OTLK · Company research
Outlook Therapeutics, Inc. (OTLK): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15000 | 8603 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12304 | 19563 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 179 | 285 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| ORRSTOWN FINANCIAL SERVICES INC | 826154 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15000 | 23850 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130000 | 206700 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| GoalVest Advisory LLC | 1839307 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3000 | 4770 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41137 | 65408 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 318 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Belvedere Trading LLC | 1632341 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40899 | 65029 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 226600 | 360294 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7955 | 13444 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1681877 | 2674184 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17271 | 27 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29500 | 46905 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25000 | 39750 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 696 | 1107 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57391 | 91252 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SCOTIA CAPITAL INC. | 1335644 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46300 | 73617 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 325175 | 517028 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 184942 | 294058 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7324 | 11645 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Sanctuary Advisors, LLC | 1777271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 344529 | 547801 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Signet Private Wealth LLC | 2096298 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17555 | 27912 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Ancora Advisors LLC | 1446114 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1100 | 1749 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1500 | 2385 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Fortitude Family Office, LLC | 1950506 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1429 | 2272 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18662 | 29673 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Fifth Third Wealth Advisors LLC | 1899030 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 15900 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 246428 | 391821 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25 | 40 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 539802 | 858285 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 955813 | 1519743 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bullock Wealth Management Group | 2067581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4112 | 6045 | — | — | — | Aug 19, 2026 | SEC_13F_DATASET |
| PERCEPTIVE ADVISORS LLC | 1224962 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3139216 | 4991353 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TWO SIGMA SECURITIES, LLC | 1450144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14855 | 23619 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1655494 | 2632235 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CANTOR FITZGERALD, L. P. | 1024896 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 225000 | 357750 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Flower City Capital | 1808394 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20000 | 31800 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Prestige Wealth Management Group LLC | 1772715 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62 | 99 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 156 | 0 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 784904 | 1247 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1409 | 2240 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1425270 | 2266179 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 765 | 1216 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11466 | 18228 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 237561 | 377722 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Royal Fund Management, LLC | 1810099 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47200 | 75048 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Christensen, King & Associates Investment Services, Inc. | 2032544 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28327 | 45040 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 176 | 280 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bogart Wealth, LLC | 1715740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 8 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| GILPIN WEALTH MANAGEMENT, LLC | 2058144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 555000 | 882450 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 159 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14000 | 22260 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2125 | 3379 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 661664 | 1052046 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4376872 | 6959226 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 222 | 353 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Jefferies Financial Group Inc. | 96223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62500 | 99375 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Simplicity Wealth,LLC | 1913243 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11310 | 17983 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Wealth Management Partners, LLC | 1843294 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118170 | 187890 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| State Street Corporation | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 539802 | 858285000 | — | — | — | Sep 22, 2026 | SEC_13F_HR |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 1590 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Northern Trust Corp | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 237561 | 377722000 | — | — | — | Aug 13, 2026 | SEC_13F_HR |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 2 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Blackrock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13085 | 20805000 | — | — | — | Aug 7, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 765 | 1216000 | — | — | — | Aug 3, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15000 | 23850000 | — | — | — | Jul 10, 2026 | SEC_13F_HR |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 205013 | 325970 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68 | 108 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24119 | 38349 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6250 | 9938 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111696 | 177597 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 305 | 485 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 997436 | 1586044 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16722 | 26588 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35100 | 55809 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2500 | 4275 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MILLENNIUM MANAGEMENT LLC | 1273087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57839 | 91964 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1409 | 290 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Goldman Sachs Group Inc. | 886982 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10275 | 2115000 | — | — | — | May 15, 2026 | SEC_13F_HR |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.