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 2022

Institutional positions in Outlook Therapeutics, Inc. as of Dec 31, 2022. 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
76
+1 vs. Q3 2022
Shares held
27.4M
+3.44M (+14.3%) vs. Q3 2022
Total value
$29.6M
+$355.1K (+1.2%) vs. Q3 2022
New holders
9
24 more added
Sold out
8
21 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 76 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 2022: $29.6M
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 2022

Shares, value and share of portfolio for each institution holding Outlook Therapeutics, Inc.; share changes are against Q3 2022.

Institutions holding OTLK in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.7,045,992$7.61M0.00%+189,497+2.8%Added
Vanguard Group Inc5,662,661$6.12M0.00%+45,255+0.8%Added
Altium Capital Management LP3,327,404$3.59M1.84%+3,327,404New
Geode Capital Management, LLC2,062,198$2.23M0.00%−1,501−0.1%Reduced
State Street Corp1,919,689$2.07M0.00%−29,380−1.5%Reduced
LVW Advisors, LLC1,733,633$1.87M0.39%00.0%Unchanged
Northern Trust Corp946,196$1.02M0.00%−30,148−3.1%Reduced
Nuveen Asset Management, LLC806,384$871.0K0.00%−28,881−3.5%Reduced
Bank of New York Mellon Corp357,598$386.2K0.00%−309−0.1%Reduced
Charles Schwab Investment Management Inc329,255$355.6K0.00%00.0%Unchanged
Gsa Capital Partners LLP277,785$300.0K0.04%+109,959+65.5%Added
Vista Finance, LLC277,615$299.8K0.42%−119,940−30.2%Reduced
Lincoln National Corp194,300$209.8K0.00%+41,000+26.7%Added
Goldman Sachs Group Inc187,547$202.6K0.00%+92,863+98.1%Added
Millennium Management LLC174,204$188.0K0.00%+41,358+31.1%Added
Bank of America Corp148,384$160.3K0.00%+55,359+59.5%Added
Terry L. Blaker149,170$159.6K0.01%00.0%Unchanged
Rhumbline Advisers145,492$157.0K0.00%−182−0.1%Reduced
Wells Fargo & Company138,730$149.8K0.00%−2,099−1.5%Reduced
Ancora Advisors, LLC108,500$117.0K0.00%00.0%Unchanged
LPL Financial LLC101,200$109.3K0.00%00.0%Unchanged
Morgan Stanley95,152$102.8K0.00%+32,609+52.1%Added
JPMorgan Chase & Co67,297$72.0K0.00%+2,568+4.0%Added
Gables Capital Management Inc.66,500$71.8K0.05%+5,000+8.1%Added
American International Group, Inc.56,033$60.5K0.00%−204−0.4%Reduced
Flower City Capital54,010$58.3K0.07%+2,232+4.3%Added
Deutsche Bank AG51,158$55.3K0.00%+791+1.6%Added
PPS&V Asset Management Consultants, Inc.50,153$54.2K0.05%+50,153New
Two Sigma Advisers, LP49,700$53.7K0.00%−146,800−74.7%Reduced
Metis Global Partners, LLC48,289$52.2K0.00%+30,686+174.3%Added
California State Teachers Retirement System47,290$51.1K0.00%+533+1.1%Added
Voya Investment Management LLC46,993$50.8K0.00%00.0%Unchanged
Alliancebernstein L.P.43,900$47.4K0.00%+10,600+31.8%Added
Citadel Advisors LLC41,227$44.5K0.00%+8,426+25.7%Added
Invesco Ltd.39,649$42.8K0.00%−5,068−11.3%Reduced
Virtu Financial LLC37,437$40.0K0.01%+37,437New
New York State Common Retirement Fund35,920$38.8K0.00%−158−0.4%Reduced
Barclays PLC31,806$34.4K0.00%+26,784+533.3%Added
CI Private Wealth, LLC29,000$31.3K0.00%+29,000New
Envestnet Asset Management Inc27,590$29.8K0.00%−972−3.4%Reduced
Creative Planning23,000$24.8K0.00%00.0%Unchanged
Oppenheimer & Co Inc22,300$24.1K0.00%+4,300+23.9%Added
Susquehanna International Group, LLP21,500$23.2K0.00%−14,404−40.1%Reduced
Alamar Capital Management, LLC20,000$21.6K0.02%−3,500−14.9%Reduced
Price T Rowe Associates Inc19,239$21.0K0.00%+2,641+15.9%Added
UBS Group AG18,181$19.6K0.00%+18,181New
Jane Street Group, LLC17,770$19.2K0.00%+7,209+68.3%Added
Amalgamated Bank17,655$19.0K0.00%00.0%Unchanged
Royal Bank of Canada17,924$19.0K0.00%+16,480+1,141.3%Added
BNP Paribas Arbitrage, SA17,330$18.7K0.00%+7,272+72.3%Added
PVG Asset Management Corp16,455$17.8K0.08%00.0%Unchanged
Commonwealth Equity Services, LLC16,522$17.0K0.00%00.0%Unchanged
ProShare Advisors LLC15,242$16.5K0.00%+2,185+16.7%Added
Victory Capital Management Inc15,143$16.4K0.00%−50.0%Reduced
Advisor Group Holdings, Inc.15,529$16.3K0.00%+2,258+17.0%Added
Principal Financial Group Inc14,257$15.4K0.00%−3,314−18.9%Reduced
Garden State Investment Advisory Services LLC14,000$15.1K0.01%+14,000New
Legal & General Group Plc12,381$13.4K0.00%00.0%Unchanged
Marshall Financial Group Inc11,875$12.8K0.01%00.0%Unchanged
FMR LLC10,529$11.4K0.00%−151,223−93.5%Reduced
Investors Asset Management of Georgia Inc10,000$10.8K0.01%00.0%Unchanged
Grimes & Company, Inc.10,000$10.8K0.00%00.0%Unchanged
CNB Bank10,000$10.8K0.01%00.0%Unchanged
Transcend Wealth Collective, LLC10,000$10.8K0.00%00.0%Unchanged
F/M Investments LLC10,000$10.8K0.01%00.0%Unchanged
Crew Capital Management, Ltd.10,000$10.8K0.02%00.0%Unchanged
Tower Research Capital LLC (TRC)7,618$8.00K0.00%−34,482−81.9%Reduced
Ameritas Investment Partners, Inc.6,867$7.55K0.00%00.0%Unchanged
Larson Financial Group LLC2,000$2.16K0.00%+2,000New
Harbour Investments, Inc.1,300$1.40K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC1,250$1.35K0.00%00.0%Unchanged
Citigroup Inc798$8620.00%−994−55.5%Reduced
The PNC Financial Services Group, Inc.200$2160.00%+200New
NewSquare Capital LLC200$2160.00%+200New
Credit Suisse AG5$50.00%−673−99.3%Reduced
Hantz Financial Services, Inc.400$00.00%00.0%Unchanged
Renaissance Technologies LLC0$00.00%−50,300−100.0%Sold out
Graypoint LLC0$00.00%−37,500−100.0%Sold out
Squarepoint Ops LLC0$00.00%−32,097−100.0%Sold out
SG Americas Securities, LLC0$00.00%−24,923−100.0%Sold out
Blair William & Co0$00.00%−23,000−100.0%Sold out
KWB Wealth0$00.00%−16,400−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−10,599−100.0%Sold out
Captrust Financial Advisors0$00.00%−10,000−100.0%Sold out
American Portfolios Advisors––––Not filed