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Otter Tail (OTTR) Institutional Ownership

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$91.39 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$91.30 -0.09 (-0.10%)
As of 07/2/2026 04:10 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.

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

Current
Institutional Ownership
Percentage
61.32%
Number of
Institutional Buyers
(last 12 months)
184
Total
Institutional Inflows
(last 12 months)
$313.27M
Number of
Institutional Sellers
(last 12 months)
136
Total
Institutional Outflows
(last 12 months)
$233.51M
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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
5/19/2026Bank of America Corp DE336,483$29.53M0.0%+3.5%0.801%
5/18/2026Amundi8,217$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 Company 17,908$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%
5/14/2026Lido Advisors LLC5,416$475K0.0%+14.3%0.013%
5/14/2026State of Wyoming823$72K0.0%-50.8%0.002%
5/13/2026Cetera Investment Advisers17,884$1.57M0.0%+7.8%0.043%
5/13/2026First Trust Advisors LP606,504$53.23M0.0%-25.2%1.445%
5/7/2026Dimensional Fund Advisors LP815,241$71.55M0.0%-4.2%1.943%
5/6/2026John 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%
5/5/2026D.A. Davidson & CO.6,767$594K0.0%+15.3%0.016%
5/5/2026Bank 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%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,025$441K0.0%+23.9%0.012%
5/4/2026Principal Financial Group Inc.231,889$20.35M0.0%+16.2%0.553%
5/1/2026Fifth Third Bancorp17,815$1.56M0.0%+1,803.3%0.042%
4/30/2026Kestra Advisory Services LLC9,001$790K0.0%+6.9%0.021%
4/30/2026Greenwood Capital Associates LLC5,568$489K0.1%+35.1%0.013%
4/28/2026Abel Hall LLC2,401$211K0.0%N/A0.006%
4/28/2026Whittier Trust Co. of Nevada Inc.48,935$4.33M0.1%+1.6%0.117%
4/28/2026Whittier Trust Co.99,012$8.77M0.1%+10.0%0.236%
4/27/2026New York State Teachers Retirement System12,505$1.10M0.0%-10.6%0.030%
4/27/2026Private Advisor Group LLC7,739$679K0.0%+63.6%0.018%
4/27/2026Sound Income Strategies LLC286$25K0.0%+248.8%0.001%
4/25/2026Strs Ohio800$70K0.0%+33.3%0.002%
4/24/2026Bayban5,201$456K0.4%+11.4%0.012%
4/22/2026Janney Montgomery Scott LLC6,049$531K0.0%+46.5%0.014%
4/22/2026Pictet Asset Management Holding SA7,080$621K0.0%+9.5%0.017%
4/22/2026Sterling Capital Management LLC6,332$556K0.0%-37.6%0.015%
4/21/2026Foster & Motley Inc.7,750$680K0.0%-4.1%0.018%
4/21/2026Louisiana State Employees Retirement System18,600$1.63M0.0%N/A0.044%
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4/16/2026SG Americas Securities LLC25,504$2.24M0.0%+86.8%0.061%
4/16/2026Evolve Private Wealth LLC4,772$419K0.0%+3.8%0.011%
3/5/2026Bayban4,669$377K0.3%N/A0.011%
3/4/2026SHP Wealth Management500$40K0.0%N/A0.001%
3/3/2026Caitong International Asset Management Co. Ltd388$31K0.0%N/A0.001%
2/19/2026Invesco Ltd.231,178$18.68M0.0%-2.3%0.552%
2/19/2026Birchwood 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%
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%
2/17/2026Amundi5,586$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%
2/17/2026Adage Capital Partners GP L.L.C.344,149$27.81M0.0%+108.6%0.821%
2/17/2026California State Teachers Retirement System35,754$2.89M0.0%+2.6%0.085%
2/17/2026Russell Investments Group Ltd.3,595$291K0.0%-78.7%0.009%
2/17/2026Atom Investors LP10,412$841K0.1%-28.0%0.025%
2/17/2026State of Wisconsin Investment Board22,401$1.81M0.0%-6.8%0.053%
2/17/2026ExodusPoint Capital Management LP25,973$2.10M0.0%N/A0.062%
2/17/2026Royal Bank of Canada136,237$11.01M0.0%+4.4%0.325%
2/17/2026Aster Capital Management DIFC Ltd510$41K0.0%N/A0.001%
2/17/2026Cynosure Group LLC5,808$469K0.0%+18.4%0.014%
2/16/2026Squarepoint Ops LLC83,926$6.78M0.0%+399.7%0.200%
2/16/2026Verition Fund Management LLC6,100$493K0.0%-72.5%0.015%
2/16/2026MML Investors Services LLC8,331$673K0.0%+7.1%0.020%
2/16/2026Mariner LLC25,546$2.06M0.0%+7.1%0.061%
2/16/2026Motiv8 Investments LLC422$34K0.0%N/A0.001%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund62,918$5.08M0.0%+123.2%0.150%
2/16/2026Entropy Technologies LP6,567$531K0.0%-28.3%0.016%
2/16/2026Barclays PLC65,900$5.33M0.0%+4.2%0.157%
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2/13/2026Marshall Wace LLP173,429$14.02M0.0%+13.7%0.414%
2/13/2026The Manufacturers Life Insurance Company 18,469$1.49M0.0%-15.8%0.044%
2/13/2026CANADA LIFE ASSURANCE Co36,314$2.93M0.0%+5.5%0.087%
2/13/2026UMB Bank n.a.644$52K0.0%+302.5%0.002%
2/13/2026Public Sector Pension Investment Board193,919$15.67M0.1%+6.5%0.463%
2/13/2026First Trust Advisors LP810,638$65.51M0.0%-44.7%1.934%
2/13/2026Charles Schwab Investment Management Inc.532,691$43.05M0.0%-1.6%1.271%
2/13/2026State Street Corp1,561,440$126.18M0.0%-0.3%3.726%
2/13/2026Martingale Asset Management L P33,241$2.69M0.1%+2.3%0.079%
2/13/2026Dynamic Technology Lab Private Ltd4,410$356K0.1%-67.6%0.011%


OTTR Institutional Ownership - Frequently Asked Questions

During the previous two years, 337 institutional investors and hedge funds held shares of Otter Tail. The most heavily invested institutionals were 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), Caisse de depot et placement du Quebec ($44.83M), and LSV Asset Management ($43.39M).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 285 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: 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), First Trust Advisors LP ($221.04K), Jane Street Group LLC ($172.12K), and Nuveen LLC ($164.45K).

Institutional investors have bought a total of 3,869,604 shares in the last 24 months. This purchase volume represents approximately $313.27M in transactions.

Of the 136 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 ($868.82K), 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 Invesco Ltd. ($88.73K).

Institutional investors have sold a total of 2,868,494 shares in the last 24 months. This volume of shares sold represents approximately $233.51M in transactions.



This page (NASDAQ:OTTR) was last updated on 7/4/2026 by MarketBeat.com Staff.
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