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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 3,488 | $301.4K | 0.03% | −230−6.2% | Reduced |
| Guggenheim Capital LLC | 3,456 | $298.6K | 0.00% | −4−0.1% | Reduced |
| Aquatic Capital Management LLC | 3,400 | $293.8K | 0.01% | +3,400 | New |
| Prelude Capital Management, LLC | 3,369 | $291.1K | 0.02% | +3,369 | New |
| Man Group plc | 3,231 | $279.2K | 0.00% | −12,420−79.4% | Reduced |
| Winton Group Ltd | 3,176 | $274.4K | 0.02% | −901−22.1% | Reduced |
| Edgestream Partners, L.P. | 3,141 | $271.4K | 0.01% | +3,141 | New |
| O'Shaughnessy Asset Management, LLC | 3,119 | $269.5K | 0.00% | +697+28.8% | Added |
| Measured Wealth Private Client Group, LLC | 3,118 | $269.4K | 0.09% | +107+3.6% | Added |
| Flagship Harbor Advisors, LLC | 3,080 | $266.1K | 0.02% | −122−3.8% | Reduced |
| Crossmark Global Holdings, Inc. | 2,974 | $257.0K | 0.00% | −19−0.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,779 | $240.1K | 0.06% | 00.0% | Unchanged |
| Great Waters Wealth Management | 2,729 | $235.8K | 0.04% | +3+0.1% | Added |
| Compass Financial Group, INC | 2,678 | $231.4K | 0.05% | +13+0.5% | Added |
| Priebe Wealth Holdings LLC | 2,624 | $226.7K | 0.18% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,601 | $224.7K | 0.01% | −20−0.8% | Reduced |
| Susquehanna International Group, LLP | 2,518 | $217.6K | 0.00% | −70,886−96.6% | Reduced |
| True Vision MN LLC | 2,569 | $217.3K | 0.15% | +2,569 | New |
| Xponance, Inc. | 2,508 | $216.7K | 0.00% | +17+0.7% | Added |
| Daymark Wealth Partners, LLC | 2,400 | $207.4K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,390 | $206.5K | 0.01% | −95−3.8% | Reduced |
| Wealth Group Ltd | 2,166 | $201.3K | 0.06% | −234−9.8% | Reduced |
| Institutional & Family Asset Management, LLC | 2,328 | $201.1K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,205 | $191.0K | 0.02% | −500−18.5% | Reduced |
| Metropolitan Life Insurance Co | 2,169 | $187.4K | 0.01% | −207−8.7% | Reduced |
| Harbour Investments, Inc. | 2,079 | $179.7K | 0.01% | −244−10.5% | Reduced |
| Lazard Asset Management LLC | 2,055 | $176.0K | 0.00% | −37−1.8% | Reduced |
| Ci Investments Inc. | 1,753 | $151.0K | 0.00% | −311−15.1% | Reduced |
| STRS Ohio | 1,700 | $146.0K | 0.00% | −500−22.7% | Reduced |
| Armstrong Advisory Group, Inc | 1,680 | $142.8K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,569 | $135.6K | 0.00% | −13,516−89.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,536 | $132.7K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,526 | $129.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,444 | $124.7K | 0.00% | +8+0.6% | Added |
| JNBA Financial Advisors | 1,404 | $121.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,125 | $97.0K | 0.06% | −106−8.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,079 | $93.2K | 0.00% | +45+4.4% | Added |
| Financial Perspectives, Inc | 1,036 | $89.5K | 0.03% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $86.4K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 990 | $85.5K | 0.06% | +420+73.7% | Added |
| Shell Asset Management Co | 972 | $85.0K | 0.00% | −112−10.3% | Reduced |
| KBC Group NV | 976 | $84.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 900 | $77.8K | 0.00% | +256+39.8% | Added |
| Trust Co of Vermont | 800 | $69.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 795 | $68.7K | 0.00% | +7+0.9% | Added |
| Geneos Wealth Management Inc. | 742 | $64.1K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 667 | $57.6K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 623 | $53.0K | 0.00% | +623 | New |
| Optimum Investment Advisors | 600 | $51.8K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 598 | $51.7K | 0.00% | +8+1.4% | Added |
| Kepos Capital LP | 571 | $49.0K | 0.01% | +571 | New |
| Public Employees Retirement System of Ohio | 464 | $40.1K | 0.00% | −9−1.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 454 | $39.2K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 449 | $38.8K | 0.01% | −241−34.9% | Reduced |
| Chilton Capital Management LLC | 426 | $36.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 370 | $32.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 334 | $28.9K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 321 | $27.8K | 0.02% | +1+0.3% | Added |
| Leonteq Securities AG | 300 | $25.9K | 0.00% | −100−25.0% | Reduced |
| Contravisory Investment Management, Inc. | 284 | $24.5K | 0.01% | +109+62.3% | Added |
| Nomura Asset Management Co Ltd | 220 | $19.0K | 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 |
| Plante Moran Financial Advisors, LLC | 160 | $13.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 133 | $11.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 128 | $11.1K | 0.00% | +1+0.8% | Added |
| Signaturefd, LLC | 110 | $9.50K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 106 | $9.18K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 95 | $8.21K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 90 | $7.78K | 0.00% | +76+542.9% | Added |
| Farther Finance Advisors, LLC | 82 | $7.04K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 72 | $6.22K | 0.00% | +1+1.4% | Added |
| Principal Securities, Inc. | 67 | $5.77K | 0.00% | +1+1.5% | Added |
| Eagle Bay Advisors LLC | 59 | $5.10K | 0.00% | +59 | New |
| Global Wealth Strategies & Associates | 55 | $4.75K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 50 | $4.32K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $3.54K | 0.00% | +6+17.1% | Added |
| 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 |
| Quarry LP | 35 | $3.02K | 0.00% | +35 | New |
| Bessemer Group Inc | 33 | $3.00K | 0.00% | −46−58.2% | Reduced |
| Massmutual Trust Co FSB | 34 | $2.94K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 33 | $2.85K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $2.42K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $2.25K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 24 | $2.10K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $2.07K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $1.64K | 0.00% | −31−62.0% | Reduced |
| Umb Bank N A | 18 | $1.55K | 0.00% | +18 | New |
| RFP Financial Group LLC | 15 | $1.30K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.21K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $778 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $605 | 0.00% | +1+16.7% | Added |
| Denali Advisors LLC | 6 | $518 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 6 | $518 | 0.00% | +6 | New |
| Rothschild Investment LLC | 5 | $432 | 0.00% | +5 | New |
| Abound Wealth Management | 4 | $346 | 0.00% | 00.0% | Unchanged |