OUTLOOK THERAPEUTICS INC (OTLK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
70
Reporting holders
$34.2M
Reported value
8.1%
Of shares outstanding
8.2%
Held as options
+17
Holder change
Institutions report 19,721,504 shares against 243,447,554 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $7.0M | 4,376,872 | 0.00% | 2q | +122.5%+$3.8M |
| PERCEPTIVE ADVISORS LLC | $5.0M | 3,139,216 | 0.07% | new | NEW |
| MARSHALL WACE, LLP | $3.2M | 1,987,578 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 968,190 | 0.00% | 9q | +622.1%+$2.3M |
| BlackRock, Inc. | $2.7M | 1,668,579 | 0.00% | 8q | +249.5%+$1.9M |
| JANE STREET GROUP, LLC | $2.6M | 1,425,270 | 0.00% | 5q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $2.0M | 1,245,868 | 0.00% | 10q | +106.4%+$1.0M |
| VANGUARD FIDUCIARY TRUST CO | $1.1M | 661,664 | 0.00% | 2q | +274.8%+$771.4K |
| GILPIN WEALTH MANAGEMENT, LLC | $1.0M | 555,000 | 0.72% | 3q | -7.5%-$84.7K |
| STATE STREET CORP | $858.3K | 539,802 | 0.00% | 10q | +231.0%+$599.0K |
| CANTOR FITZGERALD, L. P. | $715.5K | 450,000 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $697.1K | 205,013 | 0.00% | 4q | +54.5%+$246.0K |
| CITADEL ADVISORS LLC | $626.0K | options only | 0.00% | 4q | OPTIONS |
| Sanctuary Advisors, LLC | $547.8K | 344,529 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $528.0K | 332,051 | 0.00% | 2q | +1127.5%+$484.9K |
| GROUP ONE TRADING LLC | $521.4K | 246,428 | 0.00% | 6q | +116.7%+$280.8K |
| NORTHERN TRUST CORP | $377.7K | 237,561 | 0.00% | 10q | +252.5%+$270.6K |
| LPL Financial LLC | $294.1K | 184,942 | 0.00% | 6q | +450.0%+$240.6K |
| UBS Group AG | $242.0K | 152,215 | 0.00% | 10q | +14.4%+$30.4K |
| DEUTSCHE BANK AG\ | $207.8K | 130,700 | 0.00% | new | NEW |
| Wealth Management Partners, LLC | $187.9K | 118,170 | 0.04% | new | NEW |
| Corient Private Wealth LP | $111.6K | 70,200 | 0.00% | 2q | +133.2%+$63.8K |
| Jefferies Financial Group Inc. | $99.4K | 62,500 | 0.00% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $92.0K | 57,839 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $91.3K | 57,391 | 0.00% | 3q | +287.6%+$67.7K |
| Royal Fund Management, LLC | $75.0K | 47,200 | 0.01% | new | NEW |
| SCOTIA CAPITAL INC. | $73.6K | 46,300 | 0.00% | new | NEW |
| Belvedere Trading LLC | $73.0K | 40,899 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $65.4K | 41,137 | 0.00% | 2q | +495.6%+$54.4K |
| Steward Partners Investment Advisory, LLC | $46.9K | 29,500 | 0.00% | 10q | +210614.3%+$46.9K |
| Christensen, King & Associates Investment Services, Inc. | $45.0K | 28,327 | 0.02% | 8q | HELD |
| PNC Financial Services Group, Inc. | $39.8K | 25,000 | 0.00% | 8q | HELD |
| Vanguard Personalized Indexing Management, LLC | $38.3K | 24,119 | 0.00% | 7q | -23.4%-$11.7K |
| Flower City Capital | $31.8K | 20,000 | 0.01% | 4q | HELD |
| Bank of New York Mellon Corp | $29.7K | 18,664 | 0.00% | new | NEW |
| Signet Private Wealth LLC | $27.9K | 17,555 | 0.02% | new | NEW |
| MORGAN STANLEY | $27.0K | 16,956 | 0.00% | 10q | +345.5%+$20.9K |
| NewEdge Advisors, LLC | $26.6K | 16,722 | 0.00% | new | NEW |
| ORRSTOWN FINANCIAL SERVICES INC | $23.9K | 15,000 | 0.00% | new | NEW |
| TWO SIGMA SECURITIES, LLC | $23.6K | 14,855 | 0.00% | new | NEW |
| OPPENHEIMER & CO INC | $22.3K | 14,000 | 0.00% | 2q | -9.7%-$2.4K |
| HARBOUR INVESTMENTS, INC. | $19.6K | 12,304 | 0.00% | 10q | HELD |
| OSAIC HOLDINGS, INC. | $18.2K | 11,466 | 0.00% | 5q | +57.0%+$6.6K |
| Simplicity Wealth,LLC | $18.0K | 11,310 | 0.00% | new | NEW |
| Fifth Third Wealth Advisors LLC | $15.9K | 10,000 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $13.5K | 7,970 | 0.00% | 10q | +53033.3%+$13.4K |
| Caitong International Asset Management Co., Ltd | $11.6K | 7,324 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $9.9K | 6,250 | 0.00% | new | NEW |
| Bullock Wealth Management Group | $6.0K | 4,112 | 0.00% | new | FIRST |
| GoalVest Advisory LLC | $4.8K | 3,000 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $4.3K | 2,500 | 0.00% | 4q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.4K | 2,125 | 0.00% | 10q | -7.4% |
| Global Retirement Partners, LLC | $2.4K | 1,500 | 0.00% | new | NEW |
| Fortitude Family Office, LLC | $2.3K | 1,429 | 0.00% | 3q | -44.0%-$1.8K |
| WELLS FARGO & COMPANY/MN | $2.2K | 1,410 | 0.00% | 10q | -71.6%-$5.6K |
| Ancora Advisors LLC | $1.7K | 1,100 | 0.00% | 10q | HELD |
| Integrated Wealth Concepts LLC | $1.6K | 1,000 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $1.2K | 784,904 | 0.00% | 2q | +1058.4%+$1.1K |
| CITIGROUP INC | $1.2K | 765 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $1.1K | 696 | 0.00% | 7q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $485 | 305 | 0.00% | 10q | HELD |
| SBI Securities Co., Ltd. | $353 | 222 | 0.00% | 7q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $318 | 200 | 0.00% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $285 | 179 | 0.00% | 9q | HELD |
| Quarry LP | $280 | 176 | 0.00% | new | NEW |
| Larson Financial Group LLC | $159 | 100 | 0.00% | 10q | HELD |
| Prestige Wealth Management Group LLC | $99 | 62 | 0.00% | 10q | HELD |
| Federation des caisses Desjardins du Quebec | $40 | 25 | 0.00% | 6q | -98.1%-$2.1K |
| SG Americas Securities, LLC | $27 | 17,271 | 0.00% | new | NEW |
| Bogart Wealth, LLC | $8 | 5 | 0.00% | 2q | HELD |
| FMR LLC | $2 | 1 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $0 | 156 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-19 | 13G | CVI Investments, Inc.with 1 co-filers | 9.9% |
| 2026-08-14 | 13D/A | GMS Ventures & Investmentswith 1 co-filers | 16.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 70 | $34.2M | 19,721,504 | 28 | 19 | 7 | 8.2% |
| Q1 2026 | 53 | $2.3M | 10,547,947 | 12 | 16 | 6 | 4.9% |
| Q4 2025 | 56 | $15.9M | 6,820,797 | 10 | 19 | 8 | 32.3% |
| Q3 2025 | 54 | $4.5M | 3,874,822 | 8 | 12 | 24 | 9.4% |
| Q2 2025 | 64 | $9.5M | 5,926,786 | 19 | 14 | 17 | 0.4% |
| Q1 2025 | 61 | $8.7M | 7,049,420 | 13 | 20 | 14 | 0.9% |
| Q4 2024 | 59 | $11.6M | 4,418,821 | 9 | 21 | 11 | 28.2% |
| Q3 2024 | 68 | $46.4M | 8,373,373 | 13 | 25 | 10 | 3.6% |
| Q2 2024 | 62 | $62.8M | 8,495,216 | 15 | 21 | 10 | 0.2% |
| Q1 2024 | 50 | $89.5M | 7,511,251 | 50 | 0 | 0 | 0.0% |
| Q4 2023 | 79 | $11.8M | 30,074,192 | 14 | 24 | 14 | 0.0% |
| Q3 2023 | 73 | $6.0M | 27,126,278 | 10 | 22 | 17 | 0.0% |
| Q2 2023 | 81 | $50.9M | 29,263,772 | 12 | 27 | 19 | 0.0% |
| Q1 2023 | 69 | $27.8M | 25,486,033 | 10 | 27 | 7 | 0.0% |
| Q4 2022 | 63 | $25.6M | 23,689,730 | 5 | 20 | 13 | 0.0% |
| Q3 2022 | 75 | $29.3M | 23,996,532 | 7 | 24 | 17 | 0.0% |
| Q2 2022 | 73 | $25.3M | 24,772,233 | 12 | 22 | 22 | 0.0% |
| Q1 2022 | 72 | $45.3M | 25,343,727 | 14 | 21 | 20 | 0.0% |
| Q4 2021 | 69 | $32.7M | 24,072,902 | 11 | 20 | 20 | 0.0% |
| Q3 2021 | 63 | $46.0M | 21,169,651 | 10 | 23 | 14 | 0.0% |
| Q2 2021 | 61 | $51.2M | 20,560,364 | 28 | 12 | 12 | 0.0% |
| Q1 2021 | 49 | $30.3M | 13,467,796 | 21 | 11 | 8 | 0.0% |
| Q4 2020 | 29 | $7.8M | 5,964,733 | 9 | 8 | 7 | 0.0% |
| Q3 2020 | 26 | $2.8M | 3,869,969 | 14 | 6 | 1 | 0.0% |
| Q2 2020 | 18 | $2.2M | 1,678,480 | 7 | 8 | 0 | 0.0% |
| Q1 2020 | 19 | $3.6M | 5,982,867 | 11 | 3 | 1 | 0.0% |
| Q4 2019 | 15 | $904.0K | 1,525,079 | 7 | 4 | 1 | 0.0% |
| Q3 2019 | 14 | $1.4M | 948,373 | 6 | 3 | 2 | 0.0% |
| Q2 2019 | 13 | $1.7M | 833,880 | 6 | 5 | 1 | 0.0% |
| Q1 2019 | 13 | $1.5M | 207,306 | 11 | 0 | 1 | 0.0% |
| Q4 2018 | 12 | $2.2M | 4,317,284 | 1 | 0 | 0 | 0.0% |