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 |
|---|---|---|---|---|---|
| Measured Wealth Private Client Group, LLC | 3,757 | $329.1K | 0.12% | +639+20.5% | Added |
| Ifrah Financial Services, Inc. | 3,750 | $328.5K | 0.09% | −28−0.7% | Reduced |
| Chesley Taft & Associates LLC | 3,680 | $322.3K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 3,641 | $318.9K | 0.01% | +56+1.6% | Added |
| Dynamic Technology Lab Private Ltd | 3,587 | $315.0K | 0.04% | −2,026−36.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,576 | $313.2K | 0.00% | +457+14.7% | Added |
| Atlas Brown,Inc. | 3,491 | $305.8K | 0.11% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,488 | $305.5K | 0.03% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,349 | $293.3K | 0.01% | +3,349 | New |
| Inspire Advisors, LLC | 3,305 | $289.5K | 0.04% | +3,305 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,199 | $280.2K | 0.01% | +3,199 | New |
| Flagship Harbor Advisors, LLC | 3,024 | $264.9K | 0.02% | −56−1.8% | Reduced |
| Buckingham Strategic Partners | 2,884 | $252.6K | 0.01% | −753−20.7% | Reduced |
| Crossmark Global Holdings, Inc. | 2,861 | $251.0K | 0.00% | −113−3.8% | Reduced |
| CIBC Private Wealth Group, LLC | 2,879 | $247.3K | 0.00% | −1,100−27.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,779 | $243.4K | 0.05% | 00.0% | Unchanged |
| Great Waters Wealth Management | 2,732 | $239.3K | 0.04% | +3+0.1% | Added |
| Evergreen Capital Management LLC | 2,716 | $237.9K | 0.01% | +2,716 | New |
| Compass Financial Group, INC | 2,691 | $235.7K | 0.05% | +13+0.5% | Added |
| Priebe Wealth Holdings LLC | 2,624 | $229.8K | 0.18% | 00.0% | Unchanged |
| Xponance, Inc. | 2,613 | $228.9K | 0.00% | +105+4.2% | Added |
| Independent Advisor Alliance | 2,601 | $227.8K | 0.01% | 00.0% | Unchanged |
| True Vision MN LLC | 2,569 | $225.0K | 0.15% | 00.0% | Unchanged |
| STRS Ohio | 2,500 | $219.0K | 0.00% | +800+47.1% | Added |
| Quantinno Capital Management LP | 2,452 | $214.8K | 0.00% | +2,452 | New |
| Daymark Wealth Partners, LLC | 2,400 | $210.2K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,391 | $209.5K | 0.00% | +2,391 | New |
| Institutional & Family Asset Management, LLC | 2,328 | $203.9K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,222 | $194.6K | 0.02% | +2,222 | New |
| NBC Securities, Inc. | 2,205 | $193.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,781 | $156.0K | 0.00% | −2,718−60.4% | Reduced |
| JNBA Financial Advisors | 1,715 | $150.2K | 0.02% | +311+22.2% | Added |
| Armstrong Advisory Group, Inc | 1,680 | $147.2K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 1,643 | $141.8K | 0.02% | +1,643 | New |
| Ronald Blue Trust, Inc. | 1,580 | $136.5K | 0.00% | +501+46.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,536 | $134.6K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,526 | $132.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,457 | $127.6K | 0.00% | +13+0.9% | Added |
| Abound Wealth Management | 1,153 | $101.0K | 0.04% | +1,149+28,725.0% | Added |
| Covestor Ltd | 1,124 | $99.0K | 0.06% | −1−0.1% | Reduced |
| ICA Group Wealth Management, LLC | 1,075 | $94.1K | 0.06% | −4,273−79.9% | Reduced |
| Financial Perspectives, Inc | 1,036 | $90.7K | 0.03% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $87.6K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 990 | $86.7K | 0.06% | 00.0% | Unchanged |
| KBC Group NV | 976 | $85.0K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 967 | $84.7K | 0.01% | +967 | New |
| State of Wyoming | 946 | $82.9K | 0.01% | +946 | New |
| Mather Group, LLC. | 896 | $77.4K | 0.00% | +896 | New |
| Quadrant Capital Group LLC | 848 | $74.3K | 0.01% | +250+41.8% | Added |
| Fifth Third Bancorp | 814 | $71.3K | 0.00% | +19+2.4% | Added |
| Trust Co of Vermont | 800 | $70.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 742 | $65.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 669 | $58.6K | 0.02% | +634+1,811.4% | Added |
| Goodman Advisory Group, LLC | 667 | $58.4K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 657 | $57.5K | 0.01% | +208+46.3% | Added |
| Jones Financial Companies LLLP | 647 | $56.7K | 0.00% | +647 | New |
| IFP Advisors, Inc | 615 | $53.9K | 0.00% | +245+66.2% | Added |
| Optimum Investment Advisors | 600 | $52.6K | 0.02% | 00.0% | Unchanged |
| Kepos Capital LP | 584 | $51.0K | 0.02% | +13+2.3% | Added |
| Public Employees Retirement System of Ohio | 479 | $42.0K | 0.00% | +15+3.2% | Added |
| Cherry Tree Wealth Management, LLC | 454 | $39.8K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 426 | $37.3K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 425 | $37.0K | 0.01% | +425 | New |
| Johnson Financial Group, Inc. | 401 | $35.1K | 0.00% | +401 | New |
| Atticus Wealth Management, LLC | 372 | $32.6K | 0.01% | +372 | New |
| West Financial Advisors, LLC | 334 | $29.3K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 323 | $28.3K | 0.02% | +2+0.6% | Added |
| JJJ Advisors Inc. | 314 | $27.5K | 0.01% | +290+1,208.3% | Added |
| Leonteq Securities AG | 300 | $26.3K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 284 | $24.9K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 261 | $22.9K | 0.00% | −639−71.0% | Reduced |
| Allworth Financial LP | 235 | $21.8K | 0.00% | +107+83.6% | Added |
| Nomura Asset Management Co Ltd | 220 | $19.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 219 | $19.2K | 0.00% | +219 | New |
| Opal Wealth Advisors, LLC | 216 | $18.9K | 0.01% | +216 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 215 | $18.9K | 0.00% | +175+437.5% | Added |
| Independence Bank of Kentucky | 200 | $17.5K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $17.5K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 160 | $14.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 156 | $13.7K | 0.00% | +89+132.8% | Added |
| Salomon & Ludwin, LLC | 133 | $11.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 132 | $11.6K | 0.00% | +42+46.7% | Added |
| Farther Finance Advisors, LLC | 133 | $11.5K | 0.00% | +51+62.2% | Added |
| SRS Capital Advisors, Inc. | 114 | $9.99K | 0.00% | +114 | New |
| Signaturefd, LLC | 110 | $9.63K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 106 | $9.30K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 100 | $8.76K | 0.01% | +100 | New |
| Broadwater Capital Management LLC | 95 | $8.32K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 55 | $4.82K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 45 | $3.94K | 0.00% | +27+150.0% | Added |
| Bell Investment Advisors, Inc | 41 | $3.59K | 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 |
| Bessemer Group Inc | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34 | $2.98K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 33 | $2.89K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $2.45K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $2.28K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $2.10K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $1.75K | 0.00% | +15+300.0% | Added |