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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 3,869 | $285.7K | 0.00% | +3,869 | New |
| Ifrah Financial Services, Inc. | 3,777 | $278.9K | 0.08% | −2−0.1% | Reduced |
| Cynosure Management, LLC | 3,740 | $276.2K | 0.04% | −5,411−59.1% | Reduced |
| Chesley Taft & Associates LLC | 3,680 | $271.7K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,672 | $271.1K | 0.00% | +256+7.5% | Added |
| Axq Capital, LP | 3,568 | $263.5K | 0.12% | +3,568 | New |
| EntryPoint Capital, LLC | 3,520 | $259.9K | 0.11% | −1,787−33.7% | Reduced |
| Atlas Brown,Inc. | 3,491 | $257.8K | 0.09% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,485 | $257.3K | 0.02% | −432−11.0% | Reduced |
| Truist Financial Corp | 3,390 | $250.3K | 0.00% | +10.0% | Added |
| Stifel Financial Corp | 3,389 | $250.2K | 0.00% | +348+11.4% | Added |
| Evergreen Capital Management LLC | 3,274 | $241.8K | 0.01% | +3,274 | New |
| Lifelong Wealth Advisors, Inc. | 3,164 | $233.6K | 0.11% | +3,164 | New |
| Hancock Whitney Corp | 3,157 | $233.1K | 0.01% | −1,789−36.2% | Reduced |
| Crossmark Global Holdings, Inc. | 3,129 | $231.0K | 0.00% | −15−0.5% | Reduced |
| State of Wyoming | 3,011 | $222.3K | 0.03% | +775+34.7% | Added |
| Flagship Harbor Advisors, LLC | 3,009 | $222.2K | 0.01% | −65−2.1% | Reduced |
| Congress Wealth Management LLC | 3,000 | $221.5K | 0.00% | −225−7.0% | Reduced |
| Mercer Global Advisors Inc | 2,987 | $220.6K | 0.00% | −2,751−47.9% | Reduced |
| Xponance, Inc. | 2,946 | $217.5K | 0.00% | +246+9.1% | Added |
| Lazard Asset Management LLC | 2,930 | $215.0K | 0.00% | −1,394−32.2% | Reduced |
| CIBC Private Wealth Group, LLC | 2,879 | $214.4K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,881 | $212.7K | 0.00% | +2,881 | New |
| Mitsubishi UFJ Trust & Banking Corp | 2,880 | $212.7K | 0.00% | −2,045−41.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,847 | $210.3K | 0.00% | +2,847 | New |
| Wealth Alliance Advisory Group, LLC | 2,779 | $205.2K | 0.04% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,760 | $203.8K | 0.00% | +146+5.6% | Added |
| Great Waters Wealth Management | 2,739 | $202.2K | 0.03% | +4+0.1% | Added |
| Covestor Ltd | 2,660 | $196.0K | 0.12% | +1,097+70.2% | Added |
| Jones Financial Companies LLLP | 2,116 | $156.3K | 0.00% | +1,192+129.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,091 | $154.0K | 0.00% | +2,091 | New |
| Tower Research Capital LLC (TRC) | 1,845 | $136.2K | 0.00% | +335+22.2% | Added |
| JNBA Financial Advisors | 1,715 | $126.6K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 1,643 | $121.3K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 1,606 | $119.0K | 0.00% | +358+28.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,536 | $113.4K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,526 | $112.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,502 | $110.9K | 0.00% | +333+28.5% | Added |
| New Age Alpha Advisors, LLC | 1,269 | $93.7K | 0.00% | +1,269 | New |
| Global Retirement Partners, LLC | 1,232 | $90.9K | 0.00% | −204−14.2% | Reduced |
| High Note Wealth, LLC | 1,188 | $87.7K | 0.02% | +1,188 | New |
| Abound Wealth Management | 1,152 | $85.0K | 0.03% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,092 | $80.6K | 0.01% | +1,092 | New |
| Financial Perspectives, Inc | 1,036 | $76.5K | 0.03% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $73.8K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 916 | $68.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 904 | $66.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 860 | $63.5K | 0.01% | −820−48.8% | Reduced |
| Fifth Third Bancorp | 840 | $62.0K | 0.00% | +52+6.6% | Added |
| STRS Ohio | 800 | $59.1K | 0.00% | −600−42.9% | Reduced |
| USA Financial Portformulas Corp | 783 | $57.8K | 0.01% | −49−5.9% | Reduced |
| C M Bidwell & Associates Ltd | 756 | $55.8K | 0.03% | −10−1.3% | Reduced |
| Geneos Wealth Management Inc. | 742 | $54.8K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 680 | $50.2K | 0.01% | +680 | New |
| Allworth Financial LP | 638 | $50.1K | 0.00% | +91+16.6% | Added |
| Public Employees Retirement System of Ohio | 527 | $38.9K | 0.00% | +32+6.5% | Added |
| Bryn Mawr Trust Co | 500 | $36.9K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 500 | $36.9K | 0.03% | +500 | New |
| Vermillion Wealth Management, Inc. | 484 | $35.7K | 0.02% | +484 | New |
| Ronald Blue Trust, Inc. | 464 | $34.3K | 0.00% | −986−68.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 454 | $33.5K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 426 | $31.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 371 | $27.4K | 0.00% | +1+0.3% | Added |
| West Financial Advisors, LLC | 334 | $24.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 329 | $24.3K | 0.00% | +68+26.1% | Added |
| GAMMA Investing LLC | 323 | $23.9K | 0.00% | −357−52.5% | Reduced |
| 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 |
| Nomura Asset Management Co Ltd | 220 | $16.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 219 | $16.2K | 0.00% | −28−11.3% | Reduced |
| Hemington Wealth Management | 230 | $16.0K | 0.00% | +5+2.2% | Added |
| Smartleaf Asset Management LLC | 203 | $15.1K | 0.00% | −21−9.4% | Reduced |
| Quadrant Capital Group LLC | 204 | $15.1K | 0.00% | −633−75.6% | 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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 193 | $14.3K | 0.00% | −23−10.6% | Reduced |
| MAI Capital Management | 190 | $14.0K | 0.00% | +190 | New |
| Harbor Capital Advisors, Inc. | 168 | $12.0K | 0.00% | +36+27.3% | Added |
| Plante Moran Financial Advisors, LLC | 160 | $11.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 159 | $11.7K | 0.00% | −141−47.0% | Reduced |
| Principal Securities, Inc. | 157 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 151 | $11.0K | 0.00% | +73+93.6% | Added |
| Salomon & Ludwin, LLC | 133 | $9.82K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 115 | $8.49K | 0.00% | +5+4.5% | Added |
| BOK Financial Private Wealth, Inc. | 106 | $7.84K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 98 | $7.24K | 0.01% | +98 | New |
| Hexagon Capital Partners LLC | 96 | $7.09K | 0.00% | +5+5.5% | Added |
| Broadwater Capital Management LLC | 95 | $7.01K | 0.01% | 00.0% | Unchanged |
| Atala Financial Inc | 74 | $5.46K | 0.00% | +74 | New |
| GeoWealth Management, LLC | 70 | $5.17K | 0.00% | −4−5.4% | Reduced |
| Simplex Trading, LLC | 68 | $5.00K | 0.00% | +68 | New |
| Umb Bank N A | 66 | $4.87K | 0.00% | +19+40.4% | Added |
| Venturi Wealth Management, LLC | 62 | $4.58K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 55 | $4.06K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 54 | $3.99K | 0.00% | +25+86.2% | Added |
| Lindbrook Capital, LLC | 40 | $2.95K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 40 | $2.95K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34 | $2.51K | 0.00% | −2−5.6% | Reduced |
| EverSource Wealth Advisors, LLC | 31 | $2.29K | 0.00% | +31 | New |
| Caitlin John, LLC | 29 | $2.14K | 0.00% | +2+7.4% | Added |