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Disclosery

OTTR OTTER TAIL CORP

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COM (common), issuer CIK 1466593

335 managers (344 13F filers) reported a position in OTTR shares at 2025-09-30, 28,201,422 shares in all. 34 filers opened a position and 33 filers sold out during the quarter.

Managers
335
13F filers
344
New
34
Added
120
Reduced
110
Sold out
33
Shares held by filers
28,201,422

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Y-Intercept (Hong Kong) Ltd4,371$358K0.01%new13F-HRTimeline
Accredited Investors Inc.4,351$357K0.02%+2713F-HRTimeline
HARBOUR INVESTMENTS, INC.4,293$352K0.01%+2713F-HRTimeline
Independent Advisor Alliance4,255$349K0.01%+2013F-HRTimeline
Wealth Forward, LLC4,238$347K0.2%013F-HRTimeline
Secure Asset Management, LLC4,246$342K0.06%013F-HRTimeline
Bell Bank4,086$335K0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,918$321K<0.01%+20713F-HR/ATimelineGroup
FIRST CITIZENS BANK & TRUST CO3,803$312K0.01%-25513F-HRTimeline
Steward Partners Investment Advisory, L…3,791$311K<0.01%-20013F-HRTimeline
Chesley Taft & Associates LLC3,680$302K0.01%013F-HRTimeline
Ifrah Financial Services, Inc.3,638$298K0.08%-4813F-HRTimeline
Atlas Brown,Inc.3,491$286K0.08%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,424$281K<0.01%+46613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,375$277K<0.01%-59913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,366$276K<0.01%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/3,285$269K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,222$264K-865Timeline
Lifelong Wealth Advisors, Inc.3,164$259K0.08%013F-HRTimeline
Mann Financial Group, Inc.3,129$256K0.25%13F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.3,028$248K0.04%new13F-HRTimeline
NorthCoast Asset Management LLC3,003$246K<0.01%+16313F-HRTimeline
XPONANCE LLC3,003$246K<0.01%+3313F-HRTimeline
Vestcor Inc2,969$243K0.01%013F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…2,880$236K<0.01%013F-HRTimelineGroup
CIBC Asset Management Inc2,825$232K<0.01%013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD2,824$231K0.01%new13F-HRTimeline
&PARTNERS2,805$230K<0.01%+15313F-HRTimeline
Aigen Investment Management, LP2,800$230K0.04%-78613F-HRTimeline
Wealth Alliance Advisory Group, LLC2,779$228K0.04%013F-HRTimeline
Crossmark Global Holdings, Inc.2,765$227K<0.01%-33013F-HRTimeline
Financiere des Professionnels - Fonds d…2,683$220K0.01%+63213F-HRTimeline
Compass Financial Group, INC/SD2,666$219K0.03%+1513F-HRTimeline
IHT Wealth Management, LLC2,619$215K0.01%+1213F-HRTimeline
TRUST CO OF VERMONT2,404$197K0.01%+1,50013F-HRTimeline
Covestor Ltd2,362$193K0.11%+54513F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,926$157K<0.01%new13F-HRTimelineGroup
JNBA Financial Advisors1,715$141K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,660$136K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,553$127K<0.01%-2,45613F-HRTimelineGroup
DekaBank Deutsche Girozentrale1,526$123K<0.01%013F-HRTimeline
Advisory Services Network, LLC1,489$122K<0.01%new13F-HRTimeline
HM PAYSON & CO1,344$110K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,269$104K<0.01%-46013F-HRTimeline
Global Retirement Partners, LLC1,256$103K<0.01%-1113F-HRTimeline
KBC Group NVin group KBC Group NV1,227$101K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,215$99.6K<0.01%+1713F-HRTimeline
High Note Wealth, LLC1,188$97.4K0.02%013F-HRTimeline
Financial Perspectives, Inc1,155$94.7K0.03%+11913F-HRTimeline
Abound Wealth Management1,151$94.3K0.02%013F-HRTimeline
USA FINANCIAL FORMULAS1,136$93.1K0.02%-513F-HRTimeline
Crews Bank & Trust1,092$89.5K0.01%013F-HRTimeline
HUSSMAN STRATEGIC ADVISORS, INC.1,000$82K0.02%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC997$81.7K<0.01%+12913F-HRTimeline
State of Wyoming820$67.2K0.01%-1,36913F-HRTimeline
STRS OHIO800$65.6K<0.01%-30013F-HRTimeline
Geneos Wealth Management Inc.742$60.8K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD740$60.7K0.03%-113F-HRTimeline
Costello Asset Management, INC723$59.3K0.02%+113F-HRTimeline
SHELL ASSET MANAGEMENT CO676$55K0.01%-1,06113F-HRTimeline
Goodman Advisory Group, LLC667$54.7K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…661$54.2K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc650$53.3K<0.01%+10013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…645$52.9K<0.01%+3213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…629$51.6K<0.01%new13F-HRTimelineGroup
Asset Planning,Inc500$41K0.03%013F-HRTimeline
Cherry Tree Wealth Management, LLC454$37.2K0.01%013F-HRTimeline
GAMMA Investing LLC432$35.4K<0.01%+13213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC426$34.9K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…420$34.4K0.03%013F-HRTimeline
Quarry LP355$29.1K0.01%-28813F-HRTimeline
SIMPLEX TRADING, LLC356$29K<0.01%new13F-HRTimeline
Arax Advisory Partners353$28.9K<0.01%+29713F-HRTimeline
West Financial Advisors, LLC334$27.4K<0.01%013F-HRTimeline
HighMark Wealth Management LLC333$27.3K0.01%+213F-HRTimeline
Vermillion Wealth Management, Inc.300$24.6K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC273$23K<0.01%+12113F-HRTimelineGroup
Blue Trust, Inc.264$21.6K<0.01%013F-HRTimeline
Larson Financial Group LLC244$20K<0.01%+22313F-HRTimeline
Hemington Wealth Management240$19K<0.01%+113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD220$18K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.210$17K<0.01%+19513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Independence Bank of Kentucky200$16.4K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC200$16.4K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC200$16.4K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…194$16K0.01%+113F-HRTimeline
IFP Advisors, Inc194$15.9K<0.01%-14713F-HR/ATimeline
Salomon & Ludwin, LLC181$14.4K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…164$13.4K<0.01%-5213F-HRTimelineGroup
Plante Moran Financial Advisors, LLC160$13.1K<0.01%013F-HRTimeline
UMB Bank, n.a.160$13.1K<0.01%+7113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MAI Capital Management140$11.5K<0.01%-2513F-HRTimeline
Clearstead Advisors, LLC127$10.4K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC115$9.43K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.106$8.71K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC100$8.16K<0.01%+6913F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC95$7.79K0.01%-7,22913F-HR/ATimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …90$7K<0.01%013F-HRTimelineGroup
WealthCollab, LLC81$6.64K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.80$6.56K<0.01%-2,25013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO62$5.08K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC62$5.08K<0.01%+5113F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC60$4.92K<0.01%013F-HRTimeline
Root Financial Partners, LLC56$4.59K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates55$4.51K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc51$4.18K<0.01%-513F-HRTimeline
Bare Financial Services, Inc50$4.1K<0.01%+2613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners40$3.28K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC38$3.12K<0.01%-2913F-HRTimelineGroup
Wealthspire Advisors, LLC35$2.87K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB34$2.79K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust33$2.71K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…28$2.29K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC27$2.21K<0.01%013F-HRTimeline
Caitlin John, LLC24$1.97K<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…19$1.56K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp17$1.39K<0.01%013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT15$1K<0.01%013F-HRTimeline
Archer Investment Corp12$984<0.01%013F-HRTimeline
Fortitude Family Office, LLC12$984<0.01%+213F-HRTimeline
Glen Eagle Advisors, LLC11$935<0.01%013F-HRTimeline
SBI Securities Co., Ltd.10$820<0.01%013F-HRTimeline
Essential Partners LLC9$738<0.01%013F-HRTimeline
Clearstead Trust, LLC8$656<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.7$588<0.01%013F-HRTimeline
Parallel Advisors, LLC6$492<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.5$410<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3$246<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC3$246<0.01%013F-HRTimeline
SJS Investment Consulting Inc.3$246<0.01%013F-HRTimeline
HFM Investment Advisors, LLC2$164<0.01%-113F-HRTimeline
Bay Harbor Wealth Management, LLC2$163<0.01%013F-HRTimeline
True Wealth Design, LLC1$82<0.01%013F-HRTimeline
Rialto Wealth Management, LLC1$82<0.01%013F-HRTimeline
Cloud Capital Management, LLC4$00%new13F-HRTimelineValue filed as zero, left out of ratios.