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, Q2 2024
Institutional positions in Otter Tail Corp as of Jun 30, 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
- 315
- +14 vs. Q1 2024
- Shares held
- 24.7M
- +115.7K (+0.5%) vs. Q1 2024
- Total value
- $2.16B
- +$40.5M (+1.9%) vs. Q1 2024
- New holders
- 48
- 118 more added
- Sold out
- 34
- 80 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 6,495,576 | $568.9M | 0.01% | −21,174−0.3% | Reduced |
| Vanguard Group Inc | 5,201,519 | $455.6M | 0.01% | −36,991−0.7% | Reduced |
| State Street Corp | 1,580,422 | $138.4M | 0.01% | +1,559+0.1% | Added |
| Dimensional Fund Advisors LP | 1,035,541 | $90.7M | 0.02% | +3,974+0.4% | Added |
| Geode Capital Management, LLC | 1,004,949 | $88.0M | 0.01% | +38,661+4.0% | Added |
| First Trust Advisors LP | 633,081 | $55.5M | 0.06% | +549,492+657.4% | Added |
| Northern Trust Corp | 568,051 | $49.8M | 0.01% | −14,106−2.4% | Reduced |
| Morgan Stanley | 507,268 | $44.4M | 0.00% | +13,525+2.7% | Added |
| Charles Schwab Investment Management Inc | 505,705 | $44.3M | 0.01% | +20,007+4.1% | Added |
| Gabelli Funds LLC | 499,200 | $43.7M | 0.33% | −33,000−6.2% | Reduced |
| Bank of New York Mellon Corp | 435,005 | $38.1M | 0.01% | +4,862+1.1% | Added |
| Nuveen Asset Management, LLC | 320,648 | $28.1M | 0.01% | +89,112+38.5% | Added |
| Gamco Investors, Inc. Et Al | 273,542 | $24.0M | 0.26% | −800−0.3% | Reduced |
| Principal Financial Group Inc | 227,683 | $19.9M | 0.01% | −7,419−3.2% | Reduced |
| Invesco Ltd. | 224,071 | $19.6M | 0.00% | +12,667+6.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 177,621 | $15.6M | 0.07% | −540,237−75.3% | Reduced |
| Royal Bank of Canada | 170,660 | $14.9M | 0.00% | +76,708+81.6% | Added |
| Ameriprise Financial Inc | 149,665 | $13.1M | 0.00% | −2,164−1.4% | Reduced |
| Federated Hermes, Inc. | 143,074 | $12.5M | 0.03% | +4,997+3.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 140,750 | $12.3M | 0.04% | +3,970+2.9% | Added |
| FMR LLC | 138,064 | $12.1M | 0.00% | +95,258+222.5% | Added |
| Bank & Trust Co | 127,058 | $11.1M | 9.44% | +127,058 | New |
| Legal & General Group Plc | 115,808 | $10.1M | 0.00% | −1,073−0.9% | Reduced |
| Rhumbline Advisers | 110,167 | $9.65M | 0.01% | −116−0.1% | Reduced |
| Goldman Sachs Group Inc | 108,550 | $9.51M | 0.00% | +57,729+113.6% | Added |
| Phocas Financial Corp. | 108,537 | $9.51M | 1.42% | −2,057−1.9% | Reduced |
| JPMorgan Chase & Co | 108,506 | $9.50M | 0.00% | +6,049+5.9% | Added |
| Public Sector Pension Investment Board | 91,996 | $8.06M | 0.05% | +6,501+7.6% | Added |
| Bank of America Corp | 89,930 | $7.88M | 0.00% | −46,835−34.2% | Reduced |
| Jane Street Group, LLC | 84,658 | $7.42M | 0.01% | +20,043+31.0% | Added |
| Tudor Investment Corp Et Al | 83,663 | $7.33M | 0.08% | +41,152+96.8% | Added |
| Millennium Management LLC | 81,558 | $7.14M | 0.01% | −124,035−60.3% | Reduced |
| Manufacturers Life Insurance Company, The | 78,827 | $6.90M | 0.01% | +3,593+4.8% | Added |
| Whittier Trust Co | 78,140 | $6.84M | 0.10% | +3,841+5.2% | Added |
| ProShare Advisors LLC | 76,547 | $6.70M | 0.02% | −14,605−16.0% | Reduced |
| Swiss National Bank | 74,000 | $6.48M | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 67,695 | $5.93M | 0.29% | +64,554+2,055.2% | Added |
| Aptus Capital Advisors, LLC | 56,011 | $4.91M | 0.09% | +11,103+24.7% | Added |
| LPL Financial LLC | 55,070 | $4.82M | 0.00% | +6,074+12.4% | Added |
| UBS Group AG | 53,081 | $4.65M | 0.00% | −7,068−11.8% | Reduced |
| UBS Asset Management Americas Inc | 51,726 | $4.53M | 0.00% | +16,009+44.8% | Added |
| New York State Common Retirement Fund | 49,756 | $4.36M | 0.01% | +1,210+2.5% | Added |
| LSV Asset Management | 48,000 | $4.20M | 0.01% | −41,000−46.1% | Reduced |
| Alliancebernstein L.P. | 46,693 | $4.09M | 0.00% | −1,115−2.3% | Reduced |
| Citadel Advisors LLC | 45,913 | $4.02M | 0.00% | −171,034−78.8% | Reduced |
| First Manhattan Co | 45,693 | $4.00M | 0.01% | −2,700−5.6% | Reduced |
| Wells Fargo & Company | 45,196 | $3.96M | 0.00% | +3,134+7.5% | Added |
| Prudential Financial Inc | 44,747 | $3.92M | 0.01% | −2,001−4.3% | Reduced |
| Squarepoint Ops LLC | 43,658 | $3.82M | 0.01% | +24,635+129.5% | Added |
| Great West Life Assurance Co | 42,940 | $3.76M | 0.01% | +6,822+18.9% | Added |
| Whittier Trust Co of Nevada Inc | 40,846 | $3.58M | 0.10% | +1,499+3.8% | Added |
| Marshall Wace, LLP | 39,610 | $3.47M | 0.00% | +11,814+42.5% | Added |
| Trexquant Investment LP | 38,766 | $3.40M | 0.05% | +38,766 | New |
| Palisades Investment Partners, LLC | 38,586 | $3.38M | 1.67% | +38,586 | New |
| California State Teachers Retirement System | 36,968 | $3.24M | 0.00% | −947−2.5% | Reduced |
| Victory Capital Management Inc | 35,735 | $3.13M | 0.00% | −47,493−57.1% | Reduced |
| Benjamin Edwards Inc | 35,623 | $3.12M | 0.60% | −1,046−2.9% | Reduced |
| Thrivent Financial for Lutherans | 34,712 | $3.04M | 0.01% | −1,473−4.1% | Reduced |
| Citigroup Inc | 34,165 | $2.99M | 0.00% | −2,681−7.3% | Reduced |
| D. E. Shaw & Co., Inc. | 33,557 | $2.94M | 0.00% | +21,933+188.7% | Added |
| Price T Rowe Associates Inc | 32,888 | $2.88M | 0.00% | +3,354+11.4% | Added |
| Franklin Resources Inc | 32,743 | $2.87M | 0.00% | +6,678+25.6% | Added |
| US Bancorp | 32,426 | $2.84M | 0.00% | +679+2.1% | Added |
| Bridgeway Capital Management, LLC | 31,000 | $2.72M | 0.06% | +31,000 | New |
| State of Wisconsin Investment Board | 30,898 | $2.71M | 0.01% | −1,270−3.9% | Reduced |
| Martingale Asset Management L P | 30,057 | $2.63M | 0.06% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 29,852 | $2.61M | 0.01% | +12,985+77.0% | Added |
| Baird Financial Group, Inc. | 27,848 | $2.44M | 0.01% | +19,884+249.7% | Added |
| Deutsche Bank AG | 25,242 | $2.21M | 0.00% | −2,577−9.3% | Reduced |
| Comerica Bank | 24,686 | $2.16M | 0.01% | −2,005−7.5% | Reduced |
| State of Alaska, Department of Revenue | 24,550 | $2.15M | 0.02% | −860−3.4% | Reduced |
| Corebridge Financial, Inc. | 24,014 | $2.10M | 0.01% | +24,014 | New |
| MetLife Investment Management | 23,870 | $2.09M | 0.01% | +2,837+13.5% | Added |
| Illinois Municipal Retirement Fund | 23,388 | $2.05M | 0.03% | −1,673−6.7% | Reduced |
| Royce & Associates LP | 23,106 | $2.02M | 0.02% | −149−0.6% | Reduced |
| Janus Henderson Group PLC | 22,512 | $1.97M | 0.00% | −7,253−24.4% | Reduced |
| Financial Engines Advisors L.L.C. | 22,280 | $1.95M | 0.00% | +22,280 | New |
| State of New Jersey Common Pension Fund D | 21,548 | $1.89M | 0.01% | −10,316−32.4% | Reduced |
| Advisor Group Holdings, Inc. | 21,209 | $1.86M | 0.00% | −2,464−10.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 21,151 | $1.85M | 0.00% | +21,151 | New |
| Los Angeles Capital Management LLC | 21,091 | $1.85M | 0.01% | +265+1.3% | Added |
| Weiss Asset Management LP | 21,066 | $1.85M | 0.09% | −52,970−71.5% | Reduced |
| Louisiana State Employees Retirement System | 21,000 | $1.84M | 0.04% | +300+1.4% | Added |
| American Century Companies Inc | 20,583 | $1.80M | 0.00% | +2,890+16.3% | Added |
| Vident Advisory, LLC | 19,768 | $1.73M | 0.05% | −280−1.4% | Reduced |
| State of Tennessee, Treasury Department | 19,697 | $1.73M | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 18,942 | $1.66M | 0.00% | −500−2.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 18,934 | $1.66M | 0.00% | −4,874−20.5% | Reduced |
| Focus Financial Network, Inc. | 17,560 | $1.65M | 0.07% | −450−2.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 17,327 | $1.52M | 0.00% | +267+1.6% | Added |
| Yousif Capital Management, LLC | 16,814 | $1.47M | 0.02% | −2,081−11.0% | Reduced |
| Commonwealth Equity Services, LLC | 16,784 | $1.47M | 0.00% | +72+0.4% | Added |
| Russell Investments Group, Ltd. | 16,405 | $1.44M | 0.00% | +1,299+8.6% | Added |
| BNP Paribas Arbitrage, SA | 15,713 | $1.38M | 0.00% | −14,962−48.8% | Reduced |
| Raymond James & Associates | 15,595 | $1.37M | 0.00% | −6,391−29.1% | Reduced |
| Barclays PLC | 15,343 | $1.34M | 0.00% | −21,193−58.0% | Reduced |
| Ensign Peak Advisors, Inc | 14,660 | $1.28M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 14,598 | $1.28M | 0.00% | +7,779+114.1% | Added |
| Maryland State Retirement & Pension System | 14,579 | $1.28M | 0.02% | −451−3.0% | Reduced |
| Alps Advisors Inc | 14,399 | $1.26M | 0.01% | +1,456+11.2% | Added |