Comparable stake leader
VANGUARD CAPITAL MANAGEMENT LLC
SEC ownership of Otter Tail Corp
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001466593.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
30 Jun 2026
- Public ticker
- OTTR on Nasdaq
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
VANGUARD CAPITAL MANAGEMENT LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
VANGUARD CAPITAL MANAGEMENT LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001466593
- Issuer location
- Fergus Falls, MN
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Otter Tail Corp (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
VANGUARD CAPITAL MANAGEME...
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
30 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 5.2%
13D/G row: VANGUARD CAPITAL MANAGEMENT LLC
Showing 1-8 of 50 holder rows.
Quick read
VANGUARD CAPITAL MANAGEMENT LLC leads the comparable SEC ownership view at 5.2%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens VANGUARD CAPITAL MANAGEMENT LLC's linked filing trail.
Comparable ownership
Top 5
VANGUARD CAPITAL MANAGEMENT LLC
5.2%
STATE STREET CORP
5.1%
John D. Erickson
0.36%
Nathan I. Partain
0.19%
Johnson Kathryn O
0.07%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.2%
|
$192,045,452
2,178,374 shares
|
$0 | 31 Mar 2026 |
| STATE STREET CORP |
13D/G
13F
STATE STREET CORPORATION · Company
|
5.1%
|
$195,163,334
2,148,193 shares
|
$0 | 30 Jun 2026 |
| John D. Erickson |
3/4/5
Director
|
0.36%
|
$13,481,924
153,605 shares
|
— | 13 Apr 2026 |
| Nathan I. Partain |
3/4/5
Director
|
0.19%
|
$7,033,017
80,130 shares
|
— | 13 Apr 2026 |
| Johnson Kathryn O |
3/4/5
Director
|
0.07%
|
$2,585,092
29,453 shares
|
— | 13 Apr 2026 |
| Thomas J. Webb |
3/4/5
Director
|
0.04%
|
$1,544,753
17,600 shares
|
— | 13 Apr 2026 |
| Michael E. LeBeau |
3/4/5
Director
|
0.02%
|
$816,261
9,300 shares
|
— | 13 Apr 2026 |
| Jeanne H. Crain |
3/4/5
Director
|
0.02%
|
$620,622
7,071 shares
|
— | 13 Apr 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$394,044.
Buys
$0
Insiders: 0
Sells
$394,044
Insiders: 1
Net
-$394,044
Shares: -4,225
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 4,225
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 4,225 | $0 | $394,044 | -$394,044 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 21 reporting-owner rows connected to Otter Tail Corp. Open a relationship link for the CIK-to-CIK filing trail.
Rows
21
Largest Forms 3/4/5 holder
Charles S. Macfarlane
Net 12M change
-$394,044
Latest report
10 Aug 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Charles S. Macfarlane | President & CEO | $29,238,976 | Mixed | 10 Feb 2026 | ||
| John D. Erickson | Director | $13,481,924 | Mixed | 13 Apr 2026 | ||
| Kevin G. Moug | CFO & Sr VP | $10,418,627 | Mixed | 31 Dec 2023 | ||
| Nathan I. Partain | Director | $7,033,017 | Mixed | 13 Apr 2026 | ||
| Timothy J. Rogelstad | President | $5,780,538 | Mixed | 13 Apr 2026 | ||
| John S. Abbott | Sr VP, Manufacturing Platform | $4,961,525 | Mixed | 10 Feb 2026 | ||
| James B. Stake | Director | $3,990,358 | Mixed | 11 Apr 2022 | ||
| Karen Bohn | Director | $3,909,859 | Mixed | 17 Apr 2023 | ||
| Johnson Kathryn O | Director | $2,585,092 | Mixed | 13 Apr 2026 | ||
| Steven L. Fritze | Director | $2,301,883 | Mixed | 13 Apr 2025 | ||
| Smestad Jennifer O | SVP General Counsel & Corp Sec | $2,231,553 | Mixed | 13 Apr 2026 | ||
| Paul L. Knutson | VP, Human Resources | $1,937,076 | -$394,044 | -17% | Mixed | 10 Aug 2026 |
| Thomas J. Webb | Director | $1,544,753 | Mixed | 13 Apr 2026 | ||
| Timothy J. O'Keefe | Director | $1,404,905 | Mixed | 06 Dec 2021 | ||
| Todd R. Wahlund | Senior Vice President | $1,204,380 | Mixed | 13 Apr 2026 | ||
| Michael E. LeBeau | Director | $816,261 | Mixed | 13 Apr 2026 | ||
| Jeanne H. Crain | Director | $620,622 | Mixed | 13 Apr 2026 | ||
| Mary E. Ludford | Director | $620,622 | Mixed | 13 Apr 2026 | ||
| Tyler J. Nelson | VP, Chief Financial Officer | $452,454 | Mixed | 13 Apr 2026 | ||
| Steven P. Rasche | Director | $175,540 | Mixed | 13 Apr 2026 |
Recent insider transactions for Otter Tail Corp
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Paul L. Knutson | OTTR | Common Stock | Sale | -100% | $44,949 | $94.63 | -475 | 0 | 11 Aug 2026 | By daughter |
| Paul L. Knutson | OTTR | Common Stock | Sale | -100% | $23,210 | $92.84 | -250 | 0 | 10 Aug 2026 | By son |
| Paul L. Knutson | OTTR | Common Stock | Gift | 250 | 250 | 07 Aug 2026 | By son | |||
| Paul L. Knutson | OTTR | Common Stock | Gift | 475 | 475 | 07 Aug 2026 | By daughter | |||
| Paul L. Knutson | OTTR | Common Stock | Gift | -3.37% | -725 | 20,770 | 07 Aug 2026 | Direct | ||
| Paul L. Knutson | OTTR | Common Stock | Sale | -14% | $325,885 | $93.11 | -3,500 | 21,495 | 07 Aug 2026 | Direct |
| Todd R. Wahlund | OTTR | Restricted Stock Units | Award | 300 | 300 | 13 Apr 2026 | Direct | |||
| Timothy J. Rogelstad | OTTR | Restricted Stock Units | Award | 1,400 | 1,400 | 13 Apr 2026 | Direct | |||
| Smestad Jennifer O | OTTR | Restricted Stock Units | Award | 5,800 | 5,800 | 13 Apr 2026 | Direct | |||
| Tyler J. Nelson | OTTR | Restricted Stock Units | Award | 800 | 800 | 13 Apr 2026 | Direct | |||
| Johnson Kathryn O | OTTR | Common Stock | Award | 5.37% | 1,500 | 29,453 | 13 Apr 2026 | Direct | ||
| Mary E. Ludford | OTTR | Common Stock | Award | 26.9% | 1,500 | 7,071 | 13 Apr 2026 | Direct | ||
| John D. Erickson | OTTR | Common Stock | Award | 91.9% | 1,500 | 3,133 | 13 Apr 2026 | Direct | ||
| Jeanne H. Crain | OTTR | Common Stock | Award | 26.9% | 1,500 | 7,071 | 13 Apr 2026 | Direct | ||
| Thomas J. Webb | OTTR | Common Stock | Award | 9.32% | 1,500 | 17,600 | 13 Apr 2026 | Direct | ||
| Steven P. Rasche | OTTR | Common Stock | Award | 1900% | 1,900 | 2,000 | 13 Apr 2026 | Direct | ||
| Christopher B. Clark | OTTR | Common Stock | Award | 1,900 | 1,900 | 13 Apr 2026 | Direct | |||
| Michael E. LeBeau | OTTR | Common Stock | Award | 19.2% | 1,500 | 9,300 | 13 Apr 2026 | Direct | ||
| Nathan I. Partain | OTTR | Common Stock | Award | 22.3% | 2,000 | 10,969 | 13 Apr 2026 | Direct | ||
| Todd R. Wahlund | OTTR | Common Stock | Tax liability | -1.77% | -186 | 10,347 | 08 Apr 2026 | Direct | ||
| Todd R. Wahlund | OTTR | Common Stock | Options Exercise | 4.57% | 460 | 10,533 | 08 Apr 2026 | Direct | ||
| Todd R. Wahlund | OTTR | Restricted Stock Units | Options Exercise | -100% | -460 | 0 | 08 Apr 2026 | Direct | ||
| John S. Abbott | OTTR | Common Stock | Tax liability | -7.64% | -4,209 | 50,896 | 11 Feb 2026 | Direct | ||
| John S. Abbott | OTTR | Common Stock | Award | 18% | 8,400 | 55,105 | 11 Feb 2026 | Direct | ||
| Timothy J. Rogelstad | OTTR | Common Stock | Tax liability | -6.45% | -4,212 | 61,080 | 11 Feb 2026 | Direct | ||
| Timothy J. Rogelstad | OTTR | Common Stock | Award | 14.8% | 8,400 | 65,292 | 11 Feb 2026 | Direct | ||
| Charles S. Macfarlane | OTTR | Common Stock | Tax liability | -8.55% | -23,515 | 251,597 | 11 Feb 2026 | Direct | ||
| Charles S. Macfarlane | OTTR | Common Stock | Award | 21% | 47,700 | 275,112 | 11 Feb 2026 | Direct | ||
| Paul L. Knutson | OTTR | Common Stock | Tax liability | -5.99% | -1,592 | 24,983 | 11 Feb 2026 | Direct | ||
| Paul L. Knutson | OTTR | Common Stock | Award | 15.7% | 3,600 | 26,575 | 11 Feb 2026 | Direct | ||
| Smestad Jennifer O | OTTR | Common Stock | Tax liability | -13.7% | -3,031 | 19,137 | 11 Feb 2026 | Direct | ||
| Smestad Jennifer O | OTTR | Common Stock | Award | 37.1% | 6,000 | 22,168 | 11 Feb 2026 | Direct | ||
| John S. Abbott | OTTR | Restricted Stock Units | Award | 1,600 | 1,600 | 10 Feb 2026 | Direct | |||
| Timothy J. Rogelstad | OTTR | Restricted Stock Units | Award | 1,600 | 1,600 | 10 Feb 2026 | Direct | |||
| Charles S. Macfarlane | OTTR | Restricted Stock Units | Award | 9,400 | 9,400 | 10 Feb 2026 | Direct | |||
| Paul L. Knutson | OTTR | Restricted Stock Units | Award | 800 | 800 | 10 Feb 2026 | Direct | |||
| Smestad Jennifer O | OTTR | Restricted Stock Units | Award | 1,100 | 1,100 | 10 Feb 2026 | Direct | |||
| Todd R. Wahlund | OTTR | Restricted Stock Units | Award | 1,400 | 1,400 | 10 Feb 2026 | Direct | |||
| Todd R. Wahlund | OTTR | Common Stock | Tax liability | -1.17% | -119 | 10,029 | 06 Feb 2026 | Direct | ||
| Todd R. Wahlund | OTTR | Common Stock | Options Exercise | 7.13% | 675 | 10,148 | 06 Feb 2026 | Direct | ||
| Todd R. Wahlund | OTTR | Restricted Stock Units | Options Exercise | -52.9% | -675 | 600 | 06 Feb 2026 | Direct | ||
| Timothy J. Rogelstad | OTTR | Common Stock | Tax liability | -1.32% | -763 | 56,892 | 06 Feb 2026 | Direct | ||
| Timothy J. Rogelstad | OTTR | Common Stock | Options Exercise | 2.9% | 1,625 | 57,655 | 06 Feb 2026 | Direct | ||
| Timothy J. Rogelstad | OTTR | Restricted Stock Units | Options Exercise | -100% | -1,625 | 0 | 06 Feb 2026 | Direct | ||
| Charles S. Macfarlane | OTTR | Common Stock | Tax liability | -1.85% | -4,277 | 227,412 | 06 Feb 2026 | Direct | ||
| Charles S. Macfarlane | OTTR | Common Stock | Options Exercise | 4.1% | 9,125 | 231,689 | 06 Feb 2026 | Direct | ||
| Charles S. Macfarlane | OTTR | Restricted Stock Units | Options Exercise | -100% | -9,125 | 0 | 06 Feb 2026 | Direct | ||
| John S. Abbott | OTTR | Common Stock | Tax liability | -1.61% | -763 | 46,705 | 06 Feb 2026 | Direct | ||
| John S. Abbott | OTTR | Common Stock | Options Exercise | 3.54% | 1,625 | 47,468 | 06 Feb 2026 | Direct | ||
| John S. Abbott | OTTR | Restricted Stock Units | Options Exercise | -100% | -1,625 | 0 | 06 Feb 2026 | Direct |
* marks a reported price that did not pass the local price check.