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, Q3 2024
Institutional positions in Phathom Pharmaceuticals, Inc. as of Sep 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
- 133
- +20 vs. Q2 2024
- Shares held
- 72.6M
- +17.5M (+31.6%) vs. Q2 2024
- Total value
- $1.31B
- +$744.3M (+130.9%) vs. Q2 2024
- New holders
- 30
- 57 more added
- Sold out
- 10
- 18 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Phathom Pharmaceuticals, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 17 | $308 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $362 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 27 | $488 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 29 | $524 | 0.00% | +29 | New |
| Russell Investments Group, Ltd. | 36 | $651 | 0.00% | −484−93.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 45 | $814 | 0.00% | +45 | New |
| CWM, LLC | 32 | $1.00K | 0.00% | +24+300.0% | Added |
| Rothschild Investment LLC | 65 | $1.18K | 0.00% | +45+225.0% | Added |
| Riggs Asset Managment Co. Inc. | 69 | $1.25K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 106 | $1.92K | 0.00% | +106 | New |
| Nisa Investment Advisors, LLC | 112 | $2.02K | 0.00% | +28+33.3% | Added |
| GAMMA Investing LLC | 154 | $2.78K | 0.00% | +147+2,100.0% | Added |
| ADAR1 Capital Management, LLC | 200 | $3.62K | 0.00% | +200 | New |
| The PNC Financial Services Group, Inc. | 273 | $4.94K | 0.00% | +122+80.8% | Added |
| Daiwa Securities Group Inc. | 260 | $5.00K | 0.00% | +93+55.7% | Added |
| BFSG, LLC | 300 | $5.42K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 647 | $11.7K | 0.00% | +647 | New |
| Public Employees Retirement Association of Colorado | 840 | $15.0K | 0.00% | +840 | New |
| Bear Mountain Capital, Inc. | 1,000 | $15.7K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,015 | $18.4K | 0.00% | −1,200−54.2% | Reduced |
| Amalgamated Bank | 1,090 | $20.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,471 | $26.6K | 0.00% | +564+62.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,470 | $43.3K | 0.00% | +722+41.3% | Added |
| Great West Life Assurance Co | 2,839 | $51.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,095 | $56.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,387 | $79.3K | 0.00% | −1,426−24.5% | Reduced |
| US Bancorp | 5,248 | $94.9K | 0.00% | +1,166+28.6% | Added |
| Royal Bank of Canada | 7,006 | $126.0K | 0.00% | +2,753+64.7% | Added |
| Davenport & Co LLC | 10,000 | $180.8K | 0.00% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 10,000 | $180.8K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,000 | $180.8K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,071 | $182.1K | 0.00% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 10,376 | $187.6K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,410 | $188.0K | 0.00% | −1,186−10.2% | Reduced |
| ProShare Advisors LLC | 10,485 | $189.6K | 0.00% | +10,485 | New |
| New York State Common Retirement Fund | 10,770 | $194.7K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,814 | $195.5K | 0.00% | +10,814 | New |
| Quest Partners LLC | 10,918 | $197.4K | 0.02% | +10,918 | New |
| Voya Investment Management LLC | 11,364 | $205.5K | 0.00% | −327−2.8% | Reduced |
| Intech Investment Management LLC | 11,443 | $206.9K | 0.00% | +11,443 | New |
| China Universal Asset Management Co., Ltd. | 13,134 | $237.5K | 0.03% | +6,257+91.0% | Added |
| Stratos Wealth Advisors, LLC | 13,438 | $243.0K | 0.01% | 00.0% | Unchanged |
| LVW Advisors, LLC | 13,440 | $243.0K | 0.03% | +531+4.1% | Added |
| SG Americas Securities, LLC | 13,483 | $244.0K | 0.00% | +13,483 | New |
| Manufacturers Life Insurance Company, The | 13,594 | $245.8K | 0.00% | −347−2.5% | Reduced |
| Cowen and Company, LLC | 15,000 | $271.2K | 0.01% | +15,000 | New |
| Gsa Capital Partners LLP | 15,083 | $273.0K | 0.02% | −14,323−48.7% | Reduced |
| Group One Trading, L.P. | 15,130 | $273.6K | 0.01% | +7,762+105.3% | Added |
| Simplex Trading, LLC | 15,698 | $283.0K | 0.01% | +15,698 | New |
| Keybank National Association | 18,043 | $326.2K | 0.00% | +18,043 | New |
| Wells Fargo & Company | 18,054 | $326.4K | 0.00% | +739+4.3% | Added |
| Corebridge Financial, Inc. | 18,245 | $329.9K | 0.00% | −113−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 18,741 | $338.8K | 0.00% | +2,471+15.2% | Added |
| MetLife Investment Management | 19,029 | $344.0K | 0.00% | +740+4.0% | Added |
| Deutsche Bank AG | 20,227 | $365.7K | 0.00% | +5,156+34.2% | Added |
| Price T Rowe Associates Inc | 21,049 | $381.0K | 0.00% | +474+2.3% | Added |
| Chartwell Investment Partners, LLC | 21,904 | $396.0K | 0.01% | +21,904 | New |
| Allworth Financial LP | 22,594 | $408.5K | 0.00% | +14+0.1% | Added |
| Jane Street Group, LLC | 27,842 | $503.4K | 0.00% | −28,006−50.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 29,032 | $524.9K | 0.10% | +29,032 | New |
| Occidental Asset Management, LLC | 29,672 | $536.5K | 0.09% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 30,078 | $543.8K | 0.25% | 00.0% | Unchanged |
| Citigroup Inc | 31,521 | $569.9K | 0.00% | +22,665+255.9% | Added |
| Millennium Management LLC | 32,928 | $595.3K | 0.00% | +32,928 | New |
| MML Investors Services, LLC | 33,860 | $612.0K | 0.00% | +14,260+72.8% | Added |
| Creative Planning | 33,884 | $612.6K | 0.00% | +6,933+25.7% | Added |
| SEI Investments Co | 33,898 | $612.9K | 0.00% | +33,898 | New |
| Legal & General Group Plc | 34,378 | $621.6K | 0.00% | +53+0.2% | Added |
| California State Teachers Retirement System | 35,261 | $637.5K | 0.00% | +6,210+21.4% | Added |
| Tudor Investment Corp Et Al | 36,383 | $657.8K | 0.01% | +36,383 | New |
| Inspirion Wealth Advisors, LLC | 36,634 | $662.3K | 0.09% | 00.0% | Unchanged |
| Numerai GP LLC | 49,327 | $891.8K | 0.24% | +49,327 | New |
| Alliancebernstein L.P. | 50,110 | $906.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 50,858 | $919.5K | 0.00% | −4,320−7.8% | Reduced |
| Barclays PLC | 57,807 | $1.05M | 0.00% | +45,402+366.0% | Added |
| Penn Mutual Asset Management, LLC | 62,802 | $1.14M | 2.25% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 65,659 | $1.19M | 0.00% | +50,653+337.6% | Added |
| ExodusPoint Capital Management, LP | 69,282 | $1.25M | 0.01% | +69,282 | New |
| UBS Group AG | 71,941 | $1.30M | 0.00% | +28,855+67.0% | Added |
| Swiss National Bank | 73,300 | $1.33M | 0.00% | +17,300+30.9% | Added |
| State of Wisconsin Investment Board | 81,770 | $1.48M | 0.00% | −31,822−28.0% | Reduced |
| UBS Asset Management Americas Inc | 98,025 | $1.77M | 0.00% | +4,871+5.2% | Added |
| Bank of New York Mellon Corp | 98,191 | $1.78M | 0.00% | −16,530−14.4% | Reduced |
| Bank of America Corp | 103,779 | $1.88M | 0.00% | +5,747+5.9% | Added |
| Moore Capital Management, LP | 130,000 | $2.35M | 0.07% | +10,000+8.3% | Added |
| JPMorgan Chase & Co | 135,431 | $2.45M | 0.00% | +1,074+0.8% | Added |
| D. E. Shaw & Co., Inc. | 143,707 | $2.60M | 0.00% | +143,707 | New |
| Two Sigma Investments, LP | 154,030 | $2.78M | 0.01% | −149,401−49.2% | Reduced |
| Nuveen Asset Management, LLC | 154,374 | $2.79M | 0.00% | +13,352+9.5% | Added |
| Wellington Management Group LLP | 173,383 | $3.13M | 0.00% | −53,258−23.5% | Reduced |
| Susquehanna International Group, LLP | 178,670 | $3.23M | 0.01% | +178,670 | New |
| Schonfeld Strategic Advisors LLC | 208,640 | $3.77M | 0.03% | +40,317+24.0% | Added |
| EAM Investors, LLC | 216,448 | $3.91M | 0.59% | +216,448 | New |
| Citadel Advisors LLC | 220,403 | $3.98M | 0.00% | +141,587+179.6% | Added |
| Wasatch Advisors Inc | 246,942 | $4.46M | 0.02% | +246,942 | New |
| Charles Schwab Investment Management Inc | 292,860 | $5.29M | 0.00% | +6,990+2.4% | Added |
| Northern Trust Corp | 320,775 | $5.80M | 0.00% | +44,115+15.9% | Added |
| Ghost Tree Capital, LLC | 375,000 | $6.78M | 2.31% | −225,000−37.5% | Reduced |
| Prudential Financial Inc | 415,340 | $7.51M | 0.01% | +63,000+17.9% | Added |
| StepStone Group LP | 422,085 | $7.63M | 2.78% | 00.0% | Unchanged |