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, Q4 2025
Institutional positions in Otter Tail Corp as of Dec 31, 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
- 354
- +12 vs. Q3 2025
- Shares held
- 28.3M
- +108.1K (+0.4%) vs. Q3 2025
- Total value
- $2.29B
- −$23.3M (−1.0%) vs. Q3 2025
- New holders
- 47
- 120 more added
- Sold out
- 35
- 120 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,391,447 | $516.5M | 0.01% | +29,953+0.5% | Added |
| Vanguard Group Inc | 5,059,480 | $408.9M | 0.01% | −36,597−0.7% | Reduced |
| State Street Corp | 1,561,440 | $126.2M | 0.00% | −3,933−0.3% | Reduced |
| Geode Capital Management, LLC | 1,019,262 | $82.4M | 0.01% | +4,164+0.4% | Added |
| Dimensional Fund Advisors LP | 850,729 | $68.8M | 0.01% | −8,288−1.0% | Reduced |
| First Trust Advisors LP | 810,638 | $65.5M | 0.05% | −653,975−44.7% | Reduced |
| Morgan Stanley | 562,289 | $45.4M | 0.00% | +30,599+5.8% | Added |
| Caisse de Depot Et Placement du Quebec | 554,733 | $44.8M | 0.08% | −1,129−0.2% | Reduced |
| LSV Asset Management | 536,941 | $43.4M | 0.09% | +367,869+217.6% | Added |
| Charles Schwab Investment Management Inc | 532,691 | $43.0M | 0.01% | −8,766−1.6% | Reduced |
| Gabelli Funds LLC | 469,100 | $37.9M | 0.26% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 418,928 | $33.9M | 0.00% | −186,576−30.8% | Reduced |
| Northern Trust Corp | 414,778 | $33.5M | 0.00% | −28,086−6.3% | Reduced |
| Bank of New York Mellon Corp | 358,577 | $29.0M | 0.01% | −12,712−3.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 344,149 | $27.8M | 0.04% | +179,149+108.6% | Added |
| Goldman Sachs Group Inc | 329,157 | $26.6M | 0.00% | +6,407+2.0% | Added |
| Bank of America Corp | 325,120 | $26.3M | 0.00% | −52,107−13.8% | Reduced |
| Gamco Investors, Inc. Et Al | 272,350 | $22.0M | 0.21% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 271,653 | $22.0M | 0.03% | +134,029+97.4% | Added |
| D. E. Shaw & Co., Inc. | 248,239 | $20.1M | 0.02% | −11,773−4.5% | Reduced |
| Invesco Ltd. | 231,178 | $18.7M | 0.00% | −5,468−2.3% | Reduced |
| Federated Hermes, Inc. | 205,346 | $16.6M | 0.03% | +44,150+27.4% | Added |
| Qube Research & Technologies Ltd | 201,274 | $16.3M | 0.02% | +34,751+20.9% | Added |
| Principal Financial Group Inc | 199,623 | $16.1M | 0.01% | −2,505−1.2% | Reduced |
| Public Sector Pension Investment Board | 193,919 | $15.7M | 0.05% | +11,833+6.5% | Added |
| Marshall Wace, LLP | 173,429 | $14.0M | 0.01% | +20,863+13.7% | Added |
| Two Sigma Advisers, LP | 161,100 | $13.0M | 0.03% | +124,000+334.2% | Added |
| Nuveen, LLC | 152,022 | $12.3M | 0.00% | −1,610−1.0% | Reduced |
| Millennium Management LLC | 146,518 | $11.8M | 0.01% | +16,235+12.5% | Added |
| Jane Street Group, LLC | 139,137 | $11.2M | 0.01% | +101,419+268.9% | Added |
| Royal Bank of Canada | 136,237 | $11.0M | 0.00% | +5,783+4.4% | Added |
| Victory Capital Management Inc | 128,413 | $10.4M | 0.01% | +1,512+1.2% | Added |
| Bank & Trust Co | 122,016 | $9.86M | 6.96% | −470.0% | Reduced |
| Citadel Advisors LLC | 115,209 | $9.31M | 0.01% | −3,576−3.0% | Reduced |
| Voloridge Investment Management, LLC | 112,021 | $9.05M | 0.03% | −2,846−2.5% | Reduced |
| HRT Financial LP | 111,894 | $9.04M | 0.03% | +49,714+80.0% | Added |
| Legal & General Group Plc | 103,327 | $8.35M | 0.00% | −7,024−6.4% | Reduced |
| Ameriprise Financial Inc | 98,493 | $7.96M | 0.00% | −4,785−4.6% | Reduced |
| Phocas Financial Corp. | 97,678 | $7.89M | 1.03% | −235−0.2% | Reduced |
| Rhumbline Advisers | 97,311 | $7.86M | 0.01% | −5,537−5.4% | Reduced |
| UBS Group AG | 95,588 | $7.72M | 0.00% | −52,559−35.5% | Reduced |
| UBS Asset Management Americas Inc | 93,303 | $7.54M | 0.00% | +52,443+128.3% | Added |
| Prudential Financial Inc | 92,524 | $7.48M | 0.01% | −7,604−7.6% | Reduced |
| Whittier Trust Co | 90,046 | $7.37M | 0.08% | +108+0.1% | Added |
| Denali Advisors LLC | 88,703 | $7.17M | 0.80% | +2,578+3.0% | Added |
| Squarepoint Ops LLC | 83,926 | $6.78M | 0.01% | +67,132+399.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 83,569 | $6.75M | 0.02% | +226+0.3% | Added |
| Brandywine Global Investment Management, LLC | 82,701 | $6.68M | 0.04% | −2,994−3.5% | Reduced |
| ProShare Advisors LLC | 79,635 | $6.44M | 0.01% | −1,810−2.2% | Reduced |
| Wells Fargo & Company | 77,728 | $6.28M | 0.00% | +16,826+27.6% | Added |
| BNP Paribas Arbitrage, SA | 76,766 | $6.20M | 0.00% | −11,131−12.7% | Reduced |
| Tudor Investment Corp Et Al | 75,005 | $6.06M | 0.03% | −66,278−46.9% | Reduced |
| Swiss National Bank | 74,400 | $6.01M | 0.00% | +1,300+1.8% | Added |
| Buck Wealth Strategies, LLC | 72,905 | $5.89M | 0.75% | +5,117+7.5% | Added |
| New York State Common Retirement Fund | 69,282 | $5.60M | 0.01% | −101−0.1% | Reduced |
| Barclays PLC | 65,900 | $5.33M | 0.00% | +2,659+4.2% | Added |
| LPL Financial LLC | 64,048 | $5.18M | 0.00% | −2,102−3.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 62,918 | $5.08M | 0.01% | +34,733+123.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 56,235 | $4.55M | 0.01% | +49,891+786.4% | Added |
| CBOE Vest Financial, LLC | 54,476 | $4.40M | 0.06% | −10,925−16.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 48,186 | $3.95M | 0.08% | +721+1.5% | Added |
| Man Group plc | 47,320 | $3.82M | 0.01% | −13,992−22.8% | Reduced |
| Alliancebernstein L.P. | 45,887 | $3.71M | 0.00% | +2,240+5.1% | Added |
| Price T Rowe Associates Inc | 44,543 | $3.60M | 0.00% | +1,797+4.2% | Added |
| MUFG Securities EMEA plc | 44,000 | $3.56M | 0.04% | +44,000 | New |
| Raymond James Financial Inc | 42,650 | $3.45M | 0.00% | −28−0.1% | Reduced |
| Thrivent Financial for Lutherans | 41,187 | $3.33M | 0.01% | +8,663+26.6% | Added |
| Palisades Investment Partners, LLC | 40,891 | $3.30M | 1.25% | +700+1.7% | Added |
| American Century Companies Inc | 39,917 | $3.23M | 0.00% | +23,811+147.8% | Added |
| Citigroup Inc | 38,463 | $3.11M | 0.00% | −2,141−5.3% | Reduced |
| Benjamin Edwards Inc | 38,294 | $3.09M | 0.03% | −54−0.1% | Reduced |
| First Manhattan Co | 38,210 | $3.09M | 0.01% | −300−0.8% | Reduced |
| Franklin Resources Inc | 36,993 | $2.99M | 0.00% | +5,395+17.1% | Added |
| US Bancorp | 36,733 | $2.97M | 0.00% | +4,136+12.7% | Added |
| Great West Life Assurance Co | 36,314 | $2.93M | 0.01% | +1,879+5.5% | Added |
| California State Teachers Retirement System | 35,754 | $2.89M | 0.00% | +902+2.6% | Added |
| Bridgeway Capital Management, LLC | 35,600 | $2.88M | 0.06% | −2,500−6.6% | Reduced |
| Wellington Management Group LLP | 35,029 | $2.83M | 0.00% | +35,029 | New |
| Deutsche Bank AG | 35,017 | $2.83M | 0.00% | +1,248+3.7% | Added |
| Advisor Group Holdings, Inc. | 34,482 | $2.79M | 0.00% | +2,644+8.3% | Added |
| Martingale Asset Management L P | 33,241 | $2.69M | 0.07% | +757+2.3% | Added |
| XTX Topco Ltd | 32,434 | $2.62M | 0.07% | +27,353+538.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 31,911 | $2.58M | 0.01% | −900−2.7% | Reduced |
| Royce & Associates LP | 31,728 | $2.56M | 0.03% | −212−0.7% | Reduced |
| Financial Engines Advisors L.L.C. | 30,590 | $2.47M | 0.00% | +600+2.0% | Added |
| Quest Partners LLC | 30,566 | $2.47M | 0.14% | +10,457+52.0% | Added |
| State of New Jersey Common Pension Fund D | 26,319 | $2.13M | 0.01% | +719+2.8% | Added |
| ExodusPoint Capital Management, LP | 25,973 | $2.10M | 0.02% | +25,973 | New |
| Mariner, LLC | 25,546 | $2.06M | 0.00% | +1,698+7.1% | Added |
| Dark Forest Capital Management LP | 25,090 | $2.03M | 0.09% | +25,090 | New |
| John G Ullman & Associates Inc | 24,950 | $2.02M | 0.27% | +4,300+20.8% | Added |
| Trexquant Investment LP | 23,894 | $1.93M | 0.02% | −32,294−57.5% | Reduced |
| Commonwealth Equity Services, LLC | 23,685 | $1.91M | 0.00% | −4,606−16.3% | Reduced |
| Elo Mutual Pension Insurance Co | 23,106 | $1.87M | 0.03% | +23,106 | New |
| Capstone Investment Advisors, LLC | 22,949 | $1.85M | 0.02% | +14,375+167.7% | Added |
| State of Wisconsin Investment Board | 22,401 | $1.81M | 0.00% | −1,644−6.8% | Reduced |
| Illinois Municipal Retirement Fund | 22,205 | $1.79M | 0.02% | +305+1.4% | Added |
| Alps Advisors Inc | 21,695 | $1.75M | 0.01% | −1,478−6.4% | Reduced |
| State of Alaska, Department of Revenue | 21,338 | $1.72M | 0.02% | +251+1.2% | Added |
| MetLife Investment Management | 21,098 | $1.70M | 0.01% | −1,542−6.8% | Reduced |