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 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 4,280 | $335.0K | 0.02% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 4,246 | $331.9K | 0.06% | 00.0% | Unchanged |
| Accredited Investors Inc. | 4,242 | $331.6K | 0.02% | +25+0.6% | Added |
| Verition Fund Management LLC | 4,242 | $331.6K | 0.00% | −121−2.8% | Reduced |
| Wealth Forward, LLC | 4,238 | $331.2K | 0.23% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 4,184 | $327.0K | 0.26% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,121 | $322.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,112 | $321.4K | 0.01% | +24+0.6% | Added |
| Bell Bank | 4,086 | $319.4K | 0.04% | −1,000−19.7% | Reduced |
| The PNC Financial Services Group, Inc. | 4,025 | $314.6K | 0.00% | −153−3.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,991 | $311.9K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,917 | $306.2K | 0.02% | +3,917 | New |
| Ifrah Financial Services, Inc. | 3,779 | $295.4K | 0.08% | +29+0.8% | Added |
| Chesley Taft & Associates LLC | 3,680 | $287.6K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,599 | $281.0K | 0.00% | +1,818+102.1% | Added |
| Atlas Brown,Inc. | 3,491 | $272.9K | 0.09% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,482 | $272.2K | 0.02% | −6−0.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,416 | $268.4K | 0.00% | −160−4.5% | Reduced |
| Truist Financial Corp | 3,389 | $264.9K | 0.00% | −8,821−72.2% | Reduced |
| Great Valley Advisor Group, Inc. | 3,368 | $263.3K | 0.01% | +19+0.6% | Added |
| QRG Capital Management, Inc. | 3,251 | $254.1K | 0.00% | −1,845−36.2% | Reduced |
| Oxford Asset Management LLP | 3,246 | $253.7K | 0.21% | +3,246 | New |
| Congress Wealth Management LLC | 3,225 | $252.1K | 0.00% | +3,225 | New |
| John G Ullman & Associates Inc | 3,200 | $250.1K | 0.04% | +3,200 | New |
| Crossmark Global Holdings, Inc. | 3,144 | $245.0K | 0.00% | +283+9.9% | Added |
| Flagship Harbor Advisors, LLC | 3,074 | $240.3K | 0.01% | +50+1.7% | Added |
| Stifel Financial Corp | 3,041 | $237.7K | 0.00% | +3,041 | New |
| CIBC Private Wealth Group, LLC | 2,879 | $225.0K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,874 | $224.6K | 0.00% | −10−0.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,779 | $217.2K | 0.05% | 00.0% | Unchanged |
| Great Waters Wealth Management | 2,735 | $213.8K | 0.03% | +3+0.1% | Added |
| Xponance, Inc. | 2,700 | $211.0K | 0.00% | +87+3.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,655 | $207.5K | 0.00% | +2,655 | New |
| Scientech Research LLC | 2,649 | $207.0K | 0.04% | +2,649 | New |
| Priebe Wealth Holdings LLC | 2,624 | $205.1K | 0.15% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,614 | $204.3K | 0.00% | +162+6.6% | Added |
| Compass Financial Group, INC | 2,603 | $203.5K | 0.04% | −88−3.3% | Reduced |
| State of Wyoming | 2,236 | $174.8K | 0.02% | +1,290+136.4% | Added |
| NBC Securities, Inc. | 2,205 | $172.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,107 | $164.0K | 0.00% | +2,107 | New |
| JNBA Financial Advisors | 1,715 | $134.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,680 | $131.3K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 1,643 | $128.4K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,450 | $127.0K | 0.00% | −130−8.2% | Reduced |
| Covestor Ltd | 1,563 | $122.0K | 0.08% | +439+39.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,536 | $120.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,510 | $118.0K | 0.00% | −4,265−73.9% | Reduced |
| DekaBank Deutsche Girozentrale | 1,526 | $117.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,436 | $112.2K | 0.00% | −21−1.4% | Reduced |
| STRS Ohio | 1,400 | $109.4K | 0.00% | −1,100−44.0% | Reduced |
| KBC Group NV | 1,248 | $98.0K | 0.00% | +272+27.9% | Added |
| Nisa Investment Advisors, LLC | 1,169 | $91.4K | 0.00% | −4,403−79.0% | Reduced |
| Abound Wealth Management | 1,152 | $90.0K | 0.03% | −1−0.1% | Reduced |
| Financial Perspectives, Inc | 1,036 | $81.0K | 0.03% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $78.2K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 924 | $72.2K | 0.00% | +277+42.8% | Added |
| Shell Asset Management Co | 916 | $72.0K | 0.00% | +916 | New |
| Trust Co of Vermont | 904 | $70.7K | 0.00% | +104+13.0% | Added |
| Quadrant Capital Group LLC | 837 | $65.4K | 0.00% | −11−1.3% | Reduced |
| USA Financial Portformulas Corp | 832 | $65.0K | 0.01% | −135−14.0% | Reduced |
| Fifth Third Bancorp | 788 | $61.6K | 0.00% | −26−3.2% | Reduced |
| C M Bidwell & Associates Ltd | 766 | $59.9K | 0.04% | −224−22.6% | Reduced |
| Geneos Wealth Management Inc. | 742 | $58.0K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 731 | $57.1K | 0.01% | +731 | New |
| GAMMA Investing LLC | 680 | $53.1K | 0.01% | +23+3.5% | Added |
| Goodman Advisory Group, LLC | 667 | $52.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 547 | $42.7K | 0.00% | +312+132.8% | Added |
| 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 |
| Hoese & Co LLP | 500 | $39.1K | 0.03% | +500 | New |
| Public Employees Retirement System of Ohio | 495 | $38.7K | 0.00% | +16+3.3% | Added |
| Cherry Tree Wealth Management, LLC | 454 | $35.5K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 456 | $35.0K | 0.01% | +456 | New |
| Chilton Capital Management LLC | 426 | $33.3K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 372 | $29.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 370 | $28.9K | 0.00% | −245−39.8% | Reduced |
| West Financial Advisors, LLC | 334 | $26.1K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 325 | $25.4K | 0.01% | +2+0.6% | Added |
| Leonteq Securities AG | 300 | $23.4K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 284 | $22.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 261 | $20.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 247 | $19.3K | 0.00% | +114+85.7% | Added |
| Byrne Asset Management LLC | 240 | $18.8K | 0.01% | +240 | New |
| Smartleaf Asset Management LLC | 224 | $17.5K | 0.00% | +5+2.3% | Added |
| Nomura Asset Management Co Ltd | 220 | $17.2K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 225 | $17.0K | 0.00% | +225 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 216 | $16.9K | 0.00% | +1+0.5% | Added |
| Independence Bank of Kentucky | 200 | $15.6K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $15.6K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 160 | $12.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 157 | $12.2K | 0.00% | +1+0.6% | Added |
| Salomon & Ludwin, LLC | 133 | $10.4K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 132 | $10.0K | 0.00% | +132 | New |
| SRS Capital Advisors, Inc. | 114 | $8.91K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 110 | $8.60K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 106 | $8.30K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 95 | $7.42K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 91 | $7.11K | 0.00% | −41−31.1% | Reduced |
| Bessemer Group Inc | 78 | $6.00K | 0.00% | +45+136.4% | Added |
| GeoWealth Management, LLC | 74 | $5.78K | 0.00% | +74 | New |