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OTTR

OTTR

Otter Tail Corporation• Utilities

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
112
Partial Q3 2026
Total 13F value
$99.3M
Filed positions so far
New positions
19
This quarter
Sold positions
11
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Principal Financial Group Inc

$17.7M200.5K0.01%-14.2%

Congress Asset Management Co

$14.6M165.7K0.09%New Position

Bank & Trust Co

$10.3M117.3K6.49%-2.0%

Proshare Advisors Llc

$9.8M111.5K0.01%+37.7%

Contravisory Investment Management, Inc.

$7.6M86.2K1.38%-0.3%

Linden Thomas Advisory Services, Llc

$4.1M46.5K0.33%+4.2%

Commonwealth Equity Services, Llc

$2.5M28.3K0.00%+9.8%

Vest Financial, Llc

$2M22.4K0.02%-47.3%

Wealth Enhancement Advisory Services, Llc

$1.6M18.3K0.00%+9.7%

Louisiana State Employees Retirement System

$1.6M17.9K0.02%-3.8%

Focus Financial Network, Inc.

$1.4M16.2K0.04%-1.2%

North Star Investment Management Corp.

$1.3M14.2K0.07%Unchanged

Hennion & Walsh Asset Management, Inc.

$1.2M13.7K0.04%+40.6%

Achmea Investment Management B.V.

$1.1M12.7K0.01%New Position

Exchange Traded Concepts, Llc

$1.1M12.4K0.00%-4.3%

James Investment Research, Inc.

$1M11.6K0.11%+8.9%

Amalgamated Bank

$951K10.8K0.01%-3.5%

Yousif Capital Management, Llc

$934K10.6K0.01%-5.0%

Eagle Global Advisors Llc

$923K10.5K0.03%Unchanged

Empirical Financial Services, Llc D.B.A. Empirical Wealth Management

$914K10.4K0.01%+84.4%

New York State Teachers Retirement System

$907K10.3K0.00%Unchanged

Oregon Public Employees Retirement Fund

$831K9.4K0.01%-1.6%

Vista Investment Partners Llc

$779K8.8K0.20%-9.6%

Creative Planning

$740K8.4K0.00%+10.7%

State Of Alaska, Department Of Revenue

$734K8.3K0.01%-39.6%

Cambridge Investment Research Advisors, Inc.

$670K7.6K0.00%-40.5%

Fifth Third Wealth Advisors Llc

$572K6.5K0.02%+42.6%

D.A. Davidson & Co.

$517K5.9K0.00%-13.3%

Rba Wealth Management, Llc

$481K5.5K0.15%-1.8%

Opus Capital Group, Llc

$464K5.3K0.05%Unchanged

Blue Trust, Inc.

$422K4.8K0.00%New Position

Mutual Of America Capital Management Llc

$422K4.8K0.00%-0.3%

Quadrant Capital Group Llc

$407K4.6K0.01%Unchanged

Valtinson Bruner Financial Planning Llc

$382K4.3K0.09%-4.5%

Wealth Forward, Llc

$373K4.2K0.17%Unchanged

Greenwood Capital Associates Llc

$371K4.2K0.04%-23.6%

Bell Bank

$360K4.1K0.01%Unchanged

Bokf, Na

$359K4.1K0.01%-2.2%

Chesley Taft & Associates Llc

$324K3.7K0.01%Unchanged

Ifrah Financial Services, Inc.

$310K3.5K0.08%+0.6%

Atlas Brown,Inc.

$307K3.5K0.08%Unchanged

Sterling Capital Management Llc

$289K3.3K0.01%-44.3%

Choreo, Llc

$284K3.2K0.00%New Position

Lifelong Wealth Advisors, Inc.

$279K3.2K0.06%Unchanged

Flagship Harbor Advisors, Llc

$277K3.1K0.01%New Position

Mann Financial Group, Inc.

$275K3.1K0.22%Unchanged

Integrity Alliance, Llc.

$253K2.9K0.01%+2.5%

Park Capital Management, Llc / Wi

$251K2.9K0.13%New Position

Mackenzie Financial Corp

$250K2.8K0.00%New Position

Wealth Alliance Advisory Group, Llc

$245K2.8K0.03%Unchanged

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