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 6.09% 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 | 67.86% | 16.45% | 15.69% |
| 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 | 119.64K | 6.79% | $10.77M |
| Contravisory investment management | 86.44K | 1.37% | $7.78M |
| 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 | 44.58K | 0.32% | $4.01M |
| John g ullman & associates | 25.45K | 0.28% | $2.29M |
| Gabelli funds | 462.20K | 0.27% | $41.59M |
| Vista investment partners | 9.79K | 0.22% | $880.54K |
| 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 |
| Lsv asset management | 1.19M | 0.19% | 143.55K |
| Blackrock funding, inc. /de | 6.56M | 0.01% | 133.22K |
| Price t rowe associates inc /md/ | 260.05K | 0.00% | 127.58K |
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 |
| Contravisory investment management | 86.44K | 1.37% | 86.44K | $7.78M |
| 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 |
|---|---|
| Dunhill financial | -1.00 |
| True wealth design | -1.00 |
| Financial gravity asset management | -1.00 |
| Coppell advisory solutions | -1.00 |
| Curio wealth | -1.00 |
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 | 2.56M | 6.09% | 1.54K |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.34M | 3.20% | 6.32K |
| 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 | 986.75K | 2.35% | -17.57K |
| Vanguard Small Cap Index | 965.16K | 2.30% | 1.54K |
| Vanguard MStar Small Cap Value Index | 612.99K | 1.46% | 1.75K |
| Vanguard Small Cap Value Index Inv | 611.25K | 1.46% | -10.70K |
| Vanguard Morn Small Cap Value Index | 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
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