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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 1,155 | $103.9K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 1,172 | $105.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,216 | $109.4K | 0.00% | +1,216 | New |
| KBC Group NV | 1,227 | $110.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,305 | $117.5K | 0.00% | +1+0.1% | Added |
| JNBA Financial Advisors | 1,444 | $129.9K | 0.01% | −271−15.8% | Reduced |
| DekaBank Deutsche Girozentrale | 1,526 | $130.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,546 | $139.1K | 0.01% | −16,533−91.4% | Reduced |
| Armstrong Advisory Group, Inc | 1,660 | $149.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,042 | $183.7K | 0.02% | +20+1.0% | Added |
| New Age Alpha Advisors, LLC | 2,060 | $185.4K | 0.01% | −3,186−60.7% | Reduced |
| Ensign Peak Advisors, Inc | 2,060 | $185.4K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 2,345 | $211.0K | 0.00% | +2,345 | New |
| Merit Financial Group, LLC | 2,373 | $213.5K | 0.00% | +2,373 | New |
| IHT Wealth Management, LLC | 2,399 | $215.9K | 0.00% | +77+3.3% | Added |
| Daymark Wealth Partners, LLC | 2,400 | $216.0K | 0.01% | 00.0% | Unchanged |
| Abel Hall, LLC | 2,435 | $219.1K | 0.04% | +34+1.4% | Added |
| Brady Martz Wealth Solutions, LLC | 2,456 | $221.0K | 0.03% | +2,456 | New |
| Baird Financial Group, Inc. | 2,490 | $224.1K | 0.00% | +2,490 | New |
| Virginia Retirement Systems Et Al | 2,500 | $224.9K | 0.00% | −4,154−62.4% | Reduced |
| AE Wealth Management LLC | 2,519 | $226.7K | 0.00% | +2,519 | New |
| denkapparat Operations GmbH | 2,586 | $232.7K | 0.08% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,623 | $236.0K | 0.01% | −1,613−38.1% | Reduced |
| Stifel Financial Corp | 2,652 | $238.6K | 0.00% | +32+1.2% | Added |
| Crossmark Global Holdings, Inc. | 2,665 | $239.8K | 0.00% | −100−3.6% | Reduced |
| Neuberger Berman Group LLC | 2,668 | $240.1K | 0.00% | +209+8.5% | Added |
| Compass Financial Group, INC | 2,715 | $244.3K | 0.03% | +16+0.6% | Added |
| Wealth Alliance Advisory Group, LLC | 2,779 | $250.1K | 0.04% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,796 | $251.6K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 2,798 | $251.8K | 0.06% | +2,798 | New |
| Integrity Alliance, LLC. | 2,809 | $252.8K | 0.01% | 00.0% | Unchanged |
| Convergence Financial, LLC | 2,828 | $254.5K | 0.02% | +2,828 | New |
| JustInvest LLC | 2,838 | $255.4K | 0.00% | +100+3.7% | Added |
| Buckingham Strategic Partners | 2,841 | $255.6K | 0.00% | +2,841 | New |
| CI Private Wealth, LLC | 2,862 | $257.5K | 0.00% | +426+17.5% | Added |
| GW Henssler & Associates Ltd | 2,879 | $259.1K | 0.01% | −4−0.1% | Reduced |
| Beacon Pointe Advisors, LLC | 3,049 | $274.3K | 0.00% | +20+0.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,056 | $275.0K | 0.00% | 00.0% | Unchanged |
| Mann Financial Group, Inc. | 3,129 | $281.5K | 0.24% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 3,160 | $284.3K | 0.00% | +406+14.7% | Added |
| Lifelong Wealth Advisors, Inc. | 3,164 | $284.7K | 0.07% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,244 | $292.0K | 0.02% | +561+20.9% | Added |
| Van Diest Capital, LLC | 3,374 | $303.6K | 0.27% | +3,374 | New |
| Envestnet Portfolio Solutions, Inc. | 3,398 | $305.8K | 0.00% | −303−8.2% | Reduced |
| Atlas Brown,Inc. | 3,491 | $314.1K | 0.08% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 3,497 | $314.7K | 0.08% | +23+0.7% | Added |
| First Citizens Bank & Trust Co | 3,543 | $318.8K | 0.00% | −308−8.0% | Reduced |
| Ameritas Investment Partners, Inc. | 3,550 | $319.4K | 0.01% | +328+10.2% | Added |
| Voleon Capital Management LP | 3,584 | $322.5K | 0.01% | −5,450−60.3% | Reduced |
| Toroso Investments, LLC | 3,676 | $330.8K | 0.00% | +3,676 | New |
| Chesley Taft & Associates LLC | 3,680 | $331.1K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 3,876 | $348.8K | 0.00% | +269+7.5% | Added |
| Captrust Financial Advisors | 3,967 | $357.0K | 0.00% | +300+8.2% | Added |
| Gotham Asset Management, LLC | 4,007 | $360.6K | 0.00% | −907−18.5% | Reduced |
| Tactive Advisors, LLC | 4,050 | $364.4K | 0.09% | +4,050 | New |
| Bell Bank | 4,086 | $367.7K | 0.01% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 4,088 | $367.8K | 0.04% | +4,088 | New |
| Bokf, NA | 4,167 | $374.9K | 0.01% | −39−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,193 | $377.3K | 0.00% | +702+20.1% | Added |
| Wealth Forward, LLC | 4,238 | $381.3K | 0.19% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,395 | $395.4K | 0.01% | −215−4.7% | Reduced |
| Accredited Investors Inc. | 4,436 | $399.1K | 0.02% | +29+0.7% | Added |
| Swiss Life Asset Management Ltd | 4,442 | $399.7K | 0.00% | +386+9.5% | Added |
| Valtinson Bruner Financial Planning LLC | 4,539 | $408.4K | 0.10% | −278−5.8% | Reduced |
| Mercer Global Advisors Inc | 4,539 | $408.5K | 0.00% | +311+7.4% | Added |
| Fifth Third Wealth Advisors LLC | 4,554 | $409.8K | 0.01% | +36+0.8% | Added |
| Legacy Capital Group California, Inc. | 4,560 | $410.3K | 0.12% | +4,560 | New |
| Quadrant Capital Group LLC | 4,576 | $411.7K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,608 | $415.0K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,753 | $427.7K | 0.16% | −2,101−30.7% | Reduced |
| Evolve Private Wealth, LLC | 4,789 | $430.9K | 0.03% | +17+0.4% | Added |
| Alternative Investment Advisors, LLC. | 4,799 | $431.8K | 0.17% | +31+0.7% | Added |
| Mutual of America Capital Management LLC | 4,808 | $432.6K | 0.00% | +12+0.3% | Added |
| Bravera Wealth | 4,873 | $438.5K | 0.17% | −526−9.7% | Reduced |
| Sanctuary Advisors, LLC | 4,928 | $443.4K | 0.00% | +4,928 | New |
| Hendershot Investments Inc. | 5,000 | $449.9K | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 5,043 | $453.8K | 0.00% | −15,064−74.9% | Reduced |
| State of Wisconsin Investment Board | 5,059 | $455.2K | 0.00% | −9,692−65.7% | Reduced |
| Savant Capital, LLC | 5,237 | $465.5K | 0.00% | +2,619+100.0% | Added |
| Modern Wealth Management, LLC | 5,174 | $465.6K | 0.01% | −4−0.1% | Reduced |
| SG Americas Securities, LLC | 5,211 | $469.0K | 0.00% | −20,293−79.6% | Reduced |
| Vident Advisory, LLC | 5,243 | $471.8K | 0.00% | −251−4.6% | Reduced |
| Opus Capital Group, LLC | 5,266 | $474.0K | 0.05% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 5,386 | $484.6K | 0.03% | +5,386 | New |
| Bayban | 5,401 | $486.0K | 0.37% | +200+3.8% | Added |
| The PNC Financial Services Group, Inc. | 5,403 | $486.2K | 0.00% | +15+0.3% | Added |
| Greenwood Capital Associates LLC | 5,511 | $495.9K | 0.05% | −57−1.0% | Reduced |
| RBA Wealth Management, LLC | 5,569 | $501.1K | 0.18% | −473−7.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,628 | $506.4K | 0.01% | +603+12.0% | Added |
| Amundi | 5,840 | $525.5K | 0.00% | −2,377−28.9% | Reduced |
| Guggenheim Capital LLC | 5,858 | $527.1K | 0.00% | +59+1.0% | Added |
| Sterling Capital Management LLC | 5,901 | $531.0K | 0.01% | −431−6.8% | Reduced |
| Coldstream Capital Management Inc | 5,982 | $538.3K | 0.01% | −10.0% | Reduced |
| Maryland State Retirement & Pension System | 6,110 | $549.8K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 6,107 | $550.0K | 0.00% | +58+1.0% | Added |
| Lido Advisors, LLC | 6,203 | $558.2K | 0.00% | +787+14.5% | Added |
| CIBC Bancorp USA Inc. | 6,215 | $559.2K | 0.00% | +280+4.7% | Added |
| Quadrature Capital Ltd | 6,332 | $569.8K | 0.00% | +6,332 | New |
| Johnson Wealth Management, LLC | 6,717 | $604.4K | 0.26% | −10−0.1% | Reduced |
| D.A. Davidson & Co. | 6,767 | $608.9K | 0.00% | 00.0% | Unchanged |