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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.

Institutional holdersQ4 2024: 324 institutions
Q1 2021: 174 institutionsQ2 2021: 169 institutionsQ3 2021: 199 institutionsQ4 2021: 224 institutionsQ1 2022: 235 institutionsQ2 2022: 249 institutionsQ3 2022: 266 institutionsQ4 2022: 249 institutionsQ1 2023: 256 institutionsQ2 2023: 261 institutionsQ3 2023: 277 institutionsQ4 2023: 298 institutionsQ1 2024: 304 institutionsQ2 2024: 315 institutionsQ3 2024: 328 institutionsQ4 2024: 324 institutionsQ1 2025: 334 institutionsQ2 2025: 345 institutionsQ3 2025: 345 institutionsQ4 2025: 354 institutionsQ1 2026: 347 institutionsQ2 2026: 363 institutions
Value heldQ4 2024: $2.03B
Q1 2021: $887.4MQ2 2021: $935.3MQ3 2021: $1.09BQ4 2021: $1.38BQ1 2022: $1.22BQ2 2022: $1.33BQ3 2022: $1.26BQ4 2022: $1.19BQ1 2023: $1.83BQ2 2023: $1.99BQ3 2023: $1.89BQ4 2023: $2.16BQ1 2024: $2.12BQ2 2024: $2.16BQ3 2024: $2.05BQ4 2024: $2.03BQ1 2025: $2.21BQ2 2025: $2.12BQ3 2025: $2.31BQ4 2025: $2.29BQ1 2026: $2.57BQ2 2026: $2.65B
Institutions holding OTTR and their total value by quarter
QuarterHoldersValue
Q2 2026363$2.65B
Q1 2026347$2.57B
Q4 2025354$2.29B
Q3 2025345$2.31B
Q2 2025345$2.12B
Q1 2025334$2.21B
Q4 2024324$2.03B
Q3 2024328$2.05B
Q2 2024315$2.16B
Q1 2024304$2.12B
Q4 2023298$2.16B
Q3 2023277$1.89B
Q2 2023261$1.99B
Q1 2023256$1.83B
Q4 2022249$1.19B
Q3 2022266$1.26B
Q2 2022249$1.33B
Q1 2022235$1.22B
Q4 2021224$1.38B
Q3 2021199$1.09B
Q2 2021169$935.3M
Q1 2021174$887.4M

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q3 2024.

Institutions holding OTTR in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Teachers Retirement System of the State of Kentucky13,618$1.00M0.01%00.0%Unchanged
Voya Investment Management LLC13,958$1.03M0.00%+507+3.8%Added
Winton Group Ltd13,975$1.03M0.07%+466+3.4%Added
Maryland State Retirement & Pension System14,018$1.04M0.02%−107−0.8%Reduced
New York State Teachers Retirement System14,639$1.08M0.00%−4,003−21.5%Reduced
Ensign Peak Advisors, Inc14,660$1.08M0.00%00.0%Unchanged
Jackson Creek Investment Advisors LLC14,674$1.08M0.33%−459−3.0%Reduced
American Century Companies Inc14,881$1.10M0.00%−9,547−39.1%Reduced
Yousif Capital Management, LLC15,850$1.17M0.01%−424−2.6%Reduced
John G Ullman & Associates Inc16,050$1.19M0.17%+12,850+401.6%Added
Intech Investment Management LLC16,828$1.24M0.01%+8,088+92.5%Added
GWM Advisors LLC17,191$1.27M0.01%+6,649+63.1%Added
Wealth Enhancement Advisory Services, LLC17,503$1.29M0.00%+429+2.5%Added
Focus Financial Network, Inc.17,575$1.30M0.05%+58+0.3%Added
Russell Investments Group, Ltd.17,785$1.31M0.00%+1,635+10.1%Added
AQR Capital Management LLC17,894$1.32M0.00%+1,292+7.8%Added
Gsa Capital Partners LLP18,415$1.36M0.10%−615−3.2%Reduced
Susquehanna International Group, LLP18,479$1.36M0.00%+18,479New
Jane Street Group, LLC18,607$1.37M0.00%−61,426−76.8%Reduced
Aquatic Capital Management LLC18,635$1.38M0.04%+2,735+17.2%Added
Commonwealth Equity Services, LLC19,510$1.44M0.00%+2,367+13.8%Added
Nebula Research & Development LLC19,769$1.46M0.17%+1,661+9.2%Added
Louisiana State Employees Retirement System20,200$1.49M0.03%00.0%Unchanged
Alps Advisors Inc21,162$1.56M0.01%+2,436+13.0%Added
Quantbot Technologies LP21,696$1.60M0.06%+4,464+25.9%Added
Advisor Group Holdings, Inc.21,762$1.61M0.00%+2,046+10.4%Added
Corebridge Financial, Inc.22,041$1.63M0.01%−1,721−7.2%Reduced
BNP Paribas Arbitrage, SA22,151$1.64M0.00%+3,618+19.5%Added
State of Tennessee, Treasury Department22,281$1.65M0.01%+1,160+5.5%Added
Financial Engines Advisors L.L.C.22,627$1.67M0.00%−575−2.5%Reduced
Illinois Municipal Retirement Fund22,920$1.69M0.02%−1,343−5.5%Reduced
Connor, Clark & Lunn Investment Management Ltd.23,155$1.71M0.01%+2,446+11.8%Added
Mirae Asset Global ETFs Holdings Ltd.23,544$1.74M0.00%+878+3.9%Added
State of Alaska, Department of Revenue23,728$1.75M0.02%−142−0.6%Reduced
Comerica Bank23,823$1.76M0.01%−322−1.3%Reduced
State of Wisconsin Investment Board24,367$1.80M0.00%−3,301−11.9%Reduced
OneAscent Financial Services LLC24,681$1.82M0.15%−74−0.3%Reduced
MetLife Investment Management24,913$1.84M0.01%+1,043+4.4%Added
Janus Henderson Group PLC25,173$1.86M0.00%+1,695+7.2%Added
HRT Financial LP25,694$1.90M0.01%−9,887−27.8%Reduced
State of New Jersey Common Pension Fund D26,243$1.94M0.01%+4,695+21.8%Added
Segall Bryant & Hamill, LLC26,478$1.96M0.03%−11,226−29.8%Reduced
Franklin Resources Inc27,255$2.01M0.00%−7,292−21.1%Reduced
Mariner, LLC27,851$2.06M0.00%+21,932+370.5%Added
Royce & Associates LP28,555$2.11M0.02%+2,751+10.7%Added
Brandywine Global Investment Management, LLC28,589$2.11M0.02%−1,100−3.7%Reduced
Schonfeld Strategic Advisors LLC29,727$2.20M0.01%−766−2.5%Reduced
Holocene Advisors, LP29,876$2.21M0.01%+15,921+114.1%Added
Vident Advisory, LLC32,088$2.37M0.04%+1,995+6.6%Added
Thrivent Financial for Lutherans32,331$2.39M0.00%−516−1.6%Reduced
US Bancorp32,721$2.42M0.00%+395+1.2%Added
Verition Fund Management LLC33,128$2.45M0.01%+28,886+681.0%Added
Los Angeles Capital Management LLC34,381$2.54M0.01%+7,740+29.1%Added
California State Teachers Retirement System35,482$2.62M0.00%−388−1.1%Reduced
Benjamin Edwards Inc36,074$2.66M0.04%+694+2.0%Added
Raymond James Financial Inc36,182$2.67M0.00%+36,182New
Price T Rowe Associates Inc36,644$2.71M0.00%+2,970+8.8%Added
Deutsche Bank AG37,330$2.76M0.00%+6,725+22.0%Added
Martingale Asset Management L P37,787$2.79M0.07%+5,599+17.4%Added
Bridgeway Capital Management, LLC38,100$2.81M0.06%00.0%Unchanged
Jupiter Asset Management Ltd38,390$2.83M0.03%+38,390New
Renaissance Technologies LLC39,335$2.90M0.00%−19,975−33.7%Reduced
Great West Life Assurance Co40,186$2.97M0.01%00.0%Unchanged
Palisades Investment Partners, LLC40,334$2.98M1.26%−764−1.9%Reduced
Jefferies Financial Group Inc.40,618$3.00M0.03%+12,318+43.5%Added
Whittier Trust Co of Nevada Inc43,869$3.24M0.08%+1,774+4.2%Added
First Manhattan Co43,393$3.28M0.01%−2,100−4.6%Reduced
New York State Common Retirement Fund44,383$3.28M0.00%00.0%Unchanged
UBS Asset Management Americas Inc45,696$3.37M0.00%+1,067+2.4%Added
Prudential Financial Inc42,508$3.42M0.00%−655−1.5%Reduced
Man Group plc47,003$3.47M0.01%+41,201+710.1%Added
Alliancebernstein L.P.47,668$3.52M0.00%+1,140+2.5%Added
Balyasny Asset Management LLC47,953$3.54M0.01%+14,465+43.2%Added
Wells Fargo & Company52,149$3.85M0.00%+6,331+13.8%Added
Buck Wealth Strategies, LLC53,929$3.98M0.83%+53,929New
Citigroup Inc57,780$4.27M0.00%+4,291+8.0%Added
LPL Financial LLC59,865$4.42M0.00%+1,837+3.2%Added
Swiss National Bank74,000$5.46M0.00%+500+0.7%Added
Barclays PLC75,764$5.59M0.00%+5,211+7.4%Added
Voloridge Investment Management, LLC76,860$5.68M0.02%+76,860New
Manufacturers Life Insurance Company, The79,190$5.85M0.01%+1,922+2.5%Added
Aptus Capital Advisors, LLC79,294$5.86M0.07%+14,539+22.5%Added
D. E. Shaw & Co., Inc.82,315$6.08M0.01%+18,426+28.8%Added
Edgestream Partners, L.P.83,370$6.16M0.26%+5,926+7.7%Added
Whittier Trust Co84,750$6.26M0.08%+3,001+3.7%Added
Marshall Wace, LLP86,855$6.41M0.01%−19,104−18.0%Reduced
Trexquant Investment LP99,064$7.31M0.09%−34,899−26.1%Reduced
Phocas Financial Corp.101,445$7.49M1.00%−836−0.8%Reduced
Public Sector Pension Investment Board104,178$7.69M0.03%+15,482+17.5%Added
Tudor Investment Corp Et Al106,973$7.90M0.08%−18,656−14.9%Reduced
Rhumbline Advisers108,714$8.03M0.01%+2,996+2.8%Added
Legal & General Group Plc110,522$8.16M0.00%−420.0%Reduced
ProShare Advisors LLC111,467$8.23M0.02%+13,086+13.3%Added
Royal Bank of Canada113,672$8.39M0.00%−18,142−13.8%Reduced
Victory Capital Management Inc115,211$8.51M0.01%+43,693+61.1%Added
Bank & Trust Co125,379$9.26M7.77%−1,622−1.3%Reduced
Ameriprise Financial Inc137,092$10.1M0.00%−160.0%Reduced
Weiss Asset Management LP144,291$10.7M0.24%+144,291New
Fuller & Thaler Asset Management, Inc.154,562$11.4M0.04%−21,180−12.1%Reduced
Nuveen Asset Management, LLC164,396$12.1M0.00%−118,688−41.9%Reduced