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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 18,869 | $1.47M | 0.00% | −65−0.3% | Reduced |
| Alps Advisors Inc | 18,726 | $1.46M | 0.01% | +4,327+30.1% | Added |
| New York State Teachers Retirement System | 18,642 | $1.46M | 0.00% | −300−1.6% | Reduced |
| BNP Paribas Arbitrage, SA | 18,533 | $1.45M | 0.00% | +2,820+17.9% | Added |
| Nebula Research & Development LLC | 18,108 | $1.42M | 0.17% | +18,108 | New |
| Focus Financial Network, Inc. | 17,517 | $1.37M | 0.06% | −43−0.2% | Reduced |
| Twinbeech Capital LP | 17,362 | $1.36M | 0.03% | +17,362 | New |
| Teacher Retirement System of Texas | 17,237 | $1.35M | 0.01% | +3,014+21.2% | Added |
| Quantbot Technologies LP | 17,232 | $1.35M | 0.05% | +11,327+191.8% | Added |
| Commonwealth Equity Services, LLC | 17,143 | $1.34M | 0.00% | +359+2.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 17,074 | $1.33M | 0.00% | −253−1.5% | Reduced |
| AQR Capital Management LLC | 16,602 | $1.30M | 0.00% | +2,004+13.7% | Added |
| Yousif Capital Management, LLC | 16,274 | $1.27M | 0.01% | −540−3.2% | Reduced |
| Russell Investments Group, Ltd. | 16,150 | $1.26M | 0.00% | −255−1.6% | Reduced |
| Aquatic Capital Management LLC | 15,900 | $1.24M | 0.03% | +6,700+72.8% | Added |
| Raymond James & Associates | 15,612 | $1.22M | 0.00% | +17+0.1% | Added |
| Jackson Creek Investment Advisors LLC | 15,133 | $1.18M | 0.35% | +3,379+28.7% | Added |
| Ensign Peak Advisors, Inc | 14,660 | $1.15M | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 14,125 | $1.10M | 0.02% | −454−3.1% | Reduced |
| Holocene Advisors, LP | 13,955 | $1.09M | 0.00% | +13,955 | New |
| Teachers Retirement System of the State of Kentucky | 13,618 | $1.06M | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13,575 | $1.06M | 0.07% | −298−2.1% | Reduced |
| Winton Group Ltd | 13,509 | $1.06M | 0.07% | +9,586+244.4% | Added |
| Voya Investment Management LLC | 13,451 | $1.05M | 0.00% | −316−2.3% | Reduced |
| Natixis | 12,628 | $987.0K | 0.01% | +12,628 | New |
| International Assets Investment Management, LLC | 76,434 | $978.0K | 0.00% | +74,212+3,339.9% | Added |
| Quest Partners LLC | 12,429 | $971.5K | 0.09% | +1,694+15.8% | Added |
| Amalgamated Bank | 12,317 | $963.0K | 0.01% | −440−3.4% | Reduced |
| Advisors Asset Management, Inc. | 12,301 | $961.4K | 0.02% | +3,012+32.4% | Added |
| Dynamic Technology Lab Private Ltd | 12,211 | $955.0K | 0.10% | +8,624+240.4% | Added |
| State Board of Administration of Florida Retirement System | 12,122 | $947.5K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 12,000 | $937.9K | 0.11% | 00.0% | Unchanged |
| CWM, LLC | 11,658 | $911.0K | 0.00% | −586−4.8% | Reduced |
| 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 |
| Bank of Montreal | 11,241 | $878.0K | 0.00% | +299+2.7% | Added |
| Baird Financial Group, Inc. | 11,054 | $864.0K | 0.00% | −16,794−60.3% | Reduced |
| Guggenheim Capital LLC | 10,975 | $857.8K | 0.01% | −2,496−18.5% | Reduced |
| Arizona State Retirement System | 10,837 | $847.0K | 0.01% | +312+3.0% | Added |
| GWM Advisors LLC | 10,542 | $824.0K | 0.01% | −195−1.8% | Reduced |
| Vista Investment Partners LLC | 10,504 | $821.0K | 0.26% | −2,112−16.7% | Reduced |
| Oregon Public Employees Retirement Fund | 9,823 | $767.8K | 0.01% | −300−3.0% | Reduced |
| Engineers Gate Manager LP | 9,693 | $757.6K | 0.01% | +9,693 | New |
| Foster & Motley Inc | 9,618 | $752.0K | 0.05% | −237−2.4% | Reduced |
| Kestra Advisory Services, LLC | 9,188 | $718.1K | 0.00% | −925−9.1% | Reduced |
| Centiva Capital, LP | 9,185 | $717.9K | 0.03% | +9,185 | New |
| Cynosure Management, LLC | 9,151 | $715.2K | 0.10% | +4,829+111.7% | Added |
| Virtu Financial LLC | 9,097 | $711.0K | 0.04% | +9,097 | New |
| Sherbrooke Park Advisers LLC | 9,094 | $710.8K | 0.16% | +9,094 | New |
| Bokf, NA | 9,124 | $703.1K | 0.01% | +5,483+150.6% | Added |
| Sterling Capital Management LLC | 8,987 | $702.4K | 0.01% | +8,987 | New |
| Cambridge Investment Research Advisors, Inc. | 8,957 | $700.0K | 0.00% | +2,444+37.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,941 | $698.8K | 0.00% | −69−0.8% | Reduced |
| HSBC Holdings PLC | 8,939 | $696.9K | 0.00% | +1,183+15.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,743 | $683.4K | 0.00% | +334+4.0% | Added |
| Intech Investment Management LLC | 8,740 | $683.1K | 0.01% | +8,740 | New |
| Entropy Technologies, LP | 8,550 | $668.3K | 0.07% | +8,550 | New |
| Bremer Bank National Association | 8,384 | $655.3K | 0.12% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 8,041 | $649.6K | 0.00% | −12−0.1% | Reduced |
| James Investment Research Inc | 8,302 | $648.9K | 0.07% | +475+6.1% | Added |
| NorthRock Partners, LLC | 8,155 | $637.4K | 0.02% | −6−0.1% | Reduced |
| RBA Wealth Management, LLC | 8,106 | $633.5K | 0.24% | −1,775−18.0% | Reduced |
| XTX Topco Ltd | 7,532 | $588.7K | 0.04% | +7,532 | New |
| Gotham Asset Management, LLC | 7,495 | $585.8K | 0.01% | −214−2.8% | Reduced |
| SNS Financial Group, LLC | 7,459 | $583.0K | 0.06% | 00.0% | Unchanged |
| SEI Investments Co | 7,391 | $577.7K | 0.00% | +282+4.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,372 | $576.2K | 0.02% | +4,173+130.4% | Added |
| Creative Planning | 7,218 | $564.1K | 0.00% | +937+14.9% | Added |
| Allspring Global Investments Holdings, LLC | 7,025 | $549.1K | 0.00% | −955−12.0% | Reduced |
| D.A. Davidson & Co. | 6,705 | $524.1K | 0.00% | +30.0% | Added |
| Coldstream Capital Management Inc | 6,615 | $517.0K | 0.01% | −20.0% | Reduced |
| Mutual of America Capital Management LLC | 6,292 | $491.8K | 0.01% | −581−8.5% | Reduced |
| Pictet Asset Management Holding SA | 6,255 | $488.9K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 6,234 | $487.2K | 0.03% | +6,234 | New |
| Linden Thomas Advisory Services, LLC | 6,174 | $482.6K | 0.07% | +933+17.8% | Added |
| TD Asset Management Inc | 6,100 | $476.5K | 0.00% | −2,600−29.9% | Reduced |
| Savant Capital, LLC | 6,092 | $476.2K | 0.00% | −1,069−14.9% | Reduced |
| Cetera Investment Advisers | 6,015 | $470.1K | 0.00% | +224+3.9% | Added |
| Mariner, LLC | 5,919 | $462.6K | 0.00% | −462−7.2% | Reduced |
| Man Group plc | 5,802 | $453.5K | 0.00% | +1,805+45.2% | Added |
| Mercer Global Advisors Inc | 5,738 | $447.5K | 0.00% | −1,172−17.0% | Reduced |
| Janney Montgomery Scott LLC | 5,716 | $447.0K | 0.00% | +235+4.3% | Added |
| HighTower Advisors, LLC | 5,627 | $440.0K | 0.00% | −1,558−21.7% | Reduced |
| Avantax Advisory Services, Inc. | 5,475 | $427.9K | 0.00% | −348−6.0% | Reduced |
| EntryPoint Capital, LLC | 5,307 | $414.8K | 0.24% | +5,307 | New |
| Envestnet Asset Management Inc | 5,276 | $412.3K | 0.00% | +1,078+25.7% | Added |
| Opus Capital Group, LLC | 5,266 | $412.0K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,186 | $405.0K | 0.00% | +321+6.6% | Added |
| Hendershot Investments Inc. | 5,000 | $390.8K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 4,998 | $390.7K | 0.02% | +125+2.6% | Added |
| Hancock Whitney Corp | 4,946 | $386.6K | 0.01% | +139+2.9% | Added |
| Valtinson Bruner Financial Planning LLC | 4,937 | $385.9K | 0.13% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 4,925 | $384.9K | 0.00% | −258−5.0% | Reduced |
| Modern Wealth Management, LLC | 4,844 | $378.6K | 0.02% | +3+0.1% | Added |
| CI Private Wealth, LLC | 4,834 | $377.8K | 0.00% | +309+6.8% | Added |
| Private Advisor Group, LLC | 4,695 | $366.9K | 0.00% | −203−4.1% | Reduced |
| Public Employees Retirement Association of Colorado | 4,608 | $360.0K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 4,600 | $359.5K | 0.16% | +4,500+4,500.0% | Added |
| Alternative Investment Advisors, LLC. | 4,594 | $359.1K | 0.19% | +26+0.6% | Added |
| Lazard Asset Management LLC | 4,324 | $336.0K | 0.00% | 00.0% | Unchanged |