Otter Tail Ownership | Who Owns Otter Tail?
Otter Tail Ownership Summary
Otter Tail is owned by 44.67% institutional investors, 2.08% insiders, and 53.25% 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 6.08% of its assets in Otter Tail shares.
OTTR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Otter Tail | 44.67% | 2.08% | 53.25% |
| Sector | Utilities Stocks | 42.99% | 8.09% | 48.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 6.50M | 15.57% | $568.95M |
| Blackrock funding, inc. /de | 6.42M | 15.35% | $563.87M |
| Vanguard group | 5.06M | 12.02% | $408.86M |
| State street | 1.57M | 3.75% | $137.74M |
| Geode capital management | 1.05M | 2.52% | $92.61M |
| Lsv asset management | 1.04M | 2.49% | $91.54M |
| Dimensional fund advisors lp | 815.24K | 1.95% | $71.55M |
| Two sigma investments, lp | 662.93K | 1.58% | $58.19M |
| Morgan stanley | 654.43K | 1.56% | $57.44M |
| First trust advisors lp | 606.50K | 1.45% | $53.23M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bank & trust | 119.24K | 7.05% | $10.47M |
| Palisades investment partners | 44.37K | 1.53% | $3.89M |
| Phocas financial | 76.48K | 1.05% | $6.71M |
| Denali advisors | 89.91K | 0.88% | $7.89M |
| John g ullman & associates | 25.45K | 0.30% | $2.23M |
| Virtus etf advisers | 6.85K | 0.28% | $601.58K |
| Gabelli funds | 467.20K | 0.28% | $41.01M |
| Gamco investors, inc. et al | 264.80K | 0.23% | $23.24M |
| Vista investment partners | 9.79K | 0.23% | $859.00K |
| Wealth forward | 4.24K | 0.21% | $371.97K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lsv asset management | 1.04M | 0.20% | 505.97K |
| Two sigma investments, lp | 662.93K | 0.05% | 391.28K |
| Vanguard fiduciary trust | 272.41K | 0.01% | 272.41K |
| Goldman sachs group | 485.35K | 0.00% | 156.19K |
| D. e. shaw | 399.43K | 0.02% | 151.19K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 606.50K | 0.04% | -204.13K |
| Nuveen asset management | 164.40K | 0.00% | -118.69K |
| Jpmorgan chase | 339.63K | 0.00% | -79.30K |
| Aptus capital advisors | - | - | -79.29K |
| Marshall wace, llp | 95.16K | 0.01% | -78.27K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 272.41K | 0.01% | 272.41K | $23.91M |
| Vanguard asset management | 29.36K | 0.00% | 29.36K | $2.58M |
| Pdt partners | 20.60K | 0.11% | 20.60K | $1.81M |
| Vanguard global advisers | 16.86K | 0.00% | 16.86K | $1.48M |
| Brevan howard capital management lp | 11.69K | 0.01% | 11.69K | $1.03M |
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 |
| Dunhill financial | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 230 | -35.21% | 18,698,644 | -33.99% | 44 | 0.98% | 100 | -40.12% | 61 | -48.74% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.55M | 6.08% | 552.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.33M | 3.18% | 4.66K |
| Vanguard US Total Market Shares ETF | 1.32M | 3.16% | 1.08K |
| Vanguard Small Cap Index | 966.61K | 2.30% | -2.43K |
| iShares Russell 2000 ETF | 910.57K | 2.17% | 7.66K |
| Vanguard Small Cap Value Index Inv | 620.47K | 1.48% | 4.07K |
| First Trust SMID Cp Rising Div Achv ETF | 520.34K | 1.24% | 700.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 473.00K | 1.13% | 5.65K |
| First Trust Value Line® Dividend ETF | 463.51K | 1.11% | 117.00 |
| 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 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q3 | - | 1 |
OTTR Ownership FAQ
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