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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.

Institutional holdersQ1 2026: 347 institutions
Q1 2021: 174 institutionsQ2 2021: 169 institutionsQ3 2021: 199 institutionsQ4 2021: 224 institutionsQ1 2022: 235 institutionsQ2 2022: 249 institutionsQ3 2022: 266 institutionsQ4 2022: 249 institutionsQ1 2023: 256 institutionsQ2 2023: 261 institutionsQ3 2023: 277 institutionsQ4 2023: 298 institutionsQ1 2024: 304 institutionsQ2 2024: 315 institutionsQ3 2024: 328 institutionsQ4 2024: 324 institutionsQ1 2025: 334 institutionsQ2 2025: 345 institutionsQ3 2025: 345 institutionsQ4 2025: 354 institutionsQ1 2026: 347 institutionsQ2 2026: 363 institutions
Value heldQ1 2026: $2.57B
Q1 2021: $887.4MQ2 2021: $935.3MQ3 2021: $1.09BQ4 2021: $1.38BQ1 2022: $1.22BQ2 2022: $1.33BQ3 2022: $1.26BQ4 2022: $1.19BQ1 2023: $1.83BQ2 2023: $1.99BQ3 2023: $1.89BQ4 2023: $2.16BQ1 2024: $2.12BQ2 2024: $2.16BQ3 2024: $2.05BQ4 2024: $2.03BQ1 2025: $2.21BQ2 2025: $2.12BQ3 2025: $2.31BQ4 2025: $2.29BQ1 2026: $2.57BQ2 2026: $2.65B
Institutions holding OTTR and their total value by quarter
QuarterHoldersValue
Q2 2026363$2.65B
Q1 2026347$2.57B
Q4 2025354$2.29B
Q3 2025345$2.31B
Q2 2025345$2.12B
Q1 2025334$2.21B
Q4 2024324$2.03B
Q3 2024328$2.05B
Q2 2024315$2.16B
Q1 2024304$2.12B
Q4 2023298$2.16B
Q3 2023277$1.89B
Q2 2023261$1.99B
Q1 2023256$1.83B
Q4 2022249$1.19B
Q3 2022266$1.26B
Q2 2022249$1.33B
Q1 2022235$1.22B
Q4 2021224$1.38B
Q3 2021199$1.09B
Q2 2021169$935.3M
Q1 2021174$887.4M

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q4 2025.

Institutions holding OTTR in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Smartleaf Asset Management LLC124$10.6K0.00%−14−10.1%Reduced
WealthCollab, LLC119$10.4K0.00%00.0%Unchanged
Larson Financial Group LLC102$8.95K0.00%00.0%Unchanged
Bare Financial Services, Inc101$8.87K0.00%+13+14.8%Added
IAG Wealth Partners, LLC100$8.78K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.93$8.16K0.00%+51+121.4%Added
Harvest Fund Management Co., Ltd90$8.00K0.00%00.0%Unchanged
Broadwater Capital Management LLC95$7.68K0.01%00.0%Unchanged
Root Financial Partners, LLC79$6.93K0.00%+11+16.2%Added
Twin Peaks Wealth Advisors, LLC67$5.88K0.00%+67New
Brown Brothers Harriman & Co62$5.44K0.00%00.0%Unchanged
Rothschild Investment LLC62$5.44K0.00%+7+12.7%Added
Global Wealth Strategies & Associates55$4.83K0.00%00.0%Unchanged
Colonial Trust Co53$4.54K0.00%+19+55.9%Added
Versant Capital Management, Inc45$3.95K0.00%+3+7.1%Added
CVA Family Office, LLC41$3.60K0.00%+41New
Assetmark, Inc40$3.50K0.00%00.0%Unchanged
Ancora Advisors, LLC38$3.33K0.00%00.0%Unchanged
Massmutual Trust Co FSB34$2.98K0.00%00.0%Unchanged
Parkside Financial Bank & Trust33$2.90K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc28$2.46K0.00%00.0%Unchanged
JPL Wealth Management, LLC27$2.37K0.00%+27New
Fortitude Family Office, LLC26$2.28K0.00%+19+271.4%Added
JFS Wealth Advisors, LLC25$2.19K0.00%−11−30.6%Reduced
Quarry LP25$2.19K0.00%+25New
Ronald Blue Trust, Inc.24$2.11K0.00%−7−22.6%Reduced
Caitong International Asset Management Co., Ltd23$2.02K0.00%−365−94.1%Reduced
MAI Capital Management18$1.58K0.00%+18New
Bell Investment Advisors, Inc15$1.32K0.00%00.0%Unchanged
Picton Mahoney Asset Management15$1.32K0.00%00.0%Unchanged
Simplex Trading, LLC15$1.32K0.00%−384−96.2%Reduced
Archer Investment Corp12$1.05K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC12$1.01K0.00%+1+9.1%Added
SBI Securities Co., Ltd.10$8780.00%00.0%Unchanged
Essential Partners LLC8$7020.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$5270.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC6$5260.00%+3+100.0%Added
Gilpin Wealth Management, LLC4$3520.00%+1+33.3%Added
Ankerstar Wealth, LLC4$3510.00%00.0%Unchanged
Signature Equity Partners, LLC4$3510.00%00.0%Unchanged
SJS Investment Consulting Inc.3$2640.00%00.0%Unchanged
Rialto Wealth Management, LLC3$2640.00%+1+50.0%Added
HFM Investment Advisors, LLC2$1760.00%00.0%Unchanged
Hughes Financial Services, LLC2$1760.00%+1+100.0%Added
CWM Advisors, LLC1$1280.00%00.0%Unchanged
Raffa Wealth Management, LLC1$880.00%+1New
Curio Wealth, LLC1$880.00%+1New
Two Sigma Advisers, LP0$00.00%−161,100−100.0%Sold out
Buck Wealth Strategies, LLC0$00.00%−72,905−100.0%Sold out
MUFG Securities EMEA plc0$00.00%−44,000−100.0%Sold out
Wellington Management Group LLP0$00.00%−35,029−100.0%Sold out
Quest Partners LLC0$00.00%−30,566−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−25,973−100.0%Sold out
Trexquant Investment LP0$00.00%−23,894−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−16,500−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−15,313−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−9,748−100.0%Sold out
Fortis Capital Advisors, LLC0$00.00%−9,748−100.0%Sold out
Entropy Technologies, LP0$00.00%−6,567−100.0%Sold out
Jain Global LLC0$00.00%−6,210−100.0%Sold out
Cynosure Management, LLC0$00.00%−5,808−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−4,989−100.0%Sold out
Vestcor Inc0$00.00%−4,969−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−4,410−100.0%Sold out
Secure Asset Management, LLC0$00.00%−4,246−100.0%Sold out
Jump Financial, LLC0$00.00%−4,115−100.0%Sold out
Profund Advisors LLC0$00.00%−3,600−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−2,496−100.0%Sold out
Bangor Savings Bank0$00.00%−2,400−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−1,856−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−1,317−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−510−100.0%Sold out
Independence Bank of Kentucky0$00.00%−200−100.0%Sold out
NBC Securities, Inc.0$00.00%−80−100.0%Sold out
Concord Wealth Partners0$00.00%−39−100.0%Sold out
Measured Wealth Private Client Group, LLC0$00.00%−19−100.0%Sold out
Dunhill Financial, LLC0$00.00%−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