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 2024
Institutional positions in Phathom Pharmaceuticals, Inc. as of Jun 30, 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
- +1 vs. Q1 2024
- Shares held
- 58.1M
- +2.75M (+5.0%) vs. Q1 2024
- Total value
- $598.6M
- +$10.7M (+1.8%) vs. Q1 2024
- New holders
- 18
- 48 more added
- Sold out
- 17
- 21 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Phathom Pharmaceuticals, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 8 | $0 | 0.00% | +4+100.0% | Added |
| GAMMA Investing LLC | 7 | $72 | 0.00% | −16−69.6% | Reduced |
| SRS Capital Advisors, Inc. | 17 | $176 | 0.00% | +17 | New |
| ZRC Wealth Management, LLC | 20 | $206 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $206 | 0.00% | +20 | New |
| Farther Finance Advisors, LLC | 27 | $292 | 0.00% | +10+58.8% | Added |
| Riggs Asset Managment Co. Inc. | 69 | $711 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 84 | $865 | 0.00% | +64+320.0% | Added |
| Comerica Bank | 129 | $1.33K | 0.00% | +129 | New |
| The PNC Financial Services Group, Inc. | 151 | $1.55K | 0.00% | −15−9.0% | Reduced |
| Daiwa Securities Group Inc. | 167 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 325 | $3.00K | 0.00% | +325 | New |
| BFSG, LLC | 300 | $3.09K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 500 | $5.15K | 0.00% | +500 | New |
| Russell Investments Group, Ltd. | 520 | $5.36K | 0.00% | +520 | New |
| Huntington National Bank | 907 | $9.34K | 0.00% | −71−7.3% | Reduced |
| Amalgamated Bank | 1,090 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 1,000 | $11.7K | 0.00% | +800+400.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,748 | $18.2K | 0.00% | −12,158−87.4% | Reduced |
| Advisor Group Holdings, Inc. | 2,215 | $22.8K | 0.00% | +1,985+863.0% | Added |
| FMR LLC | 2,656 | $27.4K | 0.00% | +572+27.4% | Added |
| Great West Life Assurance Co | 2,839 | $29.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,095 | $31.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,082 | $42.0K | 0.00% | +632+18.3% | Added |
| Royal Bank of Canada | 4,253 | $44.0K | 0.00% | +2,237+111.0% | Added |
| FNY Investment Advisers, LLC | 5,000 | $51.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,813 | $59.9K | 0.00% | +5,233+902.2% | Added |
| China Universal Asset Management Co., Ltd. | 6,877 | $70.8K | 0.01% | −4,112−37.4% | Reduced |
| Group One Trading, L.P. | 7,368 | $75.9K | 0.00% | +7,368 | New |
| EntryPoint Capital, LLC | 8,503 | $87.6K | 0.04% | −10,877−56.1% | Reduced |
| Citigroup Inc | 8,856 | $91.2K | 0.00% | +2,811+46.5% | Added |
| Davenport & Co LLC | 10,000 | $103.0K | 0.00% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 10,000 | $103.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,000 | $103.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,071 | $103.7K | 0.00% | +2,987+42.2% | Added |
| Klingman & Associates, LLC | 10,376 | $106.9K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 10,770 | $110.9K | 0.00% | +4,846+81.8% | Added |
| Commonwealth Equity Services, LLC | 11,596 | $119.0K | 0.00% | +11,596 | New |
| Voya Investment Management LLC | 11,691 | $120.4K | 0.00% | +672+6.1% | Added |
| Barclays PLC | 12,405 | $127.8K | 0.00% | −15,794−56.0% | Reduced |
| LVW Advisors, LLC | 12,909 | $133.0K | 0.02% | +12,909 | New |
| Stratos Wealth Advisors, LLC | 13,438 | $138.4K | 0.01% | +938+7.5% | Added |
| Manufacturers Life Insurance Company, The | 13,941 | $143.6K | 0.00% | +1,339+10.6% | Added |
| Balyasny Asset Management LLC | 15,006 | $154.6K | 0.00% | +15,006 | New |
| Deutsche Bank AG | 15,071 | $155.2K | 0.00% | +809+5.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 16,270 | $167.6K | 0.00% | +16,270 | New |
| Two Sigma Advisers, LP | 16,300 | $167.9K | 0.00% | −35,300−68.4% | Reduced |
| Wells Fargo & Company | 17,315 | $178.3K | 0.00% | +5,710+49.2% | Added |
| MetLife Investment Management | 18,289 | $188.4K | 0.00% | +1,818+11.0% | Added |
| Corebridge Financial, Inc. | 18,358 | $189.1K | 0.00% | +18,358 | New |
| Brevan Howard Capital Management LP | 18,792 | $193.6K | 0.01% | +18,792 | New |
| MML Investors Services, LLC | 19,600 | $202.0K | 0.00% | +19,600 | New |
| Price T Rowe Associates Inc | 20,575 | $212.0K | 0.00% | +1,002+5.1% | Added |
| Fulton Breakefield Broenniman LLC | 23,579 | $242.9K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 22,580 | $247.1K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 26,951 | $277.6K | 0.00% | −5,151−16.0% | Reduced |
| California State Teachers Retirement System | 29,051 | $299.2K | 0.00% | +104+0.4% | Added |
| Gsa Capital Partners LLP | 29,406 | $303.0K | 0.02% | +15,232+107.5% | Added |
| Occidental Asset Management, LLC | 29,672 | $305.6K | 0.05% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 30,078 | $309.8K | 0.15% | +20,377+210.1% | Added |
| Legal & General Group Plc | 34,325 | $353.5K | 0.00% | +223+0.7% | Added |
| Inspirion Wealth Advisors, LLC | 36,634 | $377.3K | 0.06% | +1,500+4.3% | Added |
| UBS Group AG | 43,086 | $443.8K | 0.00% | −6,837−13.7% | Reduced |
| Alliancebernstein L.P. | 50,110 | $516.1K | 0.00% | +17,820+55.2% | Added |
| Rhumbline Advisers | 55,178 | $568.3K | 0.00% | +8,075+17.1% | Added |
| Jane Street Group, LLC | 55,848 | $575.2K | 0.00% | +30,827+123.2% | Added |
| Swiss National Bank | 56,000 | $576.8K | 0.00% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 62,802 | $646.9K | 1.37% | 00.0% | Unchanged |
| Citadel Advisors LLC | 78,816 | $811.8K | 0.00% | −46,829−37.3% | Reduced |
| UBS Asset Management Americas Inc | 93,154 | $959.5K | 0.00% | +80,261+622.5% | Added |
| Bank of America Corp | 98,032 | $1.01M | 0.00% | −7,823−7.4% | Reduced |
| Marshall Wace, LLP | 112,691 | $1.16M | 0.00% | +112,691 | New |
| State of Wisconsin Investment Board | 113,592 | $1.17M | 0.00% | +54,406+91.9% | Added |
| Bank of New York Mellon Corp | 114,721 | $1.18M | 0.00% | +19,500+20.5% | Added |
| Moore Capital Management, LP | 120,000 | $1.24M | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 134,357 | $1.38M | 0.00% | −4,095−3.0% | Reduced |
| Nuveen Asset Management, LLC | 141,022 | $1.45M | 0.00% | −121,026−46.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 168,323 | $1.73M | 0.01% | +23,623+16.3% | Added |
| Oracle Investment Management Inc | 225,000 | $2.32M | 2.49% | +225,000 | New |
| Wellington Management Group LLP | 226,641 | $2.33M | 0.00% | +3,251+1.5% | Added |
| Northern Trust Corp | 276,660 | $2.85M | 0.00% | −6,540−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 285,870 | $2.94M | 0.00% | +21,376+8.1% | Added |
| Two Sigma Investments, LP | 303,431 | $3.13M | 0.01% | −164,017−35.1% | Reduced |
| Prudential Financial Inc | 352,340 | $3.63M | 0.01% | +352,340 | New |
| Eagle Asset Management Inc | 361,463 | $3.91M | 0.02% | +56,624+18.6% | Added |
| Goldman Sachs Group Inc | 417,284 | $4.30M | 0.00% | +209,912+101.2% | Added |
| StepStone Group LP | 422,085 | $4.35M | 0.88% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 521,935 | $5.38M | 0.47% | 00.0% | Unchanged |
| Saturn V Capital Management LLC | 593,306 | $6.11M | 2.31% | +92,319+18.4% | Added |
| Ghost Tree Capital, LLC | 600,000 | $6.18M | 2.15% | +115,000+23.7% | Added |
| GW&K Investment Management, LLC | 600,443 | $6.18M | 0.06% | +32,417+5.7% | Added |
| Catalys Pacific, LLC | 721,962 | $7.44M | 5.61% | 00.0% | Unchanged |
| Morgan Stanley | 762,597 | $7.85M | 0.00% | +525,437+221.6% | Added |
| State Street Corp | 785,249 | $8.09M | 0.00% | +68,048+9.5% | Added |
| Woodline Partners LP | 785,990 | $8.10M | 0.08% | +219,551+38.8% | Added |
| Geode Capital Management, LLC | 806,047 | $8.30M | 0.00% | +54,668+7.3% | Added |
| Kennedy Capital Management, Inc. | 830,906 | $8.56M | 0.18% | +258,570+45.2% | Added |
| Decheng Capital LLC | 850,000 | $8.76M | 2.68% | 00.0% | Unchanged |
| Propel Bio Management, LLC | 869,927 | $8.96M | 5.81% | 00.0% | Unchanged |
| Checkpoint Capital L.P. | 875,000 | $9.01M | 5.43% | +429,839+96.6% | Added |