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 |
|---|---|---|---|---|---|
| Infrastructure Capital Advisors, LLC | 6,924 | $623.0K | 0.05% | +130+1.9% | Added |
| Pictet Asset Management Holding SA | 7,080 | $637.1K | 0.00% | 00.0% | Unchanged |
| Exit Wealth Advisors, LLC. | 7,178 | $645.9K | 0.29% | +7,178 | New |
| Foster & Motley Inc | 7,223 | $650.0K | 0.03% | −527−6.8% | Reduced |
| Envestnet Asset Management Inc | 7,505 | $675.3K | 0.00% | +2,279+43.6% | Added |
| Creative Planning | 7,596 | $683.5K | 0.00% | +575+8.2% | Added |
| Private Advisor Group, LLC | 7,748 | $697.1K | 0.00% | +9+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 7,819 | $701.1K | 0.00% | +322+4.3% | Added |
| SNS Financial Group, LLC | 7,923 | $712.9K | 0.01% | +464+6.2% | Added |
| RMB Capital Management, LLC | 7,947 | $715.1K | 0.01% | −405−4.8% | Reduced |
| Alerus Financial NA | 8,028 | $722.4K | 0.03% | −1,000−11.1% | Reduced |
| Empowered Funds, LLC | 8,170 | $735.1K | 0.00% | +8,170 | New |
| NorthRock Partners, LLC | 8,215 | $739.2K | 0.01% | −9−0.1% | Reduced |
| Intech Investment Management LLC | 8,249 | $742.2K | 0.01% | −1,626−16.5% | Reduced |
| FMR LLC | 8,298 | $746.7K | 0.00% | +333+4.2% | Added |
| Bridgewater Associates, LP | 8,549 | $769.2K | 0.00% | −6,652−43.8% | Reduced |
| SEI Investments Co | 8,618 | $775.5K | 0.00% | −2,429−22.0% | Reduced |
| MML Investors Services, LLC | 8,800 | $791.8K | 0.00% | +1,645+23.0% | Added |
| Bank of Montreal | 8,835 | $795.0K | 0.00% | +55+0.6% | Added |
| State of Tennessee, Treasury Department | 9,490 | $853.9K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 9,592 | $863.1K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 9,729 | $875.4K | 0.02% | +4,617+90.3% | Added |
| Vista Investment Partners LLC | 9,786 | $880.5K | 0.22% | −10.0% | Reduced |
| Voya Investment Management LLC | 9,877 | $888.7K | 0.00% | +754+8.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,956 | $895.8K | 0.00% | −407−3.9% | Reduced |
| Jefferies Financial Group Inc. | 10,082 | $907.2K | 0.01% | +10,082 | New |
| Vanguard Investments Australia, Ltd. | 10,139 | $912.3K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 10,201 | $917.9K | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 10,300 | $927.0K | 0.00% | −2,205−17.6% | Reduced |
| Atom Investors LP | 10,370 | $933.1K | 0.08% | −42−0.4% | Reduced |
| Arizona State Retirement System | 10,419 | $937.5K | 0.00% | +60+0.6% | Added |
| Eagle Global Advisors LLC | 10,480 | $943.0K | 0.03% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,544 | $949.0K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 10,631 | $956.6K | 0.10% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 11,162 | $1.00M | 0.01% | +27+0.2% | Added |
| Amalgamated Bank | 11,199 | $1.01M | 0.01% | −757−6.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,536 | $1.04M | 0.01% | +900+8.5% | Added |
| Jones Financial Companies LLLP | 11,866 | $1.08M | 0.00% | +5,147+76.6% | Added |
| Capital Fund Management S.A. | 12,038 | $1.08M | 0.01% | −1,984−14.1% | Reduced |
| Colony Group, LLC | 12,147 | $1.09M | 0.00% | +1,545+14.6% | Added |
| HighTower Advisors, LLC | 12,186 | $1.10M | 0.00% | +2,082+20.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,788 | $1.15M | 0.00% | +5,030+64.8% | Added |
| Exchange Traded Concepts, LLC | 12,924 | $1.16M | 0.01% | +251+2.0% | Added |
| O'Shaughnessy Asset Management, LLC | 13,273 | $1.19M | 0.01% | +1,677+14.5% | Added |
| Schonfeld Strategic Advisors LLC | 13,612 | $1.22M | 0.01% | +13,612 | New |
| State of Alaska, Department of Revenue | 13,826 | $1.24M | 0.01% | −6,858−33.2% | Reduced |
| North Star Investment Management Corp. | 14,236 | $1.28M | 0.07% | 00.0% | Unchanged |
| Man Group plc | 14,471 | $1.30M | 0.00% | −41,416−74.1% | Reduced |
| Advisor Group Holdings, Inc. | 14,489 | $1.31M | 0.00% | −4,983−25.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,010 | $1.35M | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 15,032 | $1.35M | 0.00% | +2,874+23.6% | Added |
| Jump Financial, LLC | 15,400 | $1.39M | 0.01% | +15,400 | New |
| Holocene Advisors, LP | 15,635 | $1.41M | 0.00% | +10,654+213.9% | Added |
| Vanguard Global Advisers, LLC | 16,179 | $1.46M | 0.00% | −681−4.0% | Reduced |
| Focus Financial Network, Inc. | 16,358 | $1.47M | 0.05% | −587−3.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,655 | $1.48M | 0.00% | +822+5.2% | Added |
| Capstone Investment Advisors, LLC | 16,814 | $1.51M | 0.01% | +5,673+50.9% | Added |
| GWM Advisors LLC | 17,147 | $1.54M | 0.00% | +834+5.1% | Added |
| Engineers Gate Manager LP | 17,622 | $1.59M | 0.02% | +5,655+47.3% | Added |
| Fifth Third Bancorp | 17,697 | $1.59M | 0.00% | −118−0.7% | Reduced |
| Jupiter Topco LLC | 17,899 | $1.61M | 0.00% | +17,899 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 18,010 | $1.62M | 0.00% | −85−0.5% | Reduced |
| Louisiana State Employees Retirement System | 18,400 | $1.66M | 0.02% | −200−1.1% | Reduced |
| Quantinno Capital Management LP | 18,604 | $1.67M | 0.00% | +3,856+26.1% | Added |
| Manufacturers Life Insurance Company, The | 19,564 | $1.76M | 0.00% | +1,656+9.2% | Added |
| Occudo Quantitative Strategies LP | 19,692 | $1.77M | 0.09% | +19,692 | New |
| State of New Jersey Common Pension Fund D | 19,771 | $1.78M | 0.01% | −6,198−23.9% | Reduced |
| Winton Group Ltd | 19,946 | $1.79M | 0.06% | +5,325+36.4% | Added |
| Russell Investments Group, Ltd. | 20,315 | $1.83M | 0.00% | +16,900+494.9% | Added |
| Illinois Municipal Retirement Fund | 20,979 | $1.89M | 0.02% | −19−0.1% | Reduced |
| Alps Advisors Inc | 21,276 | $1.91M | 0.01% | +569+2.7% | Added |
| State Board of Administration of Florida Retirement System | 22,029 | $1.98M | 0.00% | +1,130+5.4% | Added |
| OneAscent Financial Services LLC | 22,625 | $2.04M | 0.10% | −2,393−9.6% | Reduced |
| MetLife Investment Management | 22,779 | $2.05M | 0.01% | +1,512+7.1% | Added |
| Voloridge Investment Management, LLC | 23,067 | $2.08M | 0.01% | −67,372−74.5% | Reduced |
| Advisors Asset Management, Inc. | 23,141 | $2.08M | 0.03% | +1,837+8.6% | Added |
| Renaissance Technologies LLC | 23,310 | $2.10M | 0.00% | +16,700+252.6% | Added |
| John G Ullman & Associates Inc | 25,450 | $2.29M | 0.28% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 25,768 | $2.32M | 0.00% | −1,097−4.1% | Reduced |
| Mariner, LLC | 26,469 | $2.38M | 0.00% | +124+0.5% | Added |
| PDT Partners, LLC | 27,000 | $2.43M | 0.13% | +6,400+31.1% | Added |
| Cetera Investment Advisers | 28,242 | $2.54M | 0.00% | +10,358+57.9% | Added |
| CWM Advisors, LLC | 28,393 | $2.55M | 0.10% | +28,392+2,839,200.0% | Added |
| AQR Capital Management LLC | 29,182 | $2.63M | 0.00% | +7,145+32.4% | Added |
| XTX Topco Ltd | 29,860 | $2.69M | 0.03% | −13,963−31.9% | Reduced |
| Nomura Asset Management International Inc. | 31,200 | $2.81M | 0.00% | +31,200 | New |
| Financial Engines Advisors L.L.C. | 31,490 | $2.83M | 0.01% | −434−1.4% | Reduced |
| Royce & Associates LP | 31,715 | $2.85M | 0.02% | +180+0.6% | Added |
| First Manhattan Co | 33,349 | $3.00M | 0.01% | −452−1.3% | Reduced |
| Great West Life Assurance Co | 33,415 | $3.01M | 0.00% | −880−2.6% | Reduced |
| Vanguard Asset Management, Ltd | 35,292 | $3.18M | 0.00% | +5,929+20.2% | Added |
| Citadel Advisors LLC | 36,053 | $3.24M | 0.00% | −15,149−29.6% | Reduced |
| Benjamin Edwards Inc | 40,275 | $3.62M | 0.03% | +1,046+2.7% | Added |
| CBOE Vest Financial, LLC | 42,523 | $3.83M | 0.04% | +1,469+3.6% | Added |
| Thrivent Financial for Lutherans | 42,882 | $3.86M | 0.01% | +632+1.5% | Added |
| California State Teachers Retirement System | 43,201 | $3.89M | 0.00% | −1,303−2.9% | Reduced |
| Palisades Investment Partners, LLC | 43,583 | $3.92M | 1.12% | −786−1.8% | Reduced |
| Deutsche Bank AG | 43,790 | $3.94M | 0.00% | +4,981+12.8% | Added |
| Martingale Asset Management L P | 43,830 | $3.94M | 0.09% | +4,099+10.3% | Added |
| Alliancebernstein L.P. | 44,983 | $3.95M | 0.00% | +3,260+7.8% | Added |