OTTR — Otter Tail Corp Com Institutional Holders · Q3 2026
Who owns Otter Tail Corp Com (OTTR)? 14 institutions reported holding $26.52M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($14.6M), Bank & Trust Co ($10.3M), Vista Investment Partners LLC ($778,890).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $14.6M | 165,683 | New |
| 2 | Bank & Trust Co | $10.3M | 117,295 | Trimmed |
| 3 | VISTA INVESTMENT PARTNERS LLC | $778,890 | 8,847 | Trimmed |
| 4 | Atlas Brown,Inc. | $307,348 | 3,491 | Hold |
| 5 | Farther Finance Advisors, LLC | $227,984 | 2,590 | Added |
| 6 | ARMSTRONG ADVISORY GROUP, INC | $146,147 | 1,660 | Hold |
| 7 | GAMMA Investing LLC | $93,763 | 1,065 | Added |
| 8 | MJT & Associates Financial Advisory Group, Inc. | $36,977 | 420 | Hold |
| 9 | Versant Capital Management, Inc | $3,962 | 45 | Hold |
| 10 | MassMutual Private Wealth & Trust, FSB | $2,993 | 34 | Hold |
| 11 | GK Wealth Management LLC | $2,741 | 31 | New |
| 12 | GILPIN WEALTH MANAGEMENT, LLC | $441 | 5 | Added |
| 13 | Davis Capital Management | $440 | 5 | Added |
| 14 | Tactive Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30