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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 2,545 | $204.5K | 0.00% | +2,545 | New |
| Mercer Global Advisors Inc | 2,590 | $208.2K | 0.00% | −397−13.3% | Reduced |
| IHT Wealth Management, LLC | 2,594 | $208.5K | 0.01% | +2,594 | New |
| Evergreen Capital Management LLC | 2,620 | $210.6K | 0.01% | −654−20.0% | Reduced |
| Compass Financial Group, INC | 2,634 | $211.7K | 0.04% | +2,634 | New |
| Monument Capital Management | 2,683 | $215.6K | 0.07% | +2,683 | New |
| Farther Finance Advisors, LLC | 2,664 | $216.6K | 0.01% | +2,445+1,116.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,699 | $217.9K | 0.00% | +2,699 | New |
| Covestor Ltd | 2,768 | $222.0K | 0.15% | +108+4.1% | Added |
| United Services Automobile Association | 2,765 | $223.2K | 0.01% | +2,765 | New |
| Wealth Alliance Advisory Group, LLC | 2,779 | $223.3K | 0.05% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,825 | $227.0K | 0.00% | −56−1.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,838 | $228.1K | 0.00% | −9−0.3% | Reduced |
| Flagship Harbor Advisors, LLC | 2,869 | $230.5K | 0.01% | −140−4.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,880 | $231.5K | 0.00% | 00.0% | Unchanged |
| Jain Global LLC | 2,913 | $234.1K | 0.00% | +2,913 | New |
| Guggenheim Capital LLC | 2,928 | $235.3K | 0.00% | −1,669−36.3% | Reduced |
| Vestcor Inc | 2,969 | $239.0K | 0.01% | −1,220−29.1% | Reduced |
| Change Path, LLC | 2,986 | $240.0K | 0.01% | +2,986 | New |
| Hancock Whitney Corp | 3,081 | $247.6K | 0.01% | −76−2.4% | Reduced |
| Xponance, Inc. | 3,097 | $248.9K | 0.00% | +151+5.1% | Added |
| Crossmark Global Holdings, Inc. | 3,099 | $249.1K | 0.00% | −30−1.0% | Reduced |
| Congress Wealth Management LLC | 3,104 | $249.5K | 0.00% | +104+3.5% | Added |
| Lifelong Wealth Advisors, Inc. | 3,174 | $255.1K | 0.12% | +10+0.3% | Added |
| ISAM Funds (UK) Ltd | 3,178 | $255.4K | 0.13% | +3,178 | New |
| Atlas Brown,Inc. | 3,491 | $280.6K | 0.10% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 3,677 | $295.5K | 0.08% | −100−2.6% | Reduced |
| Chesley Taft & Associates LLC | 3,680 | $295.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,991 | $320.8K | 0.00% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 4,040 | $324.7K | 0.15% | +4,040 | New |
| Bell Bank | 4,086 | $328.4K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,139 | $332.7K | 0.01% | +12+0.3% | Added |
| Ameritas Investment Partners, Inc. | 4,185 | $336.3K | 0.01% | −143−3.3% | Reduced |
| Independent Advisor Alliance | 4,235 | $340.4K | 0.01% | +4,235 | New |
| Wealth Forward, LLC | 4,238 | $340.6K | 0.24% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 4,246 | $341.3K | 0.07% | 00.0% | Unchanged |
| Cynosure Management, LLC | 4,306 | $346.1K | 0.05% | +566+15.1% | Added |
| Accredited Investors Inc. | 4,310 | $346.4K | 0.02% | +43+1.0% | Added |
| Stifel Financial Corp | 4,333 | $348.3K | 0.00% | +944+27.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,390 | $352.8K | 0.00% | +4,390 | New |
| Modern Wealth Management, LLC | 4,482 | $360.2K | 0.01% | −6−0.1% | Reduced |
| Quantinno Capital Management LP | 4,531 | $364.2K | 0.00% | +1,771+64.2% | Added |
| Fifth Third Wealth Advisors LLC | 4,588 | $368.7K | 0.02% | +4,588 | New |
| Public Employees Retirement Association of Colorado | 4,608 | $370.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 4,643 | $373.2K | 0.00% | −1,315−22.1% | Reduced |
| Alternative Investment Advisors, LLC. | 4,650 | $373.7K | 0.20% | +29+0.6% | Added |
| Baird Financial Group, Inc. | 4,657 | $374.3K | 0.00% | −1,845−28.4% | Reduced |
| Quadrant Capital Group LLC | 4,660 | $374.5K | 0.01% | +4,456+2,184.3% | Added |
| Janney Montgomery Scott LLC | 4,686 | $377.0K | 0.00% | −470−9.1% | Reduced |
| Savant Capital, LLC | 4,701 | $377.8K | 0.00% | +34+0.7% | Added |
| Private Advisor Group, LLC | 4,709 | $378.5K | 0.00% | −117−2.4% | Reduced |
| Valtinson Bruner Financial Planning LLC | 4,937 | $396.8K | 0.13% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 5,000 | $401.9K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,011 | $402.7K | 0.00% | +862+20.8% | Added |
| Opus Capital Group, LLC | 5,266 | $423.0K | 0.05% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 5,315 | $427.2K | 0.02% | +4,046+318.8% | Added |
| Teacher Retirement System of Texas | 5,503 | $442.3K | 0.00% | −7,179−56.6% | Reduced |
| Jones Financial Companies LLLP | 5,565 | $449.3K | 0.00% | +3,449+163.0% | Added |
| HighTower Advisors, LLC | 5,599 | $450.0K | 0.00% | +398+7.7% | Added |
| HSBC Holdings PLC | 5,954 | $481.9K | 0.00% | −3,772−38.8% | Reduced |
| Mutual of America Capital Management LLC | 6,091 | $489.5K | 0.01% | −246−3.9% | Reduced |
| Bokf, NA | 6,110 | $491.1K | 0.01% | −1,741−22.2% | Reduced |
| Aigen Investment Management, LP | 6,142 | $493.6K | 0.08% | +6,142 | New |
| D.A. Davidson & Co. | 6,161 | $495.2K | 0.00% | −797−11.5% | Reduced |
| FMR LLC | 6,358 | $511.0K | 0.00% | +1,099+20.9% | Added |
| Assenagon Asset Management S.A. | 6,441 | $517.7K | 0.00% | +277+4.5% | Added |
| Engineers Gate Manager LP | 6,634 | $533.2K | 0.01% | +6,634 | New |
| Coldstream Capital Management Inc | 6,636 | $533.3K | 0.01% | +517+8.4% | Added |
| Envestnet Asset Management Inc | 6,661 | $535.3K | 0.00% | +1,465+28.2% | Added |
| Avantax Advisory Services, Inc. | 6,964 | $559.7K | 0.00% | +228+3.4% | Added |
| Gotham Asset Management, LLC | 7,024 | $564.5K | 0.00% | −116−1.6% | Reduced |
| RBA Wealth Management, LLC | 7,094 | $570.1K | 0.23% | −432−5.7% | Reduced |
| Twinbeech Capital LP | 7,184 | $577.4K | 0.01% | +7,184 | New |
| MML Investors Services, LLC | 7,187 | $578.0K | 0.00% | +1,836+34.3% | Added |
| O'Shaughnessy Asset Management, LLC | 7,317 | $588.1K | 0.00% | +3,645+99.3% | Added |
| SEI Investments Co | 7,405 | $595.1K | 0.00% | −304−3.9% | Reduced |
| SNS Financial Group, LLC | 7,459 | $599.5K | 0.06% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 7,632 | $613.4K | 0.00% | +421+5.8% | Added |
| Colony Group, LLC | 8,035 | $645.8K | 0.00% | +8,035 | New |
| Sequoia Financial Advisors, LLC | 8,242 | $662.4K | 0.01% | +8,242 | New |
| Quest Partners LLC | 8,245 | $662.7K | 0.07% | −2,506−23.3% | Reduced |
| James Investment Research Inc | 8,302 | $667.2K | 0.08% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 8,304 | $667.4K | 0.02% | −160−1.9% | Reduced |
| Vident Advisory, LLC | 8,316 | $668.4K | 0.01% | −23,772−74.1% | Reduced |
| Bremer Bank National Association | 8,384 | $673.8K | 0.12% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 8,473 | $681.0K | 0.01% | −1,156−12.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,509 | $683.9K | 0.09% | +968+12.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,642 | $695.0K | 0.00% | −282−3.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 8,807 | $707.8K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 8,821 | $708.9K | 0.00% | +904+11.4% | Added |
| Kestra Advisory Services, LLC | 8,988 | $722.4K | 0.00% | −105−1.2% | Reduced |
| Entropy Technologies, LP | 9,150 | $735.4K | 0.07% | −700−7.1% | Reduced |
| CIBC World Markets Corp | 9,179 | $737.7K | 0.01% | +5,309+137.2% | Added |
| Foster & Motley Inc | 9,198 | $739.0K | 0.05% | −275−2.9% | Reduced |
| Oregon Public Employees Retirement Fund | 9,523 | $765.4K | 0.01% | −300−3.1% | Reduced |
| Aquatic Capital Management LLC | 9,542 | $766.9K | 0.02% | −9,093−48.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,880 | $794.0K | 0.11% | +5,209+111.5% | Added |
| Vista Investment Partners LLC | 9,899 | $795.6K | 0.24% | −605−5.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 10,002 | $797.5K | 0.15% | +10,002 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,010 | $804.5K | 0.00% | +1,080+12.1% | Added |