Otter Tail OTTR Institutional Ownership

NASDAQ OTTR
$87.42 -1.13 (-1.28%)
At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

366 Institutions
Increased 193 52.7%
Unchanged 70 19.1%
Reduced 103 28.1%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
71.31%
+1.51 pp QoQ
Shares Held by Institutions
29.92Mn
of 41.96Mn outstanding
+3.97% QoQ
Shares Outstanding
41.96Mn
12.04Mn held outside 13F filers
Institutional Investors
366
filed 13F for Jun 2026
+21 vs prior quarter
Net Shares Added (QoQ)
+1.14Mn
accumulated since last quarter
Value of Holdings
$2.62Bn
reported market value

Shares Owned by Institutions

Shares held % of outstanding
Latest
Average ownership
Peak ownership

Shares Purchased/Sold by Institutions

Accumulated Distributed
Latest quarter
Net over range
Accumulating quarters

Ownership Summary

Quarter ending 30 Jun, 2026

Otter Tail Corp (NASDAQ:OTTR) has 365 institutional investors with active 13F positions as of June 2026.

Form 13F Holdings

365 Institutional Holders

Report period 30 Jun, 2026
Total shares held 29.92Mn
Of outstanding 71.31%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 BlackRock, Inc. 0002012383 6,557,596 15.63% 133,222 +2.07% $590.05Mn
2 VANGUARD PORTFOLIO MANAGEMENT LLC 0002100121 2,996,322 7.14% 49,138 +1.67% $269.61Mn
3 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 1,891,243 4.51% 25,530 +1.37% $170.17Mn
4 State Street Corp 0000093751 1,645,782 3.92% 76,434 +4.87% $148.09Mn
5 LSV ASSET MANAGEMENT 0001050470 1,186,461 2.83% 143,548 +13.76% $106.76K
6 GEODE CAPITAL MANAGEMENT, LLC 0001214717 1,112,886 2.65% 57,999 +5.50% $100.16Mn
7 Morgan Stanley 0000895421 885,376 2.11% 230,942 +35.29% $79.67Mn
8 DIMENSIONAL FUND ADVISORS LP 0000354204 828,016 1.97% 12,775 +1.57% $74.50Mn
9 TWO SIGMA INVESTMENTS, LP 0001179392 725,769 1.73% 62,835 +9.48% $65.30Mn
10 FIRST TRUST ADVISORS LP 0001125816 637,043 1.52% 30,539 +5.04% $57.32Mn
11 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 0000898286 539,873 1.29% 30,060 -5.27% $48.58Mn
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0000884546 519,756 1.24% 4,365 -0.83% $46.77Mn
12 Sixth Street Partners Management Company, L.P. 0001812095 519,756 1.24% 519,756 0.00% $46.77Mn
13 GABELLI FUNDS LLC 0001081407 462,200 1.10% 5,000 -1.07% $41.59Mn
14 Northern Trust Corp 0000073124 453,446 1.08% 21,434 +4.96% $40.80Mn
15 D. E. Shaw & Co., Inc. 0001009207 447,021 1.07% 47,595 +11.92% $40.22Mn
16 Bank of New York Mellon Corp 0001390777 358,275 0.85% 7,667 +2.19% $32.24Mn
17 Jpmorgan Chase & Co 0000019617 315,978 0.75% 23,655 -6.96% $28.25Mn
18 Bank Of America Corp /De/ 0000070858 312,589 0.75% 23,894 -7.10% $28.13Mn
19 VANGUARD FIDUCIARY TRUST CO 0000933478 278,778 0.66% 6,370 +2.34% $25.08Mn