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 |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 1 | $88 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $88 | 0.00% | +1 | New |
| CWM Advisors, LLC | 1 | $128 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $176 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $176 | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 3 | $264 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $264 | 0.00% | +1+50.0% | Added |
| Ankerstar Wealth, LLC | 4 | $351 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 4 | $351 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 4 | $352 | 0.00% | +1+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 6 | $526 | 0.00% | +3+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $527 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 8 | $702 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 10 | $878 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 12 | $1.01K | 0.00% | +1+9.1% | Added |
| Archer Investment Corp | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 15 | $1.32K | 0.00% | −384−96.2% | Reduced |
| Bell Investment Advisors, Inc | 15 | $1.32K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 15 | $1.32K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 18 | $1.58K | 0.00% | +18 | New |
| Caitong International Asset Management Co., Ltd | 23 | $2.02K | 0.00% | −365−94.1% | Reduced |
| Ronald Blue Trust, Inc. | 24 | $2.11K | 0.00% | −7−22.6% | Reduced |
| Quarry LP | 25 | $2.19K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 25 | $2.19K | 0.00% | −11−30.6% | Reduced |
| Fortitude Family Office, LLC | 26 | $2.28K | 0.00% | +19+271.4% | Added |
| JPL Wealth Management, LLC | 27 | $2.37K | 0.00% | +27 | New |
| Farmers & Merchants Investments Inc | 28 | $2.46K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 33 | $2.90K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34 | $2.98K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 38 | $3.33K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 40 | $3.50K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 41 | $3.60K | 0.00% | +41 | New |
| Versant Capital Management, Inc | 45 | $3.95K | 0.00% | +3+7.1% | Added |
| Colonial Trust Co | 53 | $4.54K | 0.00% | +19+55.9% | Added |
| Global Wealth Strategies & Associates | 55 | $4.83K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 62 | $5.44K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 62 | $5.44K | 0.00% | +7+12.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 67 | $5.88K | 0.00% | +67 | New |
| Root Financial Partners, LLC | 79 | $6.93K | 0.00% | +11+16.2% | Added |
| Broadwater Capital Management LLC | 95 | $7.68K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 90 | $8.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 93 | $8.16K | 0.00% | +51+121.4% | Added |
| IAG Wealth Partners, LLC | 100 | $8.78K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 101 | $8.87K | 0.00% | +13+14.8% | Added |
| Larson Financial Group LLC | 102 | $8.95K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 119 | $10.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 124 | $10.6K | 0.00% | −14−10.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 160 | $14.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 190 | $16.7K | 0.00% | −4−2.1% | Reduced |
| Smallwood Wealth Investment Management, LLC | 197 | $17.3K | 0.01% | +1+0.5% | Added |
| N.E.W. Advisory Services LLC | 200 | $17.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 220 | $19.3K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 230 | $20.1K | 0.00% | +230 | New |
| RWM Asset Management, LLC | 240 | $21.1K | 0.00% | +240 | New |
| Sound Income Strategies, LLC | 286 | $25.3K | 0.00% | +204+248.8% | Added |
| Vermillion Wealth Management, Inc. | 303 | $26.6K | 0.01% | +3+1.0% | Added |
| Harbor Capital Advisors, Inc. | 325 | $29.0K | 0.00% | +325 | New |
| West Financial Advisors, LLC | 334 | $29.3K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 338 | $29.6K | 0.01% | +2+0.6% | Added |
| Kemnay Advisory Services Inc. | 341 | $29.9K | 0.00% | +274+409.0% | Added |
| EverSource Wealth Advisors, LLC | 393 | $34.5K | 0.00% | +17+4.5% | Added |
| SRS Capital Advisors, Inc. | 396 | $34.8K | 0.00% | +17+4.5% | Added |
| Salomon & Ludwin, LLC | 396 | $35.1K | 0.00% | +140+54.7% | Added |
| Bessemer Group Inc | 408 | $36.0K | 0.00% | +108+36.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 420 | $36.9K | 0.03% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 426 | $37.4K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 454 | $39.8K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 500 | $43.9K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 500 | $43.9K | 0.03% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 500 | $43.9K | 0.04% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 561 | $49.2K | 0.02% | −179−24.2% | Reduced |
| Costello Asset Management, INC | 618 | $54.3K | 0.02% | −100−13.9% | Reduced |
| Umb Bank N A | 649 | $57.0K | 0.00% | +5+0.8% | Added |
| AdvisorNet Financial, Inc | 650 | $57.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 664 | $58.3K | 0.00% | +24+3.8% | Added |
| Goodman Advisory Group, LLC | 667 | $58.5K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 677 | $59.4K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 702 | $62.0K | 0.00% | +81+13.0% | Added |
| GAMMA Investing LLC | 739 | $64.9K | 0.00% | +186+33.6% | Added |
| Geneos Wealth Management Inc. | 742 | $65.2K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 800 | $70.2K | 0.00% | +200+33.3% | Added |
| USA Financial Portformulas Corp | 810 | $71.1K | 0.01% | −566−41.1% | Reduced |
| State of Wyoming | 823 | $72.2K | 0.01% | −851−50.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 936 | $82.2K | 0.00% | −14−1.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,000 | $87.8K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,015 | $89.6K | 0.01% | +6+0.6% | Added |
| Nisa Investment Advisors, LLC | 1,067 | $93.7K | 0.00% | +23+2.2% | Added |
| Crews Bank & Trust | 1,092 | $95.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,115 | $97.9K | 0.00% | +1,000+869.6% | Added |
| Farther Finance Advisors, LLC | 1,123 | $99.1K | 0.00% | −131−10.4% | Reduced |
| Abound Wealth Management | 1,151 | $101.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,155 | $101.4K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 1,172 | $102.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,184 | $104.0K | 0.07% | −397−25.1% | Reduced |
| KBC Group NV | 1,227 | $108.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,304 | $114.5K | 0.00% | −38−2.8% | Reduced |
| Rockefeller Capital Management L.P. | 1,366 | $119.9K | 0.00% | +778+132.3% | Added |
| Advisory Services Network, LLC | 1,499 | $131.6K | 0.00% | +1,499 | New |
| DekaBank Deutsche Girozentrale | 1,526 | $133.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,660 | $145.7K | 0.01% | 00.0% | Unchanged |