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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
240
shares
|
$19,910
0.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
220
shares
|
$18,251
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
210
shares
|
$17,421
0.0% of portfolio
|
Q3 2025
Added 1300.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
208
shares
|
$17,255
0.02% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
200
shares
|
$16,592
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
200
shares
|
$16,592
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
200
shares
|
$16,592
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
194
shares
|
$16,094
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
181
shares
|
$15,015
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
164
shares
|
$13,605
0.0% of portfolio
|
Q3 2025
Reduced 24.07%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
160
shares
|
$13,273
0.0% of portfolio
|
Q1 2023
Added 0.63%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
160
shares
|
$13,273
0.0% of portfolio
|
Q3 2025
Added 79.78%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
153
shares
|
$12,692
0.0% of portfolio
|
Q3 2025
Reduced 55.13%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
140
shares
|
$11,614
0.0% of portfolio
|
Q3 2025
Reduced 26.32%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
127
shares
|
$10,535
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
115
shares
|
$9,540
0.0% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
106
shares
|
$8,793
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
100
shares
|
$8,296
0.0% of portfolio
|
Q3 2025
Added 222.58%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
95
shares
|
$7,881
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
94
shares
|
$7,798
0.0% of portfolio
|
Q2 2025
Reduced 40.13%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
90
shares
|
$7,466
0.0% of portfolio
|
Q2 2025
Reduced 95.03%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
83
shares
|
$6,885
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
81
shares
|
$6,719
0.0% of portfolio
|
Q2 2025
Added 22.73%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
80
shares
|
$6,636
0.0% of portfolio
|
Q3 2025
Reduced 96.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
68
shares
|
$5,641
0.0% of portfolio
|
Q3 2022
New holding
|
|