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, Q1 2024
Institutional positions in Phathom Pharmaceuticals, Inc. as of Mar 31, 2024. 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
- 114
- −3 vs. Q4 2023
- Shares held
- 55.4M
- +1.29M (+2.4%) vs. Q4 2023
- Total value
- $588.2M
- +$84.9M (+16.9%) vs. Q4 2023
- New holders
- 13
- 41 more added
- Sold out
- 16
- 34 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Phathom Pharmaceuticals, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 4 | $0 | 0.00% | +4 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $74 | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 17 | $180 | 0.00% | −2−10.5% | Reduced |
| Nisa Investment Advisors, LLC | 20 | $212 | 0.00% | −10−33.3% | Reduced |
| ZRC Wealth Management, LLC | 20 | $213 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 23 | $244 | 0.00% | +16+228.6% | Added |
| Riggs Asset Managment Co. Inc. | 69 | $733 | 0.00% | +69 | New |
| The PNC Financial Services Group, Inc. | 166 | $1.76K | 0.00% | +31+23.0% | Added |
| Bear Mountain Capital, Inc. | 200 | $1.96K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 167 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 230 | $2.44K | 0.00% | −49−17.6% | Reduced |
| BFSG, LLC | 300 | $3.19K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 548 | $6.00K | 0.00% | −367−40.1% | Reduced |
| Tower Research Capital LLC (TRC) | 580 | $6.16K | 0.00% | −9,281−94.1% | Reduced |
| Huntington National Bank | 978 | $10.4K | 0.00% | +18+1.9% | Added |
| Amalgamated Bank | 1,090 | $12.0K | 0.00% | −1,734−61.4% | Reduced |
| ICA Group Wealth Management, LLC | 1,300 | $13.8K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,818 | $19.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,016 | $22.0K | 0.00% | −8,416−80.7% | Reduced |
| FMR LLC | 2,084 | $22.1K | 0.00% | −1,249−37.5% | Reduced |
| Great West Life Assurance Co | 2,839 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,095 | $32.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,450 | $36.6K | 0.00% | +3,450 | New |
| FNY Investment Advisers, LLC | 5,000 | $53.0K | 0.03% | +5,000 | New |
| New York State Common Retirement Fund | 5,924 | $62.9K | 0.00% | +137+2.4% | Added |
| Citigroup Inc | 6,045 | $64.2K | 0.00% | +396+7.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,084 | $75.2K | 0.00% | −1,187−14.4% | Reduced |
| State Board of Administration of Florida Retirement System | 11,228 | $80.2K | 0.00% | +11,228 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,906 | $101.7K | 0.00% | +270+2.0% | Added |
| Virtus ETF Advisers LLC | 9,701 | $103.0K | 0.05% | −666−6.4% | Reduced |
| Davenport & Co LLC | 10,000 | $106.2K | 0.00% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 10,000 | $106.2K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,000 | $106.2K | 0.00% | +10,000 | New |
| Klingman & Associates, LLC | 10,376 | $110.2K | 0.01% | +10,376 | New |
| Principal Financial Group Inc | 10,783 | $114.5K | 0.00% | −802−6.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 10,989 | $116.7K | 0.01% | +4,363+65.8% | Added |
| Voya Investment Management LLC | 11,019 | $117.0K | 0.00% | −1,824−14.2% | Reduced |
| Wells Fargo & Company | 11,605 | $123.2K | 0.00% | +715+6.6% | Added |
| Entropy Technologies, LP | 12,138 | $128.9K | 0.01% | −2,452−16.8% | Reduced |
| Stratos Wealth Advisors, LLC | 12,500 | $132.8K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 12,602 | $133.8K | 0.00% | +352+2.9% | Added |
| UBS Asset Management Americas Inc | 12,893 | $136.9K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 14,174 | $151.0K | 0.01% | +14,174 | New |
| Deutsche Bank AG | 14,262 | $151.5K | 0.00% | −3,437−19.4% | Reduced |
| American International Group, Inc. | 15,802 | $167.8K | 0.00% | −136−0.9% | Reduced |
| MetLife Investment Management | 16,471 | $174.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 18,873 | $200.0K | 0.00% | +803+4.4% | Added |
| EntryPoint Capital, LLC | 19,380 | $205.8K | 0.18% | +19,380 | New |
| Price T Rowe Associates Inc | 19,573 | $208.0K | 0.00% | +2,172+12.5% | Added |
| Jacobs Levy Equity Management, Inc | 20,987 | $222.9K | 0.00% | −572,764−96.5% | Reduced |
| Prelude Capital Management, LLC | 22,044 | $234.1K | 0.02% | +22,044 | New |
| Allworth Financial LP | 22,580 | $239.8K | 0.00% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 23,579 | $250.4K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 25,021 | $265.7K | 0.00% | −40,233−61.7% | Reduced |
| Barclays PLC | 28,199 | $299.5K | 0.00% | −21,473−43.2% | Reduced |
| UBS Oconnor LLC | 28,583 | $303.6K | 0.01% | −14,626−33.8% | Reduced |
| California State Teachers Retirement System | 28,947 | $307.4K | 0.00% | −1,643−5.4% | Reduced |
| Occidental Asset Management, LLC | 29,672 | $315.1K | 0.06% | 00.0% | Unchanged |
| Creative Planning | 32,102 | $340.9K | 0.00% | +10,750+50.3% | Added |
| Alliancebernstein L.P. | 32,290 | $342.9K | 0.00% | −5,410−14.4% | Reduced |
| Legal & General Group Plc | 34,102 | $362.2K | 0.00% | −151−0.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 35,134 | $373.1K | 0.06% | 00.0% | Unchanged |
| Credit Suisse AG | 39,683 | $421.4K | 0.00% | +1,647+4.3% | Added |
| Rhumbline Advisers | 47,103 | $500.2K | 0.00% | −1,399−2.9% | Reduced |
| UBS Group AG | 49,923 | $530.2K | 0.00% | +10,491+26.6% | Added |
| Two Sigma Advisers, LP | 51,600 | $548.0K | 0.00% | +28,900+127.3% | Added |
| Swiss National Bank | 56,000 | $594.7K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 59,186 | $628.6K | 0.00% | +11,872+25.1% | Added |
| Susquehanna International Group, LLP | 59,437 | $631.2K | 0.00% | +7,124+13.6% | Added |
| Penn Mutual Asset Management, LLC | 62,802 | $667.0K | 1.42% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 64,138 | $681.1K | 0.00% | −65,251−50.4% | Reduced |
| Bank of New York Mellon Corp | 95,221 | $1.01M | 0.00% | −11,098−10.4% | Reduced |
| Bank of America Corp | 105,855 | $1.12M | 0.00% | +24,062+29.4% | Added |
| Moore Capital Management, LP | 120,000 | $1.27M | 0.03% | +20,000+20.0% | Added |
| Citadel Advisors LLC | 125,645 | $1.33M | 0.00% | +114,112+989.4% | Added |
| JPMorgan Chase & Co | 138,452 | $1.47M | 0.00% | −7,585−5.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 144,700 | $1.54M | 0.01% | +83,700+137.2% | Added |
| Newtyn Management, LLC | 165,000 | $1.75M | 0.35% | −481,760−74.5% | Reduced |
| Goldman Sachs Group Inc | 207,372 | $2.20M | 0.00% | −2,839−1.4% | Reduced |
| Wellington Management Group LLP | 223,390 | $2.37M | 0.00% | +68,999+44.7% | Added |
| Millennium Management LLC | 225,024 | $2.39M | 0.00% | +54,980+32.3% | Added |
| Morgan Stanley | 237,160 | $2.52M | 0.00% | +112,609+90.4% | Added |
| Nuveen Asset Management, LLC | 262,048 | $2.78M | 0.00% | −42,561−14.0% | Reduced |
| Charles Schwab Investment Management Inc | 264,494 | $2.81M | 0.00% | +1,970+0.8% | Added |
| Northern Trust Corp | 283,200 | $3.01M | 0.00% | −6,619−2.3% | Reduced |
| Eagle Asset Management Inc | 304,839 | $3.23M | 0.02% | +304,839 | New |
| StepStone Group LP | 422,085 | $4.48M | 0.95% | 00.0% | Unchanged |
| Checkpoint Capital L.P. | 445,161 | $4.73M | 3.16% | +85,715+23.8% | Added |
| Octagon Capital Advisors LP | 455,000 | $4.83M | 0.59% | +405,000+810.0% | Added |
| Two Sigma Investments, LP | 467,448 | $4.96M | 0.01% | +200,591+75.2% | Added |
| Ghost Tree Capital, LLC | 485,000 | $5.15M | 1.66% | +99,759+25.9% | Added |
| Saturn V Capital Management LLC | 500,987 | $5.32M | 2.13% | +340,912+213.0% | Added |
| Simplify Asset Management Inc. | 521,935 | $5.54M | 0.53% | +284,000+119.4% | Added |
| Woodline Partners LP | 566,439 | $6.02M | 0.06% | −529,682−48.3% | Reduced |
| GW&K Investment Management, LLC | 568,026 | $6.03M | 0.05% | +6,536+1.2% | Added |
| Kennedy Capital Management, Inc. | 572,336 | $6.08M | 0.13% | +360+0.1% | Added |
| State Street Corp | 717,201 | $7.62M | 0.00% | +29,364+4.3% | Added |
| Catalys Pacific, LLC | 721,962 | $7.67M | 5.18% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 751,379 | $7.98M | 0.00% | +16,106+2.2% | Added |
| Decheng Capital LLC | 850,000 | $9.03M | 1.21% | 00.0% | Unchanged |