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 |
|---|---|---|---|---|---|
| Point72 (DIFC) Ltd | 1,784 | $137.6K | 0.01% | +1,784 | New |
| Covestor Ltd | 1,817 | $140.0K | 0.08% | −951−34.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,824 | $140.6K | 0.01% | +1,824 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,051 | $158.1K | 0.01% | +2,051 | New |
| State of Wyoming | 2,189 | $168.8K | 0.02% | +2,189 | New |
| NBC Securities, Inc. | 2,330 | $179.0K | 0.01% | −125−5.1% | Reduced |
| IHT Wealth Management, LLC | 2,607 | $200.9K | 0.01% | +13+0.5% | Added |
| Compass Financial Group, INC | 2,651 | $204.3K | 0.03% | +17+0.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,652 | $204.4K | 0.00% | −47−1.7% | Reduced |
| Flagship Harbor Advisors, LLC | 2,700 | $208.1K | 0.01% | −169−5.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,779 | $214.2K | 0.04% | 00.0% | Unchanged |
| Ethic Inc. | 2,757 | $216.6K | 0.00% | +2,757 | New |
| CIBC Asset Management Inc | 2,825 | $217.8K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 2,840 | $219.0K | 0.00% | +2+0.1% | Added |
| Quadrature Capital Ltd | 2,847 | $219.4K | 0.00% | +2,847 | New |
| Mitsubishi UFJ Trust & Banking Corp | 2,880 | $222.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,958 | $228.0K | 0.00% | +368+14.2% | Added |
| Xponance, Inc. | 2,970 | $229.0K | 0.00% | −127−4.1% | Reduced |
| Vestcor Inc | 2,969 | $229.0K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,992 | $230.7K | 0.00% | +2,992 | New |
| Crossmark Global Holdings, Inc. | 3,095 | $238.6K | 0.00% | −4−0.1% | Reduced |
| Lifelong Wealth Advisors, Inc. | 3,164 | $243.9K | 0.08% | −10−0.3% | Reduced |
| Farringdon Capital, Ltd. | 3,178 | $245.0K | 0.08% | +3,178 | New |
| Old National Bancorp | 3,285 | $253.2K | 0.00% | +3,285 | New |
| SG Americas Securities, LLC | 3,432 | $265.0K | 0.00% | +3,432 | New |
| Atlas Brown,Inc. | 3,491 | $269.1K | 0.09% | 00.0% | Unchanged |
| Jain Global LLC | 3,511 | $270.7K | 0.00% | +598+20.5% | Added |
| Aigen Investment Management, LP | 3,586 | $276.4K | 0.04% | −2,556−41.6% | Reduced |
| Engineers Gate Manager LP | 3,638 | $280.5K | 0.00% | −2,996−45.2% | Reduced |
| Chesley Taft & Associates LLC | 3,680 | $283.7K | 0.01% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 3,686 | $284.2K | 0.08% | +9+0.2% | Added |
| Capstone Investment Advisors, LLC | 3,698 | $285.1K | 0.00% | +3,698 | New |
| Savant Capital, LLC | 3,711 | $286.1K | 0.00% | −990−21.1% | Reduced |
| Lido Advisors, LLC | 3,718 | $286.7K | 0.00% | +3,718 | New |
| Aster Capital Management (DIFC) Ltd | 3,819 | $294.4K | 0.07% | −6,183−61.8% | Reduced |
| Centiva Capital, LP | 3,839 | $295.9K | 0.02% | +3,839 | New |
| Envestnet Portfolio Solutions, Inc. | 3,913 | $301.7K | 0.00% | +3,913 | New |
| Ameritas Investment Partners, Inc. | 3,937 | $303.5K | 0.01% | −248−5.9% | Reduced |
| Stifel Financial Corp | 3,974 | $306.4K | 0.00% | −359−8.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,991 | $307.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,009 | $309.1K | 0.01% | +3,440+604.6% | Added |
| First Citizens Bank & Trust Co | 4,058 | $312.8K | 0.01% | +4,058 | New |
| Jump Financial, LLC | 4,070 | $313.8K | 0.00% | +4,070 | New |
| Bell Bank | 4,086 | $315.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,191 | $323.1K | 0.00% | +1,263+43.1% | Added |
| Independent Advisor Alliance | 4,235 | $326.5K | 0.01% | 00.0% | Unchanged |
| Wealth Forward, LLC | 4,238 | $326.7K | 0.22% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 4,246 | $327.3K | 0.06% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,266 | $328.9K | 0.01% | +127+3.1% | Added |
| Accredited Investors Inc. | 4,324 | $333.3K | 0.02% | +14+0.3% | Added |
| Point72 Asset Management, L.P. | 4,358 | $336.0K | 0.00% | +4,358 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,390 | $338.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,457 | $343.6K | 0.01% | −131−2.9% | Reduced |
| Janney Montgomery Scott LLC | 4,479 | $345.0K | 0.00% | −207−4.4% | Reduced |
| Modern Wealth Management, LLC | 4,483 | $345.6K | 0.01% | +10.0% | Added |
| Quadrant Capital Group LLC | 4,534 | $349.5K | 0.01% | −126−2.7% | Reduced |
| Public Employees Retirement Association of Colorado | 4,608 | $355.0K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 4,630 | $356.9K | 0.00% | +4,630 | New |
| Occudo Quantitative Strategies LP | 4,675 | $360.4K | 0.04% | +4,675 | New |
| Alternative Investment Advisors, LLC. | 4,680 | $360.8K | 0.18% | +30+0.6% | Added |
| Private Advisor Group, LLC | 4,718 | $363.7K | 0.00% | +9+0.2% | Added |
| CIBC World Markets Corp | 4,751 | $366.3K | 0.00% | −4,428−48.2% | Reduced |
| Cynosure Management, LLC | 4,905 | $378.1K | 0.04% | +599+13.9% | Added |
| Valtinson Bruner Financial Planning LLC | 4,937 | $380.6K | 0.12% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 5,000 | $385.4K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,037 | $388.3K | 0.00% | +26+0.5% | Added |
| Opus Capital Group, LLC | 5,266 | $406.0K | 0.05% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 5,383 | $415.0K | 0.00% | −708−11.6% | Reduced |
| New Age Alpha Advisors, LLC | 5,429 | $418.5K | 0.02% | +114+2.1% | Added |
| Trexquant Investment LP | 5,642 | $434.9K | 0.00% | −79,746−93.4% | Reduced |
| ISAM Funds (UK) Ltd | 5,690 | $438.6K | 0.10% | +2,512+79.0% | Added |
| Quantinno Capital Management LP | 5,721 | $441.0K | 0.00% | +1,190+26.3% | Added |
| Teacher Retirement System of Texas | 5,723 | $441.2K | 0.00% | +220+4.0% | Added |
| Jones Financial Companies LLLP | 5,960 | $467.5K | 0.00% | +395+7.1% | Added |
| Congress Wealth Management LLC | 6,130 | $472.6K | 0.00% | +3,026+97.5% | Added |
| Coldstream Capital Management Inc | 6,190 | $477.2K | 0.01% | −446−6.7% | Reduced |
| HighTower Advisors, LLC | 6,219 | $479.5K | 0.00% | +620+11.1% | Added |
| Bokf, NA | 6,299 | $485.6K | 0.01% | +189+3.1% | Added |
| D.A. Davidson & Co. | 6,384 | $492.2K | 0.00% | +223+3.6% | Added |
| FMR LLC | 6,424 | $495.3K | 0.00% | +66+1.0% | Added |
| Holocene Advisors, LP | 6,597 | $508.6K | 0.00% | −14,014−68.0% | Reduced |
| Envestnet Asset Management Inc | 6,687 | $515.5K | 0.00% | +26+0.4% | Added |
| SEI Investments Co | 6,709 | $517.2K | 0.00% | −696−9.4% | Reduced |
| HSBC Holdings PLC | 6,748 | $524.7K | 0.00% | +794+13.3% | Added |
| RBA Wealth Management, LLC | 6,821 | $525.8K | 0.20% | −273−3.8% | Reduced |
| Virtus ETF Advisers LLC | 6,854 | $528.4K | 0.32% | −8,230−54.6% | Reduced |
| Creative Planning | 6,993 | $539.1K | 0.00% | −1,828−20.7% | Reduced |
| Amundi | 6,887 | $547.0K | 0.00% | +6,887 | New |
| Avantax Advisory Services, Inc. | 7,228 | $557.2K | 0.00% | +264+3.8% | Added |
| Entropy Technologies, LP | 7,358 | $567.2K | 0.05% | −1,792−19.6% | Reduced |
| MML Investors Services, LLC | 7,373 | $568.0K | 0.00% | +186+2.6% | Added |
| Alerus Financial NA | 7,424 | $572.3K | 0.04% | +7,424 | New |
| SNS Financial Group, LLC | 7,459 | $575.0K | 0.05% | 00.0% | Unchanged |
| Vident Advisory, LLC | 7,577 | $584.2K | 0.01% | −739−8.9% | Reduced |
| Pictet Asset Management Holding SA | 7,630 | $588.2K | 0.00% | −20.0% | Reduced |
| Colony Group, LLC | 8,046 | $620.3K | 0.00% | +11+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,142 | $628.0K | 0.00% | −500−5.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,274 | $637.8K | 0.00% | +957+13.1% | Added |
| NorthRock Partners, LLC | 8,284 | $638.6K | 0.02% | −20−0.2% | Reduced |
| James Investment Research Inc | 8,302 | $640.0K | 0.08% | 00.0% | Unchanged |