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 |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 1,715 | $138.6K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,526 | $142.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,856 | $150.0K | 0.00% | +1,856 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,981 | $160.1K | 0.02% | +1,981 | New |
| Ensign Peak Advisors, Inc | 2,060 | $166.5K | 0.00% | −3,000−59.3% | Reduced |
| Bangor Savings Bank | 2,400 | $193.9K | 0.02% | +2,400 | New |
| Prelude Capital Management, LLC | 2,496 | $201.7K | 0.01% | +2,496 | New |
| Savant Capital, LLC | 2,550 | $206.1K | 0.00% | −1,368−34.9% | Reduced |
| CIBC World Markets Corp | 2,551 | $206.1K | 0.00% | +2,551 | New |
| denkapparat Operations GmbH | 2,586 | $209.0K | 0.11% | +2,586 | New |
| Compass Financial Group, INC | 2,682 | $216.8K | 0.03% | +16+0.6% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,683 | $216.8K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,765 | $223.4K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,779 | $224.6K | 0.04% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,790 | $225.5K | 0.00% | +2,790 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,808 | $226.9K | 0.00% | +3+0.1% | Added |
| Integrity Alliance, LLC. | 2,809 | $227.0K | 0.01% | +2,809 | New |
| CIBC Asset Management Inc | 2,856 | $230.8K | 0.00% | +31+1.1% | Added |
| GW Henssler & Associates Ltd | 2,883 | $233.0K | 0.01% | +59+2.1% | Added |
| Xponance, Inc. | 3,030 | $244.9K | 0.00% | +27+0.9% | Added |
| Mann Financial Group, Inc. | 3,129 | $252.9K | 0.24% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 3,164 | $255.7K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,222 | $260.4K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 3,285 | $265.5K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 3,322 | $268.4K | 0.00% | −2,080−38.5% | Reduced |
| Stifel Financial Corp | 3,327 | $268.9K | 0.00% | −48−1.4% | Reduced |
| Captrust Financial Advisors | 3,402 | $274.9K | 0.00% | +36+1.1% | Added |
| Tower Research Capital LLC (TRC) | 3,488 | $281.9K | 0.01% | +1,935+124.6% | Added |
| Atlas Brown,Inc. | 3,491 | $282.1K | 0.08% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 3,521 | $284.5K | 0.00% | +97+2.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,531 | $285.3K | 0.00% | +651+22.6% | Added |
| Ifrah Financial Services, Inc. | 3,580 | $289.3K | 0.07% | −58−1.6% | Reduced |
| Russell Investments Group, Ltd. | 3,595 | $290.5K | 0.00% | −13,260−78.7% | Reduced |
| Profund Advisors LLC | 3,600 | $290.9K | 0.01% | +3,600 | New |
| Envestnet Portfolio Solutions, Inc. | 3,629 | $293.3K | 0.00% | −29−0.8% | Reduced |
| Chesley Taft & Associates LLC | 3,680 | $297.4K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,769 | $304.6K | 0.01% | −34−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,791 | $306.4K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 3,834 | $309.8K | 0.00% | −884−18.7% | Reduced |
| Swiss Life Asset Management Ltd | 3,844 | $310.6K | 0.00% | +3,844 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,055 | $327.7K | 0.01% | +4,055 | New |
| Bell Bank | 4,086 | $330.2K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,115 | $332.5K | 0.00% | −11,385−73.5% | Reduced |
| Greenwood Capital Associates LLC | 4,120 | $332.9K | 0.04% | +4,120 | New |
| Janney Montgomery Scott LLC | 4,129 | $334.0K | 0.00% | −350−7.8% | Reduced |
| Independent Advisor Alliance | 4,236 | $342.3K | 0.01% | −19−0.4% | Reduced |
| Wealth Forward, LLC | 4,238 | $342.5K | 0.19% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 4,246 | $343.1K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,302 | $347.7K | 0.01% | +9+0.2% | Added |
| Accredited Investors Inc. | 4,379 | $353.8K | 0.02% | +28+0.6% | Added |
| Dynamic Technology Lab Private Ltd | 4,410 | $356.0K | 0.08% | −9,191−67.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,461 | $360.5K | 0.01% | +4+0.1% | Added |
| Quadrant Capital Group LLC | 4,538 | $366.7K | 0.01% | −12−0.3% | Reduced |
| Evolve Private Wealth, LLC | 4,597 | $371.5K | 0.02% | +4,597 | New |
| Public Employees Retirement Association of Colorado | 4,608 | $372.0K | 0.00% | 00.0% | Unchanged |
| Bayban | 4,669 | $377.3K | 0.33% | +4,669 | New |
| Private Advisor Group, LLC | 4,730 | $382.2K | 0.00% | +9+0.2% | Added |
| Alternative Investment Advisors, LLC. | 4,737 | $382.9K | 0.17% | +29+0.6% | Added |
| Mutual of America Capital Management LLC | 4,790 | $387.1K | 0.00% | +96+2.0% | Added |
| Lido Advisors, LLC | 4,737 | $387.4K | 0.00% | +128+2.8% | Added |
| Bravera Wealth | 4,799 | $387.8K | 0.19% | +4,799 | New |
| Valtinson Bruner Financial Planning LLC | 4,817 | $389.3K | 0.11% | −120−2.4% | Reduced |
| Vestcor Inc | 4,969 | $402.0K | 0.01% | +2,000+67.4% | Added |
| Jackson Creek Investment Advisors LLC | 4,989 | $403.0K | 0.12% | −72−1.4% | Reduced |
| Hendershot Investments Inc. | 5,000 | $404.1K | 0.05% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 5,163 | $417.2K | 0.01% | +679+15.1% | Added |
| Vident Advisory, LLC | 5,218 | $421.7K | 0.00% | −411−7.3% | Reduced |
| Opus Capital Group, LLC | 5,266 | $426.0K | 0.05% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 5,191 | $429.0K | 0.02% | +5,191 | New |
| New Age Alpha Advisors, LLC | 5,322 | $430.1K | 0.02% | +40+0.8% | Added |
| The PNC Financial Services Group, Inc. | 5,393 | $435.8K | 0.00% | +306+6.0% | Added |
| Amundi | 5,586 | $451.4K | 0.00% | −1,644−22.7% | Reduced |
| Cynosure Management, LLC | 5,808 | $469.3K | 0.05% | +903+18.4% | Added |
| Coldstream Capital Management Inc | 5,856 | $473.2K | 0.01% | −314−5.1% | Reduced |
| D.A. Davidson & Co. | 5,869 | $474.3K | 0.00% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 5,884 | $475.5K | 0.05% | 00.0% | Unchanged |
| SEI Investments Co | 5,924 | $478.7K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 6,048 | $488.8K | 0.00% | +36+0.6% | Added |
| Verition Fund Management LLC | 6,100 | $492.9K | 0.00% | −16,071−72.5% | Reduced |
| Maryland State Retirement & Pension System | 6,110 | $493.7K | 0.01% | +86+1.4% | Added |
| RBA Wealth Management, LLC | 6,174 | $498.9K | 0.17% | −311−4.8% | Reduced |
| Jain Global LLC | 6,210 | $501.8K | 0.00% | +6,210 | New |
| Bokf, NA | 6,267 | $506.4K | 0.01% | −26−0.4% | Reduced |
| Pictet Asset Management Holding SA | 6,466 | $522.5K | 0.00% | −1,164−15.3% | Reduced |
| Entropy Technologies, LP | 6,567 | $530.7K | 0.03% | −2,590−28.3% | Reduced |
| Jones Financial Companies LLLP | 6,637 | $536.3K | 0.00% | +898+15.6% | Added |
| Gotham Asset Management, LLC | 6,689 | $540.5K | 0.00% | +6,689 | New |
| Engineers Gate Manager LP | 6,716 | $542.7K | 0.01% | +6,716 | New |
| Johnson Wealth Management, LLC | 6,727 | $543.6K | 0.27% | −5−0.1% | Reduced |
| Virtus ETF Advisers LLC | 6,854 | $553.9K | 0.26% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 7,459 | $602.8K | 0.05% | 00.0% | Unchanged |
| FMR LLC | 7,835 | $633.1K | 0.00% | +1,480+23.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,942 | $642.0K | 0.00% | −200−2.5% | Reduced |
| Quantbot Technologies LP | 7,998 | $646.3K | 0.02% | −15,197−65.5% | Reduced |
| Foster & Motley Inc | 8,085 | $653.0K | 0.03% | −930−10.3% | Reduced |
| NorthRock Partners, LLC | 8,237 | $665.7K | 0.01% | −35−0.4% | Reduced |
| MML Investors Services, LLC | 8,331 | $673.3K | 0.00% | +549+7.1% | Added |
| RMB Capital Management, LLC | 8,350 | $674.7K | 0.01% | +8,350 | New |
| Kestra Advisory Services, LLC | 8,423 | $680.6K | 0.00% | −65−0.8% | Reduced |
| Bank of Montreal | 8,431 | $681.3K | 0.00% | −92−1.1% | Reduced |