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 |
|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | 20,100 | $1.62M | 0.03% | −20,518−50.5% | Reduced |
| Louisiana State Employees Retirement System | 19,700 | $1.58M | 0.03% | −500−2.5% | Reduced |
| Intech Investment Management LLC | 18,905 | $1.52M | 0.02% | +2,077+12.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 17,878 | $1.44M | 0.00% | +375+2.1% | Added |
| Focus Financial Network, Inc. | 17,665 | $1.42M | 0.06% | +90+0.5% | Added |
| Verition Fund Management LLC | 17,136 | $1.38M | 0.01% | −15,992−48.3% | Reduced |
| John G Ullman & Associates Inc | 15,950 | $1.28M | 0.20% | −100−0.6% | Reduced |
| Squarepoint Ops LLC | 15,930 | $1.28M | 0.00% | +12,061+311.7% | Added |
| Russell Investments Group, Ltd. | 15,848 | $1.27M | 0.00% | −1,937−10.9% | Reduced |
| Yousif Capital Management, LLC | 15,597 | $1.25M | 0.01% | −253−1.6% | Reduced |
| Virtus ETF Advisers LLC | 15,084 | $1.21M | 0.79% | +15,084 | New |
| American Century Companies Inc | 14,809 | $1.19M | 0.00% | −72−0.5% | Reduced |
| North Star Investment Management Corp. | 14,681 | $1.18M | 0.09% | +1,103+8.1% | Added |
| Ensign Peak Advisors, Inc | 14,660 | $1.18M | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 14,539 | $1.17M | 0.00% | −100−0.7% | Reduced |
| Winton Group Ltd | 14,380 | $1.16M | 0.07% | +405+2.9% | Added |
| Two Sigma Investments, LP | 13,982 | $1.12M | 0.00% | +5,058+56.7% | Added |
| Voya Investment Management LLC | 13,777 | $1.11M | 0.00% | −181−1.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,618 | $1.09M | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 12,230 | $982.9K | 0.02% | −814−6.2% | Reduced |
| Maryland State Retirement & Pension System | 12,166 | $977.8K | 0.02% | −1,852−13.2% | Reduced |
| Bank of Montreal | 12,150 | $976.5K | 0.00% | +1,380+12.8% | Added |
| NJ State Employees Deferred Compensation Plan | 12,000 | $964.4K | 0.12% | 00.0% | Unchanged |
| Amalgamated Bank | 11,924 | $958.0K | 0.01% | −415−3.4% | Reduced |
| State Board of Administration of Florida Retirement System | 11,503 | $924.5K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,431 | $918.7K | 0.00% | −15,824−58.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,838 | $881.1K | 0.00% | +3,685+51.5% | Added |
| Cetera Investment Advisers | 10,856 | $872.5K | 0.00% | +6,032+125.0% | Added |
| Two Sigma Advisers, LP | 10,800 | $868.0K | 0.00% | +1,300+13.7% | Added |
| Arizona State Retirement System | 10,796 | $867.7K | 0.01% | −117−1.1% | Reduced |
| CWM, LLC | 10,707 | $861.0K | 0.00% | −1,275−10.6% | Reduced |
| Natixis Advisors, L.P. | 10,596 | $852.0K | 0.00% | +10,596 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,600 | $851.9K | 0.00% | +682+6.9% | Added |
| Dark Forest Capital Management LP | 10,216 | $821.1K | 0.04% | +10,216 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,010 | $804.5K | 0.00% | +1,080+12.1% | Added |
| Aster Capital Management (DIFC) Ltd | 10,002 | $797.5K | 0.15% | +10,002 | New |
| Vista Investment Partners LLC | 9,899 | $795.6K | 0.24% | −605−5.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,880 | $794.0K | 0.11% | +5,209+111.5% | Added |
| Aquatic Capital Management LLC | 9,542 | $766.9K | 0.02% | −9,093−48.8% | Reduced |
| Oregon Public Employees Retirement Fund | 9,523 | $765.4K | 0.01% | −300−3.1% | Reduced |
| Foster & Motley Inc | 9,198 | $739.0K | 0.05% | −275−2.9% | Reduced |
| CIBC World Markets Corp | 9,179 | $737.7K | 0.01% | +5,309+137.2% | Added |
| Entropy Technologies, LP | 9,150 | $735.4K | 0.07% | −700−7.1% | Reduced |
| Kestra Advisory Services, LLC | 8,988 | $722.4K | 0.00% | −105−1.2% | Reduced |
| Creative Planning | 8,821 | $708.9K | 0.00% | +904+11.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,807 | $707.8K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 8,642 | $695.0K | 0.00% | −282−3.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,509 | $683.9K | 0.09% | +968+12.8% | Added |
| Sterling Capital Management LLC | 8,473 | $681.0K | 0.01% | −1,156−12.0% | Reduced |
| Bremer Bank National Association | 8,384 | $673.8K | 0.12% | 00.0% | Unchanged |
| Vident Advisory, LLC | 8,316 | $668.4K | 0.01% | −23,772−74.1% | Reduced |
| NorthRock Partners, LLC | 8,304 | $667.4K | 0.02% | −160−1.9% | Reduced |
| James Investment Research Inc | 8,302 | $667.2K | 0.08% | 00.0% | Unchanged |
| Quest Partners LLC | 8,245 | $662.7K | 0.07% | −2,506−23.3% | Reduced |
| Sequoia Financial Advisors, LLC | 8,242 | $662.4K | 0.01% | +8,242 | New |
| Colony Group, LLC | 8,035 | $645.8K | 0.00% | +8,035 | New |
| Pictet Asset Management Holding SA | 7,632 | $613.4K | 0.00% | +421+5.8% | Added |
| SNS Financial Group, LLC | 7,459 | $599.5K | 0.06% | 00.0% | Unchanged |
| SEI Investments Co | 7,405 | $595.1K | 0.00% | −304−3.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,317 | $588.1K | 0.00% | +3,645+99.3% | Added |
| MML Investors Services, LLC | 7,187 | $578.0K | 0.00% | +1,836+34.3% | Added |
| Twinbeech Capital LP | 7,184 | $577.4K | 0.01% | +7,184 | New |
| RBA Wealth Management, LLC | 7,094 | $570.1K | 0.23% | −432−5.7% | Reduced |
| Gotham Asset Management, LLC | 7,024 | $564.5K | 0.00% | −116−1.6% | Reduced |
| Avantax Advisory Services, Inc. | 6,964 | $559.7K | 0.00% | +228+3.4% | Added |
| Envestnet Asset Management Inc | 6,661 | $535.3K | 0.00% | +1,465+28.2% | Added |
| Coldstream Capital Management Inc | 6,636 | $533.3K | 0.01% | +517+8.4% | Added |
| Engineers Gate Manager LP | 6,634 | $533.2K | 0.01% | +6,634 | New |
| Assenagon Asset Management S.A. | 6,441 | $517.7K | 0.00% | +277+4.5% | Added |
| FMR LLC | 6,358 | $511.0K | 0.00% | +1,099+20.9% | Added |
| D.A. Davidson & Co. | 6,161 | $495.2K | 0.00% | −797−11.5% | Reduced |
| Aigen Investment Management, LP | 6,142 | $493.6K | 0.08% | +6,142 | New |
| Bokf, NA | 6,110 | $491.1K | 0.01% | −1,741−22.2% | Reduced |
| Mutual of America Capital Management LLC | 6,091 | $489.5K | 0.01% | −246−3.9% | Reduced |
| HSBC Holdings PLC | 5,954 | $481.9K | 0.00% | −3,772−38.8% | Reduced |
| HighTower Advisors, LLC | 5,599 | $450.0K | 0.00% | +398+7.7% | Added |
| Jones Financial Companies LLLP | 5,565 | $449.3K | 0.00% | +3,449+163.0% | Added |
| Teacher Retirement System of Texas | 5,503 | $442.3K | 0.00% | −7,179−56.6% | Reduced |
| New Age Alpha Advisors, LLC | 5,315 | $427.2K | 0.02% | +4,046+318.8% | Added |
| Opus Capital Group, LLC | 5,266 | $423.0K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,011 | $402.7K | 0.00% | +862+20.8% | Added |
| Hendershot Investments Inc. | 5,000 | $401.9K | 0.05% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 4,937 | $396.8K | 0.13% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 4,709 | $378.5K | 0.00% | −117−2.4% | Reduced |
| Savant Capital, LLC | 4,701 | $377.8K | 0.00% | +34+0.7% | Added |
| Janney Montgomery Scott LLC | 4,686 | $377.0K | 0.00% | −470−9.1% | Reduced |
| Quadrant Capital Group LLC | 4,660 | $374.5K | 0.01% | +4,456+2,184.3% | Added |
| Baird Financial Group, Inc. | 4,657 | $374.3K | 0.00% | −1,845−28.4% | Reduced |
| Alternative Investment Advisors, LLC. | 4,650 | $373.7K | 0.20% | +29+0.6% | Added |
| Mackenzie Financial Corp | 4,643 | $373.2K | 0.00% | −1,315−22.1% | Reduced |
| Public Employees Retirement Association of Colorado | 4,608 | $370.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,588 | $368.7K | 0.02% | +4,588 | New |
| Quantinno Capital Management LP | 4,531 | $364.2K | 0.00% | +1,771+64.2% | Added |
| Modern Wealth Management, LLC | 4,482 | $360.2K | 0.01% | −6−0.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,390 | $352.8K | 0.00% | +4,390 | New |
| Stifel Financial Corp | 4,333 | $348.3K | 0.00% | +944+27.9% | Added |
| Accredited Investors Inc. | 4,310 | $346.4K | 0.02% | +43+1.0% | Added |
| Cynosure Management, LLC | 4,306 | $346.1K | 0.05% | +566+15.1% | Added |
| Secure Asset Management, LLC | 4,246 | $341.3K | 0.07% | 00.0% | Unchanged |
| Wealth Forward, LLC | 4,238 | $340.6K | 0.24% | 00.0% | Unchanged |