Otter Tail Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 6.60 M | $515.93 M | 100.00% | 15.79% |
| VANGUARD GROUP INC | 11/13/2024 | 5.23 M | $408.92 M | 0.58% | 12.52% |
| STATE STREET CORP | 11/14/2024 | 1.60 M | $124.94 M | 1.15% | 3.82% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.01 M | $79.19 M | -2.15% | 2.42% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 993,360 | $77.66 M | -1.15% | 2.38% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 719,514 | $56.24 M | 13.65% | 1.72% |
| MORGAN STANLEY | 11/14/2024 | 527,111 | $41.20 M | 3.91% | 1.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 509,130 | $39.79 M | 0.68% | 1.22% |
| GABELLI FUNDS LLC | 11/13/2024 | 474,500 | $37.09 M | -4.95% | 1.14% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 396,153 | $30.96 M | -8.93% | 0.95% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 362,393 | $28.32 M | 344.34% | 0.87% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 283,084 | $22.13 M | -11.72% | 0.68% |
| GAMCO INVESTORS, INC. ET AL | 11/14/2024 | 263,442 | $20.59 M | -3.69% | 0.63% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 216,899 | $16.95 M | -4.74% | 0.52% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 204,891 | $16.01 M | 1,942.99% | 0.49% |
| INVESCO LTD. | 11/12/2024 | 194,771 | $15.22 M | -13.08% | 0.47% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 180,791 | $14.13 M | 66.55% | 0.43% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 179,890 | $14.06 M | 100.03% | 0.43% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2024 | 175,742 | $13.74 M | -1.06% | 0.42% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 137,108 | $10.72 M | -8.39% | 0.33% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2024 | 135,650 | $10.60 M | -3.62% | 0.32% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 133,963 | $10.47 M | 245.57% | 0.32% |
| ROYAL BANK OF CANADA | 11/14/2024 | 131,814 | $10.30 M | -22.76% | 0.32% |
| BANK & TRUST CO | 10/09/2024 | 127,001 | $9.93 M | -0.04% | 0.30% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2024 | 125,629 | $9.82 M | 50.16% | 0.30% |
| CITADEL ADVISORS LLC | 11/14/2024 | 112,586 | $8.80 M | 145.22% | 0.27% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 110,564 | $8.64 M | -8.32% | 0.26% |
| MARSHALL WACE, LLP | 11/14/2024 | 105,959 | $8.28 M | 167.51% | 0.25% |
| RHUMBLINE ADVISERS | 11/12/2024 | 105,718 | $8.26 M | -4.04% | 0.25% |
| PHOCAS FINANCIAL CORP. | 11/07/2024 | 102,281 | $7.99 M | -5.76% | 0.24% |
| JPMORGAN CHASE & CO | 12/26/2024 | 97,829 | $7.65 M | -9.84% | 0.23% |
| FMR LLC | 11/13/2024 | 92,905 | $7.26 M | -32.71% | 0.22% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 88,696 | $6.93 M | -3.59% | 0.21% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 11/14/2024 | 82,961 | $6.48 M | 100.00% | 0.20% |
| WHITTIER TRUST CO | 10/21/2024 | 81,749 | $6.39 M | 4.62% | 0.20% |
| JANE STREET GROUP, LLC | 11/15/2024 | 80,033 | $6.26 M | -5.46% | 0.19% |
| UBS GROUP AG | 11/14/2024 | 79,620 | $6.22 M | 50.00% | 0.19% |
| EDGESTREAM PARTNERS, L.P. | 11/14/2024 | 77,444 | $6.05 M | 14.40% | 0.19% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 77,268 | $6.04 M | -1.98% | 0.18% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 76,434 | $978,000 | 3,339.87% | 0.18% |
| SWISS NATIONAL BANK | 11/07/2024 | 73,500 | $5.74 M | -0.68% | 0.18% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 71,518 | $5.59 M | 100.13% | 0.17% |
| BARCLAYS PLC | 11/19/2024 | 70,553 | $5.51 M | 359.84% | 0.17% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 11/14/2024 | 70,000 | $5.47 M | 100.00% | 0.17% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/12/2024 | 66,500 | $5.20 M | 100.00% | 0.16% |
| APTUS CAPITAL ADVISORS, LLC | 11/05/2024 | 64,755 | $5.06 M | 15.61% | 0.15% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 63,889 | $4.99 M | 90.39% | 0.15% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 59,310 | $4.64 M | 100.00% | 0.14% |
| LPL FINANCIAL LLC | 11/08/2024 | 58,028 | $4.54 M | 5.37% | 0.14% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 48,324 | $3.78 M | 61.88% | 0.12% |
Otter Tail Corporationinstitutional Ownership - FAQ's
During the previous two years, 403 institutional investors and hedge funds held shares of Otter Tail Corporation. The most heavily invested institutionals were:
Fortitude Family Office, LLC: 0
CONTRAVISORY INVESTMENT MANAGEMENT, INC.: 0
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 0
EVERENCE CAPITAL MANAGEMENT INC: 0
Versant Capital Management, Inc: 0
BlackRock Funding, Inc. /DE: 6.6 M
62.88% of Otter Tail Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 38.57 M shares in the last 24 months. This purchase volume represents approximately $2.98 B in transactions.