OATLY GROUP AB OTLY
SPONSORED ADS · ADR · CUSIP 67421J207 · ISIN US67421J2078
Business in Sweden, from 1994 from Malmö
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $9.35. Options: 3 managers hold calls ($335.7k notional), 5 hold puts ($1.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2025 | 55 |
| Q2 2025 | 62 |
| Q3 2025 | 66 |
| Q4 2025 | 60 |
| Q1 2026 | 63 |
| Q2 2026 | 62 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2025 | 27 | 19 |
| Q3 2025 | 27 | 26 |
| Q4 2025 | 18 | 29 |
| Q1 2026 | 22 | 23 |
| Q2 2026 | 27 | 18 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $6.2m | $11.4m | 1.83 |
| Q4 2025 | $3.5m | $2.4m | 0.70 |
| Q1 2026 | $440.1k | $682.4k | 1.55 |
| Q2 2026 | $335.7k | $1.1m | 3.42 |
Biggest buyers
| CREDIT AGRICOLE S A | Added | +467.7k |
| UBS Group AG | Added | +73.8k |
| Tidal Investments LLC | New | +55.4k |
| Maven Securities LTD | New | +45.5k |
| Jump Financial, LLC | New | +20.7k |
| Trexquant Investment LP | Added | +14.6k |
| JANE STREET GROUP, LLC | New | +11.6k |
| SHIKIAR ASSET MANAGEMENT INC | Added | +10.0k |
| GROUP ONE TRADING LLC | Added | +6.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Added | +5.8k |
Biggest sellers
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -51.5k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -19.8k |
| MARSHALL WACE, LLP | Reduced | -15.7k |
| XTX Topco Ltd | Sold out | -14.4k |
| GOLDMAN SACHS GROUP INC | Reduced | -12.2k |
| VAN ECK ASSOCIATES CORP | Sold out | -10.1k |
| MORGAN STANLEY | Reduced | -6.8k |
| CITADEL ADVISORS LLC | Reduced | -5.4k |
| SIMPLEX TRADING, LLC | Sold out | -1.5k |
| BlackRock, Inc. | Reduced | -941 |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $331.0k35.4k shares |
| GROUP ONE TRADING LLC | Added | $2.8k300 shares |
| SIMPLEX TRADING, LLC | New | $1.9k200 shares |
Biggest puts
| Crawford Fund Management, LLC | Added | $646.1k69.1k shares |
| GROUP ONE TRADING LLC | Added | $254.3k27.2k shares |
| JANE STREET GROUP, LLC | New | $140.2k15.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $107.5k11.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $935100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Platin S.a r.l. 13G · passive investor +1.2 pts · filed 2025-10-17 | 10.3% |
| Blackstone Holdings II L.P. 13G · exempt (held before listing) filed 2025-05-08 | 9.4% |
| HILLHOUSE INVESTMENT MANAGEMENT, LTD. 13G · exempt (held before listing) new · filed 2025-05-15 | 6.4% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 4 | $463.5k | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-02 | Ordonez Daniel Eduardo Global President & COO · ADSs | Sold | $349.6k39.1k shares |
| 2026-06-02 | Broadbent Simon Kenneth James SVP Operations & Sust. · ADSs | Sold | $70.0k7.8k shares |
| 2026-06-02 | Lind Martin Fredrik Principal Accounting Officer · ADSs | Sold | $26.6k3.0k shares |
| 2026-06-02 | Flatin Jean-Christophe Marie Chief Executive Officer · ADSs | Sold | $17.3k1.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Blackstone Inc. 0.06% of their portfolio | 2.0m $18.6m | Unchanged |
| CREDIT AGRICOLE S A 0.03% of their portfolio | 1.3m $12.5m | Added +467.7k |
| UBS Group AG 0.00% of their portfolio | 318.9k $3.0m | Added +73.8k |
| STOREBRAND ASSET MANAGEMENT AS 0.00% of their portfolio | 67.5k $630.7k | Added +3.3k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 55.8k $521.8k | Reduced -15.7k |
| Tidal Investments LLC 0.00% of their portfolio | 55.4k $517.6k | New |
| Maven Securities LTD 0.04% of their portfolio | 45.5k $425.6k | New |
| Trexquant Investment LP 0.00% of their portfolio | 37.2k $347.4k | Added +14.6k |
| SHIKIAR ASSET MANAGEMENT INC 0.08% of their portfolio | 34.0k $318.0k | Added +10.0k |
| MORGAN STANLEY 0.00% of their portfolio | 32.3k $301.9k | Reduced -6.8k |
| R Squared Ltd 0.13% of their portfolio | 25.8k $240.9k | Added +161 |
| Jump Financial, LLC 0.00% of their portfolio | 20.7k $193.1k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 19.1k $178.2k | Reduced -5.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 17.6k $164.3k | Added +5.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 14.7k $137.3k | Added +3.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 13.2k $123.4k | Reduced -12.2k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 11.6k $108.5k | New |
| Performa Ltd (US), LLC 0.02% of their portfolio | 11.4k $106.6k | Added +1.3k |
| STATE STREET CORP 0.00% of their portfolio | 10.1k $94.6k | Added +108 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 9.4k $87.8k | Added +4.9k |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 7.2k $67.1k | Added +6.4k |
| BlackRock, Inc. 0.00% of their portfolio | 6.2k $58.3k | Reduced -941 |
| GAMMA Investing LLC 0.00% of their portfolio | 3.8k $35.5k | Reduced -648 |
| Leonteq Securities AG 0.00% of their portfolio | 2.6k $24.6k | Added +530 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 1.6k $14.3k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.5k $13.6k | Added +1 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.4k $12.8k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 1.2k $10.8k | Unchanged |
| Westside Investment Management, Inc. 0.00% of their portfolio | 1.0k $9.3k | Added +300 |
| CITIGROUP INC 0.00% of their portfolio | 842 $7.9k | Added +717 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 721 $7.0k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 525 $4.9k | Reduced -35 |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 345 $3.2k | Added +12 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 317 $3.0k | Added +104 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 137 $1.3k | Added +127 |
| Allworth Financial LP 0.00% of their portfolio | 131 $1.2k | Added +19 |
| WealthCollab, LLC 0.00% of their portfolio | 85 $795 | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 69 $645 | Reduced -527 |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 37 $343 | Unchanged |
| Avion Wealth 0.00% of their portfolio | 35 $0 | Unchanged |
| Coston, McIsaac & Partners 0.00% of their portfolio | 35 $0 | Unchanged |
| Ancora Advisors LLC 0.00% of their portfolio | 32 $299 | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 29 $271 | Reduced -10 |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 27 $252 | Reduced -27 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio | 25 $235 | Unchanged |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 22 $205 | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 22 $206 | Unchanged |
| Napier Financial, LLC 0.00% of their portfolio | 22 $206 | Unchanged |
| American Capital Advisory, LLC 0.00% of their portfolio | 12 $113 | Unchanged |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 10 $94 | Unchanged |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 9 $84 | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio | 7 $65 | Unchanged |
| Allied Private Wealth LLC 0.00% of their portfolio | 7 $66 | First filing |
| BARRETT & COMPANY, INC. 0.00% of their portfolio | 6 $56 | New |
| SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio | 5 $47 | Unchanged |
| Key Financial Inc 0.00% of their portfolio | 5 $47 | Unchanged |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 5 $48 | Unchanged |
| Keating Financial Advisory Services, Inc. 0.00% of their portfolio | 4 $37 | Unchanged |
| Parallel Advisors, LLC 0.00% of their portfolio | 3 $28 | Unchanged |
| Advocate Investing Services LLC 0.00% of their portfolio | 3 $28 | New |
| Atlantic Private Wealth, LLC 0.00% of their portfolio | 2 $19 | Unchanged |
| Smartleaf Asset Management LLC 0.00% of their portfolio | 1 $10 | Unchanged |