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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 224,071 | $19.6M | 0.00% | +12,667+6.0% | Added |
| Principal Financial Group Inc | 227,683 | $19.9M | 0.01% | −7,419−3.2% | Reduced |
| Gamco Investors, Inc. Et Al | 273,542 | $24.0M | 0.26% | −800−0.3% | Reduced |
| Nuveen Asset Management, LLC | 320,648 | $28.1M | 0.01% | +89,112+38.5% | Added |
| Bank of New York Mellon Corp | 435,005 | $38.1M | 0.01% | +4,862+1.1% | Added |
| Gabelli Funds LLC | 499,200 | $43.7M | 0.33% | −33,000−6.2% | Reduced |
| Charles Schwab Investment Management Inc | 505,705 | $44.3M | 0.01% | +20,007+4.1% | Added |
| Morgan Stanley | 507,268 | $44.4M | 0.00% | +13,525+2.7% | Added |
| Northern Trust Corp | 568,051 | $49.8M | 0.01% | −14,106−2.4% | Reduced |
| First Trust Advisors LP | 633,081 | $55.5M | 0.06% | +549,492+657.4% | Added |
| Geode Capital Management, LLC | 1,004,949 | $88.0M | 0.01% | +38,661+4.0% | Added |
| Dimensional Fund Advisors LP | 1,035,541 | $90.7M | 0.02% | +3,974+0.4% | Added |
| State Street Corp | 1,580,422 | $138.4M | 0.01% | +1,559+0.1% | Added |
| Vanguard Group Inc | 5,201,519 | $455.6M | 0.01% | −36,991−0.7% | Reduced |
| BlackRock Inc. | 6,495,576 | $568.9M | 0.01% | −21,174−0.3% | Reduced |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −50,816−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −49,490−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −36,505−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −30,249−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −26,347−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −22,296−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −16,879−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −16,033−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −17,896−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −13,175−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −9,150−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −7,604−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −6,471−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,985−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −5,367−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −4,877−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −4,403−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,831−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −3,813−100.0% | Sold out |
| Alerus Financial NA | 0 | $0 | 0.00% | −3,643−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −3,583−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,510−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,369−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,390−100.0% | Sold out |
| Wealth Group Ltd | 0 | $0 | 0.00% | −2,166−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,169−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −1,753−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −623−100.0% | Sold out |
| First Community Trust NA | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,687−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Pflug Koory, LLC | – | – | – | – | Not filed |