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 |
|---|---|---|---|---|---|
| Buck Wealth Strategies, LLC | 72,905 | $5.89M | 0.75% | +5,117+7.5% | Added |
| Swiss National Bank | 74,400 | $6.01M | 0.00% | +1,300+1.8% | Added |
| Tudor Investment Corp Et Al | 75,005 | $6.06M | 0.03% | −66,278−46.9% | Reduced |
| BNP Paribas Arbitrage, SA | 76,766 | $6.20M | 0.00% | −11,131−12.7% | Reduced |
| Wells Fargo & Company | 77,728 | $6.28M | 0.00% | +16,826+27.6% | Added |
| ProShare Advisors LLC | 79,635 | $6.44M | 0.01% | −1,810−2.2% | Reduced |
| Brandywine Global Investment Management, LLC | 82,701 | $6.68M | 0.04% | −2,994−3.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 83,569 | $6.75M | 0.02% | +226+0.3% | Added |
| Squarepoint Ops LLC | 83,926 | $6.78M | 0.01% | +67,132+399.7% | Added |
| Denali Advisors LLC | 88,703 | $7.17M | 0.80% | +2,578+3.0% | Added |
| Whittier Trust Co | 90,046 | $7.37M | 0.08% | +108+0.1% | Added |
| Prudential Financial Inc | 92,524 | $7.48M | 0.01% | −7,604−7.6% | Reduced |
| UBS Asset Management Americas Inc | 93,303 | $7.54M | 0.00% | +52,443+128.3% | Added |
| UBS Group AG | 95,588 | $7.72M | 0.00% | −52,559−35.5% | Reduced |
| Rhumbline Advisers | 97,311 | $7.86M | 0.01% | −5,537−5.4% | Reduced |
| Phocas Financial Corp. | 97,678 | $7.89M | 1.03% | −235−0.2% | Reduced |
| Ameriprise Financial Inc | 98,493 | $7.96M | 0.00% | −4,785−4.6% | Reduced |
| Legal & General Group Plc | 103,327 | $8.35M | 0.00% | −7,024−6.4% | Reduced |
| HRT Financial LP | 111,894 | $9.04M | 0.03% | +49,714+80.0% | Added |
| Voloridge Investment Management, LLC | 112,021 | $9.05M | 0.03% | −2,846−2.5% | Reduced |
| Citadel Advisors LLC | 115,209 | $9.31M | 0.01% | −3,576−3.0% | Reduced |
| Bank & Trust Co | 122,016 | $9.86M | 6.96% | −470.0% | Reduced |
| Victory Capital Management Inc | 128,413 | $10.4M | 0.01% | +1,512+1.2% | Added |
| Royal Bank of Canada | 136,237 | $11.0M | 0.00% | +5,783+4.4% | Added |
| Jane Street Group, LLC | 139,137 | $11.2M | 0.01% | +101,419+268.9% | Added |
| Millennium Management LLC | 146,518 | $11.8M | 0.01% | +16,235+12.5% | Added |
| Nuveen, LLC | 152,022 | $12.3M | 0.00% | −1,610−1.0% | Reduced |
| Two Sigma Advisers, LP | 161,100 | $13.0M | 0.03% | +124,000+334.2% | Added |
| Marshall Wace, LLP | 173,429 | $14.0M | 0.01% | +20,863+13.7% | Added |
| Public Sector Pension Investment Board | 193,919 | $15.7M | 0.05% | +11,833+6.5% | Added |
| Principal Financial Group Inc | 199,623 | $16.1M | 0.01% | −2,505−1.2% | Reduced |
| Qube Research & Technologies Ltd | 201,274 | $16.3M | 0.02% | +34,751+20.9% | Added |
| Federated Hermes, Inc. | 205,346 | $16.6M | 0.03% | +44,150+27.4% | Added |
| Invesco Ltd. | 231,178 | $18.7M | 0.00% | −5,468−2.3% | Reduced |
| D. E. Shaw & Co., Inc. | 248,239 | $20.1M | 0.02% | −11,773−4.5% | Reduced |
| Two Sigma Investments, LP | 271,653 | $22.0M | 0.03% | +134,029+97.4% | Added |
| Gamco Investors, Inc. Et Al | 272,350 | $22.0M | 0.21% | 00.0% | Unchanged |
| Bank of America Corp | 325,120 | $26.3M | 0.00% | −52,107−13.8% | Reduced |
| Goldman Sachs Group Inc | 329,157 | $26.6M | 0.00% | +6,407+2.0% | Added |
| Adage Capital Partners GP, L.L.C. | 344,149 | $27.8M | 0.04% | +179,149+108.6% | Added |
| Bank of New York Mellon Corp | 358,577 | $29.0M | 0.01% | −12,712−3.4% | Reduced |
| Northern Trust Corp | 414,778 | $33.5M | 0.00% | −28,086−6.3% | Reduced |
| JPMorgan Chase & Co | 418,928 | $33.9M | 0.00% | −186,576−30.8% | Reduced |
| Gabelli Funds LLC | 469,100 | $37.9M | 0.26% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 532,691 | $43.0M | 0.01% | −8,766−1.6% | Reduced |
| LSV Asset Management | 536,941 | $43.4M | 0.09% | +367,869+217.6% | Added |
| Caisse de Depot Et Placement du Quebec | 554,733 | $44.8M | 0.08% | −1,129−0.2% | Reduced |
| Morgan Stanley | 562,289 | $45.4M | 0.00% | +30,599+5.8% | Added |
| First Trust Advisors LP | 810,638 | $65.5M | 0.05% | −653,975−44.7% | Reduced |
| Dimensional Fund Advisors LP | 850,729 | $68.8M | 0.01% | −8,288−1.0% | Reduced |
| Geode Capital Management, LLC | 1,019,262 | $82.4M | 0.01% | +4,164+0.4% | Added |
| State Street Corp | 1,561,440 | $126.2M | 0.00% | −3,933−0.3% | Reduced |
| Vanguard Group Inc | 5,059,480 | $408.9M | 0.01% | −36,597−0.7% | Reduced |
| BlackRock, Inc. | 6,391,447 | $516.5M | 0.01% | +29,953+0.5% | Added |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −62,966−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −28,867−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −26,200−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −24,655−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −12,764−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,366−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −8,531−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −7,407−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −6,406−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −5,693−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −4,938−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,371−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,028−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −3,003−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −2,619−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,926−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,489−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |