Otter Tail Ownership | Who Owns Otter Tail?
Otter Tail Ownership Summary
Otter Tail is owned by 56.96% institutional investors, 1.91% insiders, and 41.13% retail investors. Blackrock is the largest institutional shareholder, holding 15.57% of OTTR shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.05% of its assets in Otter Tail shares.
OTTR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Otter Tail | 56.96% | 1.91% | 41.13% |
| Sector | Utilities Stocks | 35.28% | 8.46% | 56.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 6.50M | 15.57% | $568.95M |
| Blackrock funding, inc. /de | 6.39M | 15.18% | $516.49M |
| Vanguard group | 5.06M | 12.02% | $408.86M |
| State street | 1.57M | 3.74% | $128.31M |
| First trust advisors lp | 1.46M | 3.50% | $120.05M |
| Geode capital management | 1.02M | 2.42% | $82.38M |
| Dimensional fund advisors lp | 850.73K | 2.02% | $68.75M |
| Morgan stanley | 562.29K | 1.34% | $45.44M |
| Caisse de depot et placement du quebec | 555.86K | 1.33% | $45.56M |
| Charles schwab investment management | 541.46K | 1.29% | $44.38M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bank & trust | 122.02K | 6.96% | $9.86M |
| Palisades investment partners | 40.89K | 1.25% | $3.30M |
| Phocas financial | 97.68K | 1.03% | $7.89M |
| Denali advisors | 88.70K | 0.80% | $7.17M |
| Buck wealth strategies | 72.91K | 0.75% | $5.89M |
| Virtus etf advisers | 6.85K | 0.37% | $561.82K |
| John g ullman & associates | 24.95K | 0.27% | $2.02M |
| Gabelli funds | 469.10K | 0.26% | $37.91M |
| Alternative investment advisors, llc. | 4.57K | 0.23% | $400.21K |
| Gamco investors, inc. et al | 272.35K | 0.21% | $22.01M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lsv asset management | 536.94K | 0.09% | 367.87K |
| First trust advisors lp | 1.46M | 0.09% | 221.04K |
| Two sigma investments, lp | 137.62K | 0.02% | 113.28K |
| Jane street group | 139.14K | 0.00% | 101.42K |
| Marshall wace, llp | 152.57K | 0.01% | 93.55K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 418.93K | 0.00% | -186.58K |
| Nuveen asset management | 164.40K | 0.00% | -118.69K |
| Millennium management | 310.21K | 0.01% | -101.07K |
| Renaissance | 13.30K | 0.00% | -94.61K |
| Aptus capital advisors | - | - | -79.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mufg securities emea | 44.00K | 0.04% | 44.00K | $3.56M |
| Healthcare of ontario pension plan trust fund | 28.18K | 0.00% | 28.18K | $2.31M |
| Elo mutual pension insurance | 23.11K | 0.03% | 23.11K | $1.87M |
| Capital fund management | 17.30K | 0.00% | 17.30K | $1.42M |
| Jefferies financial group | 16.50K | 0.01% | 16.50K | $1.33M |
Sold Out
| Holder | Change |
|---|---|
| Coppell advisory solutions | -1.00 |
| True wealth design | -1.00 |
| Tfc financial management | -1.00 |
| Financial gravity asset management | -1.00 |
| Capital performance advisors llp | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 271 | -21.45% | 23,976,046 | -15.04% | 56 | 1.25% | 121 | -23.90% | 86 | -20.37% |
| Sep 30, 2025 | 329 | -2.37% | 28,108,638 | 6.14% | 67 | 1.68% | 153 | 2.00% | 102 | -15.70% |
| Jun 30, 2025 | 341 | 2.40% | 27,475,425 | 0.15% | 65 | 1.53% | 147 | -5.16% | 126 | 12.50% |
| Mar 31, 2025 | 3 | -99.08% | 418,847 | -98.48% | 1 | 0.02% | 1 | -99.39% | 2 | -97.92% |
| Dec 31, 2024 | 165 | -49.85% | 15,365,632 | -41.54% | 36 | 0.93% | 76 | -53.66% | 42 | -57.14% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.54M | 6.05% | -252.76K |
| Vanguard US Total Market Shares ETF | 1.32M | 3.16% | 1.08K |
| Vanguard Total Stock Mkt Idx Inv | 1.32M | 3.14% | 3.96K |
| Vanguard Small Cap Index | 949.27K | 2.26% | 546.00 |
| iShares Russell 2000 ETF | 930.25K | 2.22% | 50.21K |
| First Trust SMID Cp Rising Div Achv ETF | 745.21K | 1.78% | 438.00 |
| Vanguard Small Cap Value Index Inv | 609.45K | 1.45% | -4.61K |
| First Trust Value Line® Dividend ETF | 463.51K | 1.11% | 117.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 451.57K | 1.08% | 1.12K |
| iShares S&P Small-Cap 600 Growth ETF | 410.52K | 0.98% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 13, 2024 | Smestad Jennifer O. | VP, General Council & Corp Sec | Sell | $354.96K |
| May 24, 2024 | KNUTSON PAUL L | VP, Human Resources | Sell | $362.64K |
| Nov 20, 2023 | ERICKSON JOHN D | - | Sell | $193.40K |
| Nov 21, 2022 | ERICKSON JOHN D | - | Sell | $112.62K |
| Dec 07, 2021 | O'KEEFE TIMOTHY J | - | Sell | $102.48K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 1 |
OTTR Ownership FAQ
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