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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 1 | $80 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $80 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $81 | 0.00% | +1 | New |
| Huntington National Bank | 3 | $241 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $242 | 0.00% | +3 | New |
| Assetmark, Inc | 4 | $321 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $402 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 6 | $482 | 0.00% | +4+200.0% | Added |
| SJS Investment Consulting Inc. | 6 | $483 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $563 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $563 | 0.00% | +7 | New |
| SBI Securities Co., Ltd. | 10 | $804 | 0.00% | −1−9.1% | Reduced |
| Bare Financial Services, Inc | 10 | $804 | 0.00% | +10 | New |
| Glen Eagle Advisors, LLC | 11 | $905 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 12 | $964 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 17 | $1.37K | 0.00% | +17 | New |
| Larson Financial Group LLC | 19 | $1.53K | 0.00% | +13+216.7% | Added |
| SRS Capital Advisors, Inc. | 21 | $1.69K | 0.00% | +21 | New |
| Bellwether Advisors, LLC | 25 | $2.01K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $2.17K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $2.25K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 29 | $2.33K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34 | $2.73K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 38 | $3.06K | 0.00% | +15+65.2% | Added |
| Concord Wealth Partners | 40 | $3.21K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 41 | $3.30K | 0.00% | +27+192.9% | Added |
| Lindbrook Capital, LLC | 46 | $3.70K | 0.00% | +6+15.0% | Added |
| Global Wealth Strategies & Associates | 55 | $4.42K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 55 | $4.42K | 0.00% | +55 | New |
| Bell Investment Advisors, Inc | 60 | $4.82K | 0.00% | +6+11.1% | Added |
| WealthCollab, LLC | 66 | $5.30K | 0.00% | +66 | New |
| Atala Financial Inc | 74 | $5.95K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 75 | $6.03K | 0.00% | +55+275.0% | Added |
| Broadwater Capital Management LLC | 95 | $7.63K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 98 | $7.88K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 99 | $7.96K | 0.00% | +3+3.1% | Added |
| BOK Financial Private Wealth, Inc. | 106 | $8.54K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 121 | $9.72K | 0.00% | +6+5.2% | Added |
| EverSource Wealth Advisors, LLC | 122 | $9.80K | 0.00% | +91+293.5% | Added |
| Smartleaf Asset Management LLC | 124 | $10.0K | 0.00% | −79−38.9% | Reduced |
| Salomon & Ludwin, LLC | 133 | $10.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 141 | $11.3K | 0.00% | +75+113.6% | Added |
| Principal Securities, Inc. | 157 | $11.6K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 159 | $12.8K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 160 | $12.9K | 0.00% | +160 | New |
| Plante Moran Financial Advisors, LLC | 160 | $12.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 190 | $15.3K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 192 | $15.5K | 0.01% | +192 | New |
| Independence Bank of Kentucky | 200 | $16.1K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $16.1K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 200 | $16.1K | 0.00% | +200 | New |
| Nomura Asset Management Co Ltd | 220 | $17.7K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 239 | $19.0K | 0.00% | +71+42.3% | Added |
| Bessemer Group Inc | 238 | $19.0K | 0.00% | +87+57.6% | Added |
| Hemington Wealth Management | 250 | $20.0K | 0.00% | +20+8.7% | Added |
| Vermillion Wealth Management, Inc. | 318 | $25.6K | 0.01% | −166−34.3% | Reduced |
| TD Private Client Wealth LLC | 329 | $26.4K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 334 | $26.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 370 | $29.7K | 0.00% | −1−0.3% | Reduced |
| Byrne Asset Management LLC | – | $31.1K | 0.02% | – | – |
| Ronald Blue Trust, Inc. | 389 | $31.3K | 0.00% | −75−16.2% | Reduced |
| GAMMA Investing LLC | 402 | $32.3K | 0.00% | +79+24.5% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 420 | $33.8K | 0.03% | +420 | New |
| Chilton Capital Management LLC | 426 | $34.2K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 454 | $36.5K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 500 | $40.2K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 500 | $40.2K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 550 | $44.2K | 0.00% | +300+120.0% | Added |
| Tower Research Capital LLC (TRC) | 569 | $45.7K | 0.00% | −1,276−69.2% | Reduced |
| Public Employees Retirement System of Ohio | 590 | $47.4K | 0.00% | +63+12.0% | Added |
| Lazard Asset Management LLC | 598 | $48.0K | 0.00% | −2,332−79.6% | Reduced |
| Allworth Financial LP | 650 | $51.4K | 0.00% | +12+1.9% | Added |
| Northwestern Mutual Wealth Management Co | 661 | $53.2K | 0.00% | −875−57.0% | Reduced |
| Goodman Advisory Group, LLC | 667 | $53.6K | 0.02% | +667 | New |
| Studio Investment Management LLC | 680 | $54.7K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 741 | $59.6K | 0.04% | −15−2.0% | Reduced |
| Geneos Wealth Management Inc. | 742 | $59.7K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 860 | $63.5K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 822 | $66.0K | 0.03% | +822 | New |
| Fifth Third Bancorp | 896 | $72.0K | 0.00% | +56+6.7% | Added |
| Trust Co of Vermont | 904 | $72.7K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $80.4K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,036 | $83.3K | 0.03% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,092 | $87.8K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 1,151 | $92.5K | 0.03% | −1−0.1% | Reduced |
| High Note Wealth, LLC | 1,188 | $95.5K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,202 | $96.6K | 0.02% | +419+53.5% | Added |
| CIBC Private Wealth Group, LLC | 1,300 | $97.0K | 0.00% | −1,579−54.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,237 | $99.4K | 0.00% | −265−17.6% | Reduced |
| DekaBank Deutsche Girozentrale | 1,526 | $121.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,646 | $132.0K | 0.00% | +40+2.5% | Added |
| Harvest Fund Management Co., Ltd | 1,810 | $145.0K | 0.01% | +1,810 | New |
| JNBA Financial Advisors | 1,830 | $147.0K | 0.02% | +115+6.7% | Added |
| STRS Ohio | 2,100 | $168.8K | 0.00% | +1,300+162.5% | Added |
| Shell Asset Management Co | 2,163 | $174.0K | 0.01% | +1,247+136.1% | Added |
| NBC Securities, Inc. | 2,455 | $197.0K | 0.02% | +2,453+122,650.0% | Added |
| Bridgewater Associates, LP | 2,526 | $203.0K | 0.00% | +2,526 | New |
| Cresset Asset Management, LLC | 2,540 | $204.2K | 0.00% | +2,540 | New |