Skip to main content

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, Q4 2021

Institutional positions in Outlook Therapeutics, Inc. as of Dec 31, 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
70
+7 vs. Q3 2021
Shares held
24.0M
+2.80M (+13.2%) vs. Q3 2021
Total value
$32.6M
−$13.4M (−29.2%) vs. Q3 2021
New holders
14
21 more added
Sold out
7
21 more reduced

Compare with Q3 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 holdersQ4 2021: 70 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 heldQ4 2021: $32.6M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Outlook Therapeutics, Inc.; share changes are against Q3 2021.

Institutions holding OTLK in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc5,967,249$8.12M0.00%+1,227,070+25.9%Added
BlackRock Inc.5,918,760$8.05M0.00%+80,148+1.4%Added
LVW Advisors, LLC1,743,633$2.37M0.40%00.0%Unchanged
State Street Corp1,567,757$2.13M0.00%+3,077+0.2%Added
Geode Capital Management, LLC1,533,824$2.09M0.00%−18,614−1.2%Reduced
Renaissance Technologies LLC1,164,293$1.58M0.00%+909,512+357.0%Added
Two Sigma Advisers, LP891,000$1.21M0.00%+581,100+187.5%Added
Northern Trust Corp817,545$1.11M0.00%−17,774−2.1%Reduced
Two Sigma Investments, LP770,144$1.05M0.00%+498,610+183.6%Added
Millennium Management LLC504,061$686.0K0.00%−456,198−47.5%Reduced
Bank of New York Mellon Corp290,805$395.0K0.00%+4,924+1.7%Added
Nuveen Asset Management, LLC231,154$308.0K0.00%−28,557−11.0%Reduced
Charles Schwab Investment Management Inc220,066$300.0K0.00%00.0%Unchanged
Gsa Capital Partners LLP210,042$286.0K0.04%+210,042New
IndexIQ Advisors LLC187,692$255.0K0.01%−12,130−6.1%Reduced
Marshall Wace, LLP153,565$209.0K0.00%+153,565New
Bank of America Corp121,238$165.0K0.00%+116,391+2,401.3%Added
Jacobs Levy Equity Management, Inc117,002$159.0K0.00%−61,496−34.5%Reduced
Goldman Sachs Group Inc111,324$152.0K0.00%−39,786−26.3%Reduced
Barclays PLC108,102$147.0K0.00%+71,706+197.0%Added
Lincoln National Corp103,300$140.0K0.00%−150,000−59.2%Reduced
Wells Fargo & Company78,160$107.0K0.00%+71,129+1,011.6%Added
Citadel Advisors LLC77,787$106.0K0.00%−46,713−37.5%Reduced
AQR Capital Management LLC70,352$96.0K0.00%+1,320+1.9%Added
Deutsche Bank AG61,794$84.0K0.00%+10,565+20.6%Added
California State Teachers Retirement System50,626$69.0K0.00%+3,539+7.5%Added
Rhumbline Advisers47,930$65.0K0.00%−2,069−4.1%Reduced
American International Group, Inc.47,329$64.0K0.00%−1,417−2.9%Reduced
Morgan Stanley40,200$55.0K0.00%−194,727−82.9%Reduced
Principal Financial Group Inc36,686$50.0K0.00%+17,661+92.8%Added
Envestnet Asset Management Inc36,461$50.0K0.00%+36,461New
New York State Common Retirement Fund35,737$49.0K0.00%−147−0.4%Reduced
JPMorgan Chase & Co34,476$47.0K0.00%−11,345−24.8%Reduced
Terry L. Blaker34,044$46.0K0.00%+34,044New
Voya Investment Management LLC32,900$45.0K0.00%−3,120−8.7%Reduced
UBS Group AG31,889$43.0K0.00%+31,889New
Susquehanna Fundamental Investments, LLC30,647$42.0K0.00%−80,453−72.4%Reduced
Invesco Ltd.30,732$42.0K0.00%−600−1.9%Reduced
Advisor Group Holdings, Inc.29,182$40.0K0.00%−1,064−3.5%Reduced
KWB Wealth27,284$37.0K0.01%+27,284New
STRS Ohio27,000$36.0K0.00%00.0%Unchanged
SG Americas Securities, LLC25,235$34.0K0.00%−19,593−43.7%Reduced
Tower Research Capital LLC (TRC)23,950$33.0K0.00%+4,672+24.2%Added
Blair William & Co23,000$31.0K0.00%00.0%Unchanged
Creative Planning23,000$31.0K0.00%00.0%Unchanged
Citigroup Inc22,943$31.0K0.00%+11,498+100.5%Added
Oppenheimer & Co Inc22,100$30.0K0.00%+9,200+71.3%Added
Royal Bank of Canada20,537$28.0K0.00%+9,718+89.8%Added
Alamar Capital Management, LLC20,000$27.0K0.02%+20,000New
ProShare Advisors LLC19,461$26.0K0.00%+8,050+70.5%Added
BNP Paribas Arbitrage, SA19,061$25.9K0.00%+3,022+18.8%Added
Victory Capital Management Inc17,709$24.0K0.00%+3,907+28.3%Added
Amalgamated Bank15,715$21.0K0.00%−365−2.3%Reduced
Endurance Wealth Management, Inc.15,000$20.0K0.00%00.0%Unchanged
PVG Asset Management Corp13,225$18.0K0.07%+13,225New
Marshall Financial Group Inc11,875$16.0K0.01%00.0%Unchanged
Coastal Investment Advisors, Inc.11,000$15.0K0.00%−5,000−31.3%Reduced
CNB Bank10,000$14.0K0.01%00.0%Unchanged
Transcend Wealth Collective, LLC10,000$14.0K0.00%+10,000New
Legal & General Group Plc9,262$13.0K0.00%00.0%Unchanged
H. L. Ormond & Company, LLC10,000$13.0K0.02%+10,000New
Aquatic Capital Management LLC9,100$12.0K0.02%+9,100New
Ameritas Investment Partners, Inc.6,867$9.00K0.00%00.0%Unchanged
American Portfolios Advisors4,000$5.44K0.00%00.0%Unchanged
Gables Capital Management Inc.3,500$5.00K0.00%+3,500New
Proequities, Inc.1,375$2.00K0.00%00.0%Unchanged
Harbour Investments, Inc.1,300$2.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC1,250$2.00K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC1,000$1.00K0.00%+1,000New
FMR LLC89$00.00%+89New
AXA S.A.0$00.00%−145,013−100.0%Sold out
Walleye Capital LLC0$00.00%−47,557−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−21,522−100.0%Sold out
Infrastructure Capital Advisors, LLC0$00.00%−17,300−100.0%Sold out
Walleye Trading LLC0$00.00%−15,071−100.0%Sold out
Squarepoint Ops LLC0$00.00%−11,300−100.0%Sold out
Jacobi Capital Management LLC0$00.00%−3,000−100.0%Sold out