Otter Tail Corp

OTTR

Exchange: Nasdaq
Industry: Electric Services
SEC CIK: 0001466593

SEC filings (opens in a new tab)

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.

Q4 2025 vs. Q3 2025

How the institutions holding Otter Tail Corp changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of OTTR: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	345	3	354	+12
Shares	28.2M	5.03K	28.3M	+108.1K (+0.4%)
Value	$2.31B	$411.0K	$2.29B	−$23.3M (−1.0%)

3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (47)

Institutions that held Otter Tail Corp at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to OTTR in Q4 2025
Institution	Shares	Value	% of portfolio
MUFG Securities EMEA plc	44,000	$3.56M	0.04%
Wellington Management Group LLP	35,029	$2.83M	0.00%
ExodusPoint Capital Management, LP	25,973	$2.10M	0.02%
Dark Forest Capital Management LP	25,090	$2.03M	0.09%
Elo Mutual Pension Insurance Co	23,106	$1.87M	0.03%
Jefferies Financial Group Inc.	16,500	$1.33M	0.01%
Susquehanna International Group, LLP	12,175	$983.9K	0.00%
Eagle Global Advisors LLC	10,480	$846.9K	0.03%
Belpointe Asset Management LLC	9,748	$787.7K	0.03%
Fortis Capital Advisors, LLC	9,748	$787.7K	0.12%
RMB Capital Management, LLC	8,350	$674.7K	0.01%
Engineers Gate Manager LP	6,716	$542.7K	0.01%
Gotham Asset Management, LLC	6,689	$540.5K	0.00%
Jain Global LLC	6,210	$501.8K	0.00%
Skopos Labs, Inc.	5,191	$429.0K	0.02%
Bravera Wealth	4,799	$387.8K	0.19%
Bayban	4,669	$377.3K	0.33%
Evolve Private Wealth, LLC	4,597	$371.5K	0.02%
Greenwood Capital Associates LLC	4,120	$332.9K	0.04%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	4,055	$327.7K	0.01%
Swiss Life Asset Management Ltd	3,844	$310.6K	0.00%
Profund Advisors LLC	3,600	$290.9K	0.01%
Integrity Alliance, LLC.	2,809	$227.0K	0.01%
Beacon Pointe Advisors, LLC	2,790	$225.5K	0.00%
denkapparat Operations GmbH	2,586	$209.0K	0.11%
CIBC World Markets Corp	2,551	$206.1K	0.00%
Prelude Capital Management, LLC	2,496	$201.7K	0.01%
Bangor Savings Bank	2,400	$193.9K	0.02%
Pinnacle Wealth Planning Services, Inc.	1,981	$160.1K	0.02%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	1,856	$150.0K	0.00%
Flagship Harbor Advisors, LLC	1,317	$106.4K	0.01%
International Assets Investment Management, LLC	1,009	$81.5K	0.01%
Aster Capital Management (DIFC) Ltd	510	$41.2K	0.02%
SHP Wealth Management	500	$40.4K	0.00%
Birchwood Financial Partners, Inc.	500	$40.4K	0.04%
Motiv8 Investments LLC	422	$34.0K	0.02%
Caitong International Asset Management Co., Ltd	388	$31.4K	0.01%
Sound Income Strategies, LLC	82	$7.16K	0.00%
Kemnay Advisory Services Inc.	67	$5.41K	0.00%
Versant Capital Management, Inc	42	$3.39K	0.00%
Keating Financial Advisory Services, Inc.	42	$3.39K	0.00%
Colonial Trust Co	34	$2.75K	0.00%
Ankerstar Wealth, LLC	4	$323	0.00%
Signature Equity Partners, LLC	4	$323	0.00%
Gilpin Wealth Management, LLC	3	$243	0.00%
Hughes Financial Services, LLC	1	$81	0.00%
Dunhill Financial, LLC	1	$72	0.00%

Sold out (35)

Institutions that held Otter Tail Corp at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of OTTR in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Schonfeld Strategic Advisors LLC	62,966	$5.16M
Edgestream Partners, L.P.	28,867	$2.37M
Ossiam	26,200	$2.15M
OneAscent Financial Services LLC	24,655	$2.02M
Inspire Advisors, LLC	12,764	$1.05M
NJ State Employees Deferred Compensation Plan	12,000	$983.6K
Aquatic Capital Management LLC	10,366	$849.7K
Mackenzie Financial Corp	8,531	$699.3K
HSBC Holdings PLC	7,407	$608.2K
Bridgewater Associates, LP	6,406	$525.1K
EntryPoint Capital, LLC	6,300	$516.4K
ISAM Funds (UK) Ltd	5,693	$466.7K
Teacher Retirement System of Texas	4,938	$404.8K
Y-Intercept (Hong Kong) Ltd	4,371	$358.3K
Fox Run Management, L.L.C.	3,028	$248.2K
Kovitz Investment Group Partners, LLC	3,003	$246.2K
Aigen Investment Management, LP	2,800	$229.5K
IHT Wealth Management, LLC	2,619	$214.7K
Acadian Asset Management LLC	1,926	$157.0K
Advisory Services Network, LLC	1,489	$122.0K
Quarry LP	355	$29.1K
MAI Capital Management	140	$11.5K
Clearstead Advisors, LLC	127	$10.4K
BOK Financial Private Wealth, Inc.	106	$8.71K
Principal Securities, Inc.	94	$7.73K
Wealthspire Advisors, LLC	35	$2.87K
Caitlin John, LLC	24	$1.97K
South State Corp.	17	$1.39K
Atlantic Trust, LLC	8	$656
Parallel Advisors, LLC	6	$492
Sunbelt Securities, Inc.	5	$410
Huntington National Bank	3	$246
Manchester Capital Management LLC	3	$246
True Wealth Design, LLC	1	$82
Cloud Capital Management, LLC	4	$0

Not filed for Q4 2025 yet (3)

Institutions that held Otter Tail Corp at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTTR in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
CIBC Bancorp USA Inc.	4,111	$337.0K
Shell Asset Management Co	676	$55.0K
Hemington Wealth Management	240	$19.0K