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 |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 1,715 | $150.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,022 | $177.5K | 0.02% | +41+2.1% | Added |
| Ensign Peak Advisors, Inc | 2,060 | $180.8K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,322 | $203.8K | 0.00% | +2,322 | New |
| Daymark Wealth Partners, LLC | 2,400 | $210.6K | 0.01% | +2,400 | New |
| Abel Hall, LLC | 2,401 | $210.7K | 0.04% | +2,401 | New |
| CI Private Wealth, LLC | 2,436 | $213.7K | 0.00% | +2,436 | New |
| Neuberger Berman Group LLC | 2,459 | $215.8K | 0.00% | +2,459 | New |
| denkapparat Operations GmbH | 2,586 | $227.0K | 0.09% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,618 | $229.8K | 0.00% | +68+2.7% | Added |
| Stifel Financial Corp | 2,620 | $230.0K | 0.00% | −707−21.3% | Reduced |
| Gsa Capital Partners LLP | 2,683 | $235.0K | 0.01% | −15,403−85.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,683 | $235.5K | 0.01% | 00.0% | Unchanged |
| Compass Financial Group, INC | 2,699 | $236.9K | 0.03% | +17+0.6% | Added |
| JustInvest LLC | 2,738 | $240.3K | 0.00% | +2,738 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,754 | $241.7K | 0.00% | −54−1.9% | Reduced |
| Crossmark Global Holdings, Inc. | 2,765 | $242.7K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,779 | $243.9K | 0.04% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,796 | $245.4K | 0.00% | −60−2.1% | Reduced |
| Integrity Alliance, LLC. | 2,809 | $246.5K | 0.01% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 2,883 | $253.0K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 3,029 | $265.8K | 0.00% | +239+8.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,056 | $268.2K | 0.00% | −475−13.5% | Reduced |
| Mann Financial Group, Inc. | 3,129 | $274.6K | 0.26% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 3,164 | $277.7K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,222 | $282.8K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 3,285 | $288.3K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,415 | $299.7K | 0.00% | −180−5.0% | Reduced |
| Ifrah Financial Services, Inc. | 3,474 | $304.9K | 0.08% | −106−3.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,491 | $306.4K | 0.00% | −300−7.9% | Reduced |
| Atlas Brown,Inc. | 3,491 | $306.4K | 0.09% | 00.0% | Unchanged |
| Xponance, Inc. | 3,607 | $316.6K | 0.00% | +577+19.0% | Added |
| Captrust Financial Advisors | 3,667 | $321.9K | 0.00% | +265+7.8% | Added |
| Chesley Taft & Associates LLC | 3,680 | $323.0K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,701 | $324.8K | 0.00% | +72+2.0% | Added |
| Tower Research Capital LLC (TRC) | 3,747 | $328.9K | 0.01% | +259+7.4% | Added |
| Skopos Labs, Inc. | 3,818 | $335.1K | 0.01% | −1,373−26.4% | Reduced |
| First Citizens Bank & Trust Co | 3,851 | $338.0K | 0.01% | +82+2.2% | Added |
| Verition Fund Management LLC | 3,928 | $344.8K | 0.00% | −2,172−35.6% | Reduced |
| Swiss Life Asset Management Ltd | 4,056 | $356.0K | 0.00% | +212+5.5% | Added |
| Bell Bank | 4,086 | $358.6K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 4,206 | $369.2K | 0.01% | −2,061−32.9% | Reduced |
| Mercer Global Advisors Inc | 4,228 | $371.1K | 0.00% | +707+20.1% | Added |
| Independent Advisor Alliance | 4,236 | $371.8K | 0.00% | 00.0% | Unchanged |
| Wealth Forward, LLC | 4,238 | $372.0K | 0.21% | 00.0% | Unchanged |
| Accredited Investors Inc. | 4,407 | $386.8K | 0.02% | +28+0.6% | Added |
| Fifth Third Wealth Advisors LLC | 4,518 | $396.5K | 0.01% | +57+1.3% | Added |
| Quadrant Capital Group LLC | 4,576 | $401.6K | 0.01% | +38+0.8% | Added |
| Public Employees Retirement Association of Colorado | 4,608 | $404.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,610 | $404.7K | 0.01% | +308+7.2% | Added |
| Los Angeles Capital Management LLC | 4,714 | $413.7K | 0.00% | −7,846−62.5% | Reduced |
| Alternative Investment Advisors, LLC. | 4,768 | $418.6K | 0.19% | +31+0.7% | Added |
| Evolve Private Wealth, LLC | 4,772 | $418.9K | 0.02% | +175+3.8% | Added |
| Mutual of America Capital Management LLC | 4,796 | $420.9K | 0.00% | +6+0.1% | Added |
| Valtinson Bruner Financial Planning LLC | 4,817 | $422.8K | 0.12% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 4,914 | $431.3K | 0.00% | −1,775−26.5% | Reduced |
| Holocene Advisors, LP | 4,981 | $437.2K | 0.00% | +4,981 | New |
| Hendershot Investments Inc. | 5,000 | $438.9K | 0.06% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,025 | $441.0K | 0.01% | +970+23.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,112 | $448.7K | 0.02% | +5,112 | New |
| Bayban | 5,201 | $456.5K | 0.40% | +532+11.4% | Added |
| Modern Wealth Management, LLC | 5,178 | $456.8K | 0.01% | +15+0.3% | Added |
| Envestnet Asset Management Inc | 5,226 | $458.7K | 0.00% | +1,904+57.3% | Added |
| New Age Alpha Advisors, LLC | 5,246 | $460.4K | 0.02% | −76−1.4% | Reduced |
| Opus Capital Group, LLC | 5,266 | $462.0K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,388 | $472.9K | 0.00% | −5−0.1% | Reduced |
| Bravera Wealth | 5,399 | $473.9K | 0.21% | +600+12.5% | Added |
| Lido Advisors, LLC | 5,416 | $475.4K | 0.00% | +679+14.3% | Added |
| Vident Advisory, LLC | 5,494 | $482.2K | 0.00% | +276+5.3% | Added |
| Fieldview Capital Management, LLC | 5,505 | $483.2K | 0.14% | +5,505 | New |
| Greenwood Capital Associates LLC | 5,568 | $488.7K | 0.05% | +1,448+35.1% | Added |
| Guggenheim Capital LLC | 5,799 | $509.0K | 0.00% | +1,965+51.3% | Added |
| CIBC Bancorp USA Inc. | 5,935 | $520.9K | 0.00% | +5,935 | New |
| Coldstream Capital Management Inc | 5,983 | $525.1K | 0.01% | +127+2.2% | Added |
| RBA Wealth Management, LLC | 6,042 | $530.3K | 0.19% | −132−2.1% | Reduced |
| Janney Montgomery Scott LLC | 6,049 | $531.0K | 0.00% | +1,920+46.5% | Added |
| Maryland State Retirement & Pension System | 6,110 | $536.3K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 6,332 | $555.8K | 0.01% | −3,822−37.6% | Reduced |
| Jones Financial Companies LLLP | 6,719 | $577.6K | 0.00% | +82+1.2% | Added |
| Renaissance Technologies LLC | 6,610 | $580.2K | 0.00% | −6,688−50.3% | Reduced |
| Virginia Retirement Systems Et Al | 6,654 | $584.0K | 0.00% | −13,800−67.5% | Reduced |
| Johnson Wealth Management, LLC | 6,727 | $590.4K | 0.29% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 6,767 | $593.9K | 0.00% | +898+15.3% | Added |
| Infrastructure Capital Advisors, LLC | 6,794 | $596.3K | 0.06% | +910+15.5% | Added |
| Virtus ETF Advisers LLC | 6,854 | $601.6K | 0.28% | 00.0% | Unchanged |
| Creative Planning | 7,021 | $616.3K | 0.00% | +973+16.1% | Added |
| Pictet Asset Management Holding SA | 7,080 | $621.4K | 0.00% | +614+9.5% | Added |
| MML Investors Services, LLC | 7,155 | $628.0K | 0.00% | −1,176−14.1% | Reduced |
| SNS Financial Group, LLC | 7,459 | $654.7K | 0.06% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 7,497 | $661.4K | 0.00% | −3,629−32.6% | Reduced |
| Private Advisor Group, LLC | 7,739 | $679.3K | 0.00% | +3,009+63.6% | Added |
| Foster & Motley Inc | 7,750 | $680.0K | 0.04% | −335−4.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,758 | $681.0K | 0.00% | −184−2.3% | Reduced |
| FMR LLC | 7,965 | $699.1K | 0.00% | +130+1.7% | Added |
| Amundi | 8,217 | $721.2K | 0.00% | +2,631+47.1% | Added |
| NorthRock Partners, LLC | 8,224 | $721.9K | 0.01% | −13−0.2% | Reduced |
| RMB Capital Management, LLC | 8,352 | $733.0K | 0.01% | +20.0% | Added |
| CWM, LLC | 8,407 | $737.9K | 0.00% | −36−0.4% | Reduced |
| Bank of Montreal | 8,780 | $770.6K | 0.00% | +349+4.1% | Added |
| Kestra Advisory Services, LLC | 9,001 | $790.0K | 0.00% | +578+6.9% | Added |