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 |
|---|---|---|---|---|---|
| Quest Partners LLC | 19,044 | $1.47M | 0.14% | +10,799+131.0% | Added |
| Nebula Research & Development LLC | 18,757 | $1.45M | 0.12% | −7,326−28.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 17,610 | $1.40M | 0.00% | −268−1.5% | Reduced |
| Focus Financial Network, Inc. | 17,666 | $1.36M | 0.05% | +10.0% | Added |
| John G Ullman & Associates Inc | 15,950 | $1.23M | 0.18% | 00.0% | Unchanged |
| Atom Investors LP | 15,731 | $1.21M | 0.11% | +15,731 | New |
| American Century Companies Inc | 15,726 | $1.21M | 0.00% | +917+6.2% | Added |
| Yousif Capital Management, LLC | 15,548 | $1.20M | 0.01% | −49−0.3% | Reduced |
| Russell Investments Group, Ltd. | 15,184 | $1.17M | 0.00% | −664−4.2% | Reduced |
| State of Tennessee, Treasury Department | 14,714 | $1.13M | 0.00% | −7,567−34.0% | Reduced |
| Janus Henderson Group PLC | 14,686 | $1.13M | 0.00% | −11,498−43.9% | Reduced |
| North Star Investment Management Corp. | 14,684 | $1.13M | 0.08% | +30.0% | Added |
| New York State Teachers Retirement System | 14,539 | $1.12M | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 14,363 | $1.11M | 0.06% | −17−0.1% | Reduced |
| Mackenzie Financial Corp | 14,226 | $1.10M | 0.00% | +9,583+206.4% | Added |
| Weiss Asset Management LP | 13,803 | $1.06M | 0.02% | +13,803 | New |
| Advisors Asset Management, Inc. | 13,644 | $1.05M | 0.02% | +1,414+11.6% | Added |
| Voya Investment Management LLC | 13,528 | $1.04M | 0.00% | −249−1.8% | Reduced |
| AQR Capital Management LLC | 13,077 | $1.01M | 0.00% | −9,632−42.4% | Reduced |
| Squarepoint Ops LLC | 12,996 | $1.00M | 0.00% | −2,934−18.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,691 | $978.0K | 0.01% | −927−6.8% | Reduced |
| Twinbeech Capital LP | 12,585 | $970.2K | 0.02% | +5,401+75.2% | Added |
| Maryland State Retirement & Pension System | 12,315 | $949.4K | 0.02% | +149+1.2% | Added |
| Bank of Montreal | 12,060 | $929.7K | 0.00% | −90−0.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 12,000 | $925.1K | 0.11% | 00.0% | Unchanged |
| Amalgamated Bank | 11,950 | $921.0K | 0.01% | +26+0.2% | Added |
| Cetera Investment Advisers | 11,629 | $896.5K | 0.00% | +773+7.1% | Added |
| State Board of Administration of Florida Retirement System | 11,503 | $886.8K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,044 | $851.4K | 0.00% | −387−3.4% | Reduced |
| Arizona State Retirement System | 10,972 | $845.8K | 0.00% | +176+1.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,758 | $829.3K | 0.00% | +748+7.5% | Added |
| Linden Thomas Advisory Services, LLC | 10,633 | $819.7K | 0.09% | +2,124+25.0% | Added |
| Allspring Global Investments Holdings, LLC | 10,316 | $815.5K | 0.00% | −522−4.8% | Reduced |
| XTX Topco Ltd | 10,578 | $815.5K | 0.03% | +10,578 | New |
| Ensign Peak Advisors, Inc | 10,560 | $814.1K | 0.00% | −4,100−28.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,508 | $810.1K | 0.00% | −92−0.9% | Reduced |
| CWM, LLC | 10,418 | $803.0K | 0.00% | −289−2.7% | Reduced |
| Great Valley Advisor Group, Inc. | 10,200 | $786.4K | 0.02% | +10,200 | New |
| Vista Investment Partners LLC | 9,812 | $756.4K | 0.22% | −87−0.9% | Reduced |
| Two Sigma Advisers, LP | 9,800 | $755.5K | 0.00% | −1,000−9.3% | Reduced |
| Oregon Public Employees Retirement Fund | 9,623 | $741.8K | 0.01% | +100+1.1% | Added |
| Foster & Motley Inc | 9,085 | $700.0K | 0.04% | −113−1.2% | Reduced |
| Sterling Capital Management LLC | 9,035 | $696.5K | 0.01% | +562+6.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,864 | $683.3K | 0.01% | +57+0.6% | Added |
| Kestra Advisory Services, LLC | 8,609 | $663.6K | 0.00% | −379−4.2% | Reduced |
| James Investment Research Inc | 8,302 | $640.0K | 0.08% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 8,284 | $638.6K | 0.02% | −20−0.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,274 | $637.8K | 0.00% | +957+13.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,142 | $628.0K | 0.00% | −500−5.8% | Reduced |
| Colony Group, LLC | 8,046 | $620.3K | 0.00% | +11+0.1% | Added |
| Pictet Asset Management Holding SA | 7,630 | $588.2K | 0.00% | −20.0% | Reduced |
| Vident Advisory, LLC | 7,577 | $584.2K | 0.01% | −739−8.9% | Reduced |
| SNS Financial Group, LLC | 7,459 | $575.0K | 0.05% | 00.0% | Unchanged |
| Alerus Financial NA | 7,424 | $572.3K | 0.04% | +7,424 | New |
| MML Investors Services, LLC | 7,373 | $568.0K | 0.00% | +186+2.6% | Added |
| Entropy Technologies, LP | 7,358 | $567.2K | 0.05% | −1,792−19.6% | Reduced |
| Avantax Advisory Services, Inc. | 7,228 | $557.2K | 0.00% | +264+3.8% | Added |
| Amundi | 6,887 | $547.0K | 0.00% | +6,887 | New |
| Creative Planning | 6,993 | $539.1K | 0.00% | −1,828−20.7% | Reduced |
| Virtus ETF Advisers LLC | 6,854 | $528.4K | 0.32% | −8,230−54.6% | Reduced |
| RBA Wealth Management, LLC | 6,821 | $525.8K | 0.20% | −273−3.8% | Reduced |
| HSBC Holdings PLC | 6,748 | $524.7K | 0.00% | +794+13.3% | Added |
| SEI Investments Co | 6,709 | $517.2K | 0.00% | −696−9.4% | Reduced |
| Envestnet Asset Management Inc | 6,687 | $515.5K | 0.00% | +26+0.4% | Added |
| Holocene Advisors, LP | 6,597 | $508.6K | 0.00% | −14,014−68.0% | Reduced |
| FMR LLC | 6,424 | $495.3K | 0.00% | +66+1.0% | Added |
| D.A. Davidson & Co. | 6,384 | $492.2K | 0.00% | +223+3.6% | Added |
| Bokf, NA | 6,299 | $485.6K | 0.01% | +189+3.1% | Added |
| HighTower Advisors, LLC | 6,219 | $479.5K | 0.00% | +620+11.1% | Added |
| Coldstream Capital Management Inc | 6,190 | $477.2K | 0.01% | −446−6.7% | Reduced |
| Congress Wealth Management LLC | 6,130 | $472.6K | 0.00% | +3,026+97.5% | Added |
| Jones Financial Companies LLLP | 5,960 | $467.5K | 0.00% | +395+7.1% | Added |
| Teacher Retirement System of Texas | 5,723 | $441.2K | 0.00% | +220+4.0% | Added |
| Quantinno Capital Management LP | 5,721 | $441.0K | 0.00% | +1,190+26.3% | Added |
| ISAM Funds (UK) Ltd | 5,690 | $438.6K | 0.10% | +2,512+79.0% | Added |
| Trexquant Investment LP | 5,642 | $434.9K | 0.00% | −79,746−93.4% | Reduced |
| New Age Alpha Advisors, LLC | 5,429 | $418.5K | 0.02% | +114+2.1% | Added |
| Mutual of America Capital Management LLC | 5,383 | $415.0K | 0.00% | −708−11.6% | Reduced |
| Opus Capital Group, LLC | 5,266 | $406.0K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,037 | $388.3K | 0.00% | +26+0.5% | Added |
| Hendershot Investments Inc. | 5,000 | $385.4K | 0.05% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 4,937 | $380.6K | 0.12% | 00.0% | Unchanged |
| Cynosure Management, LLC | 4,905 | $378.1K | 0.04% | +599+13.9% | Added |
| CIBC World Markets Corp | 4,751 | $366.3K | 0.00% | −4,428−48.2% | Reduced |
| Private Advisor Group, LLC | 4,718 | $363.7K | 0.00% | +9+0.2% | Added |
| Alternative Investment Advisors, LLC. | 4,680 | $360.8K | 0.18% | +30+0.6% | Added |
| Occudo Quantitative Strategies LP | 4,675 | $360.4K | 0.04% | +4,675 | New |
| Brevan Howard Capital Management LP | 4,630 | $356.9K | 0.00% | +4,630 | New |
| Public Employees Retirement Association of Colorado | 4,608 | $355.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,534 | $349.5K | 0.01% | −126−2.7% | Reduced |
| Modern Wealth Management, LLC | 4,483 | $345.6K | 0.01% | +10.0% | Added |
| Janney Montgomery Scott LLC | 4,479 | $345.0K | 0.00% | −207−4.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,457 | $343.6K | 0.01% | −131−2.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,390 | $338.4K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 4,358 | $336.0K | 0.00% | +4,358 | New |
| Accredited Investors Inc. | 4,324 | $333.3K | 0.02% | +14+0.3% | Added |
| Harbour Investments, Inc. | 4,266 | $328.9K | 0.01% | +127+3.1% | Added |
| Secure Asset Management, LLC | 4,246 | $327.3K | 0.06% | 00.0% | Unchanged |
| Wealth Forward, LLC | 4,238 | $326.7K | 0.22% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,235 | $326.5K | 0.01% | 00.0% | Unchanged |