Otter Tail Corp (OTTR) Institutional Ownership

Ownership Summary

A total of 332 institutions have reported a stake in Otter Tail Corp (NASDAQ:OTTR) as of December 2025, according to recent 13F filings with the SEC.

• Otter Tail saw its institutional ownership percentage fell to 66.3% in December 2025 from 67.0% in September 2025.
• The company experienced a 1.27% quarterly change in institutional shares held, alongside an increase of 3.75% in total owners annually.
• A review of institutional activity for Otter Tail shows 158 of 332 filers increasing their positions, while 108 reduced their stake, and 66 remained unchanged.
• Collectively, institutional investors increased their stake in Otter Tail to 27.90Mn shares as of December 2025, a change that is up by 349.01K shares quarter on quarter and up 410.01K shares year over year.
• The top institutional stake in Otter Tail as of December 31, 2025 belongs to BlackRock, Inc., which owns 6.39Mn shares, or 15.18% of the company.
• Among the most significant buyers of Otter Tail during December 2025 were LSV ASSET MANAGEMENT (367.87K), ADAGE CAPITAL PARTNERS GP, L.L.C. (179.15K), TWO SIGMA INVESTMENTS, LP (134.03K), TWO SIGMA ADVISERS, LP (124.00K), JANE STREET GROUP, LLC (98.72K).
• Leading sellers of Otter Tail stock in December 2025 included FIRST TRUST ADVISORS LP (653.98K), JPMORGAN CHASE & CO (186.58K), RENAISSANCE TECHNOLOGIES LLC (94.61K), TUDOR INVESTMENT CORP ET AL (66.28K), UBS Group AG (52.56K).
• The top 10 institutional holders of Otter Tail for the quarter ending December 2025 included BlackRock, Inc. (6.39Mn), VANGUARD GROUP INC (5.06Mn), STATE STREET CORP (1.56Mn), GEODE CAPITAL MANAGEMENT, LLC (1.02Mn), DIMENSIONAL FUND ADVISORS LP (850.73K), FIRST TRUST ADVISORS LP (810.64K), MORGAN STANLEY (562.29K), CAISSE DE DEPOT ET PLACEMENT DU QUEBEC (554.73K), LSV ASSET MANAGEMENT (536.94K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (532.69K).