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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 18,095 | $1.59M | 0.00% | +198+1.1% | Added |
| Quantbot Technologies LP | 18,079 | $1.59M | 0.06% | +10,081+126.0% | Added |
| Manufacturers Life Insurance Company, The | 17,908 | $1.57M | 0.00% | −561−3.0% | Reduced |
| Cetera Investment Advisers | 17,884 | $1.57M | 0.00% | +1,301+7.8% | Added |
| Fifth Third Bancorp | 17,815 | $1.56M | 0.00% | +16,879+1,803.3% | Added |
| Elo Mutual Pension Insurance Co | 17,067 | $1.50M | 0.02% | −6,039−26.1% | Reduced |
| Focus Financial Network, Inc. | 16,945 | $1.49M | 0.05% | +1,232+7.8% | Added |
| Vanguard Global Advisers, LLC | 16,860 | $1.48M | 0.00% | +16,860 | New |
| GWM Advisors LLC | 16,313 | $1.43M | 0.01% | +82+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,833 | $1.40M | 0.00% | −1,731−9.9% | Reduced |
| Janus Henderson Group PLC | 15,542 | $1.36M | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 15,201 | $1.33M | 0.01% | +15,201 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,010 | $1.32M | 0.00% | +2,829+23.2% | Added |
| State of Wisconsin Investment Board | 14,751 | $1.29M | 0.00% | −7,650−34.2% | Reduced |
| Quantinno Capital Management LP | 14,748 | $1.29M | 0.00% | +4,278+40.9% | Added |
| Winton Group Ltd | 14,621 | $1.28M | 0.05% | +67+0.5% | Added |
| North Star Investment Management Corp. | 14,236 | $1.25M | 0.08% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 14,022 | $1.23M | 0.01% | −1,351−8.8% | Reduced |
| Exchange Traded Concepts, LLC | 12,673 | $1.11M | 0.01% | −2,106−14.2% | Reduced |
| New York State Teachers Retirement System | 12,505 | $1.10M | 0.00% | −1,481−10.6% | Reduced |
| Natixis Advisors, L.P. | 12,158 | $1.07M | 0.00% | +646+5.6% | Added |
| Engineers Gate Manager LP | 11,967 | $1.05M | 0.01% | +5,251+78.2% | Added |
| Amalgamated Bank | 11,956 | $1.05M | 0.01% | −114−0.9% | Reduced |
| Brevan Howard Capital Management LP | 11,693 | $1.03M | 0.01% | +11,693 | New |
| O'Shaughnessy Asset Management, LLC | 11,596 | $1.02M | 0.01% | +1,161+11.1% | Added |
| Capstone Investment Advisors, LLC | 11,141 | $977.8K | 0.01% | −11,808−51.5% | Reduced |
| Yousif Capital Management, LLC | 11,135 | $977.3K | 0.01% | −123−1.1% | Reduced |
| SEI Investments Co | 11,047 | $969.6K | 0.00% | +5,123+86.5% | Added |
| Dark Forest Capital Management LP | 10,950 | $961.1K | 0.09% | −14,140−56.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 10,636 | $933.5K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 10,631 | $933.1K | 0.10% | +13+0.1% | Added |
| Colony Group, LLC | 10,602 | $930.6K | 0.00% | +416+4.1% | Added |
| Teachers Retirement System of the State of Kentucky | 10,544 | $925.0K | 0.01% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 10,480 | $919.8K | 0.03% | 00.0% | Unchanged |
| Atom Investors LP | 10,412 | $913.9K | 0.07% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,363 | $909.6K | 0.00% | −12−0.1% | Reduced |
| Arizona State Retirement System | 10,359 | $909.2K | 0.01% | −171−1.6% | Reduced |
| Great Valley Advisor Group, Inc. | 10,201 | $895.8K | 0.02% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 10,139 | $889.9K | 0.00% | +10,139 | New |
| HighTower Advisors, LLC | 10,104 | $886.8K | 0.00% | +263+2.7% | Added |
| Intech Investment Management LLC | 9,875 | $866.7K | 0.01% | −8,189−45.3% | Reduced |
| Vista Investment Partners LLC | 9,787 | $859.0K | 0.23% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 9,592 | $841.9K | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 9,490 | $832.9K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 9,123 | $800.7K | 0.00% | −197−2.1% | Reduced |
| Voleon Capital Management LP | 9,034 | $792.9K | 0.02% | −6,310−41.1% | Reduced |
| Alerus Financial NA | 9,028 | $792.4K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,001 | $790.0K | 0.00% | +578+6.9% | Added |
| Bank of Montreal | 8,780 | $770.6K | 0.00% | +349+4.1% | Added |
| CWM, LLC | 8,407 | $737.9K | 0.00% | −36−0.4% | Reduced |
| RMB Capital Management, LLC | 8,352 | $733.0K | 0.01% | +20.0% | Added |
| NorthRock Partners, LLC | 8,224 | $721.9K | 0.01% | −13−0.2% | Reduced |
| Amundi | 8,217 | $721.2K | 0.00% | +2,631+47.1% | Added |
| FMR LLC | 7,965 | $699.1K | 0.00% | +130+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,758 | $681.0K | 0.00% | −184−2.3% | Reduced |
| Foster & Motley Inc | 7,750 | $680.0K | 0.04% | −335−4.1% | Reduced |
| Private Advisor Group, LLC | 7,739 | $679.3K | 0.00% | +3,009+63.6% | Added |
| Allspring Global Investments Holdings, LLC | 7,497 | $661.4K | 0.00% | −3,629−32.6% | Reduced |
| SNS Financial Group, LLC | 7,459 | $654.7K | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,155 | $628.0K | 0.00% | −1,176−14.1% | Reduced |
| Pictet Asset Management Holding SA | 7,080 | $621.4K | 0.00% | +614+9.5% | Added |
| Creative Planning | 7,021 | $616.3K | 0.00% | +973+16.1% | Added |
| Virtus ETF Advisers LLC | 6,854 | $601.6K | 0.28% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 6,794 | $596.3K | 0.06% | +910+15.5% | Added |
| D.A. Davidson & Co. | 6,767 | $593.9K | 0.00% | +898+15.3% | Added |
| Johnson Wealth Management, LLC | 6,727 | $590.4K | 0.29% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 6,654 | $584.0K | 0.00% | −13,800−67.5% | Reduced |
| Renaissance Technologies LLC | 6,610 | $580.2K | 0.00% | −6,688−50.3% | Reduced |
| Jones Financial Companies LLLP | 6,719 | $577.6K | 0.00% | +82+1.2% | Added |
| Sterling Capital Management LLC | 6,332 | $555.8K | 0.01% | −3,822−37.6% | Reduced |
| Maryland State Retirement & Pension System | 6,110 | $536.3K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 6,049 | $531.0K | 0.00% | +1,920+46.5% | Added |
| RBA Wealth Management, LLC | 6,042 | $530.3K | 0.19% | −132−2.1% | Reduced |
| Coldstream Capital Management Inc | 5,983 | $525.1K | 0.01% | +127+2.2% | Added |
| CIBC Bancorp USA Inc. | 5,935 | $520.9K | 0.00% | +5,935 | New |
| Guggenheim Capital LLC | 5,799 | $509.0K | 0.00% | +1,965+51.3% | Added |
| Greenwood Capital Associates LLC | 5,568 | $488.7K | 0.05% | +1,448+35.1% | Added |
| Fieldview Capital Management, LLC | 5,505 | $483.2K | 0.14% | +5,505 | New |
| Vident Advisory, LLC | 5,494 | $482.2K | 0.00% | +276+5.3% | Added |
| Lido Advisors, LLC | 5,416 | $475.4K | 0.00% | +679+14.3% | Added |
| Bravera Wealth | 5,399 | $473.9K | 0.21% | +600+12.5% | Added |
| The PNC Financial Services Group, Inc. | 5,388 | $472.9K | 0.00% | −5−0.1% | Reduced |
| Opus Capital Group, LLC | 5,266 | $462.0K | 0.05% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 5,246 | $460.4K | 0.02% | −76−1.4% | Reduced |
| Envestnet Asset Management Inc | 5,226 | $458.7K | 0.00% | +1,904+57.3% | Added |
| Modern Wealth Management, LLC | 5,178 | $456.8K | 0.01% | +15+0.3% | Added |
| Bayban | 5,201 | $456.5K | 0.40% | +532+11.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,112 | $448.7K | 0.02% | +5,112 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,025 | $441.0K | 0.01% | +970+23.9% | Added |
| Hendershot Investments Inc. | 5,000 | $438.9K | 0.06% | 00.0% | Unchanged |
| Holocene Advisors, LP | 4,981 | $437.2K | 0.00% | +4,981 | New |
| Gotham Asset Management, LLC | 4,914 | $431.3K | 0.00% | −1,775−26.5% | Reduced |
| Valtinson Bruner Financial Planning LLC | 4,817 | $422.8K | 0.12% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 4,796 | $420.9K | 0.00% | +6+0.1% | Added |
| Evolve Private Wealth, LLC | 4,772 | $418.9K | 0.02% | +175+3.8% | Added |
| Alternative Investment Advisors, LLC. | 4,768 | $418.6K | 0.19% | +31+0.7% | Added |
| Los Angeles Capital Management LLC | 4,714 | $413.7K | 0.00% | −7,846−62.5% | Reduced |
| Harbour Investments, Inc. | 4,610 | $404.7K | 0.01% | +308+7.2% | Added |
| Public Employees Retirement Association of Colorado | 4,608 | $404.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,576 | $401.6K | 0.01% | +38+0.8% | Added |