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 |
|---|---|---|---|---|---|
| Linden Thomas Advisory Services, LLC | 44,579 | $4.01M | 0.32% | +21,916+96.7% | Added |
| UBS Asset Management Americas Inc | 46,061 | $4.14M | 0.00% | −48,510−51.3% | Reduced |
| Barclays PLC | 47,891 | $4.31M | 0.00% | +4,579+10.6% | Added |
| Whittier Trust Co of Nevada Inc | 49,054 | $4.46M | 0.08% | +119+0.2% | Added |
| Citigroup Inc | 50,314 | $4.53M | 0.00% | +15,819+45.9% | Added |
| Tudor Investment Corp Et Al | 52,639 | $4.74M | 0.02% | −33,227−38.7% | Reduced |
| BNP Paribas Arbitrage, SA | 54,910 | $4.94M | 0.00% | −7,238−11.6% | Reduced |
| Squarepoint Ops LLC | 55,880 | $5.03M | 0.01% | −5,747−9.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 57,071 | $5.14M | 0.01% | +11,678+25.7% | Added |
| Raymond James Financial Inc | 59,697 | $5.37M | 0.00% | +16,952+39.7% | Added |
| Wells Fargo & Company | 67,333 | $6.06M | 0.00% | +18,856+38.9% | Added |
| Prudential Financial Inc | 68,569 | $6.17M | 0.01% | −1,050−1.5% | Reduced |
| New York State Common Retirement Fund | 70,882 | $6.38M | 0.01% | +1,600+2.3% | Added |
| Millennium Management LLC | 71,147 | $6.40M | 0.00% | −59,064−45.4% | Reduced |
| Qube Research & Technologies Ltd | 72,311 | $6.51M | 0.01% | −195,543−73.0% | Reduced |
| Phocas Financial Corp. | 72,681 | $6.54M | 0.91% | −3,802−5.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 75,539 | $6.80M | 0.01% | −116−0.2% | Reduced |
| Swiss National Bank | 75,800 | $6.82M | 0.00% | +1,400+1.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 78,855 | $7.10M | 0.01% | −3,113−3.8% | Reduced |
| ProShare Advisors LLC | 80,928 | $7.28M | 0.01% | +6,039+8.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 83,053 | $7.47M | 0.02% | +2,700+3.4% | Added |
| Denali Advisors LLC | 85,102 | $7.66M | 0.77% | −4,807−5.3% | Reduced |
| Legal & General Group Plc | 85,285 | $7.67M | 0.00% | −8,792−9.3% | Reduced |
| Contravisory Investment Management, Inc. | 86,441 | $7.78M | 1.37% | +86,441 | New |
| American Century Companies Inc | 86,785 | $7.81M | 0.00% | +23,303+36.7% | Added |
| Franklin Resources Inc | 90,522 | $8.15M | 0.00% | −21,550−19.2% | Reduced |
| LPL Financial LLC | 95,971 | $8.64M | 0.00% | +37,533+64.2% | Added |
| Ameriprise Financial Inc | 97,439 | $8.77M | 0.00% | +1,690+1.8% | Added |
| Whittier Trust Co | 98,904 | $8.95M | 0.09% | −108−0.1% | Reduced |
| US Bancorp | 100,662 | $9.06M | 0.01% | −10,149−9.2% | Reduced |
| Rhumbline Advisers | 104,092 | $9.37M | 0.01% | +5,163+5.2% | Added |
| Bank & Trust Co | 119,641 | $10.8M | 6.79% | +405+0.3% | Added |
| UBS Group AG | 135,671 | $12.2M | 0.00% | −20,882−13.3% | Reduced |
| Federated Hermes, Inc. | 174,664 | $15.7M | 0.02% | +7,099+4.2% | Added |
| Royal Bank of Canada | 185,376 | $16.7M | 0.00% | +7,215+4.0% | Added |
| Public Sector Pension Investment Board | 195,071 | $17.6M | 0.05% | −3,589−1.8% | Reduced |
| Invesco Ltd. | 199,684 | $18.0M | 0.00% | −25,489−11.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 210,546 | $18.9M | 0.03% | −131,454−38.4% | Reduced |
| Principal Financial Group Inc | 233,558 | $21.0M | 0.01% | +1,669+0.7% | Added |
| Goldman Sachs Group Inc | 249,295 | $22.4M | 0.00% | −236,056−48.6% | Reduced |
| Price T Rowe Associates Inc | 260,050 | $23.4M | 0.00% | +127,580+96.3% | Added |
| Gamco Investors, Inc. Et Al | 264,798 | $23.8M | 0.21% | −20.0% | Reduced |
| Nuveen, LLC | 268,456 | $24.2M | 0.01% | +79,228+41.9% | Added |
| Victory Capital Management Inc | 276,060 | $24.8M | 0.01% | +23,684+9.4% | Added |
| Vanguard Fiduciary Trust Co | 278,778 | $25.1M | 0.01% | +6,370+2.3% | Added |
| Bank of America Corp | 312,589 | $28.1M | 0.00% | −23,894−7.1% | Reduced |
| JPMorgan Chase & Co | 315,978 | $28.3M | 0.00% | −23,655−7.0% | Reduced |
| Bank of New York Mellon Corp | 358,275 | $32.2M | 0.01% | +7,667+2.2% | Added |
| D. E. Shaw & Co., Inc. | 447,021 | $40.2M | 0.02% | +47,595+11.9% | Added |
| Northern Trust Corp | 453,446 | $40.8M | 0.00% | +21,434+5.0% | Added |
| Gabelli Funds LLC | 462,200 | $41.6M | 0.27% | −5,000−1.1% | Reduced |
| Charles Schwab Investment Management Inc | 519,756 | $46.8M | 0.01% | −4,365−0.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 539,873 | $48.6M | 0.07% | −30,060−5.3% | Reduced |
| First Trust Advisors LP | 637,043 | $57.3M | 0.03% | +30,539+5.0% | Added |
| Two Sigma Investments, LP | 725,769 | $65.3M | 0.05% | +62,835+9.5% | Added |
| Dimensional Fund Advisors LP | 828,016 | $74.5M | 0.01% | +12,775+1.6% | Added |
| Morgan Stanley | 885,376 | $79.7M | 0.00% | +230,942+35.3% | Added |
| Geode Capital Management, LLC | 1,112,886 | $100.2M | 0.01% | +57,999+5.5% | Added |
| LSV Asset Management | 1,186,461 | $106.8M | 0.19% | +143,548+13.8% | Added |
| State Street Corp | 1,645,782 | $148.1M | 0.00% | +76,434+4.9% | Added |
| Vanguard Capital Management LLC | 1,891,243 | $170.2M | 0.00% | +25,530+1.4% | Added |
| Vanguard Portfolio Management LLC | 2,996,322 | $269.6M | 0.01% | +49,138+1.7% | Added |
| BlackRock, Inc. | 6,557,596 | $590.1M | 0.01% | +133,222+2.1% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −117,441−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −95,162−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −78,965−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −24,800−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −17,067−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −11,693−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −10,950−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −9,001−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −5,505−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −4,714−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,928−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −3,285−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −2,683−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,499−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −823−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| IAG Wealth Partners, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| USA Financial Portformulas Corp | – | – | – | – | Not filed |