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 |
|---|---|---|---|---|---|
| Evolve Private Wealth, LLC | 4,597 | $371.5K | 0.02% | +4,597 | New |
| Quadrant Capital Group LLC | 4,538 | $366.7K | 0.01% | −12−0.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,461 | $360.5K | 0.01% | +4+0.1% | Added |
| Dynamic Technology Lab Private Ltd | 4,410 | $356.0K | 0.08% | −9,191−67.6% | Reduced |
| Accredited Investors Inc. | 4,379 | $353.8K | 0.02% | +28+0.6% | Added |
| Harbour Investments, Inc. | 4,302 | $347.7K | 0.01% | +9+0.2% | Added |
| Secure Asset Management, LLC | 4,246 | $343.1K | 0.05% | 00.0% | Unchanged |
| Wealth Forward, LLC | 4,238 | $342.5K | 0.19% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,236 | $342.3K | 0.01% | −19−0.4% | Reduced |
| Janney Montgomery Scott LLC | 4,129 | $334.0K | 0.00% | −350−7.8% | Reduced |
| Greenwood Capital Associates LLC | 4,120 | $332.9K | 0.04% | +4,120 | New |
| Jump Financial, LLC | 4,115 | $332.5K | 0.00% | −11,385−73.5% | Reduced |
| Bell Bank | 4,086 | $330.2K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,055 | $327.7K | 0.01% | +4,055 | New |
| Swiss Life Asset Management Ltd | 3,844 | $310.6K | 0.00% | +3,844 | New |
| Guggenheim Capital LLC | 3,834 | $309.8K | 0.00% | −884−18.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,791 | $306.4K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,769 | $304.6K | 0.01% | −34−0.9% | Reduced |
| Chesley Taft & Associates LLC | 3,680 | $297.4K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,629 | $293.3K | 0.00% | −29−0.8% | Reduced |
| Profund Advisors LLC | 3,600 | $290.9K | 0.01% | +3,600 | New |
| Russell Investments Group, Ltd. | 3,595 | $290.5K | 0.00% | −13,260−78.7% | Reduced |
| Ifrah Financial Services, Inc. | 3,580 | $289.3K | 0.07% | −58−1.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 3,531 | $285.3K | 0.00% | +651+22.6% | Added |
| Mercer Global Advisors Inc | 3,521 | $284.5K | 0.00% | +97+2.8% | Added |
| Atlas Brown,Inc. | 3,491 | $282.1K | 0.08% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,488 | $281.9K | 0.01% | +1,935+124.6% | Added |
| Captrust Financial Advisors | 3,402 | $274.9K | 0.00% | +36+1.1% | Added |
| Stifel Financial Corp | 3,327 | $268.9K | 0.00% | −48−1.4% | Reduced |
| Envestnet Asset Management Inc | 3,322 | $268.4K | 0.00% | −2,080−38.5% | Reduced |
| Old National Bancorp | 3,285 | $265.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,222 | $260.4K | 0.01% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 3,164 | $255.7K | 0.07% | 00.0% | Unchanged |
| Mann Financial Group, Inc. | 3,129 | $252.9K | 0.24% | 00.0% | Unchanged |
| Xponance, Inc. | 3,030 | $244.9K | 0.00% | +27+0.9% | Added |
| GW Henssler & Associates Ltd | 2,883 | $233.0K | 0.01% | +59+2.1% | Added |
| CIBC Asset Management Inc | 2,856 | $230.8K | 0.00% | +31+1.1% | Added |
| Integrity Alliance, LLC. | 2,809 | $227.0K | 0.01% | +2,809 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,808 | $226.9K | 0.00% | +3+0.1% | Added |
| Beacon Pointe Advisors, LLC | 2,790 | $225.5K | 0.00% | +2,790 | New |
| Wealth Alliance Advisory Group, LLC | 2,779 | $224.6K | 0.04% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,765 | $223.4K | 0.00% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,683 | $216.8K | 0.01% | 00.0% | Unchanged |
| Compass Financial Group, INC | 2,682 | $216.8K | 0.03% | +16+0.6% | Added |
| denkapparat Operations GmbH | 2,586 | $209.0K | 0.11% | +2,586 | New |
| CIBC World Markets Corp | 2,551 | $206.1K | 0.00% | +2,551 | New |
| Savant Capital, LLC | 2,550 | $206.1K | 0.00% | −1,368−34.9% | Reduced |
| Prelude Capital Management, LLC | 2,496 | $201.7K | 0.01% | +2,496 | New |
| Bangor Savings Bank | 2,400 | $193.9K | 0.02% | +2,400 | New |
| Ensign Peak Advisors, Inc | 2,060 | $166.5K | 0.00% | −3,000−59.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,981 | $160.1K | 0.02% | +1,981 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,856 | $150.0K | 0.00% | +1,856 | New |
| DekaBank Deutsche Girozentrale | 1,526 | $142.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,715 | $138.6K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,674 | $135.3K | 0.01% | +854+104.1% | Added |
| Armstrong Advisory Group, Inc | 1,660 | $134.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,581 | $127.0K | 0.07% | −781−33.1% | Reduced |
| USA Financial Portformulas Corp | 1,376 | $111.2K | 0.02% | +240+21.1% | Added |
| Allworth Financial LP | 1,342 | $108.4K | 0.00% | +127+10.5% | Added |
| Flagship Harbor Advisors, LLC | 1,317 | $106.4K | 0.01% | +1,317 | New |
| CIBC Private Wealth Group, LLC | 1,310 | $105.9K | 0.00% | +10+0.8% | Added |
| Farther Finance Advisors, LLC | 1,254 | $101.4K | 0.00% | −15−1.2% | Reduced |
| KBC Group NV | 1,227 | $99.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,214 | $98.1K | 0.00% | −42−3.3% | Reduced |
| HM Payson & Co | 1,172 | $94.7K | 0.00% | −172−12.8% | Reduced |
| Financial Perspectives, Inc | 1,155 | $93.3K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 1,151 | $93.0K | 0.02% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,092 | $88.2K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,044 | $84.4K | 0.00% | +47+4.7% | Added |
| International Assets Investment Management, LLC | 1,009 | $81.5K | 0.01% | +1,009 | New |
| Hussman Strategic Advisors, Inc. | 1,000 | $80.8K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 950 | $76.8K | 0.00% | +289+43.7% | Added |
| Fifth Third Bancorp | 936 | $75.6K | 0.00% | +50+5.6% | Added |
| Trust Co of Vermont | 904 | $73.1K | 0.00% | −1,500−62.4% | Reduced |
| Geneos Wealth Management Inc. | 742 | $60.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 740 | $59.8K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 718 | $58.0K | 0.02% | −5−0.7% | Reduced |
| High Note Wealth, LLC | 677 | $54.7K | 0.01% | −511−43.0% | Reduced |
| Goodman Advisory Group, LLC | 667 | $53.9K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 650 | $52.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 644 | $52.0K | 0.00% | +484+302.5% | Added |
| Public Employees Retirement System of Ohio | 640 | $51.7K | 0.00% | −5−0.8% | Reduced |
| Hantz Financial Services, Inc. | 621 | $50.0K | 0.00% | +411+195.7% | Added |
| STRS Ohio | 600 | $48.5K | 0.00% | −200−25.0% | Reduced |
| Rockefeller Capital Management L.P. | 588 | $47.6K | 0.00% | −41−6.5% | Reduced |
| GAMMA Investing LLC | 553 | $44.7K | 0.00% | +121+28.0% | Added |
| Aster Capital Management (DIFC) Ltd | 510 | $41.2K | 0.02% | +510 | New |
| 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 |
| Cherry Tree Wealth Management, LLC | 454 | $36.7K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 426 | $34.4K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 422 | $34.0K | 0.02% | +422 | New |
| MJT & Associates Financial Advisory Group, Inc. | 420 | $33.9K | 0.03% | 00.0% | Unchanged |
| Simplex Trading, LLC | 399 | $32.2K | 0.00% | +43+12.1% | Added |
| Caitong International Asset Management Co., Ltd | 388 | $31.4K | 0.01% | +388 | New |
| SRS Capital Advisors, Inc. | 379 | $30.6K | 0.00% | +26+7.4% | Added |
| EverSource Wealth Advisors, LLC | 376 | $30.4K | 0.00% | +212+129.3% | Added |
| HighMark Wealth Management LLC | 336 | $27.1K | 0.01% | +3+0.9% | Added |
| West Financial Advisors, LLC | 334 | $27.0K | 0.00% | 00.0% | Unchanged |