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 |
|---|---|---|---|---|---|
| Hotchkis & Wiley Capital Management LLC | 171,660 | $12.7M | 0.04% | +36,010+26.5% | Added |
| Federated Hermes, Inc. | 181,618 | $13.4M | 0.03% | +25,552+16.4% | Added |
| JPMorgan Chase & Co | 189,345 | $14.0M | 0.00% | +91,516+93.5% | Added |
| Qube Research & Technologies Ltd | 205,118 | $15.1M | 0.02% | +227+0.1% | Added |
| Citadel Advisors LLC | 215,530 | $15.9M | 0.01% | +102,944+91.4% | Added |
| Caisse de Depot Et Placement du Quebec | 223,005 | $16.5M | 0.03% | +140,044+168.8% | Added |
| Principal Financial Group Inc | 225,987 | $16.7M | 0.01% | +9,088+4.2% | Added |
| Bank of America Corp | 226,126 | $16.7M | 0.00% | +46,236+25.7% | Added |
| Goldman Sachs Group Inc | 254,870 | $18.8M | 0.00% | +74,079+41.0% | Added |
| UBS Group AG | 262,317 | $19.4M | 0.00% | +182,697+229.5% | Added |
| Gamco Investors, Inc. Et Al | 273,692 | $20.2M | 0.21% | +10,250+3.9% | Added |
| Invesco Ltd. | 291,344 | $21.5M | 0.00% | +96,573+49.6% | Added |
| Bank of New York Mellon Corp | 405,146 | $29.9M | 0.01% | +8,993+2.3% | Added |
| Millennium Management LLC | 411,281 | $30.4M | 0.03% | +48,888+13.5% | Added |
| Gabelli Funds LLC | 472,500 | $34.9M | 0.26% | −2,000−0.4% | Reduced |
| Morgan Stanley | 511,693 | $37.8M | 0.00% | −15,418−2.9% | Reduced |
| Charles Schwab Investment Management Inc | 536,545 | $39.6M | 0.01% | +27,415+5.4% | Added |
| Northern Trust Corp | 545,618 | $40.3M | 0.01% | +71,601+15.1% | Added |
| First Trust Advisors LP | 682,228 | $50.4M | 0.04% | −37,286−5.2% | Reduced |
| Dimensional Fund Advisors LP | 968,839 | $71.5M | 0.02% | −44,388−4.4% | Reduced |
| Geode Capital Management, LLC | 991,751 | $73.2M | 0.01% | −1,609−0.2% | Reduced |
| State Street Corp | 1,660,768 | $122.6M | 0.00% | +62,237+3.9% | Added |
| Vanguard Group Inc | 5,275,068 | $389.5M | 0.01% | +43,186+0.8% | Added |
| BlackRock, Inc. | 6,980,216 | $515.4M | 0.01% | +379,241+5.7% | Added |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −48,000−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −22,452−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −17,362−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −12,628−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −76,434−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,693−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −9,185−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,097−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −9,094−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,532−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −6,234−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −4,834−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −4,280−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,599−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −3,368−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −3,251−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −3,246−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −2,874−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −2,655−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,649−100.0% | Sold out |
| Priebe Wealth Holdings LLC | 0 | $0 | 0.00% | −2,624−100.0% | Sold out |
| Compass Financial Group, INC | 0 | $0 | 0.00% | −2,603−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,107−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −731−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Hoese & Co LLP | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −456−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −372−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |