Phathom Pharmaceuticals, Inc.
PHAT- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001783183
No open-market purchases or sales by Phathom Pharmaceuticals, Inc. insiders were filed in the last 90 days; 161 institutions reported holding it in 13F filings for Q2 2026, worth $782.1M in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Phathom Pharmaceuticals, Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 103
- +19 vs. Q1 2023
- Shares held
- 42.8M
- +12.0M (+39.0%) vs. Q1 2023
- Total value
- $612.6M
- +$392.9M (+178.8%) vs. Q1 2023
- New holders
- 28
- 41 more added
- Sold out
- 9
- 20 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PHAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 161 | $782.1M |
| Q1 2026 | 174 | $765.5M |
| Q4 2025 | 173 | $1.03B |
| Q3 2025 | 133 | $733.6M |
| Q2 2025 | 117 | $550.5M |
| Q1 2025 | 137 | $401.4M |
| Q4 2024 | 144 | $541.2M |
| Q3 2024 | 133 | $1.31B |
| Q2 2024 | 114 | $598.6M |
| Q1 2024 | 114 | $588.2M |
| Q4 2023 | 117 | $503.3M |
| Q3 2023 | 110 | $452.7M |
| Q2 2023 | 103 | $612.6M |
| Q1 2023 | 84 | $219.7M |
| Q4 2022 | 87 | $316.6M |
| Q3 2022 | 94 | $334.3M |
| Q2 2022 | 94 | $230.0M |
| Q1 2022 | 82 | $349.1M |
| Q4 2021 | 83 | $562.0M |
| Q3 2021 | 84 | $819.8M |
| Q2 2021 | 79 | $843.6M |
| Q1 2021 | 84 | $919.2M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Phathom Pharmaceuticals, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 20 | $286 | 0.00% | +7+53.8% | Added |
| Newbridge Financial Services Group, Inc. | 35 | $501 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 113 | $1.62K | 0.00% | +113 | New |
| Lindbrook Capital, LLC | 132 | $1.89K | 0.00% | +132 | New |
| Daiwa Securities Group Inc. | 167 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 140 | $2.00K | 0.00% | +140 | New |
| Tower Research Capital LLC (TRC) | 477 | $6.83K | 0.00% | −1,228−72.0% | Reduced |
| Tradition Wealth Management, LLC | 500 | $7.00K | 0.00% | +100+25.0% | Added |
| China Universal Asset Management Co., Ltd. | 717 | $10.3K | 0.00% | +153+27.1% | Added |
| Great West Life Assurance Co | 850 | $12.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,069 | $15.3K | 0.00% | +104+10.8% | Added |
| Cutler Group LP | 1,200 | $17.0K | 0.00% | +100+9.1% | Added |
| Metropolitan Life Insurance Co | 1,373 | $19.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,588 | $22.7K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,788 | $25.6K | 0.00% | −353−16.5% | Reduced |
| Royal Bank of Canada | 2,502 | $36.0K | 0.00% | +617+32.7% | Added |
| Amalgamated Bank | 2,575 | $37.0K | 0.00% | −659−20.4% | Reduced |
| Advisor Group Holdings, Inc. | 4,251 | $59.4K | 0.00% | +4,100+2,715.2% | Added |
| New York State Common Retirement Fund | 5,666 | $81.1K | 0.00% | −8,937−61.2% | Reduced |
| Virtus ETF Advisers LLC | 8,515 | $121.9K | 0.07% | +8,515 | New |
| Russell Investments Group, Ltd. | 8,981 | $128.6K | 0.00% | +8,981 | New |
| Citigroup Inc | 9,084 | $130.1K | 0.00% | +8,138+860.3% | Added |
| Wells Fargo & Company | 9,598 | $137.4K | 0.00% | +4,872+103.1% | Added |
| Renaissance Technologies LLC | 10,000 | $143.0K | 0.00% | +10,000 | New |
| Staley Capital Advisers Inc | 10,000 | $143.2K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 10,045 | $143.8K | 0.00% | +10,045 | New |
| Manufacturers Life Insurance Company, The | 10,416 | $149.2K | 0.00% | +10,416 | New |
| Principal Financial Group Inc | 10,542 | $151.0K | 0.00% | +10,542 | New |
| Barclays PLC | 10,813 | $154.8K | 0.00% | −1,713−13.7% | Reduced |
| Deutsche Bank AG | 11,129 | $159.4K | 0.00% | −5,070−31.3% | Reduced |
| Jane Street Group, LLC | 11,200 | $160.4K | 0.00% | −2,145−16.1% | Reduced |
| American International Group, Inc. | 11,846 | $169.6K | 0.00% | +6+0.1% | Added |
| MetLife Investment Management | 12,302 | $176.2K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 12,500 | $179.0K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 13,444 | $192.5K | 0.00% | +210+1.6% | Added |
| Price T Rowe Associates Inc | 13,432 | $193.0K | 0.00% | −1,636−10.9% | Reduced |
| UBS Group AG | 16,806 | $240.7K | 0.00% | +16,806 | New |
| Vestcor Inc | 16,895 | $242.0K | 0.01% | +16,895 | New |
| Citadel Advisors LLC | 16,915 | $242.2K | 0.00% | −171,569−91.0% | Reduced |
| Ergoteles LLC | 18,300 | $262.1K | 0.01% | +18,300 | New |
| Trexquant Investment LP | 18,301 | $262.1K | 0.01% | +18,301 | New |
| Allworth Financial LP | 19,580 | $280.4K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 20,475 | $293.2K | 0.00% | +475+2.4% | Added |
| Simplex Trading, LLC | 24,326 | $348.0K | 0.01% | −5,085−17.3% | Reduced |
| Millennium Management LLC | 27,941 | $400.1K | 0.00% | −29,922−51.7% | Reduced |
| Occidental Asset Management, LLC | 29,672 | $424.9K | 0.10% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 30,134 | $431.5K | 0.08% | +6,885+29.6% | Added |
| Legal & General Group Plc | 32,276 | $462.3K | 0.00% | +28,358+723.8% | Added |
| California State Teachers Retirement System | 37,071 | $530.9K | 0.00% | +11,541+45.2% | Added |
| FMR LLC | 37,324 | $534.5K | 0.00% | +36,556+4,759.9% | Added |
| Alliancebernstein L.P. | 37,700 | $539.9K | 0.00% | +10,400+38.1% | Added |
| Credit Suisse AG | 39,464 | $565.1K | 0.00% | +22,803+136.9% | Added |
| Two Sigma Investments, LP | 41,500 | $594.3K | 0.00% | +12,400+42.6% | Added |
| Rhumbline Advisers | 50,205 | $718.9K | 0.00% | +17,444+53.2% | Added |
| Atom Investors LP | 53,286 | $763.1K | 0.29% | −33,321−38.5% | Reduced |
| Gsa Capital Partners LLP | 53,909 | $772.0K | 0.08% | +33,677+166.5% | Added |
| Bank of America Corp | 56,082 | $803.1K | 0.00% | −197,403−77.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 58,658 | $840.0K | 0.05% | +616+1.1% | Added |
| Moore Capital Management, LP | 60,000 | $859.2K | 0.02% | +60,000 | New |
| Penn Mutual Asset Management, LLC | 62,802 | $899.3K | 0.81% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 63,408 | $908.0K | 0.00% | −83,008−56.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 70,803 | $1.01M | 0.01% | +70,803 | New |
| Swiss National Bank | 71,500 | $1.02M | 0.00% | +31,100+77.0% | Added |
| Morgan Stanley | 72,382 | $1.04M | 0.00% | −21,316−22.7% | Reduced |
| Bank of New York Mellon Corp | 78,587 | $1.13M | 0.00% | +1,250+1.6% | Added |
| State of Wisconsin Investment Board | 86,295 | $1.24M | 0.00% | −8,872−9.3% | Reduced |
| Wellington Management Group LLP | 98,013 | $1.40M | 0.00% | +98,013 | New |
| D. E. Shaw & Co., Inc. | 113,693 | $1.63M | 0.00% | +113,693 | New |
| AlphaCentric Advisors LLC | 130,000 | $1.86M | 1.03% | +130,000 | New |
| JPMorgan Chase & Co | 133,996 | $1.92M | 0.00% | +409+0.3% | Added |
| UBS Oconnor LLC | 140,280 | $2.01M | 0.04% | +40,187+40.1% | Added |
| Ghost Tree Capital, LLC | 154,250 | $2.21M | 0.80% | +154,250 | New |
| Goldman Sachs Group Inc | 154,668 | $2.21M | 0.00% | +105,987+217.7% | Added |
| Federated Hermes, Inc. | 163,956 | $2.35M | 0.01% | +163,956 | New |
| Charles Schwab Investment Management Inc | 178,870 | $2.56M | 0.00% | +7,263+4.2% | Added |
| Nuveen Asset Management, LLC | 181,609 | $2.60M | 0.00% | +73,325+67.7% | Added |
| Silverarc Capital Management, LLC | 200,000 | $2.86M | 0.97% | 00.0% | Unchanged |
| Altium Capital Management LP | 207,432 | $2.97M | 2.32% | +207,432 | New |
| Northern Trust Corp | 217,186 | $3.11M | 0.00% | +4,285+2.0% | Added |
| Simplify Asset Management Inc. | 237,935 | $3.41M | 0.62% | 00.0% | Unchanged |
| Tang Capital Management LLC | 250,000 | $3.58M | 0.53% | +250,000 | New |
| MPM Oncology Impact Management LP | 282,332 | $4.04M | 0.81% | +69,717+32.8% | Added |
| StepStone Group LP | 422,085 | $6.04M | 1.12% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 490,123 | $7.02M | 0.00% | +41,512+9.3% | Added |
| State Street Corp | 529,843 | $7.59M | 0.00% | +66,100+14.3% | Added |
| GW&K Investment Management, LLC | 592,388 | $8.48M | 0.08% | −6,460−1.1% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 656,000 | $9.39M | 0.20% | +656,000 | New |
| Woodline Partners LP | 673,688 | $9.65M | 0.11% | +673,688 | New |
| Newtyn Management, LLC | 683,648 | $9.79M | 2.31% | +1,621+0.2% | Added |
| EcoR1 Capital, LLC | 700,000 | $10.0M | 0.26% | +700,000 | New |
| Decheng Capital Management III (Cayman), LLC | 850,000 | $12.2M | 3.82% | +850,000 | New |
| Kennedy Capital Management, Inc. | 1,049,675 | $15.0M | 0.35% | +1,049,675 | New |
| Gilder Gagnon Howe & Co LLC | 1,060,605 | $15.2M | 0.21% | +506,776+91.5% | Added |
| NEA Management Company, LLC | 1,276,595 | $18.3M | 1.40% | +1,276,595 | New |
| 683 Capital Management, LLC | 1,287,500 | $18.4M | 1.79% | −38,000−2.9% | Reduced |
| Vanguard Group Inc | 1,742,337 | $25.0M | 0.00% | +564,840+48.0% | Added |
| Ensign Peak Advisors, Inc | 1,757,127 | $25.2M | 0.05% | −4,064−0.2% | Reduced |
| Avidity Partners Management LP | 1,949,700 | $27.9M | 0.98% | −98,900−4.8% | Reduced |
| BlackRock Inc. | 2,002,632 | $28.7M | 0.00% | +369,722+22.6% | Added |
| Invesco Ltd. | 3,332,137 | $47.7M | 0.01% | +1,150,465+52.7% | Added |