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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 2,880 | $212.7K | 0.00% | −2,045−41.5% | Reduced |
| CIBC Asset Management Inc | 2,881 | $212.7K | 0.00% | +2,881 | New |
| CIBC Private Wealth Group, LLC | 2,879 | $214.4K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,930 | $215.0K | 0.00% | −1,394−32.2% | Reduced |
| Xponance, Inc. | 2,946 | $217.5K | 0.00% | +246+9.1% | Added |
| Mercer Global Advisors Inc | 2,987 | $220.6K | 0.00% | −2,751−47.9% | Reduced |
| Congress Wealth Management LLC | 3,000 | $221.5K | 0.00% | −225−7.0% | Reduced |
| Flagship Harbor Advisors, LLC | 3,009 | $222.2K | 0.01% | −65−2.1% | Reduced |
| State of Wyoming | 3,011 | $222.3K | 0.03% | +775+34.7% | Added |
| Crossmark Global Holdings, Inc. | 3,129 | $231.0K | 0.00% | −15−0.5% | Reduced |
| Hancock Whitney Corp | 3,157 | $233.1K | 0.01% | −1,789−36.2% | Reduced |
| Lifelong Wealth Advisors, Inc. | 3,164 | $233.6K | 0.11% | +3,164 | New |
| Evergreen Capital Management LLC | 3,274 | $241.8K | 0.01% | +3,274 | New |
| Stifel Financial Corp | 3,389 | $250.2K | 0.00% | +348+11.4% | Added |
| Truist Financial Corp | 3,390 | $250.3K | 0.00% | +10.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,485 | $257.3K | 0.02% | −432−11.0% | Reduced |
| Atlas Brown,Inc. | 3,491 | $257.8K | 0.09% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,520 | $259.9K | 0.11% | −1,787−33.7% | Reduced |
| Axq Capital, LP | 3,568 | $263.5K | 0.12% | +3,568 | New |
| O'Shaughnessy Asset Management, LLC | 3,672 | $271.1K | 0.00% | +256+7.5% | Added |
| Chesley Taft & Associates LLC | 3,680 | $271.7K | 0.01% | 00.0% | Unchanged |
| Cynosure Management, LLC | 3,740 | $276.2K | 0.04% | −5,411−59.1% | Reduced |
| Ifrah Financial Services, Inc. | 3,777 | $278.9K | 0.08% | −2−0.1% | Reduced |
| Squarepoint Ops LLC | 3,869 | $285.7K | 0.00% | +3,869 | New |
| CIBC World Markets Corp | 3,870 | $285.8K | 0.00% | +3,870 | New |
| Steward Partners Investment Advisory, LLC | 3,991 | $294.7K | 0.00% | 00.0% | Unchanged |
| Bell Bank | 4,086 | $301.7K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,127 | $304.8K | 0.01% | +15+0.4% | Added |
| The PNC Financial Services Group, Inc. | 4,149 | $306.4K | 0.00% | +124+3.1% | Added |
| Virtus Investment Advisers, Inc. | 4,184 | $308.9K | 0.24% | 00.0% | Unchanged |
| Vestcor Inc | 4,189 | $309.0K | 0.01% | +4,189 | New |
| Wealth Forward, LLC | 4,238 | $312.9K | 0.22% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 4,246 | $313.5K | 0.05% | 00.0% | Unchanged |
| Accredited Investors Inc. | 4,267 | $315.1K | 0.02% | +25+0.6% | Added |
| Ameritas Investment Partners, Inc. | 4,328 | $319.6K | 0.01% | +207+5.0% | Added |
| Modern Wealth Management, LLC | 4,488 | $331.4K | 0.01% | −356−7.3% | Reduced |
| Guggenheim Capital LLC | 4,597 | $339.4K | 0.00% | −6,378−58.1% | Reduced |
| Public Employees Retirement Association of Colorado | 4,608 | $340.0K | 0.00% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 4,621 | $341.2K | 0.18% | +27+0.6% | Added |
| AE Wealth Management LLC | 4,662 | $344.3K | 0.00% | +4,662 | New |
| Savant Capital, LLC | 4,667 | $344.6K | 0.00% | −1,425−23.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,671 | $345.0K | 0.06% | −7,540−61.7% | Reduced |
| Cetera Investment Advisers | 4,824 | $356.2K | 0.00% | −1,191−19.8% | Reduced |
| Private Advisor Group, LLC | 4,826 | $356.3K | 0.00% | +131+2.8% | Added |
| Valtinson Bruner Financial Planning LLC | 4,937 | $364.5K | 0.13% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 5,000 | $369.2K | 0.05% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 5,156 | $381.0K | 0.00% | −560−9.8% | Reduced |
| Envestnet Asset Management Inc | 5,196 | $383.7K | 0.00% | −80−1.5% | Reduced |
| HighTower Advisors, LLC | 5,201 | $384.1K | 0.00% | −426−7.6% | Reduced |
| FMR LLC | 5,259 | $388.3K | 0.00% | −87,646−94.3% | Reduced |
| Opus Capital Group, LLC | 5,266 | $389.0K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 5,023 | $394.6K | 0.02% | +25+0.5% | Added |
| MML Investors Services, LLC | 5,351 | $395.0K | 0.00% | +165+3.2% | Added |
| Mackenzie Financial Corp | 5,958 | $439.9K | 0.00% | −14,646−71.1% | Reduced |
| Coldstream Capital Management Inc | 6,119 | $451.8K | 0.01% | −496−7.5% | Reduced |
| Assenagon Asset Management S.A. | 6,164 | $455.1K | 0.00% | +6,164 | New |
| Mutual of America Capital Management LLC | 6,337 | $467.9K | 0.01% | +45+0.7% | Added |
| Baird Financial Group, Inc. | 6,502 | $480.1K | 0.00% | −4,552−41.2% | Reduced |
| Avantax Advisory Services, Inc. | 6,736 | $497.4K | 0.00% | +1,261+23.0% | Added |
| Occudo Quantitative Strategies LP | 6,885 | $508.4K | 0.09% | +6,885 | New |
| Denali Advisors LLC | 6,911 | $510.0K | 0.05% | +6,911 | New |
| D.A. Davidson & Co. | 6,958 | $513.8K | 0.00% | +253+3.8% | Added |
| Allspring Global Investments Holdings, LLC | 7,153 | $518.1K | 0.00% | +128+1.8% | Added |
| Gotham Asset Management, LLC | 7,140 | $527.2K | 0.01% | −355−4.7% | Reduced |
| Pictet Asset Management Holding SA | 7,211 | $532.5K | 0.00% | +956+15.3% | Added |
| SNS Financial Group, LLC | 7,459 | $550.8K | 0.06% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 7,526 | $555.7K | 0.21% | −580−7.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,541 | $556.8K | 0.07% | +1,367+22.1% | Added |
| SEI Investments Co | 7,709 | $569.2K | 0.00% | +318+4.3% | Added |
| Bokf, NA | 7,851 | $572.3K | 0.01% | −1,273−14.0% | Reduced |
| Creative Planning | 7,917 | $584.6K | 0.00% | +699+9.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,178 | $603.9K | 0.02% | +806+10.9% | Added |
| James Investment Research Inc | 8,302 | $613.0K | 0.07% | 00.0% | Unchanged |
| Bremer Bank National Association | 8,384 | $619.1K | 0.12% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 8,464 | $625.0K | 0.02% | +309+3.8% | Added |
| Sanctuary Advisors, LLC | 8,094 | $628.8K | 0.00% | +53+0.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,807 | $650.3K | 0.01% | +8,807 | New |
| Two Sigma Investments, LP | 8,924 | $658.9K | 0.00% | −39,400−81.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,924 | $659.0K | 0.00% | −33−0.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,930 | $659.4K | 0.00% | −11−0.1% | Reduced |
| Kestra Advisory Services, LLC | 9,093 | $671.4K | 0.00% | −95−1.0% | Reduced |
| Foster & Motley Inc | 9,473 | $699.0K | 0.05% | −145−1.5% | Reduced |
| Two Sigma Advisers, LP | 9,500 | $701.5K | 0.00% | −2,000−17.4% | Reduced |
| Sterling Capital Management LLC | 9,629 | $711.0K | 0.01% | +642+7.1% | Added |
| HSBC Holdings PLC | 9,726 | $722.1K | 0.00% | +787+8.8% | Added |
| Oregon Public Employees Retirement Fund | 9,823 | $725.3K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 9,850 | $727.3K | 0.07% | +1,300+15.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,918 | $732.3K | 0.00% | +1,175+13.4% | Added |
| Vista Investment Partners LLC | 10,504 | $775.6K | 0.24% | 00.0% | Unchanged |
| Quest Partners LLC | 10,751 | $793.9K | 0.11% | −1,678−13.5% | Reduced |
| Bank of Montreal | 10,770 | $795.3K | 0.00% | −471−4.2% | Reduced |
| Arizona State Retirement System | 10,913 | $805.8K | 0.00% | +76+0.7% | Added |
| State Board of Administration of Florida Retirement System | 11,503 | $849.4K | 0.00% | −619−5.1% | Reduced |
| CWM, LLC | 11,982 | $885.0K | 0.00% | +324+2.8% | Added |
| NJ State Employees Deferred Compensation Plan | 12,000 | $886.1K | 0.11% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 12,043 | $889.0K | 0.01% | −54,457−81.9% | Reduced |
| Amalgamated Bank | 12,339 | $911.0K | 0.01% | +22+0.2% | Added |
| Teacher Retirement System of Texas | 12,682 | $936.0K | 0.00% | −4,555−26.4% | Reduced |
| Advisors Asset Management, Inc. | 13,044 | $963.2K | 0.02% | +743+6.0% | Added |
| North Star Investment Management Corp. | 13,578 | $1.00M | 0.07% | +30.0% | Added |