Otter Tail Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 6.98 M | $515.42 M | 5.75% | 16.70% |
| VANGUARD GROUP INC | 02/11/2025 | 5.28 M | $389.51 M | 0.83% | 12.62% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 991,751 | $73.25 M | -0.16% | 2.37% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 968,839 | $71.54 M | -4.38% | 2.32% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 682,228 | $50.38 M | -5.18% | 1.63% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 536,545 | $39.62 M | 5.38% | 1.28% |
| GABELLI FUNDS LLC | 02/13/2025 | 472,500 | $34.89 M | -0.42% | 1.13% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 411,281 | $30.37 M | 13.49% | 0.98% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 405,146 | $29.92 M | 2.27% | 0.97% |
| INVESCO LTD. | 02/13/2025 | 291,344 | $21.51 M | 49.58% | 0.70% |
| GAMCO INVESTORS, INC. ET AL | 02/13/2025 | 273,692 | $20.21 M | 3.89% | 0.65% |
| UBS GROUP AG | 02/14/2025 | 262,317 | $19.37 M | 229.46% | 0.63% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 254,870 | $18.82 M | 40.97% | 0.61% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 225,987 | $16.69 M | 4.19% | 0.54% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 02/14/2025 | 223,005 | $16.47 M | 168.81% | 0.53% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 205,118 | $15.15 M | 0.11% | 0.49% |
| JPMORGAN CHASE & CO | 02/12/2025 | 189,345 | $13.98 M | 93.55% | 0.45% |
| FEDERATED HERMES, INC. | 02/13/2025 | 181,618 | $13.41 M | 16.37% | 0.43% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/14/2025 | 171,660 | $12.68 M | 26.55% | 0.41% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 164,396 | $12.14 M | -41.93% | 0.39% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/14/2025 | 154,562 | $11.41 M | -12.05% | 0.37% |
| WEISS ASSET MANAGEMENT LP | 02/14/2025 | 144,291 | $10.65 M | 100.00% | 0.35% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 137,092 | $10.12 M | -0.01% | 0.33% |
| BANK & TRUST CO | 01/07/2025 | 125,379 | $9.26 M | -1.28% | 0.30% |
| VICTORY CAPITAL MANAGEMENT INC | 02/06/2025 | 115,211 | $8.51 M | 61.09% | 0.28% |
| ROYAL BANK OF CANADA | 02/14/2025 | 113,672 | $8.39 M | -13.76% | 0.27% |
| PROSHARE ADVISORS LLC | 02/14/2025 | 111,467 | $8.23 M | 13.30% | 0.27% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 110,522 | $8.16 M | -0.04% | 0.26% |
| RHUMBLINE ADVISERS | 01/30/2025 | 108,714 | $8.03 M | 2.83% | 0.26% |
| TUDOR INVESTMENT CORP ET AL | 02/14/2025 | 106,973 | $7.90 M | -14.85% | 0.26% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/14/2025 | 104,178 | $7.69 M | 17.46% | 0.25% |
| PHOCAS FINANCIAL CORP. | 03/05/2025 | 101,445 | $7.49 M | -0.82% | 0.24% |
| TREXQUANT INVESTMENT LP | 02/12/2025 | 99,064 | $7.31 M | -26.05% | 0.24% |
| MARSHALL WACE, LLP | 02/13/2025 | 86,855 | $6.41 M | -18.03% | 0.21% |
| WHITTIER TRUST CO | 02/11/2025 | 84,750 | $6.26 M | 3.67% | 0.20% |
| EDGESTREAM PARTNERS, L.P. | 02/07/2025 | 83,370 | $6.16 M | 7.65% | 0.20% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 82,315 | $6.08 M | 28.84% | 0.20% |
| APTUS CAPITAL ADVISORS, LLC | 02/14/2025 | 79,294 | $5.86 M | 22.45% | 0.19% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/14/2025 | 79,190 | $5.85 M | 2.49% | 0.19% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/14/2025 | 76,860 | $5.68 M | 100.00% | 0.18% |
| BARCLAYS PLC | 02/13/2025 | 75,764 | $5.60 M | 7.39% | 0.18% |
| SWISS NATIONAL BANK | 02/10/2025 | 74,000 | $5.46 M | 0.68% | 0.18% |
| CITIGROUP INC | 02/12/2025 | 57,780 | $4.27 M | 8.02% | 0.14% |
| BUCK WEALTH STRATEGIES, LLC | 01/27/2025 | 53,929 | $3.98 M | 100.00% | 0.13% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 52,149 | $3.85 M | 13.82% | 0.12% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 47,953 | $3.54 M | 43.19% | 0.11% |
| ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 47,668 | $3.52 M | 2.45% | 0.11% |
| MAN GROUP PLC | 02/14/2025 | 47,003 | $3.47 M | 710.12% | 0.11% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 45,696 | $3.37 M | 2.39% | 0.11% |
| NEW YORK STATE COMMON RETIREMENT FUND | 01/31/2025 | 44,383 | $3.28 M | 0.00% | 0.11% |
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Otter Tail Corporation institutional Ownership - FAQ's
During the previous two years, 423 institutional investors and hedge funds held shares of Otter Tail Corporation. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 6.98 M
VANGUARD GROUP INC: 5.28 M
GEODE CAPITAL MANAGEMENT, LLC: 991,751
DIMENSIONAL FUND ADVISORS LP: 968,839
FIRST TRUST ADVISORS LP: 682,228
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 536,545
65.76% of Otter Tail Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 39.05 M shares in the last 24 months. This purchase volume represents approximately $2.83 B in transactions.