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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 4,518 | $396.5K | 0.01% | +57+1.3% | Added |
| Accredited Investors Inc. | 4,407 | $386.8K | 0.02% | +28+0.6% | Added |
| Wealth Forward, LLC | 4,238 | $372.0K | 0.21% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,236 | $371.8K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 4,228 | $371.1K | 0.00% | +707+20.1% | Added |
| Bokf, NA | 4,206 | $369.2K | 0.01% | −2,061−32.9% | Reduced |
| Bell Bank | 4,086 | $358.6K | 0.02% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 4,056 | $356.0K | 0.00% | +212+5.5% | Added |
| Verition Fund Management LLC | 3,928 | $344.8K | 0.00% | −2,172−35.6% | Reduced |
| First Citizens Bank & Trust Co | 3,851 | $338.0K | 0.01% | +82+2.2% | Added |
| Skopos Labs, Inc. | 3,818 | $335.1K | 0.01% | −1,373−26.4% | Reduced |
| Tower Research Capital LLC (TRC) | 3,747 | $328.9K | 0.01% | +259+7.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,701 | $324.8K | 0.00% | +72+2.0% | Added |
| Chesley Taft & Associates LLC | 3,680 | $323.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,667 | $321.9K | 0.00% | +265+7.8% | Added |
| Xponance, Inc. | 3,607 | $316.6K | 0.00% | +577+19.0% | Added |
| 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 |
| Ifrah Financial Services, Inc. | 3,474 | $304.9K | 0.08% | −106−3.0% | Reduced |
| Russell Investments Group, Ltd. | 3,415 | $299.7K | 0.00% | −180−5.0% | Reduced |
| Old National Bancorp | 3,285 | $288.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,222 | $282.8K | 0.01% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 3,164 | $277.7K | 0.07% | 00.0% | Unchanged |
| Mann Financial Group, Inc. | 3,129 | $274.6K | 0.26% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 3,056 | $268.2K | 0.00% | −475−13.5% | Reduced |
| Beacon Pointe Advisors, LLC | 3,029 | $265.8K | 0.00% | +239+8.6% | Added |
| GW Henssler & Associates Ltd | 2,883 | $253.0K | 0.01% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 2,809 | $246.5K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,796 | $245.4K | 0.00% | −60−2.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,779 | $243.9K | 0.04% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,765 | $242.7K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,754 | $241.7K | 0.00% | −54−1.9% | Reduced |
| JustInvest LLC | 2,738 | $240.3K | 0.00% | +2,738 | New |
| Compass Financial Group, INC | 2,699 | $236.9K | 0.03% | +17+0.6% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,683 | $235.5K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,683 | $235.0K | 0.01% | −15,403−85.2% | Reduced |
| Stifel Financial Corp | 2,620 | $230.0K | 0.00% | −707−21.3% | Reduced |
| Savant Capital, LLC | 2,618 | $229.8K | 0.00% | +68+2.7% | Added |
| denkapparat Operations GmbH | 2,586 | $227.0K | 0.09% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 2,459 | $215.8K | 0.00% | +2,459 | New |
| CI Private Wealth, LLC | 2,436 | $213.7K | 0.00% | +2,436 | New |
| Abel Hall, LLC | 2,401 | $210.7K | 0.04% | +2,401 | New |
| Daymark Wealth Partners, LLC | 2,400 | $210.6K | 0.01% | +2,400 | New |
| IHT Wealth Management, LLC | 2,322 | $203.8K | 0.00% | +2,322 | New |
| Ensign Peak Advisors, Inc | 2,060 | $180.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,022 | $177.5K | 0.02% | +41+2.1% | Added |
| JNBA Financial Advisors | 1,715 | $150.5K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,660 | $145.7K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,526 | $133.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,499 | $131.6K | 0.00% | +1,499 | New |
| Rockefeller Capital Management L.P. | 1,366 | $119.9K | 0.00% | +778+132.3% | Added |
| Allworth Financial LP | 1,304 | $114.5K | 0.00% | −38−2.8% | Reduced |
| KBC Group NV | 1,227 | $108.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,184 | $104.0K | 0.07% | −397−25.1% | Reduced |
| HM Payson & Co | 1,172 | $102.9K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,155 | $101.4K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 1,151 | $101.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,123 | $99.1K | 0.00% | −131−10.4% | Reduced |
| Signaturefd, LLC | 1,115 | $97.9K | 0.00% | +1,000+869.6% | Added |
| Crews Bank & Trust | 1,092 | $95.8K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,067 | $93.7K | 0.00% | +23+2.2% | Added |
| International Assets Investment Management, LLC | 1,015 | $89.6K | 0.01% | +6+0.6% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $87.8K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 936 | $82.2K | 0.00% | −14−1.5% | Reduced |
| State of Wyoming | 823 | $72.2K | 0.01% | −851−50.8% | Reduced |
| USA Financial Portformulas Corp | 810 | $71.1K | 0.01% | −566−41.1% | Reduced |
| STRS Ohio | 800 | $70.2K | 0.00% | +200+33.3% | Added |
| Geneos Wealth Management Inc. | 742 | $65.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 739 | $64.9K | 0.00% | +186+33.6% | Added |
| Hantz Financial Services, Inc. | 702 | $62.0K | 0.00% | +81+13.0% | Added |
| High Note Wealth, LLC | 677 | $59.4K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 667 | $58.5K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 664 | $58.3K | 0.00% | +24+3.8% | Added |
| AdvisorNet Financial, Inc | 650 | $57.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 649 | $57.0K | 0.00% | +5+0.8% | Added |
| Costello Asset Management, INC | 618 | $54.3K | 0.02% | −100−13.9% | Reduced |
| C M Bidwell & Associates Ltd | 561 | $49.2K | 0.02% | −179−24.2% | Reduced |
| 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 |
| Cherry Tree Wealth Management, LLC | 454 | $39.8K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 426 | $37.4K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 420 | $36.9K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 408 | $36.0K | 0.00% | +108+36.0% | Added |
| Salomon & Ludwin, LLC | 396 | $35.1K | 0.00% | +140+54.7% | Added |
| SRS Capital Advisors, Inc. | 396 | $34.8K | 0.00% | +17+4.5% | Added |
| EverSource Wealth Advisors, LLC | 393 | $34.5K | 0.00% | +17+4.5% | Added |
| Kemnay Advisory Services Inc. | 341 | $29.9K | 0.00% | +274+409.0% | Added |
| HighMark Wealth Management LLC | 338 | $29.6K | 0.01% | +2+0.6% | Added |
| West Financial Advisors, LLC | 334 | $29.3K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 325 | $29.0K | 0.00% | +325 | New |
| Vermillion Wealth Management, Inc. | 303 | $26.6K | 0.01% | +3+1.0% | Added |
| Sound Income Strategies, LLC | 286 | $25.3K | 0.00% | +204+248.8% | Added |
| RWM Asset Management, LLC | 240 | $21.1K | 0.00% | +240 | New |
| Opal Wealth Advisors, LLC | 230 | $20.1K | 0.00% | +230 | New |
| Nomura Asset Management Co Ltd | 220 | $19.3K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 200 | $17.6K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 197 | $17.3K | 0.01% | +1+0.5% | Added |
| IFP Advisors, Inc | 190 | $16.7K | 0.00% | −4−2.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 160 | $14.1K | 0.00% | 00.0% | Unchanged |