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 |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $74 | 0.00% | +1 | New |
| YANKCOM Partnership | 1 | $74 | 0.00% | +1 | New |
| Coppell Advisory Solutions LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $148 | 0.00% | +2 | New |
| NBC Securities, Inc. | 2 | $181 | 0.02% | −2,203−99.9% | Reduced |
| Huntington National Bank | 3 | $222 | 0.00% | +3 | New |
| Assetmark, Inc | 4 | $295 | 0.00% | +4 | New |
| SWAN Capital LLC | 4 | $295 | 0.00% | +4 | New |
| Larson Financial Group LLC | 6 | $443 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $444 | 0.00% | −2−25.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $517 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 11 | $812 | 0.00% | +11 | New |
| Glen Eagle Advisors, LLC | 11 | $826 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 12 | $886 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 14 | $1.03K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 14 | $1.03K | 0.00% | +14 | New |
| Rothschild Investment LLC | 20 | $1.48K | 0.00% | −15−42.9% | Reduced |
| Parkside Financial Bank & Trust | 23 | $1.70K | 0.00% | +2+9.5% | Added |
| Bellwether Advisors, LLC | 25 | $1.85K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 27 | $1.99K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $2.07K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 29 | $2.14K | 0.00% | +2+7.4% | Added |
| Ancora Advisors, LLC | 29 | $2.14K | 0.00% | +29 | New |
| EverSource Wealth Advisors, LLC | 31 | $2.29K | 0.00% | +31 | New |
| Massmutual Trust Co FSB | 34 | $2.51K | 0.00% | −2−5.6% | Reduced |
| Lindbrook Capital, LLC | 40 | $2.95K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 40 | $2.95K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 54 | $3.99K | 0.00% | +25+86.2% | Added |
| Global Wealth Strategies & Associates | 55 | $4.06K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 62 | $4.58K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 66 | $4.87K | 0.00% | +19+40.4% | Added |
| Simplex Trading, LLC | 68 | $5.00K | 0.00% | +68 | New |
| GeoWealth Management, LLC | 70 | $5.17K | 0.00% | −4−5.4% | Reduced |
| Atala Financial Inc | 74 | $5.46K | 0.00% | +74 | New |
| Broadwater Capital Management LLC | 95 | $7.01K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 96 | $7.09K | 0.00% | +5+5.5% | Added |
| Sierra Ocean, LLC | 98 | $7.24K | 0.01% | +98 | New |
| BOK Financial Private Wealth, Inc. | 106 | $7.84K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 115 | $8.49K | 0.00% | +5+4.5% | Added |
| Salomon & Ludwin, LLC | 133 | $9.82K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 151 | $11.0K | 0.00% | +73+93.6% | Added |
| Principal Securities, Inc. | 157 | $11.6K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 159 | $11.7K | 0.00% | −141−47.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 160 | $11.8K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 168 | $12.0K | 0.00% | +36+27.3% | Added |
| MAI Capital Management | 190 | $14.0K | 0.00% | +190 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 193 | $14.3K | 0.00% | −23−10.6% | Reduced |
| Independence Bank of Kentucky | 200 | $14.8K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $14.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 204 | $15.1K | 0.00% | −633−75.6% | Reduced |
| Smartleaf Asset Management LLC | 203 | $15.1K | 0.00% | −21−9.4% | Reduced |
| Hemington Wealth Management | 230 | $16.0K | 0.00% | +5+2.2% | Added |
| Farther Finance Advisors, LLC | 219 | $16.2K | 0.00% | −28−11.3% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $16.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 250 | $18.5K | 0.00% | −3,232−92.8% | Reduced |
| Byrne Asset Management LLC | 250 | $18.5K | 0.01% | +10+4.2% | Added |
| GAMMA Investing LLC | 323 | $23.9K | 0.00% | −357−52.5% | Reduced |
| TD Private Client Wealth LLC | 329 | $24.3K | 0.00% | +68+26.1% | Added |
| West Financial Advisors, LLC | 334 | $24.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 371 | $27.4K | 0.00% | +1+0.3% | Added |
| Chilton Capital Management LLC | 426 | $31.5K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 454 | $33.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 464 | $34.3K | 0.00% | −986−68.0% | Reduced |
| Vermillion Wealth Management, Inc. | 484 | $35.7K | 0.02% | +484 | New |
| Bryn Mawr Trust Co | 500 | $36.9K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 500 | $36.9K | 0.03% | +500 | New |
| Public Employees Retirement System of Ohio | 527 | $38.9K | 0.00% | +32+6.5% | Added |
| Allworth Financial LP | 638 | $50.1K | 0.00% | +91+16.6% | Added |
| Studio Investment Management LLC | 680 | $50.2K | 0.01% | +680 | New |
| Geneos Wealth Management Inc. | 742 | $54.8K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 756 | $55.8K | 0.03% | −10−1.3% | Reduced |
| USA Financial Portformulas Corp | 783 | $57.8K | 0.01% | −49−5.9% | Reduced |
| STRS Ohio | 800 | $59.1K | 0.00% | −600−42.9% | Reduced |
| Fifth Third Bancorp | 840 | $62.0K | 0.00% | +52+6.6% | Added |
| Armstrong Advisory Group, Inc | 860 | $63.5K | 0.01% | −820−48.8% | Reduced |
| Trust Co of Vermont | 904 | $66.8K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 916 | $68.0K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $73.8K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,036 | $76.5K | 0.03% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,092 | $80.6K | 0.01% | +1,092 | New |
| Abound Wealth Management | 1,152 | $85.0K | 0.03% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1,188 | $87.7K | 0.02% | +1,188 | New |
| Global Retirement Partners, LLC | 1,232 | $90.9K | 0.00% | −204−14.2% | Reduced |
| New Age Alpha Advisors, LLC | 1,269 | $93.7K | 0.00% | +1,269 | New |
| Nisa Investment Advisors, LLC | 1,502 | $110.9K | 0.00% | +333+28.5% | Added |
| DekaBank Deutsche Girozentrale | 1,526 | $112.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,536 | $113.4K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,606 | $119.0K | 0.00% | +358+28.7% | Added |
| ORG Partners LLC | 1,643 | $121.3K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,715 | $126.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,845 | $136.2K | 0.00% | +335+22.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,091 | $154.0K | 0.00% | +2,091 | New |
| Jones Financial Companies LLLP | 2,116 | $156.3K | 0.00% | +1,192+129.0% | Added |
| Covestor Ltd | 2,660 | $196.0K | 0.12% | +1,097+70.2% | Added |
| Great Waters Wealth Management | 2,739 | $202.2K | 0.03% | +4+0.1% | Added |
| Quantinno Capital Management LP | 2,760 | $203.8K | 0.00% | +146+5.6% | Added |
| Wealth Alliance Advisory Group, LLC | 2,779 | $205.2K | 0.04% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 2,847 | $210.3K | 0.00% | +2,847 | New |