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Otter Tail (OTTR) Institutional Ownership

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$92.80 +0.66 (+0.71%)
As of 02:32 PM Eastern
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Institutional Ownership Changes (13F Filings) for Otter Tail (NASDAQ:OTTR)

Current
Institutional Ownership
Percentage
61.32%
Number of
Institutional Buyers
(last 12 months)
185
Total
Institutional Inflows
(last 12 months)
$935.95M
Number of
Institutional Sellers
(last 12 months)
125
Total
Institutional Outflows
(last 12 months)
$222.13M
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OTTR Institutional Buying and Selling by Quarter

Otter Tail Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2026Sanctuary Advisors LLC4,928$443K0.0%N/A0.012%
8/13/2026Connor Clark & Lunn Investment Management Ltd.57,071$5.14M0.0%N/A0.136%
8/12/2026Northwestern Mutual Wealth Management Co.1,091$98K0.0%N/A0.003%
8/12/2026Quantbot Technologies LP1,546$139K0.0%N/A0.004%
8/12/2026Evolve Private Wealth LLC4,789$431K0.0%N/A0.011%
8/12/2026 C M Bidwell & Associates Ltd.561$50K0.0%N/A0.001%
8/11/2026 OneAscent Financial Services LLC22,625$2.04M0.1%N/A0.054%
8/11/2026 Allworth Financial LP1,305$117K0.0%N/A0.003%
8/11/2026 Virtus Advisers LLC4,753$428K0.2%N/A0.011%
8/11/2026 Vise Technologies Inc.2,345$211K0.0%N/A0.006%
8/10/2026 Johnson Financial Group Inc.1,000$90K0.0%N/A0.002%
8/10/2026 Denali Advisors LLC85,102$7.66M0.8%N/A0.203%
8/8/2026 Foster & Motley Inc.7,223$650K0.0%N/A0.017%
8/7/2026 BlackRock Inc.6,557,596$590.05M0.0%N/A15.619%
8/7/2026 Deutsche Bank AG43,790$3.94M0.0%N/A0.104%
8/7/2026 Trust Co. of Vermont904$81K0.0%N/A0.002%
8/6/2026 Johnson Wealth Management LLC6,717$604K0.3%N/A0.016%
8/6/2026 Global Retirement Partners LLC1,216$109K0.0%N/A0.003%
8/6/2026 Bank of New York Mellon Corp358,275$32.24M0.0%N/A0.853%
8/6/2026 Focus Partners Advisor Solutions LLC2,841$256K0.0%N/A0.007%
8/6/2026 GSA Capital Partners LLP3,244$292K0.0%N/A0.008%
8/5/2026USA Financial Formulas810$71K0.0%-41.1%0.002%
7/10/2026 Bank & Trust Co119,641$10.77M6.8%+0.3%0.285%
7/9/2026 Contravisory Investment Management Inc.86,441$7.78M1.4%N/A0.206%
7/9/2026 Focus Financial Network Inc.16,358$1.47M0.0%-3.5%0.039%
7/9/2026 Tactive Advisors LLC4,050$364K0.1%N/A0.010%
7/9/2026 Hennion & Walsh Asset Management Inc.9,729$875K0.0%+90.3%0.023%
5/19/2026Bank of America Corp DE336,483$29.53M0.0%+3.5%0.801%
5/18/2026 Amundi8,217$721K0.0%+47.1%0.020%
5/18/2026California State Teachers Retirement System44,504$3.91M0.0%+24.5%0.106%
5/18/2026Royal Bank of Canada178,161$15.64M0.0%+30.8%0.424%
5/16/2026The Manufacturers Life Insurance Company17,908$1.57M0.0%-3.0%0.043%
5/16/2026Infrastructure Capital Advisors LLC6,794$596K0.0%+15.5%0.016%
5/16/2026Quantinno Capital Management LP14,748$1.29M0.0%+40.9%0.035%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund81,968$7.19M0.0%+30.3%0.195%
5/14/2026Renaissance Technologies LLC6,610$580K0.0%-50.3%0.016%
5/14/2026Gabelli Funds LLC467,200$41.01M0.3%-0.4%1.113%
5/14/2026Gamco Investors INC. ET AL264,800$23.24M0.2%-2.8%0.631%
5/14/2026Sei Investments Co.11,047$970K0.0%+86.5%0.026%
5/14/2026 Lido Advisors LLC5,416$475K0.0%+14.3%0.013%
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5/14/2026 State of Wyoming823$72K0.0%-50.8%0.002%
5/13/2026Cetera Investment Advisers17,884$1.57M0.0%+7.8%0.043%
5/13/2026 First Trust Advisors LP606,504$53.23M0.0%-25.2%1.445%
5/7/2026 Dimensional Fund Advisors LP815,241$71.55M0.0%-4.2%1.943%
5/6/2026 John G Ullman & Associates Inc.25,450$2.23M0.3%+2.0%0.061%
5/6/2026Allspring Global Investments Holdings LLC7,497$661K0.0%-32.6%0.018%
5/5/2026 D.A. Davidson & CO.6,767$594K0.0%+15.3%0.016%
5/5/2026 Bank of New York Mellon Corp350,608$30.77M0.0%-2.2%0.836%
5/5/2026Illinois Municipal Retirement Fund20,998$1.84M0.0%-5.4%0.050%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,025$441K0.0%+23.9%0.012%
5/4/2026 Principal Financial Group Inc.231,889$20.35M0.0%+16.2%0.553%
5/1/2026 Fifth Third Bancorp17,815$1.56M0.0%+1,803.3%0.042%
4/30/2026 Kestra Advisory Services LLC9,001$790K0.0%+6.9%0.021%
4/30/2026 Greenwood Capital Associates LLC5,568$489K0.1%+35.1%0.013%
4/28/2026 Abel Hall LLC2,401$211K0.0%N/A0.006%
4/28/2026 Whittier Trust Co. of Nevada Inc.48,935$4.33M0.1%+1.6%0.117%
4/28/2026 Whittier Trust Co.99,012$8.77M0.1%+10.0%0.236%
4/27/2026 New York State Teachers Retirement System12,505$1.10M0.0%-10.6%0.030%
4/27/2026 Private Advisor Group LLC7,739$679K0.0%+63.6%0.018%
4/27/2026 Sound Income Strategies LLC286$25K0.0%+248.8%0.001%
4/25/2026 Strs Ohio800$70K0.0%+33.3%0.002%
4/24/2026 Bayban5,201$456K0.4%+11.4%0.012%
4/22/2026 Janney Montgomery Scott LLC6,049$531K0.0%+46.5%0.014%
4/22/2026 Pictet Asset Management Holding SA7,080$621K0.0%+9.5%0.017%
4/22/2026 Sterling Capital Management LLC6,332$556K0.0%-37.6%0.015%
4/21/2026 Foster & Motley Inc.7,750$680K0.0%-4.1%0.018%
4/21/2026 Louisiana State Employees Retirement System18,600$1.63M0.0%N/A0.044%
4/16/2026 SG Americas Securities LLC25,504$2.24M0.0%+86.8%0.061%
4/16/2026Evolve Private Wealth LLC4,772$419K0.0%+3.8%0.011%
3/5/2026 Bayban4,669$377K0.3%N/A0.011%
3/4/2026 SHP Wealth Management500$40K0.0%N/A0.001%
3/3/2026 Caitong International Asset Management Co. Ltd388$31K0.0%N/A0.001%
2/19/2026Invesco Ltd.231,178$18.68M0.0%-2.3%0.552%
2/19/2026 Birchwood Financial Partners Inc.500$40K0.0%N/A0.001%
2/18/2026Vident Advisory LLC5,218$422K0.0%-7.3%0.012%
2/18/2026Beacon Pointe Advisors LLC2,790$225K0.0%N/A0.007%
2/18/2026State of Tennessee Department of Treasury9,490$846K0.0%-20.4%0.023%
2/18/2026NewEdge Advisors LLC16,231$1.31M0.0%-4.4%0.039%
2/18/2026XTX Topco Ltd32,434$2.62M0.1%+538.3%0.077%
2/18/2026Voloridge Investment Management LLC112,021$9.05M0.0%-2.5%0.267%
2/18/2026Wellington Management Group LLP35,029$2.83M0.0%N/A0.084%
2/18/2026Tudor Investment Corp ET AL75,005$6.06M0.0%-46.9%0.179%
2/18/2026Millennium Management LLC146,518$11.84M0.0%+12.5%0.350%
2/18/2026Man Group plc47,320$3.82M0.0%-22.8%0.113%
2/18/2026Gotham Asset Management LLC6,689$541K0.0%N/A0.016%
2/18/2026Evolve Private Wealth LLC4,597$371K0.0%N/A0.011%
2/18/2026Engineers Gate Manager LP6,716$543K0.0%N/A0.016%
2/18/2026First Manhattan CO. LLC.38,210$3.09M0.0%-0.8%0.091%
2/18/2026Balyasny Asset Management L.P.15,313$1.24M0.0%-64.1%0.037%
2/18/2026Bridgeway Capital Management LLC35,600$2.88M0.1%-6.6%0.085%
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2/17/2026Guggenheim Capital LLC3,834$310K0.0%-18.7%0.009%
2/17/2026Caisse de depot et placement du Quebec554,733$44.83M0.1%-0.2%1.324%
2/17/2026AQR Capital Management LLC15,930$1.29M0.0%+9.3%0.038%
2/17/2026Cetera Investment Advisers16,583$1.34M0.0%+1.2%0.040%
2/17/2026Jain Global LLC6,210$502K0.0%N/A0.015%
2/17/2026Trexquant Investment LP23,894$1.93M0.0%-57.5%0.057%
2/17/2026 Amundi5,586$451K0.0%-22.7%0.013%
2/17/2026Jump Financial LLC4,115$333K0.0%-73.5%0.010%
2/17/2026Price T Rowe Associates Inc. MD44,543$3.60M0.0%+4.2%0.106%
2/17/2026Osaic Holdings Inc.34,482$2.79M0.0%+8.3%0.082%


OTTR Institutional Ownership - Frequently Asked Questions

During the previous two years, 336 institutional investors and hedge funds held shares of Otter Tail. The most heavily invested institutionals were BlackRock Inc. ($590.05M), Vanguard Group Inc. ($408.86M), State Street Corp ($126.18M), Geode Capital Management LLC ($82.39M), Dimensional Fund Advisors LP ($71.55M), First Trust Advisors LP ($53.23M), and Caisse de depot et placement du Quebec ($44.83M).Learn more on Otter Tail's institutional investors.

61.32% of Otter Tail's stock is owned by institutional investors. Learn more on OTTR's institutional investor holdings.

Of the 287 institutional investors that purchased Otter Tail's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($6.56M), JPMorgan Chase & Co. ($677.29K), LSV Asset Management ($536.94K), Caisse DE Depot ET Placement DU Quebec ($406.32K), Adage Capital Partners GP L.L.C. ($399.15K), Bank of New York Mellon Corp ($367.27K), and First Trust Advisors LP ($221.04K).

Institutional investors have bought a total of 10,732,265 shares in the last 24 months. This purchase volume represents approximately $935.95M in transactions.

Of the 124 institutional investors that sold Otter Tail's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Trust Advisors LP ($858.11K), Millennium Management LLC ($346.30K), JPMorgan Chase & Co. ($186.58K), Citadel Advisors LLC ($116.68K), Renaissance Technologies LLC ($101.30K), Tudor Investment Corp ET AL ($92.89K), and Vanguard Group Inc. ($83.33K).

Institutional investors have sold a total of 2,720,718 shares in the last 24 months. This volume of shares sold represents approximately $222.13M in transactions.



Institutional ownership data for NASDAQ:OTTR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/13/2026. New 13F filings are added each quarter as they're published.
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