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, Q2 2025
Institutional positions in Otter Tail Corp as of Jun 30, 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
- 345
- +13 vs. Q1 2025
- Shares held
- 27.5M
- +114.3K (+0.4%) vs. Q1 2025
- Total value
- $2.12B
- −$81.4M (−3.7%) vs. Q1 2025
- New holders
- 45
- 108 more added
- Sold out
- 32
- 128 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,428,579 | $495.6M | 0.01% | −253,140−3.8% | Reduced |
| Vanguard Group Inc | 5,142,810 | $396.5M | 0.01% | −30,423−0.6% | Reduced |
| State Street Corp | 1,571,945 | $121.2M | 0.00% | −31,473−2.0% | Reduced |
| First Trust Advisors LP | 1,243,574 | $95.9M | 0.08% | −10,713−0.9% | Reduced |
| Geode Capital Management, LLC | 1,010,613 | $77.9M | 0.01% | −14,852−1.4% | Reduced |
| Dimensional Fund Advisors LP | 884,507 | $68.2M | 0.02% | −27,562−3.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 563,973 | $43.5M | 0.09% | +157,652+38.8% | Added |
| Charles Schwab Investment Management Inc | 534,328 | $41.2M | 0.01% | −17,010−3.1% | Reduced |
| Millennium Management LLC | 476,582 | $36.7M | 0.03% | +166,375+53.6% | Added |
| Gabelli Funds LLC | 469,600 | $36.2M | 0.26% | −1,100−0.2% | Reduced |
| Morgan Stanley | 430,896 | $33.2M | 0.00% | +31,398+7.9% | Added |
| Bank of America Corp | 409,157 | $31.5M | 0.00% | +98,243+31.6% | Added |
| Northern Trust Corp | 407,973 | $31.5M | 0.00% | −87,077−17.6% | Reduced |
| Bank of New York Mellon Corp | 384,470 | $29.6M | 0.01% | −7,898−2.0% | Reduced |
| JPMorgan Chase & Co | 341,495 | $26.3M | 0.00% | +57,751+20.4% | Added |
| Gamco Investors, Inc. Et Al | 273,392 | $21.1M | 0.21% | +200+0.1% | Added |
| Invesco Ltd. | 254,207 | $19.6M | 0.00% | −65,700−20.5% | Reduced |
| Citadel Advisors LLC | 236,061 | $18.2M | 0.02% | +57,873+32.5% | Added |
| Principal Financial Group Inc | 207,555 | $16.0M | 0.01% | −24,006−10.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 185,000 | $14.3M | 0.02% | −35,000−15.9% | Reduced |
| Goldman Sachs Group Inc | 181,796 | $14.0M | 0.00% | −49,229−21.3% | Reduced |
| Federated Hermes, Inc. | 171,526 | $13.2M | 0.02% | −9,914−5.5% | Reduced |
| D. E. Shaw & Co., Inc. | 164,726 | $12.7M | 0.01% | +63,850+63.3% | Added |
| Tudor Investment Corp Et Al | 154,591 | $11.9M | 0.09% | +54,772+54.9% | Added |
| Nuveen, LLC | 154,584 | $11.9M | 0.00% | −9,862−6.0% | Reduced |
| Public Sector Pension Investment Board | 142,860 | $11.0M | 0.05% | +10,191+7.7% | Added |
| Qube Research & Technologies Ltd | 139,921 | $10.8M | 0.01% | −36,169−20.5% | Reduced |
| Royal Bank of Canada | 129,953 | $10.0M | 0.00% | +13,474+11.6% | Added |
| Victory Capital Management Inc | 124,701 | $9.61M | 0.01% | +6,838+5.8% | Added |
| Bank & Trust Co | 122,844 | $9.47M | 7.49% | −628−0.5% | Reduced |
| Ameriprise Financial Inc | 119,386 | $9.20M | 0.00% | −6,490−5.2% | Reduced |
| Legal & General Group Plc | 112,041 | $8.64M | 0.00% | +5,714+5.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 110,665 | $8.53M | 0.03% | −7,580−6.4% | Reduced |
| Rhumbline Advisers | 109,225 | $8.42M | 0.01% | +1,065+1.0% | Added |
| Voloridge Investment Management, LLC | 107,909 | $8.32M | 0.03% | +9,410+9.6% | Added |
| Phocas Financial Corp. | 95,919 | $7.39M | 1.06% | +140.0% | Added |
| Jane Street Group, LLC | 92,011 | $7.09M | 0.01% | +37,899+70.0% | Added |
| Whittier Trust Co | 88,409 | $6.82M | 0.08% | +2,002+2.3% | Added |
| ProShare Advisors LLC | 84,990 | $6.55M | 0.01% | −11,958−12.3% | Reduced |
| UBS Group AG | 82,661 | $6.37M | 0.00% | −17,628−17.6% | Reduced |
| Prudential Financial Inc | 76,628 | $6.15M | 0.01% | −11,625−13.2% | Reduced |
| Denali Advisors LLC | 79,175 | $6.10M | 0.64% | +11,216+16.5% | Added |
| Barclays PLC | 79,170 | $6.10M | 0.00% | +22,290+39.2% | Added |
| UBS Asset Management Americas Inc | 78,778 | $6.07M | 0.00% | +33,136+72.6% | Added |
| Balyasny Asset Management LLC | 78,154 | $6.02M | 0.01% | −21,340−21.4% | Reduced |
| Intech Investment Management LLC | 77,416 | $5.97M | 0.06% | +58,511+309.5% | Added |
| Brandywine Global Investment Management, LLC | 73,695 | $5.68M | 0.04% | +46,216+168.2% | Added |
| Swiss National Bank | 72,000 | $5.55M | 0.00% | −1,000−1.4% | Reduced |
| BNP Paribas Arbitrage, SA | 69,586 | $5.36M | 0.00% | +44,968+182.7% | Added |
| New York State Common Retirement Fund | 67,583 | $5.21M | 0.01% | +3,400+5.3% | Added |
| Buck Wealth Strategies, LLC | 66,128 | $5.10M | 0.78% | +6,738+11.3% | Added |
| LPL Financial LLC | 63,344 | $4.88M | 0.00% | +2,769+4.6% | Added |
| Schonfeld Strategic Advisors LLC | 60,387 | $4.66M | 0.04% | −10,579−14.9% | Reduced |
| LSV Asset Management | 59,700 | $4.60M | 0.01% | +59,700 | New |
| Marshall Wace, LLP | 59,017 | $4.55M | 0.01% | +21,159+55.9% | Added |
| Wells Fargo & Company | 54,481 | $4.20M | 0.00% | +2,973+5.8% | Added |
| HRT Financial LP | 50,562 | $3.90M | 0.02% | +50,562 | New |
| Citigroup Inc | 50,034 | $3.86M | 0.00% | −9,631−16.1% | Reduced |
| Susquehanna International Group, LLP | 49,150 | $3.79M | 0.01% | −1,521−3.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 47,266 | $3.64M | 0.08% | +1,486+3.2% | Added |
| Alliancebernstein L.P. | 46,647 | $3.60M | 0.00% | −397−0.8% | Reduced |
| CBOE Vest Financial, LLC | 41,216 | $3.18M | 0.04% | +11,217+37.4% | Added |
| First Manhattan Co | 40,960 | $3.16M | 0.01% | −970−2.3% | Reduced |
| Price T Rowe Associates Inc | 40,802 | $3.15M | 0.00% | +1,536+3.9% | Added |
| Palisades Investment Partners, LLC | 40,191 | $3.10M | 1.35% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 39,110 | $3.01M | 0.00% | +39,110 | New |
| Bridgeway Capital Management, LLC | 38,100 | $2.94M | 0.07% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 37,961 | $2.93M | 0.01% | +7,238+23.6% | Added |
| ExodusPoint Capital Management, LP | 37,695 | $2.91M | 0.04% | +37,695 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 35,614 | $2.75M | 0.01% | −7,856−18.1% | Reduced |
| Raymond James Financial Inc | 35,000 | $2.70M | 0.00% | −1,957−5.3% | Reduced |
| Great West Life Assurance Co | 34,996 | $2.70M | 0.00% | −1,078−3.0% | Reduced |
| California State Teachers Retirement System | 34,937 | $2.69M | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 33,417 | $2.58M | 0.01% | +3,190+10.6% | Added |
| Martingale Asset Management L P | 33,062 | $2.55M | 0.06% | −201−0.6% | Reduced |
| US Bancorp | 32,392 | $2.50M | 0.00% | −348−1.1% | Reduced |
| Royce & Associates LP | 31,760 | $2.45M | 0.03% | +1,389+4.6% | Added |
| Quantbot Technologies LP | 31,585 | $2.43M | 0.06% | −242−0.8% | Reduced |
| Virginia Retirement Systems Et Al | 30,854 | $2.38M | 0.02% | +1,400+4.8% | Added |
| Edgestream Partners, L.P. | 30,422 | $2.35M | 0.07% | +3,817+14.3% | Added |
| Deutsche Bank AG | 30,254 | $2.33M | 0.00% | −5,708−15.9% | Reduced |
| Financial Engines Advisors L.L.C. | 28,758 | $2.22M | 0.00% | +5,877+25.7% | Added |
| Verition Fund Management LLC | 27,255 | $2.10M | 0.01% | +10,119+59.1% | Added |
| Mariner, LLC | 25,973 | $2.00M | 0.00% | −2,136−7.6% | Reduced |
| OneAscent Financial Services LLC | 24,710 | $1.95M | 0.14% | −24,238−49.5% | Reduced |
| State of Alaska, Department of Revenue | 24,929 | $1.92M | 0.02% | +1,752+7.6% | Added |
| State of New Jersey Common Pension Fund D | 24,569 | $1.89M | 0.01% | +850+3.6% | Added |
| Two Sigma Investments, LP | 24,348 | $1.88M | 0.00% | +10,366+74.1% | Added |
| State of Wisconsin Investment Board | 23,947 | $1.85M | 0.00% | −415−1.7% | Reduced |
| MetLife Investment Management | 23,415 | $1.81M | 0.01% | −536−2.2% | Reduced |
| Manufacturers Life Insurance Company, The | 23,253 | $1.79M | 0.00% | −505−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 22,249 | $1.72M | 0.00% | +1,358+6.5% | Added |
| Alps Advisors Inc | 22,180 | $1.71M | 0.01% | −73−0.3% | Reduced |
| Comerica Bank | 22,044 | $1.70M | 0.01% | −1,376−5.9% | Reduced |
| Illinois Municipal Retirement Fund | 21,715 | $1.67M | 0.02% | +1,031+5.0% | Added |
| Advisor Group Holdings, Inc. | 21,601 | $1.67M | 0.00% | +468+2.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 21,135 | $1.63M | 0.00% | −3,476−14.1% | Reduced |
| Aquatic Capital Management LLC | 20,720 | $1.60M | 0.03% | +11,178+117.1% | Added |
| GWM Advisors LLC | 20,377 | $1.57M | 0.01% | −1,125−5.2% | Reduced |
| Louisiana State Employees Retirement System | 19,600 | $1.51M | 0.03% | −100−0.5% | Reduced |