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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, Q1 2024

Institutional positions in Outlook Therapeutics, Inc. as of Mar 31, 2024. 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
57
−30 vs. Q4 2023
Shares held
7.56M
+6.07M (+406.7%) vs. Q4 2023Converted for a 1-for-20 split
Total value
$90.0M
+$78.2M (+665.4%) vs. Q4 2023
New holders
17
17 more added
Sold out
47
13 more reduced

Compare with Q4 2023: 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 holdersQ1 2024: 57 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 heldQ1 2024: $90.0M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Outlook Therapeutics, Inc.; share changes are against Q4 2023.

Institutions holding OTLK in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1$110.00%+1New
Farther Finance Advisors, LLC3$310.00%+3New
Steward Partners Investment Advisory, LLC14$1670.00%+14New
Prestige Wealth Management Group LLC62$7410.00%−1−0.8%ReducedConverted for a 1-for-20 split
Harbour Investments, Inc.65$7760.00%00.0%UnchangedConverted for a 1-for-20 split
GAMMA Investing LLC76$9070.00%+76New
Larson Financial Group LLC100$1.19K0.00%00.0%UnchangedConverted for a 1-for-20 split
Armstrong Advisory Group, Inc3,580$1.41K0.00%+3,401+1,900.0%AddedConverted for a 1-for-20 split
Amalgamated Bank153$2.00K0.00%−837−84.5%ReducedConverted for a 1-for-20 split
Advisor Group Holdings, Inc.203$2.42K0.00%−1,824−90.0%ReducedConverted for a 1-for-20 split
CWM, LLC283$3.00K0.00%00.0%UnchangedConverted for a 1-for-20 split
SOA Wealth Advisors, LLC.300$3.58K0.00%+300New
Tower Research Capital LLC (TRC)510$6.09K0.00%−638−55.6%ReducedConverted for a 1-for-20 split
Deutsche Bank AG513$6.13K0.00%00.0%UnchangedConverted for a 1-for-20 split
Ameritas Investment Partners, Inc.607$7.25K0.00%00.0%UnchangedConverted for a 1-for-20 split
FMR LLC673$8.04K0.00%−621−48.0%ReducedConverted for a 1-for-20 split
Legal & General Group Plc829$9.90K0.00%00.0%UnchangedConverted for a 1-for-20 split
California State Teachers Retirement System885$10.6K0.00%−409−31.6%ReducedConverted for a 1-for-20 split
Citigroup Inc1,555$18.6K0.00%+341+28.1%AddedConverted for a 1-for-20 split
New York State Common Retirement Fund1,813$21.6K0.00%00.0%UnchangedConverted for a 1-for-20 split
Northwestern Mutual Wealth Management Co2,125$25.4K0.00%+2,125New
Wells Fargo & Company2,345$28.0K0.00%+319+15.7%AddedConverted for a 1-for-20 split
JPMorgan Chase & Co3,701$44.2K0.00%−1,338−26.6%ReducedConverted for a 1-for-20 split
American International Group, Inc.3,873$46.2K0.00%−36−0.9%ReducedConverted for a 1-for-20 split
BNP Paribas Arbitrage, SA4,505$53.8K0.00%+186+4.3%AddedConverted for a 1-for-20 split
Barclays PLC5,496$65.6K0.00%−5,299−49.1%ReducedConverted for a 1-for-20 split
Bullock Wealth Management Group7,055$72.4K0.05%+7,055New
Ancora Advisors, LLC6,100$72.8K0.00%00.0%UnchangedConverted for a 1-for-20 split
UBS Group AG9,323$111.3K0.00%+3,032+48.2%AddedConverted for a 1-for-20 split
Rhumbline Advisers9,646$115.2K0.00%00.0%UnchangedConverted for a 1-for-20 split
Gables Capital Management Inc.9,725$116.1K0.06%+2,400+32.8%AddedConverted for a 1-for-20 split
Royal Bank of Canada10,624$127.0K0.00%+8,010+306.4%AddedConverted for a 1-for-20 split
LPL Financial LLC11,060$132.1K0.00%+1,000+9.9%AddedConverted for a 1-for-20 split
Morgan Stanley11,973$143.0K0.00%−13,251−52.5%ReducedConverted for a 1-for-20 split
Jane Street Group, LLC13,548$161.8K0.00%+10,904+412.4%AddedConverted for a 1-for-20 split
Renaissance Technologies LLC17,600$210.0K0.00%+12,329+233.9%AddedConverted for a 1-for-20 split
Charles Schwab Investment Management Inc17,730$211.7K0.00%00.0%UnchangedConverted for a 1-for-20 split
Virtu Financial LLC18,213$217.0K0.02%+14,806+434.5%AddedConverted for a 1-for-20 split
Bank of New York Mellon Corp19,983$238.6K0.00%−1,745−8.0%ReducedConverted for a 1-for-20 split
Scotia Capital Inc.23,695$282.9K0.00%+9,491+66.8%AddedConverted for a 1-for-20 split
Millennium Management LLC27,744$331.3K0.00%+13,965+101.4%AddedConverted for a 1-for-20 split
HRT Financial LP28,623$341.0K0.00%+28,623New
Walleye Capital LLC33,505$400.1K0.00%+33,505New
Bank of America Corp57,982$692.3K0.00%+47,180+436.8%AddedConverted for a 1-for-20 split
Northern Trust Corp61,113$729.7K0.00%−7,570−11.0%ReducedConverted for a 1-for-20 split
State Street Corp150,116$1.79M0.00%+8,791+6.2%AddedConverted for a 1-for-20 split
Geode Capital Management, LLC151,580$1.81M0.00%+3,063+2.1%AddedConverted for a 1-for-20 split
Schonfeld Strategic Advisors LLC285,714$3.20M0.03%+285,714New
Rosalind Advisors, Inc.311,775$3.72M3.48%+311,775New
Vanguard Group Inc341,300$4.08M0.00%+13,280+4.0%AddedConverted for a 1-for-20 split
Caligan Partners LP500,000$5.97M1.58%+500,000New
Velan Capital Investment Management LP500,000$5.97M3.23%+500,000New
BlackRock Inc.503,988$6.02M0.00%−14,326−2.8%ReducedConverted for a 1-for-20 split
Sphera Funds Management Ltd.571,429$6.82M1.10%+571,429New
Armistice Capital, LLC714,285$8.53M0.23%+714,285New
Great Point Partners LLC1,480,000$17.7M2.75%+1,480,000New
Tang Capital Management LLC1,619,412$19.3M2.01%+1,619,412New
Christensen, King & Associates Investment Services, Inc.0$00.00%−8,180−100.0%Sold outConverted for a 1-for-20 split
MSH Capital Advisors LLC0$00.00%−7,430−100.0%Sold outConverted for a 1-for-20 split
Terry L. Blaker0$00.00%−7,459−100.0%Sold outConverted for a 1-for-20 split
Commonwealth Equity Services, LLC0$00.00%−5,000−100.0%Sold outConverted for a 1-for-20 split
Alliancebernstein L.P.0$00.00%−4,527−100.0%Sold outConverted for a 1-for-20 split
Captrust Financial Advisors0$00.00%−3,807−100.0%Sold outConverted for a 1-for-20 split
Lincoln National Corp0$00.00%−3,165−100.0%Sold outConverted for a 1-for-20 split
Main Street Financial Solutions, LLC0$00.00%−3,000−100.0%Sold outConverted for a 1-for-20 split
Goldman Sachs Group Inc0$00.00%−2,767−100.0%Sold outConverted for a 1-for-20 split
CI Private Wealth, LLC0$00.00%−2,700−100.0%Sold outConverted for a 1-for-20 split
Susquehanna International Group, LLP0$00.00%−2,664−100.0%Sold outConverted for a 1-for-20 split
PPS&V Asset Management Consultants, Inc.0$00.00%−2,508−100.0%Sold outConverted for a 1-for-20 split
Wexford Capital LP0$00.00%−2,435−100.0%Sold outConverted for a 1-for-20 split
State Board of Administration of Florida Retirement System0$00.00%−2,042−100.0%Sold outConverted for a 1-for-20 split
Invesco Ltd.0$00.00%−2,009−100.0%Sold outConverted for a 1-for-20 split
SG Americas Securities, LLC0$00.00%−1,876−100.0%Sold outConverted for a 1-for-20 split
Price T Rowe Associates Inc0$00.00%−1,668−100.0%Sold outConverted for a 1-for-20 split
Neuberger Berman Group LLC0$00.00%−1,669−100.0%Sold outConverted for a 1-for-20 split
Solutions 4 Wealth, Ltd0$00.00%−1,640−100.0%Sold outConverted for a 1-for-20 split
Prospera Financial Services Inc0$00.00%−1,525−100.0%Sold outConverted for a 1-for-20 split
Voya Investment Management LLC0$00.00%−1,522−100.0%Sold outConverted for a 1-for-20 split
Flower City Capital0$00.00%−1,500−100.0%Sold outConverted for a 1-for-20 split
D.A. Davidson & Co.0$00.00%−1,400−100.0%Sold outConverted for a 1-for-20 split
Atlas Private Wealth Advisors0$00.00%−1,385−100.0%Sold outConverted for a 1-for-20 split
ProShare Advisors LLC0$00.00%−1,302−100.0%Sold outConverted for a 1-for-20 split
Zullo Investment Group, Inc.0$00.00%−1,200−100.0%Sold outConverted for a 1-for-20 split
Level Four Advisory Services, LLC0$00.00%−1,185−100.0%Sold outConverted for a 1-for-20 split
Creative Planning0$00.00%−1,094−100.0%Sold outConverted for a 1-for-20 split
Oppenheimer & Co Inc0$00.00%−1,055−100.0%Sold outConverted for a 1-for-20 split
KWB Wealth0$00.00%−1,044−100.0%Sold outConverted for a 1-for-20 split
F/M Investments LLC0$00.00%−1,000−100.0%Sold outConverted for a 1-for-20 split
Crew Capital Management, Ltd.0$00.00%−1,000−100.0%Sold outConverted for a 1-for-20 split
Principal Financial Group Inc0$00.00%−967−100.0%Sold outConverted for a 1-for-20 split
Victory Capital Management Inc0$00.00%−888−100.0%Sold outConverted for a 1-for-20 split
TownSquare Capital, LLC0$00.00%−859−100.0%Sold outConverted for a 1-for-20 split
Stratos Wealth Advisors, LLC0$00.00%−850−100.0%Sold outConverted for a 1-for-20 split
Mariner, LLC0$00.00%−769−100.0%Sold outConverted for a 1-for-20 split
Garden State Investment Advisory Services LLC0$00.00%−745−100.0%Sold outConverted for a 1-for-20 split
Two Sigma Investments, LP0$00.00%−617−100.0%Sold outConverted for a 1-for-20 split
Zacks Investment Management0$00.00%−600−100.0%Sold outConverted for a 1-for-20 split
Marshall Financial Group Inc0$00.00%−594−100.0%Sold outConverted for a 1-for-20 split
Kestra Private Wealth Services, LLC0$00.00%−525−100.0%Sold outConverted for a 1-for-20 split
Prudential Financial Inc0$00.00%−514−100.0%Sold outConverted for a 1-for-20 split