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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 2,879 | $225.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 3,041 | $237.7K | 0.00% | +3,041 | New |
| Flagship Harbor Advisors, LLC | 3,074 | $240.3K | 0.01% | +50+1.7% | Added |
| Crossmark Global Holdings, Inc. | 3,144 | $245.0K | 0.00% | +283+9.9% | Added |
| John G Ullman & Associates Inc | 3,200 | $250.1K | 0.04% | +3,200 | New |
| Congress Wealth Management LLC | 3,225 | $252.1K | 0.00% | +3,225 | New |
| Oxford Asset Management LLP | 3,246 | $253.7K | 0.21% | +3,246 | New |
| QRG Capital Management, Inc. | 3,251 | $254.1K | 0.00% | −1,845−36.2% | Reduced |
| Great Valley Advisor Group, Inc. | 3,368 | $263.3K | 0.01% | +19+0.6% | Added |
| Truist Financial Corp | 3,389 | $264.9K | 0.00% | −8,821−72.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,416 | $268.4K | 0.00% | −160−4.5% | Reduced |
| AdvisorNet Financial, Inc | 3,482 | $272.2K | 0.02% | −6−0.2% | Reduced |
| Atlas Brown,Inc. | 3,491 | $272.9K | 0.09% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,599 | $281.0K | 0.00% | +1,818+102.1% | Added |
| Chesley Taft & Associates LLC | 3,680 | $287.6K | 0.01% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 3,779 | $295.4K | 0.08% | +29+0.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,917 | $306.2K | 0.02% | +3,917 | New |
| Steward Partners Investment Advisory, LLC | 3,991 | $311.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,025 | $314.6K | 0.00% | −153−3.7% | Reduced |
| Bell Bank | 4,086 | $319.4K | 0.04% | −1,000−19.7% | Reduced |
| Harbour Investments, Inc. | 4,112 | $321.4K | 0.01% | +24+0.6% | Added |
| Ameritas Investment Partners, Inc. | 4,121 | $322.1K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 4,184 | $327.0K | 0.26% | 00.0% | Unchanged |
| Wealth Forward, LLC | 4,238 | $331.2K | 0.23% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,242 | $331.6K | 0.00% | −121−2.8% | Reduced |
| Accredited Investors Inc. | 4,242 | $331.6K | 0.02% | +25+0.6% | Added |
| Secure Asset Management, LLC | 4,246 | $331.9K | 0.06% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,280 | $335.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,324 | $336.0K | 0.00% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 4,594 | $359.1K | 0.19% | +26+0.6% | Added |
| nVerses Capital, LLC | 4,600 | $359.5K | 0.16% | +4,500+4,500.0% | Added |
| Public Employees Retirement Association of Colorado | 4,608 | $360.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 4,695 | $366.9K | 0.00% | −203−4.1% | Reduced |
| CI Private Wealth, LLC | 4,834 | $377.8K | 0.00% | +309+6.8% | Added |
| Modern Wealth Management, LLC | 4,844 | $378.6K | 0.02% | +3+0.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,925 | $384.9K | 0.00% | −258−5.0% | Reduced |
| Valtinson Bruner Financial Planning LLC | 4,937 | $385.9K | 0.13% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,946 | $386.6K | 0.01% | +139+2.9% | Added |
| Proequities, Inc. | 4,998 | $390.7K | 0.02% | +125+2.6% | Added |
| Hendershot Investments Inc. | 5,000 | $390.8K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,186 | $405.0K | 0.00% | +321+6.6% | Added |
| Opus Capital Group, LLC | 5,266 | $412.0K | 0.05% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 5,276 | $412.3K | 0.00% | +1,078+25.7% | Added |
| EntryPoint Capital, LLC | 5,307 | $414.8K | 0.24% | +5,307 | New |
| Avantax Advisory Services, Inc. | 5,475 | $427.9K | 0.00% | −348−6.0% | Reduced |
| HighTower Advisors, LLC | 5,627 | $440.0K | 0.00% | −1,558−21.7% | Reduced |
| Janney Montgomery Scott LLC | 5,716 | $447.0K | 0.00% | +235+4.3% | Added |
| Mercer Global Advisors Inc | 5,738 | $447.5K | 0.00% | −1,172−17.0% | Reduced |
| Man Group plc | 5,802 | $453.5K | 0.00% | +1,805+45.2% | Added |
| Mariner, LLC | 5,919 | $462.6K | 0.00% | −462−7.2% | Reduced |
| Cetera Investment Advisers | 6,015 | $470.1K | 0.00% | +224+3.9% | Added |
| Savant Capital, LLC | 6,092 | $476.2K | 0.00% | −1,069−14.9% | Reduced |
| TD Asset Management Inc | 6,100 | $476.5K | 0.00% | −2,600−29.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 6,174 | $482.6K | 0.07% | +933+17.8% | Added |
| Paloma Partners Management Co | 6,234 | $487.2K | 0.03% | +6,234 | New |
| Pictet Asset Management Holding SA | 6,255 | $488.9K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 6,292 | $491.8K | 0.01% | −581−8.5% | Reduced |
| Coldstream Capital Management Inc | 6,615 | $517.0K | 0.01% | −20.0% | Reduced |
| D.A. Davidson & Co. | 6,705 | $524.1K | 0.00% | +30.0% | Added |
| Allspring Global Investments Holdings, LLC | 7,025 | $549.1K | 0.00% | −955−12.0% | Reduced |
| Creative Planning | 7,218 | $564.1K | 0.00% | +937+14.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,372 | $576.2K | 0.02% | +4,173+130.4% | Added |
| SEI Investments Co | 7,391 | $577.7K | 0.00% | +282+4.0% | Added |
| SNS Financial Group, LLC | 7,459 | $583.0K | 0.06% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 7,495 | $585.8K | 0.01% | −214−2.8% | Reduced |
| XTX Topco Ltd | 7,532 | $588.7K | 0.04% | +7,532 | New |
| RBA Wealth Management, LLC | 8,106 | $633.5K | 0.24% | −1,775−18.0% | Reduced |
| NorthRock Partners, LLC | 8,155 | $637.4K | 0.02% | −6−0.1% | Reduced |
| James Investment Research Inc | 8,302 | $648.9K | 0.07% | +475+6.1% | Added |
| Sanctuary Advisors, LLC | 8,041 | $649.6K | 0.00% | −12−0.1% | Reduced |
| Bremer Bank National Association | 8,384 | $655.3K | 0.12% | 00.0% | Unchanged |
| Entropy Technologies, LP | 8,550 | $668.3K | 0.07% | +8,550 | New |
| Intech Investment Management LLC | 8,740 | $683.1K | 0.01% | +8,740 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,743 | $683.4K | 0.00% | +334+4.0% | Added |
| HSBC Holdings PLC | 8,939 | $696.9K | 0.00% | +1,183+15.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,941 | $698.8K | 0.00% | −69−0.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,957 | $700.0K | 0.00% | +2,444+37.5% | Added |
| Sterling Capital Management LLC | 8,987 | $702.4K | 0.01% | +8,987 | New |
| Bokf, NA | 9,124 | $703.1K | 0.01% | +5,483+150.6% | Added |
| Sherbrooke Park Advisers LLC | 9,094 | $710.8K | 0.16% | +9,094 | New |
| Virtu Financial LLC | 9,097 | $711.0K | 0.04% | +9,097 | New |
| Cynosure Management, LLC | 9,151 | $715.2K | 0.10% | +4,829+111.7% | Added |
| Centiva Capital, LP | 9,185 | $717.9K | 0.03% | +9,185 | New |
| Kestra Advisory Services, LLC | 9,188 | $718.1K | 0.00% | −925−9.1% | Reduced |
| Foster & Motley Inc | 9,618 | $752.0K | 0.05% | −237−2.4% | Reduced |
| Engineers Gate Manager LP | 9,693 | $757.6K | 0.01% | +9,693 | New |
| Oregon Public Employees Retirement Fund | 9,823 | $767.8K | 0.01% | −300−3.0% | Reduced |
| Vista Investment Partners LLC | 10,504 | $821.0K | 0.26% | −2,112−16.7% | Reduced |
| GWM Advisors LLC | 10,542 | $824.0K | 0.01% | −195−1.8% | Reduced |
| Arizona State Retirement System | 10,837 | $847.0K | 0.01% | +312+3.0% | Added |
| Guggenheim Capital LLC | 10,975 | $857.8K | 0.01% | −2,496−18.5% | Reduced |
| Baird Financial Group, Inc. | 11,054 | $864.0K | 0.00% | −16,794−60.3% | Reduced |
| Bank of Montreal | 11,241 | $878.0K | 0.00% | +299+2.7% | Added |
| Two Sigma Advisers, LP | 11,500 | $898.8K | 0.00% | +3,000+35.3% | Added |
| Versor Investments LP | 11,500 | $898.8K | 0.14% | +4,300+59.7% | Added |
| CWM, LLC | 11,658 | $911.0K | 0.00% | −586−4.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 12,000 | $937.9K | 0.11% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 12,122 | $947.5K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 12,211 | $955.0K | 0.10% | +8,624+240.4% | Added |
| Advisors Asset Management, Inc. | 12,301 | $961.4K | 0.02% | +3,012+32.4% | Added |