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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 112,586 | $8.80M | 0.01% | +66,673+145.2% | Added |
| Tudor Investment Corp Et Al | 125,629 | $9.82M | 0.11% | +41,966+50.2% | Added |
| Bank & Trust Co | 127,001 | $9.93M | 8.05% | −570.0% | Reduced |
| Royal Bank of Canada | 131,814 | $10.3M | 0.00% | −38,846−22.8% | Reduced |
| Trexquant Investment LP | 133,963 | $10.5M | 0.13% | +95,197+245.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 135,650 | $10.6M | 0.04% | −5,100−3.6% | Reduced |
| Ameriprise Financial Inc | 137,108 | $10.7M | 0.00% | −12,557−8.4% | Reduced |
| Federated Hermes, Inc. | 156,066 | $12.2M | 0.03% | +12,992+9.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 175,742 | $13.7M | 0.05% | −1,879−1.1% | Reduced |
| Bank of America Corp | 179,890 | $14.1M | 0.00% | +89,960+100.0% | Added |
| Goldman Sachs Group Inc | 180,791 | $14.1M | 0.00% | +72,241+66.6% | Added |
| Invesco Ltd. | 194,771 | $15.2M | 0.00% | −29,300−13.1% | Reduced |
| Qube Research & Technologies Ltd | 204,891 | $16.0M | 0.03% | +194,862+1,943.0% | Added |
| Principal Financial Group Inc | 216,899 | $17.0M | 0.01% | −10,784−4.7% | Reduced |
| Gamco Investors, Inc. Et Al | 263,442 | $20.6M | 0.21% | −10,100−3.7% | Reduced |
| Nuveen Asset Management, LLC | 283,084 | $22.1M | 0.01% | −37,564−11.7% | Reduced |
| Millennium Management LLC | 362,393 | $28.3M | 0.02% | +280,835+344.3% | Added |
| Bank of New York Mellon Corp | 396,153 | $31.0M | 0.01% | −38,852−8.9% | Reduced |
| Northern Trust Corp | 474,017 | $37.0M | 0.01% | −94,034−16.6% | Reduced |
| Gabelli Funds LLC | 474,500 | $37.1M | 0.27% | −24,700−4.9% | Reduced |
| Charles Schwab Investment Management Inc | 509,130 | $39.8M | 0.01% | +3,425+0.7% | Added |
| Morgan Stanley | 527,111 | $41.2M | 0.00% | +19,843+3.9% | Added |
| First Trust Advisors LP | 719,514 | $56.2M | 0.05% | +86,433+13.7% | Added |
| Geode Capital Management, LLC | 993,360 | $77.7M | 0.01% | −11,589−1.2% | Reduced |
| Dimensional Fund Advisors LP | 1,013,227 | $79.2M | 0.02% | −22,314−2.2% | Reduced |
| State Street Corp | 1,598,531 | $124.9M | 0.01% | +18,109+1.1% | Added |
| Vanguard Group Inc | 5,231,882 | $408.9M | 0.01% | +30,363+0.6% | Added |
| BlackRock, Inc. | 6,600,975 | $515.9M | 0.01% | +6,600,975 | New |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −43,658−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −21,066−100.0% | Sold out |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −10,679−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −10,057−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −9,273−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −7,702−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −6,085−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −4,310−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,272−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −3,785−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −3,757−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −3,305−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −2,716−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −2,601−100.0% | Sold out |
| True Vision MN LLC | 0 | $0 | 0.00% | −2,569−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −2,391−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −896−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −669−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −584−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |
| ICA Group Wealth Management, LLC | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |