Otter Tail Ownership | Who Owns Otter Tail?
Otter Tail Ownership Summary
Otter Tail is owned by 67.13% institutional investors, 1.90% insiders, and 30.97% 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 5.96% of its assets in Otter Tail shares.
OTTR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Otter Tail | 67.13% | 1.90% | 30.97% |
| Sector | Utilities Stocks | 39.62% | 7.97% | 52.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 6.50M | 15.57% | $568.95M |
| Blackrock funding, inc. /de | 6.36M | 15.19% | $521.45M |
| Vanguard group | 5.10M | 12.17% | $417.73M |
| 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% | $83.22M |
| Dimensional fund advisors lp | 859.02K | 2.05% | $70.41M |
| Jpmorgan chase | 605.50K | 1.45% | $49.63M |
| 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 | 122.06K | 7.39% | $10.01M |
| Palisades investment partners | 40.19K | 1.29% | $3.29M |
| Phocas financial | 97.91K | 1.04% | $8.03M |
| Denali advisors | 86.13K | 0.80% | $7.06M |
| Buck wealth strategies | 67.79K | 0.76% | $5.56M |
| Virtus etf advisers | 6.85K | 0.37% | $561.82K |
| Oneascent financial services | 24.66K | 0.29% | $2.02M |
| Gabelli funds | 469.10K | 0.26% | $38.45M |
| Alternative investment advisors, llc. | 4.57K | 0.23% | $400.21K |
| John g ullman & associates | 20.65K | 0.23% | $1.69M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 605.50K | 0.00% | 264.01K |
| First trust advisors lp | 1.46M | 0.09% | 221.04K |
| Goldman sachs group | 322.75K | 0.00% | 140.95K |
| Two sigma investments, lp | 137.62K | 0.02% | 113.28K |
| Lsv asset management | 169.07K | 0.03% | 109.37K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nuveen asset management | 164.40K | 0.00% | -118.69K |
| Millennium management | 310.21K | 0.01% | -101.07K |
| Aptus capital advisors | - | - | -79.29K |
| International assets investment management | - | - | -76.43K |
| Texas permanent school fund | - | - | -70.90K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Benjamin edwards | 38.35K | 0.04% | 38.35K | $3.14M |
| Healthcare of ontario pension plan trust fund | 28.18K | 0.00% | 28.18K | $2.31M |
| Ossiam | 26.20K | 0.03% | 26.20K | $2.15M |
| Capital fund management | 17.30K | 0.00% | 17.30K | $1.42M |
| Exchange traded concepts | 15.99K | 0.01% | 15.99K | $1.31M |
Sold Out
| Holder | Change |
|---|---|
| Coppell advisory solutions | -1.00 |
| Financial gravity asset management | -1.00 |
| Tfc financial management | -1.00 |
| Capital performance advisors llp | -2.00 |
| Claris advisors, llc / mo / | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 324 | 2.53% | 26,269,582 | 6.58% | 62 | 1.81% | 162 | -2.99% | 95 | 21.79% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.50M | 5.96% | - |
| 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 | 933.64K | 2.23% | - |
| First Trust SMID Cp Rising Div Achv ETF | 678.38K | 1.62% | 720.00 |
| Vanguard Small Cap Value Index Inv | 655.23K | 1.56% | 1.90K |
| First Trust Value Line® Dividend ETF | 463.51K | 1.11% | 117.00 |
| 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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