Fund shareholders of Otter Tail Corp
ISIN US6896481032 · United States
- Fund shareholders
- 293
- Of which ETFs
- 80 213 other funds
- Value held
- ≈ 1.4B $ 1.4B $ · 229.6K €
- Share of capital
- 38.1 % 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 | 2,516,278 | 220.9M $ | 0.24 % | 5.99 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,328,195 | 116.6M $ | 0.01 % | 3.16 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 967,098 | 84.9M $ | 0.05 % | 2.30 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 947,569 | 83.2M $ | 0.12 % | 2.26 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 616,007 | 54.1M $ | 0.09 % | 1.47 % | as of Mar 31, 2026 ↗ |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 513,935 | 45.1M $ | 0.45 % | 1.22 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 467,115 | 41M $ | 0.05 % | 1.11 % | as of Mar 31, 2026 ↗ |
| The Gabelli Utilities Fund Gabelli Utilities Fund | 391,600 | 34.4M $ | 1.94 % | 0.93 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 381,716 | 34.1M $ | 0.10 % | 0.91 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 379,325 | 33.3M $ | 0.24 % | 0.90 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 309,365 | 27.2M $ | 0.22 % | 0.74 % | as of Mar 31, 2026 ↗ |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 281,486 | 24.7M $ | 0.26 % | 0.67 % | as of Mar 31, 2026 ↗ |
| VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND | 256,679 | 21.8M $ | 0.20 % | 0.61 % | as of Feb 28, 2026 ↗ |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 235,221 | 21M $ | 0.02 % | 0.56 % | as of Apr 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 225,432 | 20.1M $ | 0.11 % | 0.54 % | as of Apr 30, 2026 ↗ |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 225,018 | 19.7M $ | 0.26 % | 0.54 % | as of Mar 31, 2026 ↗ |
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 224,000 | 19.7M $ | 0.50 % | 0.53 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 217,677 | 18.5M $ | 0.05 % | 0.52 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 203,646 | 17.3M $ | 0.08 % | 0.49 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 191,025 | 16.3M $ | 0.11 % | 0.45 % | as of Feb 28, 2026 ↗ |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | 162,699 | 14.3M $ | 0.22 % | 0.39 % | as of Mar 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 158,019 | 14.1M $ | 0.19 % | 0.38 % | as of Apr 30, 2026 ↗ |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 150,060 | 13.4M $ | 0.01 % | 0.36 % | as of Apr 30, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 143,529 | 12.2M $ | 0.23 % | 0.34 % | as of Feb 28, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 131,990 | 11.2M $ | 0.11 % | 0.31 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 127,338 | 11.4M $ | 0.08 % | 0.30 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 120,661 | 10.6M $ | 0.26 % | 0.29 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 99,518 | 8.7M $ | 0.22 % | 0.24 % | as of Mar 31, 2026 ↗ |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 98,912 | 8.8M $ | 0.47 % | 0.24 % | as of Apr 30, 2026 ↗ |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 97,709 | 8.6M $ | 0.61 % | 0.23 % | as of Mar 31, 2026 ↗ |
| Victory Market Neutral Income Fund Victory Portfolios II | 94,013 | 8.3M $ | 0.28 % | 0.22 % | as of Mar 31, 2026 ↗ |
| Applied Finance Explorer Fund World Funds Trust | 91,945 | 8.2M $ | 0.83 % | 0.22 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 91,465 | 8M $ | 0.09 % | 0.22 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 90,983 | 8M $ | 0.41 % | 0.22 % | as of Mar 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 84,470 | 7.5M $ | 0.10 % | 0.20 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 82,869 | 7.4M $ | 0.66 % | 0.20 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 77,629 | 6.6M $ | 0.01 % | 0.18 % | as of Feb 28, 2026 ↗ |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 72,770 | 6.4M $ | 0.27 % | 0.17 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 72,657 | 6.2M $ | 0.94 % | 0.17 % | as of Feb 28, 2026 ↗ |
| Invesco S&P Global Water Index ETF Invesco Exchange-Traded Fund Trust II | 69,350 | 6.2M $ | 0.60 % | 0.17 % | as of Apr 30, 2026 ↗ |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 67,523 | 5.9M $ | 0.52 % | 0.16 % | as of Mar 31, 2026 ↗ |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 66,703 | 5.7M $ | 0.22 % | 0.16 % | as of Feb 28, 2026 ↗ |
| JNL Small Cap Index Fund JNL Series Trust | 64,656 | 5.7M $ | 0.24 % | 0.15 % | as of Mar 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 63,074 | 5.5M $ | 0.11 % | 0.15 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 62,588 | 5.3M $ | 0.01 % | 0.15 % | as of Feb 28, 2026 ↗ |
| Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST | 57,693 | 5.1M $ | 0.21 % | 0.14 % | as of Apr 30, 2026 ↗ |
| Calvert Global Water Fund Calvert Impact Fund, Inc. | 56,685 | 5M $ | 0.92 % | 0.14 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 54,072 | 4.7M $ | 0.33 % | 0.13 % | as of Mar 31, 2026 ↗ |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 53,090 | 4.7M $ | 0.73 % | 0.13 % | as of Apr 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 52,957 | 4.6M $ | 0.01 % | 0.13 % | as of Mar 31, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 50,701 | 4.3M $ | 0.25 % | 0.12 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 49,471 | 4.4M $ | 0.01 % | 0.12 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 48,762 | 4.4M $ | 0.01 % | 0.12 % | as of Apr 30, 2026 ↗ |
| Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. | 48,364 | 4.3M $ | 1.52 % | 0.12 % | as of Apr 30, 2026 ↗ |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 47,450 | 4.2M $ | 0.11 % | 0.11 % | as of Apr 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 46,346 | 4.1M $ | 0.10 % | 0.11 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 44,524 | 3.9M $ | 0.22 % | 0.11 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 44,316 | 4M $ | 0.01 % | 0.11 % | as of Apr 30, 2026 ↗ |
| VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II | 41,917 | 3.7M $ | 1.45 % | 0.10 % | as of Mar 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 40,452 | 3.6M $ | 0.10 % | 0.10 % | as of Mar 31, 2026 ↗ |
| FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 39,558 | 3.5M $ | 0.42 % | 0.09 % | as of Apr 30, 2026 ↗ |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 35,649 | 3.1M $ | 0.23 % | 0.08 % | as of Mar 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 34,701 | 3.1M $ | 0.01 % | 0.08 % | as of Apr 30, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 34,180 | 3M $ | 0.00 % | 0.08 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 34,155 | 2.9M $ | 0.12 % | 0.08 % | as of Feb 28, 2026 ↗ |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 33,620 | 3M $ | 0.13 % | 0.08 % | as of Apr 30, 2026 ↗ |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 32,940 | 2.9M $ | 0.22 % | 0.08 % | as of Apr 30, 2026 ↗ |
| Small Cap Value Fund Northern Funds | 31,940 | 2.8M $ | 0.45 % | 0.08 % | as of Mar 31, 2026 ↗ |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 31,640 | 2.8M $ | 0.23 % | 0.08 % | as of Apr 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 31,088 | 2.8M $ | 0.10 % | 0.07 % | as of Apr 30, 2026 ↗ |
| First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 30,884 | 2.7M $ | 0.37 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 29,848 | 2.6M $ | 0.24 % | 0.07 % | as of Mar 31, 2026 ↗ |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 29,381 | 2.6M $ | 0.28 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 28,247 | 2.5M $ | 0.14 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 28,030 | 2.5M $ | 0.11 % | 0.07 % | as of Apr 30, 2026 ↗ |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 27,972 | 2.5M $ | 0.24 % | 0.07 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 27,300 | 2.4M $ | 0.59 % | 0.07 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 26,721 | 2.4M $ | 0.00 % | 0.06 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 26,497 | 2.3M $ | 0.20 % | 0.06 % | as of Feb 28, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 26,169 | 2.3M $ | 0.06 % | 0.06 % | as of Apr 30, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 25,481 | 2.2M $ | 0.11 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 25,206 | 2.2M $ | 0.31 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 24,891 | 2.1M $ | 0.01 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 24,843 | 2.1M $ | 0.88 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 24,841 | 2.2M $ | 0.01 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Small-Cap Value Fund Bridgeway Funds, Inc. | 24,800 | 2.2M $ | 0.71 % | 0.06 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 24,674 | 2.2M $ | 0.34 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 23,894 | 2M $ | 0.01 % | 0.06 % | as of Feb 28, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 23,573 | 2.1M $ | 0.23 % | 0.06 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 23,334 | 2M $ | 0.00 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Harbor Mid Cap Value Fund HARBOR FUNDS | 23,100 | 2.1M $ | 0.49 % | 0.06 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 22,269 | 2M $ | 0.02 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 21,635 | 1.9M $ | 0.01 % | 0.05 % | as of Apr 30, 2026 ↗ |
| ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 21,201 | 1.8M $ | 0.19 % | 0.05 % | as of Feb 28, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 21,049 | 1.8M $ | 0.20 % | 0.05 % | as of Feb 28, 2026 ↗ |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 20,883 | 1.9M $ | 0.22 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 19,650 | 1.7M $ | 0.21 % | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 19,523 | 1.7M $ | 0.01 % | 0.05 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 19,325 | 1.7M $ | 0.11 % | 0.05 % | as of Mar 31, 2026 ↗ |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 18,140 | 1.6M $ | 0.51 % | 0.04 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II | 4.23 % | as of Feb 28, 2026 ↗ |
| Infrastructure Capital Small Cap Income ETF Series Portfolios Trust | 2.98 % | as of Feb 28, 2026 ↗ |
| The Gabelli Utilities Fund Gabelli Utilities Fund | 1.94 % | as of Mar 31, 2026 ↗ |
| Invesco Dorsey Wright Utilities Momentum ETF Invesco Exchange-Traded Fund Trust | 1.92 % | as of Apr 30, 2026 ↗ |
| TrueShares Eagle Global Renewable Energy Income ETF Elevation Series Trust | 1.83 % | as of Mar 31, 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. | 1.52 % | as of Apr 30, 2026 ↗ |
| VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II | 1.45 % | as of Mar 31, 2026 ↗ |
| JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS | 1.18 % | as of Mar 31, 2026 ↗ |
| North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II | 1.04 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 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 25 largest follow.
| 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
2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 7.06 % | 2,963,293 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.19 % | 2,178,374 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Otter Tail Corp". https://titelia.com/en/stocks/otter-tail-corp-US6896481032