Otter Tail Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 6.39 M | $516.49 M | 0.47% | 15.26% |
| VANGUARD GROUP INC | 01/29/2026 | 5.06 M | $408.86 M | -0.72% | 12.08% |
| STATE STREET CORP | 02/13/2026 | 1.56 M | $126.18 M | -0.25% | 3.73% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.02 M | $82.38 M | 0.41% | 2.43% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 850.73 K | $68.75 M | -0.96% | 2.02% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 810.64 K | $65.51 M | -44.65% | 1.93% |
| MORGAN STANLEY | 02/13/2026 | 562.29 K | $45.44 M | 5.76% | 1.34% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 02/17/2026 | 554.73 K | $44.83 M | -0.20% | 1.32% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 536.94 K | $43.39 M | 217.58% | 1.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 532.69 K | $43.05 M | -1.62% | 1.27% |
| GABELLI FUNDS LLC | 02/05/2026 | 469.10 K | $37.91 M | 0.00% | 1.11% |
| JPMORGAN CHASE & CO | 02/11/2026 | 418.93 K | $33.85 M | -30.81% | 1.00% |
| NORTHERN TRUST CORP | 02/17/2026 | 414.78 K | $33.52 M | -6.34% | 0.99% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 358.58 K | $28.98 M | -3.42% | 0.85% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 02/17/2026 | 344.15 K | $27.81 M | 108.58% | 0.82% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 329.16 K | $26.60 M | 1.99% | 0.79% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 325.12 K | $26.27 M | -13.81% | 0.78% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 271.65 K | $21.95 M | 97.39% | 0.65% |
| GAMCO INVESTORS, INC. ET AL | 02/05/2026 | 272.35 K | $22.01 M | 0.00% | 0.65% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 248.24 K | $20.06 M | -4.53% | 0.59% |
| INVESCO LTD. | 02/19/2026 | 231.18 K | $18.68 M | -2.31% | 0.55% |
| FEDERATED HERMES, INC. | 02/12/2026 | 205.35 K | $16.59 M | 27.39% | 0.49% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 201.27 K | $16.26 M | 20.87% | 0.48% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 199.62 K | $16.13 M | -1.24% | 0.47% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 193.92 K | $15.67 M | 6.50% | 0.46% |
| MARSHALL WACE, LLP | 02/13/2026 | 173.43 K | $14.01 M | 13.67% | 0.41% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 161.10 K | $13.02 M | 334.23% | 0.38% |
| NUVEEN, LLC | 02/12/2026 | 152.02 K | $12.28 M | -1.05% | 0.36% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 146.52 K | $11.84 M | 12.46% | 0.35% |
| JANE STREET GROUP, LLC | 02/12/2026 | 139.14 K | $11.24 M | 268.89% | 0.33% |
| ROYAL BANK OF CANADA | 02/17/2026 | 136.24 K | $11.01 M | 4.43% | 0.33% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 128.41 K | $10.38 M | 1.19% | 0.31% |
| BANK & TRUST CO | 01/13/2026 | 122.02 K | $9.86 M | -0.04% | 0.29% |
| CITADEL ADVISORS LLC | 02/17/2026 | 115.21 K | $9.31 M | -3.01% | 0.28% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 112.02 K | $9.05 M | -2.48% | 0.27% |
| HRT FINANCIAL LP | 02/12/2026 | 111.89 K | $9.04 M | 79.95% | 0.27% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 103.33 K | $8.35 M | -6.37% | 0.25% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 98.49 K | $7.96 M | -4.63% | 0.23% |
| RHUMBLINE ADVISERS | 02/13/2026 | 97.31 K | $7.86 M | -5.38% | 0.23% |
| PHOCAS FINANCIAL CORP. | 01/26/2026 | 97.68 K | $7.89 M | -0.24% | 0.23% |
| UBS GROUP AG | 01/29/2026 | 95.59 K | $7.72 M | -35.48% | 0.23% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 93.30 K | $7.54 M | 128.35% | 0.22% |
| PRUDENTIAL FINANCIAL INC | 02/13/2026 | 92.52 K | $7.48 M | -7.59% | 0.22% |
| WHITTIER TRUST CO | 01/26/2026 | 90.05 K | $7.37 M | 0.12% | 0.21% |
| DENALI ADVISORS LLC | 02/03/2026 | 88.70 K | $7.17 M | 2.99% | 0.21% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 83.57 K | $6.75 M | 0.27% | 0.20% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 83.93 K | $6.78 M | 399.74% | 0.20% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 02/11/2026 | 82.70 K | $6.68 M | -3.49% | 0.20% |
| PROSHARE ADVISORS LLC | 02/06/2026 | 79.64 K | $6.44 M | -2.22% | 0.19% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 77.73 K | $6.28 M | 27.63% | 0.19% |
Otter Tail Corporation institutional Ownership - FAQ's
During the previous two years, 461 institutional investors and hedge funds held shares of Otter Tail Corporation. The most heavily invested institutionals were:
BlackRock, Inc.: 6.39 M
VANGUARD GROUP INC: 5.06 M
STATE STREET CORP: 1.56 M
GEODE CAPITAL MANAGEMENT, LLC: 1.02 M
DIMENSIONAL FUND ADVISORS LP: 850,729
FIRST TRUST ADVISORS LP: 810,638
56.96% of Otter Tail Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 42.00 M shares in the last 24 months. This purchase volume represents approximately $3.57 B in transactions.