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 |
|---|---|---|---|---|---|
| Comerica Bank | 19,435 | $1.59M | 0.01% | −2,609−11.8% | Reduced |
| Louisiana State Employees Retirement System | 19,300 | $1.58M | 0.03% | −300−1.5% | Reduced |
| Intech Investment Management LLC | 18,064 | $1.48M | 0.01% | −59,352−76.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 17,915 | $1.47M | 0.00% | −3,220−15.2% | Reduced |
| Focus Financial Network, Inc. | 17,357 | $1.42M | 0.05% | −309−1.7% | Reduced |
| Capital Fund Management S.A. | 17,295 | $1.42M | 0.01% | +17,295 | New |
| GWM Advisors LLC | 16,970 | $1.39M | 0.01% | −3,407−16.7% | Reduced |
| Russell Investments Group, Ltd. | 16,855 | $1.38M | 0.00% | +1,671+11.0% | Added |
| Squarepoint Ops LLC | 16,794 | $1.38M | 0.00% | +3,798+29.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 17,526 | $1.36M | 0.00% | −84−0.5% | Reduced |
| Cetera Investment Advisers | 16,391 | $1.34M | 0.00% | +4,762+40.9% | Added |
| American Century Companies Inc | 16,106 | $1.32M | 0.00% | +380+2.4% | Added |
| Exchange Traded Concepts, LLC | 15,987 | $1.31M | 0.01% | +15,987 | New |
| Advisors Asset Management, Inc. | 15,897 | $1.30M | 0.02% | +2,253+16.5% | Added |
| Janus Henderson Group PLC | 15,542 | $1.27M | 0.00% | +856+5.8% | Added |
| Jump Financial, LLC | 15,500 | $1.27M | 0.02% | +11,430+280.8% | Added |
| North Star Investment Management Corp. | 14,687 | $1.20M | 0.08% | +30.0% | Added |
| AQR Capital Management LLC | 14,569 | $1.19M | 0.00% | +1,492+11.4% | Added |
| Atom Investors LP | 14,470 | $1.19M | 0.09% | −1,261−8.0% | Reduced |
| Winton Group Ltd | 14,399 | $1.18M | 0.04% | +36+0.3% | Added |
| New York State Teachers Retirement System | 14,398 | $1.18M | 0.00% | −141−1.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,601 | $1.11M | 0.19% | +13,601 | New |
| Yousif Capital Management, LLC | 13,350 | $1.09M | 0.01% | −2,198−14.1% | Reduced |
| Inspire Advisors, LLC | 12,764 | $1.05M | 0.10% | +12,764 | New |
| Los Angeles Capital Management LLC | 12,560 | $1.03M | 0.00% | −20,857−62.4% | Reduced |
| Gsa Capital Partners LLP | 12,514 | $1.03M | 0.09% | +12,514 | New |
| Voleon Capital Management LP | 12,413 | $1.02M | 0.02% | +12,413 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,181 | $998.5K | 0.00% | +1,673+15.9% | Added |
| NJ State Employees Deferred Compensation Plan | 12,000 | $983.6K | 0.11% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 11,971 | $981.0K | 0.01% | −720−5.7% | Reduced |
| Amalgamated Bank | 11,955 | $980.0K | 0.01% | +50.0% | Added |
| State of Tennessee, Treasury Department | 11,925 | $977.5K | 0.00% | −2,789−19.0% | Reduced |
| State Board of Administration of Florida Retirement System | 11,451 | $938.6K | 0.00% | −52−0.5% | Reduced |
| Arizona State Retirement System | 11,135 | $912.7K | 0.00% | +163+1.5% | Added |
| Linden Thomas Advisory Services, LLC | 11,092 | $909.2K | 0.09% | +459+4.3% | Added |
| Natixis Advisors, L.P. | 10,842 | $889.0K | 0.00% | +10,842 | New |
| Police & Firemen's Retirement System of New Jersey | 10,676 | $875.1K | 0.01% | +1,812+20.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,672 | $874.8K | 0.00% | −86−0.8% | Reduced |
| James Investment Research Inc | 10,613 | $869.9K | 0.10% | +2,311+27.8% | Added |
| Sterling Capital Management LLC | 10,552 | $864.9K | 0.01% | +1,517+16.8% | Added |
| Aquatic Capital Management LLC | 10,366 | $849.7K | 0.02% | −10,354−50.0% | Reduced |
| SG Americas Securities, LLC | 10,291 | $844.0K | 0.00% | +6,859+199.9% | Added |
| HighTower Advisors, LLC | 10,207 | $836.7K | 0.00% | +3,988+64.1% | Added |
| Great Valley Advisor Group, Inc. | 10,200 | $836.6K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 10,154 | $818.8K | 0.00% | −162−1.6% | Reduced |
| CWM, LLC | 9,816 | $805.0K | 0.00% | −602−5.8% | Reduced |
| Vista Investment Partners LLC | 9,798 | $803.1K | 0.22% | −14−0.1% | Reduced |
| Voya Investment Management LLC | 9,471 | $776.3K | 0.00% | −4,057−30.0% | Reduced |
| Oregon Public Employees Retirement Fund | 9,423 | $772.4K | 0.01% | −200−2.1% | Reduced |
| Entropy Technologies, LP | 9,157 | $750.6K | 0.06% | +1,799+24.4% | Added |
| O'Shaughnessy Asset Management, LLC | 9,135 | $748.8K | 0.00% | +861+10.4% | Added |
| Foster & Motley Inc | 9,015 | $739.0K | 0.04% | −70−0.8% | Reduced |
| Capstone Investment Advisors, LLC | 8,574 | $702.8K | 0.01% | +4,876+131.9% | Added |
| Mackenzie Financial Corp | 8,531 | $699.3K | 0.00% | −5,695−40.0% | Reduced |
| Bank of Montreal | 8,523 | $698.6K | 0.00% | −3,537−29.3% | Reduced |
| Kestra Advisory Services, LLC | 8,488 | $695.8K | 0.00% | −121−1.4% | Reduced |
| Alerus Financial NA | 8,398 | $688.4K | 0.04% | +974+13.1% | Added |
| NorthRock Partners, LLC | 8,272 | $678.1K | 0.01% | −12−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,142 | $667.0K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,878 | $645.8K | 0.00% | +2,157+37.7% | Added |
| MML Investors Services, LLC | 7,782 | $637.9K | 0.00% | +409+5.5% | Added |
| Pictet Asset Management Holding SA | 7,630 | $625.4K | 0.00% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 7,459 | $611.4K | 0.05% | 00.0% | Unchanged |
| HSBC Holdings PLC | 7,407 | $608.2K | 0.00% | +659+9.8% | Added |
| Colony Group, LLC | 7,020 | $575.4K | 0.00% | −1,026−12.8% | Reduced |
| Amundi | 7,230 | $573.3K | 0.00% | +343+5.0% | Added |
| Virtus ETF Advisers LLC | 6,854 | $561.8K | 0.31% | 00.0% | Unchanged |
| Johnson Wealth Management, LLC | 6,732 | $551.8K | 0.30% | +6,732 | New |
| RBA Wealth Management, LLC | 6,485 | $531.6K | 0.18% | −336−4.9% | Reduced |
| Bridgewater Associates, LP | 6,406 | $525.1K | 0.00% | +6,406 | New |
| FMR LLC | 6,355 | $520.9K | 0.00% | −69−1.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,344 | $520.0K | 0.00% | +1,954+44.5% | Added |
| EntryPoint Capital, LLC | 6,300 | $516.4K | 0.20% | +6,300 | New |
| CWM Advisors, LLC | 6,297 | $516.1K | 0.05% | +6,297 | New |
| Bokf, NA | 6,293 | $515.8K | 0.01% | −6−0.1% | Reduced |
| Coldstream Capital Management Inc | 6,170 | $505.8K | 0.01% | −20−0.3% | Reduced |
| Maryland State Retirement & Pension System | 6,024 | $493.8K | 0.01% | −6,291−51.1% | Reduced |
| Creative Planning | 6,012 | $492.8K | 0.00% | −981−14.0% | Reduced |
| SEI Investments Co | 5,924 | $485.6K | 0.00% | −785−11.7% | Reduced |
| D.A. Davidson & Co. | 5,869 | $481.1K | 0.00% | −515−8.1% | Reduced |
| Jones Financial Companies LLLP | 5,739 | $472.9K | 0.00% | −221−3.7% | Reduced |
| ISAM Funds (UK) Ltd | 5,693 | $466.7K | 0.10% | +3+0.1% | Added |
| Vident Advisory, LLC | 5,629 | $461.4K | 0.00% | −1,948−25.7% | Reduced |
| Infrastructure Capital Advisors, LLC | 5,884 | $454.4K | 0.06% | +5,884 | New |
| Envestnet Asset Management Inc | 5,402 | $442.8K | 0.00% | −1,285−19.2% | Reduced |
| New Age Alpha Advisors, LLC | 5,282 | $433.0K | 0.02% | −147−2.7% | Reduced |
| Opus Capital Group, LLC | 5,266 | $432.0K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,087 | $417.0K | 0.00% | +50+1.0% | Added |
| XTX Topco Ltd | 5,081 | $416.5K | 0.02% | −5,497−52.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 5,061 | $415.0K | 0.12% | +5,061 | New |
| Ensign Peak Advisors, Inc | 5,060 | $414.8K | 0.00% | −5,500−52.1% | Reduced |
| Hendershot Investments Inc. | 5,000 | $409.9K | 0.05% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,938 | $404.8K | 0.00% | −785−13.7% | Reduced |
| Valtinson Bruner Financial Planning LLC | 4,937 | $404.7K | 0.12% | 00.0% | Unchanged |
| Cynosure Management, LLC | 4,905 | $402.1K | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 4,721 | $387.0K | 0.00% | +3+0.1% | Added |
| Guggenheim Capital LLC | 4,718 | $386.7K | 0.00% | +527+12.6% | Added |
| Alternative Investment Advisors, LLC. | 4,708 | $386.0K | 0.18% | +28+0.6% | Added |
| Mutual of America Capital Management LLC | 4,694 | $384.8K | 0.00% | −689−12.8% | Reduced |
| Public Employees Retirement Association of Colorado | 4,608 | $378.0K | 0.00% | 00.0% | Unchanged |