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Disclosery

OTTR OTTER TAIL CORP

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COM (common), issuer CIK 1466593

338 managers (346 13F filers) reported a position in OTTR shares at 2025-06-30, 27,549,397 shares in all. 43 filers opened a position and 31 filers sold out during the quarter.

Managers
338
13F filers
346
New
43
Added
108
Reduced
128
Sold out
31
Shares held by filers
27,549,397

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FIRST CITIZENS BANK & TRUST CO4,058$313K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,009$309K0.01%+3,44013F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,991$308K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,974$306K<0.01%-35913F-HRTimelineGroup
Centiva Capital, LP3,839$296K0.02%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd3,819$294K0.07%-6,18313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,718$287K<0.01%new13F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC3,711$286K<0.01%-99013F-HR/ATimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…3,698$285K<0.01%new13F-HRTimelineGroup
Ifrah Financial Services, Inc.3,686$284K0.08%+913F-HRTimeline
Chesley Taft & Associates LLC3,680$284K0.01%013F-HRTimeline
Engineers Gate Manager LP3,638$280K<0.01%-2,99613F-HRTimeline
Aigen Investment Management, LP3,586$276K0.04%-2,55613F-HRTimeline
Jain Global LLC3,511$271K<0.01%+59813F-HRTimeline
Atlas Brown,Inc.3,491$269K0.09%013F-HRTimeline
SG Americas Securities, LLC3,432$265K<0.01%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/3,285$253K<0.01%new13F-HRTimeline
Farringdon Capital, Ltd.3,178$245K0.08%new13F-HRTimeline
Lifelong Wealth Advisors, Inc.3,164$244K0.08%-1013F-HRTimeline
Crossmark Global Holdings, Inc.3,095$239K<0.01%-413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,992$231K<0.01%new13F-HRTimelineGroup
Vestcor Inc2,969$229K0.01%013F-HRTimeline
XPONANCE LLC2,970$229K<0.01%-12713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,958$228K<0.01%+36813F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…2,880$222K<0.01%013F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd2,847$219K<0.01%new13F-HRTimelineGroup
NorthCoast Asset Management LLC2,840$219K<0.01%+213F-HRTimeline
CIBC Asset Management Inc2,825$218K<0.01%013F-HRTimeline
Ethic Inc.2,757$217K<0.01%new13F-HRTimeline
Wealth Alliance Advisory Group, LLC2,779$214K0.04%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,700$208K0.01%-16913F-HRTimeline
&PARTNERS2,652$204K<0.01%-4713F-HRTimeline
Compass Financial Group, INC/SD2,651$204K0.03%+1713F-HRTimeline
IHT Wealth Management, LLC2,607$201K0.01%+1313F-HRTimeline
LANARK FINANCIAL, INC.2,330$179K0.01%-12513F-HRTimeline
State of Wyoming2,189$169K0.02%new13F-HRTimeline
Financiere des Professionnels - Fonds d…2,051$158K0.01%new13F-HR/ATimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,824$141K0.01%new13F-HR/ATimeline
Covestor Ltd1,817$140K0.08%-95113F-HRTimeline
Point72 (DIFC) Ltd1,784$138K0.01%new13F-HRTimeline
SHELL ASSET MANAGEMENT CO1,737$134K<0.01%-42613F-HRTimeline
Farther Finance Advisors, LLC1,729$133K<0.01%-93513F-HRTimeline
JNBA Financial Advisors1,715$132K0.01%-11513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,660$128K0.01%+80013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.1,591$123K0.02%new13F-HRTimeline
DekaBank Deutsche Girozentrale1,526$119K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,300$100K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,267$97.7K<0.01%13F-HRTimeline
KBC Group NVin group KBC Group NV1,227$95K<0.01%-41913F-HRTimelineGroup
Allworth Financial LP1,198$92.3K<0.01%+54813F-HRTimeline
High Note Wealth, LLC1,188$91.6K0.02%013F-HRTimeline
Abound Wealth Management1,151$88.7K0.03%013F-HRTimeline
USA FINANCIAL FORMULAS1,141$88K0.02%-6113F-HRTimeline
STRS OHIO1,100$84.8K<0.01%-1,00013F-HRTimeline
Crews Bank & Trust1,092$84.2K0.01%013F-HRTimeline
Financial Perspectives, Inc1,036$79.9K0.02%013F-HRTimeline
HUSSMAN STRATEGIC ADVISORS, INC.1,000$77.1K0.02%013F-HRTimeline
TRUST CO OF VERMONT904$69.7K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC868$66.9K<0.01%-36913F-HRTimeline
Geneos Wealth Management Inc.742$57.2K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD741$57.1K0.03%013F-HRTimeline
Costello Asset Management, INC722$55.7K0.02%-10013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…689$53K<0.01%new13F-HRTimelineGroup
Goodman Advisory Group, LLC667$51.4K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…661$51K<0.01%013F-HRTimelineGroup
Quarry LP643$49.6K0.01%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…613$47.3K<0.01%+2313F-HRTimeline
AdvisorNet Financial, Inc550$42.4K<0.01%013F-HRTimeline
Asset Planning,Inc500$38.5K0.03%013F-HRTimeline
Cherry Tree Wealth Management, LLC454$35K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC426$32.8K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…420$32.4K0.04%013F-HR/ATimeline
SUMMIT SECURITIES GROUP LLC415$32K0.01%new13F-HRTimeline
IFP Advisors, Inc341$31.4K<0.01%-2913F-HRTimeline
West Financial Advisors, LLC334$25.7K<0.01%013F-HRTimeline
HighMark Wealth Management LLC331$25.5K0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.300$23.1K0.01%-1813F-HRTimeline
GAMMA Investing LLC300$23.1K<0.01%-10213F-HRTimeline
Blue Trust, Inc.264$20.4K<0.01%-12513F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.263$20.3K<0.01%-144,22613F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.258$20K<0.01%+1913F-HRTimeline
Hemington Wealth Management239$18K<0.01%-1113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD220$17K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…216$16.7K<0.01%+9413F-HRTimelineGroup
Independence Bank of Kentucky200$15.4K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC200$15.4K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC200$15.4K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…193$14.9K0.01%+113F-HRTimeline
MAI Capital Management165$12.7K<0.01%-2513F-HRTimeline
Plante Moran Financial Advisors, LLC160$12.4K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC152$12K<0.01%-8613F-HRTimelineGroup
SIGNATUREFD, LLC115$8.87K<0.01%-613F-HRTimeline
BOK Financial Private Wealth, Inc.106$8.19K<0.01%013F-HRTimeline
Leonteq Securities AG100$7.71K<0.01%-5913F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC7,324$7.32K0.01%+7,22913F-HR/ATimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …90$7K<0.01%-1,72013F-HRTimelineGroup
UMB Bank, n.a.89$6.86K<0.01%-5213F-HR/ATimeline
WealthCollab, LLC81$6.25K<0.01%+1513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC67$5.17K<0.01%+3813F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO62$4.78K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC60$4.62K<0.01%-1513F-HRTimeline
Arax Advisory Partners56$4.32K<0.01%+3513F-HRTimeline
Bell Investment Advisors, Inc56$4.32K<0.01%-413F-HRTimeline
Global Wealth Strategies & Associates55$4.24K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/41$3.16K<0.01%new13F-HR/ATimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners40$3.08K<0.01%013F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.37$2.85K<0.01%-12313F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB34$2.62K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust33$2.54K<0.01%-513F-HRTimeline
Smartleaf Asset Management LLC31$2.44K<0.01%-9313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…28$2.16K<0.01%013F-HRTimelineGroup
First Horizon Advisors, Inc.28$2.16K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC27$2.08K<0.01%013F-HRTimeline
Brooklyn Investment Group26$2K<0.01%-1513F-HR/ATimeline
Bellwether Advisors, LLC25$1.93K<0.01%013F-HRTimeline
Bare Financial Services, Inc24$1.85K<0.01%+1413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC21$1.73K<0.01%new13F-HRTimeline
Larson Financial Group LLC21$1.62K<0.01%+213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp17$1.31K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.15$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PICTON MAHONEY ASSET MANAGEMENT15$1K<0.01%013F-HRTimeline
Archer Investment Corp12$925<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC11$874<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC11$848<0.01%+713F-HRTimelineGroup
SBI Securities Co., Ltd.10$771<0.01%013F-HRTimeline
Fortitude Family Office, LLC10$771<0.01%new13F-HRTimeline
Essential Partners LLC9$694<0.01%13F-HRTimeline
Clearstead Trust, LLC8$617<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.7$540<0.01%013F-HRTimeline
Manchester Capital Management LLC3$232<0.01%013F-HRTimeline
SJS Investment Consulting Inc.3$232<0.01%-313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3$231<0.01%013F-HRTimelineGroup
HFM Investment Advisors, LLC3$231<0.01%+213F-HRTimeline
Bay Harbor Wealth Management, LLC2$154<0.01%+113F-HRTimeline
True Wealth Design, LLC1$78<0.01%-613F-HRTimeline
Rialto Wealth Management, LLC1$78<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$77<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.