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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 14,223 | $1.25M | 0.01% | +9,821+223.1% | Added |
| North Star Investment Management Corp. | 13,873 | $1.22M | 0.09% | −691−4.7% | Reduced |
| Voya Investment Management LLC | 13,767 | $1.21M | 0.00% | +294+2.2% | Added |
| Teachers Retirement System of the State of Kentucky | 13,618 | $1.19M | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 13,471 | $1.18M | 0.01% | +10,015+289.8% | Added |
| Mackenzie Financial Corp | 13,313 | $1.17M | 0.00% | +3,872+41.0% | Added |
| Amalgamated Bank | 12,757 | $1.12M | 0.01% | −355−2.7% | Reduced |
| Vista Investment Partners LLC | 12,616 | $1.11M | 0.37% | +16+0.1% | Added |
| Deerfield Management Company, L.P. (Series C) | 12,607 | $1.10M | 0.02% | +12,607 | New |
| CWM, LLC | 12,244 | $1.07M | 0.01% | −1,336−9.8% | Reduced |
| Truist Financial Corp | 12,210 | $1.07M | 0.00% | +11+0.1% | Added |
| State Board of Administration of Florida Retirement System | 12,122 | $1.06M | 0.00% | −29,077−70.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 12,000 | $1.05M | 0.13% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 11,754 | $1.03M | 0.38% | −19−0.2% | Reduced |
| Bank of Montreal | 10,942 | $964.6K | 0.00% | +89+0.8% | Added |
| GWM Advisors LLC | 10,737 | $940.4K | 0.01% | −937−8.0% | Reduced |
| Quest Partners LLC | 10,735 | $940.3K | 0.13% | +10,729+178,816.7% | Added |
| Heartland Advisors Inc | 10,679 | $935.4K | 0.05% | +10,679 | New |
| Arizona State Retirement System | 10,525 | $921.9K | 0.01% | +208+2.0% | Added |
| Oregon Public Employees Retirement Fund | 10,123 | $886.7K | 0.02% | −1,000−9.0% | Reduced |
| Kestra Advisory Services, LLC | 10,113 | $885.8K | 0.00% | +109+1.1% | Added |
| UniSuper Management Pty Ltd | 10,057 | $880.9K | 0.01% | +2,000+24.8% | Added |
| Qube Research & Technologies Ltd | 10,029 | $878.4K | 0.00% | +10,029 | New |
| Zimmer Partners, LP | 10,000 | $875.9K | 0.02% | +10,000 | New |
| RBA Wealth Management, LLC | 9,881 | $865.5K | 0.35% | −2,171−18.0% | Reduced |
| Foster & Motley Inc | 9,855 | $863.0K | 0.06% | +149+1.5% | Added |
| Catalyst Funds Management Pty Ltd | 9,300 | $814.6K | 0.22% | −4,500−32.6% | Reduced |
| Advisors Asset Management, Inc. | 9,289 | $813.6K | 0.02% | +1,170+14.4% | Added |
| Wesbanco Bank Inc | 9,273 | $812.2K | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 9,200 | $805.8K | 0.03% | +5,800+170.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,010 | $789.2K | 0.01% | +20.0% | Added |
| TD Asset Management Inc | 8,700 | $762.0K | 0.00% | +2,500+40.3% | Added |
| Two Sigma Advisers, LP | 8,500 | $744.5K | 0.00% | +2,700+46.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,409 | $736.5K | 0.00% | 00.0% | Unchanged |
| Bremer Bank National Association | 8,384 | $734.4K | 0.14% | −1,000−10.7% | Reduced |
| NorthRock Partners, LLC | 8,161 | $714.8K | 0.03% | +58+0.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,006 | $701.2K | 0.00% | −18−0.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,980 | $699.0K | 0.00% | +373+4.9% | Added |
| James Investment Research Inc | 7,827 | $685.6K | 0.08% | +1,851+31.0% | Added |
| Sanctuary Advisors, LLC | 8,053 | $681.1K | 0.00% | +8,053 | New |
| HSBC Holdings PLC | 7,756 | $678.4K | 0.00% | +766+11.0% | Added |
| Gotham Asset Management, LLC | 7,709 | $675.2K | 0.01% | +208+2.8% | Added |
| Neuberger Berman Group LLC | 7,702 | $674.6K | 0.00% | +1,185+18.2% | Added |
| SNS Financial Group, LLC | 7,459 | $653.3K | 0.07% | 00.0% | Unchanged |
| Versor Investments LP | 7,200 | $630.6K | 0.12% | +7,200 | New |
| HighTower Advisors, LLC | 7,185 | $630.0K | 0.00% | +3,367+88.2% | Added |
| Savant Capital, LLC | 7,161 | $627.2K | 0.01% | +7,161 | New |
| SEI Investments Co | 7,109 | $622.7K | 0.00% | +701+10.9% | Added |
| Balyasny Asset Management LLC | 6,989 | $612.2K | 0.00% | +6,989 | New |
| Mercer Global Advisors Inc | 6,910 | $605.2K | 0.00% | −828−10.7% | Reduced |
| Mutual of America Capital Management LLC | 6,873 | $602.0K | 0.01% | −313−4.4% | Reduced |
| Assenagon Asset Management S.A. | 6,800 | $595.6K | 0.00% | +6,800 | New |
| D.A. Davidson & Co. | 6,702 | $587.1K | 0.01% | +20.0% | Added |
| Coldstream Capital Management Inc | 6,617 | $579.6K | 0.01% | +214+3.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,513 | $570.0K | 0.00% | −166−2.5% | Reduced |
| Mariner, LLC | 6,381 | $558.9K | 0.00% | +423+7.1% | Added |
| Creative Planning | 6,281 | $550.1K | 0.00% | +137+2.2% | Added |
| Pictet Asset Management Holding SA | 6,255 | $547.9K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 6,120 | $536.0K | 0.00% | −8,102−57.0% | Reduced |
| Susquehanna International Group, LLP | 6,085 | $533.0K | 0.00% | +3,567+141.7% | Added |
| Quantbot Technologies LP | 5,905 | $517.2K | 0.03% | −929−13.6% | Reduced |
| Avantax Advisory Services, Inc. | 5,823 | $510.1K | 0.00% | +187+3.3% | Added |
| Cetera Investment Advisers | 5,791 | $507.2K | 0.00% | −1,517−20.8% | Reduced |
| Tower Research Capital LLC (TRC) | 5,775 | $505.8K | 0.01% | +4,206+268.1% | Added |
| Nisa Investment Advisors, LLC | 5,572 | $488.1K | 0.00% | −22−0.4% | Reduced |
| Janney Montgomery Scott LLC | 5,481 | $480.0K | 0.00% | −235−4.1% | Reduced |
| Opus Capital Group, LLC | 5,266 | $461.0K | 0.07% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 5,241 | $459.1K | 0.07% | +472+9.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 5,183 | $454.0K | 0.00% | +5,183 | New |
| QRG Capital Management, Inc. | 5,096 | $446.3K | 0.01% | +37+0.7% | Added |
| Bell Bank | 5,086 | $445.5K | 0.04% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 5,000 | $437.9K | 0.06% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,941 | $433.0K | 0.03% | +4,941 | New |
| Valtinson Bruner Financial Planning LLC | 4,937 | $432.4K | 0.17% | −1,434−22.5% | Reduced |
| Private Advisor Group, LLC | 4,898 | $429.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 4,873 | $426.9K | 0.03% | +21+0.4% | Added |
| MML Investors Services, LLC | 4,865 | $426.0K | 0.00% | +132+2.8% | Added |
| Modern Wealth Management, LLC | 4,841 | $424.0K | 0.03% | +8+0.2% | Added |
| Hancock Whitney Corp | 4,807 | $421.0K | 0.01% | +709+17.3% | Added |
| Public Employees Retirement Association of Colorado | 4,608 | $404.0K | 0.00% | −639−12.2% | Reduced |
| Alternative Investment Advisors, LLC. | 4,568 | $400.2K | 0.23% | +22+0.5% | Added |
| CI Private Wealth, LLC | 4,525 | $396.3K | 0.00% | −68−1.5% | Reduced |
| Verition Fund Management LLC | 4,363 | $382.2K | 0.00% | +4,363 | New |
| Cynosure Management, LLC | 4,322 | $378.6K | 0.06% | +418+10.7% | Added |
| Bridgewater Associates, LP | 4,310 | $377.5K | 0.00% | +4,310 | New |
| Lazard Asset Management LLC | 4,324 | $377.0K | 0.00% | +2,269+110.4% | Added |
| Inceptionr LLC | 4,272 | $374.2K | 0.11% | +4,272 | New |
| Secure Asset Management, LLC | 4,246 | $371.9K | 0.07% | 00.0% | Unchanged |
| Wealth Forward, LLC | 4,238 | $371.2K | 0.29% | 00.0% | Unchanged |
| Accredited Investors Inc. | 4,217 | $369.4K | 0.02% | +22+0.5% | Added |
| Envestnet Asset Management Inc | 4,198 | $367.7K | 0.00% | −4,566−52.1% | Reduced |
| Virtus Investment Advisers, Inc. | 4,184 | $366.5K | 0.31% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,178 | $366.0K | 0.00% | +76+1.9% | Added |
| Everence Capital Management Inc | 4,280 | $365.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,121 | $361.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,088 | $358.1K | 0.01% | +2,009+96.6% | Added |
| Man Group plc | 3,997 | $350.1K | 0.00% | +766+23.7% | Added |
| Steward Partners Investment Advisory, LLC | 3,991 | $349.6K | 0.00% | −135−3.3% | Reduced |
| Winton Group Ltd | 3,923 | $343.6K | 0.02% | +747+23.5% | Added |
| Algert Global LLC | 3,785 | $331.5K | 0.01% | +3,785 | New |