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 2026
Institutional positions in Outlook Therapeutics, Inc. as of Jun 30, 2026. 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
- 68
- +14 vs. Q1 2026
- Shares held
- 20.2M
- +9.50M (+88.6%) vs. Q1 2026
- Total value
- $32.2M
- +$30.0M (+1,357.3%) vs. Q1 2026
- New holders
- 27
- 21 more added
- Sold out
- 13
- 7 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Outlook Therapeutics, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 156 | $0 | 0.00% | +71+83.5% | Added |
| FMR LLC | 1 | $2 | 0.00% | +1 | New |
| Bogart Wealth, LLC | 5 | $8 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 25 | $40 | 0.00% | −1,287−98.1% | Reduced |
| Prestige Wealth Management Group LLC | 62 | $99 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $159 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 176 | $280 | 0.00% | +176 | New |
| Armstrong Advisory Group, Inc | 179 | $285 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 222 | $353 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 305 | $485 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 696 | $1.11K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 765 | $1.22K | 0.00% | +765 | New |
| Ancora Advisors, LLC | 1,100 | $1.75K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,410 | $2.24K | 0.00% | −1,070−43.1% | Reduced |
| Fortitude Family Office, LLC | 1,429 | $2.27K | 0.00% | −1,125−44.0% | Reduced |
| Global Retirement Partners, LLC | 1,500 | $2.38K | 0.00% | +1,500 | New |
| Northwestern Mutual Wealth Management Co | 2,125 | $3.38K | 0.00% | −171−7.4% | Reduced |
| Jones Financial Companies LLLP | 2,500 | $4.28K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3,000 | $4.77K | 0.00% | +3,000 | New |
| Bullock Wealth Management Group | 4,112 | $6.04K | 0.00% | +2,500+155.1% | Added |
| Rockefeller Capital Management L.P. | 6,250 | $9.94K | 0.00% | +6,250 | New |
| Caitong International Asset Management Co., Ltd | 7,324 | $11.6K | 0.00% | +7,324 | New |
| JPMorgan Chase & Co | 7,970 | $13.5K | 0.00% | +7,955+53,033.3% | Added |
| Fifth Third Wealth Advisors LLC | 10,000 | $15.9K | 0.00% | +10,000 | New |
| Simplicity Wealth,LLC | 11,310 | $18.0K | 0.00% | +11,310 | New |
| Advisor Group Holdings, Inc. | 11,466 | $18.2K | 0.00% | +4,163+57.0% | Added |
| Harbour Investments, Inc. | 12,304 | $19.6K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 14,000 | $22.3K | 0.00% | −1,500−9.7% | Reduced |
| Two Sigma Securities, LLC | 14,855 | $23.6K | 0.00% | +14,855 | New |
| Orrstown Financial Services Inc | 15,000 | $23.9K | 0.00% | +15,000 | New |
| GWM Advisors LLC | 16,722 | $26.6K | 0.00% | +16,722 | New |
| Morgan Stanley | 16,956 | $27.0K | 0.00% | +13,150+345.5% | Added |
| SG Americas Securities, LLC | 17,271 | $27.0K | 0.00% | +17,271 | New |
| Signet Private Wealth LLC | 17,555 | $27.9K | 0.02% | +17,555 | New |
| Bank of New York Mellon Corp | 18,664 | $29.7K | 0.00% | +18,664 | New |
| Flower City Capital | 20,000 | $31.8K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 24,119 | $38.3K | 0.00% | −7,373−23.4% | Reduced |
| The PNC Financial Services Group, Inc. | 25,000 | $39.8K | 0.00% | 00.0% | Unchanged |
| Christensen, King & Associates Investment Services, Inc. | 28,327 | $45.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 29,500 | $46.9K | 0.00% | +29,486+210,614.3% | Added |
| Belvedere Trading LLC | 40,899 | $65.0K | 0.01% | +40,899 | New |
| Vanguard Global Advisers, LLC | 41,137 | $65.4K | 0.00% | +34,230+495.6% | Added |
| Scotia Capital Inc. | 46,300 | $73.6K | 0.00% | +46,300 | New |
| Royal Fund Management, LLC | 47,200 | $75.0K | 0.01% | +47,200 | New |
| Tower Research Capital LLC (TRC) | 57,391 | $91.3K | 0.00% | +42,586+287.6% | Added |
| Millennium Management LLC | 57,839 | $92.0K | 0.00% | +57,839 | New |
| Jefferies Financial Group Inc. | 62,500 | $99.4K | 0.00% | +62,500 | New |
| Wealth Management Partners, LLC | 118,170 | $187.9K | 0.04% | +118,170 | New |
| Deutsche Bank AG | 130,700 | $207.8K | 0.00% | +130,700 | New |
| UBS Group AG | 152,215 | $242.0K | 0.00% | +19,146+14.4% | Added |
| LPL Financial LLC | 184,942 | $294.1K | 0.00% | +151,315+450.0% | Added |
| Simplex Trading, LLC | 205,013 | $326.0K | 0.01% | +72,347+54.5% | Added |
| Cantor Fitzgerald, L. P. | 225,000 | $357.8K | 0.01% | +225,000 | New |
| Northern Trust Corp | 237,561 | $377.7K | 0.00% | +170,171+252.5% | Added |
| Group One Trading, L.P. | 246,428 | $391.8K | 0.01% | +132,727+116.7% | Added |
| Raymond James Financial Inc | 332,051 | $528.0K | 0.00% | +305,000+1,127.5% | Added |
| Sanctuary Advisors, LLC | 344,529 | $547.8K | 0.00% | +344,529 | New |
| State Street Corp | 539,802 | $858.3K | 0.00% | +376,700+231.0% | Added |
| Gilpin Wealth Management, LLC | 555,000 | $882.5K | 0.61% | −45,162−7.5% | Reduced |
| Vanguard Fiduciary Trust Co | 661,664 | $1.05M | 0.00% | +485,135+274.8% | Added |
| HRT Financial LP | 784,904 | $1.25M | 0.00% | +717,145+1,058.4% | Added |
| Susquehanna International Group, LLP | 968,190 | $1.54M | 0.00% | +834,106+622.1% | Added |
| Geode Capital Management, LLC | 1,245,868 | $1.98M | 0.00% | +642,262+106.4% | Added |
| Jane Street Group, LLC | 1,425,270 | $2.27M | 0.00% | +1,425,270 | New |
| BlackRock, Inc. | 1,668,579 | $2.65M | 0.00% | +1,191,108+249.5% | Added |
| Marshall Wace, LLP | 1,987,578 | $3.16M | 0.00% | +1,987,578 | New |
| Perceptive Advisors LLC | 3,139,216 | $4.99M | 0.08% | +3,139,216 | New |
| Vanguard Capital Management LLC | 4,376,872 | $6.96M | 0.00% | +2,409,712+122.5% | Added |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −4,168,000−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −470,000−100.0% | Sold out |
| Warberg Asset Management LLC | 0 | $0 | 0.00% | −275,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −255,157−100.0% | Sold out |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −232,546−100.0% | Sold out |
| Connective Capital Management, LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −112,786−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −52,994−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −30,100−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −29,038−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −13,122−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −10,275−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |