OTLY

Oatly Group AB Cross-source read$12.71 1.44%
Consumer StaplesCUSIP 67421J207· EOD Sep 11, 2026

Among active 13F managers last quarter, 5 opened and 9 added, while 4 reduced; the largest holder to move was Marshall Wace, LLP (new position). Over the last 180 days, 4 insiders sold and none bought, a net -$464K in open-market trades.

Tracked 13F holders
63
29 in Q2 2026 filings
13F value (tracked)
$40.1M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
14 adding · 4 trimming
Insiders · Form 4 open-market, 180d
0 buying · 4 selling · -$464K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$12.71 1.44%5Y -96.4%
$7.31$101.82$196.33$290.85$385.3620212022202320242025202613931310812129482
Hover for who · click for detailEnd-of-day closing prices52w $8.03 – $18.09

Who owns OTLY?

63 tracked 13F filers · ranked by shares held

63 tracked 13F filers disclose a position in OTLY as of the latest SEC 13F filings, a combined $40.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Blackstone Inc.2.0M
$20.2M
Held
Q1 2026
2Credit Agricole S A1.3M
$12.5M
+54%
Added · +468K sh
Q2 2026
3UBS Group AG245K
$2.5M
+271%
Added · +179K sh
Q1 2026
4Marshall Wace, LLP72K
$725K
New
+72K sh
Q1 2026
5Storebrand Asset Management As67K
$631K
+5.2%
Added · +3K sh
Q2 2026
6Tidal Investments LLC55K
$518K
New
+55K sh
Q2 2026
7Renaissance Technologies LLC52K
$522K
+75%
Added · +22K sh
Q1 2026
8Morgan Stanley39K
$396K
−19%
Reduced · −9K sh
Q1 2026
9Trexquant Investment LP37K
$347K
+65%
Added · +15K sh
Q2 2026
10R Squared Ltd26K
$241K
+0.6%
Added · +161 sh
Q2 2026
11Goldman Sachs Group Inc25K
$258K
−7.5%
Reduced · −2K sh
Q1 2026
12Millennium Management LLC20K
$201K
−16%
Reduced · −4K sh
Q1 2026
13Citadel Advisors LLC19K
$178K
−22%
Reduced · −5K sh
Q2 2026
14Geode Capital Management, LLC15K
$137K
+30%
Added · +3K sh
Q2 2026
15XTX Topco Ltd14K
$146K
New
+14K sh
Q1 2026
16Mirae Asset Global Etfs Holdings Ltd.12K
$119K
+23%
Added · +2K sh
Q1 2026
17Performa Ltd (US), LLC11K
$107K
+13%
Added · +1K sh
Q2 2026
18State Street Corp10K
$95K
+1.1%
Added · +108 sh
Q2 2026
19Group One Trading LLC7K
$67K
+835%
Added · +6K sh
Q2 2026
20BlackRock, Inc.6K
$58K
−13%
Reduced · −941 sh
Q2 2026
21BNP Paribas Financial Markets4K
$45K
New
+4K sh
Q1 2026
22GAMMA Investing LLC4K
$35K
−15%
Reduced · −648 sh
Q2 2026
23Leonteq Securities AG2K
$21K
+55%
Added · +749 sh
Q1 2026
24Jones Financial Companies LLLP2K
$15K
31×
Added · +2K sh
Q1 2026
25Simplex Trading, LLC2K
$16K
−69%
Reduced · −3K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is OTLY being bought or sold by institutions?

Last quarter, 5 funds opened a new position in OTLY and 9 added to an existing one, while 4 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
5
funds took a first position
Added
9
added to an existing position
Reduced
4
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own OTLY also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA30 funds$12.0B
Apple IncAAPL30 funds$10.7B
Alphabet Inc-CL CGOOG30 funds$3.9B
JPMorgan Chase & CoJPM30 funds$2.4B
Amazon.com IncAMZN29 funds$7.6B
Microsoft CorpMSFT29 funds$6.5B
Alphabet Inc-CL AGOOGL29 funds$4.7B
Broadcom IncAVGO29 funds$4.3B
Meta Platforms Inc-Class AMETA29 funds$3.7B
Tesla IncTSLA29 funds$3.2B
Advanced Micro DevicesAMD29 funds$3.0B
Taiwan Semiconductor-SP ADRTSM29 funds$2.3B

Ranked by how many of OTLY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OTLY.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$464K
4 insiders
Net · 180d
-$464K
4 open-market transactions
DateInsiderRoleActionSharesValue
Jun 2, 2026Ordonez Daniel EduardoGlobal President & COOSell (S)39K$350K
Jun 2, 2026Flatin Jean-Christophe MarieChief Executive OfficerSell (S)2K$17K
Jun 2, 2026Lind Martin FredrikPrincipal Accounting OfficerSell (S)3K$27K
Jun 2, 2026Broadbent Simon Kenneth JamesSVP Operations & Sust.Sell (S)8K$70K

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
1914
Insiders
Form 4 open-market
04-$464K
US House
STOCK Act trades
00$0
Sector rotation
OTLY is in Consumer Staples, which smart money is rotating OUT OF
$5.5B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

29 tracked filers in Q2 2026 filingsstill filing
03161Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $14.3M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for OTLY

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Ask your agent what changed in OTLY

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/OTLY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for OTLY.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for OTLY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.