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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 2024

Institutional positions in Outlook Therapeutics, Inc. as of Jun 30, 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
65
+8 vs. Q1 2024
Shares held
8.50M
+936.8K (+12.4%) vs. Q1 2024
Total value
$62.7M
−$27.3M (−30.3%) vs. Q1 2024
New holders
15
24 more added
Sold out
7
12 more reduced

Compare with Q1 2024: 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 2024: 65 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 2024: $62.7M
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 2024

Shares, value and share of portfolio for each institution holding Outlook Therapeutics, Inc.; share changes are against Q1 2024.

Institutions holding OTLK in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Great Point Partners LLC1,701,510$12.6M2.41%+221,510+15.0%Added
Tang Capital Management LLC1,619,412$12.0M1.22%00.0%Unchanged
BlackRock Inc.663,496$4.90M0.00%+159,508+31.6%Added
Sphera Funds Management Ltd.571,428$4.22M0.69%−10.0%Reduced
Vanguard Group Inc547,773$4.04M0.00%+206,473+60.5%Added
Altium Capital Management LP501,785$3.70M1.53%+501,785New
Caligan Partners LP500,000$3.69M0.86%00.0%Unchanged
Rosalind Advisors, Inc.450,000$3.32M2.63%+138,225+44.3%Added
Schonfeld Strategic Advisors LLC285,714$2.11M0.02%00.0%Unchanged
Boothbay Fund Management, LLC250,000$1.84M0.06%+250,000New
Velan Capital Investment Management LP247,084$1.82M1.04%−252,916−50.6%Reduced
Geode Capital Management, LLC229,147$1.69M0.00%+77,567+51.2%Added
State Street Corp211,341$1.56M0.00%+61,225+40.8%Added
Woodline Partners LP150,786$1.11M0.01%+150,786New
Northern Trust Corp83,437$615.8K0.00%+22,324+36.5%Added
LVW Advisors, LLC47,730$352.2K0.05%+47,730New
Nuveen Asset Management, LLC45,881$338.6K0.00%+45,881New
Walleye Capital LLC41,426$305.7K0.00%+7,921+23.6%Added
Susquehanna Fundamental Investments, LLC41,020$302.7K0.01%+41,020New
UBS Oconnor LLC36,000$265.7K0.01%+36,000New
Charles Schwab Investment Management Inc33,172$244.8K0.00%+15,442+87.1%Added
Scotia Capital Inc.32,966$243.3K0.00%+9,271+39.1%Added
Squarepoint Ops LLC31,388$231.6K0.00%+31,388New
Bank of New York Mellon Corp20,360$150.3K0.00%+377+1.9%Added
Susquehanna International Group, LLP15,678$115.7K0.00%+15,678New
Bank of America Corp13,714$101.2K0.00%−44,268−76.3%Reduced
Morgan Stanley12,886$95.1K0.00%+913+7.6%Added
LPL Financial LLC11,560$85.3K0.00%+500+4.5%Added
Gables Capital Management Inc.11,325$83.6K0.04%+1,600+16.5%Added
Rhumbline Advisers10,591$78.2K0.00%+945+9.8%Added
Jane Street Group, LLC10,209$75.3K0.00%−3,339−24.6%Reduced
AQR Capital Management LLC10,164$75.0K0.00%+10,164New
Deutsche Bank AG7,332$54.1K0.00%+6,819+1,329.2%Added
Ancora Advisors, LLC6,100$45.0K0.00%00.0%Unchanged
Corebridge Financial, Inc.4,235$31.3K0.00%+4,235New
JPMorgan Chase & Co3,551$26.2K0.00%−150−4.1%Reduced
Advisor Group Holdings, Inc.3,384$25.0K0.00%+3,181+1,567.0%Added
Mirae Asset Global ETFs Holdings Ltd.3,254$24.0K0.00%+3,254New
Bullock Wealth Management Group3,202$23.7K0.02%−3,853−54.6%Reduced
Wells Fargo & Company2,896$21.4K0.00%+551+23.5%Added
Barclays PLC2,694$19.9K0.00%−2,802−51.0%Reduced
UBS Group AG2,410$17.8K0.00%−6,913−74.1%Reduced
Tower Research Capital LLC (TRC)2,375$17.5K0.00%+1,865+365.7%Added
Citigroup Inc2,333$17.2K0.00%+778+50.0%Added
Nisa Investment Advisors, LLC2,318$17.1K0.00%+2,318New
Northwestern Mutual Wealth Management Co2,125$15.7K0.00%00.0%Unchanged
New York State Common Retirement Fund1,821$13.4K0.00%+8+0.4%Added
FMR LLC901$6.65K0.00%+228+33.9%Added
Legal & General Group Plc829$6.12K0.00%00.0%Unchanged
Royal Bank of Canada880$6.00K0.00%−9,744−91.7%Reduced
BNP Paribas Arbitrage, SA690$5.09K0.00%−3,815−84.7%Reduced
Ameritas Investment Partners, Inc.607$4.48K0.00%00.0%Unchanged
California State Teachers Retirement System570$4.21K0.00%−315−35.6%Reduced
Comerica Bank488$3.60K0.00%+488New
CWM, LLC465$3.00K0.00%+182+64.3%Added
Simplex Trading, LLC410$3.00K0.00%+410New
SOA Wealth Advisors, LLC.300$2.21K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc179$1.32K0.00%−3,401−95.0%Reduced
GAMMA Investing LLC166$1.23K0.00%+90+118.4%Added
Amalgamated Bank153$1.00K0.00%00.0%Unchanged
Larson Financial Group LLC100$7380.00%00.0%Unchanged
Harbour Investments, Inc.65$4800.00%00.0%Unchanged
Prestige Wealth Management Group LLC62$4580.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC14$1030.00%00.0%Unchanged
Farther Finance Advisors, LLC3$220.00%00.0%Unchanged
Armistice Capital, LLC0$00.00%−714,285−100.0%Sold out
HRT Financial LP0$00.00%−28,623−100.0%Sold out
Millennium Management LLC0$00.00%−27,744−100.0%Sold out
Virtu Financial LLC0$00.00%−18,213−100.0%Sold out
Renaissance Technologies LLC0$00.00%−17,600−100.0%Sold out
American International Group, Inc.0$00.00%−3,873−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−1−100.0%Sold out