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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 78,154 | $6.02M | 0.01% | −21,340−21.4% | Reduced |
| UBS Asset Management Americas Inc | 78,778 | $6.07M | 0.00% | +33,136+72.6% | Added |
| Barclays PLC | 79,170 | $6.10M | 0.00% | +22,290+39.2% | Added |
| Denali Advisors LLC | 79,175 | $6.10M | 0.64% | +11,216+16.5% | Added |
| Prudential Financial Inc | 76,628 | $6.15M | 0.01% | −11,625−13.2% | Reduced |
| UBS Group AG | 82,661 | $6.37M | 0.00% | −17,628−17.6% | Reduced |
| ProShare Advisors LLC | 84,990 | $6.55M | 0.01% | −11,958−12.3% | Reduced |
| Whittier Trust Co | 88,409 | $6.82M | 0.08% | +2,002+2.3% | Added |
| Jane Street Group, LLC | 92,011 | $7.09M | 0.01% | +37,899+70.0% | Added |
| Phocas Financial Corp. | 95,919 | $7.39M | 1.06% | +140.0% | Added |
| Voloridge Investment Management, LLC | 107,909 | $8.32M | 0.03% | +9,410+9.6% | Added |
| Rhumbline Advisers | 109,225 | $8.42M | 0.01% | +1,065+1.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 110,665 | $8.53M | 0.03% | −7,580−6.4% | Reduced |
| Legal & General Group Plc | 112,041 | $8.64M | 0.00% | +5,714+5.4% | Added |
| Ameriprise Financial Inc | 119,386 | $9.20M | 0.00% | −6,490−5.2% | Reduced |
| Bank & Trust Co | 122,844 | $9.47M | 7.49% | −628−0.5% | Reduced |
| Victory Capital Management Inc | 124,701 | $9.61M | 0.01% | +6,838+5.8% | Added |
| Royal Bank of Canada | 129,953 | $10.0M | 0.00% | +13,474+11.6% | Added |
| Qube Research & Technologies Ltd | 139,921 | $10.8M | 0.01% | −36,169−20.5% | Reduced |
| Public Sector Pension Investment Board | 142,860 | $11.0M | 0.05% | +10,191+7.7% | Added |
| Nuveen, LLC | 154,584 | $11.9M | 0.00% | −9,862−6.0% | Reduced |
| Tudor Investment Corp Et Al | 154,591 | $11.9M | 0.09% | +54,772+54.9% | Added |
| D. E. Shaw & Co., Inc. | 164,726 | $12.7M | 0.01% | +63,850+63.3% | Added |
| Federated Hermes, Inc. | 171,526 | $13.2M | 0.02% | −9,914−5.5% | Reduced |
| Goldman Sachs Group Inc | 181,796 | $14.0M | 0.00% | −49,229−21.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 185,000 | $14.3M | 0.02% | −35,000−15.9% | Reduced |
| Principal Financial Group Inc | 207,555 | $16.0M | 0.01% | −24,006−10.4% | Reduced |
| Citadel Advisors LLC | 236,061 | $18.2M | 0.02% | +57,873+32.5% | Added |
| Invesco Ltd. | 254,207 | $19.6M | 0.00% | −65,700−20.5% | Reduced |
| Gamco Investors, Inc. Et Al | 273,392 | $21.1M | 0.21% | +200+0.1% | Added |
| JPMorgan Chase & Co | 341,495 | $26.3M | 0.00% | +57,751+20.4% | Added |
| Bank of New York Mellon Corp | 384,470 | $29.6M | 0.01% | −7,898−2.0% | Reduced |
| Northern Trust Corp | 407,973 | $31.5M | 0.00% | −87,077−17.6% | Reduced |
| Bank of America Corp | 409,157 | $31.5M | 0.00% | +98,243+31.6% | Added |
| Morgan Stanley | 430,896 | $33.2M | 0.00% | +31,398+7.9% | Added |
| Gabelli Funds LLC | 469,600 | $36.2M | 0.26% | −1,100−0.2% | Reduced |
| Millennium Management LLC | 476,582 | $36.7M | 0.03% | +166,375+53.6% | Added |
| Charles Schwab Investment Management Inc | 534,328 | $41.2M | 0.01% | −17,010−3.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 563,973 | $43.5M | 0.09% | +157,652+38.8% | Added |
| Dimensional Fund Advisors LP | 884,507 | $68.2M | 0.02% | −27,562−3.0% | Reduced |
| Geode Capital Management, LLC | 1,010,613 | $77.9M | 0.01% | −14,852−1.4% | Reduced |
| First Trust Advisors LP | 1,243,574 | $95.9M | 0.08% | −10,713−0.9% | Reduced |
| State Street Corp | 1,571,945 | $121.2M | 0.00% | −31,473−2.0% | Reduced |
| Vanguard Group Inc | 5,142,810 | $396.5M | 0.01% | −30,423−0.6% | Reduced |
| BlackRock, Inc. | 6,428,579 | $495.6M | 0.01% | −253,140−3.8% | Reduced |
| Man Group plc | 0 | $0 | 0.00% | −49,288−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −21,616−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −20,100−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,596−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −10,216−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,880−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −8,242−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −7,024−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −6,441−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −4,657−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −4,040−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −3,081−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −2,986−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −2,765−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −2,683−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −2,545−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,540−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −2,526−100.0% | Sold out |
| Studio Investment Management LLC | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | – | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −329−100.0% | Sold out |
| Salomon & Ludwin, LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Atala Financial Inc | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Bremer Bank National Association | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |