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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.

Institutional holdersQ3 2025: 345 institutions
Q1 2021: 174 institutionsQ2 2021: 169 institutionsQ3 2021: 199 institutionsQ4 2021: 224 institutionsQ1 2022: 235 institutionsQ2 2022: 249 institutionsQ3 2022: 266 institutionsQ4 2022: 249 institutionsQ1 2023: 256 institutionsQ2 2023: 261 institutionsQ3 2023: 277 institutionsQ4 2023: 298 institutionsQ1 2024: 304 institutionsQ2 2024: 315 institutionsQ3 2024: 328 institutionsQ4 2024: 324 institutionsQ1 2025: 334 institutionsQ2 2025: 345 institutionsQ3 2025: 345 institutionsQ4 2025: 354 institutionsQ1 2026: 347 institutionsQ2 2026: 363 institutions
Value heldQ3 2025: $2.31B
Q1 2021: $887.4MQ2 2021: $935.3MQ3 2021: $1.09BQ4 2021: $1.38BQ1 2022: $1.22BQ2 2022: $1.33BQ3 2022: $1.26BQ4 2022: $1.19BQ1 2023: $1.83BQ2 2023: $1.99BQ3 2023: $1.89BQ4 2023: $2.16BQ1 2024: $2.12BQ2 2024: $2.16BQ3 2024: $2.05BQ4 2024: $2.03BQ1 2025: $2.21BQ2 2025: $2.12BQ3 2025: $2.31BQ4 2025: $2.29BQ1 2026: $2.57BQ2 2026: $2.65B
Institutions holding OTTR and their total value by quarter
QuarterHoldersValue
Q2 2026363$2.65B
Q1 2026347$2.57B
Q4 2025354$2.29B
Q3 2025345$2.31B
Q2 2025345$2.12B
Q1 2025334$2.21B
Q4 2024324$2.03B
Q3 2024328$2.05B
Q2 2024315$2.16B
Q1 2024304$2.12B
Q4 2023298$2.16B
Q3 2023277$1.89B
Q2 2023261$1.99B
Q1 2023256$1.83B
Q4 2022249$1.19B
Q3 2022266$1.26B
Q2 2022249$1.33B
Q1 2022235$1.22B
Q4 2021224$1.38B
Q3 2021199$1.09B
Q2 2021169$935.3M
Q1 2021174$887.4M

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q2 2025.

Institutions holding OTTR in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Brandywine Global Investment Management, LLC85,695$7.02M0.05%+12,000+16.3%Added
Denali Advisors LLC86,125$7.06M0.80%+6,950+8.8%Added
Whittier Trust Co89,938$7.17M0.08%+1,529+1.7%Added
BNP Paribas Arbitrage, SA87,897$7.20M0.01%+18,311+26.3%Added
Phocas Financial Corp.97,913$8.03M1.04%+1,994+2.1%Added
Prudential Financial Inc100,128$8.21M0.01%+23,500+30.7%Added
Rhumbline Advisers102,848$8.43M0.01%−6,377−5.8%Reduced
Ameriprise Financial Inc103,278$8.47M0.00%−16,108−13.5%Reduced
Renaissance Technologies LLC107,910$8.85M0.01%+68,800+175.9%Added
Legal & General Group Plc110,351$9.05M0.00%−1,690−1.5%Reduced
Voloridge Investment Management, LLC114,867$9.42M0.03%+6,958+6.4%Added
Citadel Advisors LLC118,785$9.74M0.01%−117,276−49.7%Reduced
Bank & Trust Co122,063$10.0M7.39%−781−0.6%Reduced
Victory Capital Management Inc126,901$10.4M0.01%+2,200+1.8%Added
Millennium Management LLC130,283$10.7M0.01%−346,299−72.7%Reduced
Royal Bank of Canada130,454$10.7M0.00%+501+0.4%Added
Two Sigma Investments, LP137,624$11.3M0.02%+113,276+465.2%Added
Tudor Investment Corp Et Al141,283$11.6M0.08%−13,308−8.6%Reduced
UBS Group AG148,147$12.1M0.00%+65,486+79.2%Added
Marshall Wace, LLP152,566$12.5M0.01%+93,549+158.5%Added
Nuveen, LLC153,632$12.6M0.00%−952−0.6%Reduced
Federated Hermes, Inc.161,196$13.2M0.02%−10,330−6.0%Reduced
Adage Capital Partners GP, L.L.C.165,000$13.5M0.02%−20,000−10.8%Reduced
Qube Research & Technologies Ltd166,523$13.6M0.02%+26,602+19.0%Added
LSV Asset Management169,072$13.9M0.03%+109,372+183.2%Added
Public Sector Pension Investment Board182,086$14.9M0.05%+39,226+27.5%Added
Principal Financial Group Inc202,128$16.6M0.01%−5,427−2.6%Reduced
Invesco Ltd.236,646$19.4M0.00%−17,561−6.9%Reduced
D. E. Shaw & Co., Inc.260,012$21.3M0.02%+95,286+57.8%Added
Gamco Investors, Inc. Et Al272,350$22.3M0.22%−1,042−0.4%Reduced
Goldman Sachs Group Inc322,750$26.5M0.00%+140,954+77.5%Added
Bank of New York Mellon Corp371,289$30.4M0.01%−13,181−3.4%Reduced
Bank of America Corp377,227$30.9M0.00%−31,930−7.8%Reduced
Northern Trust Corp442,864$36.3M0.00%+34,891+8.6%Added
Gabelli Funds LLC469,100$38.5M0.26%−500−0.1%Reduced
Morgan Stanley531,690$43.6M0.00%+100,794+23.4%Added
Charles Schwab Investment Management Inc541,457$44.4M0.01%+7,129+1.3%Added
Caisse de Depot Et Placement du Quebec555,862$45.6M0.08%−8,111−1.4%Reduced
JPMorgan Chase & Co605,504$49.6M0.00%+264,009+77.3%Added
Dimensional Fund Advisors LP859,017$70.4M0.02%−25,490−2.9%Reduced
Geode Capital Management, LLC1,015,098$83.2M0.01%+4,485+0.4%Added
First Trust Advisors LP1,464,613$120.1M0.09%+221,039+17.8%Added
State Street Corp1,565,373$128.3M0.00%−6,572−0.4%Reduced
Vanguard Group Inc5,096,077$417.7M0.01%−46,733−0.9%Reduced
BlackRock, Inc.6,361,494$521.5M0.01%−67,085−1.0%Reduced
Susquehanna International Group, LLP0$00.00%−49,150−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−37,695−100.0%Sold out
Nebula Research & Development LLC0$00.00%−18,757−100.0%Sold out
Weiss Asset Management LP0$00.00%−13,803−100.0%Sold out
Twinbeech Capital LP0$00.00%−12,585−100.0%Sold out
Holocene Advisors, LP0$00.00%−6,597−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−4,675−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−4,630−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−4,358−100.0%Sold out
Centiva Capital, LP0$00.00%−3,839−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−3,819−100.0%Sold out
Engineers Gate Manager LP0$00.00%−3,638−100.0%Sold out
Jain Global LLC0$00.00%−3,511−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−3,178−100.0%Sold out
Toroso Investments, LLC0$00.00%−2,992−100.0%Sold out
Quadrature Capital Ltd0$00.00%−2,847−100.0%Sold out
Ethic Inc.0$00.00%−2,757−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−2,700−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−1,824−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−1,784−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−1,591−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−689−100.0%Sold out
Clear Street Markets LLC0$00.00%−415−100.0%Sold out
Fuller & Thaler Asset Management, Inc.0$00.00%−263−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−258−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−150−100.0%Sold out
Leonteq Securities AG0$00.00%−100−100.0%Sold out
National Bank of Canada0$00.00%−41−100.0%Sold out
Optiver Holding B.V.0$00.00%−37−100.0%Sold out
Skopos Labs, Inc.0$00.00%−26−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−25−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−21−100.0%Sold out
Avantax Advisory Services, Inc.––––Not filed
Congress Wealth Management LLC––––Not filed
CIBC World Markets Corp––––Not filed
First Horizon Advisors, Inc.––––Not filed
Parkworth Wealth Management, Inc.––––Not filed