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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 2,879 | $247.3K | 0.00% | −1,100−27.6% | Reduced |
| Crossmark Global Holdings, Inc. | 2,861 | $251.0K | 0.00% | −113−3.8% | Reduced |
| Buckingham Strategic Partners | 2,884 | $252.6K | 0.01% | −753−20.7% | Reduced |
| Flagship Harbor Advisors, LLC | 3,024 | $264.9K | 0.02% | −56−1.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,199 | $280.2K | 0.01% | +3,199 | New |
| Inspire Advisors, LLC | 3,305 | $289.5K | 0.04% | +3,305 | New |
| Great Valley Advisor Group, Inc. | 3,349 | $293.3K | 0.01% | +3,349 | New |
| AdvisorNet Financial, Inc | 3,488 | $305.5K | 0.03% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 3,491 | $305.8K | 0.11% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,576 | $313.2K | 0.00% | +457+14.7% | Added |
| Dynamic Technology Lab Private Ltd | 3,587 | $315.0K | 0.04% | −2,026−36.1% | Reduced |
| Bokf, NA | 3,641 | $318.9K | 0.01% | +56+1.6% | Added |
| Chesley Taft & Associates LLC | 3,680 | $322.3K | 0.02% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 3,750 | $328.5K | 0.09% | −28−0.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,757 | $329.1K | 0.12% | +639+20.5% | Added |
| Algert Global LLC | 3,785 | $331.5K | 0.01% | +3,785 | New |
| Winton Group Ltd | 3,923 | $343.6K | 0.02% | +747+23.5% | Added |
| Steward Partners Investment Advisory, LLC | 3,991 | $349.6K | 0.00% | −135−3.3% | Reduced |
| Man Group plc | 3,997 | $350.1K | 0.00% | +766+23.7% | Added |
| Harbour Investments, Inc. | 4,088 | $358.1K | 0.01% | +2,009+96.6% | Added |
| Ameritas Investment Partners, Inc. | 4,121 | $361.0K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,280 | $365.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,178 | $366.0K | 0.00% | +76+1.9% | Added |
| Virtus Investment Advisers, Inc. | 4,184 | $366.5K | 0.31% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 4,198 | $367.7K | 0.00% | −4,566−52.1% | Reduced |
| Accredited Investors Inc. | 4,217 | $369.4K | 0.02% | +22+0.5% | Added |
| Wealth Forward, LLC | 4,238 | $371.2K | 0.29% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 4,246 | $371.9K | 0.07% | 00.0% | Unchanged |
| Inceptionr LLC | 4,272 | $374.2K | 0.11% | +4,272 | New |
| Lazard Asset Management LLC | 4,324 | $377.0K | 0.00% | +2,269+110.4% | Added |
| Bridgewater Associates, LP | 4,310 | $377.5K | 0.00% | +4,310 | New |
| Cynosure Management, LLC | 4,322 | $378.6K | 0.06% | +418+10.7% | Added |
| Verition Fund Management LLC | 4,363 | $382.2K | 0.00% | +4,363 | New |
| CI Private Wealth, LLC | 4,525 | $396.3K | 0.00% | −68−1.5% | Reduced |
| Alternative Investment Advisors, LLC. | 4,568 | $400.2K | 0.23% | +22+0.5% | Added |
| Public Employees Retirement Association of Colorado | 4,608 | $404.0K | 0.00% | −639−12.2% | Reduced |
| Hancock Whitney Corp | 4,807 | $421.0K | 0.01% | +709+17.3% | Added |
| Modern Wealth Management, LLC | 4,841 | $424.0K | 0.03% | +8+0.2% | Added |
| MML Investors Services, LLC | 4,865 | $426.0K | 0.00% | +132+2.8% | Added |
| Proequities, Inc. | 4,873 | $426.9K | 0.03% | +21+0.4% | Added |
| Private Advisor Group, LLC | 4,898 | $429.0K | 0.00% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 4,937 | $432.4K | 0.17% | −1,434−22.5% | Reduced |
| Gsa Capital Partners LLP | 4,941 | $433.0K | 0.03% | +4,941 | New |
| Hendershot Investments Inc. | 5,000 | $437.9K | 0.06% | 00.0% | Unchanged |
| Bell Bank | 5,086 | $445.5K | 0.04% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 5,096 | $446.3K | 0.01% | +37+0.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 5,183 | $454.0K | 0.00% | +5,183 | New |
| Linden Thomas Advisory Services, LLC | 5,241 | $459.1K | 0.07% | +472+9.9% | Added |
| Opus Capital Group, LLC | 5,266 | $461.0K | 0.07% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 5,481 | $480.0K | 0.00% | −235−4.1% | Reduced |
| Nisa Investment Advisors, LLC | 5,572 | $488.1K | 0.00% | −22−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 5,775 | $505.8K | 0.01% | +4,206+268.1% | Added |
| Cetera Investment Advisers | 5,791 | $507.2K | 0.00% | −1,517−20.8% | Reduced |
| Avantax Advisory Services, Inc. | 5,823 | $510.1K | 0.00% | +187+3.3% | Added |
| Quantbot Technologies LP | 5,905 | $517.2K | 0.03% | −929−13.6% | Reduced |
| Susquehanna International Group, LLP | 6,085 | $533.0K | 0.00% | +3,567+141.7% | Added |
| Schonfeld Strategic Advisors LLC | 6,120 | $536.0K | 0.00% | −8,102−57.0% | Reduced |
| Pictet Asset Management Holding SA | 6,255 | $547.9K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 6,281 | $550.1K | 0.00% | +137+2.2% | Added |
| Mariner, LLC | 6,381 | $558.9K | 0.00% | +423+7.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,513 | $570.0K | 0.00% | −166−2.5% | Reduced |
| Coldstream Capital Management Inc | 6,617 | $579.6K | 0.01% | +214+3.3% | Added |
| D.A. Davidson & Co. | 6,702 | $587.1K | 0.01% | +20.0% | Added |
| Assenagon Asset Management S.A. | 6,800 | $595.6K | 0.00% | +6,800 | New |
| Mutual of America Capital Management LLC | 6,873 | $602.0K | 0.01% | −313−4.4% | Reduced |
| Mercer Global Advisors Inc | 6,910 | $605.2K | 0.00% | −828−10.7% | Reduced |
| Balyasny Asset Management LLC | 6,989 | $612.2K | 0.00% | +6,989 | New |
| SEI Investments Co | 7,109 | $622.7K | 0.00% | +701+10.9% | Added |
| Savant Capital, LLC | 7,161 | $627.2K | 0.01% | +7,161 | New |
| HighTower Advisors, LLC | 7,185 | $630.0K | 0.00% | +3,367+88.2% | Added |
| Versor Investments LP | 7,200 | $630.6K | 0.12% | +7,200 | New |
| SNS Financial Group, LLC | 7,459 | $653.3K | 0.07% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 7,702 | $674.6K | 0.00% | +1,185+18.2% | Added |
| Gotham Asset Management, LLC | 7,709 | $675.2K | 0.01% | +208+2.8% | Added |
| HSBC Holdings PLC | 7,756 | $678.4K | 0.00% | +766+11.0% | Added |
| Sanctuary Advisors, LLC | 8,053 | $681.1K | 0.00% | +8,053 | New |
| James Investment Research Inc | 7,827 | $685.6K | 0.08% | +1,851+31.0% | Added |
| Allspring Global Investments Holdings, LLC | 7,980 | $699.0K | 0.00% | +373+4.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,006 | $701.2K | 0.00% | −18−0.2% | Reduced |
| NorthRock Partners, LLC | 8,161 | $714.8K | 0.03% | +58+0.7% | Added |
| Bremer Bank National Association | 8,384 | $734.4K | 0.14% | −1,000−10.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,409 | $736.5K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 8,500 | $744.5K | 0.00% | +2,700+46.6% | Added |
| TD Asset Management Inc | 8,700 | $762.0K | 0.00% | +2,500+40.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,010 | $789.2K | 0.01% | +20.0% | Added |
| Aquatic Capital Management LLC | 9,200 | $805.8K | 0.03% | +5,800+170.6% | Added |
| Wesbanco Bank Inc | 9,273 | $812.2K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 9,289 | $813.6K | 0.02% | +1,170+14.4% | Added |
| Catalyst Funds Management Pty Ltd | 9,300 | $814.6K | 0.22% | −4,500−32.6% | Reduced |
| Foster & Motley Inc | 9,855 | $863.0K | 0.06% | +149+1.5% | Added |
| RBA Wealth Management, LLC | 9,881 | $865.5K | 0.35% | −2,171−18.0% | Reduced |
| Zimmer Partners, LP | 10,000 | $875.9K | 0.02% | +10,000 | New |
| Qube Research & Technologies Ltd | 10,029 | $878.4K | 0.00% | +10,029 | New |
| UniSuper Management Pty Ltd | 10,057 | $880.9K | 0.01% | +2,000+24.8% | Added |
| Kestra Advisory Services, LLC | 10,113 | $885.8K | 0.00% | +109+1.1% | Added |
| Oregon Public Employees Retirement Fund | 10,123 | $886.7K | 0.02% | −1,000−9.0% | Reduced |
| Arizona State Retirement System | 10,525 | $921.9K | 0.01% | +208+2.0% | Added |
| Heartland Advisors Inc | 10,679 | $935.4K | 0.05% | +10,679 | New |
| Quest Partners LLC | 10,735 | $940.3K | 0.13% | +10,729+178,816.7% | Added |
| GWM Advisors LLC | 10,737 | $940.4K | 0.01% | −937−8.0% | Reduced |