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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 4,609 | $377.8K | 0.00% | +891+24.0% | Added |
| Quadrant Capital Group LLC | 4,550 | $373.0K | 0.01% | +16+0.4% | Added |
| Modern Wealth Management, LLC | 4,484 | $367.6K | 0.01% | +10.0% | Added |
| Janney Montgomery Scott LLC | 4,479 | $367.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,457 | $365.3K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 4,371 | $358.3K | 0.01% | +4,371 | New |
| Accredited Investors Inc. | 4,351 | $356.7K | 0.02% | +27+0.6% | Added |
| Harbour Investments, Inc. | 4,293 | $351.9K | 0.01% | +27+0.6% | Added |
| Independent Advisor Alliance | 4,255 | $348.8K | 0.01% | +20+0.5% | Added |
| Wealth Forward, LLC | 4,238 | $347.4K | 0.20% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 4,246 | $342.4K | 0.06% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 4,111 | $337.0K | 0.00% | +4,111 | New |
| Bell Bank | 4,086 | $334.9K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,918 | $321.2K | 0.00% | +207+5.6% | Added |
| First Citizens Bank & Trust Co | 3,803 | $311.7K | 0.01% | −255−6.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,791 | $310.7K | 0.00% | −200−5.0% | Reduced |
| Chesley Taft & Associates LLC | 3,680 | $301.6K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,658 | $299.8K | 0.00% | −255−6.5% | Reduced |
| Ifrah Financial Services, Inc. | 3,638 | $298.2K | 0.08% | −48−1.3% | Reduced |
| Atlas Brown,Inc. | 3,491 | $286.2K | 0.08% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 3,424 | $280.7K | 0.00% | +466+15.8% | Added |
| Stifel Financial Corp | 3,375 | $276.6K | 0.00% | −599−15.1% | Reduced |
| Captrust Financial Advisors | 3,366 | $275.9K | 0.00% | +3,366 | New |
| Old National Bancorp | 3,285 | $269.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,222 | $264.1K | 0.01% | −715−18.2% | Reduced |
| Lifelong Wealth Advisors, Inc. | 3,164 | $259.4K | 0.08% | 00.0% | Unchanged |
| Mann Financial Group, Inc. | 3,129 | $256.5K | 0.25% | +3,129 | New |
| Fox Run Management, L.L.C. | 3,028 | $248.2K | 0.04% | +3,028 | New |
| Kovitz Investment Group Partners, LLC | 3,003 | $246.2K | 0.00% | +163+5.7% | Added |
| Xponance, Inc. | 3,003 | $246.2K | 0.00% | +33+1.1% | Added |
| Vestcor Inc | 2,969 | $243.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 2,880 | $236.1K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,825 | $231.6K | 0.00% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 2,824 | $231.5K | 0.01% | +2,824 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,805 | $230.0K | 0.00% | +153+5.8% | Added |
| Aigen Investment Management, LP | 2,800 | $229.5K | 0.04% | −786−21.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,779 | $227.8K | 0.04% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,765 | $226.6K | 0.00% | −330−10.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,683 | $219.9K | 0.01% | +632+30.8% | Added |
| Compass Financial Group, INC | 2,666 | $218.6K | 0.03% | +15+0.6% | Added |
| IHT Wealth Management, LLC | 2,619 | $214.7K | 0.01% | +12+0.5% | Added |
| Trust Co of Vermont | 2,404 | $197.1K | 0.01% | +1,500+165.9% | Added |
| Covestor Ltd | 2,362 | $193.0K | 0.11% | +545+30.0% | Added |
| Acadian Asset Management LLC | 1,926 | $157.0K | 0.00% | +1,926 | New |
| JNBA Financial Advisors | 1,715 | $140.6K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,660 | $136.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,553 | $127.3K | 0.00% | −2,456−61.3% | Reduced |
| DekaBank Deutsche Girozentrale | 1,526 | $123.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,489 | $122.0K | 0.00% | +1,489 | New |
| HM Payson & Co | 1,344 | $110.2K | 0.00% | +1,344 | New |
| CIBC Private Wealth Group, LLC | 1,300 | $106.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,269 | $104.0K | 0.00% | −460−26.6% | Reduced |
| Global Retirement Partners, LLC | 1,256 | $103.0K | 0.00% | −11−0.9% | Reduced |
| KBC Group NV | 1,227 | $101.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,215 | $99.6K | 0.00% | +17+1.4% | Added |
| High Note Wealth, LLC | 1,188 | $97.4K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,155 | $94.7K | 0.03% | +119+11.5% | Added |
| Abound Wealth Management | 1,151 | $94.3K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,136 | $93.1K | 0.02% | −5−0.4% | Reduced |
| Crews Bank & Trust | 1,092 | $89.5K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $82.0K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 997 | $81.7K | 0.00% | +129+14.9% | Added |
| Fifth Third Bancorp | 886 | $72.6K | 0.00% | +13+1.5% | Added |
| State of Wyoming | 820 | $67.2K | 0.01% | −1,369−62.5% | Reduced |
| STRS Ohio | 800 | $65.6K | 0.00% | −300−27.3% | Reduced |
| Geneos Wealth Management Inc. | 742 | $60.8K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 740 | $60.7K | 0.03% | −1−0.1% | Reduced |
| Costello Asset Management, INC | 723 | $59.3K | 0.02% | +1+0.1% | Added |
| Shell Asset Management Co | 676 | $55.0K | 0.01% | −1,061−61.1% | Reduced |
| Goodman Advisory Group, LLC | 667 | $54.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 661 | $54.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 650 | $53.3K | 0.00% | +100+18.2% | Added |
| Public Employees Retirement System of Ohio | 645 | $52.9K | 0.00% | +32+5.2% | Added |
| Rockefeller Capital Management L.P. | 629 | $51.6K | 0.00% | +629 | New |
| Asset Planning,Inc | 500 | $41.0K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 454 | $37.2K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 432 | $35.4K | 0.00% | +132+44.0% | Added |
| Chilton Capital Management LLC | 426 | $34.9K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 420 | $34.4K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 355 | $29.1K | 0.01% | −288−44.8% | Reduced |
| Simplex Trading, LLC | 356 | $29.0K | 0.00% | +356 | New |
| SRS Capital Advisors, Inc. | 353 | $28.9K | 0.00% | +297+530.4% | Added |
| West Financial Advisors, LLC | 334 | $27.4K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 333 | $27.3K | 0.01% | +2+0.6% | Added |
| Vermillion Wealth Management, Inc. | 300 | $24.6K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 273 | $23.0K | 0.00% | +121+79.6% | Added |
| Ronald Blue Trust, Inc. | 264 | $21.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 244 | $20.0K | 0.00% | +223+1,061.9% | Added |
| Hemington Wealth Management | 240 | $19.0K | 0.00% | +1+0.4% | Added |
| Nomura Asset Management Co Ltd | 220 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 210 | $17.0K | 0.00% | +195+1,300.0% | 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 |
| Smallwood Wealth Investment Management, LLC | 194 | $16.0K | 0.01% | +1+0.5% | Added |
| IFP Advisors, Inc | 194 | $15.9K | 0.00% | −147−43.1% | Reduced |
| Salomon & Ludwin, LLC | 181 | $14.4K | 0.00% | +181 | New |
| EverSource Wealth Advisors, LLC | 164 | $13.4K | 0.00% | −52−24.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 160 | $13.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 160 | $13.1K | 0.00% | +71+79.8% | Added |