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 |
|---|---|---|---|---|---|
| Bank of Montreal | 10,942 | $964.6K | 0.00% | +89+0.8% | Added |
| Jackson Creek Investment Advisors LLC | 11,754 | $1.03M | 0.38% | −19−0.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 12,000 | $1.05M | 0.13% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 12,122 | $1.06M | 0.00% | −29,077−70.6% | Reduced |
| Truist Financial Corp | 12,210 | $1.07M | 0.00% | +11+0.1% | Added |
| CWM, LLC | 12,244 | $1.07M | 0.01% | −1,336−9.8% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 12,607 | $1.10M | 0.02% | +12,607 | New |
| Vista Investment Partners LLC | 12,616 | $1.11M | 0.37% | +16+0.1% | Added |
| Amalgamated Bank | 12,757 | $1.12M | 0.01% | −355−2.7% | Reduced |
| Mackenzie Financial Corp | 13,313 | $1.17M | 0.00% | +3,872+41.0% | Added |
| Guggenheim Capital LLC | 13,471 | $1.18M | 0.01% | +10,015+289.8% | Added |
| Teachers Retirement System of the State of Kentucky | 13,618 | $1.19M | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,767 | $1.21M | 0.00% | +294+2.2% | Added |
| North Star Investment Management Corp. | 13,873 | $1.22M | 0.09% | −691−4.7% | Reduced |
| Teacher Retirement System of Texas | 14,223 | $1.25M | 0.01% | +9,821+223.1% | Added |
| Alps Advisors Inc | 14,399 | $1.26M | 0.01% | +1,456+11.2% | Added |
| Maryland State Retirement & Pension System | 14,579 | $1.28M | 0.02% | −451−3.0% | Reduced |
| AQR Capital Management LLC | 14,598 | $1.28M | 0.00% | +7,779+114.1% | Added |
| Ensign Peak Advisors, Inc | 14,660 | $1.28M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 15,343 | $1.34M | 0.00% | −21,193−58.0% | Reduced |
| Raymond James & Associates | 15,595 | $1.37M | 0.00% | −6,391−29.1% | Reduced |
| BNP Paribas Arbitrage, SA | 15,713 | $1.38M | 0.00% | −14,962−48.8% | Reduced |
| Russell Investments Group, Ltd. | 16,405 | $1.44M | 0.00% | +1,299+8.6% | Added |
| Commonwealth Equity Services, LLC | 16,784 | $1.47M | 0.00% | +72+0.4% | Added |
| Yousif Capital Management, LLC | 16,814 | $1.47M | 0.02% | −2,081−11.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 17,327 | $1.52M | 0.00% | +267+1.6% | Added |
| Focus Financial Network, Inc. | 17,560 | $1.65M | 0.07% | −450−2.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 18,934 | $1.66M | 0.00% | −4,874−20.5% | Reduced |
| New York State Teachers Retirement System | 18,942 | $1.66M | 0.00% | −500−2.6% | Reduced |
| State of Tennessee, Treasury Department | 19,697 | $1.73M | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 19,768 | $1.73M | 0.05% | −280−1.4% | Reduced |
| American Century Companies Inc | 20,583 | $1.80M | 0.00% | +2,890+16.3% | Added |
| Louisiana State Employees Retirement System | 21,000 | $1.84M | 0.04% | +300+1.4% | Added |
| Weiss Asset Management LP | 21,066 | $1.85M | 0.09% | −52,970−71.5% | Reduced |
| Los Angeles Capital Management LLC | 21,091 | $1.85M | 0.01% | +265+1.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 21,151 | $1.85M | 0.00% | +21,151 | New |
| Advisor Group Holdings, Inc. | 21,209 | $1.86M | 0.00% | −2,464−10.4% | Reduced |
| State of New Jersey Common Pension Fund D | 21,548 | $1.89M | 0.01% | −10,316−32.4% | Reduced |
| Financial Engines Advisors L.L.C. | 22,280 | $1.95M | 0.00% | +22,280 | New |
| Janus Henderson Group PLC | 22,512 | $1.97M | 0.00% | −7,253−24.4% | Reduced |
| Royce & Associates LP | 23,106 | $2.02M | 0.02% | −149−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 23,388 | $2.05M | 0.03% | −1,673−6.7% | Reduced |
| MetLife Investment Management | 23,870 | $2.09M | 0.01% | +2,837+13.5% | Added |
| Corebridge Financial, Inc. | 24,014 | $2.10M | 0.01% | +24,014 | New |
| State of Alaska, Department of Revenue | 24,550 | $2.15M | 0.02% | −860−3.4% | Reduced |
| Comerica Bank | 24,686 | $2.16M | 0.01% | −2,005−7.5% | Reduced |
| Deutsche Bank AG | 25,242 | $2.21M | 0.00% | −2,577−9.3% | Reduced |
| Baird Financial Group, Inc. | 27,848 | $2.44M | 0.01% | +19,884+249.7% | Added |
| Two Sigma Investments, LP | 29,852 | $2.61M | 0.01% | +12,985+77.0% | Added |
| Martingale Asset Management L P | 30,057 | $2.63M | 0.06% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 30,898 | $2.71M | 0.01% | −1,270−3.9% | Reduced |
| Bridgeway Capital Management, LLC | 31,000 | $2.72M | 0.06% | +31,000 | New |
| US Bancorp | 32,426 | $2.84M | 0.00% | +679+2.1% | Added |
| Franklin Resources Inc | 32,743 | $2.87M | 0.00% | +6,678+25.6% | Added |
| Price T Rowe Associates Inc | 32,888 | $2.88M | 0.00% | +3,354+11.4% | Added |
| D. E. Shaw & Co., Inc. | 33,557 | $2.94M | 0.00% | +21,933+188.7% | Added |
| Citigroup Inc | 34,165 | $2.99M | 0.00% | −2,681−7.3% | Reduced |
| Thrivent Financial for Lutherans | 34,712 | $3.04M | 0.01% | −1,473−4.1% | Reduced |
| Benjamin Edwards Inc | 35,623 | $3.12M | 0.60% | −1,046−2.9% | Reduced |
| Victory Capital Management Inc | 35,735 | $3.13M | 0.00% | −47,493−57.1% | Reduced |
| California State Teachers Retirement System | 36,968 | $3.24M | 0.00% | −947−2.5% | Reduced |
| Palisades Investment Partners, LLC | 38,586 | $3.38M | 1.67% | +38,586 | New |
| Trexquant Investment LP | 38,766 | $3.40M | 0.05% | +38,766 | New |
| Marshall Wace, LLP | 39,610 | $3.47M | 0.00% | +11,814+42.5% | Added |
| Whittier Trust Co of Nevada Inc | 40,846 | $3.58M | 0.10% | +1,499+3.8% | Added |
| Great West Life Assurance Co | 42,940 | $3.76M | 0.01% | +6,822+18.9% | Added |
| Squarepoint Ops LLC | 43,658 | $3.82M | 0.01% | +24,635+129.5% | Added |
| Prudential Financial Inc | 44,747 | $3.92M | 0.01% | −2,001−4.3% | Reduced |
| Wells Fargo & Company | 45,196 | $3.96M | 0.00% | +3,134+7.5% | Added |
| First Manhattan Co | 45,693 | $4.00M | 0.01% | −2,700−5.6% | Reduced |
| Citadel Advisors LLC | 45,913 | $4.02M | 0.00% | −171,034−78.8% | Reduced |
| Alliancebernstein L.P. | 46,693 | $4.09M | 0.00% | −1,115−2.3% | Reduced |
| LSV Asset Management | 48,000 | $4.20M | 0.01% | −41,000−46.1% | Reduced |
| New York State Common Retirement Fund | 49,756 | $4.36M | 0.01% | +1,210+2.5% | Added |
| UBS Asset Management Americas Inc | 51,726 | $4.53M | 0.00% | +16,009+44.8% | Added |
| UBS Group AG | 53,081 | $4.65M | 0.00% | −7,068−11.8% | Reduced |
| LPL Financial LLC | 55,070 | $4.82M | 0.00% | +6,074+12.4% | Added |
| Aptus Capital Advisors, LLC | 56,011 | $4.91M | 0.09% | +11,103+24.7% | Added |
| Edgestream Partners, L.P. | 67,695 | $5.93M | 0.29% | +64,554+2,055.2% | Added |
| Swiss National Bank | 74,000 | $6.48M | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 76,547 | $6.70M | 0.02% | −14,605−16.0% | Reduced |
| Whittier Trust Co | 78,140 | $6.84M | 0.10% | +3,841+5.2% | Added |
| Manufacturers Life Insurance Company, The | 78,827 | $6.90M | 0.01% | +3,593+4.8% | Added |
| Millennium Management LLC | 81,558 | $7.14M | 0.01% | −124,035−60.3% | Reduced |
| Tudor Investment Corp Et Al | 83,663 | $7.33M | 0.08% | +41,152+96.8% | Added |
| Jane Street Group, LLC | 84,658 | $7.42M | 0.01% | +20,043+31.0% | Added |
| Bank of America Corp | 89,930 | $7.88M | 0.00% | −46,835−34.2% | Reduced |
| Public Sector Pension Investment Board | 91,996 | $8.06M | 0.05% | +6,501+7.6% | Added |
| JPMorgan Chase & Co | 108,506 | $9.50M | 0.00% | +6,049+5.9% | Added |
| Phocas Financial Corp. | 108,537 | $9.51M | 1.42% | −2,057−1.9% | Reduced |
| Goldman Sachs Group Inc | 108,550 | $9.51M | 0.00% | +57,729+113.6% | Added |
| Rhumbline Advisers | 110,167 | $9.65M | 0.01% | −116−0.1% | Reduced |
| Legal & General Group Plc | 115,808 | $10.1M | 0.00% | −1,073−0.9% | Reduced |
| Bank & Trust Co | 127,058 | $11.1M | 9.44% | +127,058 | New |
| FMR LLC | 138,064 | $12.1M | 0.00% | +95,258+222.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 140,750 | $12.3M | 0.04% | +3,970+2.9% | Added |
| Federated Hermes, Inc. | 143,074 | $12.5M | 0.03% | +4,997+3.6% | Added |
| Ameriprise Financial Inc | 149,665 | $13.1M | 0.00% | −2,164−1.4% | Reduced |
| Royal Bank of Canada | 170,660 | $14.9M | 0.00% | +76,708+81.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 177,621 | $15.6M | 0.07% | −540,237−75.3% | Reduced |