Otter Tail Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 6.42 M | $563.87 M | 0.52% | 15.35% |
| 05/08/2026 | 2.95 M | $258.67 M | 100.00% | 7.04% | |
| 05/15/2026 | 1.87 M | $163.75 M | 100.00% | 4.46% | |
| STATE STREET CORP | 05/15/2026 | 1.57 M | $137.74 M | 0.51% | 3.75% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.05 M | $92.61 M | 3.50% | 2.52% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 1.04 M | $91.54 M | 94.23% | 2.49% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 815.24 K | $71.55 M | -4.17% | 1.95% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 662.93 K | $58.19 M | 144.04% | 1.58% |
| MORGAN STANLEY | 05/15/2026 | 654.43 K | $57.44 M | 16.39% | 1.56% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 606.50 K | $53.23 M | -25.18% | 1.45% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 05/14/2026 | 569.93 K | $50.02 M | 2.74% | 1.36% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 524.12 K | $46.00 M | -1.61% | 1.25% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 485.35 K | $42.60 M | 47.45% | 1.16% |
| GABELLI FUNDS LLC | 05/14/2026 | 467.20 K | $41.01 M | -0.41% | 1.12% |
| NORTHERN TRUST CORP | 05/14/2026 | 432.01 K | $37.92 M | 4.16% | 1.03% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 399.43 K | $35.06 M | 60.90% | 0.95% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 350.61 K | $30.77 M | -2.22% | 0.84% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 05/15/2026 | 342.00 K | $30.02 M | -0.62% | 0.82% |
| JPMORGAN CHASE & CO | 05/13/2026 | 339.63 K | $29.12 M | -18.93% | 0.81% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 336.48 K | $29.53 M | 3.50% | 0.80% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 272.41 K | $23.91 M | 100.00% | 0.65% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 267.85 K | $23.51 M | 33.08% | 0.64% |
| GAMCO INVESTORS, INC. ET AL | 05/14/2026 | 264.80 K | $23.24 M | -2.77% | 0.63% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 252.38 K | $22.15 M | 96.53% | 0.60% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 231.89 K | $20.35 M | 16.16% | 0.55% |
| INVESCO LTD. | 05/12/2026 | 225.17 K | $19.76 M | -2.60% | 0.54% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 198.66 K | $17.44 M | 2.44% | 0.47% |
| NUVEEN, LLC | 04/30/2026 | 189.23 K | $16.61 M | 24.47% | 0.45% |
| ROYAL BANK OF CANADA | 05/15/2026 | 178.16 K | $15.64 M | 30.77% | 0.43% |
| FEDERATED HERMES, INC. | 05/11/2026 | 167.57 K | $14.71 M | -18.40% | 0.40% |
| UBS GROUP AG | 05/05/2026 | 156.55 K | $13.74 M | 63.78% | 0.37% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 132.47 K | $11.63 M | 197.40% | 0.32% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 130.21 K | $11.43 M | -11.13% | 0.31% |
| BANK & TRUST CO | 04/13/2026 | 119.24 K | $10.47 M | -2.28% | 0.28% |
| JANE STREET GROUP, LLC | 05/12/2026 | 117.44 K | $10.31 M | -15.59% | 0.28% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 112.07 K | $9.84 M | 202.95% | 0.27% |
| US BANCORP \DE\ | 05/15/2026 | 110.81 K | $9.73 M | 201.67% | 0.26% |
| WHITTIER TRUST CO | 04/28/2026 | 99.01 K | $8.77 M | 9.96% | 0.24% |
| RHUMBLINE ADVISERS | 05/12/2026 | 98.93 K | $8.68 M | 1.66% | 0.24% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 95.75 K | $8.40 M | -2.79% | 0.23% |
| MARSHALL WACE, LLP | 05/15/2026 | 95.16 K | $8.35 M | -45.13% | 0.23% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 94.57 K | $8.30 M | 1.36% | 0.23% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 94.08 K | $8.26 M | -8.95% | 0.22% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 90.44 K | $7.94 M | -19.27% | 0.22% |
| DENALI ADVISORS LLC | 05/08/2026 | 89.91 K | $7.89 M | 1.36% | 0.21% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2026 | 85.87 K | $7.54 M | 14.48% | 0.21% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 05/14/2026 | 81.97 K | $7.19 M | 30.28% | 0.20% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 80.35 K | $7.05 M | -3.85% | 0.19% |
| HRT FINANCIAL LP | 05/14/2026 | 78.97 K | $6.93 M | -29.43% | 0.19% |
| PHOCAS FINANCIAL CORP. | 05/01/2026 | 76.48 K | $6.71 M | -21.70% | 0.18% |
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.: 6.42 M
STATE STREET CORP: 1.57 M
GEODE CAPITAL MANAGEMENT, LLC: 1.05 M
LSV ASSET MANAGEMENT: 1.04 M
DIMENSIONAL FUND ADVISORS LP: 815,241
TWO SIGMA INVESTMENTS, LP: 662,934
69.84% of Otter Tail Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 43.45 M shares in the last 24 months. This purchase volume represents approximately $3.82 B in transactions.