Institutional Ownership Otter Tail Corp (OTTR)
This table provides information about the institutional ownership of Otter Tail Corp (OTTR). We have compiled data on the 366 institutions that hold shares in the stock, with a total of 27.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
868
shares
|
$71,427
0.0% of portfolio
|
Q2 2025
Reduced 29.83%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
742
shares
|
$61,059
0.0% of portfolio
|
Q3 2022
Reduced 40.83%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
741
shares
|
$60,976
0.03% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
722
shares
|
$59,413
0.02% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
689
shares
|
$56,697
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
667
shares
|
$54,887
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
661
shares
|
$54,393
0.0% of portfolio
|
Q1 2025
Reduced 56.97%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
643
shares
|
$52,912
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
613
shares
|
$50,443
0.0% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
550
shares
|
$45,259
0.0% of portfolio
|
Q1 2025
Added 120.0%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
500
shares
|
$41,145
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
454
shares
|
$37,359
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
426
shares
|
$35,055
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
420
shares
|
$34,561
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
415
shares
|
$34,150
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
341
shares
|
$28,060
0.0% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
334
shares
|
$27,484
0.0% of portfolio
|
Q1 2021
Reduced 41.61%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
331
shares
|
$27,237
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
314
shares
|
$25,839
0.01% of portfolio
|
Q2 2024
Added 1208.33%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
300
shares
|
$24,687
0.01% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
300
shares
|
$24,687
0.0% of portfolio
|
Q2 2025
Reduced 25.37%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
264
shares
|
$21,724
0.0% of portfolio
|
Q2 2025
Reduced 32.13%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
263
shares
|
$21,642
0.0% of portfolio
|
Q2 2025
Reduced 99.82%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
258
shares
|
$21,230
0.0% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
239
shares
|
$19,667
0.0% of portfolio
|
Q2 2025
Reduced 4.4%
|