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, Q1 2026
Institutional positions in Otter Tail Corp as of Mar 31, 2026. 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
- 347
- +1 vs. Q4 2025
- Shares held
- 29.2M
- +6.08M (+26.2%) vs. Q4 2025
- Total value
- $2.57B
- +$693.6M (+37.0%) vs. Q4 2025
- New holders
- 31
- 137 more added
- Sold out
- 30
- 96 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,424,374 | $563.9M | 0.01% | +32,927+0.5% | Added |
| Vanguard Portfolio Management LLC | 2,947,184 | $258.7M | 0.01% | +2,947,184 | New |
| Vanguard Capital Management LLC | 1,865,713 | $163.8M | 0.00% | +1,865,713 | New |
| State Street Corp | 1,569,348 | $137.7M | 0.00% | +7,908+0.5% | Added |
| Geode Capital Management, LLC | 1,054,887 | $92.6M | 0.01% | +35,625+3.5% | Added |
| LSV Asset Management | 1,042,913 | $91.5M | 0.20% | +505,972+94.2% | Added |
| Dimensional Fund Advisors LP | 815,241 | $71.6M | 0.01% | −35,488−4.2% | Reduced |
| Two Sigma Investments, LP | 662,934 | $58.2M | 0.05% | +391,281+144.0% | Added |
| Morgan Stanley | 654,434 | $57.4M | 0.00% | +92,145+16.4% | Added |
| First Trust Advisors LP | 606,504 | $53.2M | 0.04% | −204,134−25.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 569,933 | $50.0M | 0.08% | +15,200+2.7% | Added |
| Charles Schwab Investment Management Inc | 524,121 | $46.0M | 0.01% | −8,570−1.6% | Reduced |
| Goldman Sachs Group Inc | 485,351 | $42.6M | 0.01% | +156,194+47.5% | Added |
| Gabelli Funds LLC | 467,200 | $41.0M | 0.28% | −1,900−0.4% | Reduced |
| Northern Trust Corp | 432,012 | $37.9M | 0.01% | +17,234+4.2% | Added |
| D. E. Shaw & Co., Inc. | 399,426 | $35.1M | 0.03% | +151,187+60.9% | Added |
| Bank of New York Mellon Corp | 350,608 | $30.8M | 0.01% | −7,969−2.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 342,000 | $30.0M | 0.05% | −2,149−0.6% | Reduced |
| Bank of America Corp | 336,483 | $29.5M | 0.00% | +11,363+3.5% | Added |
| JPMorgan Chase & Co | 339,633 | $29.1M | 0.00% | −79,295−18.9% | Reduced |
| Vanguard Fiduciary Trust Co | 272,408 | $23.9M | 0.01% | +272,408 | New |
| Qube Research & Technologies Ltd | 267,854 | $23.5M | 0.03% | +66,580+33.1% | Added |
| Gamco Investors, Inc. Et Al | 264,800 | $23.2M | 0.23% | −7,550−2.8% | Reduced |
| Victory Capital Management Inc | 252,376 | $22.2M | 0.01% | +123,963+96.5% | Added |
| Principal Financial Group Inc | 231,889 | $20.4M | 0.01% | +32,266+16.2% | Added |
| Invesco Ltd. | 225,173 | $19.8M | 0.00% | −6,005−2.6% | Reduced |
| Public Sector Pension Investment Board | 198,660 | $17.4M | 0.05% | +4,741+2.4% | Added |
| Nuveen, LLC | 189,228 | $16.6M | 0.00% | +37,206+24.5% | Added |
| Royal Bank of Canada | 178,161 | $15.6M | 0.00% | +41,924+30.8% | Added |
| Federated Hermes, Inc. | 167,565 | $14.7M | 0.02% | −37,781−18.4% | Reduced |
| UBS Group AG | 156,553 | $13.7M | 0.00% | +60,965+63.8% | Added |
| Price T Rowe Associates Inc | 132,470 | $11.6M | 0.00% | +87,927+197.4% | Added |
| Millennium Management LLC | 130,211 | $11.4M | 0.01% | −16,307−11.1% | Reduced |
| Bank & Trust Co | 119,236 | $10.5M | 7.05% | −2,780−2.3% | Reduced |
| Jane Street Group, LLC | 117,441 | $10.3M | 0.01% | −21,696−15.6% | Reduced |
| Franklin Resources Inc | 112,072 | $9.84M | 0.00% | +75,079+203.0% | Added |
| US Bancorp | 110,811 | $9.73M | 0.01% | +74,078+201.7% | Added |
| Whittier Trust Co | 99,012 | $8.77M | 0.10% | +8,966+10.0% | Added |
| Rhumbline Advisers | 98,929 | $8.68M | 0.01% | +1,618+1.7% | Added |
| Ameriprise Financial Inc | 95,749 | $8.40M | 0.00% | −2,744−2.8% | Reduced |
| Marshall Wace, LLP | 95,162 | $8.35M | 0.01% | −78,267−45.1% | Reduced |
| UBS Asset Management Americas Inc | 94,571 | $8.30M | 0.00% | +1,268+1.4% | Added |
| Legal & General Group Plc | 94,077 | $8.26M | 0.00% | −9,250−9.0% | Reduced |
| Voloridge Investment Management, LLC | 90,439 | $7.94M | 0.03% | −21,582−19.3% | Reduced |
| Denali Advisors LLC | 89,909 | $7.89M | 0.88% | +1,206+1.4% | Added |
| Tudor Investment Corp Et Al | 85,866 | $7.54M | 0.04% | +10,861+14.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 81,968 | $7.19M | 0.01% | +19,050+30.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 80,353 | $7.05M | 0.02% | −3,216−3.8% | Reduced |
| HRT Financial LP | 78,965 | $6.93M | 0.02% | −32,929−29.4% | Reduced |
| Phocas Financial Corp. | 76,483 | $6.71M | 1.05% | −21,195−21.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 75,655 | $6.64M | 0.01% | +19,420+34.5% | Added |
| ProShare Advisors LLC | 74,889 | $6.57M | 0.01% | −4,746−6.0% | Reduced |
| Swiss National Bank | 74,400 | $6.53M | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 69,619 | $6.11M | 0.01% | −22,905−24.8% | Reduced |
| New York State Common Retirement Fund | 69,282 | $6.08M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 63,482 | $5.57M | 0.00% | +23,565+59.0% | Added |
| BNP Paribas Arbitrage, SA | 62,148 | $5.45M | 0.00% | −14,618−19.0% | Reduced |
| Squarepoint Ops LLC | 61,627 | $5.41M | 0.01% | −22,299−26.6% | Reduced |
| LPL Financial LLC | 58,438 | $5.13M | 0.00% | −5,610−8.8% | Reduced |
| Man Group plc | 55,887 | $4.91M | 0.01% | +8,567+18.1% | Added |
| Citadel Advisors LLC | 51,202 | $4.49M | 0.00% | −64,007−55.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 48,935 | $4.33M | 0.09% | +749+1.6% | Added |
| Wells Fargo & Company | 48,477 | $4.25M | 0.00% | −29,251−37.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 45,393 | $3.98M | 0.01% | +13,482+42.2% | Added |
| California State Teachers Retirement System | 44,504 | $3.91M | 0.00% | +8,750+24.5% | Added |
| Palisades Investment Partners, LLC | 44,369 | $3.89M | 1.53% | +3,478+8.5% | Added |
| XTX Topco Ltd | 43,823 | $3.85M | 0.07% | +11,389+35.1% | Added |
| Barclays PLC | 43,312 | $3.80M | 0.00% | −22,588−34.3% | Reduced |
| Raymond James Financial Inc | 42,745 | $3.75M | 0.00% | +95+0.2% | Added |
| Thrivent Financial for Lutherans | 42,250 | $3.71M | 0.01% | +1,063+2.6% | Added |
| CBOE Vest Financial, LLC | 41,054 | $3.60M | 0.04% | −13,422−24.6% | Reduced |
| Martingale Asset Management L P | 39,731 | $3.49M | 0.09% | +6,490+19.5% | Added |
| Benjamin Edwards Inc | 39,229 | $3.44M | 0.03% | +935+2.4% | Added |
| Deutsche Bank AG | 38,809 | $3.41M | 0.00% | +3,792+10.8% | Added |
| Alliancebernstein L.P. | 41,723 | $3.37M | 0.00% | −4,164−9.1% | Reduced |
| Citigroup Inc | 34,495 | $3.03M | 0.00% | −3,968−10.3% | Reduced |
| Great West Life Assurance Co | 34,295 | $3.01M | 0.01% | −2,019−5.6% | Reduced |
| First Manhattan Co | 33,801 | $2.97M | 0.01% | −4,409−11.5% | Reduced |
| Financial Engines Advisors L.L.C. | 31,924 | $2.80M | 0.01% | +1,334+4.4% | Added |
| Royce & Associates LP | 31,535 | $2.77M | 0.03% | −193−0.6% | Reduced |
| Vanguard Asset Management, Ltd | 29,363 | $2.58M | 0.00% | +29,363 | New |
| Commonwealth Equity Services, LLC | 26,865 | $2.36M | 0.00% | +3,180+13.4% | Added |
| Mariner, LLC | 26,345 | $2.31M | 0.00% | +799+3.1% | Added |
| State of New Jersey Common Pension Fund D | 25,969 | $2.28M | 0.01% | −350−1.3% | Reduced |
| SG Americas Securities, LLC | 25,504 | $2.24M | 0.00% | +11,850+86.8% | Added |
| John G Ullman & Associates Inc | 25,450 | $2.23M | 0.30% | +500+2.0% | Added |
| OneAscent Financial Services LLC | 25,018 | $2.20M | 0.12% | +25,018 | New |
| Bridgeway Capital Management, LLC | 24,800 | $2.18M | 0.04% | −10,800−30.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 22,663 | $1.99M | 0.19% | +11,087+95.8% | Added |
| AQR Capital Management LLC | 22,037 | $1.93M | 0.00% | +6,107+38.3% | Added |
| Advisors Asset Management, Inc. | 21,304 | $1.87M | 0.03% | +3,542+19.9% | Added |
| MetLife Investment Management | 21,267 | $1.87M | 0.01% | +169+0.8% | Added |
| Illinois Municipal Retirement Fund | 20,998 | $1.84M | 0.02% | −1,207−5.4% | Reduced |
| State Board of Administration of Florida Retirement System | 20,899 | $1.83M | 0.00% | +7,399+54.8% | Added |
| Alps Advisors Inc | 20,707 | $1.82M | 0.01% | −988−4.6% | Reduced |
| State of Alaska, Department of Revenue | 20,684 | $1.81M | 0.02% | −654−3.1% | Reduced |
| PDT Partners, LLC | 20,600 | $1.81M | 0.11% | +20,600 | New |
| Susquehanna International Group, LLP | 20,107 | $1.76M | 0.00% | +7,932+65.1% | Added |
| Advisor Group Holdings, Inc. | 19,472 | $1.71M | 0.00% | −15,010−43.5% | Reduced |
| Louisiana State Employees Retirement System | 18,600 | $1.63M | 0.03% | −600−3.1% | Reduced |