Free Trial
→ I'm handing you this stock today (From Behind the Markets) (Ad)tc pixel Free OTTR Stock Alerts

Otter Tail (OTTR) Institutional Ownership

Otter Tail logo
$77.82 -1.95 (-2.44%)
Closing price 04:00 PM Eastern
Extended Trading
$77.78 -0.03 (-0.04%)
As of 07:50 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Otter Tail (NASDAQ:OTTR)

Current
Institutional Ownership
Percentage
61.32%
Number of
Institutional Buyers
(last 12 months)
187
Total
Institutional Inflows
(last 12 months)
$977.39M
Number of
Institutional Sellers
(last 12 months)
111
Total
Institutional Outflows
(last 12 months)
$210.85M
Get OTTR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Otter Tail stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

OTTR Institutional Buying and Selling by Quarter

Otter Tail Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/11/2026 Advisors Asset Management Inc.1,502$132K0.0%N/A0.004%
11/11/2026 Private Advisor Group LLC8,569$754K0.0%+10.6%0.020%
11/11/2026 Focus Advisor Solutions LLC2,475$218K0.0%-12.9%0.006%
11/10/2026 Voya Investment Management LLC7,510$661K0.0%-24.0%0.018%
11/10/2026 Public Sector Pension Investment Board169,732$15.06M0.0%-13.0%0.404%
11/10/2026 Global Retirement Partners LLC3,718$327K0.0%+205.8%0.009%
11/10/2026 South Dakota Investment Council7,447$656K0.0%N/A0.018%
11/10/2026 Edgestream Partners L.P.9,617$847K0.0%N/A0.023%
11/10/2026 HighTower Advisors LLC8,703$766K0.0%-28.6%0.021%
11/9/2026 Virtus Advisers LLC5,550$489K0.2%+16.8%0.013%
11/6/2026 Russell Investments Group Ltd.20,515$1.81M0.0%+1.0%0.049%
11/6/2026 Fifth Third Bancorp16,552$1.46M0.0%-6.5%0.039%
11/5/2026 Maryland State Retirement & Pension System9,312$820K0.0%+52.4%0.022%
11/5/2026 Illinois Municipal Retirement Fund21,316$1.88M0.0%+1.6%0.051%
11/5/2026 Lido Advisors LLC7,685$677K0.0%+23.9%0.018%
11/4/2026 Paragon Advisors LLC2,794$246K0.0%N/A0.007%
11/3/2026 Pictet Asset Management Holding SA7,462$657K0.0%+5.4%0.018%
11/3/2026 Parallel Advisors LLC790$70K0.0%+154.0%0.002%
11/3/2026 Alps Advisors Inc.9,209$811K0.0%-56.7%0.022%
11/2/2026 Valtinson Bruner Financial Planning LLC4,335$382K0.1%-4.5%0.010%
11/2/2026 Commonwealth Equity Services LLC28,289$2.49M0.0%+9.8%0.067%
10/31/2026 Covestor Ltd662$58K0.0%-35.9%0.002%
10/30/2026 Oregon Public Employees Retirement Fund9,442$831K0.0%-1.6%0.022%
10/30/2026 Next Level Wealth Planning LLC289$25K0.0%N/A0.001%
10/29/2026 ProShare Advisors LLC111,468$9.81M0.0%+37.7%0.265%
10/29/2026 Vise Technologies Inc.2,503$220K0.0%+6.7%0.006%
10/28/2026 Choreo LLC3,221$284K0.0%N/A0.008%
10/28/2026 D.A. Davidson & CO.5,869$517K0.0%-13.3%0.014%
10/26/2026 Flagship Harbor Advisors LLC3,150$277K0.0%N/A0.008%
10/23/2026 Fifth Third Wealth Advisors LLC6,493$572K0.0%+42.6%0.015%
10/23/2026 Sterling Capital Management LLC3,286$289K0.0%-44.3%0.008%
10/23/2026 James Investment Research Inc.11,581$1.02M0.1%+8.9%0.028%
10/22/2026 Yousif Capital Management LLC10,606$934K0.0%-5.0%0.025%
10/22/2026 Vest Financial LLC22,428$1.98M0.0%-47.3%0.053%
10/19/2026 Abel Hall LLC2,664$235K0.0%+9.4%0.006%
10/17/2026 SteelPeak Wealth LLC2,389$210K0.0%N/A0.006%
10/17/2026 USA Financial Formulas1,673$147K0.0%N/A0.004%
10/15/2026 State of Alaska Department of Revenue8,344$734K0.0%-39.6%0.020%
10/15/2026 Fortitude Family Office LLC768$68K0.0%+3,239.1%0.002%
10/14/2026 Focus Financial Network Inc.16,161$1.42M0.0%-1.2%0.038%
Why I'm selling my Snapback Indicator for just $7 (Ad)

For Black Friday, Base Camp Trading's Thomas Wood is offering lifetime access to his proprietary Snapback Indicator for a single $7 payment. Others previously paid $500. The indicator flashes a Crash Alert as a cue to exit or go short, and a Bull Run Alert as a cue to buy or go long. No strings attached, and Wood says there is an unusual reason behind the steep discount.tc pixel

Get lifetime access to the Snapback Indicator for a one-time $7 payment today.
10/13/2026 Contravisory Investment Management Inc.86,160$7.59M1.0%-0.3%0.205%
10/9/2026 GAMMA Investing LLC1,065$94K0.0%+27.5%0.003%
10/8/2026 Farther Finance Advisors LLC2,590$228K0.0%+166.5%0.006%
10/8/2026 Vista Investment Partners LLC8,847$779K0.2%-9.6%0.021%
10/7/2026 Bank & Trust Co117,295$10.33M5.1%-2.0%0.279%
10/6/2026 Congress Asset Management Co.165,683$14.59M0.1%N/A0.395%
9/23/2026Envestnet Portfolio Solutions Inc.3,398$306K0.0%-8.2%0.008%
9/18/2026Security National Bank of Sioux City Iowa IA300$27K0.0%N/A0.001%
9/9/2026Tidal Investments LLC3,676$331K0.0%N/A0.009%
9/9/2026WINTON GROUP Ltd19,946$1.80M0.1%+36.4%0.048%
9/9/2026Engineers Gate Manager LP17,622$1.59M0.0%+47.3%0.042%
9/9/2026Integrated Wealth Concepts LLC1,615$145K0.0%N/A0.004%
9/9/2026NewEdge Advisors LLC17,147$1.54M0.0%+5.1%0.041%
9/9/2026 Squarepoint Ops LLC55,880$5.03M0.0%-9.3%0.133%
9/9/2026Baird Financial Group Inc.2,490$224K0.0%N/A0.006%
8/27/2026Corient 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%
8/21/2026Continuum Advisory LLC574$52K0.0%N/A0.001%
8/20/2026 JNBA Financial Advisors1,444$130K0.0%-15.8%0.003%
8/20/2026Benjamin Edwards Inc.40,275$3.62M0.0%+2.7%0.096%
8/20/2026Northwestern Mutual Wealth Management Co.1,091$98K0.0%+16.6%0.003%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC46,061$4.15M0.0%-51.3%0.110%
8/18/2026Beacon Pointe Advisors LLC3,049$274K0.0%N/A0.007%
8/18/2026Empowered Funds LLC8,170$735K0.0%N/A0.019%
8/18/2026Jefferies Financial Group Inc.10,082$907K0.0%N/A0.024%
8/18/2026Public Employees Retirement System of Ohio699$63K0.0%N/A0.002%
8/17/2026Capstone Investment Advisors LLC16,814$1.51M0.0%N/A0.040%
8/17/2026Corient Private Wealth LP3,276$295K0.0%N/A0.008%
8/17/2026Bank of America Corp DE312,589$28.13M0.0%N/A0.744%
8/15/2026Caisse de depot et placement du Quebec539,873$48.58M0.1%N/A1.286%
8/15/2026Man Group plc14,471$1.30M0.0%N/A0.034%
8/15/2026Jupiter Topco LLC17,899$1.61M0.0%N/A0.043%
8/14/2026PDT Partners LLC27,000$2.43M0.1%N/A0.064%
8/14/2026Legal & General Group Plc85,285$7.67M0.0%N/A0.203%
8/14/2026The Manufacturers Life Insurance Company19,564$1.76M0.0%N/A0.047%
8/14/2026Jones Financial Companies Lllp432$39K0.0%N/A0.001%
8/13/2026Infrastructure Capital Advisors LLC6,924$623K0.0%N/A0.016%
8/13/2026Sanctuary 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%
8/12/2026Northwestern 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%
8/12/2026C 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%
8/10/2026Johnson Financial Group Inc.1,000$90K0.0%N/A0.002%
The investigation Porter spent tens of thousands to document (Ad)

Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film. Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business.tc pixel

Watch the full investigation and decide for yourself
8/10/2026Denali Advisors LLC85,102$7.66M0.8%-5.3%0.203%
8/8/2026Foster & Motley Inc.7,223$650K0.0%N/A0.017%
8/7/2026BlackRock 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%
8/6/2026GSA Capital Partners LLP3,244$292K0.0%N/A0.008%


OTTR Institutional Ownership - Frequently Asked Questions

During the previous two years, 344 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 ($48.58M).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 292 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), 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), Adage Capital Partners GP L.L.C. ($399.15K), and Bank of New York Mellon Corp ($367.27K).

Institutional investors have bought a total of 11,102,372 shares in the last 24 months. This purchase volume represents approximately $977.39M in transactions.

Of the 111 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 2,559,973 shares in the last 24 months. This volume of shares sold represents approximately $210.85M in transactions.


Related Companies

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 11/11/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Why I'm selling my Snapback Indicator for just $7
For Black Friday, Base Camp Trading's Thomas Wood is offering lifetime access to his proprietary Snapback Indi...
Base Camp Trading | Sponsoredtc pixel
Trump’s EO to send this $5 stock ripping higher…?
President Trump's December executive order declared space a national security and economic priority, fueling a...
Traders Agency | Sponsoredtc pixel
Today's free pick (on me)
Elon Musk doesn't own the chip inside every Tesla, Starlink dish, and AI satellite - he licenses it from one l...
Behind the Markets | Sponsoredtc pixel
Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal called it the "$64 trillion question": is a stock market crash on the way? Weiss Ratin...
Weiss Ratings | Sponsoredtc pixel
Your free book is about to disappear
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
The investigation Porter spent tens of thousands to document
Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experi...
Porter & Company | Sponsoredtc pixel
Uranium Mine Flood That Sparked a 2006 Price Surge Returns
In 2006, a flooded mine at Cigar Lake sent uranium prices from the $50 range to $136 in eight months. This pa...
Digest Publishing | Sponsoredtc pixel
Don't lose access to this
Ian Cooper is giving away his guide, The Simple Path To Success With Options, before it moves behind a paywall...
TradeWins | Sponsoredtc pixel