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 | |
|---|---|---|---|---|---|
| Small Cap Index Fund Northern Funds | 17,951 | 1.6M $ | 0.11 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 17,471 | 1.5M $ | 0.09 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Invesco Dorsey Wright Utilities Momentum ETF Invesco Exchange-Traded Fund Trust | 16,849 | 1.5M $ | 1.92 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 16,691 | 1.5M $ | 0.10 % | 0.04 % | as of Apr 30, 2026 ↗ |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 16,569 | 1.5M $ | 0.25 % | 0.04 % | as of Apr 30, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 15,989 | 1.4M $ | 0.19 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 15,497 | 1.3M $ | 0.11 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 15,071 | 1.3M $ | 0.01 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 14,776 | 1.3M $ | 0.05 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 14,676 | 1.3M $ | 0.24 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Small Cap Value Fund VALIC Co I | 14,643 | 1.2M $ | 0.49 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 14,337 | 1.3M $ | 0.24 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 13,551 | 1.2M $ | 0.01 % | 0.03 % | as of Feb 28, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 13,476 | 1.2M $ | 0.05 % | 0.03 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 13,143 | 1.2M $ | 0.06 % | 0.03 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 12,880 | 1.1M $ | 0.06 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds | 12,857 | 1.1M $ | 0.75 % | 0.03 % | as of Mar 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 12,383 | 1.1M $ | 0.11 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 12,359 | 1.1M $ | 0.36 % | 0.03 % | as of Mar 31, 2026 ↗ |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 12,347 | 1.1M $ | 0.16 % | 0.03 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 11,870 | 1.1M $ | 0.09 % | 0.03 % | as of Apr 30, 2026 ↗ |
| North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II | 11,600 | 987.2K $ | 1.04 % | 0.03 % | as of Feb 28, 2026 ↗ |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 11,595 | 1M $ | 0.24 % | 0.03 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 11,479 | 1M $ | 0.10 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 11,213 | 1M $ | 0.01 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 10,900 | 927.6K $ | 0.00 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 10,865 | 924.6K $ | 0.60 % | 0.03 % | as of Feb 28, 2026 ↗ |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 10,800 | 947.9K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 10,699 | 939.1K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS | 10,564 | 927.2K $ | 1.18 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 9,971 | 875.2K $ | 0.11 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 9,400 | 799.9K $ | 0.07 % | 0.02 % | as of Feb 28, 2026 ↗ |
| ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST | 9,257 | 787.8K $ | 0.40 % | 0.02 % | as of Feb 28, 2026 ↗ |
| The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc | 9,100 | 798.7K $ | 0.04 % | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 8,748 | 780.7K $ | 0.12 % | 0.02 % | as of Apr 30, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 8,589 | 753.9K $ | 0.39 % | 0.02 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 8,414 | 738.5K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 8,008 | 714.6K $ | 0.04 % | 0.02 % | as of Apr 30, 2026 ↗ |
| iShares US Small Cap Value Factor ETF iShares Trust | 7,860 | 689.9K $ | 0.41 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 7,683 | 653.8K $ | 0.07 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 7,631 | 681K $ | 0.01 % | 0.02 % | as of Apr 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 7,586 | 665.8K $ | 0.11 % | 0.02 % | as of Mar 31, 2026 ↗ |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 7,281 | 649.8K $ | 0.35 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II | 7,010 | 596.6K $ | 4.23 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 6,993 | 613.8K $ | 0.11 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Virtus Small-Cap Fund Virtus Investment Trust | 6,854 | 601.6K $ | 0.57 % | 0.02 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 6,846 | 600.9K $ | 0.08 % | 0.02 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,824 | 598.9K $ | 0.06 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 6,820 | 580.4K $ | 0.26 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Infrastructure Capital Small Cap Income ETF Series Portfolios Trust | 6,794 | 578.2K $ | 2.98 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 6,587 | 578.1K $ | 0.17 % | 0.02 % | as of Mar 31, 2026 ↗ |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,460 | 567K $ | 0.28 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 6,326 | 564.5K $ | 0.14 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 6,288 | 535.1K $ | 0.72 % | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 6,210 | 554.2K $ | 0.04 % | 0.01 % | as of Apr 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,746 | 489K $ | 0.04 % | 0.01 % | as of Feb 28, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,510 | 468.9K $ | 0.25 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Tortoise Global Water Fund Tortoise Capital Series Trust | 5,481 | 466.4K $ | 0.78 % | 0.01 % | as of Feb 28, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 5,399 | 473.9K $ | 0.11 % | 0.01 % | as of Mar 31, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 5,397 | 473.7K $ | 0.11 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust | 5,247 | 460.5K $ | 0.39 % | 0.01 % | as of Mar 31, 2026 ↗ |
| DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II | 5,243 | 460.2K $ | 0.55 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 5,113 | 448.8K $ | 0.65 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 4,828 | 423.8K $ | 0.30 % | 0.01 % | as of Mar 31, 2026 ↗ |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 4,796 | 420.9K $ | 0.24 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 4,766 | 418.3K $ | 0.12 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 4,755 | 417.3K $ | 0.22 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 4,606 | 404.3K $ | 0.11 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 4,597 | 403.5K $ | 0.13 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 4,406 | 386.7K $ | 0.06 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 4,370 | 390K $ | 0.05 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 4,300 | 377.4K $ | 0.07 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 4,272 | 375K $ | 0.11 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 4,236 | 371.8K $ | 0.13 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 4,158 | 371.1K $ | 0.10 % | 0.01 % | as of Apr 30, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 4,073 | 357.5K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 4,069 | 346.3K $ | 0.13 % | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 3,834 | 336.5K $ | 0.28 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 3,795 | 323K $ | 0.26 % | 0.01 % | as of Feb 28, 2026 ↗ |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 3,587 | 314.8K $ | 0.12 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,345 | 293.6K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 3,222 | 282.8K $ | 0.11 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 3,181 | 279.2K $ | 0.57 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,147 | 267.8K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 3,124 | 274.2K $ | 0.22 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 3,100 | 272.1K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 3,056 | 272.7K $ | 0.10 % | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 3,000 | 255.3K $ | 0.03 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,890 | 253.7K $ | 0.11 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 2,862 | 251.2K $ | 0.09 % | 0.01 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 2,832 | 248.6K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,813 | 246.9K $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 2,811 | 246.7K $ | 0.07 % | 0.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,734 | 240K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,685 | 235.7K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 2,590 | 227.3K $ | 0.18 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,546 | 227.2K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 2,545 | 223.4K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 2,514 | 224.3K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,435 | 213.7K $ | 0.11 % | 0.01 % | 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 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 | 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| 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 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 are 2 beneficial ownership filings. 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 | |
|---|---|---|---|
| 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