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 |
|---|---|---|---|---|---|
| Virginia Retirement Systems Et Al | 20,454 | $1.65M | 0.01% | −11,600−36.2% | Reduced |
| Louisiana State Employees Retirement System | 19,200 | $1.55M | 0.03% | −100−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 18,469 | $1.49M | 0.00% | −3,471−15.8% | Reduced |
| Gsa Capital Partners LLP | 18,086 | $1.46M | 0.13% | +5,572+44.5% | Added |
| Intech Investment Management LLC | 18,064 | $1.46M | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 17,897 | $1.45M | 0.00% | −18−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 17,564 | $1.44M | 0.00% | +38+0.2% | Added |
| Advisors Asset Management, Inc. | 17,762 | $1.44M | 0.02% | +1,865+11.7% | Added |
| Comerica Bank | 17,017 | $1.38M | 0.01% | −2,418−12.4% | Reduced |
| Cetera Investment Advisers | 16,583 | $1.34M | 0.00% | +192+1.2% | Added |
| Jefferies Financial Group Inc. | 16,500 | $1.33M | 0.01% | +16,500 | New |
| GWM Advisors LLC | 16,231 | $1.31M | 0.00% | −739−4.4% | Reduced |
| AQR Capital Management LLC | 15,930 | $1.29M | 0.00% | +1,361+9.3% | Added |
| Focus Financial Network, Inc. | 15,713 | $1.27M | 0.04% | −1,644−9.5% | Reduced |
| Janus Henderson Group PLC | 15,542 | $1.26M | 0.00% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 15,373 | $1.24M | 0.01% | −1,922−11.1% | Reduced |
| Voleon Capital Management LP | 15,344 | $1.24M | 0.03% | +2,931+23.6% | Added |
| Balyasny Asset Management LLC | 15,313 | $1.24M | 0.00% | −27,338−64.1% | Reduced |
| Exchange Traded Concepts, LLC | 14,779 | $1.19M | 0.01% | −1,208−7.6% | Reduced |
| Winton Group Ltd | 14,554 | $1.18M | 0.04% | +155+1.1% | Added |
| North Star Investment Management Corp. | 14,236 | $1.15M | 0.07% | −451−3.1% | Reduced |
| New York State Teachers Retirement System | 13,986 | $1.13M | 0.00% | −412−2.9% | Reduced |
| SG Americas Securities, LLC | 13,654 | $1.10M | 0.00% | +3,363+32.7% | Added |
| State Board of Administration of Florida Retirement System | 13,500 | $1.09M | 0.00% | +2,049+17.9% | Added |
| Renaissance Technologies LLC | 13,298 | $1.07M | 0.00% | −94,612−87.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,181 | $984.3K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 12,175 | $983.9K | 0.00% | +12,175 | New |
| Yousif Capital Management, LLC | 11,258 | $983.8K | 0.01% | −2,092−15.7% | Reduced |
| Amalgamated Bank | 12,070 | $975.0K | 0.01% | +115+1.0% | Added |
| Los Angeles Capital Management LLC | 12,560 | $974.4K | 0.00% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 11,576 | $935.5K | 0.09% | +484+4.4% | Added |
| Natixis Advisors, L.P. | 11,512 | $930.0K | 0.00% | +670+6.2% | Added |
| Allspring Global Investments Holdings, LLC | 11,126 | $906.2K | 0.00% | +972+9.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 10,636 | $859.5K | 0.01% | −40−0.4% | Reduced |
| James Investment Research Inc | 10,618 | $858.0K | 0.09% | +50.0% | Added |
| Teachers Retirement System of the State of Kentucky | 10,544 | $852.0K | 0.01% | −1,427−11.9% | Reduced |
| Arizona State Retirement System | 10,530 | $850.9K | 0.00% | −605−5.4% | Reduced |
| Eagle Global Advisors LLC | 10,480 | $846.9K | 0.03% | +10,480 | New |
| State of Tennessee, Treasury Department | 9,490 | $846.1K | 0.00% | −2,435−20.4% | Reduced |
| Quantinno Capital Management LP | 10,470 | $846.1K | 0.00% | +2,592+32.9% | Added |
| O'Shaughnessy Asset Management, LLC | 10,435 | $843.3K | 0.00% | +1,300+14.2% | Added |
| Atom Investors LP | 10,412 | $841.4K | 0.07% | −4,058−28.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,375 | $838.4K | 0.00% | −297−2.8% | Reduced |
| Great Valley Advisor Group, Inc. | 10,201 | $824.6K | 0.02% | +10.0% | Added |
| Colony Group, LLC | 10,186 | $823.3K | 0.00% | +3,166+45.1% | Added |
| Sterling Capital Management LLC | 10,154 | $820.5K | 0.01% | −398−3.8% | Reduced |
| HighTower Advisors, LLC | 9,841 | $795.3K | 0.00% | −366−3.6% | Reduced |
| Vista Investment Partners LLC | 9,787 | $790.9K | 0.21% | −11−0.1% | Reduced |
| 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 |
| Oregon Public Employees Retirement Fund | 9,592 | $775.1K | 0.01% | +169+1.8% | Added |
| Voya Investment Management LLC | 9,320 | $753.1K | 0.00% | −151−1.6% | Reduced |
| Alerus Financial NA | 9,028 | $729.6K | 0.04% | +630+7.5% | Added |
| CWM, LLC | 8,443 | $682.0K | 0.00% | −1,373−14.0% | Reduced |
| Bank of Montreal | 8,431 | $681.3K | 0.00% | −92−1.1% | Reduced |
| Kestra Advisory Services, LLC | 8,423 | $680.6K | 0.00% | −65−0.8% | Reduced |
| RMB Capital Management, LLC | 8,350 | $674.7K | 0.01% | +8,350 | New |
| MML Investors Services, LLC | 8,331 | $673.3K | 0.00% | +549+7.1% | Added |
| NorthRock Partners, LLC | 8,237 | $665.7K | 0.01% | −35−0.4% | Reduced |
| Foster & Motley Inc | 8,085 | $653.0K | 0.03% | −930−10.3% | Reduced |
| Quantbot Technologies LP | 7,998 | $646.3K | 0.02% | −15,197−65.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,942 | $642.0K | 0.00% | −200−2.5% | Reduced |
| FMR LLC | 7,835 | $633.1K | 0.00% | +1,480+23.3% | Added |
| SNS Financial Group, LLC | 7,459 | $602.8K | 0.05% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 6,854 | $553.9K | 0.26% | 00.0% | Unchanged |
| Johnson Wealth Management, LLC | 6,727 | $543.6K | 0.27% | −5−0.1% | Reduced |
| Engineers Gate Manager LP | 6,716 | $542.7K | 0.01% | +6,716 | New |
| Gotham Asset Management, LLC | 6,689 | $540.5K | 0.00% | +6,689 | New |
| Jones Financial Companies LLLP | 6,637 | $536.3K | 0.00% | +898+15.6% | Added |
| Entropy Technologies, LP | 6,567 | $530.7K | 0.03% | −2,590−28.3% | Reduced |
| Pictet Asset Management Holding SA | 6,466 | $522.5K | 0.00% | −1,164−15.3% | Reduced |
| Bokf, NA | 6,267 | $506.4K | 0.01% | −26−0.4% | Reduced |
| Jain Global LLC | 6,210 | $501.8K | 0.00% | +6,210 | New |
| RBA Wealth Management, LLC | 6,174 | $498.9K | 0.17% | −311−4.8% | Reduced |
| Maryland State Retirement & Pension System | 6,110 | $493.7K | 0.01% | +86+1.4% | Added |
| Verition Fund Management LLC | 6,100 | $492.9K | 0.00% | −16,071−72.5% | Reduced |
| Creative Planning | 6,048 | $488.8K | 0.00% | +36+0.6% | Added |
| SEI Investments Co | 5,924 | $478.7K | 0.00% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 5,884 | $475.5K | 0.05% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 5,869 | $474.3K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,856 | $473.2K | 0.01% | −314−5.1% | Reduced |
| Cynosure Management, LLC | 5,808 | $469.3K | 0.05% | +903+18.4% | Added |
| Amundi | 5,586 | $451.4K | 0.00% | −1,644−22.7% | Reduced |
| The PNC Financial Services Group, Inc. | 5,393 | $435.8K | 0.00% | +306+6.0% | Added |
| New Age Alpha Advisors, LLC | 5,322 | $430.1K | 0.02% | +40+0.8% | Added |
| Skopos Labs, Inc. | 5,191 | $429.0K | 0.02% | +5,191 | New |
| Opus Capital Group, LLC | 5,266 | $426.0K | 0.05% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,218 | $421.7K | 0.00% | −411−7.3% | Reduced |
| Modern Wealth Management, LLC | 5,163 | $417.2K | 0.01% | +679+15.1% | Added |
| Hendershot Investments Inc. | 5,000 | $404.1K | 0.05% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 4,989 | $403.0K | 0.12% | −72−1.4% | Reduced |
| Vestcor Inc | 4,969 | $402.0K | 0.01% | +2,000+67.4% | Added |
| Valtinson Bruner Financial Planning LLC | 4,817 | $389.3K | 0.11% | −120−2.4% | Reduced |
| Bravera Wealth | 4,799 | $387.8K | 0.19% | +4,799 | New |
| Lido Advisors, LLC | 4,737 | $387.4K | 0.00% | +128+2.8% | Added |
| Mutual of America Capital Management LLC | 4,790 | $387.1K | 0.00% | +96+2.0% | Added |
| Alternative Investment Advisors, LLC. | 4,737 | $382.9K | 0.17% | +29+0.6% | Added |
| Private Advisor Group, LLC | 4,730 | $382.2K | 0.00% | +9+0.2% | Added |
| Bayban | 4,669 | $377.3K | 0.33% | +4,669 | New |
| Public Employees Retirement Association of Colorado | 4,608 | $372.0K | 0.00% | 00.0% | Unchanged |