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, Q3 2025
Institutional positions in Otter Tail Corp as of Sep 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
- +5 vs. Q2 2025
- Shares held
- 28.2M
- +694.8K (+2.5%) vs. Q2 2025
- Total value
- $2.31B
- +$191.1M (+9.0%) vs. Q2 2025
- New holders
- 37
- 120 more added
- Sold out
- 32
- 111 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,361,494 | $521.5M | 0.01% | −67,085−1.0% | Reduced |
| Vanguard Group Inc | 5,096,077 | $417.7M | 0.01% | −46,733−0.9% | Reduced |
| State Street Corp | 1,565,373 | $128.3M | 0.00% | −6,572−0.4% | Reduced |
| First Trust Advisors LP | 1,464,613 | $120.1M | 0.09% | +221,039+17.8% | Added |
| Geode Capital Management, LLC | 1,015,098 | $83.2M | 0.01% | +4,485+0.4% | Added |
| Dimensional Fund Advisors LP | 859,017 | $70.4M | 0.02% | −25,490−2.9% | Reduced |
| JPMorgan Chase & Co | 605,504 | $49.6M | 0.00% | +264,009+77.3% | Added |
| Caisse de Depot Et Placement du Quebec | 555,862 | $45.6M | 0.08% | −8,111−1.4% | Reduced |
| Charles Schwab Investment Management Inc | 541,457 | $44.4M | 0.01% | +7,129+1.3% | Added |
| Morgan Stanley | 531,690 | $43.6M | 0.00% | +100,794+23.4% | Added |
| Gabelli Funds LLC | 469,100 | $38.5M | 0.26% | −500−0.1% | Reduced |
| Northern Trust Corp | 442,864 | $36.3M | 0.00% | +34,891+8.6% | Added |
| Bank of America Corp | 377,227 | $30.9M | 0.00% | −31,930−7.8% | Reduced |
| Bank of New York Mellon Corp | 371,289 | $30.4M | 0.01% | −13,181−3.4% | Reduced |
| Goldman Sachs Group Inc | 322,750 | $26.5M | 0.00% | +140,954+77.5% | Added |
| Gamco Investors, Inc. Et Al | 272,350 | $22.3M | 0.22% | −1,042−0.4% | Reduced |
| D. E. Shaw & Co., Inc. | 260,012 | $21.3M | 0.02% | +95,286+57.8% | Added |
| Invesco Ltd. | 236,646 | $19.4M | 0.00% | −17,561−6.9% | Reduced |
| Principal Financial Group Inc | 202,128 | $16.6M | 0.01% | −5,427−2.6% | Reduced |
| Public Sector Pension Investment Board | 182,086 | $14.9M | 0.05% | +39,226+27.5% | Added |
| LSV Asset Management | 169,072 | $13.9M | 0.03% | +109,372+183.2% | Added |
| Qube Research & Technologies Ltd | 166,523 | $13.6M | 0.02% | +26,602+19.0% | Added |
| Adage Capital Partners GP, L.L.C. | 165,000 | $13.5M | 0.02% | −20,000−10.8% | Reduced |
| Federated Hermes, Inc. | 161,196 | $13.2M | 0.02% | −10,330−6.0% | Reduced |
| Nuveen, LLC | 153,632 | $12.6M | 0.00% | −952−0.6% | Reduced |
| Marshall Wace, LLP | 152,566 | $12.5M | 0.01% | +93,549+158.5% | Added |
| UBS Group AG | 148,147 | $12.1M | 0.00% | +65,486+79.2% | Added |
| Tudor Investment Corp Et Al | 141,283 | $11.6M | 0.08% | −13,308−8.6% | Reduced |
| Two Sigma Investments, LP | 137,624 | $11.3M | 0.02% | +113,276+465.2% | Added |
| Royal Bank of Canada | 130,454 | $10.7M | 0.00% | +501+0.4% | Added |
| Millennium Management LLC | 130,283 | $10.7M | 0.01% | −346,299−72.7% | Reduced |
| Victory Capital Management Inc | 126,901 | $10.4M | 0.01% | +2,200+1.8% | Added |
| Bank & Trust Co | 122,063 | $10.0M | 7.39% | −781−0.6% | Reduced |
| Citadel Advisors LLC | 118,785 | $9.74M | 0.01% | −117,276−49.7% | Reduced |
| Voloridge Investment Management, LLC | 114,867 | $9.42M | 0.03% | +6,958+6.4% | Added |
| Legal & General Group Plc | 110,351 | $9.05M | 0.00% | −1,690−1.5% | Reduced |
| Renaissance Technologies LLC | 107,910 | $8.85M | 0.01% | +68,800+175.9% | Added |
| Ameriprise Financial Inc | 103,278 | $8.47M | 0.00% | −16,108−13.5% | Reduced |
| Rhumbline Advisers | 102,848 | $8.43M | 0.01% | −6,377−5.8% | Reduced |
| Prudential Financial Inc | 100,128 | $8.21M | 0.01% | +23,500+30.7% | Added |
| Phocas Financial Corp. | 97,913 | $8.03M | 1.04% | +1,994+2.1% | Added |
| BNP Paribas Arbitrage, SA | 87,897 | $7.20M | 0.01% | +18,311+26.3% | Added |
| Whittier Trust Co | 89,938 | $7.17M | 0.08% | +1,529+1.7% | Added |
| Denali Advisors LLC | 86,125 | $7.06M | 0.80% | +6,950+8.8% | Added |
| Brandywine Global Investment Management, LLC | 85,695 | $7.02M | 0.05% | +12,000+16.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 83,343 | $6.83M | 0.02% | −27,322−24.7% | Reduced |
| ProShare Advisors LLC | 81,445 | $6.68M | 0.01% | −3,545−4.2% | Reduced |
| Swiss National Bank | 73,100 | $5.99M | 0.00% | +1,100+1.5% | Added |
| New York State Common Retirement Fund | 69,383 | $5.69M | 0.01% | +1,800+2.7% | Added |
| Buck Wealth Strategies, LLC | 67,788 | $5.56M | 0.76% | +1,660+2.5% | Added |
| LPL Financial LLC | 66,150 | $5.42M | 0.00% | +2,806+4.4% | Added |
| CBOE Vest Financial, LLC | 65,401 | $5.36M | 0.07% | +24,185+58.7% | Added |
| Barclays PLC | 63,241 | $5.18M | 0.00% | −15,929−20.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 62,966 | $5.16M | 0.04% | +2,579+4.3% | Added |
| HRT Financial LP | 62,180 | $5.10M | 0.02% | +11,618+23.0% | Added |
| Man Group plc | 61,312 | $5.03M | 0.01% | +61,312 | New |
| Wells Fargo & Company | 60,902 | $4.99M | 0.00% | +6,421+11.8% | Added |
| Trexquant Investment LP | 56,188 | $4.61M | 0.05% | +50,546+895.9% | Added |
| Whittier Trust Co of Nevada Inc | 47,465 | $3.79M | 0.08% | +199+0.4% | Added |
| Alliancebernstein L.P. | 43,647 | $3.58M | 0.00% | −3,000−6.4% | Reduced |
| Price T Rowe Associates Inc | 42,746 | $3.50M | 0.00% | +1,944+4.8% | Added |
| Raymond James Financial Inc | 42,678 | $3.50M | 0.00% | +7,678+21.9% | Added |
| Balyasny Asset Management LLC | 42,651 | $3.50M | 0.01% | −35,503−45.4% | Reduced |
| UBS Asset Management Americas Inc | 40,860 | $3.35M | 0.00% | −37,918−48.1% | Reduced |
| Citigroup Inc | 40,604 | $3.33M | 0.00% | −9,430−18.8% | Reduced |
| Palisades Investment Partners, LLC | 40,191 | $3.29M | 1.29% | 00.0% | Unchanged |
| First Manhattan Co | 38,510 | $3.16M | 0.01% | −2,450−6.0% | Reduced |
| Benjamin Edwards Inc | 38,348 | $3.14M | 0.04% | +38,348 | New |
| Bridgeway Capital Management, LLC | 38,100 | $3.12M | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 37,718 | $3.09M | 0.00% | −54,293−59.0% | Reduced |
| Two Sigma Advisers, LP | 37,100 | $3.04M | 0.01% | +27,300+278.6% | Added |
| California State Teachers Retirement System | 34,852 | $2.86M | 0.00% | −85−0.2% | Reduced |
| Great West Life Assurance Co | 34,435 | $2.81M | 0.00% | −561−1.6% | Reduced |
| Deutsche Bank AG | 33,769 | $2.77M | 0.00% | +3,515+11.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 32,811 | $2.69M | 0.01% | −2,803−7.9% | Reduced |
| US Bancorp | 32,597 | $2.67M | 0.00% | +205+0.6% | Added |
| Advisor Group Holdings, Inc. | 31,838 | $2.67M | 0.00% | +10,237+47.4% | Added |
| Thrivent Financial for Lutherans | 32,524 | $2.67M | 0.01% | −5,437−14.3% | Reduced |
| Martingale Asset Management L P | 32,484 | $2.66M | 0.07% | −578−1.7% | Reduced |
| Virginia Retirement Systems Et Al | 32,054 | $2.63M | 0.02% | +1,200+3.9% | Added |
| Royce & Associates LP | 31,940 | $2.62M | 0.03% | +180+0.6% | Added |
| Franklin Resources Inc | 31,598 | $2.59M | 0.00% | +20,554+186.1% | Added |
| Financial Engines Advisors L.L.C. | 29,990 | $2.46M | 0.00% | +1,232+4.3% | Added |
| Edgestream Partners, L.P. | 28,867 | $2.37M | 0.07% | −1,555−5.1% | Reduced |
| Commonwealth Equity Services, LLC | 28,291 | $2.32M | 0.00% | +6,042+27.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 28,185 | $2.31M | 0.00% | +28,185 | New |
| Ossiam | 26,200 | $2.15M | 0.03% | +26,200 | New |
| State of New Jersey Common Pension Fund D | 25,600 | $2.10M | 0.01% | +1,031+4.2% | Added |
| OneAscent Financial Services LLC | 24,655 | $2.02M | 0.13% | −55−0.2% | Reduced |
| State of Wisconsin Investment Board | 24,045 | $1.97M | 0.00% | +98+0.4% | Added |
| Mariner, LLC | 23,848 | $1.95M | 0.00% | −2,125−8.2% | Reduced |
| Quantbot Technologies LP | 23,195 | $1.90M | 0.05% | −8,390−26.6% | Reduced |
| Alps Advisors Inc | 23,173 | $1.90M | 0.01% | +993+4.5% | Added |
| MetLife Investment Management | 22,640 | $1.86M | 0.01% | −775−3.3% | Reduced |
| Verition Fund Management LLC | 22,171 | $1.82M | 0.01% | −5,084−18.7% | Reduced |
| Manufacturers Life Insurance Company, The | 21,940 | $1.80M | 0.00% | −1,313−5.6% | Reduced |
| Illinois Municipal Retirement Fund | 21,900 | $1.80M | 0.02% | +185+0.9% | Added |
| State of Alaska, Department of Revenue | 21,087 | $1.73M | 0.02% | −3,842−15.4% | Reduced |
| John G Ullman & Associates Inc | 20,650 | $1.69M | 0.23% | +4,700+29.5% | Added |
| Quest Partners LLC | 20,109 | $1.65M | 0.11% | +1,065+5.6% | Added |