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 |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $72 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $81 | 0.00% | +1 | New |
| CWM Advisors, LLC | 1 | $117 | 0.00% | −6,296−100.0% | Reduced |
| HFM Investment Advisors, LLC | 2 | $162 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $162 | 0.00% | +1+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $242 | 0.00% | +1+50.0% | Added |
| SJS Investment Consulting Inc. | 3 | $243 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 3 | $243 | 0.00% | +3 | New |
| Ankerstar Wealth, LLC | 4 | $323 | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 4 | $323 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $485 | 0.00% | −1−14.3% | Reduced |
| Fortitude Family Office, LLC | 7 | $566 | 0.00% | −5−41.7% | Reduced |
| Essential Partners LLC | 8 | $646 | 0.00% | −1−11.1% | Reduced |
| SBI Securities Co., Ltd. | 10 | $808 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11 | $928 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 12 | $970 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 15 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $1.21K | 0.00% | −36−70.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 19 | $1.53K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $2.26K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 31 | $2.50K | 0.00% | −233−88.3% | Reduced |
| Parkside Financial Bank & Trust | 33 | $2.67K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34 | $2.75K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 34 | $2.75K | 0.00% | +34 | New |
| JFS Wealth Advisors, LLC | 36 | $2.91K | 0.00% | +9+33.3% | Added |
| Ancora Advisors, LLC | 38 | $3.07K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 39 | $3.15K | 0.00% | −1−2.5% | Reduced |
| Assetmark, Inc | 40 | $3.23K | 0.00% | −22−35.5% | Reduced |
| Versant Capital Management, Inc | 42 | $3.39K | 0.00% | +42 | New |
| Keating Financial Advisory Services, Inc. | 42 | $3.39K | 0.00% | +42 | New |
| Rothschild Investment LLC | 55 | $4.45K | 0.00% | −5−8.3% | Reduced |
| Global Wealth Strategies & Associates | 55 | $4.45K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 62 | $5.01K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 67 | $5.41K | 0.00% | +67 | New |
| Root Financial Partners, LLC | 68 | $5.50K | 0.00% | +12+21.4% | Added |
| NBC Securities, Inc. | 80 | $6.46K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 88 | $7.11K | 0.00% | +38+76.0% | Added |
| Sound Income Strategies, LLC | 82 | $7.16K | 0.00% | +82 | New |
| Broadwater Capital Management LLC | 95 | $7.68K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 100 | $8.08K | 0.00% | −100−50.0% | Reduced |
| Larson Financial Group LLC | 102 | $8.24K | 0.00% | −142−58.2% | Reduced |
| Signaturefd, LLC | 115 | $9.29K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 119 | $9.62K | 0.00% | +38+46.9% | Added |
| Smartleaf Asset Management LLC | 138 | $11.4K | 0.00% | +38+38.0% | Added |
| Plante Moran Financial Advisors, LLC | 160 | $13.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 194 | $15.7K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 196 | $15.8K | 0.01% | +2+1.0% | Added |
| Independence Bank of Kentucky | 200 | $16.2K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 200 | $16.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 220 | $17.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 256 | $20.8K | 0.00% | +75+41.4% | Added |
| Bessemer Group Inc | 300 | $24.0K | 0.00% | +27+9.9% | Added |
| Vermillion Wealth Management, Inc. | 300 | $24.2K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 334 | $27.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 336 | $27.1K | 0.01% | +3+0.9% | Added |
| EverSource Wealth Advisors, LLC | 376 | $30.4K | 0.00% | +212+129.3% | Added |
| SRS Capital Advisors, Inc. | 379 | $30.6K | 0.00% | +26+7.4% | Added |
| Caitong International Asset Management Co., Ltd | 388 | $31.4K | 0.01% | +388 | New |
| Simplex Trading, LLC | 399 | $32.2K | 0.00% | +43+12.1% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 420 | $33.9K | 0.03% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 422 | $34.0K | 0.02% | +422 | New |
| Chilton Capital Management LLC | 426 | $34.4K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 454 | $36.7K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 500 | $40.4K | 0.03% | 00.0% | Unchanged |
| SHP Wealth Management | 500 | $40.4K | 0.00% | +500 | New |
| Birchwood Financial Partners, Inc. | 500 | $40.4K | 0.04% | +500 | New |
| Aster Capital Management (DIFC) Ltd | 510 | $41.2K | 0.02% | +510 | New |
| GAMMA Investing LLC | 553 | $44.7K | 0.00% | +121+28.0% | Added |
| Rockefeller Capital Management L.P. | 588 | $47.6K | 0.00% | −41−6.5% | Reduced |
| STRS Ohio | 600 | $48.5K | 0.00% | −200−25.0% | Reduced |
| Hantz Financial Services, Inc. | 621 | $50.0K | 0.00% | +411+195.7% | Added |
| Public Employees Retirement System of Ohio | 640 | $51.7K | 0.00% | −5−0.8% | Reduced |
| Umb Bank N A | 644 | $52.0K | 0.00% | +484+302.5% | Added |
| AdvisorNet Financial, Inc | 650 | $52.5K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 667 | $53.9K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 677 | $54.7K | 0.01% | −511−43.0% | Reduced |
| Costello Asset Management, INC | 718 | $58.0K | 0.02% | −5−0.7% | Reduced |
| C M Bidwell & Associates Ltd | 740 | $59.8K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 742 | $60.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 904 | $73.1K | 0.00% | −1,500−62.4% | Reduced |
| Fifth Third Bancorp | 936 | $75.6K | 0.00% | +50+5.6% | Added |
| Northwestern Mutual Wealth Management Co | 950 | $76.8K | 0.00% | +289+43.7% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $80.8K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,009 | $81.5K | 0.01% | +1,009 | New |
| Nisa Investment Advisors, LLC | 1,044 | $84.4K | 0.00% | +47+4.7% | Added |
| Crews Bank & Trust | 1,092 | $88.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 1,151 | $93.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,155 | $93.3K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 1,172 | $94.7K | 0.00% | −172−12.8% | Reduced |
| Global Retirement Partners, LLC | 1,214 | $98.1K | 0.00% | −42−3.3% | Reduced |
| KBC Group NV | 1,227 | $99.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,254 | $101.4K | 0.00% | −15−1.2% | Reduced |
| CIBC Private Wealth Group, LLC | 1,310 | $105.9K | 0.00% | +10+0.8% | Added |
| Flagship Harbor Advisors, LLC | 1,317 | $106.4K | 0.01% | +1,317 | New |
| Allworth Financial LP | 1,342 | $108.4K | 0.00% | +127+10.5% | Added |
| USA Financial Portformulas Corp | 1,376 | $111.2K | 0.02% | +240+21.1% | Added |
| Covestor Ltd | 1,581 | $127.0K | 0.07% | −781−33.1% | Reduced |
| Armstrong Advisory Group, Inc | 1,660 | $134.1K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,674 | $135.3K | 0.01% | +854+104.1% | Added |