Otter Tail Ownership | Who Owns Otter Tail?
Otter Tail Ownership Summary
Otter Tail is owned by 36.76% institutional investors, 2.38% insiders, and 60.86% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 16.70% of OTTR shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.18% of its assets in Otter Tail shares.
OTTR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Otter Tail | 36.76% | 2.38% | 60.86% |
| Sector | Utilities Stocks | 49.95% | 8.87% | 41.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.98M | 16.70% | $515.42M |
| Blackrock | 6.50M | 15.57% | $568.95M |
| Vanguard group | 5.28M | 12.62% | $389.51M |
| State street | 1.58M | 3.79% | $138.43M |
| Geode capital management | 991.75K | 2.37% | $73.25M |
| Dimensional fund advisors lp | 968.84K | 2.32% | $71.54M |
| First trust advisors lp | 682.23K | 1.63% | $50.38M |
| Northern trust | 568.05K | 1.36% | $49.76M |
| Charles schwab investment management | 536.54K | 1.28% | $39.62M |
| Morgan stanley | 507.27K | 1.22% | $44.43M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bank & trust | 125.38K | 7.77% | $9.26M |
| Phocas financial | 15.24K | 0.84% | $1.13M |
| Jackson creek investment advisors | 14.67K | 0.33% | $1.08M |
| Edgestream partners | 83.37K | 0.26% | $6.16M |
| Gabelli funds | 472.50K | 0.26% | $34.89M |
| Virtus investment advisers | 4.18K | 0.24% | $308.95K |
| Vista investment partners | 10.50K | 0.24% | $775.62K |
| Alternative investment advisors, llc. | 4.57K | 0.23% | $400.21K |
| Wealth forward | 4.24K | 0.22% | $312.93K |
| Weiss asset management lp | 144.29K | 0.22% | $10.65M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.98M | 0.01% | 379.24K |
| Ubs group | 262.32K | 0.00% | 182.70K |
| Weiss asset management lp | 144.29K | 0.22% | 144.29K |
| Caisse de depot et placement du quebec | 223.00K | 0.03% | 140.04K |
| Invesco | 291.34K | 0.00% | 96.57K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nuveen asset management | 164.40K | 0.00% | -118.69K |
| Fmr | 5.26K | - | -87.65K |
| Phocas financial | 15.24K | 0.84% | -87.04K |
| International assets investment management | - | - | -76.43K |
| Adage capital partners gp | - | - | -70.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Voloridge investment management | 76.86K | 0.02% | 76.86K | $5.68M |
| Jupiter asset management | 38.39K | 0.03% | 38.39K | $2.83M |
| Raymond james financial | 36.18K | 0.00% | 36.18K | $2.67M |
| Proficio capital partners | 15.80K | 0.00% | 15.80K | $15.80K |
| Denali advisors | 6.91K | 0.05% | 6.91K | $510.00K |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -1.00 |
| Capital performance advisors llp | -2.00 |
| Claris advisors, llc / mo / | -2.00 |
| Horizon investments | -9.00 |
| Voisard asset management group | -11.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 165 | -49.85% | 15,365,632 | -41.54% | 36 | 0.93% | 76 | -53.66% | 42 | -57.14% |
| Sep 30, 2024 | 324 | 2.53% | 26,269,582 | 6.58% | 62 | 1.81% | 162 | -2.99% | 95 | 21.79% |
| Jun 30, 2024 | 310 | 0.98% | 24,500,748 | -0.25% | 58 | 1.69% | 164 | 28.13% | 77 | -31.25% |
| Mar 31, 2024 | 307 | 3.37% | 24,561,891 | -3.83% | 58 | 1.57% | 128 | -3.03% | 112 | 16.67% |
| Dec 31, 2023 | 297 | 5.69% | 25,539,697 | 2.73% | 61 | 1.72% | 132 | 16.81% | 96 | -6.80% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.59M | 6.18% | 1.53K |
| Vanguard US Total Market Shares ETF | 1.32M | 3.16% | 1.08K |
| Vanguard Total Stock Mkt Idx Inv | 1.31M | 3.14% | 1.01K |
| iShares Russell 2000 ETF | 1.09M | 2.60% | -9.46K |
| Vanguard Small Cap Index | 1.07M | 2.55% | 861.00 |
| Vanguard Small Cap Value Index Inv | 703.49K | 1.68% | -2.32K |
| Vanguard Institutional Extnd Mkt Idx Tr | 637.62K | 1.52% | 894.00 |
| First Trust SMID Cp Rising Div Achv ETF | 611.81K | 1.46% | 131.00 |
| First Trust Value Line® Dividend ETF | 505.02K | 1.21% | - |
| iShares S&P Small-Cap 600 Growth ETF | 410.52K | 0.98% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 13, 2024 | Smestad Jennifer O. | VP, General Council & Corp Sec | Sell | $354.96K |
| May 24, 2024 | KNUTSON PAUL L | VP, Human Resources | Sell | $362.64K |
| Nov 20, 2023 | ERICKSON JOHN D | - | Sell | $193.40K |
| Nov 21, 2022 | ERICKSON JOHN D | - | Sell | $112.62K |
| Dec 07, 2021 | O'KEEFE TIMOTHY J | - | Sell | $102.48K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
OTTR Ownership FAQ
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