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, Q4 2024
Institutional positions in Otter Tail Corp as of Dec 31, 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
- 324
- −2 vs. Q3 2024
- Shares held
- 27.5M
- +1.19M (+4.5%) vs. Q3 2024
- Total value
- $2.03B
- −$20.5M (−1.0%) vs. Q3 2024
- New holders
- 41
- 127 more added
- Sold out
- 43
- 95 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,980,216 | $515.4M | 0.01% | +379,241+5.7% | Added |
| Vanguard Group Inc | 5,275,068 | $389.5M | 0.01% | +43,186+0.8% | Added |
| State Street Corp | 1,660,768 | $122.6M | 0.00% | +62,237+3.9% | Added |
| Geode Capital Management, LLC | 991,751 | $73.2M | 0.01% | −1,609−0.2% | Reduced |
| Dimensional Fund Advisors LP | 968,839 | $71.5M | 0.02% | −44,388−4.4% | Reduced |
| First Trust Advisors LP | 682,228 | $50.4M | 0.04% | −37,286−5.2% | Reduced |
| Northern Trust Corp | 545,618 | $40.3M | 0.01% | +71,601+15.1% | Added |
| Charles Schwab Investment Management Inc | 536,545 | $39.6M | 0.01% | +27,415+5.4% | Added |
| Morgan Stanley | 511,693 | $37.8M | 0.00% | −15,418−2.9% | Reduced |
| Gabelli Funds LLC | 472,500 | $34.9M | 0.26% | −2,000−0.4% | Reduced |
| Millennium Management LLC | 411,281 | $30.4M | 0.03% | +48,888+13.5% | Added |
| Bank of New York Mellon Corp | 405,146 | $29.9M | 0.01% | +8,993+2.3% | Added |
| Invesco Ltd. | 291,344 | $21.5M | 0.00% | +96,573+49.6% | Added |
| Gamco Investors, Inc. Et Al | 273,692 | $20.2M | 0.21% | +10,250+3.9% | Added |
| UBS Group AG | 262,317 | $19.4M | 0.00% | +182,697+229.5% | Added |
| Goldman Sachs Group Inc | 254,870 | $18.8M | 0.00% | +74,079+41.0% | Added |
| Bank of America Corp | 226,126 | $16.7M | 0.00% | +46,236+25.7% | Added |
| Principal Financial Group Inc | 225,987 | $16.7M | 0.01% | +9,088+4.2% | Added |
| Caisse de Depot Et Placement du Quebec | 223,005 | $16.5M | 0.03% | +140,044+168.8% | Added |
| Citadel Advisors LLC | 215,530 | $15.9M | 0.01% | +102,944+91.4% | Added |
| Qube Research & Technologies Ltd | 205,118 | $15.1M | 0.02% | +227+0.1% | Added |
| JPMorgan Chase & Co | 189,345 | $14.0M | 0.00% | +91,516+93.5% | Added |
| Federated Hermes, Inc. | 181,618 | $13.4M | 0.03% | +25,552+16.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 171,660 | $12.7M | 0.04% | +36,010+26.5% | Added |
| Nuveen Asset Management, LLC | 164,396 | $12.1M | 0.00% | −118,688−41.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 154,562 | $11.4M | 0.04% | −21,180−12.1% | Reduced |
| Weiss Asset Management LP | 144,291 | $10.7M | 0.24% | +144,291 | New |
| Ameriprise Financial Inc | 137,092 | $10.1M | 0.00% | −160.0% | Reduced |
| Bank & Trust Co | 125,379 | $9.26M | 7.77% | −1,622−1.3% | Reduced |
| Victory Capital Management Inc | 115,211 | $8.51M | 0.01% | +43,693+61.1% | Added |
| Royal Bank of Canada | 113,672 | $8.39M | 0.00% | −18,142−13.8% | Reduced |
| ProShare Advisors LLC | 111,467 | $8.23M | 0.02% | +13,086+13.3% | Added |
| Legal & General Group Plc | 110,522 | $8.16M | 0.00% | −420.0% | Reduced |
| Rhumbline Advisers | 108,714 | $8.03M | 0.01% | +2,996+2.8% | Added |
| Tudor Investment Corp Et Al | 106,973 | $7.90M | 0.08% | −18,656−14.9% | Reduced |
| Public Sector Pension Investment Board | 104,178 | $7.69M | 0.03% | +15,482+17.5% | Added |
| Phocas Financial Corp. | 101,445 | $7.49M | 1.00% | −836−0.8% | Reduced |
| Trexquant Investment LP | 99,064 | $7.31M | 0.09% | −34,899−26.1% | Reduced |
| Marshall Wace, LLP | 86,855 | $6.41M | 0.01% | −19,104−18.0% | Reduced |
| Whittier Trust Co | 84,750 | $6.26M | 0.08% | +3,001+3.7% | Added |
| Edgestream Partners, L.P. | 83,370 | $6.16M | 0.26% | +5,926+7.7% | Added |
| D. E. Shaw & Co., Inc. | 82,315 | $6.08M | 0.01% | +18,426+28.8% | Added |
| Aptus Capital Advisors, LLC | 79,294 | $5.86M | 0.07% | +14,539+22.5% | Added |
| Manufacturers Life Insurance Company, The | 79,190 | $5.85M | 0.01% | +1,922+2.5% | Added |
| Voloridge Investment Management, LLC | 76,860 | $5.68M | 0.02% | +76,860 | New |
| Barclays PLC | 75,764 | $5.59M | 0.00% | +5,211+7.4% | Added |
| Swiss National Bank | 74,000 | $5.46M | 0.00% | +500+0.7% | Added |
| LPL Financial LLC | 59,865 | $4.42M | 0.00% | +1,837+3.2% | Added |
| Citigroup Inc | 57,780 | $4.27M | 0.00% | +4,291+8.0% | Added |
| Buck Wealth Strategies, LLC | 53,929 | $3.98M | 0.83% | +53,929 | New |
| Wells Fargo & Company | 52,149 | $3.85M | 0.00% | +6,331+13.8% | Added |
| Balyasny Asset Management LLC | 47,953 | $3.54M | 0.01% | +14,465+43.2% | Added |
| Alliancebernstein L.P. | 47,668 | $3.52M | 0.00% | +1,140+2.5% | Added |
| Man Group plc | 47,003 | $3.47M | 0.01% | +41,201+710.1% | Added |
| Prudential Financial Inc | 42,508 | $3.42M | 0.00% | −655−1.5% | Reduced |
| UBS Asset Management Americas Inc | 45,696 | $3.37M | 0.00% | +1,067+2.4% | Added |
| New York State Common Retirement Fund | 44,383 | $3.28M | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 43,393 | $3.28M | 0.01% | −2,100−4.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 43,869 | $3.24M | 0.08% | +1,774+4.2% | Added |
| Jefferies Financial Group Inc. | 40,618 | $3.00M | 0.03% | +12,318+43.5% | Added |
| Palisades Investment Partners, LLC | 40,334 | $2.98M | 1.26% | −764−1.9% | Reduced |
| Great West Life Assurance Co | 40,186 | $2.97M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 39,335 | $2.90M | 0.00% | −19,975−33.7% | Reduced |
| Jupiter Asset Management Ltd | 38,390 | $2.83M | 0.03% | +38,390 | New |
| Bridgeway Capital Management, LLC | 38,100 | $2.81M | 0.06% | 00.0% | Unchanged |
| Martingale Asset Management L P | 37,787 | $2.79M | 0.07% | +5,599+17.4% | Added |
| Deutsche Bank AG | 37,330 | $2.76M | 0.00% | +6,725+22.0% | Added |
| Price T Rowe Associates Inc | 36,644 | $2.71M | 0.00% | +2,970+8.8% | Added |
| Raymond James Financial Inc | 36,182 | $2.67M | 0.00% | +36,182 | New |
| Benjamin Edwards Inc | 36,074 | $2.66M | 0.04% | +694+2.0% | Added |
| California State Teachers Retirement System | 35,482 | $2.62M | 0.00% | −388−1.1% | Reduced |
| Los Angeles Capital Management LLC | 34,381 | $2.54M | 0.01% | +7,740+29.1% | Added |
| Verition Fund Management LLC | 33,128 | $2.45M | 0.01% | +28,886+681.0% | Added |
| US Bancorp | 32,721 | $2.42M | 0.00% | +395+1.2% | Added |
| Thrivent Financial for Lutherans | 32,331 | $2.39M | 0.00% | −516−1.6% | Reduced |
| Vident Advisory, LLC | 32,088 | $2.37M | 0.04% | +1,995+6.6% | Added |
| Holocene Advisors, LP | 29,876 | $2.21M | 0.01% | +15,921+114.1% | Added |
| Schonfeld Strategic Advisors LLC | 29,727 | $2.20M | 0.01% | −766−2.5% | Reduced |
| Brandywine Global Investment Management, LLC | 28,589 | $2.11M | 0.02% | −1,100−3.7% | Reduced |
| Royce & Associates LP | 28,555 | $2.11M | 0.02% | +2,751+10.7% | Added |
| Mariner, LLC | 27,851 | $2.06M | 0.00% | +21,932+370.5% | Added |
| Franklin Resources Inc | 27,255 | $2.01M | 0.00% | −7,292−21.1% | Reduced |
| Segall Bryant & Hamill, LLC | 26,478 | $1.96M | 0.03% | −11,226−29.8% | Reduced |
| State of New Jersey Common Pension Fund D | 26,243 | $1.94M | 0.01% | +4,695+21.8% | Added |
| HRT Financial LP | 25,694 | $1.90M | 0.01% | −9,887−27.8% | Reduced |
| Janus Henderson Group PLC | 25,173 | $1.86M | 0.00% | +1,695+7.2% | Added |
| MetLife Investment Management | 24,913 | $1.84M | 0.01% | +1,043+4.4% | Added |
| OneAscent Financial Services LLC | 24,681 | $1.82M | 0.15% | −74−0.3% | Reduced |
| State of Wisconsin Investment Board | 24,367 | $1.80M | 0.00% | −3,301−11.9% | Reduced |
| Comerica Bank | 23,823 | $1.76M | 0.01% | −322−1.3% | Reduced |
| State of Alaska, Department of Revenue | 23,728 | $1.75M | 0.02% | −142−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 23,544 | $1.74M | 0.00% | +878+3.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 23,155 | $1.71M | 0.01% | +2,446+11.8% | Added |
| Illinois Municipal Retirement Fund | 22,920 | $1.69M | 0.02% | −1,343−5.5% | Reduced |
| Financial Engines Advisors L.L.C. | 22,627 | $1.67M | 0.00% | −575−2.5% | Reduced |
| State of Tennessee, Treasury Department | 22,281 | $1.65M | 0.01% | +1,160+5.5% | Added |
| BNP Paribas Arbitrage, SA | 22,151 | $1.64M | 0.00% | +3,618+19.5% | Added |
| Corebridge Financial, Inc. | 22,041 | $1.63M | 0.01% | −1,721−7.2% | Reduced |
| Advisor Group Holdings, Inc. | 21,762 | $1.61M | 0.00% | +2,046+10.4% | Added |
| Quantbot Technologies LP | 21,696 | $1.60M | 0.06% | +4,464+25.9% | Added |