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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 4,442 | $399.7K | 0.00% | +386+9.5% | Added |
| Accredited Investors Inc. | 4,436 | $399.1K | 0.02% | +29+0.7% | Added |
| Harbour Investments, Inc. | 4,395 | $395.4K | 0.01% | −215−4.7% | Reduced |
| Wealth Forward, LLC | 4,238 | $381.3K | 0.19% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,193 | $377.3K | 0.00% | +702+20.1% | Added |
| Bokf, NA | 4,167 | $374.9K | 0.01% | −39−0.9% | Reduced |
| Mirabella Financial Services LLP | 4,088 | $367.8K | 0.04% | +4,088 | New |
| Bell Bank | 4,086 | $367.7K | 0.01% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 4,050 | $364.4K | 0.09% | +4,050 | New |
| Gotham Asset Management, LLC | 4,007 | $360.6K | 0.00% | −907−18.5% | Reduced |
| Captrust Financial Advisors | 3,967 | $357.0K | 0.00% | +300+8.2% | Added |
| Xponance, Inc. | 3,876 | $348.8K | 0.00% | +269+7.5% | Added |
| Chesley Taft & Associates LLC | 3,680 | $331.1K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,676 | $330.8K | 0.00% | +3,676 | New |
| Voleon Capital Management LP | 3,584 | $322.5K | 0.01% | −5,450−60.3% | Reduced |
| Ameritas Investment Partners, Inc. | 3,550 | $319.4K | 0.01% | +328+10.2% | Added |
| First Citizens Bank & Trust Co | 3,543 | $318.8K | 0.00% | −308−8.0% | Reduced |
| Ifrah Financial Services, Inc. | 3,497 | $314.7K | 0.08% | +23+0.7% | Added |
| Atlas Brown,Inc. | 3,491 | $314.1K | 0.08% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,398 | $305.8K | 0.00% | −303−8.2% | Reduced |
| Van Diest Capital, LLC | 3,374 | $303.6K | 0.27% | +3,374 | New |
| Gsa Capital Partners LLP | 3,244 | $292.0K | 0.02% | +561+20.9% | Added |
| Lifelong Wealth Advisors, Inc. | 3,164 | $284.7K | 0.07% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 3,160 | $284.3K | 0.00% | +406+14.7% | Added |
| Mann Financial Group, Inc. | 3,129 | $281.5K | 0.24% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 3,056 | $275.0K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 3,049 | $274.3K | 0.00% | +20+0.7% | Added |
| GW Henssler & Associates Ltd | 2,879 | $259.1K | 0.01% | −4−0.1% | Reduced |
| CI Private Wealth, LLC | 2,862 | $257.5K | 0.00% | +426+17.5% | Added |
| Buckingham Strategic Partners | 2,841 | $255.6K | 0.00% | +2,841 | New |
| JustInvest LLC | 2,838 | $255.4K | 0.00% | +100+3.7% | Added |
| Convergence Financial, LLC | 2,828 | $254.5K | 0.02% | +2,828 | New |
| Integrity Alliance, LLC. | 2,809 | $252.8K | 0.01% | 00.0% | Unchanged |
| Inceptionr LLC | 2,798 | $251.8K | 0.06% | +2,798 | New |
| CIBC Asset Management Inc | 2,796 | $251.6K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,779 | $250.1K | 0.04% | 00.0% | Unchanged |
| Compass Financial Group, INC | 2,715 | $244.3K | 0.03% | +16+0.6% | Added |
| Neuberger Berman Group LLC | 2,668 | $240.1K | 0.00% | +209+8.5% | Added |
| Crossmark Global Holdings, Inc. | 2,665 | $239.8K | 0.00% | −100−3.6% | Reduced |
| Stifel Financial Corp | 2,652 | $238.6K | 0.00% | +32+1.2% | Added |
| Independent Advisor Alliance | 2,623 | $236.0K | 0.01% | −1,613−38.1% | Reduced |
| denkapparat Operations GmbH | 2,586 | $232.7K | 0.08% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,519 | $226.7K | 0.00% | +2,519 | New |
| Virginia Retirement Systems Et Al | 2,500 | $224.9K | 0.00% | −4,154−62.4% | Reduced |
| Baird Financial Group, Inc. | 2,490 | $224.1K | 0.00% | +2,490 | New |
| Brady Martz Wealth Solutions, LLC | 2,456 | $221.0K | 0.03% | +2,456 | New |
| Abel Hall, LLC | 2,435 | $219.1K | 0.04% | +34+1.4% | Added |
| Daymark Wealth Partners, LLC | 2,400 | $216.0K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,399 | $215.9K | 0.00% | +77+3.3% | Added |
| Merit Financial Group, LLC | 2,373 | $213.5K | 0.00% | +2,373 | New |
| Vise Technologies, Inc. | 2,345 | $211.0K | 0.00% | +2,345 | New |
| 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 |
| Pinnacle Wealth Planning Services, Inc. | 2,042 | $183.7K | 0.02% | +20+1.0% | Added |
| Armstrong Advisory Group, Inc | 1,660 | $149.4K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,546 | $139.1K | 0.01% | −16,533−91.4% | Reduced |
| DekaBank Deutsche Girozentrale | 1,526 | $130.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,444 | $129.9K | 0.01% | −271−15.8% | Reduced |
| Allworth Financial LP | 1,305 | $117.5K | 0.00% | +1+0.1% | Added |
| KBC Group NV | 1,227 | $110.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,216 | $109.4K | 0.00% | +1,216 | New |
| HM Payson & Co | 1,172 | $105.5K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,155 | $103.9K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 1,149 | $103.3K | 0.02% | −2−0.2% | Reduced |
| Signaturefd, LLC | 1,124 | $101.1K | 0.00% | +9+0.8% | Added |
| Tower Research Capital LLC (TRC) | 1,119 | $100.7K | 0.00% | −2,628−70.1% | Reduced |
| Crews Bank & Trust | 1,092 | $98.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,091 | $98.2K | 0.00% | +155+16.6% | Added |
| Covestor Ltd | 1,032 | $93.0K | 0.05% | −152−12.8% | Reduced |
| International Assets Investment Management, LLC | 1,021 | $91.6K | 0.01% | +6+0.6% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $90.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,000 | $90.0K | 0.00% | +1,000 | New |
| Farther Finance Advisors, LLC | 972 | $87.5K | 0.00% | −151−13.4% | Reduced |
| Trust Co of Vermont | 904 | $81.3K | 0.00% | +904 | New |
| USA Financial Formulas | 870 | $78.3K | 0.01% | +870 | New |
| GAMMA Investing LLC | 835 | $75.1K | 0.00% | +96+13.0% | Added |
| Rockefeller Capital Management L.P. | 811 | $73.0K | 0.00% | −555−40.6% | Reduced |
| Nisa Investment Advisors, LLC | 801 | $72.1K | 0.00% | −266−24.9% | Reduced |
| STRS Ohio | 800 | $72.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 773 | $69.6K | 0.01% | +773 | New |
| SRS Capital Advisors, Inc. | 768 | $69.1K | 0.00% | +372+93.9% | Added |
| Geneos Wealth Management Inc. | 742 | $66.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 717 | $65.0K | 0.00% | +15+2.1% | Added |
| Public Employees Retirement System of Ohio | 699 | $62.9K | 0.00% | +35+5.3% | Added |
| High Note Wealth, LLC | 677 | $60.9K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 661 | $59.5K | 0.00% | +12+1.8% | Added |
| AdvisorNet Financial, Inc | 650 | $58.5K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 619 | $55.7K | 0.02% | +1+0.2% | Added |
| Continuum Advisory, LLC | 574 | $51.6K | 0.00% | +574 | New |
| C M Bidwell & Associates Ltd | 561 | $50.5K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 550 | $49.5K | 0.05% | +550 | New |
| EverSource Wealth Advisors, LLC | 504 | $45.4K | 0.00% | +111+28.2% | Added |
| SHP Wealth Management | 500 | $45.0K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 500 | $45.0K | 0.03% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 500 | $45.0K | 0.04% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 466 | $41.9K | 0.00% | +466 | New |
| Chilton Capital Management LLC | 426 | $38.3K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 420 | $37.8K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 341 | $30.7K | 0.01% | −113−24.9% | Reduced |
| HighMark Wealth Management LLC | 340 | $30.6K | 0.01% | +2+0.6% | Added |