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 2025
Institutional positions in Outlook Therapeutics, Inc. as of Dec 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
- 54
- +1 vs. Q3 2025
- Shares held
- 6.83M
- +2.75M (+67.7%) vs. Q3 2025
- Total value
- $10.8M
- +$6.47M (+150.0%) vs. Q3 2025
- New holders
- 9
- 19 more added
- Sold out
- 8
- 7 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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 2025
Shares, value and share of portfolio for each institution holding Outlook Therapeutics, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 283 | $0 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 14 | $22 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 15 | $24 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $79 | 0.00% | +50 | New |
| SHP Wealth Management | 59 | $93 | 0.00% | +59 | New |
| Prestige Wealth Management Group LLC | 62 | $98 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $158 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 128 | $203 | 0.00% | −90,347−99.9% | Reduced |
| Armstrong Advisory Group, Inc | 179 | $283 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 210 | $332 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 305 | $482 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 424 | $670 | 0.00% | +424 | New |
| FMR LLC | 606 | $957 | 0.00% | +500+471.7% | Added |
| Royal Bank of Canada | 687 | $1.00K | 0.00% | −4,106−85.7% | Reduced |
| EverSource Wealth Advisors, LLC | 696 | $1.10K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,000 | $1.58K | 0.00% | +1,000 | New |
| Ancora Advisors, LLC | 1,100 | $1.74K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,312 | $2.07K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,554 | $2.46K | 0.00% | −14,424−90.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,125 | $3.36K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,480 | $3.92K | 0.00% | +1,070+75.9% | Added |
| Jones Financial Companies LLLP | 2,500 | $3.95K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 4,769 | $7.54K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 6,024 | $9.52K | 0.00% | +5,249+677.3% | Added |
| Advisor Group Holdings, Inc. | 8,973 | $14.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10,152 | $16.0K | 0.00% | +9,331+1,136.5% | Added |
| Squarepoint Ops LLC | 11,699 | $18.5K | 0.00% | +11,699 | New |
| Tower Research Capital LLC (TRC) | 12,873 | $20.3K | 0.00% | +12,873 | New |
| The PNC Financial Services Group, Inc. | 15,000 | $23.7K | 0.00% | +3,472+30.1% | Added |
| JustInvest LLC | 15,605 | $24.7K | 0.00% | +1,713+12.3% | Added |
| Flower City Capital | 20,000 | $31.6K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 21,794 | $34.4K | 0.00% | −6,630−23.3% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 28,327 | $44.8K | 0.02% | +1,119+4.1% | Added |
| XTX Topco Ltd | 30,224 | $47.8K | 0.00% | +19,214+174.5% | Added |
| Group One Trading, L.P. | 36,997 | $58.5K | 0.00% | +20,164+119.8% | Added |
| Vontobel Holding Ltd. | 40,000 | $63.2K | 0.00% | +40,000 | New |
| Goldman Sachs Group Inc | 45,782 | $72.3K | 0.00% | +2,812+6.5% | Added |
| LVW Advisors, LLC | 48,235 | $76.2K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 67,390 | $106.5K | 0.00% | +41,321+158.5% | Added |
| Scotia Capital Inc. | 73,989 | $116.9K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 104,662 | $165.4K | 0.00% | +78,837+305.3% | Added |
| Simplex Trading, LLC | 105,797 | $167.2K | 0.00% | +16,556+18.6% | Added |
| Commonwealth Equity Services, LLC | 112,500 | $177.8K | 0.00% | −651−0.6% | Reduced |
| State Street Corp | 163,102 | $257.7K | 0.00% | +87,800+116.6% | Added |
| Millennium Management LLC | 164,498 | $259.9K | 0.00% | −30,085−15.5% | Reduced |
| Susquehanna International Group, LLP | 172,022 | $271.8K | 0.00% | −39,399−18.6% | Reduced |
| UBS Group AG | 209,540 | $331.1K | 0.00% | +161,426+335.5% | Added |
| Marshall Wace, LLP | 298,456 | $471.6K | 0.00% | +298,456 | New |
| Geode Capital Management, LLC | 316,464 | $500.1K | 0.00% | +10,169+3.3% | Added |
| Gilpin Wealth Management, LLC | 354,200 | $559.6K | 0.44% | +354,200 | New |
| BlackRock, Inc. | 404,542 | $639.2K | 0.00% | +34,808+9.4% | Added |
| Vanguard Group Inc | 1,465,167 | $2.31M | 0.00% | +122,540+9.1% | Added |
| Schonfeld Strategic Advisors LLC | 2,441,355 | $3.86M | 0.02% | +1,726,185+241.4% | Added |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −35,664−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −33,495−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −15,498−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −13,347−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −11,356−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |