OTTR · NASDAQ · Conglomerates

Otter Tail (OTTR)

Runs an Upper Midwest electric utility alongside metal fabrication and PVC pipe businesses.

$88.73
vs last close−1.50 (−1.67%)

13F · 13D/G · Form 4

Institutions71.38%29.97M shares
370 holders · as of Jun 30, 2026
Insiders1.28%537.2K shares
17 holders · as of Aug 12, 2026
Strategic holders7.13%2.99M shares
1 holder · as of Feb 3, 2022
Other20.21%8.49M shares
remainder

41.99M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
15.62%6.56Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
7.14%3.00Mas of Jun 30, 2026
BlackRock, Inc.Strategic
7.13%2.99Mfiled Feb 3, 2022
Vanguard Capital Management LLCInstitution
4.50%1.89Mas of Jun 30, 2026
State Street CorpInstitution
3.92%1.65Mas of Jun 30, 2026
LSV Asset ManagementInstitution
2.83%1.19Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.65%1.11Mas of Jun 30, 2026
Morgan StanleyInstitution
2.11%885,376as of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
1.97%828,016as of Jun 30, 2026
Two Sigma Investments, LPInstitution
1.73%725,769as of Jun 30, 2026
First Trust Advisors LPInstitution
1.52%637,043as of Jun 30, 2026
Caisse de Depot et Placement du QuebecInstitution
1.29%539,873as of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
1.24%519,756as of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
1.24%519,756as of Jun 30, 2026
Gabelli Funds LLCInstitution
1.10%462,200as of Jun 30, 2026
Northern Trust CorpInstitution
1.08%453,446as of Jun 30, 2026
D. E. Shaw & Co., Inc.Institution
1.06%447,021as of Jun 30, 2026
Bank of New York Mellon CorpInstitution
0.85%358,275as of Jun 30, 2026
JPMorgan Chase & CoInstitution
0.75%315,978as of Jun 30, 2026
Bank of America Corp /DE/Institution
0.74%312,589as of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.66%278,778as of Jun 30, 2026
Victory Capital Management IncInstitution
0.66%276,060as of Jun 30, 2026
Nuveen, LLCInstitution
0.64%268,456as of Jun 30, 2026
Gamco Investors, Inc. et alInstitution
0.63%264,798as of Jun 30, 2026
Price T Rowe Associates Inc /MD/Institution
0.62%260,050as of Jun 30, 2026

13F, as of Jun 30, 2026

370 holders · 29.97M shares · 51 new positions · 194 increased · 104 reduced · 31 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.6.56M15.62%+133.2KAug 7, 2026
Vanguard Portfolio Management LLC3.00M7.14%+49.1KAug 13, 2026
Vanguard Capital Management LLC1.89M4.50%+25.5KAug 13, 2026
State Street Corp1.65M3.92%+76.4KAug 7, 2026
LSV Asset Management1.19M2.83%+143.5KAug 6, 2026
Geode Capital Management, LLC1.11M2.65%+58.0KAug 12, 2026
Morgan Stanley885.4K2.11%+230.9KAug 13, 2026
Dimensional Fund Advisors LP828.0K1.97%+12.8KAug 11, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Cascade Investment, L.L.C.incl. William H. Gates III7.10%2.97M13D/AOct 3, 2024
Vanguard Portfolio Management7.06%2.96M13GApr 29, 2026
Vanguard Capital Management5.19%2.18M13GApr 30, 2026
State Street Corporation5.10%2.15M13GAug 7, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 11, 2026
Paul L. Knutsonofficer: VP, Human Resources
Sale475$94.630
Aug 10, 2026
Paul L. Knutsonofficer: VP, Human Resources
Sale250$92.840
Aug 7, 2026
Paul L. Knutsonofficer: VP, Human Resources
Sale3,500$93.1121,495

House and Senate disclosures

Not reported.