Otter Tail Corporation
Otter Tail Corporation (OTTR) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · OTTR · as of Sep 30, 2025
Ownership Breakdown
346
Institutional Holders
▼ 4 vs Q2
$2.31B
Total Inst. Value
▲ $183.65M vs Q2
41.98M
Shares Outstanding
freeFloat 97.95%
28.22M
13F Shares Held
▲ 599,043 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
OTTR largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. electric services | 6.36M | 15.19% | 15.19% | $521.45B | Nov 12, 2025 | ▼ 67.1K |
VANGUARD GROUP INC electric services | 5.10M | 12.17% | 12.17% | $417.73B | Nov 7, 2025 | ▼ 46.7K |
STATE STREET CORP electric services | 1.57M | 3.74% | 3.74% | $128.31B | Nov 14, 2025 | ▼ 6.6K |
FIRST TRUST ADVISORS LP electric services | 1.46M | 3.50% | 3.50% | $120.05B | Nov 12, 2025 | ▲ 221.0K |
GEODE CAPITAL MANAGEMENT, LLC electric services | 1.02M | 2.42% | 2.42% | $83.22B | Nov 12, 2025 | ▲ 4.5K |
DIMENSIONAL FUND ADVISORS LP electric services | 859.0K | 2.05% | 2.05% | $70.41B | Nov 12, 2025 | ▼ 25.5K |
JPMORGAN CHASE & CO electric services | 605.5K | 1.45% | 1.45% | $49.63B | Nov 26, 2025 | ▲ 264.0K |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC electric services | 555.9K | 1.33% | 1.33% | $45.56B | Nov 14, 2025 | ▼ 8.1K |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC electric services | 541.5K | 1.29% | 1.29% | $44.38B | Nov 10, 2025 | ▲ 7.1K |
MORGAN STANLEY electric services | 531.7K | 1.27% | 1.27% | $43.58B | May 27, 2026 | ▲ 100.8K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
27
Increased
+1.46M shares0
New Positions
first time holders23
Decreased
−787.6K shares0
Sold Out
fully exitedNet shares change (top 50)
+675.8K
+1.46M / −787.6K
Net new holders
+4
0 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
OTTR insider trading · insider activity
Source: SEC Form 4
14
Buy transactions
2
Sell transactions
7.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Wahlund Todd R Senior Vice President | Apr 13, 2026 | Award | 300 | — | — | 300 | Form 4 ↗ |
ROGELSTAD TIMOTHY J President | Apr 13, 2026 | Award | 1,400 | — | — | 1.4K | Form 4 ↗ |
Smestad Jennifer O. SVP General Counsel & Corp Sec | Apr 13, 2026 | Award | 5,800 | — | — | 5.8K | Form 4 ↗ |
Nelson Tyler J VP, Chief Financial Officer | Apr 13, 2026 | Award | 800 | — | — | 800 | Form 4 ↗ |
Johnson Kathryn O director | Apr 13, 2026 | Award | 1,500 | — | — | 29.5K | Form 4 ↗ |
Ludford Mary E director | Apr 13, 2026 | Award | 1,500 | — | — | 7.1K | Form 4 ↗ |
ERICKSON JOHN D director | Apr 13, 2026 | Award | 1,500 | — | — | 3.1K | Form 4 ↗ |
Crain Jeanne H director | Apr 13, 2026 | Award | 1,500 | — | — | 7.1K | Form 4 ↗ |
WEBB THOMAS J director | Apr 13, 2026 | Award | 1,500 | — | — | 17.6K | Form 4 ↗ |
Rasche Steven P director | Apr 13, 2026 | Award | 1,900 | — | — | 2.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Otter Tail Corporation (OTTR) is primarily owned by institutional investors, who hold approximately 67.2% of total shares outstanding. Company insiders own approximately 2.05%, while retail and public investors account for the remaining 30.73%.
The largest institutional shareholder of Otter Tail Corporation is BLACKROCK, INC., holding approximately 6.36 million shares — equal to 15.19% of outstanding shares — as of September 30, 2025.
A total of 346 institutional investors currently hold OTTR stock, with a combined institutional value of approximately $2.31 billion as of the most recent 13F filing period.
Frequently asked questions
OTTR ownershipOtter Tail Corporation (OTTR) is primarily owned by institutional investors, who hold approximately 67.2% of shares. The largest shareholder is BLACKROCK, INC. with a 15.19% stake. Company insiders hold 2.05%. Data sourced from SEC Form 13F as of September 30, 2025.