Otter Tail
Runs an Upper Midwest electric utility alongside metal fabrication and PVC pipe businesses.
$90.55
After-hours close−0.31 (−0.34%)
At close$90.86(−0.89%)
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Breakdown13F · Form 4
Institutions 80.52%33.81M sharesInsiders 1.28%537.2K sharesOther 18.20%7.64M shares
Shares outstanding 41.98M · Float 41.12M · 98.0% free float
Institutions13F, as of Jun 30, 2026
366 holders · 33.81M shares · 51 new positions · 194 increased · 101 reduced · 34 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 6.56M | 15.62% | +133.2K | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 3.00M | 7.14% | +49.1K | Aug 13, 2026 |
| Vanguard Capital Management LLC | 1.89M | 4.50% | +25.5K | Aug 13, 2026 |
| State Street Corp | 1.65M | 3.92% | +76.4K | Aug 7, 2026 |
| LSV Asset Management | 1.19M | 2.83% | +143.5K | Aug 6, 2026 |
| Geode Capital Management, LLC | 1.11M | 2.65% | +58.0K | Aug 12, 2026 |
| Morgan Stanley | 885.4K | 2.11% | +230.9K | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 828.0K | 1.97% | +12.8K | Aug 11, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Cascade Investment, L.L.C.incl. William H. Gates III | 7.10% | 2.97M | 13D/A | Oct 3, 2024 ↗ |
| Vanguard Portfolio Management | 7.06% | 2.96M | 13G | Apr 29, 2026 ↗ |
| Vanguard Capital Management | 5.19% | 2.18M | 13G | Apr 30, 2026 ↗ |
| State Street Corporation | 5.10% | 2.15M | 13G | Aug 7, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Charles S. Macfarlane | officer: President & CEO | 251.6K | 0.60% | Feb 12, 2026 |
| Timothy J. Rogelstad | officer: Sr VP, Electric Platform | 61.1K | 0.15% | Feb 12, 2026 |
| John S. Abbott | officer: Sr VP, Manufacturing Platform | 50.9K | 0.12% | Feb 12, 2026 |
| Steven L. Fritze | director | 30.5K | 0.07% | Apr 14, 2025 |
| Kathryn O. Johnson | director | 29.5K | 0.07% | Apr 14, 2026 |
| Paul L. Knutson | officer: VP, Human Resources | 20.8K | 0.05% | Aug 12, 2026 |
| Jennifer O. Smestad | officer: VP, General Council & Corp Sec | 19.1K | 0.05% | Feb 12, 2026 |
| Thomas J. Webb | director | 17.6K | 0.04% | Apr 14, 2026 |
| Nathan I. Partain | director | 11.0K | 0.03% | Apr 14, 2026 |
| Todd R. Wahlund | officer: Chief Financial Officer | 10.3K | 0.02% | Apr 9, 2026 |
13 people have not refiled in the last 18 months (539.7K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 11, 2026 | Paul L. Knutsonofficer: VP, Human Resources | Sale | 475 | $94.63 | 0 |
| Aug 10, 2026 | Paul L. Knutsonofficer: VP, Human Resources | Sale | 250 | $92.84 | 0 |
| Aug 7, 2026 | Paul L. Knutsonofficer: VP, Human Resources | Sale | 3,500 | $93.11 | 21,495 |
CongressHouse and Senate disclosures
Not reported.