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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 4,191 | $323.1K | 0.00% | +1,263+43.1% | Added |
| Bell Bank | 4,086 | $315.0K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,070 | $313.8K | 0.00% | +4,070 | New |
| First Citizens Bank & Trust Co | 4,058 | $312.8K | 0.01% | +4,058 | New |
| Tower Research Capital LLC (TRC) | 4,009 | $309.1K | 0.01% | +3,440+604.6% | Added |
| Steward Partners Investment Advisory, LLC | 3,991 | $307.7K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 3,974 | $306.4K | 0.00% | −359−8.3% | Reduced |
| Ameritas Investment Partners, Inc. | 3,937 | $303.5K | 0.01% | −248−5.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,913 | $301.7K | 0.00% | +3,913 | New |
| Centiva Capital, LP | 3,839 | $295.9K | 0.02% | +3,839 | New |
| Aster Capital Management (DIFC) Ltd | 3,819 | $294.4K | 0.07% | −6,183−61.8% | Reduced |
| Lido Advisors, LLC | 3,718 | $286.7K | 0.00% | +3,718 | New |
| Savant Capital, LLC | 3,711 | $286.1K | 0.00% | −990−21.1% | Reduced |
| Capstone Investment Advisors, LLC | 3,698 | $285.1K | 0.00% | +3,698 | New |
| Ifrah Financial Services, Inc. | 3,686 | $284.2K | 0.08% | +9+0.2% | Added |
| Chesley Taft & Associates LLC | 3,680 | $283.7K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 3,638 | $280.5K | 0.00% | −2,996−45.2% | Reduced |
| Aigen Investment Management, LP | 3,586 | $276.4K | 0.04% | −2,556−41.6% | Reduced |
| Jain Global LLC | 3,511 | $270.7K | 0.00% | +598+20.5% | Added |
| Atlas Brown,Inc. | 3,491 | $269.1K | 0.09% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,432 | $265.0K | 0.00% | +3,432 | New |
| Old National Bancorp | 3,285 | $253.2K | 0.00% | +3,285 | New |
| Farringdon Capital, Ltd. | 3,178 | $245.0K | 0.08% | +3,178 | New |
| Lifelong Wealth Advisors, Inc. | 3,164 | $243.9K | 0.08% | −10−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 3,095 | $238.6K | 0.00% | −4−0.1% | Reduced |
| Toroso Investments, LLC | 2,992 | $230.7K | 0.00% | +2,992 | New |
| Vestcor Inc | 2,969 | $229.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 2,970 | $229.0K | 0.00% | −127−4.1% | Reduced |
| Mercer Global Advisors Inc | 2,958 | $228.0K | 0.00% | +368+14.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,880 | $222.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 2,847 | $219.4K | 0.00% | +2,847 | New |
| Kovitz Investment Group Partners, LLC | 2,840 | $219.0K | 0.00% | +2+0.1% | Added |
| CIBC Asset Management Inc | 2,825 | $217.8K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 2,757 | $216.6K | 0.00% | +2,757 | New |
| Wealth Alliance Advisory Group, LLC | 2,779 | $214.2K | 0.04% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,700 | $208.1K | 0.01% | −169−5.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,652 | $204.4K | 0.00% | −47−1.7% | Reduced |
| Compass Financial Group, INC | 2,651 | $204.3K | 0.03% | +17+0.6% | Added |
| IHT Wealth Management, LLC | 2,607 | $200.9K | 0.01% | +13+0.5% | Added |
| NBC Securities, Inc. | 2,330 | $179.0K | 0.01% | −125−5.1% | Reduced |
| State of Wyoming | 2,189 | $168.8K | 0.02% | +2,189 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,051 | $158.1K | 0.01% | +2,051 | New |
| Mount Yale Investment Advisors, LLC | 1,824 | $140.6K | 0.01% | +1,824 | New |
| Covestor Ltd | 1,817 | $140.0K | 0.08% | −951−34.4% | Reduced |
| Point72 (DIFC) Ltd | 1,784 | $137.6K | 0.01% | +1,784 | New |
| Shell Asset Management Co | 1,737 | $134.0K | 0.00% | −426−19.7% | Reduced |
| Farther Finance Advisors, LLC | 1,729 | $133.3K | 0.00% | −935−35.1% | Reduced |
| JNBA Financial Advisors | 1,715 | $132.2K | 0.01% | −115−6.3% | Reduced |
| Armstrong Advisory Group, Inc | 1,660 | $128.0K | 0.01% | +800+93.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,591 | $122.6K | 0.02% | +1,591 | New |
| DekaBank Deutsche Girozentrale | 1,526 | $119.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,300 | $100.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,267 | $97.7K | 0.00% | +1,267 | New |
| KBC Group NV | 1,227 | $95.0K | 0.00% | −419−25.5% | Reduced |
| Allworth Financial LP | 1,198 | $92.3K | 0.00% | +548+84.3% | Added |
| High Note Wealth, LLC | 1,188 | $91.6K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 1,151 | $88.7K | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,141 | $88.0K | 0.02% | −61−5.1% | Reduced |
| STRS Ohio | 1,100 | $84.8K | 0.00% | −1,000−47.6% | Reduced |
| Crews Bank & Trust | 1,092 | $84.2K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,036 | $79.9K | 0.02% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $77.1K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 904 | $69.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 873 | $67.3K | 0.00% | −23−2.6% | Reduced |
| Nisa Investment Advisors, LLC | 868 | $66.9K | 0.00% | −369−29.8% | Reduced |
| Geneos Wealth Management Inc. | 742 | $57.2K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 741 | $57.1K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 722 | $55.7K | 0.02% | −100−12.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 689 | $53.0K | 0.00% | +689 | New |
| Goodman Advisory Group, LLC | 667 | $51.4K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 661 | $51.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 643 | $49.6K | 0.01% | +643 | New |
| Public Employees Retirement System of Ohio | 613 | $47.3K | 0.00% | +23+3.9% | Added |
| AdvisorNet Financial, Inc | 550 | $42.4K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 500 | $38.5K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 454 | $35.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 426 | $32.8K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 420 | $32.4K | 0.04% | 00.0% | Unchanged |
| Clear Street Markets LLC | 415 | $32.0K | 0.01% | +415 | New |
| IFP Advisors, Inc | 341 | $31.4K | 0.00% | −29−7.8% | Reduced |
| West Financial Advisors, LLC | 334 | $25.7K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 331 | $25.5K | 0.01% | +331 | New |
| 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 |
| Ronald Blue Trust, Inc. | 264 | $20.4K | 0.00% | −125−32.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 263 | $20.3K | 0.00% | −144,226−99.8% | Reduced |
| Harbor Capital Advisors, Inc. | 258 | $20.0K | 0.00% | +19+7.9% | Added |
| Hemington Wealth Management | 239 | $18.0K | 0.00% | −11−4.4% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $17.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 216 | $16.7K | 0.00% | +94+77.0% | 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 |
| Smallwood Wealth Investment Management, LLC | 193 | $14.9K | 0.01% | +1+0.5% | Added |
| MAI Capital Management | 165 | $12.7K | 0.00% | −25−13.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 160 | $12.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 152 | $12.0K | 0.00% | −86−36.1% | Reduced |
| Ameritas Advisory Services, LLC | 150 | $11.6K | 0.00% | +150 | New |
| Signaturefd, LLC | 115 | $8.87K | 0.00% | −6−5.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 106 | $8.19K | 0.00% | 00.0% | Unchanged |