Otter Tail Corp (OTTR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

260,839Shares held by institutions

$22,379,986Value of institutional holdings

64.98%Institutional ownership %

-2.77%Shares Changed QoQ

343No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Otter Tail Corp (NASDAQ:OTTR) has 345 institutional investors with active 13F positions as of 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 Otter Tail by -2.36% from last quarter, and the number of investors in OTTR increased 7.48% annually.
Among the 345 funds, 165 bought more Otter Tail shares, 118 sold down, and 62 held their ground.
Combined, these investors held 28.33Mn shares in OTTR for December 2025, down by 683.93K shares quarter on quarter, and down 113.04K shares year over year.
As of December 31, 2025, BlackRock, Inc. held the largest stake in Otter Tail with 6.39Mn shares, accounting for 15.17% of total shares outstanding.
Top purchasers of OTTR stock for the quarter ending December 2025 included LSV ASSET MANAGEMENT (367.87K), ADAGE CAPITAL PARTNERS GP, L.L.C. (179.15K), TWO SIGMA INVESTMENTS, LP (134.03K), TWO SIGMA ADVISERS, LP (124.0K), JANE STREET GROUP, LLC (101.42K).
The biggest sellers of Otter Tail for the quarter ending December 2025 included Jpmorgan Chase & Co (792.08K), FIRST TRUST ADVISORS LP (653.98K), Bank Of America Corp /De/ (429.33K), TUDOR INVESTMENT CORP ET AL (207.56K), RENAISSANCE TECHNOLOGIES LLC (94.61K).
According to Business Quant data, leading holders of OTTR for December 2025 are 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).

345 Institutional Holders

260,839 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	29,953	0.47%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-36,597	-0.72%	$0.00
Qube Research & Technologies Ltd	31 Dec, 2025	34,751	20.87%	$0.00
Barclays Plc	31 Dec, 2025	-67,894	-50.75%	$0.00
State Street Corp	31 Dec, 2025	-3,933	-0.25%	$0.00
Nuveen, LLC	31 Dec, 2025	-1,610	-1.05%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	547	86.96%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	4,164	0.41%	$0.00
Bank & Trust Co	31 Dec, 2025	-47	-0.04%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	-8,288	-0.96%	$0.00
UBS Group AG	31 Dec, 2025	-52,559	-35.48%	$0.00
FIRST TRUST ADVISORS LP	31 Dec, 2025	-653,975	-44.65%	$0.00
Squarepoint Ops LLC	31 Dec, 2025	67,132	399.74%	$0.00
Morgan Stanley	31 Dec, 2025	30,599	5.76%	$0.00
Buck Wealth Strategies, LLC	31 Dec, 2025	5,117	7.55%	$0.00
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	31 Dec, 2025	-1,129	-0.20%	$0.00
Universal- Beteiligungs- und Servicegesellschaft mbH	31 Dec, 2025	49,891	786.43%	$0.00
LSV ASSET MANAGEMENT	31 Dec, 2025	367,869	217.58%	$0.00
Vest Financial, LLC	31 Dec, 2025	-10,925	-16.70%	$0.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	-8,766	-1.62%	$0.00

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