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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.

Institutional holdersQ4 2025: 354 institutions
Q1 2021: 174 institutionsQ2 2021: 169 institutionsQ3 2021: 199 institutionsQ4 2021: 224 institutionsQ1 2022: 235 institutionsQ2 2022: 249 institutionsQ3 2022: 266 institutionsQ4 2022: 249 institutionsQ1 2023: 256 institutionsQ2 2023: 261 institutionsQ3 2023: 277 institutionsQ4 2023: 298 institutionsQ1 2024: 304 institutionsQ2 2024: 315 institutionsQ3 2024: 328 institutionsQ4 2024: 324 institutionsQ1 2025: 334 institutionsQ2 2025: 345 institutionsQ3 2025: 345 institutionsQ4 2025: 354 institutionsQ1 2026: 347 institutionsQ2 2026: 363 institutions
Value heldQ4 2025: $2.29B
Q1 2021: $887.4MQ2 2021: $935.3MQ3 2021: $1.09BQ4 2021: $1.38BQ1 2022: $1.22BQ2 2022: $1.33BQ3 2022: $1.26BQ4 2022: $1.19BQ1 2023: $1.83BQ2 2023: $1.99BQ3 2023: $1.89BQ4 2023: $2.16BQ1 2024: $2.12BQ2 2024: $2.16BQ3 2024: $2.05BQ4 2024: $2.03BQ1 2025: $2.21BQ2 2025: $2.12BQ3 2025: $2.31BQ4 2025: $2.29BQ1 2026: $2.57BQ2 2026: $2.65B
Institutions holding OTTR and their total value by quarter
QuarterHoldersValue
Q2 2026363$2.65B
Q1 2026347$2.57B
Q4 2025354$2.29B
Q3 2025345$2.31B
Q2 2025345$2.12B
Q1 2025334$2.21B
Q4 2024324$2.03B
Q3 2024328$2.05B
Q2 2024315$2.16B
Q1 2024304$2.12B
Q4 2023298$2.16B
Q3 2023277$1.89B
Q2 2023261$1.99B
Q1 2023256$1.83B
Q4 2022249$1.19B
Q3 2022266$1.26B
Q2 2022249$1.33B
Q1 2022235$1.22B
Q4 2021224$1.38B
Q3 2021199$1.09B
Q2 2021169$935.3M
Q1 2021174$887.4M

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q3 2025.

Institutions holding OTTR in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vermillion Wealth Management, Inc.300$24.2K0.01%00.0%Unchanged
Bessemer Group Inc300$24.0K0.00%+27+9.9%Added
Salomon & Ludwin, LLC256$20.8K0.00%+75+41.4%Added
Nomura Asset Management Co Ltd220$17.8K0.00%00.0%Unchanged
Independence Bank of Kentucky200$16.2K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC200$16.2K0.00%00.0%Unchanged
Smallwood Wealth Investment Management, LLC196$15.8K0.01%+2+1.0%Added
IFP Advisors, Inc194$15.7K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC160$13.0K0.00%00.0%Unchanged
Smartleaf Asset Management LLC138$11.4K0.00%+38+38.0%Added
WealthCollab, LLC119$9.62K0.00%+38+46.9%Added
Signaturefd, LLC115$9.29K0.00%00.0%Unchanged
Larson Financial Group LLC102$8.24K0.00%−142−58.2%Reduced
IAG Wealth Partners, LLC100$8.08K0.00%−100−50.0%Reduced
Broadwater Capital Management LLC95$7.68K0.01%00.0%Unchanged
Sound Income Strategies, LLC82$7.16K0.00%+82New
Bare Financial Services, Inc88$7.11K0.00%+38+76.0%Added
Harvest Fund Management Co., Ltd90$7.00K0.00%00.0%Unchanged
NBC Securities, Inc.80$6.46K0.00%00.0%Unchanged
Root Financial Partners, LLC68$5.50K0.00%+12+21.4%Added
Kemnay Advisory Services Inc.67$5.41K0.00%+67New
Brown Brothers Harriman & Co62$5.01K0.00%00.0%Unchanged
Rothschild Investment LLC55$4.45K0.00%−5−8.3%Reduced
Global Wealth Strategies & Associates55$4.45K0.00%00.0%Unchanged
Versant Capital Management, Inc42$3.39K0.00%+42New
Keating Financial Advisory Services, Inc.42$3.39K0.00%+42New
Assetmark, Inc40$3.23K0.00%−22−35.5%Reduced
Concord Wealth Partners39$3.15K0.00%−1−2.5%Reduced
Ancora Advisors, LLC38$3.07K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC36$2.91K0.00%+9+33.3%Added
Massmutual Trust Co FSB34$2.75K0.00%00.0%Unchanged
Colonial Trust Co34$2.75K0.00%+34New
Parkside Financial Bank & Trust33$2.67K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.31$2.50K0.00%−233−88.3%Reduced
Farmers & Merchants Investments Inc28$2.26K0.00%00.0%Unchanged
Measured Wealth Private Client Group, LLC19$1.53K0.00%00.0%Unchanged
Bell Investment Advisors, Inc15$1.21K0.00%−36−70.6%Reduced
Picton Mahoney Asset Management15$1.21K0.00%00.0%Unchanged
Archer Investment Corp12$9700.00%00.0%Unchanged
Glen Eagle Advisors, LLC11$9280.00%00.0%Unchanged
SBI Securities Co., Ltd.10$8080.00%00.0%Unchanged
Essential Partners LLC8$6460.00%−1−11.1%Reduced
Fortitude Family Office, LLC7$5660.00%−5−41.7%Reduced
DiNuzzo Private Wealth, Inc.6$4850.00%−1−14.3%Reduced
Ankerstar Wealth, LLC4$3230.00%+4New
Signature Equity Partners, LLC4$3230.00%+4New
SJS Investment Consulting Inc.3$2430.00%00.0%Unchanged
Gilpin Wealth Management, LLC3$2430.00%+3New
Bay Harbor Wealth Management, LLC3$2420.00%+1+50.0%Added
HFM Investment Advisors, LLC2$1620.00%00.0%Unchanged
Rialto Wealth Management, LLC2$1620.00%+1+100.0%Added
CWM Advisors, LLC1$1170.00%−6,296−100.0%Reduced
Hughes Financial Services, LLC1$810.00%+1New
Dunhill Financial, LLC1$720.00%+1New
Schonfeld Strategic Advisors LLC0$00.00%−62,966−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−28,867−100.0%Sold out
Ossiam0$00.00%−26,200−100.0%Sold out
OneAscent Financial Services LLC0$00.00%−24,655−100.0%Sold out
Inspire Advisors, LLC0$00.00%−12,764−100.0%Sold out
NJ State Employees Deferred Compensation Plan0$00.00%−12,000−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−10,366−100.0%Sold out
Mackenzie Financial Corp0$00.00%−8,531−100.0%Sold out
HSBC Holdings PLC0$00.00%−7,407−100.0%Sold out
Bridgewater Associates, LP0$00.00%−6,406−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−6,300−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−5,693−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−4,938−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−4,371−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−3,028−100.0%Sold out
Kovitz Investment Group Partners, LLC0$00.00%−3,003−100.0%Sold out
Aigen Investment Management, LP0$00.00%−2,800−100.0%Sold out
IHT Wealth Management, LLC0$00.00%−2,619−100.0%Sold out
Acadian Asset Management LLC0$00.00%−1,926−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,489−100.0%Sold out
Quarry LP0$00.00%−355−100.0%Sold out
MAI Capital Management0$00.00%−140−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−127−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−106−100.0%Sold out
Principal Securities, Inc.0$00.00%−94−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−35−100.0%Sold out
Caitlin John, LLC0$00.00%−24−100.0%Sold out
South State Corp.0$00.00%−17−100.0%Sold out
Atlantic Trust, LLC0$00.00%−8−100.0%Sold out
Parallel Advisors, LLC0$00.00%−6−100.0%Sold out
Sunbelt Securities, Inc.0$00.00%−5−100.0%Sold out
Huntington National Bank0$00.00%−3−100.0%Sold out
Manchester Capital Management LLC0$00.00%−3−100.0%Sold out
True Wealth Design, LLC0$00.00%−1−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−4−100.0%Sold out
CIBC Bancorp USA Inc.––––Not filed
Shell Asset Management Co––––Not filed
Hemington Wealth Management––––Not filed