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Otter Tail (OTTR) Institutional Ownership

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$89.24 +0.37 (+0.41%)
As of 12:01 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)
183
Total
Institutional Inflows
(last 12 months)
$1.35B
Number of
Institutional Sellers
(last 12 months)
119
Total
Institutional Outflows
(last 12 months)
$212.67M
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OTTR Institutional Buying and Selling by Quarter

Otter Tail Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP2,862$258K0.0%+17.5%0.007%
8/26/2026 Amundi5,840$525K0.0%-28.9%0.014%
8/26/2026 HighTower Advisors LLC12,186$1.10M0.0%+20.6%0.029%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al2,500$225K0.0%N/A0.006%
8/24/2026 California State Teachers Retirement System3,887,226$349.77M0.0%+8,634.6%9.258%
8/21/2026 Continuum Advisory LLC574$52K0.0%N/A0.001%
8/20/2026 JNBA Financial Advisors1,444$130K0.0%-15.8%0.003%
8/20/2026 Benjamin Edwards Inc.40,275$3.62M0.0%+2.7%0.096%
8/20/2026 Northwestern Mutual Wealth Management Co.1,091$98K0.0%+16.6%0.003%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC46,061$4.15M0.0%-51.3%0.110%
8/18/2026 Beacon Pointe Advisors LLC3,049$274K0.0%N/A0.007%
8/18/2026 Empowered Funds LLC8,170$735K0.0%N/A0.019%
8/18/2026Jefferies Financial Group Inc.10,082$907K0.0%N/A0.024%
8/18/2026 Public Employees Retirement System of Ohio699$63K0.0%N/A0.002%
8/17/2026 Capstone Investment Advisors LLC16,814$1.51M0.0%N/A0.040%
8/17/2026 Corient Private Wealth LP3,276$295K0.0%N/A0.008%
8/17/2026 Bank of America Corp DE312,589$28.13M0.0%N/A0.744%
8/15/2026 Caisse de depot et placement du Quebec539,873$48.58M0.1%N/A1.286%
8/15/2026 Man Group plc14,471$1.30M0.0%N/A0.034%
8/15/2026 Jupiter Topco LLC17,899$1.61M0.0%N/A0.043%
8/14/2026 PDT Partners LLC27,000$2.43M0.1%N/A0.064%
8/14/2026 Legal & General Group Plc85,285$7.67M0.0%N/A0.203%
8/14/2026 The Manufacturers Life Insurance Company 19,564$1.76M0.0%N/A0.047%
8/14/2026 Jones Financial Companies Lllp432$39K0.0%N/A0.001%
8/13/2026 Infrastructure Capital Advisors LLC6,924$623K0.0%N/A0.016%
8/13/2026 Sanctuary Advisors LLC4,928$443K0.0%N/A0.012%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.57,071$5.14M0.0%N/A0.136%
8/12/2026 Northwestern Mutual Wealth Management Co.1,091$98K0.0%N/A0.003%
8/12/2026 Quantbot Technologies LP1,546$139K0.0%N/A0.004%
8/12/2026 Evolve 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%-5.3%0.203%
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%
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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%
5/19/2026 Bank of America Corp DE336,483$29.53M0.0%+3.5%0.801%
5/18/2026 Amundi8,217$721K0.0%+47.1%0.020%
5/18/2026 California State Teachers Retirement System44,504$3.91M0.0%+24.5%0.106%
5/18/2026 Royal Bank of Canada178,161$15.64M0.0%+30.8%0.424%
5/16/2026 The Manufacturers Life Insurance Company17,908$1.57M0.0%-3.0%0.043%
5/16/2026 Infrastructure Capital Advisors LLC6,794$596K0.0%+15.5%0.016%
5/16/2026 Quantinno Capital Management LP14,748$1.29M0.0%+40.9%0.035%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund81,968$7.19M0.0%+30.3%0.195%
5/14/2026 Renaissance Technologies LLC6,610$580K0.0%-50.3%0.016%
5/14/2026 Gabelli Funds LLC467,200$41.01M0.3%-0.4%1.113%
5/14/2026 Gamco Investors INC. ET AL264,800$23.24M0.2%-2.8%0.631%
5/14/2026 Sei Investments Co.11,047$970K0.0%+86.5%0.026%
5/14/2026 Lido Advisors LLC5,416$475K0.0%+14.3%0.013%
5/14/2026 State of Wyoming823$72K0.0%-50.8%0.002%
5/13/2026 Cetera 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%
5/6/2026 Allspring 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%
5/5/2026 Illinois 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%
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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%
4/16/2026 Evolve 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%
2/19/2026 Invesco Ltd.231,178$18.68M0.0%-2.3%0.552%
2/19/2026 Birchwood Financial Partners Inc.500$40K0.0%N/A0.001%
2/18/2026 Vident Advisory LLC5,218$422K0.0%-7.3%0.012%


OTTR Institutional Ownership - Frequently Asked Questions

During the previous two years, 340 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), California State Teachers Retirement System ($349.77M), State Street Corp ($126.18M), Geode Capital Management LLC ($82.39M), Dimensional Fund Advisors LP ($71.55M), and First Trust Advisors LP ($53.23M).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 289 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), California State Teachers Retirement System ($3.85M), Caisse de depot et placement du Quebec ($946.19K), JPMorgan Chase & Co. ($677.29K), LSV Asset Management ($536.94K), Bank of America Corp DE ($468.43K), and Adage Capital Partners GP L.L.C. ($399.15K).

Institutional investors have bought a total of 15,280,991 shares in the last 24 months. This purchase volume represents approximately $1.35B in transactions.

Of the 119 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 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($86.43K).

Institutional investors have sold a total of 2,588,646 shares in the last 24 months. This volume of shares sold represents approximately $212.67M in transactions.


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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 8/27/2026. New 13F filings are added each quarter as they're published.
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