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 2025
Institutional positions in Outlook Therapeutics, Inc. as of Mar 31, 2025. 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
- 64
- +2 vs. Q4 2024
- Shares held
- 7.09M
- +2.54M (+55.8%) vs. Q4 2024
- Total value
- $8.65M
- +$53.8K (+0.6%) vs. Q4 2024
- New holders
- 12
- 24 more added
- Sold out
- 10
- 15 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Outlook Therapeutics, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 510 | $0 | 0.00% | −933−64.7% | Reduced |
| Amalgamated Bank | 153 | $0 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $13 | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 62 | $76 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $122 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 116 | $142 | 0.00% | −90−43.7% | Reduced |
| SBI Securities Co., Ltd. | 210 | $256 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 179 | $339 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 405 | $494 | 0.00% | +405 | New |
| EverSource Wealth Advisors, LLC | 494 | $602 | 0.00% | +306+162.8% | Added |
| Ameritas Investment Partners, Inc. | 607 | $741 | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 723 | $883 | 0.00% | +723 | New |
| Massmutual Trust Co FSB | 767 | $936 | 0.00% | +767 | New |
| Harbour Investments, Inc. | 852 | $1.04K | 0.00% | +625+275.3% | Added |
| BNP Paribas Arbitrage, SA | 946 | $1.15K | 0.00% | −2,004−67.9% | Reduced |
| Ancora Advisors, LLC | 1,100 | $1.34K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,133 | $1.38K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,312 | $1.60K | 0.00% | +1,312 | New |
| Legal & General Group Plc | 1,600 | $1.95K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,703 | $2.08K | 0.00% | +1,703 | New |
| New York State Common Retirement Fund | 1,821 | $2.22K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,125 | $2.59K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,125 | $2.59K | 0.00% | +1,419+201.0% | Added |
| Riggs Asset Managment Co. Inc. | 2,500 | $3.05K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,536 | $3.09K | 0.00% | −14,632−85.2% | Reduced |
| Bullock Wealth Management Group | 4,769 | $5.82K | 0.00% | −150−3.0% | Reduced |
| Group One Trading, L.P. | 6,229 | $7.60K | 0.00% | +6,229 | New |
| CWM, LLC | 6,854 | $8.00K | 0.00% | +5,977+681.5% | Added |
| Corebridge Financial, Inc. | 7,978 | $9.73K | 0.00% | +336+4.4% | Added |
| JPMorgan Chase & Co | 8,403 | $10.3K | 0.00% | +914+12.2% | Added |
| Tower Research Capital LLC (TRC) | 8,658 | $10.6K | 0.00% | +2,270+35.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 9,056 | $11.0K | 0.00% | +390+4.5% | Added |
| Wells Fargo & Company | 9,981 | $12.2K | 0.00% | +659+7.1% | Added |
| Bank of America Corp | 9,990 | $12.2K | 0.00% | −9,435−48.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,000 | $12.2K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 10,663 | $13.0K | 0.00% | +10,663 | New |
| The PNC Financial Services Group, Inc. | 10,726 | $13.1K | 0.00% | +726+7.3% | Added |
| JustInvest LLC | 11,296 | $13.8K | 0.00% | −655−5.5% | Reduced |
| Oppenheimer & Co Inc | 13,500 | $16.5K | 0.00% | +13,500 | New |
| Christensen, King & Associates Investment Services, Inc. | 11,910 | $16.7K | 0.01% | +1,334+12.6% | Added |
| LPL Financial LLC | 15,127 | $18.5K | 0.00% | +15,127 | New |
| Rhumbline Advisers | 16,170 | $19.7K | 0.00% | −171,880−91.4% | Reduced |
| Barclays PLC | 17,040 | $20.8K | 0.00% | −6,840−28.6% | Reduced |
| Citigroup Inc | 17,760 | $21.7K | 0.00% | +2,731+18.2% | Added |
| Two Sigma Investments, LP | 20,719 | $25.3K | 0.00% | +10,128+95.6% | Added |
| Bank of New York Mellon Corp | 27,324 | $33.3K | 0.00% | −2,440−8.2% | Reduced |
| Commonwealth Equity Services, LLC | 28,151 | $34.0K | 0.00% | +2,536+9.9% | Added |
| Charles Schwab Investment Management Inc | 36,060 | $44.0K | 0.00% | +120.0% | Added |
| Morgan Stanley | 39,474 | $48.2K | 0.00% | −17,918−31.2% | Reduced |
| Susquehanna International Group, LLP | 70,922 | $86.5K | 0.00% | −10,353−12.7% | Reduced |
| Scotia Capital Inc. | 74,039 | $90.3K | 0.00% | +50+0.1% | Added |
| AQR Capital Management LLC | 84,671 | $103.3K | 0.00% | +25,351+42.7% | Added |
| UBS Group AG | 94,603 | $115.4K | 0.00% | −192,041−67.0% | Reduced |
| Goldman Sachs Group Inc | 103,524 | $126.3K | 0.00% | +44,063+74.1% | Added |
| Northern Trust Corp | 126,955 | $154.9K | 0.00% | +15,205+13.6% | Added |
| FMR LLC | 175,237 | $213.8K | 0.00% | −6,284−3.5% | Reduced |
| State Street Corp | 288,260 | $351.7K | 0.00% | +39,664+16.0% | Added |
| Steward Partners Investment Advisory, LLC | 366,201 | $446.8K | 0.00% | +366,187+2,615,621.4% | Added |
| Tang Capital Management LLC | 400,000 | $488.0K | 0.03% | +217,498+119.2% | Added |
| Geode Capital Management, LLC | 433,853 | $529.4K | 0.00% | +86,624+24.9% | Added |
| Vanguard Group Inc | 837,407 | $1.02M | 0.00% | −15,133−1.8% | Reduced |
| Sphera Funds Management Ltd. | 857,142 | $1.05M | 0.26% | +857,142 | New |
| BlackRock, Inc. | 1,242,372 | $1.52M | 0.00% | +148,850+13.6% | Added |
| Schonfeld Strategic Advisors LLC | 1,552,744 | $1.89M | 0.01% | +1,552,744 | New |
| Woodline Partners LP | 0 | $0 | 0.00% | −151,508−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −130,374−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −100,319−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −26,218−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −13,510−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,244−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −8,692−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −3,384−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −477−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |