OTLK Institutional Ownership & Shareholders
OUTLOOK THERAPEUTICS INC (OTLK) is currently held by 65 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $31.25M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Vanguard Capital Management Llc is currently the largest disclosed institutional shareholder of OTLK tracked by InsiderSet, reporting ownership valued at approximately $6.96M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.01M, representing an estimated loss of -71.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed OTLK value among the investors covered in this analysis. Major shareholders include Vanguard Capital Management Llc, Perceptive Advisors Llc, Marshall Wace, Llp, and several other long-term asset managers with concentrated positions in OUTLOOK THERAPEUTICS INC (OTLK).
This page ranks the largest institutional OTLK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
65
Total Reported Value
$31.25M
Largest Holder
Vanguard Capital Management Llc
Largest Position
$6.96M
Insider Transactions (90d)
3
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management Llc | 0.00% | 4,376,872 | $6,959,226 | $2,013,361 | -$4,945,865 | -71.07% | |
| Perceptive Advisors Llc | 0.08% | 3,139,216 | $4,991,353 | $1,444,039 | -$3,547,314 | -71.07% | |
| Marshall Wace, Llp | 0.00% | 1,987,578 | $3,160,248 | $914,286 | -$2,245,962 | -71.07% | |
| Blackrock, Inc. | 0.00% | 1,668,579 | $2,653,040 | $767,546 | -$1,885,494 | -71.07% | |
| Jane Street Group, Llc | 0.00% | 1,425,270 | $2,266,179 | $655,624 | -$1,610,555 | -71.07% | |
| Geode Capital Management, Llc | 0.00% | 1,245,868 | $1,981,050 | $573,099 | -$1,407,951 | -71.07% | |
| Susquehanna International Group, Llp | 0.00% | 968,190 | $1,539,422 | $445,367 | -$1,094,055 | -71.07% | |
| Hrt Financial Lp | 0.00% | 784,904 | $1,247,000 | $361,056 | -$885,944 | -71.05% | |
| Vanguard Fiduciary Trust Co | 0.00% | 661,664 | $1,052,046 | $304,365 | -$747,681 | -71.07% | |
| State Street Corp | 0.00% | 539,802 | $858,285 | $248,309 | -$609,976 | -71.07% | |
| Sanctuary Advisors, Llc | 0.00% | 344,529 | $547,801 | $158,483 | -$389,318 | -71.07% | |
| Raymond James Financial Inc | 0.00% | 332,051 | $527,961 | $152,743 | -$375,218 | -71.07% | |
| Group One Trading Llc | 0.01% | 246,428 | $391,821 | $113,357 | -$278,464 | -71.07% | |
| Northern Trust Corp | 0.00% | 237,561 | $377,722 | $109,278 | -$268,444 | -71.07% | |
| Gilpin Wealth Management, Llc | 0.24% | 625,000 | $358,438 | $287,500 | -$70,938 | -19.79% | |
| Cantor Fitzgerald, L. P. | 0.01% | 225,000 | $357,750 | $103,500 | -$254,250 | -71.07% | |
| Lpl Financial Llc | 0.00% | 184,942 | $294,058 | $85,073 | -$208,985 | -71.07% | |
| Ubs Group Ag | 0.00% | 152,215 | $242,022 | $70,019 | -$172,003 | -71.07% | |
| Deutsche Bank Ag\ | 0.00% | 130,700 | $207,813 | $60,122 | -$147,691 | -71.07% | |
| Citigroup Inc | 0.00% | 221,657 | $127,120 | $101,962 | -$25,158 | -19.79% | |
| Jefferies Financial Group Inc. | 0.00% | 62,500 | $99,375 | $28,750 | -$70,625 | -71.07% | |
| Millennium Management Llc | 0.00% | 57,839 | $91,964 | $26,606 | -$65,358 | -71.07% | |
| Tower Research Capital Llc (Trc) | 0.00% | 57,391 | $91,252 | $26,400 | -$64,852 | -71.07% | |
| Scotia Capital Inc. | 0.00% | 46,300 | $73,617 | $21,298 | -$52,319 | -71.07% | |
| Vanguard Global Advisers, Llc | 0.00% | 41,137 | $65,408 | $18,923 | -$46,485 | -71.07% | |
| Belvedere Trading Llc | 0.01% | 40,899 | $65,029 | $18,814 | -$46,215 | -71.07% | |
| Royal Fund Management, Llc | 0.01% | 111,415 | $63,897 | $51,251 | -$12,646 | -19.79% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 29,500 | $46,905 | $13,570 | -$33,335 | -71.07% | |
| Pnc Financial Services Group, Inc. | 0.00% | 25,000 | $39,750 | $11,500 | -$28,250 | -71.07% | |
| Vanguard Personalized Indexing Management, Llc | 0.00% | 24,119 | $38,349 | $11,095 | -$27,254 | -71.07% | |
| Christensen, King & Associates Investment Services, Inc. | 0.01% | 54,066 | $31,007 | $24,870 | -$6,137 | -19.79% | |
| Bank Of New York Mellon Corp | 0.00% | 18,664 | $29,676 | $8,585 | -$21,091 | -71.07% | |
| Flower City Capital | 0.01% | 50,000 | $28,675 | $23,000 | -$5,675 | -19.79% | |
| Signet Private Wealth Llc | 0.02% | 17,555 | $27,912 | $8,075 | -$19,837 | -71.07% | |
| Sg Americas Securities, Llc | 0.00% | 17,271 | $27,000 | $7,945 | -$19,055 | -70.58% | |
| Morgan Stanley | 0.00% | 16,956 | $26,960 | $7,800 | -$19,160 | -71.07% | |
| Newedge Advisors, Llc | 0.00% | 16,722 | $26,588 | $7,692 | -$18,896 | -71.07% | |
| Two Sigma Securities, Llc | 0.00% | 14,855 | $23,619 | $6,833 | -$16,786 | -71.07% | |
| Warberg Asset Management Llc | 0.00% | 35,177 | $20,174 | $16,181 | -$3,993 | -19.79% | |
| Harbour Investments, Inc. | 0.00% | 12,304 | $19,563 | $5,660 | -$13,903 | -71.07% | |
| Osaic Holdings, Inc. | 0.00% | 11,466 | $18,228 | $5,274 | -$12,954 | -71.06% | |
| Jpmorgan Chase & Co | 0.00% | 7,970 | $13,469 | $3,666 | -$9,803 | -72.78% | |
| Cora Capital Advisors Llc | 0.00% | 18,000 | $10,323 | $8,280 | -$2,043 | -19.79% | |
| Rockefeller Capital Management L.P. | 0.00% | 6,250 | $9,938 | $2,875 | -$7,063 | -71.07% | |
| Oppenheimer & Co Inc | 0.00% | 16,500 | $9,463 | $7,590 | -$1,873 | -19.79% | |
| Orrstown Financial Services Inc | 0.00% | 15,000 | $8,603 | $6,900 | -$1,703 | -19.80% | |
| Creative Planning | 0.00% | 13,693 | $7,853 | $6,299 | -$1,554 | -19.79% | |
| Simplicity Wealth,Llc | 0.00% | 13,310 | $7,633 | $6,123 | -$1,510 | -19.79% | |
| Fifth Third Wealth Advisors Llc | 0.00% | 10,000 | $5,735 | $4,600 | -$1,135 | -19.79% | |
| Jones Financial Companies Lllp | 0.00% | 2,500 | $4,275 | $1,150 | -$3,125 | -73.10% |
Frequently asked questions about OTLK
Who are the largest institutional holders of OTLK?
The largest institutional holders of OTLK reported in the latest SEC Form 13F filings include Vanguard Capital Management Llc, Perceptive Advisors Llc, Marshall Wace, Llp, Blackrock, Inc., and Jane Street Group, Llc. InsiderSet ranks institutional holders by their latest reported OTLK position.
What is OTLK institutional ownership?
This page tracks OTLK positions reported by institutional investment managers through SEC Form 13F. OUTLOOK THERAPEUTICS INC (OTLK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OTLK?
InsiderSet currently tracks 65 institutional managers reporting OTLK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OTLK shareholders.
How much OTLK stock do institutions own?
Institutional investment managers disclosed approximately $31.25M in OTLK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OTLK institutional ownership last updated?
The latest OTLK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OTLK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OTLK position after the reporting date.
Are institutions buying or selling OTLK?
Institutional buying and selling can be analyzed by comparing OTLK positions across consecutive 13F reporting periods. InsiderSet's OTLK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OTLK ownership changes.
How has OTLK institutional ownership changed over time?
InsiderSet tracks OTLK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.