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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 18,400 | $1.66M | 0.02% | −200−1.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 18,010 | $1.62M | 0.00% | −85−0.5% | Reduced |
| Jupiter Topco LLC | 17,899 | $1.61M | 0.00% | +17,899 | New |
| Fifth Third Bancorp | 17,697 | $1.59M | 0.00% | −118−0.7% | Reduced |
| Engineers Gate Manager LP | 17,622 | $1.59M | 0.02% | +5,655+47.3% | Added |
| GWM Advisors LLC | 17,147 | $1.54M | 0.00% | +834+5.1% | Added |
| Capstone Investment Advisors, LLC | 16,814 | $1.51M | 0.01% | +5,673+50.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,655 | $1.48M | 0.00% | +822+5.2% | Added |
| Focus Financial Network, Inc. | 16,358 | $1.47M | 0.05% | −587−3.5% | Reduced |
| Vanguard Global Advisers, LLC | 16,179 | $1.46M | 0.00% | −681−4.0% | Reduced |
| Holocene Advisors, LP | 15,635 | $1.41M | 0.00% | +10,654+213.9% | Added |
| Jump Financial, LLC | 15,400 | $1.39M | 0.01% | +15,400 | New |
| Natixis Advisors, L.P. | 15,032 | $1.35M | 0.00% | +2,874+23.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,010 | $1.35M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14,489 | $1.31M | 0.00% | −4,983−25.6% | Reduced |
| Man Group plc | 14,471 | $1.30M | 0.00% | −41,416−74.1% | Reduced |
| North Star Investment Management Corp. | 14,236 | $1.28M | 0.07% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 13,826 | $1.24M | 0.01% | −6,858−33.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,612 | $1.22M | 0.01% | +13,612 | New |
| O'Shaughnessy Asset Management, LLC | 13,273 | $1.19M | 0.01% | +1,677+14.5% | Added |
| Exchange Traded Concepts, LLC | 12,924 | $1.16M | 0.01% | +251+2.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,788 | $1.15M | 0.00% | +5,030+64.8% | Added |
| HighTower Advisors, LLC | 12,186 | $1.10M | 0.00% | +2,082+20.6% | Added |
| Colony Group, LLC | 12,147 | $1.09M | 0.00% | +1,545+14.6% | Added |
| Capital Fund Management S.A. | 12,038 | $1.08M | 0.01% | −1,984−14.1% | Reduced |
| Jones Financial Companies LLLP | 11,866 | $1.08M | 0.00% | +5,147+76.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 11,536 | $1.04M | 0.01% | +900+8.5% | Added |
| Amalgamated Bank | 11,199 | $1.01M | 0.01% | −757−6.3% | Reduced |
| Yousif Capital Management, LLC | 11,162 | $1.00M | 0.01% | +27+0.2% | Added |
| James Investment Research Inc | 10,631 | $956.6K | 0.10% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,544 | $949.0K | 0.01% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 10,480 | $943.0K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,419 | $937.5K | 0.00% | +60+0.6% | Added |
| Atom Investors LP | 10,370 | $933.1K | 0.08% | −42−0.4% | Reduced |
| New York State Teachers Retirement System | 10,300 | $927.0K | 0.00% | −2,205−17.6% | Reduced |
| Great Valley Advisor Group, Inc. | 10,201 | $917.9K | 0.01% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 10,139 | $912.3K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 10,082 | $907.2K | 0.01% | +10,082 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,956 | $895.8K | 0.00% | −407−3.9% | Reduced |
| Voya Investment Management LLC | 9,877 | $888.7K | 0.00% | +754+8.3% | Added |
| Vista Investment Partners LLC | 9,786 | $880.5K | 0.22% | −10.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,729 | $875.4K | 0.02% | +4,617+90.3% | Added |
| Oregon Public Employees Retirement Fund | 9,592 | $863.1K | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 9,490 | $853.9K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 8,835 | $795.0K | 0.00% | +55+0.6% | Added |
| MML Investors Services, LLC | 8,800 | $791.8K | 0.00% | +1,645+23.0% | Added |
| SEI Investments Co | 8,618 | $775.5K | 0.00% | −2,429−22.0% | Reduced |
| Bridgewater Associates, LP | 8,549 | $769.2K | 0.00% | −6,652−43.8% | Reduced |
| FMR LLC | 8,298 | $746.7K | 0.00% | +333+4.2% | Added |
| Intech Investment Management LLC | 8,249 | $742.2K | 0.01% | −1,626−16.5% | Reduced |
| NorthRock Partners, LLC | 8,215 | $739.2K | 0.01% | −9−0.1% | Reduced |
| Empowered Funds, LLC | 8,170 | $735.1K | 0.00% | +8,170 | New |
| Alerus Financial NA | 8,028 | $722.4K | 0.03% | −1,000−11.1% | Reduced |
| RMB Capital Management, LLC | 7,947 | $715.1K | 0.01% | −405−4.8% | Reduced |
| SNS Financial Group, LLC | 7,923 | $712.9K | 0.01% | +464+6.2% | Added |
| Allspring Global Investments Holdings, LLC | 7,819 | $701.1K | 0.00% | +322+4.3% | Added |
| Private Advisor Group, LLC | 7,748 | $697.1K | 0.00% | +9+0.1% | Added |
| Creative Planning | 7,596 | $683.5K | 0.00% | +575+8.2% | Added |
| Envestnet Asset Management Inc | 7,505 | $675.3K | 0.00% | +2,279+43.6% | Added |
| Foster & Motley Inc | 7,223 | $650.0K | 0.03% | −527−6.8% | Reduced |
| Exit Wealth Advisors, LLC. | 7,178 | $645.9K | 0.29% | +7,178 | New |
| Pictet Asset Management Holding SA | 7,080 | $637.1K | 0.00% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 6,924 | $623.0K | 0.05% | +130+1.9% | Added |
| D.A. Davidson & Co. | 6,767 | $608.9K | 0.00% | 00.0% | Unchanged |
| Johnson Wealth Management, LLC | 6,717 | $604.4K | 0.26% | −10−0.1% | Reduced |
| Quadrature Capital Ltd | 6,332 | $569.8K | 0.00% | +6,332 | New |
| CIBC Bancorp USA Inc. | 6,215 | $559.2K | 0.00% | +280+4.7% | Added |
| Lido Advisors, LLC | 6,203 | $558.2K | 0.00% | +787+14.5% | Added |
| Janney Montgomery Scott LLC | 6,107 | $550.0K | 0.00% | +58+1.0% | Added |
| Maryland State Retirement & Pension System | 6,110 | $549.8K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,982 | $538.3K | 0.01% | −10.0% | Reduced |
| Sterling Capital Management LLC | 5,901 | $531.0K | 0.01% | −431−6.8% | Reduced |
| Guggenheim Capital LLC | 5,858 | $527.1K | 0.00% | +59+1.0% | Added |
| Amundi | 5,840 | $525.5K | 0.00% | −2,377−28.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,628 | $506.4K | 0.01% | +603+12.0% | Added |
| RBA Wealth Management, LLC | 5,569 | $501.1K | 0.18% | −473−7.8% | Reduced |
| Greenwood Capital Associates LLC | 5,511 | $495.9K | 0.05% | −57−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 5,403 | $486.2K | 0.00% | +15+0.3% | Added |
| Bayban | 5,401 | $486.0K | 0.37% | +200+3.8% | Added |
| Inspire Advisors, LLC | 5,386 | $484.6K | 0.03% | +5,386 | New |
| Opus Capital Group, LLC | 5,266 | $474.0K | 0.05% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,243 | $471.8K | 0.00% | −251−4.6% | Reduced |
| SG Americas Securities, LLC | 5,211 | $469.0K | 0.00% | −20,293−79.6% | Reduced |
| Modern Wealth Management, LLC | 5,174 | $465.6K | 0.01% | −4−0.1% | Reduced |
| Savant Capital, LLC | 5,237 | $465.5K | 0.00% | +2,619+100.0% | Added |
| State of Wisconsin Investment Board | 5,059 | $455.2K | 0.00% | −9,692−65.7% | Reduced |
| Susquehanna International Group, LLP | 5,043 | $453.8K | 0.00% | −15,064−74.9% | Reduced |
| Hendershot Investments Inc. | 5,000 | $449.9K | 0.06% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 4,928 | $443.4K | 0.00% | +4,928 | New |
| Bravera Wealth | 4,873 | $438.5K | 0.17% | −526−9.7% | Reduced |
| Mutual of America Capital Management LLC | 4,808 | $432.6K | 0.00% | +12+0.3% | Added |
| Alternative Investment Advisors, LLC. | 4,799 | $431.8K | 0.17% | +31+0.7% | Added |
| Evolve Private Wealth, LLC | 4,789 | $430.9K | 0.03% | +17+0.4% | Added |
| Virtus ETF Advisers LLC | 4,753 | $427.7K | 0.16% | −2,101−30.7% | Reduced |
| Public Employees Retirement Association of Colorado | 4,608 | $415.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,576 | $411.7K | 0.01% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 4,560 | $410.3K | 0.12% | +4,560 | New |
| Fifth Third Wealth Advisors LLC | 4,554 | $409.8K | 0.01% | +36+0.8% | Added |
| Mercer Global Advisors Inc | 4,539 | $408.5K | 0.00% | +311+7.4% | Added |
| Valtinson Bruner Financial Planning LLC | 4,539 | $408.4K | 0.10% | −278−5.8% | Reduced |