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 |
|---|---|---|---|---|---|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
800
shares
|
$66,368
0.0% of portfolio
|
Q3 2025
Reduced 27.27%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
742
shares
|
$61,556
0.0% of portfolio
|
Q3 2022
Reduced 40.83%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
740
shares
|
$61,390
0.03% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
723
shares
|
$59,980
0.02% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
676
shares
|
$56,080
0.01% of portfolio
|
Q3 2025
Reduced 61.08%
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
667
shares
|
$55,334
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
661
shares
|
$54,836
0.0% of portfolio
|
Q1 2025
Reduced 56.97%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
650
shares
|
$53,923
0.0% of portfolio
|
Q3 2025
Added 18.18%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
645
shares
|
$53,509
0.0% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
629
shares
|
$52,181
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
500
shares
|
$41,480
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
454
shares
|
$37,663
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
432
shares
|
$35,838
0.0% of portfolio
|
Q3 2025
Added 44.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
426
shares
|
$35,340
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
420
shares
|
$34,843
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
356
shares
|
$29,533
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
355
shares
|
$29,450
0.01% of portfolio
|
Q3 2025
Reduced 44.79%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
353
shares
|
$29,284
0.0% of portfolio
|
Q3 2025
Added 530.36%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
334
shares
|
$27,708
0.0% of portfolio
|
Q1 2021
Reduced 41.61%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
333
shares
|
$27,625
0.01% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
314
shares
|
$26,049
0.01% of portfolio
|
Q2 2024
Added 1208.33%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
300
shares
|
$24,887
0.01% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
273
shares
|
$22,648
0.0% of portfolio
|
Q3 2025
Added 79.61%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
264
shares
|
$21,901
0.0% of portfolio
|
Q2 2025
Reduced 32.13%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
244
shares
|
$20,242
0.0% of portfolio
|
Q3 2025
Added 1061.9%
|
|