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Livermore
Livermore
ZHEN

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.

Q4 2024 vs. Q3 2024

How the institutions holding Otter Tail Corp changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of OTTR: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders3282324−2
Shares26.3M34.5K27.5M+1.19M (+4.5%)
Value$2.05B$2.70M$2.03B−$20.5M (−1.0%)

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (41)

Institutions that held Otter Tail Corp at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to OTTR in Q4 2024
InstitutionSharesValue% of portfolio
Weiss Asset Management LP144,291$10.7M0.24%
Voloridge Investment Management, LLC76,860$5.68M0.02%
Buck Wealth Strategies, LLC53,929$3.98M0.83%
Jupiter Asset Management Ltd38,390$2.83M0.03%
Raymond James Financial Inc36,182$2.67M0.00%
Susquehanna International Group, LLP18,479$1.36M0.00%
Police & Firemen's Retirement System of New Jersey8,807$650.3K0.01%
Denali Advisors LLC6,911$510.0K0.05%
Occudo Quantitative Strategies LP6,885$508.4K0.09%
Assenagon Asset Management S.A.6,164$455.1K0.00%
AE Wealth Management LLC4,662$344.3K0.00%
Vestcor Inc4,189$309.0K0.01%
CIBC World Markets Corp3,870$285.8K0.00%
Squarepoint Ops LLC3,869$285.7K0.00%
Axq Capital, LP3,568$263.5K0.12%
Evergreen Capital Management LLC3,274$241.8K0.01%
Lifelong Wealth Advisors, Inc.3,164$233.6K0.11%
CIBC Asset Management Inc2,881$212.7K0.00%
Kovitz Investment Group Partners, LLC2,847$210.3K0.00%
BI Asset Management Fondsmaeglerselskab A/S2,091$154.0K0.00%
New Age Alpha Advisors, LLC1,269$93.7K0.00%
High Note Wealth, LLC1,188$87.7K0.02%
Crews Bank & Trust1,092$80.6K0.01%
Studio Investment Management LLC680$50.2K0.01%
Asset Planning,Inc500$36.9K0.03%
Vermillion Wealth Management, Inc.484$35.7K0.02%
MAI Capital Management190$14.0K0.00%
Sierra Ocean, LLC98$7.24K0.01%
Atala Financial Inc74$5.46K0.00%
Simplex Trading, LLC68$5.00K0.00%
EverSource Wealth Advisors, LLC31$2.29K0.00%
Ancora Advisors, LLC29$2.14K0.00%
Bellwether Advisors, LLC25$1.85K0.00%
Skopos Labs, Inc.14$1.03K0.00%
SBI Securities Co., Ltd.11$8120.00%
Assetmark, Inc4$2950.00%
SWAN Capital LLC4$2950.00%
Huntington National Bank3$2220.00%
Global Financial Private Client, LLC2$1480.00%
Parkworth Wealth Management, Inc.1$740.00%
YANKCOM Partnership1$740.00%

Sold out (43)

Institutions that held Otter Tail Corp at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of OTTR in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Adage Capital Partners GP, L.L.C.70,000$5.47M
LSV Asset Management48,000$3.75M
Deerfield Management Company, L.P. (Series C)22,452$1.75M
Twinbeech Capital LP17,362$1.36M
Natixis12,628$987.0K
International Assets Investment Management, LLC76,434$978.0K
Versor Investments LP11,500$898.8K
Engineers Gate Manager LP9,693$757.6K
Centiva Capital, LP9,185$717.9K
Virtu Financial LLC9,097$711.0K
Sherbrooke Park Advisers LLC9,094$710.8K
XTX Topco Ltd7,532$588.7K
Paloma Partners Management Co6,234$487.2K
TD Asset Management Inc6,100$476.5K
CI Private Wealth, LLC4,834$377.8K
nVerses Capital, LLC4,600$359.5K
Everence Capital Management Inc4,280$335.0K
SG Americas Securities, LLC3,599$281.0K
Great Valley Advisor Group, Inc.3,368$263.3K
QRG Capital Management, Inc.3,251$254.1K
Oxford Asset Management LLP3,246$253.7K
Buckingham Strategic Partners2,874$224.6K
Wiley Bros.-Aintree Capital, LLC2,655$207.5K
Scientech Research LLC2,649$207.0K
Priebe Wealth Holdings LLC2,624$205.1K
Compass Financial Group, INC2,603$203.5K
Acadian Asset Management LLC2,107$164.0K
Golden State Equity Partners731$57.1K
Goodman Advisory Group, LLC667$52.1K
Catalyst Funds Management Pty Ltd500$39.1K
Hoese & Co LLP500$39.1K
Householder Group Estate & Retirement Specialist, LLC456$35.0K
Atticus Wealth Management, LLC372$29.1K
HighMark Wealth Management LLC325$25.4K
Contravisory Investment Management, Inc.284$22.2K
SRS Capital Advisors, Inc.114$8.91K
LGT Financial Advisors LLC33$2.58K
Versant Capital Management, Inc24$1.88K
Fortitude Family Office, LLC19$1.49K
Voisard Asset Management Group, Inc.11$860
Horizon Investments, LLC9$703
Claris Advisors, LLC2$156
Capital Performance Advisors LLP2$156

Not filed for Q4 2024 yet (2)

Institutions that held Otter Tail Corp at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTTR in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James Financial Services Advisors, Inc.18,869$1.47M
Raymond James & Associates15,612$1.22M