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Outlook Therapeutics Inc (OTLK)

CUSIP: 69012T305 | NYSE | Healthcare · Biotechnology | Micro Cap | 158 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GEmpery Asset Management, LP21,247,8568.7%New 5%+ stakeSep 30, 2026No 13F filer matched
13D/AGMS Ventures & Investments42,631,14216.4%+5,050,504Aug 12, 2026No 13F filer matched
13GCVI Investments, Inc.24,713,9089.9%New 5%+ stakeAug 12, 2026No 13F filer matched
13GEmpery Asset Management, LP21,247,856
8.7% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched
13D/AGMS Ventures & Investments42,631,142
16.4% of class · Aug 12, 2026+5,050,504
No 13F filer matched
13GCVI Investments, Inc.24,713,908
9.9% of class · Aug 12, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Geode Capital Management, LLC1,716,408
0.0% of portfolio›$984.7K
Gilpin Wealth Management, LLC625,000
0.2% of portfolio›$358.4K
Citigroup Inc221,657
0.0% of portfolio›$127.1K
Royal Fund Management, LLC111,415
0.0% of portfolio›$63.9K
Jefferies Financial Group Inc.62,500
0.0% of portfolio›$35.8K
LPL Financial LLC54,283
0.0% of portfolio›$31.1K
Christensen, King & Associates Investment Services, Inc.54,066
0.0% of portfolio›$31.0K
Flower City Capital50,000
0.0% of portfolio›$28.7K
Warberg Asset Management LLC35,177
0.0% of portfolio›$20.2K
PNC Financial Services Group, Inc.25,000
0.0% of portfolio›$14.4K
Clearwater Capital Advisors, LLC20,000
0.0% of portfolio›$11.5K
Bank of New York Mellon Corp18,664
0.0% of portfolio›$10.7K
Cora Capital Advisors LLC18,000
0.0% of portfolio›$10.3K
Oppenheimer & Co Inc16,500
0.0% of portfolio›$9.5K
Orrstown Financial Services Inc15,000
0.0% of portfolio›$8.6K
Creative Planning13,693
0.0% of portfolio›$7.9K
Simplicity Wealth,LLC13,310
0.0% of portfolio›$7.6K
Fifth Third Wealth Advisors LLC10,000
0.0% of portfolio›$5.7K
Jacobi Capital Management LLC8,080
0.0% of portfolio›$4.6K
Bullock Wealth Management Group7,112
0.0% of portfolio›$4.1K
GoalVest Advisory LLC3,000
0.0% of portfolio›$1.7K
Deutsche Bank Ag\2,000
0.0% of portfolio›$1.1K
Fortitude Family Office, LLC1,429
0.0% of portfolio›$820
SBI Securities Co., Ltd.511
0.0% of portfolio›$293
EverSource Wealth Advisors, LLC363
0.0% of portfolio›$208
Armstrong Advisory Group, Inc179
0.0% of portfolio›$103
Larson Financial Group LLC100
0.0% of portfolio›$57
Barclays PLC61
0.0% of portfolio›$35
StyleTurnoverLocationFiled
Geode Capital Management, LLC
1,716,408$984.7K0.0%IndexVery LowBoston, MA2026-11-06
Gilpin Wealth Management, LLC
625,000$358.4K0.2%GrowthLowDenver, CO2026-10-09
Citigroup Inc
221,657$127.1K0.0%CoreMediumNew York, NY2026-11-04
Royal Fund Management, LLC
111,415$63.9K0.0%GrowthMediumLady Lake, FL2026-10-22
Jefferies Financial Group Inc.
62,500$35.8K0.0%CoreVery HighNew York, NY2026-11-05
LPL Financial LLC
54,283$31.1K0.0%IndexVery LowFort Mill, SC2026-11-06
Christensen, King & Associates Investment Services, Inc.
54,066$31.0K0.0%ETFVery LowRichland, WA2026-10-22
Flower City Capital
50,000$28.7K0.0%ETFVery LowPittsford, NY2026-10-15
Warberg Asset Management LLC
35,177$20.2K0.0%YieldHighWinnetka, IL2026-11-02
PNC Financial Services Group, Inc.
25,000$14.4K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Clearwater Capital Advisors, LLC
20,000$11.5K0.0%ETFLowHoffman Estates, IL2026-11-06
Bank of New York Mellon Corp
18,664$10.7K0.0%CoreLowNew York, NY2026-11-05
Cora Capital Advisors LLC
18,000$10.3K0.0%ETFLowMarlton, NJ2026-11-02
Oppenheimer & Co Inc
16,500$9.5K0.0%CoreLowNew York, NY2026-10-26
Orrstown Financial Services Inc
15,000$8.6K0.0%ETFLowHarrisburg, PA2026-10-14
Creative Planning
13,693$7.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Simplicity Wealth,LLC
13,310$7.6K0.0%ETFLowSummit, NJ2026-10-23
Fifth Third Wealth Advisors LLC
10,000$5.7K0.0%IndexVery LowCincinnati, OH2026-10-22
Jacobi Capital Management LLC
8,080$4.6K0.0%CoreLowPittston, PA2026-11-05
Bullock Wealth Management Group
7,112$4.1K0.0%GrowthLowBloomington, IN2026-10-09
GoalVest Advisory LLC
3,000$1.7K0.0%ETFMediumNew York, NY2026-10-02
Deutsche Bank Ag\
2,000$1.1K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Fortitude Family Office, LLC
1,429$8200.0%ETFMediumScottsdale, AZ2026-10-14
SBI Securities Co., Ltd.
511$2930.0%Agg GrowthLowTokyo, Mexico2026-10-22
EverSource Wealth Advisors, LLC
363$2080.0%CoreMediumBirmingham, AL2026-11-04
Armstrong Advisory Group, Inc
179$1030.0%ETFHighNeedham, MA2026-10-09
Larson Financial Group LLC
100$570.0%GrowthLowSt Louis, MO2026-11-05
Barclays PLC
61$350.0%CoreMediumLondon, United Kingdom2026-11-06