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, Q1 2023
Institutional positions in Outlook Therapeutics, Inc. as of Mar 31, 2023. 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
- 82
- +6 vs. Q4 2022
- Shares held
- 27.3M
- −112.7K (−0.4%) vs. Q4 2022
- Total value
- $29.8M
- +$153.3K (+0.5%) vs. Q4 2022
- New holders
- 14
- 34 more added
- Sold out
- 8
- 8 more reduced
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 68 | $32.2M |
| Q1 2026 | 55 | $2.21M |
| Q4 2025 | 54 | $10.8M |
| Q3 2025 | 55 | $4.33M |
| Q2 2025 | 67 | $9.57M |
| Q1 2025 | 64 | $8.65M |
| Q4 2024 | 62 | $8.60M |
| Q3 2024 | 67 | $44.8M |
| Q2 2024 | 65 | $62.7M |
| Q1 2024 | 57 | $90.0M |
| Q4 2023 | 87 | $11.8M |
| Q3 2023 | 81 | $6.11M |
| Q2 2023 | 87 | $51.1M |
| Q1 2023 | 82 | $29.8M |
| Q4 2022 | 76 | $29.6M |
| Q3 2022 | 76 | $29.3M |
| Q2 2022 | 76 | $25.3M |
| Q1 2022 | 73 | $45.3M |
| Q4 2021 | 70 | $32.6M |
| Q3 2021 | 63 | $46.0M |
| Q2 2021 | 63 | $50.4M |
| Q1 2021 | 49 | $30.3M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Outlook Therapeutics, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,067,428 | $8.79M | 0.00% | +1,021,436+14.5% | Added |
| Vanguard Group Inc | 6,010,537 | $6.55M | 0.00% | +347,876+6.1% | Added |
| Geode Capital Management, LLC | 2,537,675 | $2.77M | 0.00% | +475,477+23.1% | Added |
| State Street Corp | 2,020,052 | $2.20M | 0.00% | +100,363+5.2% | Added |
| LVW Advisors, LLC | 1,733,633 | $1.89M | 0.38% | 00.0% | Unchanged |
| Northern Trust Corp | 1,202,387 | $1.31M | 0.00% | +256,191+27.1% | Added |
| Nuveen Asset Management, LLC | 855,655 | $933.0K | 0.00% | +49,271+6.1% | Added |
| Millennium Management LLC | 515,483 | $562.0K | 0.00% | +341,279+195.9% | Added |
| Bank of New York Mellon Corp | 421,588 | $459.5K | 0.00% | +63,990+17.9% | Added |
| Charles Schwab Investment Management Inc | 412,273 | $449.4K | 0.00% | +83,018+25.2% | Added |
| Vista Finance, LLC | 217,640 | $237.2K | 0.34% | −59,975−21.6% | Reduced |
| Lincoln National Corp | 194,300 | $211.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 178,341 | $194.0K | 0.00% | +32,849+22.6% | Added |
| Wells Fargo & Company | 168,397 | $183.6K | 0.00% | +29,667+21.4% | Added |
| Morgan Stanley | 160,721 | $175.2K | 0.00% | +65,569+68.9% | Added |
| Terry L. Blaker | 149,170 | $161.1K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 127,477 | $138.9K | 0.00% | −20,907−14.1% | Reduced |
| JPMorgan Chase & Co | 118,719 | $129.0K | 0.00% | +51,422+76.4% | Added |
| Ancora Advisors, LLC | 108,500 | $118.3K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 101,200 | $110.3K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 99,258 | $108.2K | 0.00% | +48,100+94.0% | Added |
| Gsa Capital Partners LLP | 97,839 | $107.0K | 0.01% | −179,946−64.8% | Reduced |
| Citadel Advisors LLC | 90,657 | $98.8K | 0.00% | +49,430+119.9% | Added |
| Susquehanna International Group, LLP | 88,393 | $96.3K | 0.00% | +66,893+311.1% | Added |
| MetLife Investment Management | 83,435 | $90.9K | 0.00% | +83,435 | New |
| Barclays PLC | 79,190 | $86.3K | 0.00% | +47,384+149.0% | Added |
| American International Group, Inc. | 74,641 | $81.4K | 0.00% | +18,608+33.2% | Added |
| Goldman Sachs Group Inc | 71,022 | $77.4K | 0.00% | −116,525−62.1% | Reduced |
| MSH Capital Advisors LLC | 68,166 | $74.3K | 0.03% | +68,166 | New |
| Gables Capital Management Inc. | 66,500 | $72.5K | 0.05% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 65,140 | $71.0K | 0.00% | +65,140 | New |
| BNP Paribas Arbitrage, SA | 64,880 | $70.7K | 0.00% | +47,550+274.4% | Added |
| SG Americas Securities, LLC | 61,941 | $68.0K | 0.00% | +61,941 | New |
| Voya Investment Management LLC | 60,737 | $66.2K | 0.00% | +13,744+29.2% | Added |
| California State Teachers Retirement System | 57,500 | $62.7K | 0.00% | +10,210+21.6% | Added |
| Flower City Capital | 54,010 | $58.9K | 0.07% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 50,684 | $55.2K | 0.00% | +23,094+83.7% | Added |
| PPS&V Asset Management Consultants, Inc. | 50,153 | $54.7K | 0.05% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 49,000 | $53.4K | 0.00% | +20,000+69.0% | Added |
| Invesco Ltd. | 47,521 | $51.8K | 0.00% | +7,872+19.9% | Added |
| Alliancebernstein L.P. | 43,900 | $47.9K | 0.00% | 00.0% | Unchanged |
| PVG Asset Management Corp | 42,270 | $46.1K | 0.15% | +25,815+156.9% | Added |
| New York State Common Retirement Fund | 35,920 | $39.2K | 0.00% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 34,194 | $37.3K | 0.00% | +34,194 | New |
| Price T Rowe Associates Inc | 29,212 | $32.0K | 0.00% | +9,973+51.8% | Added |
| Commonwealth Equity Services, LLC | 26,522 | $28.0K | 0.00% | +10,000+60.5% | Added |
| Tower Research Capital LLC (TRC) | 23,546 | $26.0K | 0.00% | +15,928+209.1% | Added |
| Creative Planning | 23,000 | $25.1K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 22,800 | $24.9K | 0.00% | +500+2.2% | Added |
| KWB Wealth | 22,150 | $23.9K | 0.00% | +22,150 | New |
| Advisor Group Holdings, Inc. | 21,934 | $23.9K | 0.00% | +6,405+41.2% | Added |
| Alamar Capital Management, LLC | 20,000 | $21.8K | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 19,002 | $20.7K | 0.00% | +6,621+53.5% | Added |
| Amalgamated Bank | 18,589 | $20.0K | 0.00% | +934+5.3% | Added |
| ProShare Advisors LLC | 18,202 | $19.8K | 0.00% | +2,960+19.4% | Added |
| Principal Financial Group Inc | 16,938 | $18.5K | 0.00% | +2,681+18.8% | Added |
| Signature Estate & Investment Advisors LLC | 15,732 | $17.0K | 0.00% | +15,732 | New |
| Garden State Investment Advisory Services LLC | 14,000 | $15.3K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 13,802 | $15.0K | 0.00% | −1,341−8.9% | Reduced |
| Fisher Asset Management, LLC | 12,476 | $13.6K | 0.00% | +12,476 | New |
| Marshall Financial Group Inc | 11,875 | $12.9K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,795 | $12.9K | 0.00% | +11,795 | New |
| Captrust Financial Advisors | 10,568 | $11.5K | 0.00% | +10,568 | New |
| SEI Investments Co | 10,549 | $11.5K | 0.00% | +10,549 | New |
| Endurance Wealth Management, Inc. | 10,000 | $11.0K | 0.00% | +10,000 | New |
| Investors Asset Management of Georgia Inc | 10,000 | $10.9K | 0.01% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 10,000 | $10.9K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 10,000 | $10.9K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 10,000 | $10.9K | 0.00% | 00.0% | Unchanged |
| F/M Investments LLC | 10,000 | $10.9K | 0.01% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 10,000 | $10.9K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,946 | $10.0K | 0.00% | −7,978−44.5% | Reduced |
| UBS Group AG | 9,116 | $9.94K | 0.00% | −9,065−49.9% | Reduced |
| Metropolitan Life Insurance Co | 8,584 | $9.36K | 0.00% | +8,584 | New |
| Ameritas Investment Partners, Inc. | 6,867 | $7.49K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 4,528 | $4.94K | 0.00% | −6,001−57.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2,817 | $3.00K | 0.00% | +2,817 | New |
| Larson Financial Group LLC | 2,000 | $2.18K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,300 | $1.42K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,250 | $1.36K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 200 | $218 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 400 | $0 | 0.00% | 00.0% | Unchanged |
| Altium Capital Management LP | 0 | $0 | 0.00% | −3,327,404−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −49,700−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −48,289−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −37,437−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −17,770−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −798−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −5−100.0% | Sold out |