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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
MAI Capital Management140$11.5K0.00%−25−15.2%Reduced
Clearstead Advisors, LLC127$10.4K0.00%+127New
Signaturefd, LLC115$9.43K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.106$8.71K0.00%00.0%Unchanged
Smartleaf Asset Management LLC100$8.16K0.00%+69+222.6%Added
Broadwater Capital Management LLC95$7.79K0.01%−7,229−98.7%Reduced
Principal Securities, Inc.94$7.73K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd90$7.00K0.00%00.0%Unchanged
WealthCollab, LLC81$6.64K0.00%00.0%Unchanged
NBC Securities, Inc.80$6.56K0.00%−2,250−96.6%Reduced
Brown Brothers Harriman & Co62$5.08K0.00%00.0%Unchanged
Assetmark, Inc62$5.08K0.00%+51+463.6%Added
Rothschild Investment LLC60$4.92K0.00%00.0%Unchanged
Root Financial Partners, LLC56$4.59K0.00%+56New
Global Wealth Strategies & Associates55$4.51K0.00%00.0%Unchanged
Bell Investment Advisors, Inc51$4.18K0.00%−5−8.9%Reduced
Bare Financial Services, Inc50$4.10K0.00%+26+108.3%Added
Concord Wealth Partners40$3.28K0.00%00.0%Unchanged
Ancora Advisors, LLC38$3.12K0.00%−29−43.3%Reduced
Wealthspire Advisors, LLC35$2.87K0.00%+35New
Massmutual Trust Co FSB34$2.79K0.00%00.0%Unchanged
Parkside Financial Bank & Trust33$2.71K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc28$2.29K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC27$2.21K0.00%00.0%Unchanged
Caitlin John, LLC24$1.97K0.00%+24New
Measured Wealth Private Client Group, LLC19$1.56K0.00%+19New
South State Corp.17$1.39K0.00%00.0%Unchanged
Picton Mahoney Asset Management15$1.00K0.00%00.0%Unchanged
Archer Investment Corp12$9840.00%00.0%Unchanged
Fortitude Family Office, LLC12$9840.00%+2+20.0%Added
Glen Eagle Advisors, LLC11$9350.00%00.0%Unchanged
SBI Securities Co., Ltd.10$8200.00%00.0%Unchanged
Essential Partners LLC9$7380.00%00.0%Unchanged
Atlantic Trust, LLC8$6560.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$5880.00%00.0%Unchanged
Parallel Advisors, LLC6$4920.00%+6New
Sunbelt Securities, Inc.5$4100.00%+5New
Manchester Capital Management LLC3$2460.00%00.0%Unchanged
SJS Investment Consulting Inc.3$2460.00%00.0%Unchanged
Huntington National Bank3$2460.00%00.0%Unchanged
HFM Investment Advisors, LLC2$1640.00%−1−33.3%Reduced
Bay Harbor Wealth Management, LLC2$1630.00%00.0%Unchanged
True Wealth Design, LLC1$820.00%00.0%Unchanged
Rialto Wealth Management, LLC1$820.00%00.0%Unchanged
Cloud Capital Management, LLC4$00.00%+4New
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