Otter Tail Corporation (OTTR) Ownership
OTTR ownership summary
as of October 18, 2026- Institutions
- 79.0% of shares outstanding
- Insiders
- 2.08% of shares outstanding
- Shares outstanding
- 42.0M
- Float
- 41.1M shares available to trade
- Short interest
- 16.30% 4.8M shares short
- Days to cover
- 18.93 short interest up 0.5% vs prior month
- Institutions 78.99%
- Insiders 2.08%
- Other investors 18.93%
OTTR top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 15.62% | 6.6M | $591.0M | +133,222 (+2.1%) | June 30, 2026 |
| 2 | Vanguard Portfolio Management, LLC | 7.14% | 3.0M | $270.1M | +49,138 (+1.7%) | June 30, 2026 |
| 3 | Vanguard Capital Management, LLC | 4.50% | 1.9M | $170.5M | +25,530 (+1.4%) | June 30, 2026 |
| 4 | State Street Corp | 3.92% | 1.6M | $148.3M | +76,434 (+4.9%) | June 30, 2026 |
| 5 | LSV Asset Management | 2.83% | 1.2M | $106.9M | +143,548 (+13.8%) | June 30, 2026 |
| 6 | Geode Capital Management, LLC | 2.65% | 1.1M | $100.3M | +57,999 (+5.5%) | June 30, 2026 |
| 7 | Morgan Stanley - Brokerage Accounts | 2.11% | 885K | $79.8M | +230,942 (+35.3%) | June 30, 2026 |
| 8 | Dimensional Fund Advisors, Inc. | 1.97% | 828K | $74.6M | +12,775 (+1.6%) | June 30, 2026 |
| 9 | Two Sigma Investments LLC | 1.73% | 726K | $65.4M | +62,835 (+9.5%) | June 30, 2026 |
| 10 | First Trust Advisors L.P. | 1.52% | 637K | $57.4M | +30,539 (+5.0%) | June 30, 2026 |
| 11 | Caisse De Depot Et Placement Du Quebec | 1.29% | 540K | $48.7M | −30,060 (−5.3%) | June 30, 2026 |
| 12 | Charles Schwab Investment Management Inc | 1.24% | 520K | $46.8M | −4,365 (−0.8%) | June 30, 2026 |
| 13 | Gabelli Funds LLC | 1.10% | 462K | $41.7M | −5,000 (−1.1%) | June 30, 2026 |
| 14 | Northern Trust Corp | 1.08% | 453K | $40.9M | +21,434 (+5.0%) | June 30, 2026 |
| 15 | D. E. Shaw & Co LP | 1.06% | 447K | $40.3M | +47,595 (+11.9%) | June 30, 2026 |
| 16 | Bank of New York Mellon Corp | 0.85% | 358K | $32.3M | +7,667 (+2.2%) | June 30, 2026 |
| 17 | JPMorgan Chase & Co | 0.75% | 316K | $28.5M | −23,655 (−7.0%) | June 30, 2026 |
| 18 | Bank of America Corp | 0.74% | 313K | $28.2M | −23,894 (−7.1%) | June 30, 2026 |
| 19 | Vanguard Fiduciary Trust Co | 0.66% | 279K | $25.1M | +6,370 (+2.3%) | June 30, 2026 |
| 20 | Victory Capital Management Inc. | 0.66% | 276K | $24.9M | +23,684 (+9.4%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 15 holders added 930K shares and 5 cut 87K.
OTTR top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 5.96% | 2.5M | $225.4M | +558 (+0.0%) | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 3.19% | 1.3M | $120.9M | −2,216 (−0.2%) | August 31, 2026 |
| 3 | iShares Russell 2000 ETF | 2.43% | 1.0M | $91.9M | −11,776 (−1.1%) | September 30, 2026 |
| 4 | Vanguard Small Cap Index | 2.25% | 944K | $85.1M | −23,115 (−2.4%) | September 30, 2026 |
| 5 | Vanguard MStar Small Cap Value Index | 1.46% | 615K | $55.4M | +1,507 (+0.2%) | September 30, 2026 |
| 6 | Fidelity Small Cap Index | 1.02% | 428K | $38.6M | +3,465 (+0.8%) | July 31, 2026 |
| 7 | Gabelli Utilities AAA | 0.92% | 387K | $34.8M | −5,000 (−1.3%) | June 30, 2026 |
| 8 | State Street SPDR Port S&P 600 Sm CpETF | 0.91% | 382K | $34.4M | — | September 30, 2026 |
| 9 | iShares Russell 2000 Value ETF | 0.88% | 368K | $33.2M | +558 (+0.2%) | September 30, 2026 |
| 10 | Vanguard Tax-Managed Small Cap Adm | 0.67% | 281K | $25.4M | — | September 30, 2026 |
| 11 | First Trust SMID Cp Rising Div Achv ETF | 0.67% | 280K | $25.2M | — | September 30, 2026 |
| 12 | Vanguard Utilities ETF | 0.62% | 260K | $23.4M | −984 (−0.4%) | September 30, 2026 |
| 13 | Vanguard Dividend Appreciation ETF | 0.57% | 238K | $21.4M | −134 (−0.1%) | September 30, 2026 |
| 14 | iShares Global Infrastructure ETF Comm | 0.57% | 237K | $21.4M | — | September 30, 2026 |
| 15 | Vanguard Russell 2000 ETF | 0.54% | 227K | $20.5M | +2,525 (+1.1%) | September 30, 2026 |
| 16 | DFA US Small Cap I | 0.54% | 225K | $20.3M | — | August 31, 2026 |
| 17 | 1290 VT GAMCO Small Company Value IB | 0.53% | 224K | $20.1M | — | August 31, 2026 |
| 18 | Schwab US Small-Cap ETF™ | 0.53% | 221K | $19.9M | +144 (+0.1%) | September 30, 2026 |
| 19 | Fidelity Extended Market Index | 0.49% | 206K | $18.5M | −1,782 (−0.9%) | August 31, 2026 |
| 20 | iShares S&P Small-Cap 600 Value ETF | 0.47% | 195K | $17.6M | — | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
OTTR insider transactions
latest 3| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2024-08-13 | Jennifer O Smestad | Sell | $88.74 | 4,000 | $354,960 |
| 2024-05-24 | Paul L Knutson | Sell | $90.66 | 4,000 | $362,640 |
| 2023-11-20 | John D Erickson | Sell | $77.36 | 2,500 | $193,400 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
OTTR shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns OTTR
Institutional investors own 79.0% of Otter Tail's shares and insiders 2.08%. The largest holder is BlackRock Inc with 15.62% of the shares (6.6M), as of June 30, 2026. Among the top 20 institutions, 15 added shares and 5 reduced their stake in the latest filings. Short interest is 16.30% of the float, or 18.93 days of average trading volume. The share count rose 13.6% since 2014.
Related: OTTR analyst forecast, OTTR key metrics, OTTR dividend history. See the OTTR stock overview for the latest quote and news.
OTTR ownership FAQ
Who owns the most Otter Tail stock?
The largest shareholders of Otter Tail are BlackRock Inc (15.62%), Vanguard Portfolio Management, LLC (7.14%), Vanguard Capital Management, LLC (4.50%), State Street Corp (3.92%), LSV Asset Management (2.83%).
What percentage of Otter Tail is owned by institutions?
Institutions hold 79.0% of Otter Tail's shares outstanding; insiders hold 2.08%.
Which funds own Otter Tail?
The largest fund holders of Otter Tail are iShares Core S&P Small-Cap ETF (5.96%), Vanguard MStar Total Stk Mkt Idx Invest (3.19%), iShares Russell 2000 ETF (2.43%), Vanguard Small Cap Index (2.25%), Vanguard MStar Small Cap Value Index (1.46%).
What is Otter Tail's short interest?
4.8M shares of Otter Tail were sold short, 16.30% of the float; at the average daily volume it would take 18.93 days to cover.
Are insiders buying or selling Otter Tail?
Of the latest 3 reported insider transactions in Otter Tail (since November 20, 2023), 0 were purchases and 3 were sales.
How many shares of Otter Tail are outstanding?
Otter Tail has 42.0M shares outstanding, of which 41.1M are in the public float.