Otter Tail Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 6.36 M | $521.45 M | -1.04% | 15.19% |
| VANGUARD GROUP INC | 11/07/2025 | 5.10 M | $417.73 M | -0.91% | 12.17% |
| STATE STREET CORP | 11/14/2025 | 1.57 M | $128.31 M | -0.42% | 3.74% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 1.46 M | $120.05 M | 17.77% | 3.50% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.02 M | $83.22 M | 0.44% | 2.42% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 859.02 K | $70.41 M | -2.88% | 2.05% |
| JPMORGAN CHASE & CO | 11/26/2025 | 605.50 K | $49.63 M | 77.31% | 1.45% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 11/14/2025 | 555.86 K | $45.56 M | -1.44% | 1.33% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 541.46 K | $44.38 M | 1.33% | 1.29% |
| MORGAN STANLEY | 11/14/2025 | 531.69 K | $43.58 M | 23.39% | 1.27% |
| GABELLI FUNDS LLC | 11/12/2025 | 469.10 K | $38.45 M | -0.11% | 1.12% |
| NORTHERN TRUST CORP | 11/14/2025 | 442.86 K | $36.30 M | 8.55% | 1.06% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 377.23 K | $30.92 M | -7.80% | 0.90% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 371.29 K | $30.43 M | -3.43% | 0.89% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 322.75 K | $26.46 M | 77.53% | 0.77% |
| GAMCO INVESTORS, INC. ET AL | 11/12/2025 | 272.35 K | $22.32 M | -0.38% | 0.65% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 260.01 K | $21.31 M | 57.85% | 0.62% |
| INVESCO LTD. | 11/13/2025 | 236.65 K | $19.40 M | -6.91% | 0.57% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 202.13 K | $16.57 M | -2.61% | 0.48% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 182.09 K | $14.93 M | 27.46% | 0.43% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 169.07 K | $13.86 M | 183.20% | 0.40% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 166.52 K | $13.65 M | 19.01% | 0.40% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 11/14/2025 | 165.00 K | $13.53 M | -10.81% | 0.39% |
| FEDERATED HERMES, INC. | 11/03/2025 | 161.20 K | $13.21 M | -6.02% | 0.39% |
| NUVEEN, LLC | 11/12/2025 | 153.63 K | $12.59 M | -0.62% | 0.37% |
| MARSHALL WACE, LLP | 11/13/2025 | 152.57 K | $12.51 M | 158.51% | 0.36% |
| UBS GROUP AG | 11/13/2025 | 148.15 K | $12.14 M | 79.22% | 0.35% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2025 | 141.28 K | $11.58 M | -8.61% | 0.34% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 137.62 K | $11.28 M | 465.24% | 0.33% |
| ROYAL BANK OF CANADA | 11/14/2025 | 130.45 K | $10.69 M | 0.39% | 0.31% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 130.28 K | $10.68 M | -72.66% | 0.31% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 126.90 K | $10.40 M | 1.76% | 0.30% |
| BANK & TRUST CO | 10/06/2025 | 122.06 K | $10.01 M | -0.64% | 0.29% |
| CITADEL ADVISORS LLC | 11/14/2025 | 118.79 K | $9.74 M | -49.68% | 0.28% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 114.87 K | $9.42 M | 6.45% | 0.27% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 110.35 K | $9.05 M | -1.51% | 0.26% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 107.91 K | $8.85 M | 175.91% | 0.26% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 103.28 K | $8.47 M | -13.49% | 0.25% |
| RHUMBLINE ADVISERS | 11/06/2025 | 102.85 K | $8.43 M | -5.84% | 0.25% |
| PRUDENTIAL FINANCIAL INC | 11/13/2025 | 100.13 K | $8.21 M | 30.67% | 0.24% |
| PHOCAS FINANCIAL CORP. | 11/12/2025 | 97.91 K | $8.03 M | 2.08% | 0.23% |
| WHITTIER TRUST CO | 10/31/2025 | 89.94 K | $7.17 M | 1.73% | 0.21% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 87.90 K | $7.20 M | 26.31% | 0.21% |
| DENALI ADVISORS LLC | 11/07/2025 | 86.13 K | $7.06 M | 8.78% | 0.21% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 11/13/2025 | 85.70 K | $7.02 M | 16.28% | 0.20% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 83.34 K | $6.83 M | -24.69% | 0.20% |
| PROSHARE ADVISORS LLC | 11/06/2025 | 81.45 K | $6.68 M | -4.17% | 0.19% |
| SWISS NATIONAL BANK | 11/13/2025 | 73.10 K | $5.99 M | 1.53% | 0.17% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 69.38 K | $5.69 M | 2.66% | 0.17% |
| BUCK WEALTH STRATEGIES, LLC | 11/04/2025 | 67.79 K | $5.56 M | 2.51% | 0.16% |
Otter Tail Corporation institutional Ownership - FAQ's
During the previous two years, 455 institutional investors and hedge funds held shares of Otter Tail Corporation. The most heavily invested institutionals were:
BlackRock, Inc.: 6.36 M
VANGUARD GROUP INC: 5.1 M
STATE STREET CORP: 1.57 M
FIRST TRUST ADVISORS LP: 1.46 M
GEODE CAPITAL MANAGEMENT, LLC: 1.02 M
DIMENSIONAL FUND ADVISORS LP: 859,017
67.37% of Otter Tail Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 41.90 M shares in the last 24 months. This purchase volume represents approximately $3.34 B in transactions.