Go Pro
→ Ready to give options a try? Your first trade (Ticker included) -INSIDE (From Base Camp Trading) (Ad)tc pixel Free OTTR Stock Alerts

Otter Tail (OTTR) Institutional Ownership

Otter Tail logo
$89.34 +1.08 (+1.22%)
Closing price 09/25/2026 04:00 PM Eastern
Extended Trading
$89.38 +0.03 (+0.04%)
As of 09/25/2026 07:30 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)
$1.00B
Number of
Institutional Sellers
(last 12 months)
120
Total
Institutional Outflows
(last 12 months)
$213.21M
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
9/23/2026 Envestnet Portfolio Solutions Inc.3,398$306K0.0%-8.2%0.008%
9/18/2026 Security National Bank of Sioux City Iowa IA300$27K0.0%N/A0.001%
9/9/2026 Tidal Investments LLC3,676$331K0.0%N/A0.009%
9/9/2026 WINTON GROUP Ltd19,946$1.80M0.1%+36.4%0.048%
9/9/2026 Engineers Gate Manager LP17,622$1.59M0.0%+47.3%0.042%
9/9/2026 Integrated Wealth Concepts LLC1,615$145K0.0%N/A0.004%
9/9/2026 NewEdge Advisors LLC17,147$1.54M0.0%+5.1%0.041%
9/9/2026 Squarepoint Ops LLC55,880$5.03M0.0%-9.3%0.133%
9/9/2026 Baird Financial Group Inc.2,490$224K0.0%N/A0.006%
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%
8/21/2026 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 Company19,564$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%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

Send me my free guide
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%
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%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
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%


OTTR Institutional Ownership - Frequently Asked Questions

During the previous two years, 341 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 291 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 11,427,412 shares in the last 24 months. This purchase volume represents approximately $1.00B in transactions.

Of the 120 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 2,594,696 shares in the last 24 months. This volume of shares sold represents approximately $213.21M 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 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel