Skip to content
Disclosery

OTTR OTTER TAIL CORP

Follow

COM (common), issuer CIK 1466593

337 managers (347 13F filers) reported a position in OTTR shares at 2026-03-31, 29,243,048 shares in all. 24 filers opened a position and 30 filers sold out during the quarter.

Managers
337
13F filers
347
New
24
Added
137
Reduced
96
Sold out
30
Shares held by filers
29,243,048

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Verition Fund Management LLC3,928$345K<0.01%-2,17213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,851$338K0.01%+8213F-HRTimeline
Brooklyn Investment Group3,818$335K0.01%-1,37313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,747$329K0.01%+25913F-HRTimelineGroup
Chesley Taft & Associates LLC3,680$323K0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,667$322K<0.01%+26513F-HRTimeline
XPONANCE LLC3,607$317K<0.01%+57713F-HRTimeline
Atlas Brown,Inc.3,491$306K0.09%013F-HRTimeline
Steward Partners Investment Advisory, L…3,491$306K<0.01%-30013F-HRTimeline
Ifrah Financial Services, Inc.3,474$305K0.08%-10613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,415$300K<0.01%-18013F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/3,285$288K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,222$283K0.01%013F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.3,164$278K0.07%013F-HRTimeline
Mann Financial Group, Inc.3,129$275K0.26%013F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding3,056$268K-44,475Timeline
Beacon Pointe Advisors, LLC3,029$266K<0.01%+23913F-HRTimeline
GW HENSSLER & ASSOCIATES LTD2,883$253K0.01%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,809$247K0.01%013F-HRTimeline
CIBC Asset Management Inc2,796$245K<0.01%-6013F-HRTimeline
Wealth Alliance Advisory Group, LLC2,779$244K0.04%013F-HRTimeline
Crossmark Global Holdings, Inc.2,765$243K<0.01%013F-HRTimeline
&PARTNERS2,754$242K<0.01%-5413F-HRTimeline
Compass Financial Group, INC/SD2,699$237K0.03%+1713F-HRTimeline
Financiere des Professionnels - Fonds d…2,683$235K0.01%013F-HRTimeline
GSA CAPITAL PARTNERS LLP2,683$235K0.01%-15,40313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,620$230K<0.01%-70713F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC2,618$230K<0.01%+6813F-HRTimelineGroup
denkapparat Operations GmbH2,586$227K0.09%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,459$216K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP2,436$214K<0.01%new13F-HRTimelineGroup
Abel Hall, LLC2,401$211K0.04%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,400$211K0.01%new13F-HRTimeline
IHT Wealth Management, LLC2,322$204K<0.01%new13F-HRTimeline
Ensign Peak Advisors, Inc2,060$181K<0.01%013F-HR/ATimeline
Pinnacle Wealth Planning Services, Inc.2,022$177K0.02%+4113F-HRTimeline
JNBA Financial Advisors1,715$151K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,660$146K0.01%013F-HRTimeline
DekaBank Deutsche Girozentrale1,526$133K<0.01%013F-HRTimeline
Advisory Services Network, LLC1,499$132K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,366$120K<0.01%+77813F-HRTimelineGroup
Allworth Financial LP1,304$114K<0.01%-3813F-HRTimeline
KBC Group NVin group KBC Group NV1,227$108K<0.01%013F-HRTimelineGroup
Covestor Ltd1,184$104K0.07%-39713F-HRTimeline
HM PAYSON & CO1,172$103K<0.01%013F-HRTimeline
Financial Perspectives, Inc1,155$101K0.03%013F-HRTimeline
Abound Wealth Management1,151$101K0.02%013F-HRTimeline
Farther Finance Advisors, LLC1,123$99.1K<0.01%-13113F-HRTimeline
SIGNATUREFD, LLC1,115$97.9K<0.01%+1,00013F-HRTimeline
Crews Bank & Trust1,092$95.8K0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,067$93.7K<0.01%+2313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,015$89.6K0.01%+613F-HRTimeline
HUSSMAN STRATEGIC ADVISORS, INC.1,000$87.8K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…936$82.2K<0.01%-1413F-HRTimelineGroup
State of Wyoming823$72.2K0.01%-85113F-HRTimeline
USA FINANCIAL FORMULAS810$71.1K0.01%-56613F-HRTimeline
STRS OHIO800$70.2K<0.01%+20013F-HRTimeline
Geneos Wealth Management Inc.742$65.2K<0.01%013F-HRTimeline
GAMMA Investing LLC739$64.9K<0.01%+18613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.702$62K<0.01%+8113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
High Note Wealth, LLC677$59.4K0.01%013F-HRTimeline
Goodman Advisory Group, LLC667$58.5K0.02%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…664$58.3K<0.01%+2413F-HRTimeline
AdvisorNet Financial, Inc650$57.1K<0.01%013F-HRTimeline
UMB Bank, n.a.649$57K<0.01%+513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Costello Asset Management, INC618$54.3K0.02%-10013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD561$49.2K0.02%-17913F-HRTimeline
SHP Wealth Management500$43.9K<0.01%013F-HRTimeline
Asset Planning,Inc500$43.9K0.03%013F-HRTimeline
Birchwood Financial Partners, Inc.500$43.9K0.04%013F-HRTimeline
Cherry Tree Wealth Management, LLC454$39.8K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC426$37.4K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…420$36.9K0.03%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC408$36K<0.01%+10813F-HRTimelineGroup
Salomon & Ludwin, LLC396$35.1K<0.01%+14013F-HRTimeline
Arax Advisory Partners396$34.8K<0.01%+1713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…393$34.5K<0.01%+1713F-HR/ATimelineGroup
Kemnay Advisory Services Inc.341$29.9K<0.01%+27413F-HRTimeline
HighMark Wealth Management LLC338$29.6K0.01%+213F-HRTimeline
West Financial Advisors, LLC334$29.3K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.325$29K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.303$26.6K0.01%+313F-HRTimeline
Sound Income Strategies, LLC286$25.3K<0.01%+20413F-HRTimeline
Destiny Wealth Partners, LLC240$21.1K<0.01%new13F-HRTimeline
Opal Wealth Advisors, LLC230$20.1K<0.01%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD220$19.3K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC200$17.6K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…197$17.3K0.01%+113F-HRTimeline
IFP Advisors, Inc190$16.7K<0.01%-413F-HRTimeline
Plante Moran Financial Advisors, LLC160$14.1K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC124$10.6K<0.01%-1413F-HRTimeline
WealthCollab, LLC119$10.4K<0.01%013F-HRTimeline
Larson Financial Group LLC102$8.95K<0.01%013F-HRTimeline
Bare Financial Services, Inc101$8.87K<0.01%+1313F-HRTimeline
IAG Wealth Partners, LLC100$8.78K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…93$8.16K<0.01%+5113F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …90$8K<0.01%013F-HRTimelineGroup
BROADWATER CAPITAL MANAGEMENT LLC95$7.68K0.01%013F-HRTimeline
Root Financial Partners, LLC79$6.93K<0.01%+1113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC67$5.88K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO62$5.44K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC62$5.44K<0.01%+713F-HRTimeline
Global Wealth Strategies & Associates55$4.83K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors53$4.54K<0.01%+1913F-HRTimelineGroup
Versant Capital Management, Inc45$3.95K<0.01%+313F-HRTimeline
CVA Family Office, LLC41$3.6K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC40$3.5K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC38$3.33K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB34$2.98K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust33$2.9K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…28$2.46K<0.01%013F-HRTimelineGroup
JPL Wealth Management, LLC27$2.37K<0.01%new13F-HR/ATimeline
Fortitude Family Office, LLC26$2.28K<0.01%+1913F-HRTimeline
JFS WEALTH ADVISORS, LLC25$2.19K<0.01%-1113F-HRTimeline
Quarry LP25$2.19K<0.01%new13F-HRTimeline
Blue Trust, Inc.24$2.11K<0.01%-713F-HRTimeline
Caitong International Asset Management …23$2.02K<0.01%-36513F-HRTimeline
MAI Capital Management18$1.58K<0.01%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT15$1.32K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc15$1.32K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC15$1.32K<0.01%-38413F-HRTimeline
Archer Investment Corp12$1.05K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC12$1.01K<0.01%+113F-HRTimeline
SBI Securities Co., Ltd.10$878<0.01%013F-HRTimeline
Essential Partners LLC8$702<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.6$527<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC6$526<0.01%+313F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC4$352<0.01%+113F-HRTimeline
Ankerstar Wealth, LLC4$351<0.01%013F-HRTimeline
Signature Equity Partners, LLC4$351<0.01%013F-HRTimeline
SJS Investment Consulting Inc.3$264<0.01%013F-HRTimeline
Rialto Wealth Management, LLC3$264<0.01%+113F-HRTimeline
Hughes Financial Services, LLC2$176<0.01%+113F-HRTimeline
HFM Investment Advisors, LLC2$176<0.01%013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC1$128<0.01%013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC1$88<0.01%new13F-HRTimeline
CURIO WEALTH, LLC1$88<0.01%new13F-HRTimeline