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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 21,162 | $1.56M | 0.01% | +2,436+13.0% | Added |
| Louisiana State Employees Retirement System | 20,200 | $1.49M | 0.03% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 19,769 | $1.46M | 0.17% | +1,661+9.2% | Added |
| Commonwealth Equity Services, LLC | 19,510 | $1.44M | 0.00% | +2,367+13.8% | Added |
| Aquatic Capital Management LLC | 18,635 | $1.38M | 0.04% | +2,735+17.2% | Added |
| Jane Street Group, LLC | 18,607 | $1.37M | 0.00% | −61,426−76.8% | Reduced |
| Susquehanna International Group, LLP | 18,479 | $1.36M | 0.00% | +18,479 | New |
| Gsa Capital Partners LLP | 18,415 | $1.36M | 0.10% | −615−3.2% | Reduced |
| AQR Capital Management LLC | 17,894 | $1.32M | 0.00% | +1,292+7.8% | Added |
| Russell Investments Group, Ltd. | 17,785 | $1.31M | 0.00% | +1,635+10.1% | Added |
| Focus Financial Network, Inc. | 17,575 | $1.30M | 0.05% | +58+0.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 17,503 | $1.29M | 0.00% | +429+2.5% | Added |
| GWM Advisors LLC | 17,191 | $1.27M | 0.01% | +6,649+63.1% | Added |
| Intech Investment Management LLC | 16,828 | $1.24M | 0.01% | +8,088+92.5% | Added |
| John G Ullman & Associates Inc | 16,050 | $1.19M | 0.17% | +12,850+401.6% | Added |
| Yousif Capital Management, LLC | 15,850 | $1.17M | 0.01% | −424−2.6% | Reduced |
| American Century Companies Inc | 14,881 | $1.10M | 0.00% | −9,547−39.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 14,674 | $1.08M | 0.33% | −459−3.0% | Reduced |
| Ensign Peak Advisors, Inc | 14,660 | $1.08M | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 14,639 | $1.08M | 0.00% | −4,003−21.5% | Reduced |
| Maryland State Retirement & Pension System | 14,018 | $1.04M | 0.02% | −107−0.8% | Reduced |
| Winton Group Ltd | 13,975 | $1.03M | 0.07% | +466+3.4% | Added |
| Voya Investment Management LLC | 13,958 | $1.03M | 0.00% | +507+3.8% | Added |
| Teachers Retirement System of the State of Kentucky | 13,618 | $1.00M | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13,578 | $1.00M | 0.07% | +30.0% | Added |
| Advisors Asset Management, Inc. | 13,044 | $963.2K | 0.02% | +743+6.0% | Added |
| Teacher Retirement System of Texas | 12,682 | $936.0K | 0.00% | −4,555−26.4% | Reduced |
| Amalgamated Bank | 12,339 | $911.0K | 0.01% | +22+0.2% | Added |
| ExodusPoint Capital Management, LP | 12,043 | $889.0K | 0.01% | −54,457−81.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 12,000 | $886.1K | 0.11% | 00.0% | Unchanged |
| CWM, LLC | 11,982 | $885.0K | 0.00% | +324+2.8% | Added |
| State Board of Administration of Florida Retirement System | 11,503 | $849.4K | 0.00% | −619−5.1% | Reduced |
| Arizona State Retirement System | 10,913 | $805.8K | 0.00% | +76+0.7% | Added |
| Bank of Montreal | 10,770 | $795.3K | 0.00% | −471−4.2% | Reduced |
| Quest Partners LLC | 10,751 | $793.9K | 0.11% | −1,678−13.5% | Reduced |
| Vista Investment Partners LLC | 10,504 | $775.6K | 0.24% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,918 | $732.3K | 0.00% | +1,175+13.4% | Added |
| Entropy Technologies, LP | 9,850 | $727.3K | 0.07% | +1,300+15.2% | Added |
| Oregon Public Employees Retirement Fund | 9,823 | $725.3K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 9,726 | $722.1K | 0.00% | +787+8.8% | Added |
| Sterling Capital Management LLC | 9,629 | $711.0K | 0.01% | +642+7.1% | Added |
| Two Sigma Advisers, LP | 9,500 | $701.5K | 0.00% | −2,000−17.4% | Reduced |
| Foster & Motley Inc | 9,473 | $699.0K | 0.05% | −145−1.5% | Reduced |
| Kestra Advisory Services, LLC | 9,093 | $671.4K | 0.00% | −95−1.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,930 | $659.4K | 0.00% | −11−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,924 | $659.0K | 0.00% | −33−0.4% | Reduced |
| Two Sigma Investments, LP | 8,924 | $658.9K | 0.00% | −39,400−81.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 8,807 | $650.3K | 0.01% | +8,807 | New |
| Sanctuary Advisors, LLC | 8,094 | $628.8K | 0.00% | +53+0.7% | Added |
| NorthRock Partners, LLC | 8,464 | $625.0K | 0.02% | +309+3.8% | Added |
| Bremer Bank National Association | 8,384 | $619.1K | 0.12% | 00.0% | Unchanged |
| James Investment Research Inc | 8,302 | $613.0K | 0.07% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,178 | $603.9K | 0.02% | +806+10.9% | Added |
| Creative Planning | 7,917 | $584.6K | 0.00% | +699+9.7% | Added |
| Bokf, NA | 7,851 | $572.3K | 0.01% | −1,273−14.0% | Reduced |
| SEI Investments Co | 7,709 | $569.2K | 0.00% | +318+4.3% | Added |
| Linden Thomas Advisory Services, LLC | 7,541 | $556.8K | 0.07% | +1,367+22.1% | Added |
| RBA Wealth Management, LLC | 7,526 | $555.7K | 0.21% | −580−7.2% | Reduced |
| SNS Financial Group, LLC | 7,459 | $550.8K | 0.06% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 7,211 | $532.5K | 0.00% | +956+15.3% | Added |
| Gotham Asset Management, LLC | 7,140 | $527.2K | 0.01% | −355−4.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,153 | $518.1K | 0.00% | +128+1.8% | Added |
| D.A. Davidson & Co. | 6,958 | $513.8K | 0.00% | +253+3.8% | Added |
| Denali Advisors LLC | 6,911 | $510.0K | 0.05% | +6,911 | New |
| Occudo Quantitative Strategies LP | 6,885 | $508.4K | 0.09% | +6,885 | New |
| Avantax Advisory Services, Inc. | 6,736 | $497.4K | 0.00% | +1,261+23.0% | Added |
| Baird Financial Group, Inc. | 6,502 | $480.1K | 0.00% | −4,552−41.2% | Reduced |
| Mutual of America Capital Management LLC | 6,337 | $467.9K | 0.01% | +45+0.7% | Added |
| Assenagon Asset Management S.A. | 6,164 | $455.1K | 0.00% | +6,164 | New |
| Coldstream Capital Management Inc | 6,119 | $451.8K | 0.01% | −496−7.5% | Reduced |
| Mackenzie Financial Corp | 5,958 | $439.9K | 0.00% | −14,646−71.1% | Reduced |
| MML Investors Services, LLC | 5,351 | $395.0K | 0.00% | +165+3.2% | Added |
| Proequities, Inc. | 5,023 | $394.6K | 0.02% | +25+0.5% | Added |
| Opus Capital Group, LLC | 5,266 | $389.0K | 0.05% | 00.0% | Unchanged |
| FMR LLC | 5,259 | $388.3K | 0.00% | −87,646−94.3% | Reduced |
| HighTower Advisors, LLC | 5,201 | $384.1K | 0.00% | −426−7.6% | Reduced |
| Envestnet Asset Management Inc | 5,196 | $383.7K | 0.00% | −80−1.5% | Reduced |
| Janney Montgomery Scott LLC | 5,156 | $381.0K | 0.00% | −560−9.8% | Reduced |
| Hendershot Investments Inc. | 5,000 | $369.2K | 0.05% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 4,937 | $364.5K | 0.13% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 4,826 | $356.3K | 0.00% | +131+2.8% | Added |
| Cetera Investment Advisers | 4,824 | $356.2K | 0.00% | −1,191−19.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,671 | $345.0K | 0.06% | −7,540−61.7% | Reduced |
| Savant Capital, LLC | 4,667 | $344.6K | 0.00% | −1,425−23.4% | Reduced |
| AE Wealth Management LLC | 4,662 | $344.3K | 0.00% | +4,662 | New |
| Alternative Investment Advisors, LLC. | 4,621 | $341.2K | 0.18% | +27+0.6% | Added |
| Public Employees Retirement Association of Colorado | 4,608 | $340.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,597 | $339.4K | 0.00% | −6,378−58.1% | Reduced |
| Modern Wealth Management, LLC | 4,488 | $331.4K | 0.01% | −356−7.3% | Reduced |
| Ameritas Investment Partners, Inc. | 4,328 | $319.6K | 0.01% | +207+5.0% | Added |
| Accredited Investors Inc. | 4,267 | $315.1K | 0.02% | +25+0.6% | Added |
| Secure Asset Management, LLC | 4,246 | $313.5K | 0.05% | 00.0% | Unchanged |
| Wealth Forward, LLC | 4,238 | $312.9K | 0.22% | 00.0% | Unchanged |
| Vestcor Inc | 4,189 | $309.0K | 0.01% | +4,189 | New |
| Virtus Investment Advisers, Inc. | 4,184 | $308.9K | 0.24% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,149 | $306.4K | 0.00% | +124+3.1% | Added |
| Harbour Investments, Inc. | 4,127 | $304.8K | 0.01% | +15+0.4% | Added |
| Bell Bank | 4,086 | $301.7K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,991 | $294.7K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 3,870 | $285.8K | 0.00% | +3,870 | New |