Fund shareholders of Otter Tail Corp
ISIN US6896481032 · United States
- Fund shareholders
- 283
- Of which ETFs
- 78 205 other funds
- Value held
- ≈ 1.5B $ 1.4B $ · 229.6K €
- Share of capital
- 38.7 % of 42M shares on Jul 31, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 2,529,498 | 227.6M $ | 0.20 % | 6.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,336,455 | 120.3M $ | 0.01 % | 3.18 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 1,003,879 | 90.3M $ | 0.11 % | 2.39 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 963,651 | 86.7M $ | 0.05 % | 2.30 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 609,934 | 54.9M $ | 0.08 % | 1.45 % | as of Jun 30, 2026 ↗ |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 540,392 | 48.6M $ | 0.43 % | 1.29 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 481,289 | 43.3M $ | 0.04 % | 1.15 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 427,947 | 37.8M $ | 0.11 % | 1.02 % | as of Jul 31, 2026 ↗ |
| The Gabelli Utilities Fund Gabelli Utilities Fund | 386,600 | 34.8M $ | 1.97 % | 0.92 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 383,708 | 34.5M $ | 0.20 % | 0.91 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 369,337 | 33.2M $ | 0.23 % | 0.88 % | as of Jun 30, 2026 ↗ |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 281,486 | 25.3M $ | 0.22 % | 0.67 % | as of Jun 30, 2026 ↗ |
| VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND | 262,521 | 22.8M $ | 0.22 % | 0.63 % | as of May 31, 2026 ↗ |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 237,579 | 21M $ | 0.02 % | 0.57 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 225,432 | 19.9M $ | 0.10 % | 0.54 % | as of Jul 31, 2026 ↗ |
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 223,500 | 20.1M $ | 0.45 % | 0.53 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 216,824 | 18.8M $ | 0.04 % | 0.52 % | as of May 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 201,704 | 17.5M $ | 0.08 % | 0.48 % | as of May 31, 2026 ↗ |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 198,808 | 17.9M $ | 0.22 % | 0.47 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 198,040 | 17.2M $ | 0.10 % | 0.47 % | as of May 31, 2026 ↗ |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | 169,631 | 15.3M $ | 0.19 % | 0.40 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 158,019 | 14M $ | 0.18 % | 0.38 % | as of Jul 31, 2026 ↗ |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 153,958 | 13.6M $ | 0.01 % | 0.37 % | as of Jul 31, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 144,953 | 12.6M $ | 0.21 % | 0.35 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 139,112 | 12.3M $ | 0.08 % | 0.33 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 119,683 | 10.8M $ | 0.22 % | 0.29 % | as of Jun 30, 2026 ↗ |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 117,513 | 10.6M $ | 0.61 % | 0.28 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 105,496 | 9.5M $ | 0.18 % | 0.25 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 105,048 | 9.1M $ | 0.10 % | 0.25 % | as of May 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 100,970 | 9.1M $ | 0.01 % | 0.24 % | as of Jun 30, 2026 ↗ |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 98,912 | 8.7M $ | 0.39 % | 0.24 % | as of Jul 31, 2026 ↗ |
| Victory Market Neutral Income Fund Victory Portfolios II | 98,364 | 8.9M $ | 0.27 % | 0.23 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 94,760 | 8.4M $ | 0.11 % | 0.23 % | as of Jul 31, 2026 ↗ |
| Applied Finance Explorer Fund World Funds Trust | 91,945 | 8.1M $ | 0.77 % | 0.22 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 91,465 | 8.2M $ | 0.08 % | 0.22 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 91,106 | 8.2M $ | 0.38 % | 0.22 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 85,410 | 7.6M $ | 0.03 % | 0.20 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 79,592 | 6.9M $ | 0.01 % | 0.19 % | as of May 31, 2026 ↗ |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 75,779 | 6.8M $ | 0.24 % | 0.18 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 71,809 | 6.5M $ | 0.11 % | 0.17 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 69,364 | 6M $ | 0.92 % | 0.17 % | as of May 31, 2026 ↗ |
| JNL Small Cap Index Fund JNL Series Trust | 65,370 | 5.9M $ | 0.20 % | 0.16 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 64,344 | 5.6M $ | 0.01 % | 0.15 % | as of May 31, 2026 ↗ |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 62,943 | 5.7M $ | 0.43 % | 0.15 % | as of Jun 30, 2026 ↗ |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 62,556 | 5.4M $ | 0.21 % | 0.15 % | as of May 31, 2026 ↗ |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 59,272 | 5.3M $ | 0.28 % | 0.14 % | as of Jun 30, 2026 ↗ |
| Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST | 57,055 | 5M $ | 0.22 % | 0.14 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 54,730 | 4.9M $ | 0.23 % | 0.13 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 54,317 | 4.9M $ | 0.01 % | 0.13 % | as of Jun 30, 2026 ↗ |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 53,090 | 4.7M $ | 0.66 % | 0.13 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 52,789 | 4.6M $ | 0.16 % | 0.13 % | as of May 31, 2026 ↗ |
| Calvert Global Water Fund Calvert Impact Fund, Inc. | 52,089 | 4.7M $ | 0.83 % | 0.12 % | as of Jun 30, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 50,588 | 4.4M $ | 0.23 % | 0.12 % | as of May 31, 2026 ↗ |
| Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. | 50,309 | 4.4M $ | 1.55 % | 0.12 % | as of Jul 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 50,228 | 4.4M $ | 0.11 % | 0.12 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 49,471 | 4.4M $ | 0.01 % | 0.12 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 48,762 | 4.3M $ | 0.01 % | 0.12 % | as of Jul 31, 2026 ↗ |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 44,949 | 4M $ | 0.11 % | 0.11 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 44,316 | 3.9M $ | 0.01 % | 0.11 % | as of Jul 31, 2026 ↗ |
| FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 42,594 | 3.8M $ | 0.41 % | 0.10 % | as of Jul 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 42,550 | 3.8M $ | 0.10 % | 0.10 % | as of Jun 30, 2026 ↗ |
| VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II | 40,510 | 3.6M $ | 1.41 % | 0.10 % | as of Jun 30, 2026 ↗ |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 38,779 | 3.4M $ | 0.25 % | 0.09 % | as of Jul 31, 2026 ↗ |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 35,649 | 3.2M $ | 0.20 % | 0.08 % | as of Jun 30, 2026 ↗ |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 34,709 | 3.1M $ | 0.12 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 34,701 | 3.1M $ | 0.01 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Small Cap Value Fund Northern Funds | 31,940 | 2.9M $ | 0.42 % | 0.08 % | as of Jun 30, 2026 ↗ |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 31,200 | 2.8M $ | 0.33 % | 0.07 % | as of Jun 30, 2026 ↗ |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 30,932 | 2.7M $ | 0.20 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 30,371 | 2.7M $ | 0.12 % | 0.07 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 30,085 | 2.7M $ | 0.00 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 29,585 | 2.6M $ | 0.09 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 28,702 | 2.6M $ | 0.20 % | 0.07 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 28,642 | 2.5M $ | 0.06 % | 0.07 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 28,264 | 2.4M $ | 0.19 % | 0.07 % | as of May 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 27,867 | 2.5M $ | 0.10 % | 0.07 % | as of Jul 31, 2026 ↗ |
| First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 27,783 | 2.5M $ | 0.34 % | 0.07 % | as of Jun 30, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 27,581 | 2.5M $ | 0.11 % | 0.07 % | as of Jun 30, 2026 ↗ |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 27,569 | 2.5M $ | 0.20 % | 0.07 % | as of Jun 30, 2026 ↗ |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 27,402 | 2.5M $ | 0.22 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 25,883 | 2.2M $ | 0.01 % | 0.06 % | as of May 31, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 25,800 | 2.3M $ | 0.52 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 24,841 | 2.2M $ | 0.01 % | 0.06 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 24,109 | 2.2M $ | 0.30 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 23,894 | 2.1M $ | 0.00 % | 0.06 % | as of May 31, 2026 ↗ |
| Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 23,637 | 2M $ | 0.87 % | 0.06 % | as of May 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 23,225 | 2.1M $ | 0.11 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Harbor Mid Cap Value Fund HARBOR FUNDS | 23,100 | 2M $ | 0.44 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 22,797 | 2M $ | 0.01 % | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 22,745 | 2M $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 22,427 | 1.9M $ | 0.19 % | 0.05 % | as of May 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 20,360 | 1.8M $ | 0.01 % | 0.05 % | as of Jun 30, 2026 ↗ |
| ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 20,015 | 1.7M $ | 0.20 % | 0.05 % | as of May 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 19,780 | 1.8M $ | 0.11 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 19,700 | 1.8M $ | 0.09 % | 0.05 % | as of Jun 30, 2026 ↗ |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 19,695 | 1.7M $ | 0.21 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 19,650 | 1.8M $ | 0.19 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 18,724 | 1.7M $ | 0.11 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 17,533 | 1.5M $ | 0.01 % | 0.04 % | as of May 31, 2026 ↗ |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 16,955 | 1.5M $ | 0.53 % | 0.04 % | as of May 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II | 3.51 % | as of May 31, 2026 ↗ |
| Infrastructure Capital Small Cap Income ETF Series Portfolios Trust | 2.94 % | as of May 31, 2026 ↗ |
| The Gabelli Utilities Fund Gabelli Utilities Fund | 1.97 % | as of Jun 30, 2026 ↗ |
| TrueShares Eagle Global Renewable Energy Income ETF Elevation Series Trust | 1.89 % | as of Jun 30, 2026 ↗ |
| GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. | 1.75 % | as of Dec 31, 2025 ↗ |
| Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. | 1.55 % | as of Jul 31, 2026 ↗ |
| VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II | 1.41 % | as of Jun 30, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 1.23 % | as of Jun 30, 2026 ↗ |
| JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS | 1.03 % | as of Jun 30, 2026 ↗ |
| North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II | 1.03 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 282 | -10 | 16,228,056 | +1.5 % |
| 2026Q2 | 292 | -6 | 15,983,188 | +1.3 % |
| 2026Q1 | 298 | +8 | 15,775,608 | -4.0 % |
| 2025Q4 | 290 | +11 | 16,436,775 | +0.7 % |
| 2025Q3 | 279 | +6 | 16,319,686 | -3.0 % |
| 2025Q2 | 273 | +11 | 16,832,184 | +1.1 % |
| 2025Q1 | 262 | -18 | 16,643,730 | -1.1 % |
| 2024Q4 | 280 | -6 | 16,826,641 | +0.5 % |
| 2024Q3 | 286 | +11 | 16,746,120 | -0.2 % |
| 2024Q2 | 275 | +6 | 16,785,077 | -2.9 % |
| 2024Q1 | 269 | -11 | 17,294,450 | -2.3 % |
| 2023Q4 | 280 | 17,703,854 |
Institutional managers
336 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 6,424,374 | 563.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,569,348 | 137.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,054,887 | 92.6M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 1,042,913 | 91.5K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 815,241 | 71.6M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 662,934 | 58.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 654,434 | 57.4M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 606,504 | 53.2M $ | as of Mar 31, 2026 |
| Caisse de depot et placement du Quebec | 569,933 | 50M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 524,121 | 46M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 485,351 | 42.6M $ | as of Mar 31, 2026 |
| GABELLI FUNDS LLC | 467,200 | 41M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 432,012 | 37.9M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 399,426 | 35.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 350,608 | 30.8M $ | as of Mar 31, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 342,000 | 30M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 339,633 | 29.1M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 336,483 | 29.5M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 267,854 | 23.5M $ | as of Mar 31, 2026 |
| GAMCO INVESTORS, INC. ET AL | 264,800 | 23.2M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 252,376 | 22.2M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 231,889 | 20.4M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 225,173 | 19.8M $ | as of Mar 31, 2026 |
| Public Sector Pension Investment Board | 198,660 | 17.4M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 189,228 | 16.6M $ | as of Mar 31, 2026 |
Declared shareholders of Otter Tail Corp
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| STATE STREET CORPORATION | 5.10 % | 2,148,193 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Otter Tail Corp". https://titelia.com/en/stocks/otter-tail-corp-US6896481032