# OTTER TAIL CORP (OTTR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/OTTR/

- Reporting holders: 13
- Reported value: $26.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $14.6M | 165,683 | 0.1% | 1 |
| [Bank & Trust Co](https://holderbook.com/funds/2026082-bank-trust-co/) | $10.3M | 117,295 | 6.5% | 10 |
| [VISTA INVESTMENT PARTNERS LLC](https://holderbook.com/funds/2023386-vista-investment-partners-llc/) | $778.9K | 8,847 | 0.2% | 12 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $307.3K | 3,491 | 0.1% | 13 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $228.0K | 2,590 | 0.0% | 16 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $146.1K | 1,660 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $93.8K | 1,065 | 0.0% | 12 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $37.0K | 420 | 0.0% | 7 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $4.0K | 45 | 0.0% | 4 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $3.0K | 34 | 0.0% | 15 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $2.7K | 31 | 0.0% | 1 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $441 | 5 | 0.0% | 4 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $440 | 5 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 13 | $26.5M |
| Q2 2026 | 368 | $2.9B |
| Q1 2026 | 346 | $2.6B |
| Q4 2025 | 355 | $2.3B |
| Q3 2025 | 346 | $2.4B |
| Q2 2025 | 345 | $2.1B |
| Q1 2025 | 333 | $2.2B |
| Q4 2024 | 325 | $2.0B |
| Q3 2024 | 330 | $2.1B |
| Q2 2024 | 318 | $2.2B |
| Q1 2024 | 304 | $2.2B |
| Q4 2023 | 298 | $2.2B |