Otter Tail Ownership | Who Owns Otter Tail?
Otter Tail Ownership Summary
Otter Tail is owned by 71.39% institutional investors, 2.08% insiders, and 26.53% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.65% 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 | 71.39% | 2.08% | 26.53% |
| Sector | Industrials Stocks | 68.36% | 16.28% | 15.36% |
| Industry | Conglomerate Stocks | 69.84% | 11.54% | 18.61% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.56M | 15.65% | $590.05M |
| Blackrock | 6.50M | 15.57% | $568.95M |
| Vanguard group | 5.06M | 12.02% | $408.86M |
| Vanguard capital management | 1.89M | 4.51% | $170.17M |
| State street | 1.65M | 3.93% | $148.09M |
| Lsv asset management | 1.19M | 2.83% | $106.76M |
| Geode capital management | 1.11M | 2.66% | $100.16M |
| Morgan stanley | 885.38K | 2.11% | $79.67M |
| Dimensional fund advisors lp | 828.02K | 1.98% | $74.50M |
| Two sigma investments, lp | 725.77K | 1.73% | $65.30M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bank & trust | 117.30K | 6.49% | $10.33M |
| Contravisory investment management | 86.16K | 1.38% | $7.59M |
| Palisades investment partners | 43.58K | 1.12% | $3.92M |
| Phocas financial | 72.68K | 0.91% | $6.54M |
| Denali advisors | 85.10K | 0.77% | $7.66M |
| Linden thomas advisory services | 46.46K | 0.33% | $4.09M |
| John g ullman & associates | 25.45K | 0.28% | $2.29M |
| Gabelli funds | 462.20K | 0.27% | $41.59M |
| Mann financial group | 3.13K | 0.22% | $275.48K |
| Gamco investors, inc. et al | 264.80K | 0.21% | $23.83M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 519.76K | 0.01% | 519.76K |
| Morgan stanley | 885.38K | 0.00% | 230.94K |
| Congress asset management co /ma | 165.68K | 0.09% | 165.68K |
| Lsv asset management | 1.19M | 0.19% | 143.55K |
| Blackrock funding, inc. /de | 6.56M | 0.01% | 133.22K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 249.29K | 0.00% | -236.06K |
| Qube research | 72.31K | 0.01% | -195.54K |
| Adage capital partners gp | 210.55K | 0.03% | -131.45K |
| Nuveen asset management | 164.40K | 0.00% | -118.69K |
| Jane street group | - | - | -117.44K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 519.76K | 0.01% | 519.76K | $46.77M |
| Congress asset management co /ma | 165.68K | 0.09% | 165.68K | $14.59M |
| Macquarie management | 31.20K | 0.00% | 31.20K | $2.81M |
| Occudo quantitative strategies lp | 19.69K | 0.09% | 19.69K | $1.77M |
| Schonfeld strategic advisors | 13.61K | 0.00% | 13.61K | $1.22M |
Sold Out
| Holder | Change |
|---|---|
| Curio wealth | -1.00 |
| Coppell advisory solutions | -1.00 |
| Financial gravity asset management | -1.00 |
| Dunhill financial | -1.00 |
| Capital performance advisors llp | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 361 | 3.14% | 29,913,642 | 2.32% | 71 | 1.46% | 190 | 13.10% | 101 | 6.32% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.50M | 5.96% | 558.00 |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.35M | 3.21% | 6.08K |
| Vanguard Total Stock Mkt Idx Inv | 1.34M | 3.18% | 992.00 |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.34M | 3.18% | 992.00 |
| Vanguard US Total Market Shares ETF | 1.32M | 3.16% | 1.08K |
| iShares Russell 2000 ETF | 1.02M | 2.43% | -11.78K |
| Vanguard Small Cap Index | 943.80K | 2.25% | -23.11K |
| Vanguard MStar Small Cap Value Index | 614.99K | 1.46% | 1.51K |
| Vanguard Morn Small Cap Value Index | 611.25K | 1.46% | -10.70K |
| Vanguard Small Cap Value Index Inv | 611.25K | 1.46% | -10.70K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 10, 2026 | KNUTSON PAUL L | VP, Human Resources | Sell | $23.21K |
| Aug 11, 2026 | KNUTSON PAUL L | VP, Human Resources | Sell | $44.95K |
| Aug 07, 2026 | KNUTSON PAUL L | VP, Human Resources | Sell | $325.88K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 3 |
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
OTTR Ownership FAQ
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