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 369 institutions that hold shares in the stock, with a total of 28 Million shares, which have been reported (via 13F filing form) to have a value of $2.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
3,665
shares
|
$304,048
0.02% of portfolio
|
Q2 2022
Added 4.06%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
3,658
shares
|
$303,467
0.0% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
3,638
shares
|
$301,808
0.08% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
3,491
shares
|
$289,613
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,424
shares
|
$284,055
0.0% of portfolio
|
Q3 2025
Added 15.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
3,375
shares
|
$279,990
0.0% of portfolio
|
Q3 2025
Reduced 15.07%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,366
shares
|
$279,243
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
3,285
shares
|
$272,523
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
3,222
shares
|
$267,297
0.01% of portfolio
|
Q3 2025
Reduced 18.16%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
3,164
shares
|
$262,485
0.08% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Mann Financial Group, Inc.
Detroit Lakes, MN |
Nov 12, 2025 Q3 2025 |
3,129
shares
|
$259,581
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
3,028
shares
|
$251,202
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
3,003
shares
|
$249,128
0.0% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
3,003
shares
|
$249,128
0.0% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
2,969
shares
|
$246,308
0.01% of portfolio
|
Q1 2025
Reduced 29.12%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
2,880
shares
|
$238,924
0.0% of portfolio
|
Q4 2024
Reduced 41.52%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
2,825
shares
|
$234,361
0.0% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
2,805
shares
|
$232,702
0.0% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Aigen Investment Management, LP
|
Nov 14, 2025 Q3 2025 |
2,800
shares
|
$232,287
0.04% of portfolio
|
Q3 2025
Reduced 54.41%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
2,779
shares
|
$230,545
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
2,765
shares
|
$229,384
0.0% of portfolio
|
Q3 2025
Reduced 10.66%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
2,683
shares
|
$222,581
0.01% of portfolio
|
Q3 2025
Added 30.81%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
2,666
shares
|
$221,171
0.03% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,619
shares
|
$217,272
0.01% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
2,404
shares
|
$199,435
0.01% of portfolio
|
Q3 2025
Added 165.93%
|
|