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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, Q4 2024

Institutional positions in Outlook Therapeutics, Inc. as of Dec 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
62
−5 vs. Q3 2024
Shares held
4.55M
−3.83M (−45.7%) vs. Q3 2024
Total value
$8.60M
−$36.2M (−80.8%) vs. Q3 2024
New holders
14
23 more added
Sold out
19
12 more reduced

Compare with Q3 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 holdersQ4 2024: 62 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 2024: $8.60M
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 2024

Shares, value and share of portfolio for each institution holding Outlook Therapeutics, Inc.; share changes are against Q3 2024.

Institutions holding OTLK in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.1,093,522$2.07M0.00%+48,534+4.6%Added
Vanguard Group Inc852,540$1.61M0.00%−3,336−0.4%Reduced
Geode Capital Management, LLC347,229$656.4K0.00%+5,270+1.5%Added
UBS Group AG286,644$541.8K0.00%+279,488+3,905.6%Added
State Street Corp248,596$469.8K0.00%+16,054+6.9%Added
Rhumbline Advisers188,050$355.4K0.00%+174,896+1,329.6%Added
Tang Capital Management LLC182,502$344.9K0.02%−1,377,058−88.3%Reduced
FMR LLC181,521$343.1K0.00%+180,334+15,192.4%Added
Woodline Partners LP151,508$286.4K0.00%00.0%Unchanged
Renaissance Technologies LLC130,374$246.4K0.00%+130,374New
Northern Trust Corp111,750$211.2K0.00%−7,119−6.0%Reduced
Gsa Capital Partners LLP100,319$190.0K0.01%+100,319New
Susquehanna International Group, LLP81,275$153.6K0.00%+81,275New
Scotia Capital Inc.73,989$139.8K0.00%+41,023+124.4%Added
Goldman Sachs Group Inc59,461$112.4K0.00%+23,887+67.1%Added
AQR Capital Management LLC59,320$112.1K0.00%+59,320New
Morgan Stanley57,392$108.5K0.00%+13,663+31.2%Added
Charles Schwab Investment Management Inc36,048$68.1K0.00%−15,411−29.9%Reduced
Bank of New York Mellon Corp29,764$56.3K0.00%+9,211+44.8%Added
Jane Street Group, LLC26,218$49.6K0.00%+15,008+133.9%Added
Commonwealth Equity Services, LLC25,615$48.0K0.00%+25,615New
Barclays PLC23,880$45.1K0.00%+2,937+14.0%Added
Bank of America Corp19,425$36.7K0.00%+4,291+28.4%Added
Russell Investments Group, Ltd.17,168$32.4K0.00%+17,119+34,936.7%Added
Citigroup Inc15,029$28.4K0.00%+2,693+21.8%Added
Qube Research & Technologies Ltd13,510$25.5K0.00%+13,510New
JustInvest LLC11,951$22.6K0.00%+11,951New
Two Sigma Investments, LP10,591$20.0K0.00%+10,591New
XTX Topco Ltd10,244$19.4K0.00%−27,084−72.6%Reduced
The PNC Financial Services Group, Inc.10,000$18.9K0.00%00.0%Unchanged
Fifth Third Wealth Advisors LLC10,000$18.9K0.00%+10,000New
Wells Fargo & Company9,322$17.6K0.00%+3,752+67.4%Added
Citadel Advisors LLC8,692$16.4K0.00%+8,692New
Mirae Asset Global ETFs Holdings Ltd.8,666$16.4K0.00%+380+4.6%Added
Christensen, King & Associates Investment Services, Inc.10,576$15.5K0.01%+300+2.9%Added
Corebridge Financial, Inc.7,642$14.4K0.00%−453−5.6%Reduced
JPMorgan Chase & Co7,489$14.2K0.00%+343+4.8%Added
Tower Research Capital LLC (TRC)6,388$12.1K0.00%+4,438+227.6%Added
Bullock Wealth Management Group4,919$9.30K0.01%−318−6.1%Reduced
Advisor Group Holdings, Inc.3,384$6.40K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA2,950$5.58K0.00%−70−2.3%Reduced
Riggs Asset Managment Co. Inc.2,500$4.65K0.00%+2,500New
Northwestern Mutual Wealth Management Co2,125$4.02K0.00%00.0%Unchanged
New York State Common Retirement Fund1,821$3.44K0.00%00.0%Unchanged
Legal & General Group Plc1,600$3.02K0.00%00.0%Unchanged
California State Teachers Retirement System1,133$2.14K0.00%00.0%Unchanged
Ancora Advisors, LLC1,100$2.08K0.00%−5,000−82.0%Reduced
Royal Bank of Canada1,443$2.00K0.00%−1,204−45.5%Reduced
CWM, LLC877$2.00K0.00%+454+107.3%Added
Deutsche Bank AG706$1.33K0.00%−6,626−90.4%Reduced
Ameritas Investment Partners, Inc.607$1.15K0.00%00.0%Unchanged
Federated Hermes, Inc.477$9020.00%−90,942−99.5%Reduced
Harbour Investments, Inc.227$4290.00%+100+78.7%Added
SBI Securities Co., Ltd.210$3970.00%+210New
Sterling Capital Management LLC206$3890.00%+191+1,273.3%Added
EverSource Wealth Advisors, LLC188$3550.00%+188New
Armstrong Advisory Group, Inc179$3390.00%00.0%Unchanged
Larson Financial Group LLC100$1890.00%00.0%Unchanged
Prestige Wealth Management Group LLC62$1180.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC14$260.00%00.0%Unchanged
IFP Advisors, Inc3$60.00%+3New
Amalgamated Bank153$00.00%00.0%Unchanged
Great Point Partners LLC0$00.00%−1,293,028−100.0%Sold out
Altium Capital Management LP0$00.00%−541,549−100.0%Sold out
Rosalind Advisors, Inc.0$00.00%−450,000−100.0%Sold out
Sphera Funds Management Ltd.0$00.00%−413,545−100.0%Sold out
Caligan Partners LP0$00.00%−318,699−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−285,714−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−159,350−100.0%Sold out
LVW Advisors, LLC0$00.00%−47,730−100.0%Sold out
Corton Capital Inc.0$00.00%−31,162−100.0%Sold out
Nuveen Asset Management, LLC0$00.00%−20,079−100.0%Sold out
LPL Financial LLC0$00.00%−11,560−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−11,235−100.0%Sold out
Gables Capital Management Inc.0$00.00%−10,975−100.0%Sold out
GAMMA Investing LLC0$00.00%−982−100.0%Sold out
Comerica Bank0$00.00%−488−100.0%Sold out
SOA Wealth Advisors, LLC.0$00.00%−300−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−15−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−3−100.0%Sold out
National Bank of Canada0$00.00%−1−100.0%Sold out