Otter Tail Ownership | Who Owns Otter Tail?
Otter Tail Ownership Summary
Otter Tail is owned by 65.61% institutional investors, 1.90% insiders, and 32.49% 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 5.97% of its assets in Otter Tail shares.
OTTR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Otter Tail | 65.61% | 1.90% | 32.49% |
| Sector | Utilities Stocks | 61.50% | 8.03% | 30.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 6.50M | 15.57% | $568.95M |
| Blackrock funding, inc. /de | 6.43M | 15.35% | $495.58M |
| Vanguard group | 5.28M | 12.62% | $389.51M |
| State street | 1.58M | 3.79% | $138.43M |
| Geode capital management | 991.75K | 2.37% | $73.25M |
| Dimensional fund advisors lp | 968.84K | 2.32% | $71.54M |
| First trust advisors lp | 682.23K | 1.63% | $50.38M |
| Northern trust | 568.05K | 1.36% | $49.76M |
| Caisse de depot et placement du quebec | 563.97K | 1.35% | $43.48M |
| Charles schwab investment management | 536.54K | 1.28% | $39.62M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bank & trust | 122.84K | 7.49% | $9.47M |
| Palisades investment partners | 40.19K | 1.35% | $3.10M |
| Phocas financial | 15.24K | 0.84% | $1.13M |
| Buck wealth strategies | 66.13K | 0.78% | $5.10M |
| Denali advisors | 79.17K | 0.64% | $6.10M |
| Gabelli funds | 469.60K | 0.26% | $36.20M |
| Alternative investment advisors, llc. | 4.57K | 0.23% | $400.21K |
| Wealth forward | 4.24K | 0.22% | $326.71K |
| Vista investment partners | 9.81K | 0.22% | $756.41K |
| Gamco investors, inc. et al | 273.39K | 0.21% | $21.08M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 262.32K | 0.00% | 182.70K |
| Caisse de depot et placement du quebec | 563.97K | 0.09% | 157.65K |
| Invesco | 291.34K | 0.00% | 96.57K |
| Jpmorgan chase | 189.34K | 0.00% | 91.52K |
| Goldman sachs group | 254.87K | 0.00% | 74.08K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.43M | 0.01% | -253.14K |
| Fuller & thaler asset management | 263.00 | 0.00% | -144.23K |
| Nuveen asset management | 164.40K | 0.00% | -118.69K |
| Millennium management | 310.21K | 0.01% | -101.07K |
| Fmr | 5.26K | - | -87.65K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Lsv asset management | 59.70K | 0.01% | 59.70K | $4.60M |
| Atom investors lp | 15.73K | 0.11% | 15.73K | $1.21M |
| Xtx topco | 10.58K | 0.03% | 10.58K | $815.46K |
| Great valley advisor group | 10.20K | 0.02% | 10.20K | $786.41K |
| Alerus financial na | 7.42K | 0.04% | 7.42K | $572.32K |
Sold Out
| Holder | Change |
|---|---|
| Coppell advisory solutions | -1.00 |
| Financial gravity asset management | -1.00 |
| Tfc financial management | -1.00 |
| Claris advisors, llc / mo / | -2.00 |
| Capital performance advisors llp | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 324 | 2.53% | 26,269,582 | 6.58% | 62 | 1.81% | 162 | -2.99% | 95 | 21.79% |
| Jun 30, 2024 | 310 | 0.98% | 24,500,748 | -0.25% | 58 | 1.69% | 164 | 28.13% | 77 | -31.25% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.50M | 5.97% | 366.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.32M | 3.16% | -28.37K |
| Vanguard US Total Market Shares ETF | 1.32M | 3.16% | 1.08K |
| Vanguard Small Cap Index | 1.02M | 2.43% | -6.35K |
| iShares Russell 2000 ETF | 908.69K | 2.17% | -17.22K |
| First Trust SMID Cp Rising Div Achv ETF | 667.72K | 1.59% | -1.30K |
| Vanguard Small Cap Value Index Inv | 655.23K | 1.56% | 1.90K |
| First Trust Value Line® Dividend ETF | 500.23K | 1.19% | -625.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 450.11K | 1.07% | -195.78K |
| 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 |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
OTTR Ownership FAQ
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