Who Owns Otter Tail Stock?
NASDAQ: OTTRUtilitiesElectric Utilities: CentralUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 79.00%
- Held by insiders
- 2.08%
- Institutional holders
- 464
- Institutions 79.0%
- Insiders 2.1%
- Public and other 18.9%
Who owns Otter Tail stock?
Institutional investors own about 79.0% of Otter Tail's shares, spread across 464 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 2.08% of OTTR.
The largest institutional holders are Blackrock Inc. (15.62%), Vanguard Portfolio Management LLC (7.14%) and Vanguard Capital Management LLC (4.50%). Together, the top 10 institutions control 44.0% of shares outstanding. In their latest filings, 10 of the top 10 institutions increased their OTTR positions and 0 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of OTTR
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 6.56M | 15.62% | +2.1% |
| Vanguard Portfolio Management LLC | 3.00M | 7.14% | +1.7% |
| Vanguard Capital Management LLC | 1.89M | 4.50% | +1.4% |
| State Street Corporation | 1.65M | 3.92% | +4.9% |
| LSV Asset Management | 1.19M | 2.83% | +13.8% |
| Geode Capital Management, LLC | 1.11M | 2.65% | +5.5% |
| Morgan Stanley | 885.38K | 2.11% | +35.3% |
| Dimensional Fund Advisors LP | 828.02K | 1.97% | +1.6% |
| Two Sigma Investments, LP | 725.77K | 1.73% | +9.5% |
| First Trust Advisors LP | 637.04K | 1.52% | +5.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of OTTR
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 2.56M | 6.09% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.34M | 3.18% |
| iShares Trust-iShares Russell 2000 ETF | 993.52K | 2.37% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 963.65K | 2.30% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 609.93K | 1.45% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | 549.17K | 1.31% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 481.29K | 1.15% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 427.95K | 1.02% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | 394.84K | 0.94% |
| Gabelli Utilities Fund-The Gabelli Utilities Fund | 386.60K | 0.92% |
Frequently asked questions
Who is the largest shareholder of Otter Tail?
Blackrock Inc. is the largest institutional shareholder of OTTR, owning 15.62% of shares outstanding (6.56M shares) as of its latest 13F filing.
What percentage of Otter Tail is owned by institutions?
Institutions own about 79.0% of OTTR shares and 80.7% of the public float.
How much of Otter Tail do insiders own?
Insiders, such as officers and directors, own about 2.08% of OTTR shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.