Otter Tail Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 6.56 M | $590.05 M | 2.07% | 15.65% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 3.00 M | $269.61 M | 1.67% | 7.15% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.89 M | $170.17 M | 1.37% | 4.51% |
| STATE STREET CORP | 08/07/2026 | 1.65 M | $148.09 M | 4.87% | 3.93% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 1.19 M | $106.76 M | 13.76% | 2.83% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.11 M | $100.16 M | 5.50% | 2.66% |
| MORGAN STANLEY | 08/13/2026 | 885.38 K | $79.67 M | 35.29% | 2.11% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 828.02 K | $74.50 M | 1.57% | 1.98% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 725.77 K | $65.30 M | 9.48% | 1.73% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 637.04 K | $57.32 M | 5.04% | 1.52% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 08/14/2026 | 539.87 K | $48.58 M | -5.27% | 1.29% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 519.76 K | $46.77 M | -0.83% | 1.24% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 519.76 K | $46.77 M | 100.00% | 1.24% |
| GABELLI FUNDS LLC | 08/12/2026 | 462.20 K | $41.59 M | -1.07% | 1.10% |
| NORTHERN TRUST CORP | 08/13/2026 | 453.45 K | $40.80 M | 4.96% | 1.08% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 447.02 K | $40.22 M | 11.92% | 1.07% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 358.28 K | $32.24 M | 2.19% | 0.86% |
| JPMORGAN CHASE & CO | 08/12/2026 | 315.98 K | $28.25 M | -6.96% | 0.75% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 312.59 K | $28.13 M | -7.10% | 0.75% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 278.78 K | $25.08 M | 2.34% | 0.67% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 276.06 K | $24.84 M | 9.38% | 0.66% |
| NUVEEN, LLC | 08/11/2026 | 268.46 K | $24.16 M | 41.87% | 0.64% |
| GAMCO INVESTORS, INC. ET AL | 08/12/2026 | 264.80 K | $23.83 M | 0.00% | 0.63% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 260.05 K | $23.40 M | 96.31% | 0.62% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 249.30 K | $22.43 M | -48.64% | 0.59% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 233.56 K | $21.02 M | 0.72% | 0.56% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 08/14/2026 | 210.55 K | $18.94 M | -38.44% | 0.50% |
| INVESCO LTD. | 08/14/2026 | 199.68 K | $17.97 M | -11.32% | 0.48% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 195.07 K | $17.55 M | -1.81% | 0.47% |
| ROYAL BANK OF CANADA | 08/14/2026 | 185.38 K | $16.68 M | 4.05% | 0.44% |
| FEDERATED HERMES, INC. | 08/12/2026 | 174.66 K | $15.72 M | 4.24% | 0.42% |
| UBS GROUP AG | 08/13/2026 | 135.67 K | $12.21 M | -13.34% | 0.32% |
| BANK & TRUST CO | 07/10/2026 | 119.64 K | $10.77 M | 0.34% | 0.29% |
| RHUMBLINE ADVISERS | 08/12/2026 | 104.09 K | $9.37 M | 5.22% | 0.25% |
| US BANCORP \DE\ | 08/12/2026 | 100.66 K | $9.06 M | -9.16% | 0.24% |
| WHITTIER TRUST CO | 07/28/2026 | 98.90 K | $8.95 M | -0.11% | 0.24% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 97.44 K | $8.77 M | 1.77% | 0.23% |
| LPL FINANCIAL LLC | 08/07/2026 | 95.97 K | $8.64 M | 64.23% | 0.23% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 90.52 K | $8.15 M | -19.23% | 0.22% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 86.79 K | $7.81 M | 36.71% | 0.21% |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 07/09/2026 | 86.44 K | $7.78 M | 100.00% | 0.21% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 85.29 K | $7.67 M | -9.35% | 0.20% |
| DENALI ADVISORS LLC | 08/10/2026 | 85.10 K | $7.66 M | -5.35% | 0.20% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 83.05 K | $7.47 M | 3.36% | 0.20% |
| PROSHARE ADVISORS LLC | 08/11/2026 | 80.93 K | $7.28 M | 8.06% | 0.19% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 08/13/2026 | 78.86 K | $7.10 M | -3.80% | 0.19% |
| SWISS NATIONAL BANK | 08/11/2026 | 75.80 K | $6.82 M | 1.88% | 0.18% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 08/06/2026 | 75.54 K | $6.80 M | -0.15% | 0.18% |
| PHOCAS FINANCIAL CORP. | 07/31/2026 | 72.68 K | $6.54 M | -4.97% | 0.17% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 72.31 K | $6.51 M | -73.00% | 0.17% |
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Otter Tail Corporation institutional Ownership - FAQ's
During the previous two years, 493 institutional investors and hedge funds held shares of Otter Tail Corporation. The most heavily invested institutionals were:
BlackRock, Inc.: 6.56 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 3 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.89 M
STATE STREET CORP: 1.65 M
LSV ASSET MANAGEMENT: 1.19 M
GEODE CAPITAL MANAGEMENT, LLC: 1.11 M
71.39% of Otter Tail Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 49.06 M shares in the last 24 months. This purchase volume represents approximately $4.31 B in transactions.