Otter Tail Corp (OTTR) Institutional Ownership

Institutions by Trading Activity

42,138,000Shares Outstanding

28,663,030Shares held by institutions

$2,499,989,477Value of institutional holdings

68.02%Institutional ownership %

-1.67%Shares Changed QoQ

345No. of institutional investors

Otter Tail Corp (NASDAQ:OTTR) appears in 345 institutional 13F filings for the quarter ending December 2025.

These investors held 67.2% of outstanding shares in December 2025, down from 69.7% in September 2025.
They decreased total shares held in OTTR by -2.36% quarter over quarter, and investors in Otter Tail increased 7.48% from a year ago.
Of these 345 holders, 165 added to their stakes in Otter Tail, 118 trimmed positions, and 62 made no changes.
The aggregate institutional position in Otter Tail amounted to 28.33Mn shares as of December 2025, down by 683.93K shares quarter on quarter, and down 113.04K shares year over year.
As of December 31, 2025, MJT & Associates Financial Advisory Group, Inc. held the largest stake in Otter Tail with 420 shares, accounting for 0.0% of total shares outstanding.
Top sellers of OTTR stock for the quarter ending December 2025 included MJT & Associates Financial Advisory Group, Inc. (420).
Per Business Quant, the top 2 investors in OTTR for the quarter ending December 2025 include MJT & Associates Financial Advisory Group, Inc. (420), Global Wealth Strategies & Associates (55).

28,663,030 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	6,391,447	29,953	0.47%	$516,492,845.00
VANGUARD GROUP INC	31 Dec, 2025	5,059,480	-36,597	-0.72%	$408,856,579.00
State Street Corp	31 Dec, 2025	1,561,440	-3,933	-0.25%	$126,179,966.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,019,262	4,164	0.41%	$82,384,745.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	850,729	-8,288	-0.96%	$68,750,934.00
FIRST TRUST ADVISORS LP	31 Dec, 2025	810,638	-653,975	-44.65%	$65,507,656.00
Goldman Sachs Group Inc	31 Dec, 2025	658,314	335,564	103.97%	$53,198,380.00
Morgan Stanley	31 Dec, 2025	562,289	30,599	5.76%	$45,438,631.00
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	31 Dec, 2025	554,733	-1,129	-0.20%	$44,827,974.00
LSV ASSET MANAGEMENT	31 Dec, 2025	536,941	367,869	217.58%	$43,390.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	532,691	-8,766	-1.62%	$43,046,760.00
GABELLI FUNDS LLC	31 Dec, 2025	469,100	0	0.00%	$37,907,971.00
Jpmorgan Chase & Co	31 Dec, 2025	418,928	-792,080	-65.41%	$33,853,588.00
Northern Trust Corp	31 Dec, 2025	414,778	-28,086	-6.34%	$33,518,210.00
Bank of New York Mellon Corp	31 Dec, 2025	358,577	-12,712	-3.42%	$28,976,614.00
ADAGE CAPITAL PARTNERS GP, L.L.C.	31 Dec, 2025	344,149	179,149	108.58%	$27,810,681.00
Bank Of America Corp /De/	31 Dec, 2025	325,120	-429,334	-56.91%	$26,272,972.00
GAMCO INVESTORS, INC. ET AL	31 Dec, 2025	272,350	0	0.00%	$22,008,604.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	271,653	134,029	97.39%	$21,952,279.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	248,239	-11,773	-4.53%	$20,060,194.00

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