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Outlook Therapeutics, Inc.

OTLK
Exchange
Nasdaq
Industry
Biological Products, (No Diagnostic Substances)
SEC CIK
0001649989

In the last 90 days, Outlook Therapeutics, Inc. insiders filed 4 open-market purchases and 0 sales; 68 institutions reported holding it in 13F filings for Q2 2026, worth $32.2M in total; no superinvestor holds it.

13F holders, Q2 2021

Institutional positions in Outlook Therapeutics, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
63
+14 vs. Q1 2021
Shares held
20.2M
+6.78M (+50.3%) vs. Q1 2021
Total value
$50.4M
+$20.1M (+66.4%) vs. Q1 2021
New holders
28
11 more added
Sold out
14
15 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting OTLK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 63 institutions
Q1 2021: 49 institutionsQ2 2021: 63 institutionsQ3 2021: 63 institutionsQ4 2021: 70 institutionsQ1 2022: 73 institutionsQ2 2022: 76 institutionsQ3 2022: 76 institutionsQ4 2022: 76 institutionsQ1 2023: 82 institutionsQ2 2023: 87 institutionsQ3 2023: 81 institutionsQ4 2023: 87 institutionsQ1 2024: 57 institutionsQ2 2024: 65 institutionsQ3 2024: 67 institutionsQ4 2024: 62 institutionsQ1 2025: 64 institutionsQ2 2025: 67 institutionsQ3 2025: 55 institutionsQ4 2025: 54 institutionsQ1 2026: 55 institutionsQ2 2026: 68 institutions
Value heldQ2 2021: $50.4M
Q1 2021: $30.3MQ2 2021: $50.4MQ3 2021: $46.0MQ4 2021: $32.6MQ1 2022: $45.3MQ2 2022: $25.3MQ3 2022: $29.3MQ4 2022: $29.6MQ1 2023: $29.8MQ2 2023: $51.1MQ3 2023: $6.11MQ4 2023: $11.8MQ1 2024: $90.0MQ2 2024: $62.7MQ3 2024: $44.8MQ4 2024: $8.60MQ1 2025: $8.65MQ2 2025: $9.57MQ3 2025: $4.33MQ4 2025: $10.8MQ1 2026: $2.21MQ2 2026: $32.2M
Institutions holding OTLK and their total value by quarter
QuarterHoldersValue
Q2 202668$32.2M
Q1 202655$2.21M
Q4 202554$10.8M
Q3 202555$4.33M
Q2 202567$9.57M
Q1 202564$8.65M
Q4 202462$8.60M
Q3 202467$44.8M
Q2 202465$62.7M
Q1 202457$90.0M
Q4 202387$11.8M
Q3 202381$6.11M
Q2 202387$51.1M
Q1 202382$29.8M
Q4 202276$29.6M
Q3 202276$29.3M
Q2 202276$25.3M
Q1 202273$45.3M
Q4 202170$32.6M
Q3 202163$46.0M
Q2 202163$50.4M
Q1 202149$30.3M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Outlook Therapeutics, Inc.; share changes are against Q1 2021.

Institutions holding OTLK in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.5,753,938$14.3M0.00%+4,011,401+230.2%Added
Vanguard Group Inc4,634,410$11.5M0.00%+469,128+11.3%Added
LVW Advisors, LLC1,743,633$4.34M0.77%00.0%Unchanged
Geode Capital Management, LLC1,516,087$3.77M0.00%+774,405+104.4%Added
State Street Corp1,342,514$3.34M0.00%+1,342,514New
Two Sigma Investments, LP890,672$2.22M0.01%−353,371−28.4%Reduced
Northern Trust Corp880,428$2.19M0.00%+706,934+407.5%Added
Two Sigma Advisers, LP695,800$1.73M0.00%+92,500+15.3%Added
AXA S.A.312,303$778.0K0.00%−101,691−24.6%Reduced
Lincoln National Corp253,300$631.0K0.01%+253,300New
Bank of New York Mellon Corp232,474$578.0K0.00%+137,289+144.2%Added
Charles Schwab Investment Management Inc220,066$548.0K0.00%+185,630+539.1%Added
Nuveen Asset Management, LLC187,652$468.0K0.00%+187,652New
IndexIQ Advisors LLC179,806$448.0K0.02%−4,305−2.3%Reduced
Jacobs Levy Equity Management, Inc178,498$444.0K0.00%00.0%Unchanged
Morgan Stanley124,644$311.0K0.00%+101,044+428.2%Added
California State Teachers Retirement System121,237$302.0K0.00%+121,237New
Citadel Advisors LLC76,338$191.0K0.00%−100,024−56.7%Reduced
New York State Common Retirement Fund75,000$187.0K0.00%+75,000New
Jane Street Group, LLC63,967$160.0K0.00%+63,967New
Advisor Group Holdings, Inc.63,855$158.0K0.00%−1,569−2.4%Reduced
Deutsche Bank AG51,992$129.0K0.00%+51,992New
American International Group, Inc.49,072$122.0K0.00%+49,072New
Royal Bank of Canada47,342$118.0K0.00%+41,342+689.0%Added
Rhumbline Advisers45,986$115.0K0.00%+45,986New
Voya Investment Management LLC36,020$90.0K0.00%+36,020New
AQR Capital Management LLC35,995$90.0K0.00%+35,995New
JPMorgan Chase & Co33,623$84.0K0.00%+33,623New
D. E. Shaw & Co., Inc.30,135$75.0K0.00%+30,135New
Walleye Capital LLC29,000$72.0K0.00%+29,000New
Invesco Ltd.23,456$58.0K0.00%+23,456New
Creative Planning23,000$57.0K0.00%−662−2.8%Reduced
Blair William & Co23,000$57.0K0.00%00.0%Unchanged
ProShare Advisors LLC22,719$57.0K0.00%+22,719New
STRS Ohio20,300$50.0K0.00%+20,300New
Barclays PLC17,021$42.0K0.00%+7,645+81.5%Added
Alliancebernstein L.P.17,000$42.0K0.00%+17,000New
Amalgamated Bank16,537$41.0K0.00%+16,537New
Victory Capital Management Inc14,498$36.0K0.00%−436−2.9%Reduced
Virtu Financial LLC14,146$35.0K0.00%−3,205−18.5%Reduced
Principal Financial Group Inc14,002$35.0K0.00%+14,002New
Oppenheimer & Co Inc13,600$34.0K0.00%+500+3.8%Added
Marshall Financial Group Inc11,875$30.0K0.01%00.0%Unchanged
Squarepoint Ops LLC11,200$28.0K0.00%−6,686−37.4%Reduced
Coastal Investment Advisors, Inc.11,000$27.0K0.01%−1,000−8.3%Reduced
XTX Topco Ltd10,871$27.0K0.01%+10,871New
Goldman Sachs Group Inc10,585$26.0K0.00%−75,693−87.7%Reduced
CNB Bank10,000$25.0K0.02%00.0%Unchanged
TrinityPoint Wealth, LLC10,000$25.0K0.01%+10,000New
Legal & General Group Plc9,262$23.0K0.00%+9,262New
Ameritas Investment Partners, Inc.6,867$17.0K0.00%+6,867New
Advisory Services Network, LLC6,055$15.0K0.00%+6,055New
UBS Group AG5,072$13.0K0.00%−1,778−26.0%Reduced
Citigroup Inc4,169$10.0K0.00%+4,169New
American Portfolios Advisors4,000$9.96K0.00%+4,000New
BNP Paribas Arbitrage, SA3,373$8.40K0.00%+3,373New
Jacobi Capital Management LLC3,000$7.00K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,791$4.00K0.00%−22,588−92.7%Reduced
Proequities, Inc.1,375$3.00K0.00%00.0%Unchanged
Harbour Investments, Inc.1,300$3.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC1,250$3.00K0.00%00.0%Unchanged
Bank of America Corp42$00.00%−9,958−99.6%Reduced
Wells Fargo & Company31$00.00%−585−95.0%Reduced
Renaissance Technologies LLC0$00.00%−832,558−100.0%Sold out
Millennium Management LLC0$00.00%−200,013−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−165,835−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−141,894−100.0%Sold out
Marshall Wace, LLP0$00.00%−80,821−100.0%Sold out
LMR Partners LLP0$00.00%−54,980−100.0%Sold out
HRT Financial LP0$00.00%−28,686−100.0%Sold out
GWM Advisors LLC0$00.00%−20,000−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−13,766−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−12,562−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−12,449−100.0%Sold out
Sciencast Management LP0$00.00%−12,300−100.0%Sold out
Jefferies Group LLC0$00.00%−11,200−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−1,000−100.0%Sold out