K | 0.05% | +5,613 | New |
| Nisa Investment Advisors, LLC | 5,594 | $483.3K | 0.00% | +304+5.7% | Added |
| Laurion Capital Management LP | 5,367 | $463.7K | 0.01% | +5,367 | New |
| ICA Group Wealth Management, LLC | 5,348 | $462.1K | 0.09% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 5,266 | $455.0K | 0.07% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,247 | $453.0K | 0.00% | −226−4.1% | Reduced |
| Bell Bank | 5,086 | $439.4K | 0.04% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 5,059 | $437.1K | 0.01% | −818−13.9% | Reduced |
| Hendershot Investments Inc. | 5,000 | $432.0K | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 4,898 | $423.2K | 0.00% | −316−6.1% | Reduced |
| Cubist Systematic Strategies, LLC | 4,877 | $421.4K | 0.00% | +1,833+60.2% | Added |
| Proequities, Inc. | 4,852 | $419.2K | 0.03% | +22+0.5% | Added |
| Modern Wealth Management, LLC | 4,833 | $417.6K | 0.04% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 4,769 | $412.0K | 0.07% | +115+2.5% | Added |
| MML Investors Services, LLC | 4,733 | $409.0K | 0.00% | +202+4.5% | Added |
| CI Private Wealth, LLC | 4,593 | $396.8K | 0.00% | −248−5.1% | Reduced |
| Alternative Investment Advisors, LLC. | 4,546 | $390.1K | 0.23% | +23+0.5% | Added |
| SG Americas Securities, LLC | 4,499 | $389.0K | 0.00% | +2,339+108.3% | Added |
| Corton Capital Inc. | 4,403 | $380.4K | 0.14% | +330+8.1% | Added |
| Teacher Retirement System of Texas | 4,402 | $380.0K | 0.00% | −8,664−66.3% | Reduced |
| Everence Capital Management Inc | 4,280 | $370.0K | 0.02% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 4,246 | $366.9K | 0.09% | +4,246 | New |
| Wealth Forward, LLC | 4,238 | $366.2K | 0.29% | 00.0% | Unchanged |
| Accredited Investors Inc. | 4,195 | $362.4K | 0.02% | +23+0.6% | Added |
| Virtus Investment Advisers, Inc. | 4,184 | $361.5K | 0.26% | −1,300−23.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,126 | $356.5K | 0.00% | +560+15.7% | Added |
| Ameritas Investment Partners, Inc. | 4,121 | $356.1K | 0.01% | −156−3.6% | Reduced |
| The PNC Financial Services Group, Inc. | 4,102 | $354.4K | 0.00% | −12,969−76.0% | Reduced |
| Hancock Whitney Corp | 4,098 | $354.1K | 0.01% | −200−4.7% | Reduced |
| CIBC Private Wealth Group, LLC | 3,979 | $341.4K | 0.00% | +1,579+65.8% | Added |
| Cynosure Management, LLC | 3,904 | $337.3K | 0.06% | +3,904 | New |
| Scientech Research LLC | 3,831 | $331.0K | 0.18% | +1,212+46.3% | Added |
| CTC Alternative Strategies, Ltd. | 3,813 | $329.4K | 0.21% | +3,813 | New |
| HighTower Advisors, LLC | 3,818 | $328.0K | 0.00% | −2,379−38.4% | Reduced |
| Ifrah Financial Services, Inc. | 3,778 | $326.4K | 0.09% | +68+1.8% | Added |
| Chesley Taft & Associates LLC | 3,680 | $318.0K | 0.02% | 00.0% | Unchanged |
| Alerus Financial NA | 3,643 | $314.8K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,637 | $314.2K | 0.01% | +3,637 | New |
| AlphaMark Advisors, LLC | 3,583 | $310.0K | 0.11% | +3,583 | New |
| Bokf, NA | 3,585 | $307.6K | 0.01% | +3,585 | New |
| Keebeck Alpha, LP | 3,510 | $303.3K | 0.20% | +3,510 | New |
| Atlas Brown,Inc. | 3,491 | $301.6K | 0.11% | 00.0% | Unchanged |