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 |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 4 | $0 | 0.00% | +4 | New |
| True Wealth Design, LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $163 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $164 | 0.00% | −1−33.3% | Reduced |
| Manchester Capital Management LLC | 3 | $246 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $246 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3 | $246 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5 | $410 | 0.00% | +5 | New |
| Parallel Advisors, LLC | 6 | $492 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $588 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 8 | $656 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 9 | $738 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 10 | $820 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11 | $935 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 12 | $984 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $984 | 0.00% | +2+20.0% | Added |
| Picton Mahoney Asset Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 17 | $1.39K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 19 | $1.56K | 0.00% | +19 | New |
| Caitlin John, LLC | 24 | $1.97K | 0.00% | +24 | New |
| JFS Wealth Advisors, LLC | 27 | $2.21K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $2.29K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 33 | $2.71K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34 | $2.79K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 35 | $2.87K | 0.00% | +35 | New |
| Ancora Advisors, LLC | 38 | $3.12K | 0.00% | −29−43.3% | Reduced |
| Concord Wealth Partners | 40 | $3.28K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 50 | $4.10K | 0.00% | +26+108.3% | Added |
| Bell Investment Advisors, Inc | 51 | $4.18K | 0.00% | −5−8.9% | Reduced |
| Global Wealth Strategies & Associates | 55 | $4.51K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 56 | $4.59K | 0.00% | +56 | New |
| Rothschild Investment LLC | 60 | $4.92K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 62 | $5.08K | 0.00% | +51+463.6% | Added |
| Brown Brothers Harriman & Co | 62 | $5.08K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 80 | $6.56K | 0.00% | −2,250−96.6% | Reduced |
| WealthCollab, LLC | 81 | $6.64K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 94 | $7.73K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 95 | $7.79K | 0.01% | −7,229−98.7% | Reduced |
| Smartleaf Asset Management LLC | 100 | $8.16K | 0.00% | +69+222.6% | Added |
| BOK Financial Private Wealth, Inc. | 106 | $8.71K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 115 | $9.43K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 127 | $10.4K | 0.00% | +127 | New |
| MAI Capital Management | 140 | $11.5K | 0.00% | −25−15.2% | Reduced |
| Umb Bank N A | 160 | $13.1K | 0.00% | +71+79.8% | Added |
| Plante Moran Financial Advisors, LLC | 160 | $13.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 164 | $13.4K | 0.00% | −52−24.1% | Reduced |
| Salomon & Ludwin, LLC | 181 | $14.4K | 0.00% | +181 | New |
| IFP Advisors, Inc | 194 | $15.9K | 0.00% | −147−43.1% | Reduced |
| Smallwood Wealth Investment Management, LLC | 194 | $16.0K | 0.01% | +1+0.5% | Added |
| Independence Bank of Kentucky | 200 | $16.4K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 200 | $16.4K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $16.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 210 | $17.0K | 0.00% | +195+1,300.0% | Added |
| Nomura Asset Management Co Ltd | 220 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 240 | $19.0K | 0.00% | +1+0.4% | Added |
| Larson Financial Group LLC | 244 | $20.0K | 0.00% | +223+1,061.9% | Added |
| Ronald Blue Trust, Inc. | 264 | $21.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 273 | $23.0K | 0.00% | +121+79.6% | Added |
| Vermillion Wealth Management, Inc. | 300 | $24.6K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 333 | $27.3K | 0.01% | +2+0.6% | Added |
| West Financial Advisors, LLC | 334 | $27.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 353 | $28.9K | 0.00% | +297+530.4% | Added |
| Simplex Trading, LLC | 356 | $29.0K | 0.00% | +356 | New |
| Quarry LP | 355 | $29.1K | 0.01% | −288−44.8% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 420 | $34.4K | 0.03% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 426 | $34.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 432 | $35.4K | 0.00% | +132+44.0% | Added |
| Cherry Tree Wealth Management, LLC | 454 | $37.2K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 500 | $41.0K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 629 | $51.6K | 0.00% | +629 | New |
| Public Employees Retirement System of Ohio | 645 | $52.9K | 0.00% | +32+5.2% | Added |
| AdvisorNet Financial, Inc | 650 | $53.3K | 0.00% | +100+18.2% | Added |
| Northwestern Mutual Wealth Management Co | 661 | $54.2K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 667 | $54.7K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 676 | $55.0K | 0.01% | −1,061−61.1% | Reduced |
| Costello Asset Management, INC | 723 | $59.3K | 0.02% | +1+0.1% | Added |
| C M Bidwell & Associates Ltd | 740 | $60.7K | 0.03% | −1−0.1% | Reduced |
| Geneos Wealth Management Inc. | 742 | $60.8K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 800 | $65.6K | 0.00% | −300−27.3% | Reduced |
| State of Wyoming | 820 | $67.2K | 0.01% | −1,369−62.5% | Reduced |
| Fifth Third Bancorp | 886 | $72.6K | 0.00% | +13+1.5% | Added |
| Nisa Investment Advisors, LLC | 997 | $81.7K | 0.00% | +129+14.9% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $82.0K | 0.02% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,092 | $89.5K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,136 | $93.1K | 0.02% | −5−0.4% | Reduced |
| Abound Wealth Management | 1,151 | $94.3K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,155 | $94.7K | 0.03% | +119+11.5% | Added |
| High Note Wealth, LLC | 1,188 | $97.4K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,215 | $99.6K | 0.00% | +17+1.4% | Added |
| KBC Group NV | 1,227 | $101.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,256 | $103.0K | 0.00% | −11−0.9% | Reduced |
| Farther Finance Advisors, LLC | 1,269 | $104.0K | 0.00% | −460−26.6% | Reduced |
| CIBC Private Wealth Group, LLC | 1,300 | $106.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,344 | $110.2K | 0.00% | +1,344 | New |
| Advisory Services Network, LLC | 1,489 | $122.0K | 0.00% | +1,489 | New |
| DekaBank Deutsche Girozentrale | 1,526 | $123.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,553 | $127.3K | 0.00% | −2,456−61.3% | Reduced |
| Armstrong Advisory Group, Inc | 1,660 | $136.1K | 0.01% | 00.0% | Unchanged |