Otter Tail Corp (OTTR) — Institutional Holders, Q2 2026 (page 3)
365 institutional investment managers reported a OTTR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
OTTR 13F holders ranked 201–300 of 365
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Swiss Life Asset Management Ltd#201 · 4,442 sh | 4,442 | $399.7K | <0.01% | +9.5% |
| 202 | Accredited Investors#202 · 4,436 sh | 4,436 | $399.1K | 0.02% | +0.7% |
| 203 | HARBOUR INVESTMENTS#203 · 4,395 sh | 4,395 | $395.4K | <0.01% | -4.7% |
| 204 | Wealth Forward#204 · 4,238 sh | 4,238 | $381.3K | — | 0.0% |
| 205 | Steward Partners Investment Advisory#205 · 4,193 sh | 4,193 | $377.3K | <0.01% | +20.1% |
| 206 | BOKF, NA#206 · 4,167 sh | 4,167 | $374.9K | <0.01% | -0.9% |
| 207 | MIRABELLA FINANCIAL SERVICES LLP#207 · 4,088 sh | 4,088 | $367.8K | 0.04% | New |
| 208 | Bell Bank#208 · 4,086 sh | 4,086 | $367.7K | — | 0.0% |
| 209 | Tactive Advisors#209 · 4,050 sh | 4,050 | $364.4K | — | New |
| 210 | Gotham Asset Management#210 · 4,007 sh | 4,007 | $360.6K | <0.01% | -18.5% |
| 211 | CAPTRUST FINANCIAL ADVISORS#211 · 3,967 sh | 3,967 | $357.0K | <0.01% | +8.2% |
| 212 | XPONANCE#212 · 3,876 sh | 3,876 | $348.8K | <0.01% | +7.5% |
| 213 | Chesley Taft & Associates#213 · 3,680 sh | 3,680 | $331.1K | — | 0.0% |
| 214 | Toroso Investments#214 · 3,676 sh | 3,676 | $330.8K | <0.01% | New |
| 215 | Voleon Capital Management#215 · 3,584 sh | 3,584 | $322.5K | <0.01% | -60.3% |
| 216 | Ameritas Investment Partners#216 · 3,550 sh | 3,550 | $319.4K | <0.01% | +10.2% |
| 217 | FIRST CITIZENS BANK#217 · 3,543 sh | 3,543 | $318.8K | — | -8.0% |
| 218 | Ifrah Financial Services#218 · 3,497 sh | 3,497 | $314.7K | — | +0.7% |
| 219 | Atlas Brown#219 · 3,491 sh | 3,491 | $314.1K | — | 0.0% |
| 220 | Envestnet Portfolio Solutions#220 · 3,398 sh | 3,398 | $305.8K | <0.01% | -8.2% |
| 221 | Van Diest Capital#221 · 3,374 sh | 3,374 | $303.6K | 0.27% | New |
| 222 | GSA CAPITAL PARTNERS LLP#222 · 3,244 sh | 3,244 | $292.0K | 0.02% | +20.9% |
| 223 | LIFELONG WEALTH ADVISORS#223 · 3,164 sh | 3,164 | $284.7K | — | 0.0% |
| 224 | WILEY BROS.-AINTREE CAPITAL#224 · 3,160 sh | 3,160 | $284.3K | <0.01% | +14.7% |
| 225 | Mann Financial Group#225 · 3,129 sh | 3,129 | $281.5K | — | 0.0% |
| 226 | Mitsubishi UFJ & Banking#226 · 3,056 sh | 3,056 | $275.0K | <0.01% | 0.0% |
| 227 | Beacon Pointe Advisors#227 · 3,049 sh | 3,049 | $274.3K | <0.01% | +0.7% |
| 228 | GW HENSSLER & ASSOCIATES LTD#228 · 2,879 sh | 2,879 | $259.1K | — | -0.1% |
| 229 | Corient Private Wealth#229 · 2,862 sh | 2,862 | $257.5K | <0.01% | +17.5% |
| 230 | Focus Partners Advisor Solutions#230 · 2,841 sh | 2,841 | $255.6K | <0.01% | New |
| 231 | Vanguard Personalized Indexing Management#231 · 2,838 sh | 2,838 | $255.4K | <0.01% | +3.7% |
| 232 | Convergence Financial#232 · 2,828 sh | 2,828 | $254.5K | 0.02% | New |
| 233 | INTEGRITY ALLIANCE#233 · 2,809 sh | 2,809 | $252.8K | <0.01% | 0.0% |
| 234 | INCEPTIONR#234 · 2,798 sh | 2,798 | $251.8K | 0.06% | New |
| 235 | CIBC Asset Management#235 · 2,796 sh | 2,796 | $251.6K | <0.01% | 0.0% |
| 236 | Wealth Alliance Advisory Group#236 · 2,779 sh | 2,779 | $250.1K | — | 0.0% |
| 237 | Compass Financial Group#237 · 2,715 sh | 2,715 | $244.3K | — | +0.6% |
| 238 | Neuberger Berman Group#238 · 2,668 sh | 2,668 | $240.1K | <0.01% | +8.5% |
| 239 | Crossmark Global#239 · 2,665 sh | 2,665 | $239.8K | — | -3.6% |
| 240 | STIFEL FINANCIAL#240 · 2,652 sh | 2,652 | $238.6K | <0.01% | +1.2% |
| 241 | Independent Advisor Alliance#241 · 2,623 sh | 2,623 | $236.0K | <0.01% | -38.1% |
| 242 | denkapparat Operations GmbH#242 · 2,586 sh | 2,586 | $232.7K | 0.08% | 0.0% |
| 243 | AE Wealth Management#243 · 2,519 sh | 2,519 | $226.7K | <0.01% | New |
| 244 | VIRGINIA RETIREMENT SYSTEMS ET Al#244 · 2,500 sh | 2,500 | $224.9K | <0.01% | -62.4% |
| 245 | Baird Financial Group#245 · 2,490 sh | 2,490 | $224.1K | <0.01% | New |
| 246 | Brady Martz Wealth Solutions#246 · 2,456 sh | 2,456 | $221.0K | 0.03% | New |
| 247 | Abel Hall#247 · 2,435 sh | 2,435 | $219.1K | — | +1.4% |
| 248 | DAYMARK WEALTH PARTNERS#248 · 2,400 sh | 2,400 | $216.0K | <0.01% | 0.0% |
| 249 | IHT Wealth Management#249 · 2,399 sh | 2,399 | $215.9K | <0.01% | +3.3% |
| 250 | Merit Financial Group#250 · 2,373 sh | 2,373 | $213.5K | <0.01% | New |
| 251 | Vise Technologies#251 · 2,345 sh | 2,345 | $211.0K | <0.01% | New |
| 252 | Ensign Peak Advisors#252 · 2,060 sh | 2,060 | $185.4K | <0.01% | 0.0% |
| 253 | New Age Alpha Advisors#253 · 2,060 sh | 2,060 | $185.4K | <0.01% | -60.7% |
| 254 | Pinnacle Wealth Planning Services#254 · 2,042 sh | 2,042 | $183.7K | 0.02% | +1.0% |
| 255 | ARMSTRONG ADVISORY GROUP#255 · 1,660 sh | 1,660 | $149.4K | — | 0.0% |
| 256 | Integrated Wealth Concepts#256 · 1,615 sh | 1,615 | $145.4K | <0.01% | New |
| 257 | Quantbot Technologies#257 · 1,546 sh | 1,546 | $139.1K | <0.01% | -91.4% |
| 258 | DekaBank Deutsche Girozentrale#258 · 1,526 sh | 1,526 | $130.0K | — | 0.0% |
| 259 | JNBA Financial Advisors#259 · 1,444 sh | 1,444 | $129.9K | <0.01% | -15.8% |
| 260 | Allworth Financial#260 · 1,305 sh | 1,305 | $117.5K | <0.01% | +0.1% |
| 261 | KBC Group NV#261 · 1,227 sh | 1,227 | $110.0K | — | 0.0% |
| 262 | Global Retirement Partners#262 · 1,216 sh | 1,216 | $109.4K | <0.01% | — |
| 263 | HM PAYSON#263 · 1,172 sh | 1,172 | $105.5K | <0.01% | 0.0% |
| 264 | Financial Perspectives#264 · 1,155 sh | 1,155 | $103.9K | 0.03% | 0.0% |
| 265 | Abound Wealth Management#265 · 1,149 sh | 1,149 | $103.3K | — | -0.2% |
| 266 | SIGNATUREFD#266 · 1,124 sh | 1,124 | $101.1K | — | +0.8% |
| 267 | Tower Research Capital (TRC)#267 · 1,119 sh | 1,119 | $100.7K | <0.01% | -70.1% |
| 268 | Crews Bank#268 · 1,092 sh | 1,092 | $98.3K | 0.01% | 0.0% |
| 269 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#269 · 1,091 sh | 1,091 | $98.2K | <0.01% | +16.6% |
| 270 | Covestor Ltd#270 · 1,032 sh | 1,032 | $93.0K | 0.05% | -12.8% |
| 271 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#271 · 1,021 sh | 1,021 | $91.6K | <0.01% | +0.6% |
| 272 | HUSSMAN STRATEGIC ADVISORS#272 · 1,000 sh | 1,000 | $90.0K | 0.02% | 0.0% |
| 273 | Johnson Financial Group#273 · 1,000 sh | 1,000 | $90.0K | <0.01% | New |
| 274 | Farther Finance Advisors#274 · 972 sh | 972 | $87.5K | — | -13.4% |
| 275 | OF VERMONT#275 · 904 sh | 904 | $81.3K | — | — |
| 276 | USA FINANCIAL FORMULAS#276 · 870 sh | 870 | $78.3K | 0.01% | — |
| 277 | GAMMA Investing#277 · 835 sh | 835 | $75.1K | — | +13.0% |
| 278 | Rockefeller Capital Management L.P.#278 · 811 sh | 811 | $73.0K | <0.01% | -40.6% |
| 279 | NISA INVESTMENT ADVISORS#279 · 801 sh | 801 | $72.1K | — | -24.9% |
| 280 | STRS OHIO#280 · 800 sh | 800 | $72.0K | <0.01% | 0.0% |
| 281 | TFC Financial Management#281 · 773 sh | 773 | $69.6K | — | New |
| 282 | SRS Capital Advisors#282 · 768 sh | 768 | $69.1K | <0.01% | +93.9% |
| 283 | Geneos Wealth Management#283 · 742 sh | 742 | $66.8K | <0.01% | 0.0% |
| 284 | HANTZ FINANCIAL SERVICES#284 · 717 sh | 717 | $65.0K | <0.01% | +2.1% |
| 285 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#285 · 699 sh | 699 | $62.9K | <0.01% | +5.3% |
| 286 | High Note Wealth#286 · 677 sh | 677 | $60.9K | 0.01% | 0.0% |
| 287 | UMB Bank, n.a.#287 · 661 sh | 661 | $59.5K | <0.01% | +1.8% |
| 288 | AdvisorNet Financial#288 · 650 sh | 650 | $58.5K | — | 0.0% |
| 289 | Costello Asset Management#289 · 619 sh | 619 | $55.7K | 0.02% | +0.2% |
| 290 | Continuum Advisory#290 · 574 sh | 574 | $51.6K | <0.01% | New |
| 291 | C M BIDWELL & ASSOCIATES LTD#291 · 561 sh | 561 | $50.5K | 0.02% | 0.0% |
| 292 | Bayforest Capital Ltd#292 · 550 sh | 550 | $49.5K | 0.05% | New |
| 293 | EverSource Wealth Advisors#293 · 504 sh | 504 | $45.4K | <0.01% | -95.9% |
| 294 | SHP Wealth Management#294 · 500 sh | 500 | $45.0K | <0.01% | 0.0% |
| 295 | Asset Planning#295 · 500 sh | 500 | $45.0K | — | 0.0% |
| 296 | Birchwood Financial Partners#296 · 500 sh | 500 | $45.0K | 0.04% | 0.0% |
| 297 | Buck Wealth Strategies#297 · 466 sh | 466 | $41.9K | <0.01% | New |
| 298 | CHILTON CAPITAL MANAGEMENT#298 · 426 sh | 426 | $38.3K | <0.01% | 0.0% |
| 299 | MJT & Associates Financial Advisory Group#299 · 420 sh | 420 | $37.8K | — | 0.0% |
| 300 | Cherry Tree Wealth Management#300 · 341 sh | 341 | $30.7K | — | -24.9% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.