Otter Tail Ownership | Who Owns Otter Tail?
Otter Tail Ownership Summary
Otter Tail is owned by 1.00% institutional investors, 1.90% insiders, and 97.10% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 16.70% of OTTR shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.01% of its assets in Otter Tail shares.
OTTR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Otter Tail | 1.00% | 1.90% | 97.10% |
| Sector | Utilities Stocks | 38.76% | 7.96% | 53.28% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.98M | 16.70% | $515.42M |
| Blackrock | 6.50M | 15.57% | $568.95M |
| 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 |
| Charles schwab investment management | 536.54K | 1.28% | $39.62M |
| Morgan stanley | 507.27K | 1.22% | $44.43M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bank & trust | 125.38K | 7.77% | $9.26M |
| Phocas financial | 15.24K | 0.84% | $1.13M |
| Edgestream partners | 83.37K | 0.26% | $6.16M |
| Gabelli funds | 472.50K | 0.26% | $34.89M |
| Vista investment partners | 10.50K | 0.24% | $775.62K |
| Alternative investment advisors, llc. | 4.57K | 0.23% | $400.21K |
| Wealth forward | 4.24K | 0.22% | $312.93K |
| Gamco investors, inc. et al | 273.69K | 0.21% | $20.21M |
| Rba wealth management | 7.53K | 0.21% | $555.72K |
| John g ullman & associates | 16.05K | 0.17% | $1.19M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.98M | 0.01% | 379.24K |
| Ubs group | 262.32K | 0.00% | 182.70K |
| Caisse de depot et placement du quebec | 223.00K | 0.03% | 140.04K |
| Invesco | 291.34K | 0.00% | 96.57K |
| Jpmorgan chase | 189.34K | 0.00% | 91.52K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Weiss asset management lp | - | - | -144.29K |
| Nuveen asset management | 164.40K | 0.00% | -118.69K |
| Millennium management | 310.21K | 0.01% | -101.07K |
| Fmr | 5.26K | - | -87.65K |
| Phocas financial | 15.24K | 0.84% | -87.04K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Voloridge investment management | 76.86K | 0.02% | 76.86K | $5.68M |
| Raymond james financial | 36.18K | 0.00% | 36.18K | $2.67M |
| Denali advisors | 6.91K | 0.05% | 6.91K | $510.00K |
| Alternative investment advisors, llc. | 4.57K | 0.23% | 4.57K | $400.21K |
| Vestcor | 4.19K | 0.01% | 4.19K | $309.00K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 307 | 3.37% | 24,561,891 | -3.83% | 58 | 1.57% | 128 | -3.03% | 112 | 16.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.52M | 6.01% | -1.32K |
| Vanguard Total Stock Mkt Idx Inv | 1.35M | 3.21% | 26.20K |
| Vanguard US Total Market Shares ETF | 1.32M | 3.16% | 1.08K |
| iShares Russell 2000 ETF | 1.06M | 2.54% | 522.00 |
| Vanguard Small Cap Index | 1.05M | 2.51% | 5.55K |
| Vanguard Small Cap Value Index Inv | 678.83K | 1.62% | 2.13K |
| Vanguard Institutional Extnd Mkt Idx Tr | 644.88K | 1.54% | 5.63K |
| First Trust SMID Cp Rising Div Achv ETF | 607.29K | 1.45% | 917.00 |
| First Trust Value Line® Dividend ETF | 523.60K | 1.25% | 21.77K |
| Fidelity Small Cap Index | 412.02K | 0.98% | 3.83K |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools