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 |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 1,715 | $140.6K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,926 | $157.0K | 0.00% | +1,926 | New |
| Covestor Ltd | 2,362 | $193.0K | 0.11% | +545+30.0% | Added |
| Trust Co of Vermont | 2,404 | $197.1K | 0.01% | +1,500+165.9% | Added |
| IHT Wealth Management, LLC | 2,619 | $214.7K | 0.01% | +12+0.5% | Added |
| Compass Financial Group, INC | 2,666 | $218.6K | 0.03% | +15+0.6% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,683 | $219.9K | 0.01% | +632+30.8% | Added |
| Crossmark Global Holdings, Inc. | 2,765 | $226.6K | 0.00% | −330−10.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,779 | $227.8K | 0.04% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 2,800 | $229.5K | 0.04% | −786−21.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,805 | $230.0K | 0.00% | +153+5.8% | Added |
| GW Henssler & Associates Ltd | 2,824 | $231.5K | 0.01% | +2,824 | New |
| CIBC Asset Management Inc | 2,825 | $231.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 2,880 | $236.1K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 2,969 | $243.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 3,003 | $246.2K | 0.00% | +33+1.1% | Added |
| Kovitz Investment Group Partners, LLC | 3,003 | $246.2K | 0.00% | +163+5.7% | Added |
| Fox Run Management, L.L.C. | 3,028 | $248.2K | 0.04% | +3,028 | New |
| Mann Financial Group, Inc. | 3,129 | $256.5K | 0.25% | +3,129 | New |
| Lifelong Wealth Advisors, Inc. | 3,164 | $259.4K | 0.08% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,222 | $264.1K | 0.01% | −715−18.2% | Reduced |
| Old National Bancorp | 3,285 | $269.3K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,366 | $275.9K | 0.00% | +3,366 | New |
| Stifel Financial Corp | 3,375 | $276.6K | 0.00% | −599−15.1% | Reduced |
| Mercer Global Advisors Inc | 3,424 | $280.7K | 0.00% | +466+15.8% | Added |
| Atlas Brown,Inc. | 3,491 | $286.2K | 0.08% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 3,638 | $298.2K | 0.08% | −48−1.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,658 | $299.8K | 0.00% | −255−6.5% | Reduced |
| Chesley Taft & Associates LLC | 3,680 | $301.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,791 | $310.7K | 0.00% | −200−5.0% | Reduced |
| First Citizens Bank & Trust Co | 3,803 | $311.7K | 0.01% | −255−6.3% | Reduced |
| Savant Capital, LLC | 3,918 | $321.2K | 0.00% | +207+5.6% | Added |
| Bell Bank | 4,086 | $334.9K | 0.01% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 4,111 | $337.0K | 0.00% | +4,111 | New |
| Secure Asset Management, LLC | 4,246 | $342.4K | 0.06% | 00.0% | Unchanged |
| Wealth Forward, LLC | 4,238 | $347.4K | 0.20% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,255 | $348.8K | 0.01% | +20+0.5% | Added |
| Harbour Investments, Inc. | 4,293 | $351.9K | 0.01% | +27+0.6% | Added |
| Accredited Investors Inc. | 4,351 | $356.7K | 0.02% | +27+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,371 | $358.3K | 0.01% | +4,371 | New |
| Fifth Third Wealth Advisors LLC | 4,457 | $365.3K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,479 | $367.0K | 0.00% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 4,484 | $367.6K | 0.01% | +10.0% | Added |
| Quadrant Capital Group LLC | 4,550 | $373.0K | 0.01% | +16+0.4% | Added |
| Lido Advisors, LLC | 4,609 | $377.8K | 0.00% | +891+24.0% | Added |
| Public Employees Retirement Association of Colorado | 4,608 | $378.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 4,694 | $384.8K | 0.00% | −689−12.8% | Reduced |
| Alternative Investment Advisors, LLC. | 4,708 | $386.0K | 0.18% | +28+0.6% | Added |
| Guggenheim Capital LLC | 4,718 | $386.7K | 0.00% | +527+12.6% | Added |
| Private Advisor Group, LLC | 4,721 | $387.0K | 0.00% | +3+0.1% | Added |
| Cynosure Management, LLC | 4,905 | $402.1K | 0.04% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 4,937 | $404.7K | 0.12% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,938 | $404.8K | 0.00% | −785−13.7% | Reduced |
| Hendershot Investments Inc. | 5,000 | $409.9K | 0.05% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 5,060 | $414.8K | 0.00% | −5,500−52.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 5,061 | $415.0K | 0.12% | +5,061 | New |
| XTX Topco Ltd | 5,081 | $416.5K | 0.02% | −5,497−52.0% | Reduced |
| The PNC Financial Services Group, Inc. | 5,087 | $417.0K | 0.00% | +50+1.0% | Added |
| Opus Capital Group, LLC | 5,266 | $432.0K | 0.05% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 5,282 | $433.0K | 0.02% | −147−2.7% | Reduced |
| Envestnet Asset Management Inc | 5,402 | $442.8K | 0.00% | −1,285−19.2% | Reduced |
| Infrastructure Capital Advisors, LLC | 5,884 | $454.4K | 0.06% | +5,884 | New |
| Vident Advisory, LLC | 5,629 | $461.4K | 0.00% | −1,948−25.7% | Reduced |
| ISAM Funds (UK) Ltd | 5,693 | $466.7K | 0.10% | +3+0.1% | Added |
| Jones Financial Companies LLLP | 5,739 | $472.9K | 0.00% | −221−3.7% | Reduced |
| D.A. Davidson & Co. | 5,869 | $481.1K | 0.00% | −515−8.1% | Reduced |
| SEI Investments Co | 5,924 | $485.6K | 0.00% | −785−11.7% | Reduced |
| Creative Planning | 6,012 | $492.8K | 0.00% | −981−14.0% | Reduced |
| Maryland State Retirement & Pension System | 6,024 | $493.8K | 0.01% | −6,291−51.1% | Reduced |
| Coldstream Capital Management Inc | 6,170 | $505.8K | 0.01% | −20−0.3% | Reduced |
| Bokf, NA | 6,293 | $515.8K | 0.01% | −6−0.1% | Reduced |
| CWM Advisors, LLC | 6,297 | $516.1K | 0.05% | +6,297 | New |
| EntryPoint Capital, LLC | 6,300 | $516.4K | 0.20% | +6,300 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,344 | $520.0K | 0.00% | +1,954+44.5% | Added |
| FMR LLC | 6,355 | $520.9K | 0.00% | −69−1.1% | Reduced |
| Bridgewater Associates, LP | 6,406 | $525.1K | 0.00% | +6,406 | New |
| RBA Wealth Management, LLC | 6,485 | $531.6K | 0.18% | −336−4.9% | Reduced |
| Johnson Wealth Management, LLC | 6,732 | $551.8K | 0.30% | +6,732 | New |
| Virtus ETF Advisers LLC | 6,854 | $561.8K | 0.31% | 00.0% | Unchanged |
| Amundi | 7,230 | $573.3K | 0.00% | +343+5.0% | Added |
| Colony Group, LLC | 7,020 | $575.4K | 0.00% | −1,026−12.8% | Reduced |
| HSBC Holdings PLC | 7,407 | $608.2K | 0.00% | +659+9.8% | Added |
| SNS Financial Group, LLC | 7,459 | $611.4K | 0.05% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 7,630 | $625.4K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,782 | $637.9K | 0.00% | +409+5.5% | Added |
| Quantinno Capital Management LP | 7,878 | $645.8K | 0.00% | +2,157+37.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,142 | $667.0K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 8,272 | $678.1K | 0.01% | −12−0.1% | Reduced |
| Alerus Financial NA | 8,398 | $688.4K | 0.04% | +974+13.1% | Added |
| Kestra Advisory Services, LLC | 8,488 | $695.8K | 0.00% | −121−1.4% | Reduced |
| Bank of Montreal | 8,523 | $698.6K | 0.00% | −3,537−29.3% | Reduced |
| Mackenzie Financial Corp | 8,531 | $699.3K | 0.00% | −5,695−40.0% | Reduced |
| Capstone Investment Advisors, LLC | 8,574 | $702.8K | 0.01% | +4,876+131.9% | Added |
| Foster & Motley Inc | 9,015 | $739.0K | 0.04% | −70−0.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,135 | $748.8K | 0.00% | +861+10.4% | Added |
| Entropy Technologies, LP | 9,157 | $750.6K | 0.06% | +1,799+24.4% | Added |
| Oregon Public Employees Retirement Fund | 9,423 | $772.4K | 0.01% | −200−2.1% | Reduced |
| Voya Investment Management LLC | 9,471 | $776.3K | 0.00% | −4,057−30.0% | Reduced |
| Vista Investment Partners LLC | 9,798 | $803.1K | 0.22% | −14−0.1% | Reduced |
| CWM, LLC | 9,816 | $805.0K | 0.00% | −602−5.8% | Reduced |