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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Outlook Therapeutics, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Amalgamated Bank | 153 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3 | $6 | 0.00% | +3 | New |
| Steward Partners Investment Advisory, LLC | 14 | $26 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 62 | $118 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $189 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 179 | $339 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 188 | $355 | 0.00% | +188 | New |
| Sterling Capital Management LLC | 206 | $389 | 0.00% | +191+1,273.3% | Added |
| SBI Securities Co., Ltd. | 210 | $397 | 0.00% | +210 | New |
| Harbour Investments, Inc. | 227 | $429 | 0.00% | +100+78.7% | Added |
| Federated Hermes, Inc. | 477 | $902 | 0.00% | −90,942−99.5% | Reduced |
| Ameritas Investment Partners, Inc. | 607 | $1.15K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 706 | $1.33K | 0.00% | −6,626−90.4% | Reduced |
| Royal Bank of Canada | 1,443 | $2.00K | 0.00% | −1,204−45.5% | Reduced |
| CWM, LLC | 877 | $2.00K | 0.00% | +454+107.3% | Added |
| Ancora Advisors, LLC | 1,100 | $2.08K | 0.00% | −5,000−82.0% | Reduced |
| California State Teachers Retirement System | 1,133 | $2.14K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,600 | $3.02K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,821 | $3.44K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,125 | $4.02K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,500 | $4.65K | 0.00% | +2,500 | New |
| BNP Paribas Arbitrage, SA | 2,950 | $5.58K | 0.00% | −70−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 3,384 | $6.40K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 4,919 | $9.30K | 0.01% | −318−6.1% | Reduced |
| Tower Research Capital LLC (TRC) | 6,388 | $12.1K | 0.00% | +4,438+227.6% | Added |
| JPMorgan Chase & Co | 7,489 | $14.2K | 0.00% | +343+4.8% | Added |
| Corebridge Financial, Inc. | 7,642 | $14.4K | 0.00% | −453−5.6% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 10,576 | $15.5K | 0.01% | +300+2.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,666 | $16.4K | 0.00% | +380+4.6% | Added |
| Citadel Advisors LLC | 8,692 | $16.4K | 0.00% | +8,692 | New |
| Wells Fargo & Company | 9,322 | $17.6K | 0.00% | +3,752+67.4% | Added |
| The PNC Financial Services Group, Inc. | 10,000 | $18.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 10,000 | $18.9K | 0.00% | +10,000 | New |
| XTX Topco Ltd | 10,244 | $19.4K | 0.00% | −27,084−72.6% | Reduced |
| Two Sigma Investments, LP | 10,591 | $20.0K | 0.00% | +10,591 | New |
| JustInvest LLC | 11,951 | $22.6K | 0.00% | +11,951 | New |
| Qube Research & Technologies Ltd | 13,510 | $25.5K | 0.00% | +13,510 | New |
| Citigroup Inc | 15,029 | $28.4K | 0.00% | +2,693+21.8% | Added |
| Russell Investments Group, Ltd. | 17,168 | $32.4K | 0.00% | +17,119+34,936.7% | Added |
| Bank of America Corp | 19,425 | $36.7K | 0.00% | +4,291+28.4% | Added |
| Barclays PLC | 23,880 | $45.1K | 0.00% | +2,937+14.0% | Added |
| Commonwealth Equity Services, LLC | 25,615 | $48.0K | 0.00% | +25,615 | New |
| Jane Street Group, LLC | 26,218 | $49.6K | 0.00% | +15,008+133.9% | Added |
| Bank of New York Mellon Corp | 29,764 | $56.3K | 0.00% | +9,211+44.8% | Added |
| Charles Schwab Investment Management Inc | 36,048 | $68.1K | 0.00% | −15,411−29.9% | Reduced |
| Morgan Stanley | 57,392 | $108.5K | 0.00% | +13,663+31.2% | Added |
| AQR Capital Management LLC | 59,320 | $112.1K | 0.00% | +59,320 | New |
| Goldman Sachs Group Inc | 59,461 | $112.4K | 0.00% | +23,887+67.1% | Added |
| Scotia Capital Inc. | 73,989 | $139.8K | 0.00% | +41,023+124.4% | Added |
| Susquehanna International Group, LLP | 81,275 | $153.6K | 0.00% | +81,275 | New |
| Gsa Capital Partners LLP | 100,319 | $190.0K | 0.01% | +100,319 | New |
| Northern Trust Corp | 111,750 | $211.2K | 0.00% | −7,119−6.0% | Reduced |
| Renaissance Technologies LLC | 130,374 | $246.4K | 0.00% | +130,374 | New |
| Woodline Partners LP | 151,508 | $286.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 181,521 | $343.1K | 0.00% | +180,334+15,192.4% | Added |
| Tang Capital Management LLC | 182,502 | $344.9K | 0.02% | −1,377,058−88.3% | Reduced |
| Rhumbline Advisers | 188,050 | $355.4K | 0.00% | +174,896+1,329.6% | Added |
| State Street Corp | 248,596 | $469.8K | 0.00% | +16,054+6.9% | Added |
| UBS Group AG | 286,644 | $541.8K | 0.00% | +279,488+3,905.6% | Added |
| Geode Capital Management, LLC | 347,229 | $656.4K | 0.00% | +5,270+1.5% | Added |
| Vanguard Group Inc | 852,540 | $1.61M | 0.00% | −3,336−0.4% | Reduced |
| BlackRock, Inc. | 1,093,522 | $2.07M | 0.00% | +48,534+4.6% | Added |
| Great Point Partners LLC | 0 | $0 | 0.00% | −1,293,028−100.0% | Sold out |
| Altium Capital Management LP | 0 | $0 | 0.00% | −541,549−100.0% | Sold out |
| Rosalind Advisors, Inc. | 0 | $0 | 0.00% | −450,000−100.0% | Sold out |
| Sphera Funds Management Ltd. | 0 | $0 | 0.00% | −413,545−100.0% | Sold out |
| Caligan Partners LP | 0 | $0 | 0.00% | −318,699−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −285,714−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −159,350−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −47,730−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −31,162−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −20,079−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −11,560−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,235−100.0% | Sold out |
| Gables Capital Management Inc. | 0 | $0 | 0.00% | −10,975−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −982−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −488−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −1−100.0% | Sold out |