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 |
|---|---|---|---|---|---|
| Parkworth Wealth Management, Inc. | 1 | $77 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $78 | 0.00% | −6−85.7% | Reduced |
| Rialto Wealth Management, LLC | 1 | $78 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $154 | 0.00% | +1+100.0% | Added |
| Huntington National Bank | 3 | $231 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $231 | 0.00% | +2+200.0% | Added |
| SJS Investment Consulting Inc. | 3 | $232 | 0.00% | −3−50.0% | Reduced |
| Manchester Capital Management LLC | 3 | $232 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $540 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 8 | $617 | 0.00% | +8 | New |
| Essential Partners LLC | 9 | $694 | 0.00% | +9 | New |
| SBI Securities Co., Ltd. | 10 | $771 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $771 | 0.00% | +10 | New |
| Assetmark, Inc | 11 | $848 | 0.00% | +7+175.0% | Added |
| Glen Eagle Advisors, LLC | 11 | $874 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 12 | $925 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| South State Corp. | 17 | $1.31K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 21 | $1.62K | 0.00% | +2+10.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 21 | $1.73K | 0.00% | +21 | New |
| Bare Financial Services, Inc | 24 | $1.85K | 0.00% | +14+140.0% | Added |
| Bellwether Advisors, LLC | 25 | $1.93K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 26 | $2.00K | 0.00% | −15−36.6% | Reduced |
| JFS Wealth Advisors, LLC | 27 | $2.08K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 28 | $2.16K | 0.00% | +28 | New |
| Farmers & Merchants Investments Inc | 28 | $2.16K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 31 | $2.44K | 0.00% | −93−75.0% | Reduced |
| Parkside Financial Bank & Trust | 33 | $2.54K | 0.00% | −5−13.2% | Reduced |
| Massmutual Trust Co FSB | 34 | $2.62K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 37 | $2.85K | 0.00% | −123−76.9% | Reduced |
| Concord Wealth Partners | 40 | $3.08K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 41 | $3.16K | 0.00% | +41 | New |
| Global Wealth Strategies & Associates | 55 | $4.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $4.32K | 0.00% | −4−6.7% | Reduced |
| SRS Capital Advisors, Inc. | 56 | $4.32K | 0.00% | +35+166.7% | Added |
| Rothschild Investment LLC | 60 | $4.63K | 0.00% | −15−20.0% | Reduced |
| Brown Brothers Harriman & Co | 62 | $4.78K | 0.00% | +62 | New |
| Ancora Advisors, LLC | 67 | $5.17K | 0.00% | +38+131.0% | Added |
| WealthCollab, LLC | 81 | $6.25K | 0.00% | +15+22.7% | Added |
| Umb Bank N A | 89 | $6.86K | 0.00% | −52−36.9% | Reduced |
| Harvest Fund Management Co., Ltd | 90 | $7.00K | 0.00% | −1,720−95.0% | Reduced |
| Principal Securities, Inc. | 94 | $7.24K | 0.00% | −63−40.1% | Reduced |
| Broadwater Capital Management LLC | 7,324 | $7.32K | 0.01% | +7,229+7,609.5% | Added |
| Leonteq Securities AG | 100 | $7.71K | 0.00% | −59−37.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 106 | $8.19K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 115 | $8.87K | 0.00% | −6−5.0% | Reduced |
| Ameritas Advisory Services, LLC | 150 | $11.6K | 0.00% | +150 | New |
| Bessemer Group Inc | 152 | $12.0K | 0.00% | −86−36.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 160 | $12.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 165 | $12.7K | 0.00% | −25−13.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 193 | $14.9K | 0.01% | +1+0.5% | Added |
| Independence Bank of Kentucky | 200 | $15.4K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 200 | $15.4K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $15.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 216 | $16.7K | 0.00% | +94+77.0% | Added |
| Nomura Asset Management Co Ltd | 220 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 239 | $18.0K | 0.00% | −11−4.4% | Reduced |
| Harbor Capital Advisors, Inc. | 258 | $20.0K | 0.00% | +19+7.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 263 | $20.3K | 0.00% | −144,226−99.8% | Reduced |
| Ronald Blue Trust, Inc. | 264 | $20.4K | 0.00% | −125−32.1% | Reduced |
| GAMMA Investing LLC | 300 | $23.1K | 0.00% | −102−25.4% | Reduced |
| Vermillion Wealth Management, Inc. | 300 | $23.1K | 0.01% | −18−5.7% | Reduced |
| HighMark Wealth Management LLC | 331 | $25.5K | 0.01% | +331 | New |
| West Financial Advisors, LLC | 334 | $25.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 341 | $31.4K | 0.00% | −29−7.8% | Reduced |
| Clear Street Markets LLC | 415 | $32.0K | 0.01% | +415 | New |
| MJT & Associates Financial Advisory Group, Inc. | 420 | $32.4K | 0.04% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 426 | $32.8K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 454 | $35.0K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 500 | $38.5K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 550 | $42.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 613 | $47.3K | 0.00% | +23+3.9% | Added |
| Quarry LP | 643 | $49.6K | 0.01% | +643 | New |
| Northwestern Mutual Wealth Management Co | 661 | $51.0K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 667 | $51.4K | 0.02% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 689 | $53.0K | 0.00% | +689 | New |
| Costello Asset Management, INC | 722 | $55.7K | 0.02% | −100−12.2% | Reduced |
| C M Bidwell & Associates Ltd | 741 | $57.1K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 742 | $57.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 868 | $66.9K | 0.00% | −369−29.8% | Reduced |
| Fifth Third Bancorp | 873 | $67.3K | 0.00% | −23−2.6% | Reduced |
| Trust Co of Vermont | 904 | $69.7K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $77.1K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,036 | $79.9K | 0.02% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,092 | $84.2K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 1,100 | $84.8K | 0.00% | −1,000−47.6% | Reduced |
| USA Financial Portformulas Corp | 1,141 | $88.0K | 0.02% | −61−5.1% | Reduced |
| Abound Wealth Management | 1,151 | $88.7K | 0.03% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1,188 | $91.6K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,198 | $92.3K | 0.00% | +548+84.3% | Added |
| KBC Group NV | 1,227 | $95.0K | 0.00% | −419−25.5% | Reduced |
| Global Retirement Partners, LLC | 1,267 | $97.7K | 0.00% | +1,267 | New |
| CIBC Private Wealth Group, LLC | 1,300 | $100.2K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,526 | $119.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,591 | $122.6K | 0.02% | +1,591 | New |
| Armstrong Advisory Group, Inc | 1,660 | $128.0K | 0.01% | +800+93.0% | Added |
| JNBA Financial Advisors | 1,715 | $132.2K | 0.01% | −115−6.3% | Reduced |
| Farther Finance Advisors, LLC | 1,729 | $133.3K | 0.00% | −935−35.1% | Reduced |
| Shell Asset Management Co | 1,737 | $134.0K | 0.00% | −426−19.7% | Reduced |