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, Q4 2023
Institutional positions in Phathom Pharmaceuticals, Inc. as of Dec 31, 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
- 117
- +8 vs. Q3 2023
- Shares held
- 54.1M
- +11.2M (+26.1%) vs. Q3 2023
- Total value
- $503.3M
- +$59.4M (+13.4%) vs. Q3 2023
- New holders
- 25
- 50 more added
- Sold out
- 17
- 22 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Phathom Pharmaceuticals, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 7 | $47 | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 19 | $173 | 0.00% | +19 | New |
| ZRC Wealth Management, LLC | 20 | $208 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 30 | $274 | 0.00% | +10+50.0% | Added |
| The PNC Financial Services Group, Inc. | 135 | $1.23K | 0.00% | +5+3.8% | Added |
| Bear Mountain Capital, Inc. | 200 | $1.50K | 0.00% | +200 | New |
| Daiwa Securities Group Inc. | 167 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 279 | $2.54K | 0.00% | −2,434−89.7% | Reduced |
| BFSG, LLC | 300 | $2.74K | 0.00% | +300 | New |
| Tradition Wealth Management, LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 915 | $8.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 960 | $8.77K | 0.00% | −91−8.7% | Reduced |
| ICA Group Wealth Management, LLC | 1,300 | $11.9K | 0.00% | +1,300 | New |
| Group One Trading, L.P. | 1,545 | $14.1K | 0.00% | +1,545 | New |
| Metropolitan Life Insurance Co | 1,818 | $16.6K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 2,205 | $20.1K | 0.00% | +2,205 | New |
| Great West Life Assurance Co | 2,839 | $26.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,824 | $26.0K | 0.00% | +249+9.7% | Added |
| Ameritas Investment Partners, Inc. | 3,095 | $28.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,333 | $30.4K | 0.00% | +1,444+76.4% | Added |
| Citigroup Inc | 5,649 | $51.6K | 0.00% | +1,821+47.6% | Added |
| New York State Common Retirement Fund | 5,787 | $52.8K | 0.00% | −38−0.7% | Reduced |
| China Universal Asset Management Co., Ltd. | 6,626 | $60.5K | 0.01% | +5,171+355.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,271 | $75.5K | 0.00% | −158−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 9,861 | $90.0K | 0.00% | +550+5.9% | Added |
| Staley Capital Advisers Inc | 10,000 | $91.3K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 10,000 | $91.3K | 0.00% | +10,000 | New |
| Royal Bank of Canada | 10,432 | $94.0K | 0.00% | +4,716+82.5% | Added |
| Virtus ETF Advisers LLC | 10,367 | $94.7K | 0.06% | +2,623+33.9% | Added |
| Wells Fargo & Company | 10,890 | $99.4K | 0.00% | +3,616+49.7% | Added |
| Citadel Advisors LLC | 11,533 | $105.3K | 0.00% | −264,194−95.8% | Reduced |
| Principal Financial Group Inc | 11,585 | $105.8K | 0.00% | −216−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 12,250 | $111.8K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 12,500 | $114.1K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,843 | $117.3K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 12,893 | $117.7K | 0.00% | +12,893 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,636 | $124.5K | 0.00% | +95+0.7% | Added |
| Entropy Technologies, LP | 14,590 | $133.2K | 0.02% | +14,590 | New |
| Algert Global LLC | 14,920 | $136.2K | 0.01% | −76,900−83.8% | Reduced |
| Landscape Capital Management, L.L.C. | 14,940 | $136.4K | 0.01% | +14,940 | New |
| Dynamic Technology Lab Private Ltd | 15,000 | $137.0K | 0.01% | +15,000 | New |
| American International Group, Inc. | 15,938 | $145.5K | 0.00% | +529+3.4% | Added |
| MetLife Investment Management | 16,471 | $150.4K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 17,401 | $159.0K | 0.00% | +4,007+29.9% | Added |
| Deutsche Bank AG | 17,699 | $161.6K | 0.00% | +4,870+38.0% | Added |
| SG Americas Securities, LLC | 18,070 | $165.0K | 0.00% | +5,906+48.6% | Added |
| Tocqueville Asset Management L.P. | 18,100 | $165.3K | 0.00% | +18,100 | New |
| AQR Capital Management LLC | 18,427 | $168.2K | 0.00% | −4,408−19.3% | Reduced |
| Graham Capital Management, L.P. | 20,619 | $188.3K | 0.01% | +20,619 | New |
| Creative Planning | 21,352 | $194.9K | 0.00% | +877+4.3% | Added |
| Allworth Financial LP | 22,580 | $206.2K | 0.00% | +3,000+15.3% | Added |
| Two Sigma Advisers, LP | 22,700 | $207.3K | 0.00% | +22,700 | New |
| Fulton Breakefield Broenniman LLC | 23,579 | $215.3K | 0.02% | +23,579 | New |
| Occidental Asset Management, LLC | 29,672 | $270.9K | 0.06% | 00.0% | Unchanged |
| California State Teachers Retirement System | 30,590 | $279.3K | 0.00% | −396−1.3% | Reduced |
| Legal & General Group Plc | 34,253 | $312.7K | 0.00% | +251+0.7% | Added |
| Inspirion Wealth Advisors, LLC | 35,134 | $322.2K | 0.06% | +5,000+16.6% | Added |
| Alliancebernstein L.P. | 37,700 | $344.2K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 38,036 | $347.3K | 0.00% | −20.0% | Reduced |
| Public Employees Retirement System of Ohio | 38,569 | $352.1K | 0.00% | +29,669+333.4% | Added |
| Russell Investments Group, Ltd. | 39,292 | $358.7K | 0.00% | +25,172+178.3% | Added |
| UBS Group AG | 39,432 | $360.0K | 0.00% | +5,732+17.0% | Added |
| UBS Oconnor LLC | 43,209 | $394.5K | 0.01% | −74,071−63.2% | Reduced |
| State of Wisconsin Investment Board | 47,314 | $432.0K | 0.00% | −36,442−43.5% | Reduced |
| Rhumbline Advisers | 48,502 | $442.8K | 0.00% | −8,035−14.2% | Reduced |
| Barclays PLC | 49,672 | $453.5K | 0.00% | +36,437+275.3% | Added |
| Octagon Capital Advisors LP | 50,000 | $456.5K | 0.07% | +50,000 | New |
| Susquehanna International Group, LLP | 52,313 | $477.6K | 0.00% | +52,313 | New |
| Swiss National Bank | 56,000 | $511.3K | 0.00% | −4,200−7.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 61,000 | $556.9K | 0.00% | +22,256+57.4% | Added |
| Penn Mutual Asset Management, LLC | 62,802 | $573.4K | 0.44% | 00.0% | Unchanged |
| Jane Street Group, LLC | 65,254 | $595.8K | 0.00% | −5,530−7.8% | Reduced |
| Renaissance Technologies LLC | 65,600 | $599.0K | 0.00% | +65,600 | New |
| MPM Oncology Impact Management LP | 70,000 | $639.1K | 0.15% | −277,332−79.8% | Reduced |
| Bank of America Corp | 81,793 | $746.8K | 0.00% | +28,235+52.7% | Added |
| Ameriprise Financial Inc | 82,244 | $750.9K | 0.00% | +70,842+621.3% | Added |
| Moore Capital Management, LP | 100,000 | $913.0K | 0.02% | +20,000+25.0% | Added |
| Bank of New York Mellon Corp | 106,319 | $970.7K | 0.00% | +11,254+11.8% | Added |
| Morgan Stanley | 124,551 | $1.14M | 0.00% | +46,307+59.2% | Added |
| D. E. Shaw & Co., Inc. | 129,389 | $1.18M | 0.00% | −1,175−0.9% | Reduced |
| JPMorgan Chase & Co | 146,037 | $1.33M | 0.00% | +1,281+0.9% | Added |
| Wellington Management Group LLP | 154,391 | $1.41M | 0.00% | +54,581+54.7% | Added |
| Saturn V Capital Management LLC | 160,075 | $1.46M | 0.56% | +160,075 | New |
| Millennium Management LLC | 170,044 | $1.55M | 0.00% | +30,696+22.0% | Added |
| EcoR1 Capital, LLC | 198,480 | $1.81M | 0.05% | −501,520−71.6% | Reduced |
| Walleye Capital LLC | 202,154 | $1.85M | 0.03% | +116,782+136.8% | Added |
| Goldman Sachs Group Inc | 210,211 | $1.92M | 0.00% | +71,711+51.8% | Added |
| Simplify Asset Management Inc. | 237,935 | $2.17M | 0.34% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 262,524 | $2.40M | 0.00% | +15,843+6.4% | Added |
| Two Sigma Investments, LP | 266,857 | $2.44M | 0.01% | +182,794+217.4% | Added |
| Northern Trust Corp | 289,819 | $2.65M | 0.00% | +21,043+7.8% | Added |
| Nuveen Asset Management, LLC | 304,609 | $2.78M | 0.00% | +16,775+5.8% | Added |
| Checkpoint Capital L.P. | 359,446 | $3.28M | 2.29% | +359,446 | New |
| Ghost Tree Capital, LLC | 385,241 | $3.52M | 2.02% | −9,759−2.5% | Reduced |
| StepStone Group LP | 422,085 | $3.85M | 0.69% | 00.0% | Unchanged |
| Propel Bio Management, LLC | 443,047 | $4.05M | 3.35% | +443,047 | New |
| GW&K Investment Management, LLC | 561,490 | $5.13M | 0.05% | −15,960−2.8% | Reduced |
| Kennedy Capital Management, Inc. | 571,976 | $5.22M | 0.11% | −489,769−46.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 593,751 | $5.42M | 0.03% | +312,819+111.4% | Added |
| Newtyn Management, LLC | 646,760 | $5.90M | 1.16% | +146,760+29.4% | Added |