Otter TailOTTR
13F holders, Q3 2024 (September 30)328holders +13
44new positions
30sold out
8famous investors
$78.16avg. 13F price*
At the end of Q3 2024, 328 institutions reported holding Otter Tail Corp. (OTTR) in their 13F filings, up 13 from Q2 2024. 44 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($515.9M), Vanguard Group Inc. ($408.9M) and State Street Corp. ($124.9M). 8 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Otter Tail Corp.
- CUSIP
- 689648103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $46.7M |
| Exits | 30 | $14.1M |
All 13F filers, Q2 2024 → Q3 2024: 2,153,642 shares bought and 678,937 shares sold, net +1,474,705 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 328 holders
| BlackRock, Inc. | 0.01% | — | 6,600,975 | $515.9M |
| Vanguard Group Inc. | 0.01% | Add +0.6% | 5,231,882 | $408.9M |
| State Street Corp. | 0.01% | Add +1.1% | 1,598,531 | $124.9M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -2.1% | 1,013,227 | $79.2M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.1% | 993,360 | $77.7M |
| First Trust Advisors LP | 0.05% | Add +13.7% | 719,514 | $56.2M |
| Morgan Stanley | 0.00% | Add +3.9% | 527,111 | $41.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.7% | 509,130 | $39.8M |
| Gabelli Funds LLC | 0.27% | Reduce -5.0% | 474,500 | $37.1M |
| Northern Trust Corp. | 0.01% | Reduce -16.6% | 474,017 | $37.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.9% | 396,153 | $31.0M |
| Millennium Management | 0.03% | Add +344.3% | 362,393 | $28.3M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -11.7% | 283,084 | $22.1M |
| GAMCO Investors | 0.21% | Reduce -3.7% | 263,442 | $20.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.7% | 216,899 | $17.0M |
| Qube Research & Technologies Ltd | 0.03% | Add +1943.0% | 204,891 | $16.0M |
| Invesco Ltd. | 0.00% | Reduce -13.1% | 194,771 | $15.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +66.5% | 180,791 | $14.1M |
| Bank of America Corp. | 0.00% | Add +100.0% | 179,890 | $14.1M |
| Fuller & Thaler Asset Management, Inc. | 0.05% | Reduce -1.1% | 175,742 | $13.7M |
| Federated Hermes, Inc. | 0.03% | Add +9.1% | 156,066 | $12.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.4% | 137,108 | $10.7M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -3.6% | 135,650 | $10.6M |
| Trexquant Investment LP | 0.13% | Add +245.6% | 133,963 | $10.5M |
| Royal Bank of Canada | 0.00% | Reduce -22.8% | 131,814 | $10.3M |
| Bank & Trust Co | 8.07% | Reduce -0.0% | 127,001 | $9.9M |
| Tudor Investment Corporation | 0.11% | Add +50.2% | 125,629 | $9.8M |
| Citadel Advisors | 0.01% | Add +145.2% | 112,586 | $8.8M |
| Legal & General Group Plc | 0.00% | Reduce -4.5% | 110,564 | $8.6M |
| Marshall Wace, LLP | 0.01% | Add +167.5% | 105,959 | $8.3M |
| Rhumbline Advisers | 0.01% | Reduce -4.0% | 105,718 | $8.3M |
| Phocas Financial Corp. | 0.90% | Reduce -5.8% | 102,281 | $8.0M |
| ProShare Advisors LLC | 0.02% | Add +28.5% | 98,381 | $7.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.8% | 97,829 | $7.6M |
| FMR LLC | 0.00% | Reduce -32.7% | 92,905 | $7.3M |
| Public Sector Pension Investment Board | 0.04% | Reduce -3.6% | 88,696 | $6.9M |
| Caisse de depot et placement du Quebec | 0.01% | New | 82,961 | $6.5M |
| Whittier Trust Co. | 0.09% | Add +4.6% | 81,749 | $6.4M |
| Jane Street Group, LLC | 0.01% | Reduce -5.5% | 80,033 | $6.3M |
| UBS Group AG | 0.00% | Add +50.0% | 79,620 | $6.2M |
| Edgestream Partners, L.P. | 0.27% | Add +14.4% | 77,444 | $6.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.0% | 77,268 | $6.0M |
| Swiss National Bank | 0.00% | Reduce -0.7% | 73,500 | $5.7M |
| Victory Capital Management Inc. | 0.01% | Add +100.1% | 71,518 | $5.6M |
| Barclays PLC | 0.00% | Add +359.8% | 70,553 | $5.5M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 70,000 | $5.5M |
| ExodusPoint Capital Management, LP | 0.05% | New | 66,500 | $5.2M |
| Aptus Capital Advisors, LLC | 0.08% | Add +15.6% | 64,755 | $5.1M |
| D. E. Shaw & Co. | 0.01% | Add +90.4% | 63,889 | $5.0M |
| Renaissance Technologies | 0.01% | New | 59,310 | $4.6M |
| LPL Financial LLC | 0.00% | Add +5.4% | 58,028 | $4.5M |
| Citigroup Inc. | 0.00% | Add +56.6% | 53,489 | $4.2M |
| Two Sigma Investments, LP | 0.01% | Add +61.9% | 48,324 | $3.8M |
| LSV Asset Management | 0.01% | No change | 48,000 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.3% | 46,528 | $3.6M |
| Wells Fargo & Company | 0.00% | Add +1.4% | 45,818 | $3.6M |
| First Manhattan Co. Llc. | 0.01% | Reduce -0.4% | 45,493 | $3.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -13.7% | 44,629 | $3.5M |
| New York State Common Retirement Fund | 0.00% | Reduce -10.8% | 44,383 | $3.5M |
| Prudential Financial Inc. | 0.00% | Reduce -3.5% | 43,163 | $3.4M |
| Whittier Trust Co. of Nevada Inc. | 0.09% | Add +3.1% | 42,095 | $3.3M |
| Palisades Investment Partners, LLC | 1.40% | Add +6.5% | 41,098 | $3.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -6.4% | 40,186 | $3.1M |
| Bridgeway Capital Management, LLC | 0.06% | Add +22.9% | 38,100 | $3.0M |
| Segall Bryant & Hamill, LLC | 0.04% | New | 37,704 | $2.9M |
| California State Teachers Retirement System | 0.00% | Reduce -3.0% | 35,870 | $2.8M |
| HRT Financial LP | 0.01% | New | 35,581 | $2.8M |
| Benjamin Edwards Inc. | 0.04% | Reduce -0.7% | 35,380 | $2.8M |
| Franklin Resources Inc. | 0.00% | Add +5.5% | 34,547 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.4% | 33,674 | $2.6M |
| Balyasny Asset Management L.P. | 0.01% | Add +379.1% | 33,488 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.4% | 32,847 | $2.6M |
| US Bancorp \de | 0.00% | Reduce -0.3% | 32,326 | $2.5M |
| Martingale Asset Management L P | 0.06% | Add +7.1% | 32,188 | $2.5M |
| Deutsche Bank AG | 0.00% | Add +21.3% | 30,605 | $2.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +398.3% | 30,493 | $2.4M |
| Vident Advisory, LLC | 0.06% | Add +52.2% | 30,093 | $2.4M |
| Brandywine Global Investment Management, LLC | 0.02% | New | 29,689 | $2.3M |
| Jefferies Financial Group Inc. | 0.04% | New | 28,300 | $2.2M |
| State of Wisconsin Investment Board | 0.01% | Reduce -10.4% | 27,668 | $2.2M |
| Los Angeles Capital Management LLC | 0.01% | Add +26.3% | 26,641 | $2.1M |
| Royce & Associates LP | 0.02% | Add +11.7% | 25,804 | $2.0M |
| OneAscent Financial Services LLC | 1.39% | New | 24,755 | $1.9M |
| American Century Companies Inc. | 0.00% | Add +18.7% | 24,428 | $1.9M |
| Illinois Municipal Retirement Fund | 0.03% | Add +3.7% | 24,263 | $1.9M |
| Comerica Bank | 0.01% | Reduce -2.2% | 24,145 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | No change | 23,870 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.8% | 23,870 | $1.9M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.1% | 23,762 | $1.9M |
| Janus Henderson Group PLC | 0.00% | Add +4.3% | 23,478 | $1.8M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +4.1% | 23,202 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +7.2% | 22,666 | $1.8M |
| Deerfield Management Company, L.P. | 0.03% | Add +78.1% | 22,452 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 21,548 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | Add +7.2% | 21,121 | $1.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +158.7% | 20,709 | $1.6M |
| Mackenzie Financial Corp. | 0.00% | Add +54.8% | 20,604 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -3.8% | 20,200 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.0% | 19,716 | $1.5M |
| Gsa Capital Partners LLP | 0.11% | Add +285.1% | 19,030 | $1.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.3% | 18,869 | $1.5M |
| Alps Advisors Inc. | 0.01% | Add +30.1% | 18,726 | $1.5M |
| New York State Teachers Retirement System | 0.00% | Reduce -1.6% | 18,642 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Add +17.9% | 18,533 | $1.4M |
| Nebula Research & Development LLC | 0.17% | New | 18,108 | $1.4M |
| Focus Financial Network, Inc. | 0.06% | Reduce -0.2% | 17,517 | $1.4M |
| Twinbeech Capital LP | 0.03% | New | 17,362 | $1.4M |
| Teacher Retirement System of Texas | 0.01% | Add +21.2% | 17,237 | $1.3M |
| Quantbot Technologies LP | 0.05% | Add +191.8% | 17,232 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.1% | 17,143 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.5% | 17,074 | $1.3M |
| AQR Capital Management | 0.00% | Add +13.7% | 16,602 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.2% | 16,274 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.6% | 16,150 | $1.3M |
| Aquatic Capital Management LLC | 0.03% | Add +72.8% | 15,900 | $1.2M |
| Raymond James & Associates | 0.00% | Add +0.1% | 15,612 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.35% | Add +28.8% | 15,133 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 14,660 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -3.1% | 14,125 | $1.1M |
| Holocene Advisors, LP | 0.00% | New | 13,955 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 13,618 | $1.1M |
| North Star Investment Management Corp. | 0.07% | Reduce -2.1% | 13,575 | $1.1M |
| WINTON GROUP Ltd | 0.07% | Add +244.3% | 13,509 | $1.1M |
| Voya Investment Management LLC | 0.00% | Reduce -2.3% | 13,451 | $1.1M |
| Natixis | 0.01% | New | 12,628 | $987K |
| AlphaQuest LLC | 0.09% | Add +15.8% | 12,429 | $971K |
| Amalgamated Bank | 0.01% | Reduce -3.5% | 12,317 | $963K |
| Advisors Asset Management, Inc. | 0.02% | Add +32.4% | 12,301 | $961K |
| Dynamic Technology Lab Private Ltd | 0.10% | Add +240.4% | 12,211 | $955K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 12,122 | $947K |
| NJ State Employees Deferred Compensation Plan | 0.11% | No change | 12,000 | $938K |
| Cwm, LLC | 0.00% | Reduce -4.8% | 11,658 | $911K |
| Versor Investments LP | 0.14% | Add +59.7% | 11,500 | $899K |
| Two Sigma Advisers, LP | 0.00% | Add +35.3% | 11,500 | $899K |
| Bank of Montreal | 0.00% | Add +2.7% | 11,241 | $878K |
| Baird Financial Group, Inc. | 0.00% | Reduce -60.3% | 11,054 | $864K |
| Guggenheim Capital LLC | 0.01% | Reduce -18.5% | 10,975 | $858K |
| Arizona State Retirement System | 0.01% | Add +3.0% | 10,837 | $847K |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.8% | 10,542 | $824K |
| Vista Investment Partners LLC | 0.26% | Reduce -16.7% | 10,504 | $821K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.0% | 9,823 | $768K |
| Engineers Gate Manager LP | 0.01% | New | 9,693 | $758K |
| Foster & Motley Inc. | 0.05% | Reduce -2.4% | 9,618 | $752K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.2% | 9,188 | $718K |
| Centiva Capital, LP | 0.03% | New | 9,185 | $718K |
| Cynosure Group, LLC | 0.10% | Add +111.7% | 9,151 | $715K |
| Virtu Financial LLC | 0.04% | New | 9,097 | $711K |
| Sherbrooke Park Advisers LLC | 0.16% | New | 9,094 | $711K |
| Bokf, NA | 0.01% | Add +150.6% | 9,124 | $703K |
| Sterling Capital Management LLC | 0.01% | — | 8,987 | $702K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +37.5% | 8,957 | $700K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.8% | 8,941 | $699K |
| HSBC Holdings PLC | 0.00% | Add +15.3% | 8,939 | $697K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +4.0% | 8,743 | $683K |
| Intech Investment Management LLC | 0.01% | New | 8,740 | $683K |
| Entropy Technologies, LP | 0.07% | New | 8,550 | $668K |
| Bremer Bank National Association | 0.12% | No change | 8,384 | $655K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.1% | 8,041 | $650K |
| James Investment Research, Inc. | 0.07% | Add +6.1% | 8,302 | $649K |
| NorthRock Partners, LLC | 0.02% | Reduce -0.1% | 8,155 | $637K |
| RBA Wealth Management, LLC | 0.24% | Reduce -18.0% | 8,106 | $634K |
| XTX Topco Ltd | 0.04% | New | 7,532 | $589K |
| Gotham Asset Management | 0.01% | Reduce -2.8% | 7,495 | $586K |
| Bluespring Wealth Management, LLC | 0.06% | No change | 7,459 | $583K |
| Sei Investments Co. | 0.00% | Add +4.0% | 7,391 | $578K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +130.4% | 7,372 | $576K |
| Creative Planning | 0.00% | Add +14.9% | 7,218 | $564K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -12.0% | 7,025 | $549K |
| D.A. Davidson & Co. | 0.00% | Add +0.0% | 6,705 | $524K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.0% | 6,615 | $517K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -8.4% | 6,292 | $492K |
| Pictet Asset Management Holding SA | 0.00% | No change | 6,255 | $489K |
| Paloma Partners Management Co | 0.03% | New | 6,234 | $487K |
| Linden Thomas Advisory Services, LLC | 0.07% | Add +17.8% | 6,174 | $483K |
| TD Asset Management Inc | 0.00% | Reduce -29.9% | 6,100 | $476K |
| Savant Capital, LLC | 0.00% | Reduce -14.9% | 6,092 | $476K |
| Cetera Investment Advisers | 0.00% | Add +3.9% | 6,015 | $470K |
| Mariner, LLC | 0.00% | Reduce -7.2% | 5,919 | $463K |
| Man Group plc | 0.00% | Add +45.2% | 5,802 | $453K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -17.0% | 5,738 | $448K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.3% | 5,716 | $447K |
| HighTower Advisors, LLC | 0.00% | Reduce -21.7% | 5,627 | $440K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -6.0% | 5,475 | $428K |
| EntryPoint Capital, LLC | 0.24% | New | 5,307 | $415K |
| Envestnet Asset Management Inc. | 0.00% | Add +25.7% | 5,276 | $412K |
| Opus Capital Group, LLC | 0.05% | No change | 5,266 | $412K |
| MML Investors Services, LLC | 0.00% | Add +6.6% | 5,186 | $405K |
| Hendershot Investments Inc. | 0.05% | No change | 5,000 | $391K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +2.6% | 4,998 | $391K |
| Hancock Whitney Corp. | 0.01% | Add +2.9% | 4,946 | $387K |
| Valtinson Bruner Financial Planning LLC | 0.13% | No change | 4,937 | $386K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -5.0% | 4,925 | $385K |
| Modern Wealth Management, LLC | 0.02% | Add +0.1% | 4,844 | $379K |
| Corient Private Wealth LP | 0.00% | Add +6.8% | 4,834 | $378K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.1% | 4,695 | $367K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,608 | $360K |
| nVerses Capital, LLC | 0.16% | Add +4500.0% | 4,600 | $360K |
| Alternative Investment Advisors, LLC. | 0.19% | Add +0.6% | 4,594 | $359K |
| Lazard Asset Management LLC | 0.00% | No change | 4,324 | $336K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,280 | $335K |
| Secure Asset Management, LLC | 0.06% | No change | 4,246 | $332K |
| Accredited Investors Inc. | 0.02% | Add +0.6% | 4,242 | $332K |
| Verition Fund Management LLC | 0.00% | Reduce -2.8% | 4,242 | $332K |
| Wealth Forward, LLC | 0.23% | No change | 4,238 | $331K |
| Virtus Investment Advisers, LLC | 0.26% | No change | 4,184 | $327K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,121 | $322K |
| Harbour Investments, Inc. | 0.01% | Add +0.6% | 4,112 | $321K |
| Bell Bank | 0.04% | Reduce -19.7% | 4,086 | $319K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.7% | 4,025 | $315K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,991 | $312K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 3,917 | $306K |
| Ifrah Financial Services, Inc. | 0.08% | Add +0.8% | 3,779 | $295K |
| Chesley Taft & Associates LLC | 0.01% | No change | 3,680 | $288K |
| SG Americas Securities, LLC | 0.00% | Add +102.1% | 3,599 | $281K |
| Atlas Brown,Inc. | 0.09% | No change | 3,491 | $273K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -0.2% | 3,482 | $272K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -4.5% | 3,416 | $268K |
| Truist Financial Corp. | 0.00% | Reduce -72.2% | 3,389 | $265K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.6% | 3,368 | $263K |
| QRG Capital Management, Inc. | 0.00% | Reduce -36.2% | 3,251 | $254K |
| Oxford Asset Management LLP | 0.21% | New | 3,246 | $254K |
| CW Advisors, LLC | 0.00% | New | 3,225 | $252K |
| John G Ullman & Associates Inc. | 0.04% | New | 3,200 | $250K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +9.9% | 3,144 | $245K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +1.6% | 3,074 | $240K |
| Stifel Financial Corp. | 0.00% | New | 3,041 | $238K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,879 | $225K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -0.3% | 2,874 | $225K |
| Wealth Alliance Advisory Group, LLC | 0.05% | No change | 2,779 | $217K |
| Great Waters Wealth Management | 0.03% | Add +0.1% | 2,735 | $214K |
| Xponance LLC | 0.00% | Add +3.3% | 2,700 | $211K |
| &partners | 0.00% | New | 2,655 | $208K |
| Scientech Research LLC | 0.04% | New | 2,649 | $207K |
| Priebe Wealth Holdings LLC | 0.15% | No change | 2,624 | $205K |
| Quantinno Capital Management LP | 0.00% | Add +6.6% | 2,614 | $204K |
| Compass Financial Group, INC | 0.04% | Reduce -3.3% | 2,603 | $204K |
| State of Wyoming | 0.02% | Add +136.4% | 2,236 | $175K |
| Lanark Financial, Inc. | 0.01% | No change | 2,205 | $172K |
| Acadian Asset Management LLC | 0.00% | New | 2,107 | $164K |
| JNBA Financial Advisors | 0.01% | No change | 1,715 | $134K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,680 | $131K |
| ORG Partners LLC | 0.02% | No change | 1,643 | $128K |
| Blue Trust, Inc. | 0.00% | Reduce -8.2% | 1,450 | $127K |
| Covestor Ltd | 0.08% | Add +39.1% | 1,563 | $122K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,536 | $120K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -73.8% | 1,510 | $118K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,526 | $117K |
| Global Retirement Partners, LLC | 0.00% | Reduce -1.4% | 1,436 | $112K |
| STRS Ohio | 0.00% | Reduce -44.0% | 1,400 | $109K |
| KBC Group NV | 0.00% | Add +27.9% | 1,248 | $98K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -79.0% | 1,169 | $91K |
| Abound Wealth Management | 0.03% | Reduce -0.1% | 1,152 | $90K |
| Financial Perspectives, Inc | 0.03% | No change | 1,036 | $81K |
| Hussman Strategic Advisors, Inc. | 0.02% | No change | 1,000 | $78K |
| International Assets Investment Management, LLC | 0.01% | Reduce -56.0% | 978 | $76K |
| Jones Financial Companies LLLP | 0.00% | Add +42.8% | 924 | $72K |
| Shell Asset Management Co. | 0.00% | — | 916 | $72K |
| Trust Co. of Vermont | 0.00% | Add +13.0% | 904 | $71K |
| Quadrant Capital Group LLC | 0.00% | Reduce -1.3% | 837 | $65K |
| USA Financial Formulas | 0.01% | Reduce -14.0% | 832 | $65K |
| Fifth Third Bancorp | 0.00% | Reduce -3.2% | 788 | $62K |
| C M Bidwell & Associates Ltd. | 0.04% | Reduce -22.6% | 766 | $60K |
| Geneos Wealth Management Inc. | 0.00% | No change | 742 | $58K |
| Ascentis Independent Advisors | 0.01% | New | 731 | $57K |
| GAMMA Investing LLC | 0.01% | Add +3.5% | 680 | $53K |
| Goodman Advisory Group, LLC | 0.01% | No change | 667 | $52K |
| Allworth Financial LP | 0.00% | Add +132.8% | 547 | $43K |
| Catalyst Funds Management Pty Ltd | 0.01% | Reduce -94.6% | 500 | $39K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 500 | $39K |
| Hoese & Co LLP | 0.03% | New | 500 | $39K |
| Public Employees Retirement System of Ohio | 0.00% | Add +3.3% | 495 | $39K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 454 | $35K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | New | 456 | $35K |
| Chilton Capital Management LLC | 0.00% | No change | 426 | $33K |
| Atticus Wealth Management, LLC | 0.01% | No change | 372 | $29K |
| IFP Advisors, Inc | 0.00% | Reduce -39.8% | 370 | $29K |
| West Financial Advisors, LLC | 0.01% | No change | 334 | $26K |
| HighMark Wealth Management LLC | 0.01% | Add +0.6% | 325 | $25K |
| Leonteq Securities AG | 0.00% | No change | 300 | $23K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 284 | $22K |
| TD Private Client Wealth LLC | 0.00% | No change | 261 | $20K |
| Farther Finance Advisors, LLC | 0.00% | Add +85.7% | 247 | $19K |
| Byrne Asset Management LLC | 0.01% | New | 240 | $19K |
| Smartleaf Asset Management LLC | 0.00% | Add +2.3% | 224 | $17K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 220 | $17K |
| Hemington Wealth Management | 0.00% | New | 225 | $17K |
| Avior Wealth Management, LLC | 0.00% | Add +0.5% | 216 | $17K |
| Independence Bank of Kentucky | 0.00% | No change | 200 | $16K |
| IAG Wealth Partners, LLC | 0.00% | No change | 200 | $16K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 160 | $13K |
| Principal Securities, Inc. | 0.00% | Add +0.6% | 157 | $12K |
| Salomon & Ludwin, LLC | 0.00% | No change | 133 | $10K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 132 | $10K |
| Arax Advisory Partners | 0.00% | No change | 114 | $9K |
| Signaturefd, LLC | 0.00% | No change | 110 | $9K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 106 | $8K |
| Broadwater Capital Management LLC | 0.01% | No change | 95 | $7K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -31.1% | 91 | $7K |
| Bessemer Group Inc. | 0.00% | Add +136.4% | 78 | $6K |
| GeoWealth Management, LLC | 0.00% | New | 74 | $6K |
| Venturi Wealth Management, LLC | 0.00% | New | 62 | $5K |
| Global Wealth Strategies & Associates | 0.00% | No change | 55 | $4K |
| UMB Bank, n.a. | 0.00% | Add +4.4% | 47 | $4K |
| Concord Wealth Partners | 0.00% | No change | 40 | $3K |
| Lindbrook Capital, LLC | 0.00% | No change | 40 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +5.9% | 36 | $3K |
| Rothschild Investment LLC | 0.00% | Add +75.0% | 35 | $3K |
| LGT Financial Advisors LLC | 0.01% | No change | 33 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -29.3% | 29 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 28 | $2K |
| Caitlin John, LLC | 0.00% | New | 27 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.9% | 27 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 24 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +162.5% | 21 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 19 | $1K |
| Eagle Bay Advisors LLC | 0.00% | No change | 14 | $1K |
| Picton Mahoney Asset Management | 0.00% | New | 15 | $1K |
| Archer Investment Corp | 0.00% | No change | 12 | $938 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 11 | $869 |
| Voisard Asset Management Group, Inc. | 0.00% | New | 11 | $860 |
| Horizon Investments, LLC | 0.00% | Add +28.6% | 9 | $703 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -11.1% | 8 | $626 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $548 |
| Larson Financial Group LLC | 0.00% | No change | 6 | $469 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 2 | $156 |
| Earned Wealth Advisors, LLC | 0.00% | New | 2 | $156 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $79 |
| Coppell Advisory Solutions LLC | 0.00% | No change | 1 | $78 |
"% of holder's portfolio" is OTTR's weight in each manager's 13F, not the share of Otter Tail Corp. the manager owns.