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 |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 81,968 | $7.19M | 0.01% | +19,050+30.3% | Added |
| Tudor Investment Corp Et Al | 85,866 | $7.54M | 0.04% | +10,861+14.5% | Added |
| Denali Advisors LLC | 89,909 | $7.89M | 0.88% | +1,206+1.4% | Added |
| Voloridge Investment Management, LLC | 90,439 | $7.94M | 0.03% | −21,582−19.3% | Reduced |
| Legal & General Group Plc | 94,077 | $8.26M | 0.00% | −9,250−9.0% | Reduced |
| UBS Asset Management Americas Inc | 94,571 | $8.30M | 0.00% | +1,268+1.4% | Added |
| Marshall Wace, LLP | 95,162 | $8.35M | 0.01% | −78,267−45.1% | Reduced |
| Ameriprise Financial Inc | 95,749 | $8.40M | 0.00% | −2,744−2.8% | Reduced |
| Rhumbline Advisers | 98,929 | $8.68M | 0.01% | +1,618+1.7% | Added |
| Whittier Trust Co | 99,012 | $8.77M | 0.10% | +8,966+10.0% | Added |
| US Bancorp | 110,811 | $9.73M | 0.01% | +74,078+201.7% | Added |
| Franklin Resources Inc | 112,072 | $9.84M | 0.00% | +75,079+203.0% | Added |
| Jane Street Group, LLC | 117,441 | $10.3M | 0.01% | −21,696−15.6% | Reduced |
| Bank & Trust Co | 119,236 | $10.5M | 7.05% | −2,780−2.3% | Reduced |
| Millennium Management LLC | 130,211 | $11.4M | 0.01% | −16,307−11.1% | Reduced |
| Price T Rowe Associates Inc | 132,470 | $11.6M | 0.00% | +87,927+197.4% | Added |
| UBS Group AG | 156,553 | $13.7M | 0.00% | +60,965+63.8% | Added |
| Federated Hermes, Inc. | 167,565 | $14.7M | 0.02% | −37,781−18.4% | Reduced |
| Royal Bank of Canada | 178,161 | $15.6M | 0.00% | +41,924+30.8% | Added |
| Nuveen, LLC | 189,228 | $16.6M | 0.00% | +37,206+24.5% | Added |
| Public Sector Pension Investment Board | 198,660 | $17.4M | 0.05% | +4,741+2.4% | Added |
| Invesco Ltd. | 225,173 | $19.8M | 0.00% | −6,005−2.6% | Reduced |
| Principal Financial Group Inc | 231,889 | $20.4M | 0.01% | +32,266+16.2% | Added |
| Victory Capital Management Inc | 252,376 | $22.2M | 0.01% | +123,963+96.5% | Added |
| Gamco Investors, Inc. Et Al | 264,800 | $23.2M | 0.23% | −7,550−2.8% | Reduced |
| Qube Research & Technologies Ltd | 267,854 | $23.5M | 0.03% | +66,580+33.1% | Added |
| Vanguard Fiduciary Trust Co | 272,408 | $23.9M | 0.01% | +272,408 | New |
| JPMorgan Chase & Co | 339,633 | $29.1M | 0.00% | −79,295−18.9% | Reduced |
| Bank of America Corp | 336,483 | $29.5M | 0.00% | +11,363+3.5% | Added |
| Adage Capital Partners GP, L.L.C. | 342,000 | $30.0M | 0.05% | −2,149−0.6% | Reduced |
| Bank of New York Mellon Corp | 350,608 | $30.8M | 0.01% | −7,969−2.2% | Reduced |
| D. E. Shaw & Co., Inc. | 399,426 | $35.1M | 0.03% | +151,187+60.9% | Added |
| Northern Trust Corp | 432,012 | $37.9M | 0.01% | +17,234+4.2% | Added |
| Gabelli Funds LLC | 467,200 | $41.0M | 0.28% | −1,900−0.4% | Reduced |
| Goldman Sachs Group Inc | 485,351 | $42.6M | 0.01% | +156,194+47.5% | Added |
| Charles Schwab Investment Management Inc | 524,121 | $46.0M | 0.01% | −8,570−1.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 569,933 | $50.0M | 0.08% | +15,200+2.7% | Added |
| First Trust Advisors LP | 606,504 | $53.2M | 0.04% | −204,134−25.2% | Reduced |
| Morgan Stanley | 654,434 | $57.4M | 0.00% | +92,145+16.4% | Added |
| Two Sigma Investments, LP | 662,934 | $58.2M | 0.05% | +391,281+144.0% | Added |
| Dimensional Fund Advisors LP | 815,241 | $71.6M | 0.01% | −35,488−4.2% | Reduced |
| LSV Asset Management | 1,042,913 | $91.5M | 0.20% | +505,972+94.2% | Added |
| Geode Capital Management, LLC | 1,054,887 | $92.6M | 0.01% | +35,625+3.5% | Added |
| State Street Corp | 1,569,348 | $137.7M | 0.00% | +7,908+0.5% | Added |
| Vanguard Capital Management LLC | 1,865,713 | $163.8M | 0.00% | +1,865,713 | New |
| Vanguard Portfolio Management LLC | 2,947,184 | $258.7M | 0.01% | +2,947,184 | New |
| BlackRock, Inc. | 6,424,374 | $563.9M | 0.01% | +32,927+0.5% | Added |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −161,100−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −72,905−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −44,000−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −35,029−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −30,566−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −25,973−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −23,894−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −15,313−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −9,748−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −9,748−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −6,567−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −6,210−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −5,808−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −4,989−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −4,969−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,410−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −4,246−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,115−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,496−100.0% | Sold out |
| Bangor Savings Bank | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −1,856−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −1,317−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |
| Motiv8 Investments LLC | – | – | – | – | Not filed |