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Livermore
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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, Q2 2026

Institutional positions in Otter Tail Corp as of Jun 30, 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
363
+20 vs. Q1 2026
Shares held
29.4M
+215.8K (+0.7%) vs. Q1 2026
Total value
$2.65B
+$84.6M (+3.3%) vs. Q1 2026
New holders
48
143 more added
Sold out
28
103 more reduced

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 363 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 heldQ2 2026: $2.65B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q1 2026.

Institutions holding OTTR in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.5$00.00%+5New
Navigoe, LLC1$00.00%+1New
Raffa Wealth Management, LLC1$900.00%00.0%Unchanged
DecisionPoint Financial, LLC1$900.00%+1New
Davis Capital Management2$1800.00%+2New
LRI Investments, LLC2$1800.00%+2New
Hughes Financial Services, LLC3$2700.00%+1+50.0%Added
Creative Financial Designs Inc3$2700.00%+3New
Gilpin Wealth Management, LLC4$3600.00%00.0%Unchanged
Ankerstar Wealth, LLC4$3600.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC5$4500.00%−1−16.7%Reduced
Fulcrum Asset Management LLP6$5330.00%+6New
DiNuzzo Private Wealth, Inc.6$5400.00%00.0%Unchanged
HFM Investment Advisors, LLC7$6300.00%+5+250.0%Added
Essential Partners LLC8$7200.00%00.0%Unchanged
Creative Capital Management Investments LLC10$9000.00%+10New
Action Point Financial Planning, LLC10$9000.00%+10New
Rialto Wealth Management, LLC11$9900.00%+8+266.7%Added
Spectrum Wealth Advisory Group, LLC11$9900.00%+11New
Caitlin John, LLC11$9900.00%+11New
Glen Eagle Advisors, LLC12$1.05K0.00%00.0%Unchanged
Archer Investment Corp12$1.08K0.00%00.0%Unchanged
Bell Investment Advisors, Inc15$1.35K0.00%00.0%Unchanged
Clearstead Advisors, LLC21$1.89K0.00%+21New
Fortitude Family Office, LLC23$2.07K0.00%−3−11.5%Reduced
Quarry LP23$2.07K0.00%−2−8.0%Reduced
SBI Securities Co., Ltd.25$2.25K0.00%+15+150.0%Added
JPL Wealth Management, LLC27$2.43K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc28$2.52K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd32$2.88K0.00%+9+39.1%Added
Parkside Financial Bank & Trust33$2.97K0.00%00.0%Unchanged
Massmutual Trust Co FSB34$3.06K0.00%00.0%Unchanged
SJS Investment Consulting Inc.34$3.06K0.00%+31+1,033.3%Added
Ancora Advisors, LLC38$3.42K0.00%00.0%Unchanged
Assetmark, Inc40$3.59K0.00%00.0%Unchanged
Versant Capital Management, Inc45$4.05K0.00%00.0%Unchanged
Colonial Trust Co53$4.71K0.00%00.0%Unchanged
CVA Family Office, LLC55$4.95K0.00%+14+34.1%Added
WealthCollab, LLC58$5.22K0.00%−61−51.3%Reduced
Brown Brothers Harriman & Co62$5.58K0.00%00.0%Unchanged
Rothschild Investment LLC68$6.12K0.00%+6+9.7%Added
JFS Wealth Advisors, LLC79$7.11K0.00%+54+216.0%Added
Harvest Fund Management Co., Ltd90$8.00K0.00%00.0%Unchanged
Larson Financial Group LLC90$8.10K0.00%−12−11.8%Reduced
Keating Financial Advisory Services, Inc.94$8.46K0.00%+1+1.1%Added
Broadwater Capital Management LLC95$8.55K0.01%00.0%Unchanged
Simplex Trading, LLC103$9.27K0.00%+88+586.7%Added
Signature Equity Partners, LLC105$9.45K0.00%+101+2,525.0%Added
Smartleaf Asset Management LLC124$11.0K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC165$14.9K0.00%+5+3.1%Added
Bare Financial Services, Inc182$16.4K0.00%+81+80.2%Added
Optiver Holding B.V.194$17.5K0.00%+194New
Smallwood Wealth Investment Management, LLC198$17.9K0.01%+1+0.5%Added
N.E.W. Advisory Services LLC200$18.0K0.00%00.0%Unchanged
IFP Advisors, Inc267$24.0K0.00%+77+40.5%Added
Security National Bank of Sioux City Iowa300$27.0K0.01%+300New
Bessemer Group Inc300$27.0K0.00%−108−26.5%Reduced
Vermillion Wealth Management, Inc.302$27.2K0.01%−1−0.3%Reduced
Kemnay Advisory Services Inc.307$27.6K0.00%−34−10.0%Reduced
Parallel Advisors, LLC311$28.0K0.00%+311New
Harbor Capital Advisors, Inc.310$28.0K0.00%−15−4.6%Reduced
Salomon & Ludwin, LLC335$30.0K0.00%−61−15.4%Reduced
West Financial Advisors, LLC334$30.1K0.00%00.0%Unchanged
HighMark Wealth Management LLC340$30.6K0.01%+2+0.6%Added
Cherry Tree Wealth Management, LLC341$30.7K0.01%−113−24.9%Reduced
MJT & Associates Financial Advisory Group, Inc.420$37.8K0.02%00.0%Unchanged
Chilton Capital Management LLC426$38.3K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC466$41.9K0.00%+466New
SHP Wealth Management500$45.0K0.00%00.0%Unchanged
Asset Planning,Inc500$45.0K0.03%00.0%Unchanged
Birchwood Financial Partners, Inc.500$45.0K0.04%00.0%Unchanged
EverSource Wealth Advisors, LLC504$45.4K0.00%+111+28.2%Added
Bayforest Capital Ltd550$49.5K0.05%+550New
C M Bidwell & Associates Ltd561$50.5K0.02%00.0%Unchanged
Continuum Advisory, LLC574$51.6K0.00%+574New
Costello Asset Management, INC619$55.7K0.02%+1+0.2%Added
AdvisorNet Financial, Inc650$58.5K0.00%00.0%Unchanged
Umb Bank N A661$59.5K0.00%+12+1.8%Added
High Note Wealth, LLC677$60.9K0.01%00.0%Unchanged
Public Employees Retirement System of Ohio699$62.9K0.00%+35+5.3%Added
Hantz Financial Services, Inc.717$65.0K0.00%+15+2.1%Added
Geneos Wealth Management Inc.742$66.8K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.768$69.1K0.00%+372+93.9%Added
TFC Financial Management773$69.6K0.01%+773New
STRS Ohio800$72.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC801$72.1K0.00%−266−24.9%Reduced
Rockefeller Capital Management L.P.811$73.0K0.00%−555−40.6%Reduced
GAMMA Investing LLC835$75.1K0.00%+96+13.0%Added
USA Financial Formulas870$78.3K0.01%+870New
Trust Co of Vermont904$81.3K0.00%+904New
Farther Finance Advisors, LLC972$87.5K0.00%−151−13.4%Reduced
Hussman Strategic Advisors, Inc.1,000$90.0K0.02%00.0%Unchanged
Johnson Financial Group, Inc.1,000$90.0K0.00%+1,000New
International Assets Investment Management, LLC1,021$91.6K0.01%+6+0.6%Added
Covestor Ltd1,032$93.0K0.05%−152−12.8%Reduced
Northwestern Mutual Wealth Management Co1,091$98.2K0.00%+155+16.6%Added
Crews Bank & Trust1,092$98.3K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)1,119$100.7K0.00%−2,628−70.1%Reduced
Signaturefd, LLC1,124$101.1K0.00%+9+0.8%Added
Abound Wealth Management1,149$103.3K0.02%−2−0.2%Reduced