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 |
|---|---|---|---|---|---|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
6,297
shares
|
$522,399
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
6,293
shares
|
$522,067
0.01% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
6,170
shares
|
$511,863
0.01% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,130
shares
|
$508,544
0.0% of portfolio
|
Q2 2025
Added 97.49%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
6,024
shares
|
$499,751
0.01% of portfolio
|
Q3 2025
Reduced 51.08%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
6,012
shares
|
$498,755
0.0% of portfolio
|
Q3 2025
Reduced 14.03%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
5,924
shares
|
$491,455
0.0% of portfolio
|
Q3 2025
Reduced 11.7%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,884
shares
|
$488,136
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
5,869
shares
|
$486,892
0.0% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,824
shares
|
$483,159
0.0% of portfolio
|
Q2 2023
Reduced 4.48%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
5,739
shares
|
$476,107
0.0% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
5,693
shares
|
$472,291
0.1% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
5,629
shares
|
$466,981
0.0% of portfolio
|
Q3 2025
Reduced 25.71%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
5,450
shares
|
$452,131
0.66% of portfolio
|
Q1 2022
Reduced 8.4%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,411
shares
|
$448,896
0.0% of portfolio
|
Q3 2025
Reduced 24.03%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
5,402
shares
|
$448,149
0.0% of portfolio
|
Q3 2025
Reduced 19.22%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
5,282
shares
|
$438,194
0.02% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
5,266
shares
|
$436,867
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,087
shares
|
$422,017
0.0% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
5,081
shares
|
$421,519
0.02% of portfolio
|
Q3 2025
Reduced 51.97%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2025 Q3 2025 |
5,061
shares
|
$419,860
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
5,060
shares
|
$419,777
0.0% of portfolio
|
Q3 2025
Reduced 65.48%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$414,799
0.05% of portfolio
|
Q1 2019
New holding
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
4,938
shares
|
$409,656
0.0% of portfolio
|
Q3 2025
Reduced 13.72%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
4,937
shares
|
$409,573
0.15% of portfolio
|
Q2 2024
Reduced 22.51%
|
|