Skip to main content

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.

Institutional holdersQ3 2024: 328 institutions
Q1 2021: 174 institutionsQ2 2021: 169 institutionsQ3 2021: 199 institutionsQ4 2021: 224 institutionsQ1 2022: 235 institutionsQ2 2022: 249 institutionsQ3 2022: 266 institutionsQ4 2022: 249 institutionsQ1 2023: 256 institutionsQ2 2023: 261 institutionsQ3 2023: 277 institutionsQ4 2023: 298 institutionsQ1 2024: 304 institutionsQ2 2024: 315 institutionsQ3 2024: 328 institutionsQ4 2024: 324 institutionsQ1 2025: 334 institutionsQ2 2025: 345 institutionsQ3 2025: 345 institutionsQ4 2025: 354 institutionsQ1 2026: 347 institutionsQ2 2026: 363 institutions
Value heldQ3 2024: $2.05B
Q1 2021: $887.4MQ2 2021: $935.3MQ3 2021: $1.09BQ4 2021: $1.38BQ1 2022: $1.22BQ2 2022: $1.33BQ3 2022: $1.26BQ4 2022: $1.19BQ1 2023: $1.83BQ2 2023: $1.99BQ3 2023: $1.89BQ4 2023: $2.16BQ1 2024: $2.12BQ2 2024: $2.16BQ3 2024: $2.05BQ4 2024: $2.03BQ1 2025: $2.21BQ2 2025: $2.12BQ3 2025: $2.31BQ4 2025: $2.29BQ1 2026: $2.57BQ2 2026: $2.65B
Institutions holding OTTR and their total value by quarter
QuarterHoldersValue
Q2 2026363$2.65B
Q1 2026347$2.57B
Q4 2025354$2.29B
Q3 2025345$2.31B
Q2 2025345$2.12B
Q1 2025334$2.21B
Q4 2024324$2.03B
Q3 2024328$2.05B
Q2 2024315$2.16B
Q1 2024304$2.12B
Q4 2023298$2.16B
Q3 2023277$1.89B
Q2 2023261$1.99B
Q1 2023256$1.83B
Q4 2022249$1.19B
Q3 2022266$1.26B
Q2 2022249$1.33B
Q1 2022235$1.22B
Q4 2021224$1.38B
Q3 2021199$1.09B
Q2 2021169$935.3M
Q1 2021174$887.4M

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q2 2024.

Institutions holding OTTR in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Amalgamated Bank12,317$963.0K0.01%−440−3.4%Reduced
Quest Partners LLC12,429$971.5K0.09%+1,694+15.8%Added
International Assets Investment Management, LLC76,434$978.0K0.00%+74,212+3,339.9%Added
Natixis12,628$987.0K0.01%+12,628New
Voya Investment Management LLC13,451$1.05M0.00%−316−2.3%Reduced
Winton Group Ltd13,509$1.06M0.07%+9,586+244.4%Added
North Star Investment Management Corp.13,575$1.06M0.07%−298−2.1%Reduced
Teachers Retirement System of the State of Kentucky13,618$1.06M0.01%00.0%Unchanged
Holocene Advisors, LP13,955$1.09M0.00%+13,955New
Maryland State Retirement & Pension System14,125$1.10M0.02%−454−3.1%Reduced
Ensign Peak Advisors, Inc14,660$1.15M0.00%00.0%Unchanged
Jackson Creek Investment Advisors LLC15,133$1.18M0.35%+3,379+28.7%Added
Raymond James & Associates15,612$1.22M0.00%+17+0.1%Added
Aquatic Capital Management LLC15,900$1.24M0.03%+6,700+72.8%Added
Russell Investments Group, Ltd.16,150$1.26M0.00%−255−1.6%Reduced
Yousif Capital Management, LLC16,274$1.27M0.01%−540−3.2%Reduced
AQR Capital Management LLC16,602$1.30M0.00%+2,004+13.7%Added
Wealth Enhancement Advisory Services, LLC17,074$1.33M0.00%−253−1.5%Reduced
Commonwealth Equity Services, LLC17,143$1.34M0.00%+359+2.1%Added
Quantbot Technologies LP17,232$1.35M0.05%+11,327+191.8%Added
Teacher Retirement System of Texas17,237$1.35M0.01%+3,014+21.2%Added
Twinbeech Capital LP17,362$1.36M0.03%+17,362New
Focus Financial Network, Inc.17,517$1.37M0.06%−43−0.2%Reduced
Nebula Research & Development LLC18,108$1.42M0.17%+18,108New
BNP Paribas Arbitrage, SA18,533$1.45M0.00%+2,820+17.9%Added
New York State Teachers Retirement System18,642$1.46M0.00%−300−1.6%Reduced
Alps Advisors Inc18,726$1.46M0.01%+4,327+30.1%Added
Raymond James Financial Services Advisors, Inc.18,869$1.47M0.00%−65−0.3%Reduced
Gsa Capital Partners LLP19,030$1.49M0.11%+14,089+285.1%Added
Advisor Group Holdings, Inc.19,716$1.54M0.00%−1,493−7.0%Reduced
Louisiana State Employees Retirement System20,200$1.58M0.03%−800−3.8%Reduced
Mackenzie Financial Corp20,604$1.61M0.00%+7,291+54.8%Added
Connor, Clark & Lunn Investment Management Ltd.20,709$1.62M0.01%+12,703+158.7%Added
State of Tennessee, Treasury Department21,121$1.65M0.01%+1,424+7.2%Added
State of New Jersey Common Pension Fund D21,548$1.68M0.01%00.0%Unchanged
Deerfield Management Company, L.P. (Series C)22,452$1.75M0.03%+9,845+78.1%Added
Mirae Asset Global ETFs Holdings Ltd.22,666$1.77M0.00%+1,515+7.2%Added
Financial Engines Advisors L.L.C.23,202$1.81M0.00%+922+4.1%Added
Janus Henderson Group PLC23,478$1.83M0.00%+966+4.3%Added
Corebridge Financial, Inc.23,762$1.86M0.01%−252−1.0%Reduced
State of Alaska, Department of Revenue23,870$1.86M0.02%−680−2.8%Reduced
MetLife Investment Management23,870$1.87M0.01%00.0%Unchanged
Comerica Bank24,145$1.89M0.01%−541−2.2%Reduced
Illinois Municipal Retirement Fund24,263$1.90M0.03%+875+3.7%Added
American Century Companies Inc24,428$1.91M0.00%+3,845+18.7%Added
OneAscent Financial Services LLC24,755$1.94M1.39%+24,755New
Royce & Associates LP25,804$2.02M0.02%+2,698+11.7%Added
Los Angeles Capital Management LLC26,641$2.08M0.01%+5,550+26.3%Added
State of Wisconsin Investment Board27,668$2.16M0.01%−3,230−10.5%Reduced
Jefferies Financial Group Inc.28,300$2.21M0.04%+28,300New
Brandywine Global Investment Management, LLC29,689$2.33M0.02%+29,689New
Vident Advisory, LLC30,093$2.35M0.06%+10,325+52.2%Added
Schonfeld Strategic Advisors LLC30,493$2.38M0.02%+24,373+398.3%Added
Deutsche Bank AG30,605$2.39M0.00%+5,363+21.2%Added
Martingale Asset Management L P32,188$2.52M0.06%+2,131+7.1%Added
US Bancorp32,326$2.53M0.00%−100−0.3%Reduced
Thrivent Financial for Lutherans32,847$2.57M0.00%−1,865−5.4%Reduced
Balyasny Asset Management LLC33,488$2.62M0.01%+26,499+379.2%Added
Price T Rowe Associates Inc33,674$2.63M0.00%+786+2.4%Added
Franklin Resources Inc34,547$2.71M0.00%+1,804+5.5%Added
Benjamin Edwards Inc35,380$2.77M0.04%−243−0.7%Reduced
HRT Financial LP35,581$2.78M0.01%+35,581New
California State Teachers Retirement System35,870$2.80M0.00%−1,098−3.0%Reduced
Segall Bryant & Hamill, LLC37,704$2.95M0.04%+37,704New
Bridgeway Capital Management, LLC38,100$2.98M0.06%+7,100+22.9%Added
Great West Life Assurance Co40,186$3.14M0.01%−2,754−6.4%Reduced
Palisades Investment Partners, LLC41,098$3.21M1.40%+2,512+6.5%Added
Whittier Trust Co of Nevada Inc42,095$3.29M0.08%+1,249+3.1%Added
Prudential Financial Inc43,163$3.37M0.00%−1,584−3.5%Reduced
New York State Common Retirement Fund44,383$3.47M0.00%−5,373−10.8%Reduced
UBS Asset Management Americas Inc44,629$3.49M0.00%−7,097−13.7%Reduced
First Manhattan Co45,493$3.56M0.01%−200−0.4%Reduced
Wells Fargo & Company45,818$3.58M0.00%+622+1.4%Added
Alliancebernstein L.P.46,528$3.64M0.00%−165−0.4%Reduced
LSV Asset Management48,000$3.75M0.01%00.0%Unchanged
Two Sigma Investments, LP48,324$3.78M0.01%+18,472+61.9%Added
Citigroup Inc53,489$4.18M0.00%+19,324+56.6%Added
LPL Financial LLC58,028$4.54M0.00%+2,958+5.4%Added
Renaissance Technologies LLC59,310$4.64M0.01%+59,310New
D. E. Shaw & Co., Inc.63,889$4.99M0.01%+30,332+90.4%Added
Aptus Capital Advisors, LLC64,755$5.06M0.08%+8,744+15.6%Added
ExodusPoint Capital Management, LP66,500$5.20M0.05%+66,500New
Adage Capital Partners GP, L.L.C.70,000$5.47M0.01%+70,000New
Barclays PLC70,553$5.51M0.00%+55,210+359.8%Added
Victory Capital Management Inc71,518$5.59M0.01%+35,783+100.1%Added
Swiss National Bank73,500$5.74M0.00%−500−0.7%Reduced
Manufacturers Life Insurance Company, The77,268$6.04M0.01%−1,559−2.0%Reduced
Edgestream Partners, L.P.77,444$6.05M0.27%+9,749+14.4%Added
UBS Group AG79,620$6.22M0.00%+26,539+50.0%Added
Jane Street Group, LLC80,033$6.26M0.01%−4,625−5.5%Reduced
Whittier Trust Co81,749$6.39M0.09%+3,609+4.6%Added
Caisse de Depot Et Placement du Quebec82,961$6.48M0.01%+82,961New
Public Sector Pension Investment Board88,696$6.93M0.04%−3,300−3.6%Reduced
FMR LLC92,905$7.26M0.00%−45,159−32.7%Reduced
JPMorgan Chase & Co97,829$7.65M0.00%−10,677−9.8%Reduced
ProShare Advisors LLC98,381$7.69M0.02%+21,834+28.5%Added
Phocas Financial Corp.102,281$7.99M1.15%−6,256−5.8%Reduced
Rhumbline Advisers105,718$8.26M0.01%−4,449−4.0%Reduced
Marshall Wace, LLP105,959$8.28M0.01%+66,349+167.5%Added
Legal & General Group Plc110,564$8.64M0.00%−5,244−4.5%Reduced