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$OTTR
$89.64 -$0.83 (0.92%) Close

Ownership

13F as of Q2 2026 · 42.0M shares outstanding

Who owns OTTR?

By type of holder
Institutions 70.1% Insiders 2.6% Everyone else 27.4%
Concentration Top 10 holders own 44.0%
BlackRock, Inc. 15.6% · Vanguard Portfolio Management LLC 7.1%
Institutional ownership
70.1%
+0.4 pts vs last qtr
Institutional holders
362
+15 vs last qtr
Net shares bought
+182.2K
by institutions in Q2 2026
New / sold out
48 / 33
positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026
  • Morgan Stanley +230.9K
  • LSV Asset Management +143.5K

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Biggest sellers in Q2 2026
  • Goldman Sachs Group Inc −236.1K
  • Qube Research & Technologies Ltd −195.5K

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Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Otter Tail Corporation in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025
+8.7%
+0.94% a year
Each share's claim on the business
−8.0%
shrank without buying or selling a share
Spent on buybacks vs paid in stock
$9.71M vs $63.6M
over 10 fiscal years
Diluted shares, split-adjusted
37.6M40.1M42.5M2016: 38.7M shares'162017: 39.7M shares'172018: 39.9M shares'182019: 40.0M shares'192020: 40.9M shares'202021: 41.8M shares'212022: 41.9M shares'222023: 42.0M shares'232024: 42.1M shares'242025: 42.1M shares'25
Buybacks Stock-based comp
$0$4.8M$9.5M2016 buybacks: $104.0K2016 stock comp: $3.2M'162017 buybacks: $1.8M2017 stock comp: $3.6M'172018 buybacks: $3.0M2018 stock comp: $4.4M'182019 buybacks: $2.7M2019 stock comp: $6.0M'192020 buybacks: $2.1M2020 stock comp: $6.3M'202021 buybacks: $02021 stock comp: $6.9M'212022 buybacks: $02022 stock comp: $6.8M'222023 buybacks: $02023 stock comp: $7.8M'232024 buybacks: $02024 stock comp: $9.5M'242025 buybacks: $02025 stock comp: $9.1M'25

How patient are the owners?

Institutional shares by how long they've been held
5+ years78% 3–5 years6% 1–3 years14% Under 1 year2%
Quarterly turnover
5.8%
of institutional shares changed hands
Top 10 managers, median time held
5 years

Super Investors

Investment managers reporting OTTR on Form 13F
B
BlackRock, Inc.
Shares
6.6M
% of company
15.62%
Change vs last qtr
+133.2K (+2.1%)
Held since
≤2021
VP
Vanguard Portfolio Management LLC
Shares
3.0M
% of company
7.14%
Change vs last qtr
+49.1K (+1.7%)
Held since
≤2021

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Institutional Funds

Mutual funds and ETFs reporting OTTR on Form N-PORT; together they hold 39.5% of the company
IC
iShares Core S&P Small-Cap ETF
iShares Trust
Position value
$228M
% of company
6.02%
% of the fund
0.20%
As of
June 30, 2026
VT
Vanguard Total Stock Market Index Fund
Vanguard Index Funds
Position value
$120M
% of company
3.18%
% of the fund
0.01%
As of
June 30, 2026

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Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G
MC
Macfarlane Charles S
Insider
Shares
478.0K
% of company
1.14%
Change vs last qtr
—
Held since
—
EJ
Erickson John D
Insider
Shares
158.6K
% of company
0.38%
Change vs last qtr
—
Held since
—

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