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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 4,235 | $340.4K | 0.01% | +4,235 | New |
| Ameritas Investment Partners, Inc. | 4,185 | $336.3K | 0.01% | −143−3.3% | Reduced |
| Harbour Investments, Inc. | 4,139 | $332.7K | 0.01% | +12+0.3% | Added |
| Bell Bank | 4,086 | $328.4K | 0.02% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 4,040 | $324.7K | 0.15% | +4,040 | New |
| Steward Partners Investment Advisory, LLC | 3,991 | $320.8K | 0.00% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 3,680 | $295.8K | 0.01% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 3,677 | $295.5K | 0.08% | −100−2.6% | Reduced |
| Atlas Brown,Inc. | 3,491 | $280.6K | 0.10% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 3,178 | $255.4K | 0.13% | +3,178 | New |
| Lifelong Wealth Advisors, Inc. | 3,174 | $255.1K | 0.12% | +10+0.3% | Added |
| Congress Wealth Management LLC | 3,104 | $249.5K | 0.00% | +104+3.5% | Added |
| Crossmark Global Holdings, Inc. | 3,099 | $249.1K | 0.00% | −30−1.0% | Reduced |
| Xponance, Inc. | 3,097 | $248.9K | 0.00% | +151+5.1% | Added |
| Hancock Whitney Corp | 3,081 | $247.6K | 0.01% | −76−2.4% | Reduced |
| Change Path, LLC | 2,986 | $240.0K | 0.01% | +2,986 | New |
| Vestcor Inc | 2,969 | $239.0K | 0.01% | −1,220−29.1% | Reduced |
| Guggenheim Capital LLC | 2,928 | $235.3K | 0.00% | −1,669−36.3% | Reduced |
| Jain Global LLC | 2,913 | $234.1K | 0.00% | +2,913 | New |
| Mitsubishi UFJ Trust & Banking Corp | 2,880 | $231.5K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,869 | $230.5K | 0.01% | −140−4.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,838 | $228.1K | 0.00% | −9−0.3% | Reduced |
| CIBC Asset Management Inc | 2,825 | $227.0K | 0.00% | −56−1.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,779 | $223.3K | 0.05% | 00.0% | Unchanged |
| United Services Automobile Association | 2,765 | $223.2K | 0.01% | +2,765 | New |
| Covestor Ltd | 2,768 | $222.0K | 0.15% | +108+4.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,699 | $217.9K | 0.00% | +2,699 | New |
| Farther Finance Advisors, LLC | 2,664 | $216.6K | 0.01% | +2,445+1,116.4% | Added |
| Monument Capital Management | 2,683 | $215.6K | 0.07% | +2,683 | New |
| Compass Financial Group, INC | 2,634 | $211.7K | 0.04% | +2,634 | New |
| Evergreen Capital Management LLC | 2,620 | $210.6K | 0.01% | −654−20.0% | Reduced |
| IHT Wealth Management, LLC | 2,594 | $208.5K | 0.01% | +2,594 | New |
| Mercer Global Advisors Inc | 2,590 | $208.2K | 0.00% | −397−13.3% | Reduced |
| Kestra Private Wealth Services, LLC | 2,545 | $204.5K | 0.00% | +2,545 | New |
| Cresset Asset Management, LLC | 2,540 | $204.2K | 0.00% | +2,540 | New |
| Bridgewater Associates, LP | 2,526 | $203.0K | 0.00% | +2,526 | New |
| NBC Securities, Inc. | 2,455 | $197.0K | 0.02% | +2,453+122,650.0% | Added |
| Shell Asset Management Co | 2,163 | $174.0K | 0.01% | +1,247+136.1% | Added |
| STRS Ohio | 2,100 | $168.8K | 0.00% | +1,300+162.5% | Added |
| JNBA Financial Advisors | 1,830 | $147.0K | 0.02% | +115+6.7% | Added |
| Harvest Fund Management Co., Ltd | 1,810 | $145.0K | 0.01% | +1,810 | New |
| KBC Group NV | 1,646 | $132.0K | 0.00% | +40+2.5% | Added |
| DekaBank Deutsche Girozentrale | 1,526 | $121.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,237 | $99.4K | 0.00% | −265−17.6% | Reduced |
| CIBC Private Wealth Group, LLC | 1,300 | $97.0K | 0.00% | −1,579−54.8% | Reduced |
| USA Financial Portformulas Corp | 1,202 | $96.6K | 0.02% | +419+53.5% | Added |
| High Note Wealth, LLC | 1,188 | $95.5K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 1,151 | $92.5K | 0.03% | −1−0.1% | Reduced |
| Crews Bank & Trust | 1,092 | $87.8K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,036 | $83.3K | 0.03% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $80.4K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 904 | $72.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 896 | $72.0K | 0.00% | +56+6.7% | Added |
| Costello Asset Management, INC | 822 | $66.0K | 0.03% | +822 | New |
| Armstrong Advisory Group, Inc | 860 | $63.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 742 | $59.7K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 741 | $59.6K | 0.04% | −15−2.0% | Reduced |
| Studio Investment Management LLC | 680 | $54.7K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 667 | $53.6K | 0.02% | +667 | New |
| Northwestern Mutual Wealth Management Co | 661 | $53.2K | 0.00% | −875−57.0% | Reduced |
| Allworth Financial LP | 650 | $51.4K | 0.00% | +12+1.9% | Added |
| Lazard Asset Management LLC | 598 | $48.0K | 0.00% | −2,332−79.6% | Reduced |
| Public Employees Retirement System of Ohio | 590 | $47.4K | 0.00% | +63+12.0% | Added |
| Tower Research Capital LLC (TRC) | 569 | $45.7K | 0.00% | −1,276−69.2% | Reduced |
| AdvisorNet Financial, Inc | 550 | $44.2K | 0.00% | +300+120.0% | Added |
| Bryn Mawr Trust Co | 500 | $40.2K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 500 | $40.2K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 454 | $36.5K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 426 | $34.2K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 420 | $33.8K | 0.03% | +420 | New |
| GAMMA Investing LLC | 402 | $32.3K | 0.00% | +79+24.5% | Added |
| Ronald Blue Trust, Inc. | 389 | $31.3K | 0.00% | −75−16.2% | Reduced |
| Byrne Asset Management LLC | – | $31.1K | 0.02% | – | – |
| IFP Advisors, Inc | 370 | $29.7K | 0.00% | −1−0.3% | Reduced |
| West Financial Advisors, LLC | 334 | $26.8K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 329 | $26.4K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 318 | $25.6K | 0.01% | −166−34.3% | Reduced |
| Hemington Wealth Management | 250 | $20.0K | 0.00% | +20+8.7% | Added |
| 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 |
| Nomura Asset Management Co Ltd | 220 | $17.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Smallwood Wealth Investment Management, LLC | 192 | $15.5K | 0.01% | +192 | New |
| MAI Capital Management | 190 | $15.3K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 160 | $12.9K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 160 | $12.9K | 0.00% | +160 | New |
| Leonteq Securities AG | 159 | $12.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 157 | $11.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 141 | $11.3K | 0.00% | +75+113.6% | Added |
| Salomon & Ludwin, LLC | 133 | $10.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 124 | $10.0K | 0.00% | −79−38.9% | Reduced |
| EverSource Wealth Advisors, LLC | 122 | $9.80K | 0.00% | +91+293.5% | Added |
| Signaturefd, LLC | 121 | $9.72K | 0.00% | +6+5.2% | Added |
| BOK Financial Private Wealth, Inc. | 106 | $8.54K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 99 | $7.96K | 0.00% | +3+3.1% | Added |
| Sierra Ocean, LLC | 98 | $7.88K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 95 | $7.63K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 75 | $6.03K | 0.00% | +55+275.0% | Added |