Otter TailOTTR
13F holders, Q1 2026 (March 31)347holders −7
24new positions
28sold out
9famous investors
$87.74avg. 13F price*
At the end of Q1 2026, 347 institutions reported holding Otter Tail Corp. (OTTR) in their 13F filings, down 7 from Q4 2025. 24 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($563.9M), Vanguard Portfolio Management LLC ($258.7M) and Vanguard Capital Management LLC ($163.8M). 9 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Otter Tail Corp.
- CUSIP
- 689648103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $9.2M |
| Exits | 28 | $24.8M |
All 13F filers, Q4 2025 → Q1 2026: 2,402,561 shares bought and 1,279,009 shares sold, net +1,123,552 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 347 holders
| BlackRock, Inc. | 0.01% | Add +0.5% | 6,424,374 | $563.9M |
| Vanguard Portfolio Management LLC | 0.01% | — | 2,947,184 | $258.7M |
| Vanguard Capital Management LLC | 0.00% | — | 1,865,713 | $163.8M |
| State Street Corp. | 0.00% | Add +0.5% | 1,569,348 | $137.7M |
| Geode Capital Management, LLC | 0.01% | Add +3.5% | 1,054,887 | $92.6M |
| LSV Asset Management | 0.20% | Add +94.2% | 1,042,913 | $91.5M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.2% | 815,241 | $71.6M |
| Two Sigma Investments, LP | 0.05% | Add +144.0% | 662,934 | $58.2M |
| Morgan Stanley | 0.00% | Add +16.4% | 654,434 | $57.4M |
| First Trust Advisors LP | 0.04% | Reduce -25.2% | 606,504 | $53.2M |
| Caisse de depot et placement du Quebec | 0.08% | Add +2.7% | 569,933 | $50.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.6% | 524,121 | $46.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +47.5% | 485,351 | $42.6M |
| Gabelli Funds LLC | 0.28% | Reduce -0.4% | 467,200 | $41.0M |
| Northern Trust Corp. | 0.01% | Add +4.2% | 432,012 | $37.9M |
| D. E. Shaw & Co. | 0.03% | Add +60.9% | 399,426 | $35.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.2% | 350,608 | $30.8M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Reduce -0.6% | 342,000 | $30.0M |
| Bank of America Corp. | 0.00% | Add +3.5% | 336,483 | $29.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.9% | 339,633 | $29.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 272,408 | $23.9M |
| Qube Research & Technologies Ltd | 0.03% | Add +33.1% | 267,854 | $23.5M |
| GAMCO Investors | 0.23% | Reduce -2.8% | 264,800 | $23.2M |
| Victory Capital Management Inc. | 0.01% | Add +96.5% | 252,376 | $22.2M |
| Principal Financial Group Inc. | 0.01% | Add +16.2% | 231,889 | $20.4M |
| Invesco Ltd. | 0.00% | Reduce -2.6% | 225,173 | $19.8M |
| Public Sector Pension Investment Board | 0.05% | Add +2.4% | 198,660 | $17.4M |
| Nuveen, LLC | 0.00% | Add +24.5% | 189,228 | $16.6M |
| Royal Bank of Canada | 0.00% | Add +30.8% | 178,161 | $15.6M |
| Federated Hermes, Inc. | 0.02% | Reduce -18.4% | 167,565 | $14.7M |
| UBS Group AG | 0.00% | Add +63.8% | 156,553 | $13.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +197.4% | 132,470 | $11.6M |
| Millennium Management | 0.01% | Reduce -11.1% | 130,211 | $11.4M |
| Bank & Trust Co | 7.06% | Reduce -2.3% | 119,236 | $10.5M |
| Jane Street Group, LLC | 0.01% | Reduce -15.6% | 117,441 | $10.3M |
| Franklin Resources Inc. | 0.00% | Add +202.9% | 112,072 | $9.8M |
| US Bancorp \de | 0.01% | Add +201.7% | 110,811 | $9.7M |
| Whittier Trust Co. | 0.10% | Add +10.0% | 99,012 | $8.8M |
| Rhumbline Advisers | 0.01% | Add +1.7% | 98,929 | $8.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.8% | 95,749 | $8.4M |
| Marshall Wace, LLP | 0.01% | Reduce -45.1% | 95,162 | $8.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.4% | 94,571 | $8.3M |
| Legal & General Group Plc | 0.00% | Reduce -8.9% | 94,077 | $8.3M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -19.3% | 90,439 | $7.9M |
| Denali Advisors LLC | 0.88% | Add +1.4% | 89,909 | $7.9M |
| Tudor Investment Corporation | 0.04% | Add +14.5% | 85,866 | $7.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +30.3% | 81,968 | $7.2M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -3.9% | 80,353 | $7.1M |
| HRT Financial LP | 0.02% | Reduce -29.4% | 78,965 | $6.9M |
| Phocas Financial Corp. | 1.05% | Reduce -21.7% | 76,483 | $6.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +34.5% | 75,655 | $6.6M |
| ProShare Advisors LLC | 0.01% | Reduce -6.0% | 74,889 | $6.6M |
| Swiss National Bank | 0.00% | No change | 74,400 | $6.5M |
| Prudential Financial Inc. | 0.01% | Reduce -24.8% | 69,619 | $6.1M |
| New York State Common Retirement Fund | 0.01% | No change | 69,282 | $6.1M |
| American Century Companies Inc. | 0.00% | Add +59.0% | 63,482 | $5.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -19.0% | 62,148 | $5.5M |
| Squarepoint Ops LLC | 0.01% | Reduce -26.6% | 61,627 | $5.4M |
| LPL Financial LLC | 0.00% | Reduce -8.8% | 58,438 | $5.1M |
| Man Group plc | 0.01% | Add +18.1% | 55,887 | $4.9M |
| Citadel Advisors | 0.00% | Reduce -55.6% | 51,202 | $4.5M |
| Whittier Trust Co. of Nevada Inc. | 0.09% | Add +1.6% | 48,935 | $4.3M |
| Wells Fargo & Company | 0.00% | Reduce -37.6% | 48,477 | $4.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +42.3% | 45,393 | $4.0M |
| California State Teachers Retirement System | 0.00% | Add +24.5% | 44,504 | $3.9M |
| Palisades Investment Partners, LLC | 1.53% | Add +8.5% | 44,369 | $3.9M |
| XTX Topco Ltd | 0.07% | Add +35.1% | 43,823 | $3.8M |
| Barclays PLC | 0.00% | Reduce -34.3% | 43,312 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Add +0.2% | 42,745 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +2.6% | 42,250 | $3.7M |
| Vest Financial, LLC | 0.04% | Reduce -24.6% | 41,054 | $3.6M |
| Martingale Asset Management L P | 0.09% | Add +19.5% | 39,731 | $3.5M |
| Benjamin Edwards Inc. | 0.03% | Add +2.4% | 39,229 | $3.4M |
| Deutsche Bank AG | 0.00% | Add +10.8% | 38,809 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -9.1% | 41,723 | $3.4M |
| Citigroup Inc. | 0.00% | Reduce -10.3% | 34,495 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.6% | 34,295 | $3.0M |
| First Manhattan Co. Llc. | 0.01% | Reduce -11.5% | 33,801 | $3.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +4.4% | 31,924 | $2.8M |
| Royce & Associates LP | 0.03% | Reduce -0.6% | 31,535 | $2.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 29,363 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.4% | 26,865 | $2.4M |
| Mariner, LLC | 0.00% | Add +3.1% | 26,345 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.3% | 25,969 | $2.3M |
| SG Americas Securities, LLC | 0.00% | Add +86.8% | 25,504 | $2.2M |
| John G Ullman & Associates Inc. | 0.30% | Add +2.0% | 25,450 | $2.2M |
| OneAscent Financial Services LLC | 0.12% | New | 25,018 | $2.2M |
| Bridgeway Capital Management, LLC | 0.04% | Reduce -30.3% | 24,800 | $2.2M |
| Linden Thomas Advisory Services, LLC | 0.19% | Add +95.8% | 22,663 | $2.0M |
| AQR Capital Management | 0.00% | Add +38.3% | 22,037 | $1.9M |
| Advisors Asset Management, Inc. | 0.03% | Add +19.9% | 21,304 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Add +0.8% | 21,267 | $1.9M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -5.4% | 20,998 | $1.8M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +54.8% | 20,899 | $1.8M |
| Alps Advisors Inc. | 0.01% | Reduce -4.5% | 20,707 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -3.1% | 20,684 | $1.8M |
| PDT Partners, LLC | 0.11% | New | 20,600 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +65.2% | 20,107 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.5% | 19,472 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -3.1% | 18,600 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.1% | 18,095 | $1.6M |
| Quantbot Technologies LP | 0.06% | Add +126.0% | 18,079 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.0% | 17,908 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +7.8% | 17,884 | $1.6M |
| Fifth Third Bancorp | 0.00% | Add +1803.3% | 17,815 | $1.6M |
| Elo Mutual Pension Insurance Co | 0.02% | Reduce -26.1% | 17,067 | $1.5M |
| Focus Financial Network, Inc. | 0.05% | Add +7.8% | 16,945 | $1.5M |
| Vanguard Global Advisers, LLC | 0.00% | — | 16,860 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +0.5% | 16,313 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.9% | 15,833 | $1.4M |
| Janus Henderson Group PLC | 0.00% | No change | 15,542 | $1.4M |
| Bridgewater Associates | 0.01% | New | 15,201 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +23.2% | 15,010 | $1.3M |
| State of Wisconsin Investment Board | 0.00% | Reduce -34.1% | 14,751 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +40.9% | 14,748 | $1.3M |
| WINTON GROUP Ltd | 0.04% | Add +0.5% | 14,621 | $1.3M |
| North Star Investment Management Corp. | 0.08% | No change | 14,236 | $1.2M |
| Capital Fund Management S.A. | 0.01% | Reduce -8.8% | 14,022 | $1.2M |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -14.3% | 12,673 | $1.1M |
| New York State Teachers Retirement System | 0.00% | Reduce -10.6% | 12,505 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Add +5.6% | 12,158 | $1.1M |
| Engineers Gate Manager LP | 0.01% | Add +78.2% | 11,967 | $1.1M |
| Amalgamated Bank | 0.01% | Reduce -0.9% | 11,956 | $1.0M |
| Brevan Howard Capital Management LP | 0.01% | New | 11,693 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +11.1% | 11,596 | $1.0M |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -51.5% | 11,141 | $978K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.1% | 11,135 | $977K |
| Sei Investments Co. | 0.00% | Add +86.5% | 11,047 | $970K |
| Dark Forest Capital Management LP | 0.09% | Reduce -56.4% | 10,950 | $961K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 10,636 | $934K |
| James Investment Research, Inc. | 0.10% | Add +0.1% | 10,631 | $933K |
| Focus Partners Wealth | 0.00% | Add +4.1% | 10,602 | $931K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 10,544 | $925K |
| Eagle Global Advisors LLC | 0.03% | No change | 10,480 | $920K |
| Atom Investors LP | 0.07% | No change | 10,412 | $914K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 10,363 | $910K |
| Arizona State Retirement System | 0.01% | Reduce -1.6% | 10,359 | $909K |
| Great Valley Advisor Group, Inc. | 0.02% | No change | 10,201 | $896K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 10,139 | $890K |
| HighTower Advisors, LLC | 0.00% | Add +2.7% | 10,104 | $887K |
| Intech Investment Management LLC | 0.01% | Reduce -45.3% | 9,875 | $867K |
| Vista Investment Partners LLC | 0.23% | No change | 9,787 | $859K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 9,592 | $842K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 9,490 | $833K |
| Voya Investment Management LLC | 0.00% | Reduce -2.1% | 9,123 | $801K |
| Voleon Capital Management LP | 0.02% | Reduce -41.1% | 9,034 | $793K |
| Alerus Financial NA | 0.04% | No change | 9,028 | $792K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.9% | 9,001 | $790K |
| Bank of Montreal | 0.00% | Add +4.1% | 8,780 | $771K |
| Cwm, LLC | 0.00% | Reduce -0.4% | 8,407 | $738K |
| Curi Capital, LLC | 0.01% | Add +0.0% | 8,352 | $733K |
| NorthRock Partners, LLC | 0.01% | Reduce -0.2% | 8,224 | $722K |
| Amundi | 0.00% | Add +47.1% | 8,217 | $721K |
| FMR LLC | 0.00% | Add +1.7% | 7,965 | $699K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.3% | 7,758 | $681K |
| Foster & Motley Inc. | 0.04% | Reduce -4.1% | 7,750 | $680K |
| Private Advisor Group, LLC | 0.00% | Add +63.6% | 7,739 | $679K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -32.6% | 7,497 | $661K |
| Bluespring Wealth Management, LLC | 0.06% | No change | 7,459 | $655K |
| MML Investors Services, LLC | 0.00% | Reduce -14.1% | 7,155 | $628K |
| Pictet Asset Management Holding SA | 0.00% | Add +9.5% | 7,080 | $621K |
| Creative Planning | 0.00% | Add +16.1% | 7,021 | $616K |
| Virtus Advisers, LLC | 0.28% | No change | 6,854 | $602K |
| Infrastructure Capital Advisors, LLC | 0.08% | Add +15.5% | 6,794 | $596K |
| D.A. Davidson & Co. | 0.00% | Add +15.3% | 6,767 | $594K |
| Johnson Wealth Management, LLC | 0.28% | No change | 6,727 | $590K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -67.5% | 6,654 | $584K |
| Renaissance Technologies | 0.00% | Reduce -50.3% | 6,610 | $580K |
| Jones Financial Companies LLLP | 0.00% | Add +1.2% | 6,719 | $578K |
| Sterling Capital Management LLC | 0.01% | Reduce -37.6% | 6,332 | $556K |
| Maryland State Retirement & Pension System | 0.01% | No change | 6,110 | $536K |
| Janney Montgomery Scott LLC | 0.00% | Add +46.5% | 6,049 | $531K |
| RBA Wealth Management, LLC | 0.19% | Reduce -2.1% | 6,042 | $530K |
| Coldstream Capital Management Inc. | 0.01% | Add +2.2% | 5,983 | $525K |
| CIBC Bancorp USA Inc. | 0.00% | — | 5,935 | $521K |
| Guggenheim Capital LLC | 0.00% | Add +51.3% | 5,799 | $509K |
| Greenwood Capital Associates LLC | 0.05% | Add +35.1% | 5,568 | $489K |
| Fieldview Capital Management, LLC | 0.14% | New | 5,505 | $483K |
| Vident Advisory, LLC | 0.00% | Add +5.3% | 5,494 | $482K |
| Lido Advisors, LLC | 0.00% | Add +14.3% | 5,416 | $475K |
| Bravera Wealth | 0.21% | Add +12.5% | 5,399 | $474K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 5,388 | $473K |
| Opus Capital Group, LLC | 0.05% | No change | 5,266 | $462K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -1.4% | 5,246 | $460K |
| Envestnet Asset Management Inc. | 0.00% | Add +57.3% | 5,226 | $459K |
| Modern Wealth Management, LLC | 0.01% | Add +0.3% | 5,178 | $457K |
| Bayban | 0.40% | Add +11.4% | 5,201 | $456K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | New | 5,112 | $449K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +23.9% | 5,025 | $441K |
| Hendershot Investments Inc. | 0.06% | No change | 5,000 | $439K |
| Holocene Advisors, LP | 0.00% | New | 4,981 | $437K |
| Gotham Asset Management | 0.00% | Reduce -26.5% | 4,914 | $431K |
| Valtinson Bruner Financial Planning LLC | 0.12% | No change | 4,817 | $423K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.1% | 4,796 | $421K |
| Evolve Private Wealth, LLC | 0.02% | Add +3.8% | 4,772 | $419K |
| Alternative Investment Advisors, LLC. | 0.19% | Add +0.7% | 4,768 | $419K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -62.5% | 4,714 | $414K |
| Harbour Investments, Inc. | 0.01% | Add +7.2% | 4,610 | $405K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,608 | $404K |
| Quadrant Capital Group LLC | 0.01% | Add +0.8% | 4,576 | $402K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +1.3% | 4,518 | $397K |
| Accredited Investors Inc. | 0.02% | Add +0.6% | 4,407 | $387K |
| Wealth Forward, LLC | 0.21% | No change | 4,238 | $372K |
| Independent Advisor Alliance | 0.00% | No change | 4,236 | $372K |
| Mercer Global Advisors Inc. | 0.00% | Add +20.1% | 4,228 | $371K |
| Bokf, NA | 0.01% | Reduce -32.9% | 4,206 | $369K |
| Bell Bank | 0.02% | No change | 4,086 | $359K |
| Swiss Life Asset Management Ltd | 0.00% | Add +5.5% | 4,056 | $356K |
| Verition Fund Management LLC | 0.00% | Reduce -35.6% | 3,928 | $345K |
| First Citizens Bank & Trust Co. | 0.01% | Add +2.2% | 3,851 | $338K |
| Brooklyn Investment Group | 0.01% | Reduce -26.4% | 3,818 | $335K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +7.4% | 3,747 | $329K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.0% | 3,701 | $325K |
| Chesley Taft & Associates LLC | 0.01% | No change | 3,680 | $323K |
| Captrust Financial Advisors | 0.00% | Add +7.8% | 3,667 | $322K |
| Xponance LLC | 0.00% | Add +19.0% | 3,607 | $317K |
| Atlas Brown,Inc. | 0.09% | No change | 3,491 | $306K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.9% | 3,491 | $306K |
| Ifrah Financial Services, Inc. | 0.08% | Reduce -3.0% | 3,474 | $305K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.0% | 3,415 | $300K |
| Old National Bancorp | 0.00% | No change | 3,285 | $288K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,222 | $283K |
| Lifelong Wealth Advisors, Inc. | 0.07% | No change | 3,164 | $278K |
| Mann Financial Group, Inc. | 0.26% | No change | 3,129 | $275K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -13.4% | 3,056 | $268K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +8.6% | 3,029 | $266K |
| GW Henssler & Associates Ltd. | 0.01% | No change | 2,883 | $253K |
| Integrity Alliance, Llc. | 0.01% | No change | 2,809 | $247K |
| CIBC Asset Management Inc | 0.00% | Reduce -2.1% | 2,796 | $245K |
| Wealth Alliance Advisory Group, LLC | 0.04% | No change | 2,779 | $244K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 2,765 | $243K |
| &partners | 0.00% | Reduce -1.9% | 2,754 | $242K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 2,738 | $240K |
| Compass Financial Group, INC | 0.03% | Add +0.6% | 2,699 | $237K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.01% | No change | 2,683 | $235K |
| Gsa Capital Partners LLP | 0.01% | Reduce -85.2% | 2,683 | $235K |
| Stifel Financial Corp. | 0.00% | Reduce -21.3% | 2,620 | $230K |
| Savant Capital, LLC | 0.00% | Add +2.7% | 2,618 | $230K |
| denkapparat Operations GmbH | 0.09% | No change | 2,586 | $227K |
| Neuberger Berman Group LLC | 0.00% | New | 2,459 | $216K |
| Corient Private Wealth LP | 0.00% | New | 2,436 | $214K |
| Abel Hall, LLC | 0.04% | New | 2,401 | $211K |
| Daymark Wealth Partners, LLC | 0.01% | New | 2,400 | $211K |
| IHT Wealth Management, LLC | 0.00% | New | 2,322 | $204K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 2,060 | $181K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +2.1% | 2,022 | $177K |
| JNBA Financial Advisors | 0.01% | No change | 1,715 | $151K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,660 | $146K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,526 | $133K |
| Advisory Services Network, LLC | 0.00% | New | 1,499 | $132K |
| Rockefeller Capital Management L.P. | 0.00% | Add +132.3% | 1,366 | $120K |
| Allworth Financial LP | 0.00% | Reduce -2.8% | 1,304 | $114K |
| KBC Group NV | 0.00% | No change | 1,227 | $108K |
| Covestor Ltd | 0.07% | Reduce -25.1% | 1,184 | $104K |
| HM Payson & Co. | 0.00% | No change | 1,172 | $103K |
| Financial Perspectives, Inc | 0.03% | No change | 1,155 | $101K |
| Abound Wealth Management | 0.02% | No change | 1,151 | $101K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.4% | 1,123 | $99K |
| Signaturefd, LLC | 0.00% | Add +869.6% | 1,115 | $98K |
| Crews Bank & Trust | 0.01% | No change | 1,092 | $96K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.2% | 1,067 | $94K |
| International Assets Investment Management, LLC | 0.01% | Add +0.6% | 1,015 | $90K |
| Hussman Strategic Advisors, Inc. | 0.02% | No change | 1,000 | $88K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.5% | 936 | $82K |
| State of Wyoming | 0.01% | Reduce -50.8% | 823 | $72K |
| USA Financial Formulas | 0.01% | Reduce -41.1% | 810 | $71K |
| STRS Ohio | 0.00% | Add +33.3% | 800 | $70K |
| Geneos Wealth Management Inc. | 0.00% | No change | 742 | $65K |
| GAMMA Investing LLC | 0.00% | Add +33.6% | 739 | $65K |
| Hantz Financial Services, Inc. | 0.00% | Add +13.0% | 702 | $62K |
| High Note Wealth, LLC | 0.01% | No change | 677 | $59K |
| Goodman Advisory Group, LLC | 0.02% | No change | 667 | $59K |
| Public Employees Retirement System of Ohio | 0.00% | Add +3.8% | 664 | $58K |
| AdvisorNet Financial, Inc | 0.00% | No change | 650 | $57K |
| UMB Bank, n.a. | 0.00% | Add +0.8% | 649 | $57K |
| Costello Asset Management, INC | 0.02% | Reduce -13.9% | 618 | $54K |
| C M Bidwell & Associates Ltd. | 0.02% | Reduce -24.2% | 561 | $49K |
| Birchwood Financial Partners, Inc. | 0.04% | No change | 500 | $44K |
| Asset Planning,Inc | 0.03% | No change | 500 | $44K |
| SHP Wealth Management | 0.00% | No change | 500 | $44K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 454 | $40K |
| Chilton Capital Management LLC | 0.00% | No change | 426 | $37K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | No change | 420 | $37K |
| Bessemer Group Inc. | 0.00% | Add +36.0% | 408 | $36K |
| Salomon & Ludwin, LLC | 0.00% | Add +54.7% | 396 | $35K |
| Arax Advisory Partners | 0.00% | Add +4.5% | 396 | $35K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4.5% | 393 | $34K |
| Kemnay Advisory Services Inc. | 0.00% | Add +409.0% | 341 | $30K |
| HighMark Wealth Management LLC | 0.01% | Add +0.6% | 338 | $30K |
| West Financial Advisors, LLC | 0.01% | No change | 334 | $29K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 325 | $29K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +1.0% | 303 | $27K |
| Sound Income Strategies, LLC | 0.00% | Add +248.8% | 286 | $25K |
| Destiny Wealth Partners, LLC | 0.00% | New | 240 | $21K |
| Opal Wealth Advisors, LLC | 0.00% | New | 230 | $20K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 220 | $19K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 200 | $18K |
| Smallwood Wealth Investment Management, LLC | 0.01% | Add +0.5% | 197 | $17K |
| IFP Advisors, Inc | 0.00% | Reduce -2.1% | 190 | $17K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 160 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -10.1% | 124 | $11K |
| WealthCollab, LLC | 0.00% | No change | 119 | $10K |
| Larson Financial Group LLC | 0.00% | No change | 102 | $9K |
| Bare Financial Services, Inc | 0.00% | Add +14.8% | 101 | $9K |
| IAG Wealth Partners, LLC | 0.00% | No change | 100 | $9K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +121.4% | 93 | $8K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 90 | $8K |
| Broadwater Capital Management LLC | 0.01% | No change | 95 | $8K |
| Root Financial Partners, LLC | 0.00% | Add +16.2% | 79 | $7K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 67 | $6K |
| Rothschild Investment LLC | 0.00% | Add +12.7% | 62 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 62 | $5K |
| Global Wealth Strategies & Associates | 0.00% | No change | 55 | $5K |
| Colonial Trust Co / SC | 0.00% | Add +55.9% | 53 | $5K |
| Versant Capital Management, Inc | 0.00% | Add +7.1% | 45 | $4K |
| CVA Family Office, LLC | 0.00% | New | 41 | $4K |
| Assetmark, Inc. | 0.00% | No change | 40 | $4K |
| Ancora Advisors LLC | 0.00% | No change | 38 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 34 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 33 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 28 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 27 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +271.4% | 26 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -30.6% | 25 | $2K |
| Quarry LP | 0.00% | New | 25 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -22.6% | 24 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -94.1% | 23 | $2K |
| MAI Capital Management | 0.00% | New | 18 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 15 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 15 | $1K |
| Simplex Trading, LLC | 0.00% | Reduce -96.2% | 15 | $1K |
| Archer Investment Corp | 0.00% | No change | 12 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | Add +9.1% | 12 | $1K |
| SBI Securities Co., Ltd. | 0.00% | No change | 10 | $878 |
| Essential Partners LLC | 0.00% | No change | 8 | $702 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $527 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 6 | $526 |
| Gilpin Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $352 |
| Ankerstar Wealth, LLC | 0.00% | No change | 4 | $351 |
| Signature Equity Partners, LLC | 0.00% | No change | 4 | $351 |
| Rialto Wealth Management, LLC | 0.00% | Add +50.0% | 3 | $264 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $264 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $176 |
| Hughes Financial Services, LLC | 0.00% | Add +100.0% | 2 | $176 |
| Inspire Investing, LLC | 0.00% | No change | 1 | $128 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $88 |
| Curio Wealth, LLC | 0.00% | New | 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.