Otter TailOTTR
13F holders, Q1 2024 (March 31)302holders
7famous investors
$86.36avg. 13F price*
At the end of Q1 2024, 302 institutions reported holding Otter Tail Corp. (OTTR) in their 13F filings. The largest holders were BlackRock Inc. ($563.0M), Vanguard Group Inc. ($452.6M) and State Street Corp. ($136.4M). 7 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Otter Tail Corp.
- CUSIP
- 689648103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $27.4M |
| Exits | 32 | $20.3M |
Ownership 302 holders
| BlackRock Inc. | 0.01% | Reduce -0.9% | 6,516,750 | $563.0M |
| Vanguard Group Inc. | 0.01% | Add +3.9% | 5,238,510 | $452.6M |
| State Street Corp. | 0.01% | Add +2.5% | 1,578,863 | $136.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.5% | 1,031,567 | $89.1M |
| Geode Capital Management, LLC | 0.01% | Add +5.5% | 966,288 | $83.5M |
| Fuller & Thaler Asset Management, Inc. | 0.27% | Add +0.3% | 717,858 | $62.0M |
| Northern Trust Corp. | 0.01% | Reduce -7.8% | 582,157 | $50.3M |
| Gabelli Funds LLC | 0.34% | Reduce -5.6% | 532,200 | $46.0M |
| Morgan Stanley | 0.00% | Add +5.3% | 493,743 | $42.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.6% | 485,698 | $42.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.2% | 430,143 | $37.2M |
| GAMCO Investors | 0.24% | Reduce -2.2% | 274,342 | $23.7M |
| Principal Financial Group Inc. | 0.01% | Add +1.9% | 235,102 | $20.3M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -41.3% | 231,536 | $20.0M |
| Citadel Advisors | 0.02% | Add +88.9% | 216,947 | $18.7M |
| Invesco Ltd. | 0.00% | Add +5.7% | 211,404 | $18.3M |
| Millennium Management | 0.02% | Add +267.2% | 205,593 | $17.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.5% | 151,829 | $13.2M |
| Federated Hermes, Inc. | 0.03% | Reduce -3.6% | 138,077 | $11.9M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -4.3% | 136,780 | $11.8M |
| Bank of America Corp. | 0.00% | Reduce -15.0% | 136,765 | $11.8M |
| Legal & General Group Plc | 0.00% | Add +1.2% | 116,881 | $10.1M |
| Phocas Financial Corp. | 1.08% | Reduce -2.5% | 110,594 | $9.6M |
| Rhumbline Advisers | 0.01% | Reduce -3.5% | 110,283 | $9.5M |
| JPMorgan Chase & Co. | 0.00% | Add +8.0% | 102,457 | $8.9M |
| Royal Bank of Canada | 0.00% | Reduce -7.6% | 93,952 | $8.1M |
| ProShare Advisors LLC | 0.02% | Reduce -13.8% | 91,152 | $7.9M |
| LSV Asset Management | 0.02% | Reduce -51.6% | 89,000 | $7.7M |
| Public Sector Pension Investment Board | 0.05% | Reduce -1.2% | 85,495 | $7.4M |
| First Trust Advisors LP | 0.01% | Reduce -89.9% | 83,589 | $7.2M |
| Victory Capital Management Inc. | 0.01% | Reduce -48.7% | 83,228 | $7.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.4% | 75,234 | $6.5M |
| Whittier Trust Co. | 0.09% | Add +4.0% | 74,299 | $6.4M |
| Weiss Asset Management LP | 0.38% | New | 74,036 | $6.4M |
| Swiss National Bank | 0.00% | No change | 74,000 | $6.4M |
| Jane Street Group, LLC | 0.01% | Add +25.2% | 64,615 | $5.6M |
| UBS Group AG | 0.00% | Reduce -5.9% | 60,149 | $5.2M |
| ExodusPoint Capital Management, LP | 0.05% | Add +93.9% | 50,816 | $4.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.6% | 50,821 | $4.4M |
| HRT Financial LP | 0.03% | Add +205.0% | 49,490 | $4.3M |
| LPL Financial LLC | 0.00% | Reduce -5.0% | 48,996 | $4.2M |
| New York State Common Retirement Fund | 0.01% | Add +0.2% | 48,546 | $4.2M |
| First Manhattan Co. Llc. | 0.01% | Reduce -9.1% | 48,393 | $4.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -8.4% | 47,808 | $4.1M |
| Prudential Financial Inc. | 0.01% | Reduce -2.4% | 46,748 | $4.0M |
| Aptus Capital Advisors, LLC | 0.08% | Add +11.8% | 44,908 | $3.9M |
| FMR LLC | 0.00% | Add +546.8% | 42,806 | $3.7M |
| Tudor Investment Corporation | 0.04% | New | 42,511 | $3.7M |
| Wells Fargo & Company | 0.00% | Add +6.0% | 42,062 | $3.6M |
| Whittier Trust Co. of Nevada Inc. | 0.10% | Add +5.2% | 39,347 | $3.4M |
| California State Teachers Retirement System | 0.00% | Reduce -5.8% | 37,915 | $3.3M |
| Citigroup Inc. | 0.00% | Reduce -20.0% | 36,846 | $3.2M |
| Benjamin Edwards Inc. | 0.63% | Add +76.5% | 36,669 | $3.2M |
| Barclays PLC | 0.00% | Reduce -43.1% | 36,536 | $3.2M |
| Texas Permanent School Fund Corp. | 0.02% | Add +1.3% | 36,505 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.6% | 36,185 | $3.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +7.7% | 36,118 | $3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 35,717 | $3.1M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +113.6% | 41,199 | $3.0M |
| State of Wisconsin Investment Board | 0.01% | Add +375.9% | 32,168 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.8% | 31,864 | $2.8M |
| US Bancorp \de | 0.00% | Reduce -0.3% | 31,747 | $2.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -34.6% | 30,675 | $2.7M |
| OneAscent Financial Services LLC | 0.29% | Reduce -17.8% | 30,249 | $2.6M |
| Martingale Asset Management L P | 0.05% | Reduce -14.0% | 30,057 | $2.6M |
| Janus Henderson Group PLC | 0.00% | Add +45.2% | 29,765 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.4% | 29,534 | $2.6M |
| Deutsche Bank AG | 0.00% | Add +4.4% | 27,819 | $2.4M |
| Marshall Wace, LLP | 0.00% | Reduce -52.1% | 27,796 | $2.4M |
| Comerica Bank | 0.01% | Reduce -1.3% | 26,691 | $2.3M |
| Jupiter Asset Management Ltd. | 0.02% | New | 26,347 | $2.3M |
| Franklin Resources Inc. | 0.00% | Add +15.2% | 26,065 | $2.3M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -1.0% | 25,410 | $2.2M |
| Credit Suisse AG/ | 0.00% | Add +2.8% | 25,241 | $2.2M |
| Illinois Municipal Retirement Fund | 0.03% | Add +3.8% | 25,061 | $2.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.8% | 23,808 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.7% | 23,673 | $2.0M |
| Royce & Associates LP | 0.02% | Reduce -4.7% | 23,255 | $2.0M |
| American International Group, Inc. | 0.01% | Reduce -0.9% | 22,296 | $1.9M |
| Raymond James & Associates | 0.00% | Reduce -0.8% | 21,986 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.3% | 21,033 | $1.8M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -28.1% | 20,826 | $1.8M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.0% | 20,700 | $1.8M |
| Vident Advisory, LLC | 0.04% | Add +8.8% | 20,048 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -12.3% | 19,697 | $1.7M |
| New York State Teachers Retirement System | 0.00% | Reduce -1.5% | 19,442 | $1.7M |
| Squarepoint Ops LLC | 0.01% | New | 19,023 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -11.6% | 18,895 | $1.6M |
| American Century Companies Inc. | 0.00% | Reduce -4.0% | 17,693 | $1.5M |
| Focus Financial Network, Inc. | 0.07% | — | 18,010 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.5% | 17,060 | $1.5M |
| Tidal Investments LLC | 0.03% | Add +320.5% | 16,879 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -64.7% | 16,867 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.3% | 16,712 | $1.4M |
| Aventail Capital Group, LP | 0.11% | New | 16,033 | $1.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +4836.6% | 15,106 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -5.8% | 17,896 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 14,660 | $1.3M |
| North Star Investment Management Corp. | 0.09% | Add +0.0% | 14,564 | $1.3M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.9% | 15,030 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 14,222 | $1.2M |
| Catalyst Funds Management Pty Ltd | 0.33% | — | 13,800 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 13,618 | $1.2M |
| Cwm, LLC | 0.01% | Reduce -10.6% | 13,580 | $1.2M |
| Voya Investment Management LLC | 0.00% | Reduce -18.6% | 13,473 | $1.2M |
| Nebula Research & Development LLC | 0.25% | New | 13,175 | $1.1M |
| Amalgamated Bank | 0.01% | Reduce -22.2% | 13,112 | $1.1M |
| Alps Advisors Inc. | 0.01% | Add +10.9% | 12,943 | $1.1M |
| Vista Investment Partners LLC | 0.37% | Add +18.8% | 12,600 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +0.9% | 12,199 | $1.1M |
| RBA Wealth Management, LLC | 0.42% | Reduce -49.8% | 12,052 | $1.0M |
| NJ State Employees Deferred Compensation Plan | 0.13% | No change | 12,000 | $1.0M |
| Jackson Creek Investment Advisors LLC | 0.36% | Reduce -0.2% | 11,773 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -20.4% | 11,674 | $1.0M |
| D. E. Shaw & Co. | 0.00% | Reduce -41.0% | 11,624 | $1.0M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -8.8% | 11,123 | $961K |
| Bank of Montreal | 0.00% | Add +11.6% | 10,853 | $939K |
| Arizona State Retirement System | 0.01% | Reduce -1.7% | 10,317 | $891K |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.9% | 10,004 | $864K |
| Foster & Motley Inc. | 0.06% | Reduce -1.4% | 9,706 | $839K |
| Mackenzie Financial Corp. | 0.00% | Reduce -69.8% | 9,441 | $816K |
| Bremer Bank National Association | 0.15% | Add +173.2% | 9,384 | $811K |
| Wesbanco Bank Inc. | 0.03% | New | 9,273 | $801K |
| Alpine Global Management, LLC | 0.18% | New | 9,150 | $791K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 9,008 | $778K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.4% | 8,764 | $757K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 8,409 | $727K |
| Advisors Asset Management, Inc. | 0.01% | Add +65.4% | 8,119 | $701K |
| NorthRock Partners, LLC | 0.03% | No change | 8,103 | $700K |
| UniSuper Management Pty Ltd | 0.01% | New | 8,057 | $696K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +28.5% | 8,024 | $693K |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.4% | 7,964 | $688K |
| Mercer Global Advisors Inc. | 0.00% | Add +17.7% | 7,738 | $669K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -46.4% | 7,607 | $657K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | New | 7,604 | $657K |
| Gotham Asset Management | 0.01% | Reduce -55.4% | 7,501 | $648K |
| Bluespring Wealth Management, LLC | 0.07% | No change | 7,459 | $644K |
| Cetera Investment Advisers | 0.00% | New | 7,308 | $631K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -1.6% | 7,186 | $621K |
| HSBC Holdings PLC | 0.00% | Add +151.8% | 6,990 | $604K |
| Quantbot Technologies LP | 0.03% | New | 6,834 | $590K |
| AQR Capital Management | 0.00% | Reduce -18.8% | 6,819 | $589K |
| D.A. Davidson & Co. | 0.01% | Add +8.1% | 6,700 | $579K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.3% | 6,679 | $577K |
| Neuberger Berman Group LLC | 0.00% | Add +51.4% | 6,517 | $563K |
| Paloma Partners Management Co | 0.12% | New | 6,471 | $559K |
| Sei Investments Co. | 0.00% | Reduce -14.8% | 6,408 | $554K |
| Coldstream Capital Management Inc. | 0.01% | No change | 6,403 | $553K |
| Valtinson Bruner Financial Planning LLC | 0.23% | Add +0.1% | 6,371 | $550K |
| Pictet Asset Management Holding SA | 0.00% | No change | 6,255 | $540K |
| TD Asset Management Inc | 0.00% | New | 6,200 | $536K |
| Creative Planning | 0.00% | Add +46.2% | 6,144 | $531K |
| XTX Topco Ltd | 0.07% | Add +81.8% | 5,985 | $517K |
| James Investment Research, Inc. | 0.06% | Reduce -0.0% | 5,976 | $516K |
| Mariner, LLC | 0.00% | Reduce -17.3% | 5,958 | $515K |
| Two Sigma Advisers, LP | 0.00% | Reduce -67.8% | 5,800 | $501K |
| Janney Montgomery Scott LLC | 0.00% | No change | 5,716 | $494K |
| Avantax Advisory Services, Inc. | 0.00% | Add +10.8% | 5,636 | $487K |
| Dynamic Technology Lab Private Ltd | 0.05% | New | 5,613 | $485K |
| Nisa Investment Advisors, LLC | 0.00% | Add +5.8% | 5,594 | $483K |
| Laurion Capital Management LP | 0.01% | New | 5,367 | $464K |
| ICA Group Wealth Management, LLC | 0.09% | No change | 5,348 | $462K |
| Opus Capital Group, LLC | 0.07% | No change | 5,266 | $455K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -4.1% | 5,247 | $453K |
| Bell Bank | 0.04% | No change | 5,086 | $439K |
| QRG Capital Management, Inc. | 0.01% | Reduce -13.9% | 5,059 | $437K |
| Hendershot Investments Inc. | 0.06% | No change | 5,000 | $432K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.1% | 4,898 | $423K |
| Cubist Systematic Strategies, LLC | 0.00% | Add +60.2% | 4,877 | $421K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +0.5% | 4,852 | $419K |
| Modern Wealth Management, LLC | 0.04% | No change | 4,833 | $418K |
| Linden Thomas Advisory Services, LLC | 0.07% | Add +2.5% | 4,769 | $412K |
| MML Investors Services, LLC | 0.00% | Add +4.5% | 4,733 | $409K |
| Corient Private Wealth LP | 0.00% | Reduce -5.1% | 4,593 | $397K |
| Alternative Investment Advisors, LLC. | 0.23% | Add +0.5% | 4,546 | $390K |
| SG Americas Securities, LLC | 0.00% | Add +108.3% | 4,499 | $389K |
| Corton Capital Inc. | 0.14% | Add +8.1% | 4,403 | $380K |
| Teacher Retirement System of Texas | 0.00% | Reduce -66.3% | 4,402 | $380K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,280 | $370K |
| Secure Asset Management, LLC | 0.09% | New | 4,246 | $367K |
| Wealth Forward, LLC | 0.29% | No change | 4,238 | $366K |
| Accredited Investors Inc. | 0.02% | Add +0.6% | 4,195 | $362K |
| Virtus Investment Advisers, LLC | 0.26% | Reduce -23.7% | 4,184 | $361K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +15.7% | 4,126 | $356K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.6% | 4,121 | $356K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -76.0% | 4,102 | $354K |
| Hancock Whitney Corp. | 0.01% | Reduce -4.7% | 4,098 | $354K |
| CIBC Private Wealth Group LLC | 0.00% | Add +65.8% | 3,979 | $341K |
| Cynosure Group, LLC | 0.06% | New | 3,904 | $337K |
| Scientech Research LLC | 0.18% | Add +46.3% | 3,831 | $331K |
| CTC Alternative Strategies, Ltd. | 0.21% | New | 3,813 | $329K |
| HighTower Advisors, LLC | 0.00% | Reduce -38.4% | 3,818 | $328K |
| Ifrah Financial Services, Inc. | 0.09% | Add +1.8% | 3,778 | $326K |
| Chesley Taft & Associates LLC | 0.02% | No change | 3,680 | $318K |
| Alerus Financial NA | 0.02% | No change | 3,643 | $315K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 3,637 | $314K |
| AlphaMark Advisors, LLC | 0.11% | New | 3,583 | $310K |
| Bokf, NA | 0.01% | New | 3,585 | $308K |
| Olympiad Research LP | 0.20% | New | 3,510 | $303K |
| Atlas Brown,Inc. | 0.11% | No change | 3,491 | $302K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -6.2% | 3,488 | $301K |
| Guggenheim Capital LLC | 0.00% | Reduce -0.1% | 3,456 | $299K |
| Aquatic Capital Management LLC | 0.01% | New | 3,400 | $294K |
| Prelude Capital Management, LLC | 0.02% | New | 3,369 | $291K |
| Man Group plc | 0.00% | Reduce -79.4% | 3,231 | $279K |
| WINTON GROUP Ltd | 0.02% | Reduce -22.1% | 3,176 | $274K |
| Edgestream Partners, L.P. | 0.01% | New | 3,141 | $271K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +28.8% | 3,119 | $269K |
| Measured Wealth Private Client Group, LLC | 0.09% | Add +3.5% | 3,118 | $269K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -3.8% | 3,080 | $266K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.6% | 2,974 | $257K |
| Wealth Alliance Advisory Group, LLC | 0.06% | No change | 2,779 | $240K |
| Great Waters Wealth Management | 0.04% | Add +0.1% | 2,729 | $236K |
| Compass Financial Group, INC | 0.05% | Add +0.5% | 2,678 | $231K |
| Priebe Wealth Holdings LLC | 0.18% | No change | 2,624 | $227K |
| Independent Advisor Alliance | 0.01% | Reduce -0.8% | 2,601 | $225K |
| Susquehanna International Group, LLP | 0.00% | Reduce -96.6% | 2,518 | $218K |
| True Vision MN LLC | 0.15% | New | 2,569 | $217K |
| Xponance LLC | 0.00% | Add +0.7% | 2,508 | $217K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 2,400 | $207K |
| Profund Advisors LLC | 0.01% | Reduce -3.8% | 2,390 | $206K |
| Wealth Group Ltd | 0.06% | Reduce -9.8% | 2,166 | $201K |
| Institutional & Family Asset Management, LLC | 0.03% | No change | 2,328 | $201K |
| Lanark Financial, Inc. | 0.02% | Reduce -18.5% | 2,205 | $191K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -8.7% | 2,169 | $187K |
| Harbour Investments, Inc. | 0.01% | Reduce -10.5% | 2,079 | $180K |
| Lazard Asset Management LLC | 0.00% | Reduce -1.8% | 2,055 | $176K |
| CI Investments Inc. | 0.00% | Reduce -15.1% | 1,753 | $151K |
| STRS Ohio | 0.00% | Reduce -22.7% | 1,700 | $146K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,680 | $143K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.6% | 1,569 | $136K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,536 | $133K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,526 | $129K |
| Global Retirement Partners, LLC | 0.00% | Add +0.6% | 1,444 | $125K |
| JNBA Financial Advisors | 0.01% | No change | 1,404 | $121K |
| Covestor Ltd | 0.06% | Reduce -8.6% | 1,125 | $97K |
| Blue Trust, Inc. | 0.00% | Add +4.3% | 1,079 | $93K |
| Financial Perspectives, Inc | 0.03% | No change | 1,036 | $90K |
| Hussman Strategic Advisors, Inc. | 0.02% | No change | 1,000 | $86K |
| C M Bidwell & Associates Ltd. | 0.06% | Add +73.7% | 990 | $86K |
| Shell Asset Management Co. | 0.00% | Reduce -10.3% | 972 | $85K |
| KBC Group NV | 0.00% | No change | 976 | $84K |
| TD Private Client Wealth LLC | 0.00% | Add +39.8% | 900 | $78K |
| Trust Co. of Vermont | 0.00% | No change | 800 | $69K |
| Fifth Third Bancorp | 0.00% | Add +0.9% | 795 | $69K |
| Geneos Wealth Management Inc. | 0.00% | No change | 742 | $64K |
| Goodman Advisory Group, LLC | 0.02% | No change | 667 | $58K |
| Simplex Trading, LLC | 0.00% | New | 623 | $53K |
| Optimum Investment Advisors | 0.02% | No change | 600 | $52K |
| Quadrant Capital Group LLC | 0.00% | Add +1.4% | 598 | $52K |
| Kepos Capital LP | 0.01% | New | 571 | $49K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -1.9% | 464 | $40K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 454 | $39K |
| GAMMA Investing LLC | 0.01% | Reduce -34.9% | 449 | $39K |
| Chilton Capital Management LLC | 0.00% | No change | 426 | $37K |
| IFP Advisors, Inc | 0.00% | No change | 370 | $32K |
| West Financial Advisors, LLC | 0.01% | No change | 334 | $29K |
| HighMark Wealth Management LLC | 0.02% | Add +0.3% | 321 | $28K |
| Leonteq Securities AG | 0.00% | Reduce -25.0% | 300 | $26K |
| Contravisory Investment Management, Inc. | 0.01% | Add +62.3% | 284 | $25K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 220 | $19K |
| First Community Trust NA | 0.02% | No change | 200 | $17K |
| Independence Bank of Kentucky | 0.01% | No change | 200 | $17K |
| IAG Wealth Partners, LLC | 0.00% | No change | 200 | $17K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 160 | $14K |
| Salomon & Ludwin, LLC | 0.00% | No change | 133 | $11K |
| Allworth Financial LP | 0.00% | Add +0.8% | 128 | $11K |
| Signaturefd, LLC | 0.00% | No change | 110 | $10K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 106 | $9K |
| Broadwater Capital Management LLC | 0.01% | No change | 95 | $8K |
| Hexagon Capital Partners LLC | 0.00% | Add +542.9% | 90 | $8K |
| Farther Finance Advisors, LLC | 0.00% | No change | 82 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Add +1.4% | 72 | $6K |
| Principal Securities, Inc. | 0.00% | Add +1.5% | 67 | $6K |
| Eagle Bay Advisors LLC | 0.00% | New | 59 | $5K |
| Global Wealth Strategies & Associates | 0.00% | No change | 55 | $5K |
| Pflug Koory, LLC | 0.00% | No change | 50 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +17.1% | 41 | $4K |
| Concord Wealth Partners | 0.00% | No change | 40 | $3K |
| Lindbrook Capital, LLC | 0.00% | No change | 40 | $3K |
| Avior Wealth Management, LLC | 0.00% | New | 40 | $3K |
| Quarry LP | 0.00% | New | 35 | $3K |
| Bessemer Group Inc. | 0.00% | Reduce -58.2% | 33 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 34 | $3K |
| LGT Financial Advisors LLC | 0.00% | No change | 33 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 28 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 26 | $2K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 24 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 24 | $2K |
| Fortitude Family Office, LLC | 0.00% | Reduce -62.0% | 19 | $2K |
| UMB Bank, n.a. | 0.00% | New | 18 | $2K |
| RFP Financial Group LLC | 0.00% | No change | 15 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 14 | $1K |
| Archer Investment Corp | 0.00% | No change | 12 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 9 | $778 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +16.7% | 7 | $605 |
| Denali Advisors LLC | 0.00% | No change | 6 | $518 |
| AlphaQuest LLC | 0.00% | New | 6 | $518 |
| Rothschild Investment LLC | 0.00% | New | 5 | $432 |
| Abound Wealth Management | 0.00% | No change | 4 | $346 |
| Macquarie Group Ltd. | 0.00% | New | 1,687 | $146 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $87 |
"% of holder's portfolio" is OTTR's weight in each manager's 13F, not the share of Otter Tail Corp. the manager owns.