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Disclosery

OTTR OTTER TAIL CORP

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COM (common), issuer CIK 1466593

327 managers (334 13F filers) reported a position in OTTR shares at 2025-03-31, 27,443,568 shares in all. 42 filers opened a position and 34 filers sold out during the quarter.

Managers
327
13F filers
334
New
42
Added
110
Reduced
114
Sold out
34
Shares held by filers
27,443,568

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
OXFORD ASSET MANAGEMENT LLP4,040$325K0.15%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steward Partners Investment Advisory, L…3,991$321K<0.01%013F-HRTimeline
Chesley Taft & Associates LLC3,680$296K0.01%013F-HRTimeline
Ifrah Financial Services, Inc.3,677$296K0.08%-10013F-HRTimeline
Atlas Brown,Inc.3,491$281K0.1%013F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd3,178$255K0.13%new13F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.3,174$255K0.12%+1013F-HRTimeline
CW Advisors, LLC3,104$249K<0.01%+10413F-HRTimeline
Crossmark Global Holdings, Inc.3,099$249K<0.01%-3013F-HRTimeline
XPONANCE LLC3,097$249K<0.01%+15113F-HRTimeline
HANCOCK WHITNEY CORP3,081$248K0.01%-7613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,986$240K0.01%new13F-HRTimelineGroup
Vestcor Inc2,969$239K0.01%-1,22013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC2,928$235K<0.01%-1,66913F-HRTimelineGroup
Jain Global LLC2,913$234K<0.01%new13F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…2,880$231K<0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC2,869$231K0.01%-14013F-HRTimeline
NorthCoast Asset Management LLC2,838$228K<0.01%-913F-HR/ATimeline
CIBC Asset Management Inc2,825$227K<0.01%-5613F-HRTimeline
Wealth Alliance Advisory Group, LLC2,779$223K0.05%013F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…2,765$223K0.01%new13F-HRTimelineGroup
Covestor Ltd2,768$222K0.15%+10813F-HRTimeline
&PARTNERS2,699$218K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,664$217K0.01%+2,44513F-HRTimeline
Monument Capital Management2,683$216K0.07%new13F-HRTimeline
Compass Financial Group, INC/SD2,634$212K0.04%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,620$211K0.01%-65413F-HRTimeline
IHT Wealth Management, LLC2,594$208K0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,590$208K<0.01%-39713F-HRTimeline
Cresset Asset Management, LLC2,540$204K<0.01%new13F-HRTimeline
Bridgewater Associates, LP2,526$203K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.2,455$197K0.02%+2,45313F-HRTimeline
SHELL ASSET MANAGEMENT CO2,163$174K0.01%+1,24713F-HRTimeline
STRS OHIO2,100$169K<0.01%+1,30013F-HRTimeline
JNBA Financial Advisors1,830$147K0.02%+11513F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1,810$145K0.01%new13F-HRTimelineGroup
KBC Group NVin group KBC Group NV1,646$132K<0.01%+4013F-HRTimelineGroup
DekaBank Deutsche Girozentrale1,526$121K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,237$99.4K<0.01%-26513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,300$97K<0.01%-1,57913F-HRTimelineGroup
USA FINANCIAL FORMULAS1,202$96.6K0.02%+41913F-HRTimeline
High Note Wealth, LLC1,188$95.5K0.02%013F-HRTimeline
Abound Wealth Management1,151$92.5K0.03%-113F-HRTimeline
Crews Bank & Trust1,092$87.8K0.01%013F-HRTimeline
Financial Perspectives, Inc1,036$83.3K0.03%013F-HRTimeline
HUSSMAN STRATEGIC ADVISORS, INC.1,000$80.4K0.02%013F-HRTimeline
TRUST CO OF VERMONT904$72.7K<0.01%013F-HRTimeline
Costello Asset Management, INC822$66K0.03%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC860$63.5K0.01%013F-HRTimeline
Geneos Wealth Management Inc.742$59.7K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD741$59.6K0.04%-1513F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC680$54.7K0.01%013F-HRTimeline
Goodman Advisory Group, LLC667$53.6K0.02%new13F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…661$53.2K<0.01%-87513F-HRTimelineGroup
Allworth Financial LP650$51.4K<0.01%+1213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC598$48K<0.01%-2,33213F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…590$47.4K<0.01%+6313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…569$45.7K<0.01%-1,27613F-HRTimelineGroup
AdvisorNet Financial, Inc550$44.2K<0.01%+30013F-HRTimeline
Wilmington Savings Fund Society, FSB500$40.2K<0.01%013F-HRTimeline
Asset Planning,Inc500$40.2K0.03%013F-HRTimeline
Cherry Tree Wealth Management, LLC454$36.5K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC426$34.2K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…420$33.8K0.03%13F-HRTimeline
GAMMA Investing LLC402$32.3K<0.01%+7913F-HR/ATimeline
Blue Trust, Inc.389$31.3K<0.01%-7513F-HRTimeline
IFP Advisors, Inc370$29.7K<0.01%-113F-HRTimeline
West Financial Advisors, LLC334$26.8K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC329$26.4K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.318$25.6K0.01%-16613F-HRTimeline
Hemington Wealth Management250$20K<0.01%+2013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.239$19K<0.01%+7113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC238$19K<0.01%+8713F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD220$17.7K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky200$16.1K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC200$16.1K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC200$16.1K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…192$15.5K0.01%new13F-HRTimeline
MAI Capital Management190$15.3K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC160$12.9K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.160$12.9K<0.01%new13F-HRTimelineGroup
Leonteq Securities AG159$12.8K<0.01%013F-HRTimeline
UMB Bank, n.a.141$11.3K<0.01%+7513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Salomon & Ludwin, LLC133$10.7K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC124$10K<0.01%-7913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…122$9.8K<0.01%+9113F-HRTimelineGroup
SIGNATUREFD, LLC121$9.72K<0.01%+613F-HRTimeline
BOK Financial Private Wealth, Inc.106$8.54K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC99$7.96K<0.01%+313F-HRTimeline
SIERRA OCEAN, LLC98$7.88K0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC95$7.63K0.01%013F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC75$6.03K<0.01%+5513F-HRTimeline
Atala Financial Inc74$5.95K<0.01%013F-HRTimeline
WealthCollab, LLC66$5.3K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc60$4.82K<0.01%+613F-HRTimeline
Global Wealth Strategies & Associates55$4.42K<0.01%013F-HRTimeline
Caitong International Asset Management …55$4.42K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC46$3.7K<0.01%+613F-HRTimeline
Brooklyn Investment Group41$3.3K<0.01%+2713F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners40$3.21K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust38$3.06K<0.01%+1513F-HRTimeline
MassMutual Private Wealth & Trust, FSB34$2.73K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC29$2.33K<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…28$2.25K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC27$2.17K<0.01%013F-HRTimeline
Bellwether Advisors, LLC25$2.01K<0.01%013F-HRTimeline
Arax Advisory Partners21$1.69K<0.01%new13F-HRTimeline
Larson Financial Group LLC19$1.53K<0.01%+1313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp17$1.37K<0.01%new13F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT15$1K<0.01%013F-HRTimeline
Archer Investment Corp12$964<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC11$905<0.01%013F-HRTimeline
SBI Securities Co., Ltd.10$804<0.01%-113F-HRTimeline
Bare Financial Services, Inc10$804<0.01%new13F-HRTimeline
True Wealth Design, LLC7$563<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.7$563<0.01%013F-HRTimeline
SJS Investment Consulting Inc.6$483<0.01%013F-HRTimeline
Global Financial Private Client, LLC6$482<0.01%+413F-HRTimeline
Stephens Consulting, LLC5$402<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4$321<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC3$242<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3$241<0.01%013F-HRTimelineGroup
HFM Investment Advisors, LLC1$81<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC1$80<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$80<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC6$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-5,02313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.