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Disclosery

OTTR OTTER TAIL CORP

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COM (common), issuer CIK 1466593

351 managers (363 13F filers) reported a position in OTTR shares at 2026-06-30, 29,430,273 shares in all. 44 filers opened a position and 28 filers sold out during the quarter.

Managers
351
13F filers
363
New
44
Added
143
Reduced
103
Sold out
28
Shares held by filers
29,430,273

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Gotham Asset Management, LLC4,007$361K<0.01%-90713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,967$357K<0.01%+30013F-HRTimeline
XPONANCE LLC3,876$349K<0.01%+26913F-HRTimeline
Chesley Taft & Associates LLC3,680$331K0.01%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC3,676$331K<0.01%new13F-HRTimelineGroup
Voleon Capital Management LP3,584$322K0.01%-5,45013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,550$319K0.01%+32813F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO3,543$319K<0.01%-30813F-HRTimeline
Ifrah Financial Services, Inc.3,497$315K0.08%+2313F-HRTimeline
Atlas Brown,Inc.3,491$314K0.08%013F-HRTimeline
Van Diest Capital, LLC3,374$304K0.27%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP3,244$292K0.02%+56113F-HRTimeline
Lifelong Wealth Advisors, Inc.3,164$285K0.07%013F-HRTimeline
&PARTNERS3,160$284K<0.01%+40613F-HRTimeline
Mann Financial Group, Inc.3,129$282K0.24%013F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…3,056$275K<0.01%013F-HRTimelineGroup
Beacon Pointe Advisors, LLC3,049$274K<0.01%+2013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD2,879$259K0.01%-413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,862$258K<0.01%+42613F-HR/ATimelineGroup
Convergence Financial, LLC2,828$254K0.02%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,809$253K0.01%013F-HRTimeline
INCEPTIONR LLC2,798$252K0.06%new13F-HRTimeline
CIBC Asset Management Inc2,796$252K<0.01%013F-HRTimeline
Wealth Alliance Advisory Group, LLC2,779$250K0.04%013F-HRTimeline
Compass Financial Group, INC/SD2,715$244K0.03%+1613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,668$240K<0.01%+20913F-HRTimelineGroup
Crossmark Global Holdings, Inc.2,665$240K<0.01%-10013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,652$239K<0.01%+3213F-HRTimelineGroup
Independent Advisor Alliance2,623$236K0.01%-1,61313F-HRTimeline
denkapparat Operations GmbH2,586$233K0.08%013F-HRTimeline
AE Wealth Management LLC2,519$227K<0.01%new13F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al2,500$225K<0.01%-4,15413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,490$224K<0.01%new13F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC2,456$221K0.03%new13F-HRTimeline
Abel Hall, LLC2,435$219K0.04%+3413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,400$216K0.01%013F-HRTimeline
IHT Wealth Management, LLC2,399$216K<0.01%+7713F-HRTimeline
Merit Financial Group, LLC2,373$214K<0.01%new13F-HR/ATimeline
Vise Technologies, Inc.2,345$211K<0.01%new13F-HRTimeline
Ensign Peak Advisors, Inc2,060$185K<0.01%013F-HRTimeline
New Age Alpha Advisors, LLC2,060$185K0.01%-3,18613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,042$184K0.02%+2013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,660$149K0.01%013F-HRTimeline
Quantbot Technologies LP1,546$139K0.01%-16,53313F-HRTimeline
DekaBank Deutsche Girozentrale1,526$130K<0.01%013F-HRTimeline
JNBA Financial Advisors1,444$130K0.01%-27113F-HRTimeline
Allworth Financial LP1,305$117K<0.01%+113F-HRTimeline
KBC Group NVin group KBC Group NV1,227$110K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,216$109K<0.01%13F-HRTimeline
HM PAYSON & CO1,172$105K<0.01%013F-HRTimeline
Financial Perspectives, Inc1,155$104K0.03%013F-HRTimeline
Abound Wealth Management1,149$103K0.02%-213F-HRTimeline
SIGNATUREFD, LLC1,124$101K<0.01%+913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,119$101K<0.01%-2,62813F-HRTimelineGroup
Crews Bank & Trust1,092$98.3K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,091$98.2K<0.01%+15513F-HRTimelineGroup
Covestor Ltd1,032$93K0.05%-15213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,021$91.6K0.01%+613F-HRTimeline
HUSSMAN STRATEGIC ADVISORS, INC.1,000$90K0.02%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,000$90K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC972$87.5K<0.01%-15113F-HRTimeline
TRUST CO OF VERMONT904$81.3K<0.01%13F-HRTimeline
USA FINANCIAL FORMULAS870$78.3K0.01%13F-HRTimeline
GAMMA Investing LLC835$75.1K<0.01%+9613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…811$73K<0.01%-55513F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC801$72.1K<0.01%-26613F-HRTimeline
STRS OHIO800$72K<0.01%013F-HRTimeline
TFC Financial Management, Inc.773$69.6K0.01%new13F-HRTimeline
Arax Advisory Partners768$69.1K<0.01%+37213F-HRTimeline
Geneos Wealth Management Inc.742$66.8K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.717$65K<0.01%+1513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…699$62.9K<0.01%+3513F-HRTimeline
High Note Wealth, LLC677$60.9K0.01%013F-HRTimeline
UMB Bank, n.a.661$59.5K<0.01%+1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AdvisorNet Financial, Inc650$58.5K<0.01%013F-HRTimeline
Costello Asset Management, INC619$55.7K0.02%+113F-HRTimeline
Continuum Advisory, LLC574$51.6K<0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD561$50.5K0.02%013F-HRTimeline
Bayforest Capital Ltd550$49.5K0.05%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…504$45.4K<0.01%+11113F-HRTimelineGroup
SHP Wealth Management500$45K<0.01%013F-HRTimeline
Asset Planning,Inc500$45K0.03%013F-HRTimeline
Birchwood Financial Partners, Inc.500$45K0.04%013F-HRTimeline
Buck Wealth Strategies, LLC466$41.9K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC426$38.3K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…420$37.8K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC341$30.7K0.01%-11313F-HRTimeline
HighMark Wealth Management LLC340$30.6K0.01%+213F-HRTimeline
West Financial Advisors, LLC334$30.1K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC335$30K<0.01%-6113F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.310$28K<0.01%-1513F-HRTimeline
Parallel Advisors, LLC311$28K<0.01%new13F-HRTimeline
Kemnay Advisory Services Inc.307$27.6K<0.01%-3413F-HRTimeline
Vermillion Wealth Management, Inc.302$27.2K0.01%-113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC300$27K<0.01%-10813F-HRTimelineGroup
SECURITY NATIONAL BANK OF SIOUX CITY IO…300$27K0.01%new13F-HRTimeline
IFP Advisors, Inc267$24K<0.01%+7713F-HRTimeline
N.E.W. Advisory Services LLC200$18K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…198$17.9K0.01%+113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.194$17.5K<0.01%new13F-HRTimelineGroup
Bare Financial Services, Inc182$16.4K<0.01%+8113F-HRTimeline
Plante Moran Financial Advisors, LLC165$14.9K<0.01%+513F-HRTimeline
Smartleaf Asset Management LLC124$11K<0.01%013F-HRTimeline
Signature Equity Partners, LLC105$9.45K<0.01%+10113F-HRTimeline
SIMPLEX TRADING, LLC103$9.27K<0.01%+8813F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC95$8.55K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…94$8.46K<0.01%+113F-HRTimeline
Larson Financial Group LLC90$8.1K<0.01%-1213F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …90$8K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC79$7.11K<0.01%+5413F-HRTimeline
ROTHSCHILD INVESTMENT LLC68$6.12K<0.01%+613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO62$5.58K<0.01%013F-HRTimelineGroup
WealthCollab, LLC58$5.22K<0.01%-6113F-HRTimeline
CVA Family Office, LLC55$4.95K<0.01%+1413F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors53$4.71K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc45$4.05K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC40$3.59K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC38$3.42K<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.34$3.06K<0.01%+3113F-HRTimeline
MassMutual Private Wealth & Trust, FSB34$3.06K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust33$2.97K<0.01%013F-HRTimeline
Caitong International Asset Management …32$2.88K<0.01%+913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…28$2.52K<0.01%013F-HRTimelineGroup
JPL Wealth Management, LLC27$2.43K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.25$2.25K<0.01%+1513F-HRTimeline
Fortitude Family Office, LLC23$2.07K<0.01%-313F-HRTimeline
Quarry LP23$2.07K<0.01%-213F-HRTimeline
Clearstead Advisors, LLC21$1.89K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc15$1.35K<0.01%013F-HRTimeline
Archer Investment Corp12$1.08K<0.01%013F-HR/ATimeline
Glen Eagle Advisors, LLC12$1.05K<0.01%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC11$990<0.01%new13F-HRTimeline
Caitlin John, LLC11$990<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC11$990<0.01%+813F-HRTimeline
Creative Capital Management Investments…10$900<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS10$900<0.01%new13F-HRTimeline
Essential Partners LLC8$720<0.01%013F-HRTimeline
HFM Investment Advisors, LLC7$630<0.01%+513F-HRTimeline
DiNuzzo Private Wealth, Inc.6$540<0.01%013F-HRTimeline
Fulcrum Asset Management LLP6$533<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC5$450<0.01%-113F-HRTimeline
Ankerstar Wealth, LLC4$360<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC4$360<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3$270<0.01%new13F-HRTimeline
Hughes Financial Services, LLC3$270<0.01%+113F-HRTimeline
Davis Capital Management2$180<0.01%new13F-HRTimeline
LRI Investments, LLC2$180<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$90<0.01%013F-HRTimeline
DecisionPoint Financial, LLC1$90<0.01%new13F-HRTimeline
Evolution Advisers, Inc.5$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Navigoe, LLC1$00%new13F-HRTimelineValue filed as zero, left out of ratios.