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Otter Tail (OTTR) Institutional Ownership

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$76.44 +0.32 (+0.41%)
As of 10:42 AM Eastern
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Institutional Ownership Changes (13F Filings) for Otter Tail (NASDAQ:OTTR)

Current
Institutional Ownership
Percentage
61.32%
Number of
Institutional Buyers
(last 12 months)
191
Total
Institutional Inflows
(last 12 months)
$234.66M
Number of
Institutional Sellers
(last 12 months)
124
Total
Institutional Outflows
(last 12 months)
$129.42M
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OTTR Institutional Buying and Selling by Quarter

Otter Tail Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/17/2025RBA Wealth Management LLC6,821$526K0.2%-3.8%0.016%
7/16/2025State of Alaska Department of Revenue24,929$1.92M0.0%+7.6%0.059%
7/14/2025 Armstrong Advisory Group Inc.1,660$128K0.0%+93.0%0.004%
7/14/2025 Bank & Trust Co122,844$9.47M7.5%-0.5%0.293%
7/11/2025 Farther Finance Advisors LLC1,729$133K0.0%-35.1%0.004%
7/11/2025 Financiere des Professionnels Fonds d investissement inc.2,051$158K0.0%N/A0.005%
7/10/2025 Wealth Enhancement Advisory Services LLC17,610$1.40M0.0%-1.5%0.042%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.2,051$158K0.0%N/A0.005%
6/18/2025Voya Investment Management LLC13,777$1.11M0.0%-1.3%0.033%
5/29/2025Rhumbline Advisers108,160$8.69M0.0%-0.5%0.258%
5/28/2025Strs Ohio2,100$169K0.0%N/A0.005%
5/20/2025Intech Investment Management LLC18,905$1.52M0.0%+12.3%0.045%
5/20/2025Focus Partners Wealth8,035$646K0.0%N/A0.019%
5/19/2025Jane Street Group LLC54,112$4.35M0.0%+190.8%0.129%
5/16/2025United Services Automobile Association2,765$223K0.0%N/A0.007%
5/16/2025Goldman Sachs Group Inc.231,025$18.57M0.0%-9.4%0.551%
5/16/2025Dynamic Technology Lab Private Ltd9,880$794K0.1%+111.5%0.024%
5/16/2025NewEdge Advisors LLC21,502$1.73M0.0%+25.1%0.051%
5/16/2025Millennium Management LLC310,207$24.93M0.0%-24.6%0.740%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.24,611$1.98M0.0%+4.5%0.059%
5/16/2025AQR Capital Management LLC22,709$1.83M0.0%+26.9%0.054%
5/16/2025Advisors Asset Management Inc.12,230$983K0.0%-6.2%0.029%
5/16/2025Adage Capital Partners GP L.L.C.220,000$17.68M0.0%N/A0.525%
5/15/2025First Manhattan CO. LLC.41,930$3.37M0.0%-3.4%0.100%
5/15/2025Royal Bank of Canada116,479$9.36M0.0%+2.5%0.278%
5/15/2025Baird Financial Group Inc.4,657$374K0.0%-28.4%0.011%
5/15/2025Vident Advisory LLC8,316$668K0.0%-74.1%0.020%
5/15/2025Trexquant Investment LP85,388$6.86M0.1%-13.8%0.204%
5/14/2025CreativeOne Wealth LLC2,986$240K0.0%N/A0.007%
5/14/2025Gamco Investors INC. ET AL273,192$21.96M0.2%-0.2%0.652%
5/14/2025Gabelli Funds LLC470,700$37.83M0.3%-0.4%1.123%
5/14/2025Caisse DE Depot ET Placement DU Quebec406,321$32.66M0.1%+82.2%0.970%
5/14/2025Corebridge Financial Inc.21,616$1.74M0.0%-1.9%0.052%
5/14/2025Comerica Bank23,420$1.88M0.0%-1.7%0.056%
5/14/2025MetLife Investment Management LLC23,951$1.93M0.0%-3.9%0.057%
5/14/2025Hotchkis & Wiley Capital Management LLC118,245$9.50M0.0%-31.1%0.282%
5/14/2025Northwestern Mutual Wealth Management Co.661$53K0.0%-57.0%0.002%
5/14/2025AlphaQuest LLC8,245$663K0.1%-23.3%0.020%
5/14/2025Martingale Asset Management L P33,263$2.67M0.1%-12.0%0.079%
5/14/2025Hsbc Holdings PLC5,954$482K0.0%-38.8%0.014%
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5/14/2025Fuller & Thaler Asset Management Inc.144,489$11.61M0.0%-6.5%0.345%
5/14/2025Quantbot Technologies LP31,827$2.56M0.1%+46.7%0.076%
5/13/2025Northern Trust Corp495,050$39.79M0.0%-9.3%1.181%
5/13/2025Compass Financial Group INC SD2,634$212K0.0%N/A0.006%
5/13/2025Raymond James Financial Inc.36,957$2.97M0.0%+2.1%0.088%
5/13/2025Cresset Asset Management LLC2,540$204K0.0%N/A0.006%
5/13/2025Brandywine Global Investment Management LLC27,479$2.21M0.0%-3.9%0.066%
5/13/2025Russell Investments Group Ltd.15,848$1.27M0.0%-10.9%0.038%
5/13/2025HighTower Advisors LLC5,599$450K0.0%+7.7%0.013%
5/12/2025Public Sector Pension Investment Board132,669$10.66M0.0%+27.3%0.317%
5/12/2025Financial Engines Advisors L.L.C.22,881$1.84M0.0%+1.1%0.055%
5/12/2025Independent Advisor Alliance4,235$340K0.0%N/A0.010%
5/12/2025Nuveen LLC164,446$13.22M0.0%N/A0.392%
5/12/2025Aigen Investment Management LP6,142$494K0.1%N/A0.015%
5/12/2025Entropy Technologies LP9,150$735K0.1%-7.1%0.022%
5/12/2025Invesco Ltd.319,907$25.71M0.0%+9.8%0.763%
5/12/2025Connor Clark & Lunn Investment Management Ltd.43,470$3.49M0.0%+87.7%0.104%
5/12/2025Cynosure Group LLC4,306$346K0.0%+15.1%0.010%
5/12/2025Swiss National Bank73,000$5.87M0.0%-1.4%0.174%
5/12/2025Maryland State Retirement & Pension System12,166$978K0.0%-13.2%0.029%
5/9/2025Mutual of America Capital Management LLC6,091$490K0.0%-3.9%0.015%
5/9/2025Deutsche Bank AG35,962$2.89M0.0%-3.7%0.086%
5/9/2025Charles Schwab Investment Management Inc.551,338$44.31M0.0%+2.8%1.317%
5/9/2025Vanguard Group Inc.5,173,233$415.77M0.0%-1.9%12.355%
5/9/2025Costello Asset Management INC822$66K0.0%N/A0.002%
5/9/2025New Age Alpha Advisors LLC5,315$427K0.0%+318.8%0.013%
5/9/2025Phocas Financial Corp.95,905$7.71M1.2%-5.5%0.229%
5/9/2025PNC Financial Services Group Inc.5,011$403K0.0%+20.8%0.012%
5/8/2025Jefferies Financial Group Inc.20,100$1.62M0.0%-50.5%0.048%
5/8/2025Foster & Motley Inc.9,198$739K0.0%-2.9%0.022%
5/8/2025Natixis Advisors LLC10,596$852K0.0%N/A0.025%
5/8/2025NorthRock Partners LLC8,304$667K0.0%-1.9%0.020%
5/8/2025Vestcor Inc2,969$239K0.0%-29.1%0.007%
5/8/2025Harvest Fund Management Co. Ltd1,810$145K0.0%N/A0.004%
5/8/2025Federated Hermes Inc.181,440$14.58M0.0%-0.1%0.433%
5/7/2025MJT & Associates Financial Advisory Group Inc.420$34K0.0%N/A0.001%
5/7/2025Mackenzie Financial Corp4,643$373K0.0%-22.1%0.011%
5/7/2025LPL Financial LLC60,575$4.87M0.0%+1.2%0.145%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 10,600$852K0.0%+6.9%0.025%
5/6/2025Cetera Investment Advisers10,856$873K0.0%+125.0%0.026%
5/6/2025Avantax Advisory Services Inc.6,964$560K0.0%+3.4%0.017%
5/6/2025Royce & Associates LP30,371$2.44M0.0%+6.4%0.073%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH4,390$353K0.0%N/A0.010%
5/5/2025OneAscent Financial Services LLC48,948$3.98M0.3%+98.3%0.117%
5/5/2025Kestra Private Wealth Services LLC2,545$205K0.0%N/A0.006%
5/5/2025Denali Advisors LLC67,959$5.46M0.6%+883.3%0.162%
5/2/2025Victory Capital Management Inc.117,863$9.47M0.0%+2.3%0.281%
5/2/2025Whittier Trust Co. of Nevada Inc.45,780$3.68M0.1%+4.4%0.109%
5/2/2025Whittier Trust Co.86,407$6.94M0.1%+2.0%0.206%
5/2/2025Edgestream Partners L.P.26,605$2.14M0.1%-68.1%0.064%
Your Bank Account Is No Longer Safe (Ad)

What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property. What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.

Get your free guide now by clicking here >>
5/1/2025CWM LLC10,707$861K0.0%-10.6%0.026%
5/1/2025Louisiana State Employees Retirement System19,700$1.58M0.0%-2.5%0.047%
5/1/2025New York State Common Retirement Fund64,183$5.16M0.0%+44.6%0.153%
5/1/2025Mutual of America Capital Management LLC6,091$490K0.0%-3.9%0.015%
5/1/2025Xponance Inc.3,097$249K0.0%+5.1%0.007%
4/30/2025Alps Advisors Inc.22,253$1.79M0.0%+5.2%0.053%
4/30/2025Nisa Investment Advisors LLC1,237$99K0.0%-17.6%0.003%
4/30/2025Linden Thomas Advisory Services LLC8,509$684K0.1%+12.8%0.020%
4/30/2025Palisades Investment Partners LLC40,191$3.23M1.6%-0.4%0.096%
4/29/2025Envestnet Asset Management Inc.6,661$535K0.0%+28.2%0.016%
(Data available from 1/1/2016 forward)

OTTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OTTR shares?

During the previous two years, 322 institutional investors and hedge funds held shares of Otter Tail. The most heavily invested institutionals were BlackRock Inc. ($515.11M), Vanguard Group Inc. ($415.77M), State Street Corp ($124.94M), Geode Capital Management LLC ($73.25M), Dimensional Fund Advisors LP ($71.54M), First Trust Advisors LP ($50.38M), and Charles Schwab Investment Management Inc. ($44.31M).Learn more on Otter Tail's institutional investors.

What percentage of Otter Tail's stock is owned by institutional investors?

61.32% of Otter Tail's stock is owned by institutional investors. Learn more on OTTR's institutional investor holdings.

Which institutional investors have been buying Otter Tail's stock?

Of the 259 institutional investors that purchased Otter Tail's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($450.09K), Caisse DE Depot ET Placement DU Quebec ($406.32K), Vanguard Group Inc. ($240.80K), Adage Capital Partners GP L.L.C. ($220K), Nuveen LLC ($164.45K), Fuller & Thaler Asset Management Inc. ($132.16K), and Bank & Trust Co ($127.06K).

How much institutional buying is happening at Otter Tail?

Institutional investors have bought a total of 3,013,031 shares in the last 24 months. This purchase volume represents approximately $234.66M in transactions.

Which of Otter Tail's major shareholders have been selling company stock?

Of the 124 institutional investors that sold Otter Tail's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millennium Management LLC ($225.11K), Nuveen Asset Management LLC ($118.69K), Vanguard Group Inc. ($101.84K), Phocas Financial Corp. ($99.67K), Jane Street Group LLC ($66.05K), Hotchkis & Wiley Capital Management LLC ($58.52K), and Edgestream Partners L.P. ($56.77K).

How much institutional selling is happening at Otter Tail?

Institutional investors have sold a total of 1,641,410 shares in the last 24 months. This volume of shares sold represents approximately $129.42M in transactions.



This page (NASDAQ:OTTR) was last updated on 7/17/2025 by MarketBeat.com Staff
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