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 |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $88 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1 | $88 | 0.00% | +1 | New |
| Huntington National Bank | 4 | $350 | 0.00% | +4 | New |
| Larson Financial Group LLC | 6 | $526 | 0.00% | +6 | New |
| Horizon Investments, LLC | 7 | $613 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $614 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7 | $678 | 0.00% | +7 | New |
| Parkside Financial Bank & Trust | 8 | $702 | 0.00% | −64−88.9% | Reduced |
| SJS Investment Consulting Inc. | 9 | $789 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11 | $969 | 0.00% | +11 | New |
| Archer Investment Corp | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 14 | $1.23K | 0.00% | −45−76.3% | Reduced |
| RFP Financial Group LLC | 15 | $1.31K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $1.66K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 18 | $1.69K | 0.00% | +18 | New |
| Rothschild Investment LLC | 20 | $1.75K | 0.00% | +15+300.0% | Added |
| Versant Capital Management, Inc | 24 | $2.10K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $2.28K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $2.45K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 33 | $2.89K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34 | $2.98K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 40 | $3.50K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 40 | $3.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $3.59K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 45 | $3.94K | 0.00% | +27+150.0% | Added |
| Global Wealth Strategies & Associates | 55 | $4.82K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 95 | $8.32K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 100 | $8.76K | 0.01% | +100 | New |
| BOK Financial Private Wealth, Inc. | 106 | $9.30K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 110 | $9.63K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 114 | $9.99K | 0.00% | +114 | New |
| Farther Finance Advisors, LLC | 133 | $11.5K | 0.00% | +51+62.2% | Added |
| Hexagon Capital Partners LLC | 132 | $11.6K | 0.00% | +42+46.7% | Added |
| Salomon & Ludwin, LLC | 133 | $11.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 156 | $13.7K | 0.00% | +89+132.8% | Added |
| Plante Moran Financial Advisors, LLC | 160 | $14.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $17.5K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $17.5K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 215 | $18.9K | 0.00% | +175+437.5% | Added |
| Opal Wealth Advisors, LLC | 216 | $18.9K | 0.01% | +216 | New |
| Smartleaf Asset Management LLC | 219 | $19.2K | 0.00% | +219 | New |
| Nomura Asset Management Co Ltd | 220 | $19.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 235 | $21.8K | 0.00% | +107+83.6% | Added |
| TD Private Client Wealth LLC | 261 | $22.9K | 0.00% | −639−71.0% | Reduced |
| Contravisory Investment Management, Inc. | 284 | $24.9K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 300 | $26.3K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 314 | $27.5K | 0.01% | +290+1,208.3% | Added |
| HighMark Wealth Management LLC | 323 | $28.3K | 0.02% | +2+0.6% | Added |
| West Financial Advisors, LLC | 334 | $29.3K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 372 | $32.6K | 0.01% | +372 | New |
| Johnson Financial Group, Inc. | 401 | $35.1K | 0.00% | +401 | New |
| Hanson & Doremus Investment Management | 425 | $37.0K | 0.01% | +425 | New |
| Chilton Capital Management LLC | 426 | $37.3K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 454 | $39.8K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 479 | $42.0K | 0.00% | +15+3.2% | Added |
| Kepos Capital LP | 584 | $51.0K | 0.02% | +13+2.3% | Added |
| Optimum Investment Advisors | 600 | $52.6K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 615 | $53.9K | 0.00% | +245+66.2% | Added |
| Jones Financial Companies LLLP | 647 | $56.7K | 0.00% | +647 | New |
| GAMMA Investing LLC | 657 | $57.5K | 0.01% | +208+46.3% | Added |
| Goodman Advisory Group, LLC | 667 | $58.4K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 669 | $58.6K | 0.02% | +634+1,811.4% | Added |
| Geneos Wealth Management Inc. | 742 | $65.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 800 | $70.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 814 | $71.3K | 0.00% | +19+2.4% | Added |
| Quadrant Capital Group LLC | 848 | $74.3K | 0.01% | +250+41.8% | Added |
| Mather Group, LLC. | 896 | $77.4K | 0.00% | +896 | New |
| State of Wyoming | 946 | $82.9K | 0.01% | +946 | New |
| USA Financial Portformulas Corp | 967 | $84.7K | 0.01% | +967 | New |
| KBC Group NV | 976 | $85.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 990 | $86.7K | 0.06% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $87.6K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,036 | $90.7K | 0.03% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,075 | $94.1K | 0.06% | −4,273−79.9% | Reduced |
| Covestor Ltd | 1,124 | $99.0K | 0.06% | −1−0.1% | Reduced |
| Abound Wealth Management | 1,153 | $101.0K | 0.04% | +1,149+28,725.0% | Added |
| Global Retirement Partners, LLC | 1,457 | $127.6K | 0.00% | +13+0.9% | Added |
| DekaBank Deutsche Girozentrale | 1,526 | $132.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,536 | $134.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,580 | $136.5K | 0.00% | +501+46.4% | Added |
| ORG Partners LLC | 1,643 | $141.8K | 0.02% | +1,643 | New |
| Armstrong Advisory Group, Inc | 1,680 | $147.2K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,715 | $150.2K | 0.02% | +311+22.2% | Added |
| SG Americas Securities, LLC | 1,781 | $156.0K | 0.00% | −2,718−60.4% | Reduced |
| NBC Securities, Inc. | 2,205 | $193.0K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,222 | $194.6K | 0.02% | +2,222 | New |
| Institutional & Family Asset Management, LLC | 2,328 | $203.9K | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,391 | $209.5K | 0.00% | +2,391 | New |
| Daymark Wealth Partners, LLC | 2,400 | $210.2K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,452 | $214.8K | 0.00% | +2,452 | New |
| STRS Ohio | 2,500 | $219.0K | 0.00% | +800+47.1% | Added |
| True Vision MN LLC | 2,569 | $225.0K | 0.15% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,601 | $227.8K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 2,613 | $228.9K | 0.00% | +105+4.2% | Added |
| Priebe Wealth Holdings LLC | 2,624 | $229.8K | 0.18% | 00.0% | Unchanged |
| Compass Financial Group, INC | 2,691 | $235.7K | 0.05% | +13+0.5% | Added |
| Evergreen Capital Management LLC | 2,716 | $237.9K | 0.01% | +2,716 | New |
| Great Waters Wealth Management | 2,732 | $239.3K | 0.04% | +3+0.1% | Added |
| Wealth Alliance Advisory Group, LLC | 2,779 | $243.4K | 0.05% | 00.0% | Unchanged |