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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 100,876 | $8.11M | 0.01% | +18,561+22.5% | Added |
| Legal & General Group Plc | 106,327 | $8.55M | 0.00% | −4,195−3.8% | Reduced |
| Rhumbline Advisers | 108,160 | $8.69M | 0.01% | −554−0.5% | Reduced |
| Royal Bank of Canada | 116,479 | $9.36M | 0.00% | +2,807+2.5% | Added |
| Victory Capital Management Inc | 117,863 | $9.47M | 0.01% | +2,652+2.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 118,245 | $9.50M | 0.03% | −53,415−31.1% | Reduced |
| Bank & Trust Co | 123,472 | $9.92M | 8.08% | −1,907−1.5% | Reduced |
| Ameriprise Financial Inc | 125,876 | $10.1M | 0.00% | −11,216−8.2% | Reduced |
| Public Sector Pension Investment Board | 132,669 | $10.7M | 0.05% | +28,491+27.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 144,489 | $11.6M | 0.05% | −10,073−6.5% | Reduced |
| Nuveen, LLC | 164,446 | $13.2M | 0.00% | +164,446 | New |
| Qube Research & Technologies Ltd | 176,090 | $14.2M | 0.02% | −29,028−14.2% | Reduced |
| Citadel Advisors LLC | 178,188 | $14.3M | 0.01% | −37,342−17.3% | Reduced |
| Federated Hermes, Inc. | 181,440 | $14.6M | 0.03% | −178−0.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 220,000 | $17.7M | 0.03% | +220,000 | New |
| Goldman Sachs Group Inc | 231,025 | $18.6M | 0.00% | −23,845−9.4% | Reduced |
| Principal Financial Group Inc | 231,561 | $18.6M | 0.01% | +5,574+2.5% | Added |
| Gamco Investors, Inc. Et Al | 273,192 | $22.0M | 0.24% | −500−0.2% | Reduced |
| JPMorgan Chase & Co | 283,744 | $22.8M | 0.00% | +94,399+49.9% | Added |
| Millennium Management LLC | 310,207 | $24.9M | 0.02% | −101,074−24.6% | Reduced |
| Bank of America Corp | 310,914 | $25.0M | 0.00% | +84,788+37.5% | Added |
| Invesco Ltd. | 319,907 | $25.7M | 0.00% | +28,563+9.8% | Added |
| Bank of New York Mellon Corp | 392,368 | $31.5M | 0.01% | −12,778−3.2% | Reduced |
| Morgan Stanley | 399,498 | $32.1M | 0.00% | −112,195−21.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 406,321 | $32.7M | 0.07% | +183,316+82.2% | Added |
| Gabelli Funds LLC | 470,700 | $37.8M | 0.29% | −1,800−0.4% | Reduced |
| Northern Trust Corp | 495,050 | $39.8M | 0.01% | −50,568−9.3% | Reduced |
| Charles Schwab Investment Management Inc | 551,338 | $44.3M | 0.01% | +14,793+2.8% | Added |
| Dimensional Fund Advisors LP | 912,069 | $73.3M | 0.02% | −56,770−5.9% | Reduced |
| Geode Capital Management, LLC | 1,025,465 | $82.4M | 0.01% | +33,714+3.4% | Added |
| First Trust Advisors LP | 1,254,287 | $100.8M | 0.09% | +572,059+83.9% | Added |
| State Street Corp | 1,603,418 | $128.9M | 0.01% | −57,350−3.5% | Reduced |
| Vanguard Group Inc | 5,173,233 | $415.8M | 0.01% | −101,835−1.9% | Reduced |
| BlackRock, Inc. | 6,681,719 | $537.0M | 0.01% | −298,497−4.3% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −5,023−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −144,291−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −79,294−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −39,335−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −38,390−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −36,074−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −26,478−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −25,694−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −18,415−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −14,674−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −12,043−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −8,094−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −8,178−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,885−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −4,662−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −4,184−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,568−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,520−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,485−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −3,390−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,011−100.0% | Sold out |
| Great Waters Wealth Management | 0 | $0 | 0.00% | −2,739−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −2,091−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −1,643−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| SWAN Capital LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| YANKCOM Partnership | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |