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, Q3 2024
Institutional positions in Otter Tail Corp as of Sep 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
- 328
- +17 vs. Q2 2024
- Shares held
- 26.3M
- +8.16M (+44.9%) vs. Q2 2024
- Total value
- $2.05B
- +$461.5M (+29.0%) vs. Q2 2024
- New holders
- 47
- 118 more added
- Sold out
- 30
- 97 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,600,975 | $515.9M | 0.01% | +6,600,975 | New |
| Vanguard Group Inc | 5,231,882 | $408.9M | 0.01% | +30,363+0.6% | Added |
| State Street Corp | 1,598,531 | $124.9M | 0.01% | +18,109+1.1% | Added |
| Dimensional Fund Advisors LP | 1,013,227 | $79.2M | 0.02% | −22,314−2.2% | Reduced |
| Geode Capital Management, LLC | 993,360 | $77.7M | 0.01% | −11,589−1.2% | Reduced |
| First Trust Advisors LP | 719,514 | $56.2M | 0.05% | +86,433+13.7% | Added |
| Morgan Stanley | 527,111 | $41.2M | 0.00% | +19,843+3.9% | Added |
| Charles Schwab Investment Management Inc | 509,130 | $39.8M | 0.01% | +3,425+0.7% | Added |
| Gabelli Funds LLC | 474,500 | $37.1M | 0.27% | −24,700−4.9% | Reduced |
| Northern Trust Corp | 474,017 | $37.0M | 0.01% | −94,034−16.6% | Reduced |
| Bank of New York Mellon Corp | 396,153 | $31.0M | 0.01% | −38,852−8.9% | Reduced |
| Millennium Management LLC | 362,393 | $28.3M | 0.02% | +280,835+344.3% | Added |
| Nuveen Asset Management, LLC | 283,084 | $22.1M | 0.01% | −37,564−11.7% | Reduced |
| Gamco Investors, Inc. Et Al | 263,442 | $20.6M | 0.21% | −10,100−3.7% | Reduced |
| Principal Financial Group Inc | 216,899 | $17.0M | 0.01% | −10,784−4.7% | Reduced |
| Qube Research & Technologies Ltd | 204,891 | $16.0M | 0.03% | +194,862+1,943.0% | Added |
| Invesco Ltd. | 194,771 | $15.2M | 0.00% | −29,300−13.1% | Reduced |
| Goldman Sachs Group Inc | 180,791 | $14.1M | 0.00% | +72,241+66.6% | Added |
| Bank of America Corp | 179,890 | $14.1M | 0.00% | +89,960+100.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 175,742 | $13.7M | 0.05% | −1,879−1.1% | Reduced |
| Federated Hermes, Inc. | 156,066 | $12.2M | 0.03% | +12,992+9.1% | Added |
| Ameriprise Financial Inc | 137,108 | $10.7M | 0.00% | −12,557−8.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 135,650 | $10.6M | 0.04% | −5,100−3.6% | Reduced |
| Trexquant Investment LP | 133,963 | $10.5M | 0.13% | +95,197+245.6% | Added |
| Royal Bank of Canada | 131,814 | $10.3M | 0.00% | −38,846−22.8% | Reduced |
| Bank & Trust Co | 127,001 | $9.93M | 8.05% | −570.0% | Reduced |
| Tudor Investment Corp Et Al | 125,629 | $9.82M | 0.11% | +41,966+50.2% | Added |
| Citadel Advisors LLC | 112,586 | $8.80M | 0.01% | +66,673+145.2% | Added |
| Legal & General Group Plc | 110,564 | $8.64M | 0.00% | −5,244−4.5% | Reduced |
| Marshall Wace, LLP | 105,959 | $8.28M | 0.01% | +66,349+167.5% | Added |
| Rhumbline Advisers | 105,718 | $8.26M | 0.01% | −4,449−4.0% | Reduced |
| Phocas Financial Corp. | 102,281 | $7.99M | 1.15% | −6,256−5.8% | Reduced |
| ProShare Advisors LLC | 98,381 | $7.69M | 0.02% | +21,834+28.5% | Added |
| JPMorgan Chase & Co | 97,829 | $7.65M | 0.00% | −10,677−9.8% | Reduced |
| FMR LLC | 92,905 | $7.26M | 0.00% | −45,159−32.7% | Reduced |
| Public Sector Pension Investment Board | 88,696 | $6.93M | 0.04% | −3,300−3.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 82,961 | $6.48M | 0.01% | +82,961 | New |
| Whittier Trust Co | 81,749 | $6.39M | 0.09% | +3,609+4.6% | Added |
| Jane Street Group, LLC | 80,033 | $6.26M | 0.01% | −4,625−5.5% | Reduced |
| UBS Group AG | 79,620 | $6.22M | 0.00% | +26,539+50.0% | Added |
| Edgestream Partners, L.P. | 77,444 | $6.05M | 0.27% | +9,749+14.4% | Added |
| Manufacturers Life Insurance Company, The | 77,268 | $6.04M | 0.01% | −1,559−2.0% | Reduced |
| Swiss National Bank | 73,500 | $5.74M | 0.00% | −500−0.7% | Reduced |
| Victory Capital Management Inc | 71,518 | $5.59M | 0.01% | +35,783+100.1% | Added |
| Barclays PLC | 70,553 | $5.51M | 0.00% | +55,210+359.8% | Added |
| Adage Capital Partners GP, L.L.C. | 70,000 | $5.47M | 0.01% | +70,000 | New |
| ExodusPoint Capital Management, LP | 66,500 | $5.20M | 0.05% | +66,500 | New |
| Aptus Capital Advisors, LLC | 64,755 | $5.06M | 0.08% | +8,744+15.6% | Added |
| D. E. Shaw & Co., Inc. | 63,889 | $4.99M | 0.01% | +30,332+90.4% | Added |
| Renaissance Technologies LLC | 59,310 | $4.64M | 0.01% | +59,310 | New |
| LPL Financial LLC | 58,028 | $4.54M | 0.00% | +2,958+5.4% | Added |
| Citigroup Inc | 53,489 | $4.18M | 0.00% | +19,324+56.6% | Added |
| Two Sigma Investments, LP | 48,324 | $3.78M | 0.01% | +18,472+61.9% | Added |
| LSV Asset Management | 48,000 | $3.75M | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 46,528 | $3.64M | 0.00% | −165−0.4% | Reduced |
| Wells Fargo & Company | 45,818 | $3.58M | 0.00% | +622+1.4% | Added |
| First Manhattan Co | 45,493 | $3.56M | 0.01% | −200−0.4% | Reduced |
| UBS Asset Management Americas Inc | 44,629 | $3.49M | 0.00% | −7,097−13.7% | Reduced |
| New York State Common Retirement Fund | 44,383 | $3.47M | 0.00% | −5,373−10.8% | Reduced |
| Prudential Financial Inc | 43,163 | $3.37M | 0.00% | −1,584−3.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 42,095 | $3.29M | 0.08% | +1,249+3.1% | Added |
| Palisades Investment Partners, LLC | 41,098 | $3.21M | 1.40% | +2,512+6.5% | Added |
| Great West Life Assurance Co | 40,186 | $3.14M | 0.01% | −2,754−6.4% | Reduced |
| Bridgeway Capital Management, LLC | 38,100 | $2.98M | 0.06% | +7,100+22.9% | Added |
| Segall Bryant & Hamill, LLC | 37,704 | $2.95M | 0.04% | +37,704 | New |
| California State Teachers Retirement System | 35,870 | $2.80M | 0.00% | −1,098−3.0% | Reduced |
| HRT Financial LP | 35,581 | $2.78M | 0.01% | +35,581 | New |
| Benjamin Edwards Inc | 35,380 | $2.77M | 0.04% | −243−0.7% | Reduced |
| Franklin Resources Inc | 34,547 | $2.71M | 0.00% | +1,804+5.5% | Added |
| Price T Rowe Associates Inc | 33,674 | $2.63M | 0.00% | +786+2.4% | Added |
| Balyasny Asset Management LLC | 33,488 | $2.62M | 0.01% | +26,499+379.2% | Added |
| Thrivent Financial for Lutherans | 32,847 | $2.57M | 0.00% | −1,865−5.4% | Reduced |
| US Bancorp | 32,326 | $2.53M | 0.00% | −100−0.3% | Reduced |
| Martingale Asset Management L P | 32,188 | $2.52M | 0.06% | +2,131+7.1% | Added |
| Deutsche Bank AG | 30,605 | $2.39M | 0.00% | +5,363+21.2% | Added |
| Schonfeld Strategic Advisors LLC | 30,493 | $2.38M | 0.02% | +24,373+398.3% | Added |
| Vident Advisory, LLC | 30,093 | $2.35M | 0.06% | +10,325+52.2% | Added |
| Brandywine Global Investment Management, LLC | 29,689 | $2.33M | 0.02% | +29,689 | New |
| Jefferies Financial Group Inc. | 28,300 | $2.21M | 0.04% | +28,300 | New |
| State of Wisconsin Investment Board | 27,668 | $2.16M | 0.01% | −3,230−10.5% | Reduced |
| Los Angeles Capital Management LLC | 26,641 | $2.08M | 0.01% | +5,550+26.3% | Added |
| Royce & Associates LP | 25,804 | $2.02M | 0.02% | +2,698+11.7% | Added |
| OneAscent Financial Services LLC | 24,755 | $1.94M | 1.39% | +24,755 | New |
| American Century Companies Inc | 24,428 | $1.91M | 0.00% | +3,845+18.7% | Added |
| Illinois Municipal Retirement Fund | 24,263 | $1.90M | 0.03% | +875+3.7% | Added |
| Comerica Bank | 24,145 | $1.89M | 0.01% | −541−2.2% | Reduced |
| MetLife Investment Management | 23,870 | $1.87M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 23,870 | $1.86M | 0.02% | −680−2.8% | Reduced |
| Corebridge Financial, Inc. | 23,762 | $1.86M | 0.01% | −252−1.0% | Reduced |
| Janus Henderson Group PLC | 23,478 | $1.83M | 0.00% | +966+4.3% | Added |
| Financial Engines Advisors L.L.C. | 23,202 | $1.81M | 0.00% | +922+4.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 22,666 | $1.77M | 0.00% | +1,515+7.2% | Added |
| Deerfield Management Company, L.P. (Series C) | 22,452 | $1.75M | 0.03% | +9,845+78.1% | Added |
| State of New Jersey Common Pension Fund D | 21,548 | $1.68M | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 21,121 | $1.65M | 0.01% | +1,424+7.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 20,709 | $1.62M | 0.01% | +12,703+158.7% | Added |
| Mackenzie Financial Corp | 20,604 | $1.61M | 0.00% | +7,291+54.8% | Added |
| Louisiana State Employees Retirement System | 20,200 | $1.58M | 0.03% | −800−3.8% | Reduced |
| Advisor Group Holdings, Inc. | 19,716 | $1.54M | 0.00% | −1,493−7.0% | Reduced |
| Gsa Capital Partners LLP | 19,030 | $1.49M | 0.11% | +14,089+285.1% | Added |