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 |
|---|---|---|---|---|---|
| Klingman & Associates, LLC | 10,376 | $187.6K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,071 | $182.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| Royal Bank of Canada | 7,006 | $126.0K | 0.00% | +2,753+64.7% | Added |
| US Bancorp | 5,248 | $94.9K | 0.00% | +1,166+28.6% | Added |
| Tower Research Capital LLC (TRC) | 4,387 | $79.3K | 0.00% | −1,426−24.5% | Reduced |
| Ameritas Investment Partners, Inc. | 3,095 | $56.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,839 | $51.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,470 | $43.3K | 0.00% | +722+41.3% | Added |
| Huntington National Bank | 1,471 | $26.6K | 0.00% | +564+62.2% | Added |
| Amalgamated Bank | 1,090 | $20.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,015 | $18.4K | 0.00% | −1,200−54.2% | Reduced |
| Bear Mountain Capital, Inc. | 1,000 | $15.7K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 840 | $15.0K | 0.00% | +840 | New |
| Larson Financial Group LLC | 647 | $11.7K | 0.00% | +647 | New |
| BFSG, LLC | 300 | $5.42K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 260 | $5.00K | 0.00% | +93+55.7% | Added |
| The PNC Financial Services Group, Inc. | 273 | $4.94K | 0.00% | +122+80.8% | Added |
| ADAR1 Capital Management, LLC | 200 | $3.62K | 0.00% | +200 | New |
| GAMMA Investing LLC | 154 | $2.78K | 0.00% | +147+2,100.0% | Added |
| Nisa Investment Advisors, LLC | 112 | $2.02K | 0.00% | +28+33.3% | Added |
| Sterling Capital Management LLC | 106 | $1.92K | 0.00% | +106 | New |
| Riggs Asset Managment Co. Inc. | 69 | $1.25K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $1.18K | 0.00% | +45+225.0% | Added |
| CWM, LLC | 32 | $1.00K | 0.00% | +24+300.0% | Added |
| Aster Capital Management (DIFC) Ltd | 45 | $814 | 0.00% | +45 | New |
| Russell Investments Group, Ltd. | 36 | $651 | 0.00% | −484−93.1% | Reduced |
| Capital Performance Advisors LLP | 29 | $524 | 0.00% | +29 | New |
| Farther Finance Advisors, LLC | 27 | $488 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $362 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 17 | $308 | 0.00% | 00.0% | Unchanged |
| Takeda Pharmaceutical Co Ltd | 0 | $0 | 0.00% | −1,557,063−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −112,691−100.0% | Sold out |
| Fulton Breakefield Broenniman LLC | 0 | $0 | 0.00% | −23,579−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −18,792−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −8,503−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |