Otter TailOTTR
13F holders, Q2 2024 (June 30)315holders +13
42new positions
33sold out
8famous investors
$87.59avg. 13F price*
At the end of Q2 2024, 315 institutions reported holding Otter Tail Corp. (OTTR) in their 13F filings, up 13 from Q1 2024. 42 opened new positions and 33 sold out. The largest holders were BlackRock Inc. ($568.9M), Vanguard Group Inc. ($455.6M) and State Street Corp. ($138.4M). 8 famous investors held it, including Mario Gabelli (0.3% of GAMCO Investors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Otter Tail Corp.
- CUSIP
- 689648103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $19.0M |
| Exits | 33 | $30.4M |
All 13F filers, Q1 2024 → Q2 2024: 1,580,897 shares bought and 1,684,063 shares sold, net −103,166 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 315 holders
| BlackRock Inc. | 0.01% | Reduce -0.3% | 6,495,576 | $568.9M |
| Vanguard Group Inc. | 0.01% | Reduce -0.7% | 5,201,519 | $455.6M |
| State Street Corp. | 0.01% | Add +0.1% | 1,580,422 | $138.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.4% | 1,035,541 | $90.7M |
| Geode Capital Management, LLC | 0.01% | Add +4.0% | 1,004,949 | $88.0M |
| First Trust Advisors LP | 0.06% | Add +657.4% | 633,081 | $55.5M |
| Northern Trust Corp. | 0.01% | Reduce -2.4% | 568,051 | $49.8M |
| Morgan Stanley | 0.00% | Add +2.7% | 507,268 | $44.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.1% | 505,705 | $44.3M |
| Gabelli Funds LLC | 0.34% | Reduce -6.2% | 499,200 | $43.7M |
| Bank of New York Mellon Corp | 0.01% | Add +1.1% | 435,005 | $38.1M |
| Nuveen Asset Management, LLC | 0.01% | Add +38.5% | 320,648 | $28.1M |
| GAMCO Investors | 0.26% | Reduce -0.3% | 273,542 | $24.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.2% | 227,683 | $19.9M |
| Invesco Ltd. | 0.00% | Add +6.0% | 224,071 | $19.6M |
| Fuller & Thaler Asset Management, Inc. | 0.07% | Reduce -75.3% | 177,621 | $15.6M |
| Royal Bank of Canada | 0.00% | Add +81.7% | 170,660 | $14.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.4% | 149,665 | $13.1M |
| Federated Hermes, Inc. | 0.03% | Add +3.6% | 143,074 | $12.5M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +2.9% | 140,750 | $12.3M |
| FMR LLC | 0.00% | Add +222.5% | 138,064 | $12.1M |
| Bank & Trust Co | 9.46% | — | 127,058 | $11.1M |
| Legal & General Group Plc | 0.00% | Reduce -0.9% | 115,808 | $10.1M |
| Rhumbline Advisers | 0.01% | Reduce -0.1% | 110,167 | $9.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +113.6% | 108,550 | $9.5M |
| Phocas Financial Corp. | 1.08% | Reduce -1.9% | 108,537 | $9.5M |
| JPMorgan Chase & Co. | 0.00% | Add +5.9% | 108,506 | $9.5M |
| Public Sector Pension Investment Board | 0.05% | Add +7.6% | 91,996 | $8.1M |
| Bank of America Corp. | 0.00% | Reduce -34.2% | 89,930 | $7.9M |
| Jane Street Group, LLC | 0.01% | Add +31.0% | 84,658 | $7.4M |
| Tudor Investment Corporation | 0.08% | Add +96.8% | 83,663 | $7.3M |
| Millennium Management | 0.01% | Reduce -60.3% | 81,558 | $7.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +4.8% | 78,827 | $6.9M |
| Whittier Trust Co. | 0.10% | Add +5.2% | 78,140 | $6.8M |
| ProShare Advisors LLC | 0.02% | Reduce -16.0% | 76,547 | $6.7M |
| Swiss National Bank | 0.00% | No change | 74,000 | $6.5M |
| Edgestream Partners, L.P. | 0.29% | Add +2055.2% | 67,695 | $5.9M |
| Aptus Capital Advisors, LLC | 0.09% | Add +24.7% | 56,011 | $4.9M |
| LPL Financial LLC | 0.00% | Add +12.4% | 55,070 | $4.8M |
| UBS Group AG | 0.00% | Reduce -11.8% | 53,081 | $4.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +44.8% | 51,726 | $4.5M |
| New York State Common Retirement Fund | 0.01% | Add +2.5% | 49,756 | $4.4M |
| LSV Asset Management | 0.01% | Reduce -46.1% | 48,000 | $4.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.3% | 46,693 | $4.1M |
| Citadel Advisors | 0.00% | Reduce -78.8% | 45,913 | $4.0M |
| First Manhattan Co. Llc. | 0.01% | Reduce -5.6% | 45,693 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +7.5% | 45,196 | $4.0M |
| Prudential Financial Inc. | 0.01% | Reduce -4.3% | 44,747 | $3.9M |
| Squarepoint Ops LLC | 0.01% | Add +129.5% | 43,658 | $3.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +18.9% | 42,940 | $3.8M |
| Whittier Trust Co. of Nevada Inc. | 0.10% | Add +3.8% | 40,846 | $3.6M |
| Marshall Wace, LLP | 0.01% | Add +42.5% | 39,610 | $3.5M |
| Trexquant Investment LP | 0.05% | New | 38,766 | $3.4M |
| Palisades Investment Partners, LLC | 1.67% | — | 38,586 | $3.4M |
| California State Teachers Retirement System | 0.00% | Reduce -2.5% | 36,968 | $3.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -57.1% | 35,735 | $3.1M |
| Benjamin Edwards Inc. | 0.60% | Reduce -2.9% | 35,623 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.1% | 34,712 | $3.0M |
| Citigroup Inc. | 0.00% | Reduce -7.3% | 34,165 | $3.0M |
| D. E. Shaw & Co. | 0.00% | Add +188.7% | 33,557 | $2.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.4% | 32,888 | $2.9M |
| Franklin Resources Inc. | 0.00% | Add +25.6% | 32,743 | $2.9M |
| US Bancorp \de | 0.00% | Add +2.1% | 32,426 | $2.8M |
| Bridgeway Capital Management, LLC | 0.06% | New | 31,000 | $2.7M |
| State of Wisconsin Investment Board | 0.01% | Reduce -4.0% | 30,898 | $2.7M |
| Martingale Asset Management L P | 0.06% | No change | 30,057 | $2.6M |
| Two Sigma Investments, LP | 0.01% | Add +77.0% | 29,852 | $2.6M |
| Baird Financial Group, Inc. | 0.01% | Add +249.7% | 27,848 | $2.4M |
| Deutsche Bank AG | 0.00% | Reduce -9.3% | 25,242 | $2.2M |
| Comerica Bank | 0.01% | Reduce -7.5% | 24,686 | $2.2M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -3.4% | 24,550 | $2.1M |
| Corebridge Financial, Inc. | 0.01% | — | 24,014 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Add +13.5% | 23,870 | $2.1M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -6.7% | 23,388 | $2.0M |
| Royce & Associates LP | 0.02% | Reduce -0.6% | 23,106 | $2.0M |
| Janus Henderson Group PLC | 0.00% | Reduce -24.4% | 22,512 | $2.0M |
| Financial Engines Advisors L.L.C. | 0.00% | New | 22,280 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -32.4% | 21,548 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.4% | 21,209 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 21,151 | $1.9M |
| Los Angeles Capital Management LLC | 0.01% | Add +1.3% | 21,091 | $1.8M |
| Weiss Asset Management LP | 0.15% | Reduce -71.5% | 21,066 | $1.8M |
| Louisiana State Employees Retirement System | 0.04% | Add +1.4% | 21,000 | $1.8M |
| American Century Companies Inc. | 0.00% | Add +16.3% | 20,583 | $1.8M |
| Vident Advisory, LLC | 0.05% | Reduce -1.4% | 19,768 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 19,697 | $1.7M |
| New York State Teachers Retirement System | 0.00% | Reduce -2.6% | 18,942 | $1.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -20.5% | 18,934 | $1.7M |
| Focus Financial Network, Inc. | 0.07% | Reduce -2.5% | 17,560 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.6% | 17,327 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -11.0% | 16,814 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 16,784 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +8.6% | 16,405 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -48.8% | 15,713 | $1.4M |
| Raymond James & Associates | 0.00% | Reduce -29.1% | 15,595 | $1.4M |
| Barclays PLC | 0.00% | Reduce -58.0% | 15,343 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 14,660 | $1.3M |
| AQR Capital Management | 0.00% | Add +114.1% | 14,598 | $1.3M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -3.0% | 14,579 | $1.3M |
| Alps Advisors Inc. | 0.01% | Add +11.3% | 14,399 | $1.3M |
| Teacher Retirement System of Texas | 0.01% | Add +223.1% | 14,223 | $1.2M |
| North Star Investment Management Corp. | 0.09% | Reduce -4.7% | 13,873 | $1.2M |
| Voya Investment Management LLC | 0.00% | Add +2.2% | 13,767 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 13,618 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Add +289.8% | 13,471 | $1.2M |
| Mackenzie Financial Corp. | 0.00% | Add +41.0% | 13,313 | $1.2M |
| Amalgamated Bank | 0.01% | Reduce -2.7% | 12,757 | $1.1M |
| Vista Investment Partners LLC | 0.37% | Add +0.1% | 12,616 | $1.1M |
| Deerfield Management Company, L.P. | 0.02% | New | 12,607 | $1.1M |
| Cwm, LLC | 0.01% | Reduce -9.8% | 12,244 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +0.1% | 12,210 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -70.6% | 12,122 | $1.1M |
| NJ State Employees Deferred Compensation Plan | 0.13% | No change | 12,000 | $1.1M |
| Jackson Creek Investment Advisors LLC | 0.38% | Reduce -0.2% | 11,754 | $1.0M |
| Bank of Montreal | 0.00% | Add +0.8% | 10,942 | $965K |
| NewEdge Advisors, LLC | 0.01% | Reduce -8.0% | 10,737 | $940K |
| AlphaQuest LLC | 0.13% | Add +178816.7% | 10,735 | $940K |
| Heartland Advisors Inc. | 0.05% | New | 10,679 | $935K |
| Arizona State Retirement System | 0.01% | Add +2.0% | 10,525 | $922K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -9.0% | 10,123 | $887K |
| Kestra Advisory Services, LLC | 0.01% | Add +1.1% | 10,113 | $886K |
| UniSuper Management Pty Ltd | 0.01% | Add +24.8% | 10,057 | $881K |
| Qube Research & Technologies Ltd | 0.00% | New | 10,029 | $878K |
| Zimmer Partners, LP | 0.02% | New | 10,000 | $876K |
| RBA Wealth Management, LLC | 0.35% | Reduce -18.0% | 9,881 | $866K |
| Foster & Motley Inc. | 0.06% | Add +1.5% | 9,855 | $863K |
| Catalyst Funds Management Pty Ltd | 0.22% | Reduce -32.6% | 9,300 | $815K |
| Advisors Asset Management, Inc. | 0.02% | Add +14.4% | 9,289 | $814K |
| Wesbanco Bank Inc. | 0.03% | No change | 9,273 | $812K |
| Aquatic Capital Management LLC | 0.03% | Add +170.6% | 9,200 | $806K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.0% | 9,010 | $789K |
| TD Asset Management Inc | 0.00% | Add +40.3% | 8,700 | $762K |
| Two Sigma Advisers, LP | 0.00% | Add +46.5% | 8,500 | $745K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 8,409 | $737K |
| Bremer Bank National Association | 0.14% | Reduce -10.7% | 8,384 | $734K |
| NorthRock Partners, LLC | 0.03% | Add +0.7% | 8,161 | $715K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -0.2% | 8,006 | $701K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +4.9% | 7,980 | $699K |
| James Investment Research, Inc. | 0.08% | Add +31.0% | 7,827 | $686K |
| Sanctuary Advisors, LLC | 0.01% | — | 8,053 | $681K |
| HSBC Holdings PLC | 0.00% | Add +11.0% | 7,756 | $678K |
| Gotham Asset Management | 0.01% | Add +2.8% | 7,709 | $675K |
| Neuberger Berman Group LLC | 0.00% | Add +18.2% | 7,702 | $675K |
| Bluespring Wealth Management, LLC | 0.07% | No change | 7,459 | $653K |
| Versor Investments LP | 0.12% | New | 7,200 | $631K |
| HighTower Advisors, LLC | 0.00% | Add +88.2% | 7,185 | $630K |
| Savant Capital, LLC | 0.01% | New | 7,161 | $627K |
| Sei Investments Co. | 0.00% | Add +10.9% | 7,109 | $623K |
| Balyasny Asset Management L.P. | 0.00% | New | 6,989 | $612K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.7% | 6,910 | $605K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -4.4% | 6,873 | $602K |
| Assenagon Asset Management S.A. | 0.00% | New | 6,800 | $596K |
| D.A. Davidson & Co. | 0.01% | Add +0.0% | 6,702 | $587K |
| Coldstream Capital Management Inc. | 0.01% | Add +3.3% | 6,617 | $580K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.5% | 6,513 | $570K |
| Mariner, LLC | 0.00% | Add +7.1% | 6,381 | $559K |
| Creative Planning | 0.00% | Add +2.2% | 6,281 | $550K |
| Pictet Asset Management Holding SA | 0.00% | No change | 6,255 | $548K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -57.0% | 6,120 | $536K |
| Susquehanna International Group, LLP | 0.00% | Add +141.7% | 6,085 | $533K |
| Quantbot Technologies LP | 0.03% | Reduce -13.6% | 5,905 | $517K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.3% | 5,823 | $510K |
| Cetera Investment Advisers | 0.00% | Reduce -20.8% | 5,791 | $507K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +268.1% | 5,775 | $506K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.4% | 5,572 | $488K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.1% | 5,481 | $480K |
| Opus Capital Group, LLC | 0.07% | No change | 5,266 | $461K |
| Linden Thomas Advisory Services, LLC | 0.07% | Add +9.9% | 5,241 | $459K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 5,183 | $454K |
| QRG Capital Management, Inc. | 0.01% | Add +0.7% | 5,096 | $446K |
| Bell Bank | 0.04% | No change | 5,086 | $445K |
| Hendershot Investments Inc. | 0.06% | No change | 5,000 | $438K |
| Gsa Capital Partners LLP | 0.03% | New | 4,941 | $433K |
| Valtinson Bruner Financial Planning LLC | 0.17% | Reduce -22.5% | 4,937 | $432K |
| Private Advisor Group, LLC | 0.00% | No change | 4,898 | $429K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +0.4% | 4,873 | $427K |
| MML Investors Services, LLC | 0.00% | Add +2.8% | 4,865 | $426K |
| Modern Wealth Management, LLC | 0.03% | Add +0.2% | 4,841 | $424K |
| Hancock Whitney Corp. | 0.01% | Add +17.3% | 4,807 | $421K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -12.2% | 4,608 | $404K |
| Alternative Investment Advisors, LLC. | 0.23% | Add +0.5% | 4,568 | $400K |
| Corient Private Wealth LP | 0.00% | Reduce -1.5% | 4,525 | $396K |
| Verition Fund Management LLC | 0.00% | New | 4,363 | $382K |
| Cynosure Group, LLC | 0.06% | Add +10.7% | 4,322 | $379K |
| Bridgewater Associates | 0.00% | New | 4,310 | $378K |
| Lazard Asset Management LLC | 0.00% | Add +110.4% | 4,324 | $377K |
| Inceptionr LLC | 0.11% | New | 4,272 | $374K |
| Secure Asset Management, LLC | 0.07% | No change | 4,246 | $372K |
| Wealth Forward, LLC | 0.29% | No change | 4,238 | $371K |
| Accredited Investors Inc. | 0.02% | Add +0.5% | 4,217 | $369K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -52.1% | 4,198 | $368K |
| Virtus Investment Advisers, LLC | 0.33% | No change | 4,184 | $366K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.9% | 4,178 | $366K |
| Praxis Investment Management Inc. | 0.03% | No change | 4,280 | $365K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,121 | $361K |
| Harbour Investments, Inc. | 0.01% | Add +96.6% | 4,088 | $358K |
| Man Group plc | 0.00% | Add +23.7% | 3,997 | $350K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.3% | 3,991 | $350K |
| WINTON GROUP Ltd | 0.02% | Add +23.5% | 3,923 | $344K |
| Algert Global LLC | 0.01% | New | 3,785 | $332K |
| Measured Wealth Private Client Group, LLC | 0.12% | Add +20.5% | 3,757 | $329K |
| Ifrah Financial Services, Inc. | 0.09% | Reduce -0.7% | 3,750 | $328K |
| Chesley Taft & Associates LLC | 0.02% | No change | 3,680 | $322K |
| Bokf, NA | 0.01% | Add +1.6% | 3,641 | $319K |
| Dynamic Technology Lab Private Ltd | 0.04% | Reduce -36.1% | 3,587 | $315K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +14.7% | 3,576 | $313K |
| Atlas Brown,Inc. | 0.11% | No change | 3,491 | $306K |
| AdvisorNet Financial, Inc | 0.03% | No change | 3,488 | $306K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 3,349 | $293K |
| Inspire Advisors, LLC | 0.04% | New | 3,305 | $289K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 3,199 | $280K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -1.8% | 3,024 | $265K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -20.7% | 2,884 | $253K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -3.8% | 2,861 | $251K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -27.6% | 2,879 | $247K |
| Wealth Alliance Advisory Group, LLC | 0.05% | No change | 2,779 | $243K |
| Great Waters Wealth Management | 0.04% | Add +0.1% | 2,732 | $239K |
| Evergreen Capital Management LLC | 0.01% | New | 2,716 | $238K |
| Compass Financial Group, INC | 0.05% | Add +0.5% | 2,691 | $236K |
| Priebe Wealth Holdings LLC | 0.18% | No change | 2,624 | $230K |
| Xponance LLC | 0.00% | Add +4.2% | 2,613 | $229K |
| Independent Advisor Alliance | 0.01% | No change | 2,601 | $228K |
| True Vision MN LLC | 0.15% | No change | 2,569 | $225K |
| STRS Ohio | 0.00% | Add +47.1% | 2,500 | $219K |
| Quantinno Capital Management LP | 0.00% | New | 2,452 | $215K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 2,400 | $210K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,391 | $209K |
| Institutional & Family Asset Management, LLC | 0.03% | No change | 2,328 | $204K |
| International Assets Investment Management, LLC | 0.02% | New | 2,222 | $195K |
| Lanark Financial, Inc. | 0.02% | No change | 2,205 | $193K |
| SG Americas Securities, LLC | 0.00% | Reduce -60.4% | 1,781 | $156K |
| JNBA Financial Advisors | 0.02% | Add +22.1% | 1,715 | $150K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,680 | $147K |
| ORG Partners LLC | 0.02% | New | 1,643 | $142K |
| Blue Trust, Inc. | 0.00% | Add +46.4% | 1,580 | $137K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,536 | $135K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,526 | $132K |
| Global Retirement Partners, LLC | 0.00% | Add +0.9% | 1,457 | $128K |
| Abound Wealth Management | 0.04% | Add +28725.0% | 1,153 | $101K |
| Covestor Ltd | 0.06% | Reduce -0.1% | 1,124 | $99K |
| ICA Group Wealth Management, LLC | 0.06% | Reduce -79.9% | 1,075 | $94K |
| Financial Perspectives, Inc | 0.03% | No change | 1,036 | $91K |
| Hussman Strategic Advisors, Inc. | 0.02% | No change | 1,000 | $88K |
| C M Bidwell & Associates Ltd. | 0.06% | No change | 990 | $87K |
| KBC Group NV | 0.00% | No change | 976 | $85K |
| USA Financial Formulas | 0.01% | New | 967 | $85K |
| State of Wyoming | 0.01% | New | 946 | $83K |
| Mather Group, Llc. | 0.00% | New | 896 | $77K |
| Quadrant Capital Group LLC | 0.01% | Add +41.8% | 848 | $74K |
| Fifth Third Bancorp | 0.00% | Add +2.4% | 814 | $71K |
| Trust Co. of Vermont | 0.00% | No change | 800 | $70K |
| Geneos Wealth Management Inc. | 0.00% | No change | 742 | $65K |
| Quarry LP | 0.03% | Add +1811.4% | 669 | $59K |
| Goodman Advisory Group, LLC | 0.02% | No change | 667 | $58K |
| GAMMA Investing LLC | 0.01% | Add +46.3% | 657 | $58K |
| Jones Financial Companies LLLP | 0.00% | New | 647 | $57K |
| IFP Advisors, Inc | 0.00% | Add +66.2% | 615 | $54K |
| Optimum Investment Advisors | 0.02% | No change | 600 | $53K |
| Kepos Capital LP | 0.02% | Add +2.3% | 584 | $51K |
| Public Employees Retirement System of Ohio | 0.00% | Add +3.2% | 479 | $42K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 454 | $40K |
| Chilton Capital Management LLC | 0.00% | No change | 426 | $37K |
| Hanson & Doremus Investment Management | 0.01% | New | 425 | $37K |
| Johnson Financial Group, Inc. | 0.00% | New | 401 | $35K |
| Atticus Wealth Management, LLC | 0.01% | New | 372 | $33K |
| West Financial Advisors, LLC | 0.01% | No change | 334 | $29K |
| HighMark Wealth Management LLC | 0.02% | Add +0.6% | 323 | $28K |
| Janiczek Wealth Management, LLC | 0.01% | Add +1208.3% | 314 | $28K |
| Leonteq Securities AG | 0.00% | No change | 300 | $26K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 284 | $25K |
| TD Private Client Wealth LLC | 0.00% | Reduce -71.0% | 261 | $23K |
| Allworth Financial LP | 0.00% | Add +83.6% | 235 | $22K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 220 | $19K |
| Smartleaf Asset Management LLC | 0.00% | New | 219 | $19K |
| Opal Wealth Advisors, LLC | 0.01% | New | 216 | $19K |
| Avior Wealth Management, LLC | 0.00% | Add +437.5% | 215 | $19K |
| Independence Bank of Kentucky | 0.00% | No change | 200 | $18K |
| IAG Wealth Partners, LLC | 0.00% | No change | 200 | $18K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 160 | $14K |
| Principal Securities, Inc. | 0.00% | Add +132.8% | 156 | $14K |
| Salomon & Ludwin, LLC | 0.00% | No change | 133 | $12K |
| Hexagon Capital Partners LLC | 0.00% | Add +46.7% | 132 | $12K |
| Farther Finance Advisors, LLC | 0.00% | Add +62.2% | 133 | $11K |
| Arax Advisory Partners | 0.00% | New | 114 | $10K |
| Signaturefd, LLC | 0.00% | No change | 110 | $10K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 106 | $9K |
| nVerses Capital, LLC | 0.01% | New | 100 | $9K |
| Broadwater Capital Management LLC | 0.01% | No change | 95 | $8K |
| Global Wealth Strategies & Associates | 0.00% | No change | 55 | $5K |
| UMB Bank, n.a. | 0.00% | Add +150.0% | 45 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 41 | $4K |
| Concord Wealth Partners | 0.00% | No change | 40 | $4K |
| Lindbrook Capital, LLC | 0.00% | No change | 40 | $4K |
| Bessemer Group Inc. | 0.00% | No change | 33 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 34 | $3K |
| LGT Financial Advisors LLC | 0.01% | No change | 33 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 28 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 26 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 24 | $2K |
| Rothschild Investment LLC | 0.00% | Add +300.0% | 20 | $2K |
| Sachetta, LLC | 0.00% | New | 18 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 19 | $2K |
| RFP Financial Group LLC | 0.00% | No change | 15 | $1K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -76.3% | 14 | $1K |
| Archer Investment Corp | 0.00% | No change | 12 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | New | 11 | $969 |
| SJS Investment Consulting Inc. | 0.00% | No change | 9 | $789 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -88.9% | 8 | $702 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 7 | $678 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $614 |
| Horizon Investments, LLC | 0.00% | New | 7 | $613 |
| Larson Financial Group LLC | 0.00% | New | 6 | $526 |
| Huntington National Bank | 0.00% | New | 4 | $350 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $88 |
| Coppell Advisory Solutions LLC | 0.00% | — | 1 | $88 |
"% of holder's portfolio" is OTTR's weight in each manager's 13F, not the share of Otter Tail Corp. the manager owns.