Otter TailOTTR
13F holders, Q1 2025 (March 31)333holders +9
42new positions
34sold out
8famous investors
$80.37avg. 13F price*
At the end of Q1 2025, 333 institutions reported holding Otter Tail Corp. (OTTR) in their 13F filings, up 9 from Q4 2024. 42 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($537.0M), Vanguard Group Inc. ($415.8M) and State Street Corp. ($128.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $30.8M |
| Exits | 34 | $36.3M |
All 13F filers, Q4 2024 → Q1 2025: 1,939,485 shares bought and 2,005,695 shares sold, net −66,210 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 333 holders
| BlackRock, Inc. | 0.01% | Reduce -4.3% | 6,681,719 | $537.0M |
| Vanguard Group Inc. | 0.01% | Reduce -1.9% | 5,173,233 | $415.8M |
| State Street Corp. | 0.01% | Reduce -3.5% | 1,603,418 | $128.9M |
| First Trust Advisors LP | 0.09% | Add +83.8% | 1,254,287 | $100.8M |
| Geode Capital Management, LLC | 0.01% | Add +3.4% | 1,025,465 | $82.4M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -5.9% | 912,069 | $73.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.8% | 551,338 | $44.3M |
| Northern Trust Corp. | 0.01% | Reduce -9.3% | 495,050 | $39.8M |
| Gabelli Funds LLC | 0.29% | Reduce -0.4% | 470,700 | $37.8M |
| Caisse de depot et placement du Quebec | 0.07% | Add +82.2% | 406,321 | $32.7M |
| Morgan Stanley | 0.00% | Reduce -21.9% | 399,498 | $32.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.1% | 392,368 | $31.5M |
| Invesco Ltd. | 0.00% | Add +9.8% | 319,907 | $25.7M |
| Bank of America Corp. | 0.00% | Add +37.5% | 310,914 | $25.0M |
| Millennium Management | 0.03% | Reduce -24.6% | 310,207 | $24.9M |
| JPMorgan Chase & Co. | 0.00% | Add +49.9% | 283,744 | $22.8M |
| GAMCO Investors | 0.24% | Reduce -0.2% | 273,192 | $22.0M |
| Principal Financial Group Inc. | 0.01% | Add +2.5% | 231,561 | $18.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.4% | 231,025 | $18.6M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | New | 220,000 | $17.7M |
| Federated Hermes, Inc. | 0.03% | Reduce -0.1% | 181,440 | $14.6M |
| Citadel Advisors | 0.01% | Reduce -17.3% | 178,188 | $14.3M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -14.2% | 176,090 | $14.2M |
| Nuveen, LLC | 0.00% | — | 164,446 | $13.2M |
| Fuller & Thaler Asset Management, Inc. | 0.05% | Reduce -6.5% | 144,489 | $11.6M |
| Public Sector Pension Investment Board | 0.05% | Add +27.4% | 132,669 | $10.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.2% | 125,876 | $10.1M |
| Bank & Trust Co | 8.10% | Reduce -1.5% | 123,472 | $9.9M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Reduce -31.1% | 118,245 | $9.5M |
| Victory Capital Management Inc. | 0.01% | Add +2.3% | 117,863 | $9.5M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 116,479 | $9.4M |
| Rhumbline Advisers | 0.01% | Reduce -0.5% | 108,160 | $8.7M |
| Legal & General Group Plc | 0.00% | Reduce -3.8% | 106,327 | $8.5M |
| D. E. Shaw & Co. | 0.01% | Add +22.6% | 100,876 | $8.1M |
| UBS Group AG | 0.00% | Reduce -61.8% | 100,289 | $8.1M |
| Tudor Investment Corporation | 0.07% | Reduce -6.7% | 99,819 | $8.0M |
| Balyasny Asset Management L.P. | 0.02% | Add +107.5% | 99,494 | $8.0M |
| Voloridge Investment Management, LLC | 0.03% | Add +28.1% | 98,499 | $7.9M |
| ProShare Advisors LLC | 0.02% | Reduce -13.0% | 96,948 | $7.8M |
| Phocas Financial Corp. | 1.18% | Reduce -5.5% | 95,905 | $7.7M |
| Prudential Financial Inc. | 0.01% | Add +107.6% | 88,253 | $7.1M |
| Whittier Trust Co. | 0.10% | Add +2.0% | 86,407 | $6.9M |
| Trexquant Investment LP | 0.08% | Reduce -13.8% | 85,388 | $6.9M |
| Swiss National Bank | 0.00% | Reduce -1.4% | 73,000 | $5.9M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +138.7% | 70,966 | $5.7M |
| Denali Advisors LLC | 0.62% | Add +883.4% | 67,959 | $5.5M |
| New York State Common Retirement Fund | 0.01% | Add +44.6% | 64,183 | $5.2M |
| LPL Financial LLC | 0.00% | Add +1.2% | 60,575 | $4.9M |
| Citigroup Inc. | 0.00% | Add +3.3% | 59,665 | $4.8M |
| Buck Wealth Strategies, LLC | 0.87% | Add +10.1% | 59,390 | $4.8M |
| Barclays PLC | 0.00% | Reduce -24.9% | 56,880 | $4.6M |
| Jane Street Group, LLC | 0.01% | Add +190.8% | 54,112 | $4.3M |
| Wells Fargo & Company | 0.00% | Reduce -1.2% | 51,508 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Add +174.2% | 50,671 | $4.1M |
| OneAscent Financial Services LLC | 0.26% | Add +98.3% | 48,948 | $4.0M |
| Man Group plc | 0.01% | Add +4.9% | 49,288 | $4.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.3% | 47,044 | $3.8M |
| Whittier Trust Co. of Nevada Inc. | 0.09% | Add +4.4% | 45,780 | $3.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.1% | 45,642 | $3.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +87.7% | 43,470 | $3.5M |
| First Manhattan Co. Llc. | 0.01% | Reduce -3.4% | 41,930 | $3.4M |
| Palisades Investment Partners, LLC | 1.62% | Reduce -0.3% | 40,191 | $3.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.2% | 39,266 | $3.2M |
| Bridgeway Capital Management, LLC | 0.08% | No change | 38,100 | $3.1M |
| Marshall Wace, LLP | 0.00% | Reduce -56.4% | 37,858 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Add +2.1% | 36,957 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -10.2% | 36,074 | $2.9M |
| Deutsche Bank AG | 0.00% | Reduce -3.7% | 35,962 | $2.9M |
| California State Teachers Retirement System | 0.00% | Reduce -1.5% | 34,937 | $2.8M |
| Martingale Asset Management L P | 0.07% | Reduce -12.0% | 33,263 | $2.7M |
| US Bancorp \de | 0.00% | Add +0.1% | 32,740 | $2.6M |
| Quantbot Technologies LP | 0.08% | Add +46.7% | 31,827 | $2.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.0% | 30,723 | $2.5M |
| Royce & Associates LP | 0.03% | Add +6.4% | 30,371 | $2.4M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -12.1% | 30,227 | $2.4M |
| Vest Financial, LLC | 0.04% | New | 29,999 | $2.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | — | 29,454 | $2.4M |
| Mariner, LLC | 0.00% | Add +0.9% | 28,109 | $2.3M |
| Brandywine Global Investment Management, LLC | 0.02% | Reduce -3.9% | 27,479 | $2.2M |
| Edgestream Partners, L.P. | 0.07% | Reduce -68.1% | 26,605 | $2.1M |
| Janus Henderson Group PLC | 0.00% | Add +4.0% | 26,184 | $2.1M |
| Nebula Research & Development LLC | 0.19% | Add +31.9% | 26,083 | $2.1M |
| BNP Paribas Financial Markets | 0.00% | Add +11.1% | 24,618 | $2.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.5% | 24,611 | $2.0M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.0% | 24,362 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.9% | 23,951 | $1.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -70.0% | 23,758 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -9.6% | 23,719 | $1.9M |
| Comerica Bank | 0.01% | Reduce -1.7% | 23,420 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.3% | 23,177 | $1.9M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.1% | 22,881 | $1.8M |
| AQR Capital Management | 0.00% | Add +26.9% | 22,709 | $1.8M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 22,281 | $1.8M |
| Alps Advisors Inc. | 0.01% | Add +5.2% | 22,253 | $1.8M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 21,616 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +25.1% | 21,502 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.9% | 21,133 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.1% | 20,891 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -9.8% | 20,684 | $1.7M |
| Holocene Advisors, LP | 0.00% | Reduce -31.0% | 20,611 | $1.7M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -50.5% | 20,100 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.5% | 19,700 | $1.6M |
| Intech Investment Management LLC | 0.02% | Add +12.3% | 18,905 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.1% | 17,878 | $1.4M |
| Focus Financial Network, Inc. | 0.06% | Add +0.5% | 17,665 | $1.4M |
| Verition Fund Management LLC | 0.01% | Reduce -48.3% | 17,136 | $1.4M |
| John G Ullman & Associates Inc. | 0.20% | Reduce -0.6% | 15,950 | $1.3M |
| Squarepoint Ops LLC | 0.00% | Add +311.7% | 15,930 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -10.9% | 15,848 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.6% | 15,597 | $1.3M |
| Virtus Advisers, LLC | 0.81% | New | 15,084 | $1.2M |
| American Century Companies Inc. | 0.00% | Reduce -0.5% | 14,809 | $1.2M |
| North Star Investment Management Corp. | 0.09% | Add +8.1% | 14,681 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 14,660 | $1.2M |
| New York State Teachers Retirement System | 0.00% | Reduce -0.7% | 14,539 | $1.2M |
| WINTON GROUP Ltd | 0.07% | Add +2.9% | 14,380 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Add +56.7% | 13,982 | $1.1M |
| Voya Investment Management LLC | 0.00% | Reduce -1.3% | 13,777 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 13,618 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -6.2% | 12,230 | $983K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -13.2% | 12,166 | $978K |
| Bank of Montreal | 0.00% | Add +12.8% | 12,150 | $976K |
| NJ State Employees Deferred Compensation Plan | 0.12% | No change | 12,000 | $964K |
| Amalgamated Bank | 0.01% | Reduce -3.4% | 11,924 | $958K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 11,503 | $924K |
| Franklin Resources Inc. | 0.00% | Reduce -58.1% | 11,431 | $919K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +51.5% | 10,838 | $881K |
| Cetera Investment Advisers | 0.00% | Add +125.0% | 10,856 | $873K |
| Two Sigma Advisers, LP | 0.00% | Add +13.7% | 10,800 | $868K |
| Arizona State Retirement System | 0.01% | Reduce -1.1% | 10,796 | $868K |
| Cwm, LLC | 0.00% | Reduce -10.6% | 10,707 | $861K |
| Natixis Advisors, LLC | 0.00% | New | 10,596 | $852K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +6.9% | 10,600 | $852K |
| Dark Forest Capital Management LP | 0.04% | New | 10,216 | $821K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.1% | 10,010 | $805K |
| Aster Capital Management (DIFC) Ltd | 0.15% | New | 10,002 | $797K |
| Vista Investment Partners LLC | 0.24% | Reduce -5.8% | 9,899 | $796K |
| Dynamic Technology Lab Private Ltd | 0.11% | Add +111.5% | 9,880 | $794K |
| Aquatic Capital Management LLC | 0.02% | Reduce -48.8% | 9,542 | $767K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.0% | 9,523 | $765K |
| Foster & Motley Inc. | 0.05% | Reduce -2.9% | 9,198 | $739K |
| Cibc World Markets Corp. | 0.01% | Add +137.2% | 9,179 | $738K |
| Entropy Technologies, LP | 0.07% | Reduce -7.1% | 9,150 | $735K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.1% | 8,988 | $722K |
| Creative Planning | 0.00% | Add +11.4% | 8,821 | $709K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 8,807 | $708K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.2% | 8,642 | $695K |
| Linden Thomas Advisory Services, LLC | 0.09% | Add +12.8% | 8,509 | $684K |
| Sterling Capital Management LLC | 0.01% | Reduce -12.0% | 8,473 | $681K |
| Bremer Bank National Association | 0.12% | No change | 8,384 | $674K |
| Vident Advisory, LLC | 0.01% | Reduce -74.1% | 8,316 | $668K |
| NorthRock Partners, LLC | 0.02% | Reduce -1.9% | 8,304 | $667K |
| James Investment Research, Inc. | 0.08% | No change | 8,302 | $667K |
| AlphaQuest LLC | 0.07% | Reduce -23.3% | 8,245 | $663K |
| Sequoia Financial Advisors, LLC | 0.01% | New | 8,242 | $662K |
| Focus Partners Wealth | 0.00% | New | 8,035 | $646K |
| Pictet Asset Management Holding SA | 0.00% | Add +5.8% | 7,632 | $613K |
| Bluespring Wealth Management, LLC | 0.06% | No change | 7,459 | $599K |
| Sei Investments Co. | 0.00% | Reduce -3.9% | 7,405 | $595K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +99.3% | 7,317 | $588K |
| MML Investors Services, LLC | 0.00% | Add +34.3% | 7,187 | $578K |
| Twinbeech Capital LP | 0.01% | New | 7,184 | $577K |
| RBA Wealth Management, LLC | 0.23% | Reduce -5.7% | 7,094 | $570K |
| Gotham Asset Management | 0.00% | Reduce -1.6% | 7,024 | $565K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.4% | 6,964 | $560K |
| Envestnet Asset Management Inc. | 0.00% | Add +28.2% | 6,661 | $535K |
| Coldstream Capital Management Inc. | 0.01% | Add +8.4% | 6,636 | $533K |
| Engineers Gate Manager LP | 0.01% | New | 6,634 | $533K |
| Assenagon Asset Management S.A. | 0.00% | Add +4.5% | 6,441 | $518K |
| FMR LLC | 0.00% | Add +20.9% | 6,358 | $511K |
| D.A. Davidson & Co. | 0.00% | Reduce -11.4% | 6,161 | $495K |
| Aigen Investment Management, LP | 0.08% | New | 6,142 | $494K |
| Bokf, NA | 0.01% | Reduce -22.2% | 6,110 | $491K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.9% | 6,091 | $490K |
| HSBC Holdings PLC | 0.00% | Reduce -38.8% | 5,954 | $482K |
| HighTower Advisors, LLC | 0.00% | Add +7.7% | 5,599 | $450K |
| Jones Financial Companies LLLP | 0.00% | Add +163.0% | 5,565 | $449K |
| Teacher Retirement System of Texas | 0.00% | Reduce -56.6% | 5,503 | $442K |
| New Age Alpha Advisors, LLC | 0.02% | Add +318.8% | 5,315 | $427K |
| Opus Capital Group, LLC | 0.05% | No change | 5,266 | $423K |
| PNC Financial Services Group, Inc. | 0.00% | Add +20.8% | 5,011 | $403K |
| Hendershot Investments Inc. | 0.05% | No change | 5,000 | $402K |
| Valtinson Bruner Financial Planning LLC | 0.13% | No change | 4,937 | $397K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.4% | 4,709 | $378K |
| Savant Capital, LLC | 0.00% | Add +0.7% | 4,701 | $378K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.1% | 4,686 | $377K |
| Quadrant Capital Group LLC | 0.01% | Add +2184.3% | 4,660 | $375K |
| Baird Financial Group, Inc. | 0.00% | Reduce -28.4% | 4,657 | $374K |
| Alternative Investment Advisors, LLC. | 0.20% | Add +0.6% | 4,650 | $374K |
| Mackenzie Financial Corp. | 0.00% | Reduce -22.1% | 4,643 | $373K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,608 | $370K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 4,588 | $369K |
| Quantinno Capital Management LP | 0.00% | Add +64.2% | 4,531 | $364K |
| Modern Wealth Management, LLC | 0.01% | Reduce -0.1% | 4,482 | $360K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 4,390 | $353K |
| Stifel Financial Corp. | 0.00% | Add +27.9% | 4,333 | $348K |
| Accredited Investors Inc. | 0.02% | Add +1.0% | 4,310 | $346K |
| Cynosure Group, LLC | 0.05% | Add +15.1% | 4,306 | $346K |
| Secure Asset Management, LLC | 0.07% | No change | 4,246 | $341K |
| Wealth Forward, LLC | 0.24% | No change | 4,238 | $341K |
| Independent Advisor Alliance | 0.01% | New | 4,235 | $340K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.3% | 4,185 | $336K |
| Harbour Investments, Inc. | 0.01% | Add +0.3% | 4,139 | $333K |
| Bell Bank | 0.02% | No change | 4,086 | $328K |
| Oxford Asset Management LLP | 0.15% | New | 4,040 | $325K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,991 | $321K |
| Chesley Taft & Associates LLC | 0.01% | No change | 3,680 | $296K |
| Ifrah Financial Services, Inc. | 0.08% | Reduce -2.6% | 3,677 | $296K |
| Atlas Brown,Inc. | 0.10% | No change | 3,491 | $281K |
| iSAM Funds (UK) Ltd | 0.13% | New | 3,178 | $255K |
| Lifelong Wealth Advisors, Inc. | 0.12% | Add +0.3% | 3,174 | $255K |
| CW Advisors, LLC | 0.00% | Add +3.5% | 3,104 | $249K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -1.0% | 3,099 | $249K |
| Xponance LLC | 0.00% | Add +5.1% | 3,097 | $249K |
| Hancock Whitney Corp. | 0.01% | Reduce -2.4% | 3,081 | $248K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,986 | $240K |
| Vestcor Inc | 0.01% | Reduce -29.1% | 2,969 | $239K |
| Guggenheim Capital LLC | 0.00% | Reduce -36.3% | 2,928 | $235K |
| Jain Global LLC | 0.00% | New | 2,913 | $234K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | No change | 2,880 | $231K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -4.7% | 2,869 | $231K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -0.3% | 2,838 | $228K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.9% | 2,825 | $227K |
| Wealth Alliance Advisory Group, LLC | 0.05% | No change | 2,779 | $223K |
| United Services Automobile Association | 0.01% | New | 2,765 | $223K |
| Covestor Ltd | 0.15% | Add +4.1% | 2,768 | $222K |
| &partners | 0.00% | New | 2,699 | $218K |
| Farther Finance Advisors, LLC | 0.01% | Add +1116.4% | 2,664 | $217K |
| Monument Capital Management | 0.07% | New | 2,683 | $216K |
| Compass Financial Group, INC | 0.04% | New | 2,634 | $212K |
| Evergreen Capital Management LLC | 0.01% | Reduce -20.0% | 2,620 | $211K |
| IHT Wealth Management, LLC | 0.01% | New | 2,594 | $208K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.3% | 2,590 | $208K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 2,545 | $205K |
| Cresset Asset Management, LLC | 0.00% | New | 2,540 | $204K |
| Bridgewater Associates | 0.00% | New | 2,526 | $203K |
| Lanark Financial, Inc. | 0.02% | — | 2,455 | $197K |
| Shell Asset Management Co. | 0.01% | Add +136.1% | 2,163 | $174K |
| STRS Ohio | 0.00% | Add +162.5% | 2,100 | $169K |
| JNBA Financial Advisors | 0.02% | Add +6.7% | 1,830 | $147K |
| Harvest Fund Management Co., Ltd | 0.01% | New | 1,810 | $145K |
| KBC Group NV | 0.00% | Add +2.5% | 1,646 | $132K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,526 | $121K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -17.6% | 1,237 | $99K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -54.9% | 1,300 | $97K |
| USA Financial Formulas | 0.02% | Add +53.5% | 1,202 | $97K |
| High Note Wealth, LLC | 0.02% | No change | 1,188 | $95K |
| Abound Wealth Management | 0.03% | Reduce -0.1% | 1,151 | $92K |
| Crews Bank & Trust | 0.01% | No change | 1,092 | $88K |
| Financial Perspectives, Inc | 0.03% | No change | 1,036 | $83K |
| Hussman Strategic Advisors, Inc. | 0.02% | No change | 1,000 | $80K |
| Trust Co. of Vermont | 0.00% | No change | 904 | $73K |
| Fifth Third Bancorp | 0.00% | Add +6.7% | 896 | $72K |
| Costello Asset Management, INC | 0.03% | New | 822 | $66K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 860 | $64K |
| Geneos Wealth Management Inc. | 0.00% | No change | 742 | $60K |
| C M Bidwell & Associates Ltd. | 0.04% | Reduce -2.0% | 741 | $60K |
| Studio Investment Management LLC | 0.01% | No change | 680 | $55K |
| Goodman Advisory Group, LLC | 0.02% | New | 667 | $54K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -57.0% | 661 | $53K |
| Allworth Financial LP | 0.00% | Add +1.9% | 650 | $51K |
| Lazard Asset Management LLC | 0.00% | Reduce -79.6% | 598 | $48K |
| Public Employees Retirement System of Ohio | 0.00% | Add +11.9% | 590 | $47K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -69.2% | 569 | $46K |
| AdvisorNet Financial, Inc | 0.00% | Add +120.0% | 550 | $44K |
| Asset Planning,Inc | 0.03% | No change | 500 | $40K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 500 | $40K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 454 | $36K |
| Chilton Capital Management LLC | 0.00% | No change | 426 | $34K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | — | 420 | $34K |
| GAMMA Investing LLC | 0.00% | Add +24.5% | 402 | $32K |
| Blue Trust, Inc. | 0.00% | Reduce -16.2% | 389 | $31K |
| IFP Advisors, Inc | 0.00% | Reduce -0.3% | 370 | $30K |
| West Financial Advisors, LLC | 0.01% | No change | 334 | $27K |
| TD Private Client Wealth LLC | 0.00% | No change | 329 | $26K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -34.3% | 318 | $26K |
| Hemington Wealth Management | 0.00% | Add +8.7% | 250 | $20K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +42.3% | 239 | $19K |
| Bessemer Group Inc. | 0.00% | Add +57.6% | 238 | $19K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 220 | $18K |
| Independence Bank of Kentucky | 0.00% | No change | 200 | $16K |
| IAG Wealth Partners, LLC | 0.00% | No change | 200 | $16K |
| N.E.W. Advisory Services LLC | 0.00% | New | 200 | $16K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 192 | $15K |
| MAI Capital Management | 0.00% | No change | 190 | $15K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 160 | $13K |
| Optiver Holding B.V. | 0.00% | New | 160 | $13K |
| Leonteq Securities AG | 0.00% | No change | 159 | $13K |
| Principal Securities, Inc. | 0.00% | No change | 157 | $12K |
| UMB Bank, n.a. | 0.00% | Add +113.6% | 141 | $11K |
| Salomon & Ludwin, LLC | 0.00% | No change | 133 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -38.9% | 124 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +293.6% | 122 | $10K |
| Signaturefd, LLC | 0.00% | Add +5.2% | 121 | $10K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 106 | $9K |
| Hexagon Capital Partners LLC | 0.00% | Add +3.1% | 99 | $8K |
| Sierra Ocean, LLC | 0.01% | No change | 98 | $8K |
| Broadwater Capital Management LLC | 0.01% | No change | 95 | $8K |
| Rothschild Investment LLC | 0.00% | Add +275.0% | 75 | $6K |
| Atala Financial Inc | 0.00% | No change | 74 | $6K |
| WealthCollab, LLC | 0.00% | New | 66 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +11.1% | 60 | $5K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 55 | $4K |
| Global Wealth Strategies & Associates | 0.00% | No change | 55 | $4K |
| Lindbrook Capital, LLC | 0.00% | Add +15.0% | 46 | $4K |
| Brooklyn Investment Group | 0.00% | Add +192.9% | 41 | $3K |
| Concord Wealth Partners | 0.00% | No change | 40 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +65.2% | 38 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 34 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 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% | No change | 25 | $2K |
| Arax Advisory Partners | 0.00% | New | 21 | $2K |
| Larson Financial Group LLC | 0.00% | Add +216.7% | 19 | $2K |
| SouthState Bank Corp | 0.00% | New | 17 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 15 | $1K |
| Archer Investment Corp | 0.00% | No change | 12 | $964 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 11 | $905 |
| Bare Financial Services, Inc | 0.00% | New | 10 | $804 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -9.1% | 10 | $804 |
| True Wealth Design, LLC | 0.00% | New | 7 | $563 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $563 |
| SJS Investment Consulting Inc. | 0.00% | No change | 6 | $483 |
| Global Financial Private Client, LLC | 0.00% | Add +200.0% | 6 | $482 |
| Stephens Consulting, LLC | 0.00% | New | 5 | $402 |
| Assetmark, Inc. | 0.00% | No change | 4 | $321 |
| Manchester Capital Management LLC | 0.00% | New | 3 | $242 |
| Huntington National Bank | 0.00% | No change | 3 | $241 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $81 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $80 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $80 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 6 | $0 |
"% of holder's portfolio" is OTTR's weight in each manager's 13F, not the share of Otter Tail Corp. the manager owns.