Otter TailOTTR
13F holders, Q4 2024 (December 31)324holders −4
30new positions
42sold out
8famous investors
$73.85avg. 13F price*
At the end of Q4 2024, 324 institutions reported holding Otter Tail Corp. (OTTR) in their 13F filings, down 4 from Q3 2024. 30 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($515.4M), Vanguard Group Inc. ($389.5M) and State Street Corp. ($122.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $28.6M |
| Exits | 42 | $22.0M |
All 13F filers, Q3 2024 → Q4 2024: 2,228,979 shares bought and 1,008,619 shares sold, net +1,220,360 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 324 holders
| BlackRock, Inc. | 0.01% | Add +5.8% | 6,980,216 | $515.4M |
| Vanguard Group Inc. | 0.01% | Add +0.8% | 5,275,068 | $389.5M |
| State Street Corp. | 0.00% | Add +3.9% | 1,660,768 | $122.6M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.2% | 991,751 | $73.2M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -4.4% | 968,839 | $71.5M |
| First Trust Advisors LP | 0.04% | Reduce -5.2% | 682,228 | $50.4M |
| Northern Trust Corp. | 0.01% | Add +15.1% | 545,618 | $40.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.4% | 536,545 | $39.6M |
| Morgan Stanley | 0.00% | Reduce -2.9% | 511,693 | $37.8M |
| Gabelli Funds LLC | 0.27% | Reduce -0.4% | 472,500 | $34.9M |
| Millennium Management | 0.03% | Add +13.5% | 411,281 | $30.4M |
| Bank of New York Mellon Corp | 0.01% | Add +2.3% | 405,146 | $29.9M |
| Invesco Ltd. | 0.00% | Add +49.6% | 291,344 | $21.5M |
| GAMCO Investors | 0.21% | Add +3.9% | 273,692 | $20.2M |
| UBS Group AG | 0.00% | Add +229.5% | 262,317 | $19.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +41.0% | 254,870 | $18.8M |
| Bank of America Corp. | 0.00% | Add +25.7% | 226,126 | $16.7M |
| Principal Financial Group Inc. | 0.01% | Add +4.2% | 225,987 | $16.7M |
| Caisse de depot et placement du Quebec | 0.03% | Add +168.8% | 223,005 | $16.5M |
| Citadel Advisors | 0.01% | Add +91.4% | 215,530 | $15.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +0.1% | 205,118 | $15.1M |
| JPMorgan Chase & Co. | 0.00% | Add +93.5% | 189,345 | $14.0M |
| Federated Hermes, Inc. | 0.03% | Add +16.4% | 181,618 | $13.4M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +26.6% | 171,660 | $12.7M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -41.9% | 164,396 | $12.1M |
| Fuller & Thaler Asset Management, Inc. | 0.04% | Reduce -12.1% | 154,562 | $11.4M |
| Weiss Asset Management LP | 0.33% | New | 144,291 | $10.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.0% | 137,092 | $10.1M |
| Bank & Trust Co | 7.79% | Reduce -1.3% | 125,379 | $9.3M |
| Victory Capital Management Inc. | 0.01% | Add +61.1% | 115,211 | $8.5M |
| Royal Bank of Canada | 0.00% | Reduce -13.8% | 113,672 | $8.4M |
| ProShare Advisors LLC | 0.02% | Add +13.3% | 111,467 | $8.2M |
| Legal & General Group Plc | 0.00% | Reduce -0.0% | 110,522 | $8.2M |
| Rhumbline Advisers | 0.01% | Add +2.8% | 108,714 | $8.0M |
| Tudor Investment Corporation | 0.08% | Reduce -14.8% | 106,973 | $7.9M |
| Public Sector Pension Investment Board | 0.03% | Add +17.5% | 104,178 | $7.7M |
| Phocas Financial Corp. | 1.00% | Reduce -0.8% | 101,445 | $7.5M |
| Trexquant Investment LP | 0.09% | Reduce -26.1% | 99,064 | $7.3M |
| Marshall Wace, LLP | 0.01% | Reduce -18.0% | 86,855 | $6.4M |
| Whittier Trust Co. | 0.08% | Add +3.7% | 84,750 | $6.3M |
| Edgestream Partners, L.P. | 0.26% | Add +7.7% | 83,370 | $6.2M |
| D. E. Shaw & Co. | 0.01% | Add +28.8% | 82,315 | $6.1M |
| Aptus Capital Advisors, LLC | 0.07% | Add +22.4% | 79,294 | $5.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +2.5% | 79,190 | $5.8M |
| Voloridge Investment Management, LLC | 0.02% | New | 76,860 | $5.7M |
| Barclays PLC | 0.00% | Add +7.4% | 75,764 | $5.6M |
| Swiss National Bank | 0.00% | Add +0.7% | 74,000 | $5.5M |
| LPL Financial LLC | 0.00% | Add +3.2% | 59,865 | $4.4M |
| Citigroup Inc. | 0.00% | Add +8.0% | 57,780 | $4.3M |
| Buck Wealth Strategies, LLC | 0.83% | New | 53,929 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +13.8% | 52,149 | $3.9M |
| Balyasny Asset Management L.P. | 0.01% | Add +43.2% | 47,953 | $3.5M |
| Alliancebernstein L.P. | 0.00% | Add +2.5% | 47,668 | $3.5M |
| Man Group plc | 0.01% | Add +710.1% | 47,003 | $3.5M |
| Prudential Financial Inc. | 0.00% | Reduce -1.5% | 42,508 | $3.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.4% | 45,696 | $3.4M |
| New York State Common Retirement Fund | 0.00% | No change | 44,383 | $3.3M |
| First Manhattan Co. Llc. | 0.01% | Reduce -4.6% | 43,393 | $3.3M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Add +4.2% | 43,869 | $3.2M |
| Jefferies Financial Group Inc. | 0.03% | Add +43.5% | 40,618 | $3.0M |
| Palisades Investment Partners, LLC | 1.26% | Reduce -1.9% | 40,334 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | No change | 40,186 | $3.0M |
| Renaissance Technologies | 0.00% | Reduce -33.7% | 39,335 | $2.9M |
| Jupiter Asset Management Ltd. | 0.03% | New | 38,390 | $2.8M |
| Bridgeway Capital Management, LLC | 0.06% | No change | 38,100 | $2.8M |
| Martingale Asset Management L P | 0.07% | Add +17.4% | 37,787 | $2.8M |
| Deutsche Bank AG | 0.00% | Add +22.0% | 37,330 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.8% | 36,644 | $2.7M |
| Raymond James Financial Inc. | 0.00% | — | 36,182 | $2.7M |
| Benjamin Edwards Inc. | 0.04% | Add +2.0% | 36,074 | $2.7M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 35,482 | $2.6M |
| Los Angeles Capital Management LLC | 0.01% | Add +29.1% | 34,381 | $2.5M |
| Verition Fund Management LLC | 0.01% | Add +681.0% | 33,128 | $2.4M |
| US Bancorp \de | 0.00% | Add +1.2% | 32,721 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.6% | 32,331 | $2.4M |
| Vident Advisory, LLC | 0.04% | Add +6.6% | 32,088 | $2.4M |
| Holocene Advisors, LP | 0.01% | Add +114.1% | 29,876 | $2.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -2.5% | 29,727 | $2.2M |
| Brandywine Global Investment Management, LLC | 0.02% | Reduce -3.7% | 28,589 | $2.1M |
| Royce & Associates LP | 0.02% | Add +10.7% | 28,555 | $2.1M |
| Mariner, LLC | 0.00% | Add +370.5% | 27,851 | $2.1M |
| Franklin Resources Inc. | 0.00% | Reduce -21.1% | 27,255 | $2.0M |
| Segall Bryant & Hamill, LLC | 0.03% | Reduce -29.8% | 26,478 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +21.8% | 26,243 | $1.9M |
| HRT Financial LP | 0.01% | Reduce -27.8% | 25,694 | $1.9M |
| Janus Henderson Group PLC | 0.00% | Add +7.2% | 25,173 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Add +4.4% | 24,913 | $1.8M |
| OneAscent Financial Services LLC | 0.15% | Reduce -0.3% | 24,681 | $1.8M |
| State of Wisconsin Investment Board | 0.00% | Reduce -11.9% | 24,367 | $1.8M |
| Comerica Bank | 0.01% | Reduce -1.3% | 23,823 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.6% | 23,728 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.9% | 23,544 | $1.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +11.8% | 23,155 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -5.5% | 22,920 | $1.7M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -2.5% | 22,627 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | Add +5.5% | 22,281 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Add +19.5% | 22,151 | $1.6M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 22,041 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +10.4% | 21,762 | $1.6M |
| Quantbot Technologies LP | 0.06% | Add +25.9% | 21,696 | $1.6M |
| Alps Advisors Inc. | 0.01% | Add +13.0% | 21,162 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | No change | 20,200 | $1.5M |
| Nebula Research & Development LLC | 0.17% | Add +9.2% | 19,769 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.8% | 19,510 | $1.4M |
| Aquatic Capital Management LLC | 0.04% | Add +17.2% | 18,635 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -76.8% | 18,607 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 18,479 | $1.4M |
| Gsa Capital Partners LLP | 0.10% | Reduce -3.2% | 18,415 | $1.4M |
| AQR Capital Management | 0.00% | Add +7.8% | 17,894 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +10.1% | 17,785 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | Add +0.3% | 17,575 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.5% | 17,503 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +63.1% | 17,191 | $1.3M |
| Intech Investment Management LLC | 0.01% | Add +92.5% | 16,828 | $1.2M |
| John G Ullman & Associates Inc. | 0.17% | Add +401.6% | 16,050 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.6% | 15,850 | $1.2M |
| American Century Companies Inc. | 0.00% | Reduce -39.1% | 14,881 | $1.1M |
| Jackson Creek Investment Advisors LLC | 0.33% | Reduce -3.0% | 14,674 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 14,660 | $1.1M |
| New York State Teachers Retirement System | 0.00% | Reduce -21.5% | 14,639 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.8% | 14,018 | $1.0M |
| WINTON GROUP Ltd | 0.07% | Add +3.5% | 13,975 | $1.0M |
| Voya Investment Management LLC | 0.00% | Add +3.8% | 13,958 | $1.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 13,618 | $1.0M |
| North Star Investment Management Corp. | 0.07% | Add +0.0% | 13,578 | $1.0M |
| Advisors Asset Management, Inc. | 0.02% | Add +6.0% | 13,044 | $963K |
| Teacher Retirement System of Texas | 0.00% | Reduce -26.4% | 12,682 | $936K |
| Amalgamated Bank | 0.01% | Add +0.2% | 12,339 | $911K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -81.9% | 12,043 | $889K |
| NJ State Employees Deferred Compensation Plan | 0.11% | No change | 12,000 | $886K |
| Cwm, LLC | 0.00% | Add +2.8% | 11,982 | $885K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -5.1% | 11,503 | $849K |
| Arizona State Retirement System | 0.00% | Add +0.7% | 10,913 | $806K |
| Bank of Montreal | 0.00% | Reduce -4.2% | 10,770 | $795K |
| AlphaQuest LLC | 0.11% | Reduce -13.5% | 10,751 | $794K |
| Vista Investment Partners LLC | 0.24% | No change | 10,504 | $776K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +13.4% | 9,918 | $732K |
| Entropy Technologies, LP | 0.07% | Add +15.2% | 9,850 | $727K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 9,823 | $725K |
| HSBC Holdings PLC | 0.00% | Add +8.8% | 9,726 | $722K |
| Sterling Capital Management LLC | 0.01% | Add +7.1% | 9,629 | $711K |
| Two Sigma Advisers, LP | 0.00% | Reduce -17.4% | 9,500 | $701K |
| Foster & Motley Inc. | 0.05% | Reduce -1.5% | 9,473 | $699K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.0% | 9,093 | $671K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 8,930 | $659K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.4% | 8,924 | $659K |
| Two Sigma Investments, LP | 0.00% | Reduce -81.5% | 8,924 | $659K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 8,807 | $650K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.7% | 8,094 | $629K |
| NorthRock Partners, LLC | 0.02% | Add +3.8% | 8,464 | $625K |
| Bremer Bank National Association | 0.12% | No change | 8,384 | $619K |
| James Investment Research, Inc. | 0.07% | No change | 8,302 | $613K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +10.9% | 8,178 | $604K |
| Creative Planning | 0.00% | Add +9.7% | 7,917 | $585K |
| Bokf, NA | 0.01% | Reduce -13.9% | 7,851 | $572K |
| Sei Investments Co. | 0.00% | Add +4.3% | 7,709 | $569K |
| Linden Thomas Advisory Services, LLC | 0.07% | Add +22.1% | 7,541 | $557K |
| RBA Wealth Management, LLC | 0.21% | Reduce -7.2% | 7,526 | $556K |
| Bluespring Wealth Management, LLC | 0.06% | No change | 7,459 | $551K |
| Pictet Asset Management Holding SA | 0.00% | Add +15.3% | 7,211 | $532K |
| Gotham Asset Management | 0.01% | Reduce -4.7% | 7,140 | $527K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +1.8% | 7,153 | $518K |
| D.A. Davidson & Co. | 0.00% | Add +3.8% | 6,958 | $514K |
| Denali Advisors LLC | 0.05% | New | 6,911 | $510K |
| Occudo Quantitative Strategies LP | 0.09% | New | 6,885 | $508K |
| Avantax Advisory Services, Inc. | 0.00% | Add +23.0% | 6,736 | $497K |
| Baird Financial Group, Inc. | 0.00% | Reduce -41.2% | 6,502 | $480K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.7% | 6,337 | $468K |
| Assenagon Asset Management S.A. | 0.00% | New | 6,164 | $455K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -7.5% | 6,119 | $452K |
| Mackenzie Financial Corp. | 0.00% | Reduce -71.1% | 5,958 | $440K |
| MML Investors Services, LLC | 0.00% | Add +3.2% | 5,351 | $395K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +0.5% | 5,023 | $395K |
| Opus Capital Group, LLC | 0.05% | No change | 5,266 | $389K |
| FMR LLC | 0.00% | Reduce -94.3% | 5,259 | $388K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.6% | 5,201 | $384K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.5% | 5,196 | $384K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.8% | 5,156 | $381K |
| Hendershot Investments Inc. | 0.05% | No change | 5,000 | $369K |
| Valtinson Bruner Financial Planning LLC | 0.13% | No change | 4,937 | $365K |
| Private Advisor Group, LLC | 0.00% | Add +2.8% | 4,826 | $356K |
| Cetera Investment Advisers | 0.00% | Reduce -19.8% | 4,824 | $356K |
| Dynamic Technology Lab Private Ltd | 0.06% | Reduce -61.8% | 4,671 | $345K |
| Savant Capital, LLC | 0.00% | Reduce -23.4% | 4,667 | $345K |
| AE Wealth Management LLC | 0.00% | New | 4,662 | $344K |
| Alternative Investment Advisors, LLC. | 0.18% | Add +0.6% | 4,621 | $341K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,608 | $340K |
| Guggenheim Capital LLC | 0.00% | Reduce -58.1% | 4,597 | $339K |
| Modern Wealth Management, LLC | 0.01% | Reduce -7.3% | 4,488 | $331K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +5.0% | 4,328 | $320K |
| Accredited Investors Inc. | 0.02% | Add +0.6% | 4,267 | $315K |
| Secure Asset Management, LLC | 0.05% | No change | 4,246 | $314K |
| Wealth Forward, LLC | 0.22% | No change | 4,238 | $313K |
| Vestcor Inc | 0.01% | New | 4,189 | $309K |
| Virtus Investment Advisers, LLC | 0.25% | No change | 4,184 | $309K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.1% | 4,149 | $306K |
| Harbour Investments, Inc. | 0.01% | Add +0.4% | 4,127 | $305K |
| Bell Bank | 0.02% | No change | 4,086 | $302K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,991 | $295K |
| Cibc World Markets Corp. | 0.00% | New | 3,870 | $286K |
| Squarepoint Ops LLC | 0.00% | New | 3,869 | $286K |
| Ifrah Financial Services, Inc. | 0.08% | Reduce -0.1% | 3,777 | $279K |
| Cynosure Group, LLC | 0.04% | Reduce -59.1% | 3,740 | $276K |
| Chesley Taft & Associates LLC | 0.01% | No change | 3,680 | $272K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +7.5% | 3,672 | $271K |
| Axq Capital, LP | 0.12% | New | 3,568 | $263K |
| EntryPoint Capital, LLC | 0.11% | Reduce -33.7% | 3,520 | $260K |
| Atlas Brown,Inc. | 0.09% | No change | 3,491 | $258K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -11.0% | 3,485 | $257K |
| Truist Financial Corp. | 0.00% | Add +0.0% | 3,390 | $250K |
| Stifel Financial Corp. | 0.00% | Add +11.4% | 3,389 | $250K |
| Evergreen Capital Management LLC | 0.01% | New | 3,274 | $242K |
| Lifelong Wealth Advisors, Inc. | 0.10% | — | 3,164 | $234K |
| Hancock Whitney Corp. | 0.01% | Reduce -36.2% | 3,157 | $233K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.5% | 3,129 | $231K |
| State of Wyoming | 0.03% | Add +34.7% | 3,011 | $222K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -2.1% | 3,009 | $222K |
| CW Advisors, LLC | 0.00% | Reduce -7.0% | 3,000 | $222K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -47.9% | 2,987 | $221K |
| Xponance LLC | 0.00% | Add +9.1% | 2,946 | $218K |
| Lazard Asset Management LLC | 0.00% | Reduce -32.2% | 2,930 | $215K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,879 | $214K |
| CIBC Asset Management Inc | 0.00% | New | 2,881 | $213K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -41.5% | 2,880 | $213K |
| NorthCoast Asset Management LLC | 0.00% | New | 2,847 | $210K |
| Wealth Alliance Advisory Group, LLC | 0.04% | No change | 2,779 | $205K |
| Quantinno Capital Management LP | 0.00% | Add +5.6% | 2,760 | $204K |
| Great Waters Wealth Management | 0.03% | Add +0.1% | 2,739 | $202K |
| Covestor Ltd | 0.12% | Add +70.2% | 2,660 | $196K |
| Jones Financial Companies LLLP | 0.00% | Add +129.0% | 2,116 | $156K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 2,091 | $154K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +22.2% | 1,845 | $136K |
| JNBA Financial Advisors | 0.01% | No change | 1,715 | $127K |
| ORG Partners LLC | 0.02% | No change | 1,643 | $121K |
| KBC Group NV | 0.00% | Add +28.7% | 1,606 | $119K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,536 | $113K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,526 | $112K |
| Nisa Investment Advisors, LLC | 0.00% | Add +28.5% | 1,502 | $111K |
| New Age Alpha Advisors, LLC | 0.00% | New | 1,269 | $94K |
| Global Retirement Partners, LLC | 0.00% | Reduce -14.2% | 1,232 | $91K |
| High Note Wealth, LLC | 0.02% | New | 1,188 | $88K |
| Abound Wealth Management | 0.03% | No change | 1,152 | $85K |
| Crews Bank & Trust | 0.01% | — | 1,092 | $81K |
| Financial Perspectives, Inc | 0.03% | No change | 1,036 | $76K |
| Hussman Strategic Advisors, Inc. | 0.02% | No change | 1,000 | $74K |
| Shell Asset Management Co. | 0.00% | No change | 916 | $68K |
| Trust Co. of Vermont | 0.00% | No change | 904 | $67K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -48.8% | 860 | $64K |
| Fifth Third Bancorp | 0.00% | Add +6.6% | 840 | $62K |
| STRS Ohio | 0.00% | Reduce -42.9% | 800 | $59K |
| USA Financial Formulas | 0.01% | Reduce -5.9% | 783 | $58K |
| C M Bidwell & Associates Ltd. | 0.03% | Reduce -1.3% | 756 | $56K |
| Geneos Wealth Management Inc. | 0.00% | No change | 742 | $55K |
| Studio Investment Management LLC | 0.01% | New | 680 | $50K |
| Allworth Financial LP | 0.00% | Add +16.6% | 638 | $50K |
| Public Employees Retirement System of Ohio | 0.00% | Add +6.5% | 527 | $39K |
| Asset Planning,Inc | 0.03% | — | 500 | $37K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 500 | $37K |
| Vermillion Wealth Management, Inc. | 0.02% | — | 484 | $36K |
| Blue Trust, Inc. | 0.00% | Reduce -68.0% | 464 | $34K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 454 | $34K |
| Chilton Capital Management LLC | 0.00% | No change | 426 | $31K |
| IFP Advisors, Inc | 0.00% | Add +0.3% | 371 | $27K |
| West Financial Advisors, LLC | 0.00% | No change | 334 | $25K |
| TD Private Client Wealth LLC | 0.00% | Add +26.1% | 329 | $24K |
| GAMMA Investing LLC | 0.00% | Reduce -52.5% | 323 | $24K |
| Byrne Asset Management LLC | 0.02% | Add +4.2% | 250 | $18K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -92.8% | 250 | $18K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 220 | $16K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.3% | 219 | $16K |
| Hemington Wealth Management | 0.00% | Add +2.2% | 230 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -9.4% | 203 | $15K |
| Quadrant Capital Group LLC | 0.00% | Reduce -75.6% | 204 | $15K |
| IAG Wealth Partners, LLC | 0.00% | No change | 200 | $15K |
| Independence Bank of Kentucky | 0.00% | No change | 200 | $15K |
| Avior Wealth Management, LLC | 0.00% | Reduce -10.7% | 193 | $14K |
| MAI Capital Management | 0.00% | New | 190 | $14K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +27.3% | 168 | $12K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 160 | $12K |
| Leonteq Securities AG | 0.00% | Reduce -47.0% | 159 | $12K |
| Principal Securities, Inc. | 0.00% | No change | 157 | $12K |
| Bessemer Group Inc. | 0.00% | Add +93.6% | 151 | $11K |
| Salomon & Ludwin, LLC | 0.00% | No change | 133 | $10K |
| Signaturefd, LLC | 0.00% | Add +4.5% | 115 | $8K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 106 | $8K |
| Sierra Ocean, LLC | 0.01% | — | 98 | $7K |
| Hexagon Capital Partners LLC | 0.00% | Add +5.5% | 96 | $7K |
| Broadwater Capital Management LLC | 0.01% | No change | 95 | $7K |
| Atala Financial Inc | 0.00% | — | 74 | $5K |
| GeoWealth Management, LLC | 0.00% | Reduce -5.4% | 70 | $5K |
| Simplex Trading, LLC | 0.00% | New | 68 | $5K |
| UMB Bank, n.a. | 0.00% | Add +40.4% | 66 | $5K |
| Venturi Wealth Management, LLC | 0.00% | No change | 62 | $5K |
| Global Wealth Strategies & Associates | 0.00% | No change | 55 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +86.2% | 54 | $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% | Reduce -5.6% | 34 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 31 | $2K |
| Caitlin John, LLC | 0.00% | Add +7.4% | 29 | $2K |
| Ancora Advisors LLC | 0.00% | New | 29 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 28 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 27 | $2K |
| Bellwether Advisors, LLC | 0.00% | New | 25 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +9.5% | 23 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -42.9% | 20 | $1K |
| Eagle Bay Advisors LLC | 0.00% | No change | 14 | $1K |
| Brooklyn Investment Group | 0.00% | New | 14 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 15 | $1K |
| Archer Investment Corp | 0.00% | No change | 12 | $886 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 11 | $826 |
| SBI Securities Co., Ltd. | 0.00% | — | 11 | $812 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $517 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -25.0% | 6 | $444 |
| Larson Financial Group LLC | 0.00% | No change | 6 | $443 |
| SWAN Capital LLC | 0.00% | New | 4 | $295 |
| Assetmark, Inc. | 0.00% | New | 4 | $295 |
| Huntington National Bank | 0.00% | New | 3 | $222 |
| Lanark Financial, Inc. | 0.02% | — | 2 | $181 |
| Global Financial Private Client, LLC | 0.00% | New | 2 | $148 |
| Coppell Advisory Solutions LLC | 0.00% | No change | 1 | $75 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $74 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $74 |
| YANKCOM Partnership | 0.00% | — | 1 | $74 |
"% of holder's portfolio" is OTTR's weight in each manager's 13F, not the share of Otter Tail Corp. the manager owns.