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 |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
62
shares
|
$5,143
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
62
shares
|
$5,143
0.0% of portfolio
|
Q3 2025
Added 463.64%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
60
shares
|
$4,977
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
60
shares
|
$4,977
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
56
shares
|
$4,645
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
55
shares
|
$4,562
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
51
shares
|
$4,230
0.0% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
50
shares
|
$4,148
0.0% of portfolio
|
Q3 2025
Added 108.33%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
46
shares
|
$3,816
0.0% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
40
shares
|
$3,318
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
38
shares
|
$3,152
0.0% of portfolio
|
Q3 2025
Reduced 43.28%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
35
shares
|
$2,903
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
34
shares
|
$2,820
0.0% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
33
shares
|
$2,737
0.0% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
28
shares
|
$2,322
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
28
shares
|
$2,322
0.0% of portfolio
|
Q3 2023
Reduced 12.5%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
27
shares
|
$2,239
0.0% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$2,074
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
24
shares
|
$1,991
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
19
shares
|
$1,576
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
17
shares
|
$1,410
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
15
shares
|
$1,244
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
12
shares
|
$995
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
12
shares
|
$995
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
11
shares
|
$912
0.0% of portfolio
|
Q2 2024
New holding
|
|