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 |
|---|---|---|---|---|---|
| CWM, LLC | 8,443 | $682.0K | 0.00% | −1,373−14.0% | Reduced |
| Alerus Financial NA | 9,028 | $729.6K | 0.04% | +630+7.5% | Added |
| Voya Investment Management LLC | 9,320 | $753.1K | 0.00% | −151−1.6% | Reduced |
| Oregon Public Employees Retirement Fund | 9,592 | $775.1K | 0.01% | +169+1.8% | Added |
| Belpointe Asset Management LLC | 9,748 | $787.7K | 0.03% | +9,748 | New |
| Fortis Capital Advisors, LLC | 9,748 | $787.7K | 0.12% | +9,748 | New |
| Vista Investment Partners LLC | 9,787 | $790.9K | 0.21% | −11−0.1% | Reduced |
| HighTower Advisors, LLC | 9,841 | $795.3K | 0.00% | −366−3.6% | Reduced |
| Sterling Capital Management LLC | 10,154 | $820.5K | 0.01% | −398−3.8% | Reduced |
| Colony Group, LLC | 10,186 | $823.3K | 0.00% | +3,166+45.1% | Added |
| Great Valley Advisor Group, Inc. | 10,201 | $824.6K | 0.02% | +10.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,375 | $838.4K | 0.00% | −297−2.8% | Reduced |
| Atom Investors LP | 10,412 | $841.4K | 0.07% | −4,058−28.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,435 | $843.3K | 0.00% | +1,300+14.2% | Added |
| Quantinno Capital Management LP | 10,470 | $846.1K | 0.00% | +2,592+32.9% | Added |
| State of Tennessee, Treasury Department | 9,490 | $846.1K | 0.00% | −2,435−20.4% | Reduced |
| Eagle Global Advisors LLC | 10,480 | $846.9K | 0.03% | +10,480 | New |
| Arizona State Retirement System | 10,530 | $850.9K | 0.00% | −605−5.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,544 | $852.0K | 0.01% | −1,427−11.9% | Reduced |
| James Investment Research Inc | 10,618 | $858.0K | 0.09% | +50.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 10,636 | $859.5K | 0.01% | −40−0.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 11,126 | $906.2K | 0.00% | +972+9.6% | Added |
| Natixis Advisors, L.P. | 11,512 | $930.0K | 0.00% | +670+6.2% | Added |
| Linden Thomas Advisory Services, LLC | 11,576 | $935.5K | 0.09% | +484+4.4% | Added |
| Los Angeles Capital Management LLC | 12,560 | $974.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 12,070 | $975.0K | 0.01% | +115+1.0% | Added |
| Yousif Capital Management, LLC | 11,258 | $983.8K | 0.01% | −2,092−15.7% | Reduced |
| Susquehanna International Group, LLP | 12,175 | $983.9K | 0.00% | +12,175 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,181 | $984.3K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 13,298 | $1.07M | 0.00% | −94,612−87.7% | Reduced |
| State Board of Administration of Florida Retirement System | 13,500 | $1.09M | 0.00% | +2,049+17.9% | Added |
| SG Americas Securities, LLC | 13,654 | $1.10M | 0.00% | +3,363+32.7% | Added |
| New York State Teachers Retirement System | 13,986 | $1.13M | 0.00% | −412−2.9% | Reduced |
| North Star Investment Management Corp. | 14,236 | $1.15M | 0.07% | −451−3.1% | Reduced |
| Winton Group Ltd | 14,554 | $1.18M | 0.04% | +155+1.1% | Added |
| Exchange Traded Concepts, LLC | 14,779 | $1.19M | 0.01% | −1,208−7.6% | Reduced |
| Balyasny Asset Management LLC | 15,313 | $1.24M | 0.00% | −27,338−64.1% | Reduced |
| Voleon Capital Management LP | 15,344 | $1.24M | 0.03% | +2,931+23.6% | Added |
| Capital Fund Management S.A. | 15,373 | $1.24M | 0.01% | −1,922−11.1% | Reduced |
| Janus Henderson Group PLC | 15,542 | $1.26M | 0.00% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 15,713 | $1.27M | 0.04% | −1,644−9.5% | Reduced |
| AQR Capital Management LLC | 15,930 | $1.29M | 0.00% | +1,361+9.3% | Added |
| GWM Advisors LLC | 16,231 | $1.31M | 0.00% | −739−4.4% | Reduced |
| Jefferies Financial Group Inc. | 16,500 | $1.33M | 0.01% | +16,500 | New |
| Cetera Investment Advisers | 16,583 | $1.34M | 0.00% | +192+1.2% | Added |
| Comerica Bank | 17,017 | $1.38M | 0.01% | −2,418−12.4% | Reduced |
| Advisors Asset Management, Inc. | 17,762 | $1.44M | 0.02% | +1,865+11.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 17,564 | $1.44M | 0.00% | +38+0.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 17,897 | $1.45M | 0.00% | −18−0.1% | Reduced |
| Intech Investment Management LLC | 18,064 | $1.46M | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 18,086 | $1.46M | 0.13% | +5,572+44.5% | Added |
| Manufacturers Life Insurance Company, The | 18,469 | $1.49M | 0.00% | −3,471−15.8% | Reduced |
| Louisiana State Employees Retirement System | 19,200 | $1.55M | 0.03% | −100−0.5% | Reduced |
| Virginia Retirement Systems Et Al | 20,454 | $1.65M | 0.01% | −11,600−36.2% | Reduced |
| MetLife Investment Management | 21,098 | $1.70M | 0.01% | −1,542−6.8% | Reduced |
| State of Alaska, Department of Revenue | 21,338 | $1.72M | 0.02% | +251+1.2% | Added |
| Alps Advisors Inc | 21,695 | $1.75M | 0.01% | −1,478−6.4% | Reduced |
| Illinois Municipal Retirement Fund | 22,205 | $1.79M | 0.02% | +305+1.4% | Added |
| State of Wisconsin Investment Board | 22,401 | $1.81M | 0.00% | −1,644−6.8% | Reduced |
| Capstone Investment Advisors, LLC | 22,949 | $1.85M | 0.02% | +14,375+167.7% | Added |
| Elo Mutual Pension Insurance Co | 23,106 | $1.87M | 0.03% | +23,106 | New |
| Commonwealth Equity Services, LLC | 23,685 | $1.91M | 0.00% | −4,606−16.3% | Reduced |
| Trexquant Investment LP | 23,894 | $1.93M | 0.02% | −32,294−57.5% | Reduced |
| John G Ullman & Associates Inc | 24,950 | $2.02M | 0.27% | +4,300+20.8% | Added |
| Dark Forest Capital Management LP | 25,090 | $2.03M | 0.09% | +25,090 | New |
| Mariner, LLC | 25,546 | $2.06M | 0.00% | +1,698+7.1% | Added |
| ExodusPoint Capital Management, LP | 25,973 | $2.10M | 0.02% | +25,973 | New |
| State of New Jersey Common Pension Fund D | 26,319 | $2.13M | 0.01% | +719+2.8% | Added |
| Quest Partners LLC | 30,566 | $2.47M | 0.14% | +10,457+52.0% | Added |
| Financial Engines Advisors L.L.C. | 30,590 | $2.47M | 0.00% | +600+2.0% | Added |
| Royce & Associates LP | 31,728 | $2.56M | 0.03% | −212−0.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 31,911 | $2.58M | 0.01% | −900−2.7% | Reduced |
| XTX Topco Ltd | 32,434 | $2.62M | 0.07% | +27,353+538.3% | Added |
| Martingale Asset Management L P | 33,241 | $2.69M | 0.07% | +757+2.3% | Added |
| Advisor Group Holdings, Inc. | 34,482 | $2.79M | 0.00% | +2,644+8.3% | Added |
| Deutsche Bank AG | 35,017 | $2.83M | 0.00% | +1,248+3.7% | Added |
| Wellington Management Group LLP | 35,029 | $2.83M | 0.00% | +35,029 | New |
| Bridgeway Capital Management, LLC | 35,600 | $2.88M | 0.06% | −2,500−6.6% | Reduced |
| California State Teachers Retirement System | 35,754 | $2.89M | 0.00% | +902+2.6% | Added |
| Great West Life Assurance Co | 36,314 | $2.93M | 0.01% | +1,879+5.5% | Added |
| US Bancorp | 36,733 | $2.97M | 0.00% | +4,136+12.7% | Added |
| Franklin Resources Inc | 36,993 | $2.99M | 0.00% | +5,395+17.1% | Added |
| First Manhattan Co | 38,210 | $3.09M | 0.01% | −300−0.8% | Reduced |
| Benjamin Edwards Inc | 38,294 | $3.09M | 0.03% | −54−0.1% | Reduced |
| Citigroup Inc | 38,463 | $3.11M | 0.00% | −2,141−5.3% | Reduced |
| American Century Companies Inc | 39,917 | $3.23M | 0.00% | +23,811+147.8% | Added |
| Palisades Investment Partners, LLC | 40,891 | $3.30M | 1.25% | +700+1.7% | Added |
| Thrivent Financial for Lutherans | 41,187 | $3.33M | 0.01% | +8,663+26.6% | Added |
| Raymond James Financial Inc | 42,650 | $3.45M | 0.00% | −28−0.1% | Reduced |
| MUFG Securities EMEA plc | 44,000 | $3.56M | 0.04% | +44,000 | New |
| Price T Rowe Associates Inc | 44,543 | $3.60M | 0.00% | +1,797+4.2% | Added |
| Alliancebernstein L.P. | 45,887 | $3.71M | 0.00% | +2,240+5.1% | Added |
| Man Group plc | 47,320 | $3.82M | 0.01% | −13,992−22.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 48,186 | $3.95M | 0.08% | +721+1.5% | Added |
| CBOE Vest Financial, LLC | 54,476 | $4.40M | 0.06% | −10,925−16.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 56,235 | $4.55M | 0.01% | +49,891+786.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 62,918 | $5.08M | 0.01% | +34,733+123.2% | Added |
| LPL Financial LLC | 64,048 | $5.18M | 0.00% | −2,102−3.2% | Reduced |
| Barclays PLC | 65,900 | $5.33M | 0.00% | +2,659+4.2% | Added |
| New York State Common Retirement Fund | 69,282 | $5.60M | 0.01% | −101−0.1% | Reduced |