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, Q1 2025
Institutional positions in Otter Tail Corp as of Mar 31, 2025. 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
- 334
- +12 vs. Q4 2024
- Shares held
- 27.4M
- +125.5K (+0.5%) vs. Q4 2024
- Total value
- $2.21B
- +$188.2M (+9.3%) vs. Q4 2024
- New holders
- 46
- 110 more added
- Sold out
- 34
- 113 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,681,719 | $537.0M | 0.01% | −298,497−4.3% | Reduced |
| Vanguard Group Inc | 5,173,233 | $415.8M | 0.01% | −101,835−1.9% | Reduced |
| State Street Corp | 1,603,418 | $128.9M | 0.01% | −57,350−3.5% | Reduced |
| First Trust Advisors LP | 1,254,287 | $100.8M | 0.09% | +572,059+83.9% | Added |
| Geode Capital Management, LLC | 1,025,465 | $82.4M | 0.01% | +33,714+3.4% | Added |
| Dimensional Fund Advisors LP | 912,069 | $73.3M | 0.02% | −56,770−5.9% | Reduced |
| Charles Schwab Investment Management Inc | 551,338 | $44.3M | 0.01% | +14,793+2.8% | Added |
| Northern Trust Corp | 495,050 | $39.8M | 0.01% | −50,568−9.3% | Reduced |
| Gabelli Funds LLC | 470,700 | $37.8M | 0.29% | −1,800−0.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 406,321 | $32.7M | 0.07% | +183,316+82.2% | Added |
| Morgan Stanley | 399,498 | $32.1M | 0.00% | −112,195−21.9% | Reduced |
| Bank of New York Mellon Corp | 392,368 | $31.5M | 0.01% | −12,778−3.2% | Reduced |
| Invesco Ltd. | 319,907 | $25.7M | 0.00% | +28,563+9.8% | Added |
| Bank of America Corp | 310,914 | $25.0M | 0.00% | +84,788+37.5% | Added |
| Millennium Management LLC | 310,207 | $24.9M | 0.02% | −101,074−24.6% | Reduced |
| JPMorgan Chase & Co | 283,744 | $22.8M | 0.00% | +94,399+49.9% | Added |
| Gamco Investors, Inc. Et Al | 273,192 | $22.0M | 0.24% | −500−0.2% | Reduced |
| Principal Financial Group Inc | 231,561 | $18.6M | 0.01% | +5,574+2.5% | Added |
| Goldman Sachs Group Inc | 231,025 | $18.6M | 0.00% | −23,845−9.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 220,000 | $17.7M | 0.03% | +220,000 | New |
| Federated Hermes, Inc. | 181,440 | $14.6M | 0.03% | −178−0.1% | Reduced |
| Citadel Advisors LLC | 178,188 | $14.3M | 0.01% | −37,342−17.3% | Reduced |
| Qube Research & Technologies Ltd | 176,090 | $14.2M | 0.02% | −29,028−14.2% | Reduced |
| Nuveen, LLC | 164,446 | $13.2M | 0.00% | +164,446 | New |
| Fuller & Thaler Asset Management, Inc. | 144,489 | $11.6M | 0.05% | −10,073−6.5% | Reduced |
| Public Sector Pension Investment Board | 132,669 | $10.7M | 0.05% | +28,491+27.3% | Added |
| Ameriprise Financial Inc | 125,876 | $10.1M | 0.00% | −11,216−8.2% | Reduced |
| Bank & Trust Co | 123,472 | $9.92M | 8.08% | −1,907−1.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 118,245 | $9.50M | 0.03% | −53,415−31.1% | Reduced |
| Victory Capital Management Inc | 117,863 | $9.47M | 0.01% | +2,652+2.3% | Added |
| Royal Bank of Canada | 116,479 | $9.36M | 0.00% | +2,807+2.5% | Added |
| Rhumbline Advisers | 108,160 | $8.69M | 0.01% | −554−0.5% | Reduced |
| Legal & General Group Plc | 106,327 | $8.55M | 0.00% | −4,195−3.8% | Reduced |
| D. E. Shaw & Co., Inc. | 100,876 | $8.11M | 0.01% | +18,561+22.5% | Added |
| UBS Group AG | 100,289 | $8.06M | 0.00% | −162,028−61.8% | Reduced |
| Tudor Investment Corp Et Al | 99,819 | $8.02M | 0.07% | −7,154−6.7% | Reduced |
| Balyasny Asset Management LLC | 99,494 | $8.00M | 0.02% | +51,541+107.5% | Added |
| Voloridge Investment Management, LLC | 98,499 | $7.92M | 0.03% | +21,639+28.2% | Added |
| ProShare Advisors LLC | 96,948 | $7.79M | 0.02% | −14,519−13.0% | Reduced |
| Phocas Financial Corp. | 95,905 | $7.71M | 1.18% | −5,540−5.5% | Reduced |
| Prudential Financial Inc | 88,253 | $7.09M | 0.01% | +45,745+107.6% | Added |
| Whittier Trust Co | 86,407 | $6.94M | 0.10% | +1,657+2.0% | Added |
| Trexquant Investment LP | 85,388 | $6.86M | 0.08% | −13,676−13.8% | Reduced |
| Swiss National Bank | 73,000 | $5.87M | 0.00% | −1,000−1.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 70,966 | $5.70M | 0.04% | +41,239+138.7% | Added |
| Denali Advisors LLC | 67,959 | $5.46M | 0.62% | +61,048+883.3% | Added |
| New York State Common Retirement Fund | 64,183 | $5.16M | 0.01% | +19,800+44.6% | Added |
| LPL Financial LLC | 60,575 | $4.87M | 0.00% | +710+1.2% | Added |
| Citigroup Inc | 59,665 | $4.80M | 0.00% | +1,885+3.3% | Added |
| Buck Wealth Strategies, LLC | 59,390 | $4.77M | 0.87% | +5,461+10.1% | Added |
| Barclays PLC | 56,880 | $4.57M | 0.00% | −18,884−24.9% | Reduced |
| Jane Street Group, LLC | 54,112 | $4.35M | 0.01% | +35,505+190.8% | Added |
| Wells Fargo & Company | 51,508 | $4.14M | 0.00% | −641−1.2% | Reduced |
| Susquehanna International Group, LLP | 50,671 | $4.07M | 0.01% | +32,192+174.2% | Added |
| OneAscent Financial Services LLC | 48,948 | $3.98M | 0.26% | +24,267+98.3% | Added |
| Man Group plc | 49,288 | $3.96M | 0.01% | +2,285+4.9% | Added |
| Alliancebernstein L.P. | 47,044 | $3.78M | 0.00% | −624−1.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 45,780 | $3.68M | 0.09% | +1,911+4.4% | Added |
| UBS Asset Management Americas Inc | 45,642 | $3.67M | 0.00% | −54−0.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 43,470 | $3.49M | 0.02% | +20,315+87.7% | Added |
| First Manhattan Co | 41,930 | $3.37M | 0.01% | −1,463−3.4% | Reduced |
| Palisades Investment Partners, LLC | 40,191 | $3.23M | 1.62% | −143−0.4% | Reduced |
| Price T Rowe Associates Inc | 39,266 | $3.16M | 0.00% | +2,622+7.2% | Added |
| Bridgeway Capital Management, LLC | 38,100 | $3.06M | 0.08% | 00.0% | Unchanged |
| Marshall Wace, LLP | 37,858 | $3.04M | 0.00% | −48,997−56.4% | Reduced |
| Raymond James Financial Inc | 36,957 | $2.97M | 0.00% | +775+2.1% | Added |
| Great West Life Assurance Co | 36,074 | $2.90M | 0.01% | −4,112−10.2% | Reduced |
| Deutsche Bank AG | 35,962 | $2.89M | 0.00% | −1,368−3.7% | Reduced |
| California State Teachers Retirement System | 34,937 | $2.81M | 0.00% | −545−1.5% | Reduced |
| Martingale Asset Management L P | 33,263 | $2.67M | 0.07% | −4,524−12.0% | Reduced |
| US Bancorp | 32,740 | $2.63M | 0.00% | +19+0.1% | Added |
| Quantbot Technologies LP | 31,827 | $2.56M | 0.08% | +10,131+46.7% | Added |
| Thrivent Financial for Lutherans | 30,723 | $2.47M | 0.01% | −1,608−5.0% | Reduced |
| Royce & Associates LP | 30,371 | $2.44M | 0.03% | +1,816+6.4% | Added |
| Los Angeles Capital Management LLC | 30,227 | $2.43M | 0.01% | −4,154−12.1% | Reduced |
| CBOE Vest Financial, LLC | 29,999 | $2.41M | 0.04% | +29,999 | New |
| Virginia Retirement Systems Et Al | 29,454 | $2.37M | 0.02% | +29,454 | New |
| Mariner, LLC | 28,109 | $2.26M | 0.00% | +258+0.9% | Added |
| Brandywine Global Investment Management, LLC | 27,479 | $2.21M | 0.02% | −1,110−3.9% | Reduced |
| Edgestream Partners, L.P. | 26,605 | $2.14M | 0.07% | −56,765−68.1% | Reduced |
| Janus Henderson Group PLC | 26,184 | $2.11M | 0.00% | +1,011+4.0% | Added |
| Nebula Research & Development LLC | 26,083 | $2.10M | 0.19% | +6,314+31.9% | Added |
| BNP Paribas Arbitrage, SA | 24,618 | $1.98M | 0.00% | +2,467+11.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 24,611 | $1.98M | 0.00% | +1,067+4.5% | Added |
| State of Wisconsin Investment Board | 24,362 | $1.96M | 0.01% | −50.0% | Reduced |
| MetLife Investment Management | 23,951 | $1.92M | 0.01% | −962−3.9% | Reduced |
| Manufacturers Life Insurance Company, The | 23,758 | $1.91M | 0.00% | −55,432−70.0% | Reduced |
| State of New Jersey Common Pension Fund D | 23,719 | $1.91M | 0.01% | −2,524−9.6% | Reduced |
| Comerica Bank | 23,420 | $1.88M | 0.01% | −403−1.7% | Reduced |
| State of Alaska, Department of Revenue | 23,177 | $1.86M | 0.02% | −551−2.3% | Reduced |
| Financial Engines Advisors L.L.C. | 22,881 | $1.84M | 0.00% | +254+1.1% | Added |
| AQR Capital Management LLC | 22,709 | $1.83M | 0.00% | +4,815+26.9% | Added |
| State of Tennessee, Treasury Department | 22,281 | $1.79M | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 22,253 | $1.79M | 0.01% | +1,091+5.2% | Added |
| Corebridge Financial, Inc. | 21,616 | $1.74M | 0.01% | −425−1.9% | Reduced |
| GWM Advisors LLC | 21,502 | $1.73M | 0.01% | +4,311+25.1% | Added |
| Advisor Group Holdings, Inc. | 21,133 | $1.70M | 0.00% | −629−2.9% | Reduced |
| Commonwealth Equity Services, LLC | 20,891 | $1.68M | 0.00% | +1,381+7.1% | Added |
| Illinois Municipal Retirement Fund | 20,684 | $1.66M | 0.02% | −2,236−9.8% | Reduced |
| Holocene Advisors, LP | 20,611 | $1.66M | 0.00% | −9,265−31.0% | Reduced |