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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 1 | $78 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2 | $156 | 0.00% | +2 | New |
| Capital Performance Advisors LLP | 2 | $156 | 0.00% | +2 | New |
| Larson Financial Group LLC | 6 | $469 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $548 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $626 | 0.00% | −1−11.1% | Reduced |
| Horizon Investments, LLC | 9 | $703 | 0.00% | +2+28.6% | Added |
| Voisard Asset Management Group, Inc. | 11 | $860 | 0.00% | +11 | New |
| Glen Eagle Advisors, LLC | 11 | $869 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 12 | $938 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 15 | $1.00K | 0.00% | +15 | New |
| Eagle Bay Advisors LLC | 14 | $1.09K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $1.49K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 21 | $1.64K | 0.00% | +13+162.5% | Added |
| Versant Capital Management, Inc | 24 | $1.88K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $2.11K | 0.00% | +1+3.8% | Added |
| Caitlin John, LLC | 27 | $2.17K | 0.00% | +27 | New |
| Farmers & Merchants Investments Inc | 28 | $2.19K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $2.27K | 0.00% | −12−29.3% | Reduced |
| LGT Financial Advisors LLC | 33 | $2.58K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 35 | $2.74K | 0.00% | +15+75.0% | Added |
| Massmutual Trust Co FSB | 36 | $2.81K | 0.00% | +2+5.9% | Added |
| Lindbrook Capital, LLC | 40 | $3.13K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 40 | $3.13K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 47 | $3.67K | 0.00% | +2+4.4% | Added |
| Global Wealth Strategies & Associates | 55 | $4.30K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 62 | $4.85K | 0.00% | +62 | New |
| GeoWealth Management, LLC | 74 | $5.78K | 0.00% | +74 | New |
| Bessemer Group Inc | 78 | $6.00K | 0.00% | +45+136.4% | Added |
| Hexagon Capital Partners LLC | 91 | $7.11K | 0.00% | −41−31.1% | Reduced |
| Broadwater Capital Management LLC | 95 | $7.42K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 106 | $8.30K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 110 | $8.60K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 114 | $8.91K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 132 | $10.0K | 0.00% | +132 | New |
| Salomon & Ludwin, LLC | 133 | $10.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 157 | $12.2K | 0.00% | +1+0.6% | Added |
| Plante Moran Financial Advisors, LLC | 160 | $12.5K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $15.6K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $15.6K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 216 | $16.9K | 0.00% | +1+0.5% | Added |
| Hemington Wealth Management | 225 | $17.0K | 0.00% | +225 | New |
| Nomura Asset Management Co Ltd | 220 | $17.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 224 | $17.5K | 0.00% | +5+2.3% | Added |
| Byrne Asset Management LLC | 240 | $18.8K | 0.01% | +240 | New |
| Farther Finance Advisors, LLC | 247 | $19.3K | 0.00% | +114+85.7% | Added |
| TD Private Client Wealth LLC | 261 | $20.4K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 284 | $22.2K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 300 | $23.4K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 325 | $25.4K | 0.01% | +2+0.6% | Added |
| West Financial Advisors, LLC | 334 | $26.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 370 | $28.9K | 0.00% | −245−39.8% | Reduced |
| Atticus Wealth Management, LLC | 372 | $29.1K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 426 | $33.3K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 456 | $35.0K | 0.01% | +456 | New |
| Cherry Tree Wealth Management, LLC | 454 | $35.5K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 495 | $38.7K | 0.00% | +16+3.3% | Added |
| Hoese & Co LLP | 500 | $39.1K | 0.03% | +500 | New |
| Catalyst Funds Management Pty Ltd | 500 | $39.1K | 0.01% | −8,800−94.6% | Reduced |
| Bryn Mawr Trust Co | 500 | $39.1K | 0.00% | +500 | New |
| Allworth Financial LP | 547 | $42.7K | 0.00% | +312+132.8% | Added |
| Goodman Advisory Group, LLC | 667 | $52.1K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 680 | $53.1K | 0.01% | +23+3.5% | Added |
| Golden State Equity Partners | 731 | $57.1K | 0.01% | +731 | New |
| Geneos Wealth Management Inc. | 742 | $58.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 766 | $59.9K | 0.04% | −224−22.6% | Reduced |
| Fifth Third Bancorp | 788 | $61.6K | 0.00% | −26−3.2% | Reduced |
| USA Financial Portformulas Corp | 832 | $65.0K | 0.01% | −135−14.0% | Reduced |
| Quadrant Capital Group LLC | 837 | $65.4K | 0.00% | −11−1.3% | Reduced |
| Trust Co of Vermont | 904 | $70.7K | 0.00% | +104+13.0% | Added |
| Shell Asset Management Co | 916 | $72.0K | 0.00% | +916 | New |
| Jones Financial Companies LLLP | 924 | $72.2K | 0.00% | +277+42.8% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $78.2K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,036 | $81.0K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 1,152 | $90.0K | 0.03% | −1−0.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,169 | $91.4K | 0.00% | −4,403−79.0% | Reduced |
| KBC Group NV | 1,248 | $98.0K | 0.00% | +272+27.9% | Added |
| STRS Ohio | 1,400 | $109.4K | 0.00% | −1,100−44.0% | Reduced |
| Global Retirement Partners, LLC | 1,436 | $112.2K | 0.00% | −21−1.4% | Reduced |
| DekaBank Deutsche Girozentrale | 1,526 | $117.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,510 | $118.0K | 0.00% | −4,265−73.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,536 | $120.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,563 | $122.0K | 0.08% | +439+39.1% | Added |
| Ronald Blue Trust, Inc. | 1,450 | $127.0K | 0.00% | −130−8.2% | Reduced |
| ORG Partners LLC | 1,643 | $128.4K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,680 | $131.3K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,715 | $134.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,107 | $164.0K | 0.00% | +2,107 | New |
| NBC Securities, Inc. | 2,205 | $172.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 2,236 | $174.8K | 0.02% | +1,290+136.4% | Added |
| Compass Financial Group, INC | 2,603 | $203.5K | 0.04% | −88−3.3% | Reduced |
| Quantinno Capital Management LP | 2,614 | $204.3K | 0.00% | +162+6.6% | Added |
| Priebe Wealth Holdings LLC | 2,624 | $205.1K | 0.15% | 00.0% | Unchanged |
| Scientech Research LLC | 2,649 | $207.0K | 0.04% | +2,649 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,655 | $207.5K | 0.00% | +2,655 | New |
| Xponance, Inc. | 2,700 | $211.0K | 0.00% | +87+3.3% | Added |
| Great Waters Wealth Management | 2,735 | $213.8K | 0.03% | +3+0.1% | Added |
| Wealth Alliance Advisory Group, LLC | 2,779 | $217.2K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,874 | $224.6K | 0.00% | −10−0.3% | Reduced |