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 2024
Institutional positions in Phathom Pharmaceuticals, Inc. as of Dec 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
- 144
- +14 vs. Q3 2024
- Shares held
- 66.7M
- −5.11M (−7.1%) vs. Q3 2024
- Total value
- $541.2M
- −$756.6M (−58.3%) vs. Q3 2024
- New holders
- 36
- 60 more added
- Sold out
- 22
- 26 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Phathom Pharmaceuticals, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 35 | $0 | 0.00% | +3+9.4% | Added |
| Covestor Ltd | 7 | $0 | 0.00% | +7 | New |
| IFP Advisors, Inc | 2 | $16 | 0.00% | +2 | New |
| Rothschild Investment LLC | 10 | $81 | 0.00% | −55−84.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 15 | $122 | 0.00% | −30−66.7% | Reduced |
| Farther Finance Advisors, LLC | 17 | $138 | 0.00% | −10−37.0% | Reduced |
| Nisa Investment Advisors, LLC | 19 | $154 | 0.00% | −93−83.0% | Reduced |
| ZRC Wealth Management, LLC | 20 | $163 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 21 | $171 | 0.00% | +21 | New |
| Amundi | 42 | $292 | 0.00% | +42 | New |
| Riggs Asset Managment Co. Inc. | 69 | $552 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 155 | $1.26K | 0.00% | +155 | New |
| Caitong International Asset Management Co., Ltd | 179 | $1.45K | 0.00% | +179 | New |
| Daiwa Securities Group Inc. | 260 | $2.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 273 | $2.22K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 300 | $2.44K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 500 | $4.06K | 0.00% | +500 | New |
| GAMMA Investing LLC | 508 | $4.13K | 0.00% | +354+229.9% | Added |
| Larson Financial Group LLC | 797 | $6.47K | 0.00% | +150+23.2% | Added |
| Public Employees Retirement Association of Colorado | 840 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 867 | $7.04K | 0.00% | +761+717.9% | Added |
| Bear Mountain Capital, Inc. | 1,000 | $7.17K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 1,061 | $8.62K | 0.01% | +1,061 | New |
| Amalgamated Bank | 1,090 | $9.00K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,334 | $10.8K | 0.00% | −9,584−87.8% | Reduced |
| GF Fund Management Co. Ltd. | 1,436 | $11.7K | 0.00% | +1,436 | New |
| Huntington National Bank | 1,497 | $12.2K | 0.00% | +26+1.8% | Added |
| Point72 (DIFC) Ltd | 1,951 | $15.8K | 0.00% | +1,951 | New |
| Mirae Asset Global Investments Co., Ltd. | 2,279 | $18.6K | 0.00% | −191−7.7% | Reduced |
| Great West Life Assurance Co | 2,839 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,095 | $25.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,292 | $26.7K | 0.00% | +2,277+224.3% | Added |
| Tower Research Capital LLC (TRC) | 4,414 | $35.8K | 0.00% | +27+0.6% | Added |
| Simplex Trading, LLC | 5,395 | $43.0K | 0.00% | −10,303−65.6% | Reduced |
| US Bancorp | 6,826 | $55.4K | 0.00% | +1,578+30.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,251 | $67.0K | 0.00% | +8,251 | New |
| KLP Kapitalforvaltning AS | 9,100 | $73.9K | 0.00% | +9,100 | New |
| Staley Capital Advisers Inc | 10,000 | $81.2K | 0.00% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 10,517 | $85.4K | 0.01% | +141+1.4% | Added |
| New York State Common Retirement Fund | 10,770 | $87.5K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,900 | $88.5K | 0.00% | +86+0.8% | Added |
| Teacher Retirement System of Texas | 11,065 | $90.0K | 0.00% | +11,065 | New |
| Rafferty Asset Management, LLC | 11,113 | $90.2K | 0.00% | +11,113 | New |
| Royal Bank of Canada | 11,587 | $94.0K | 0.00% | +4,581+65.4% | Added |
| Voya Investment Management LLC | 11,689 | $94.9K | 0.00% | +325+2.9% | Added |
| Versor Investments LP | 12,400 | $100.7K | 0.02% | +12,400 | New |
| Profund Advisors LLC | 13,310 | $108.1K | 0.00% | +13,310 | New |
| Virtu Financial LLC | 13,424 | $109.0K | 0.01% | +13,424 | New |
| Stratos Wealth Advisors, LLC | 13,438 | $109.1K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 13,990 | $113.6K | 0.00% | +396+2.9% | Added |
| ProShare Advisors LLC | 14,289 | $116.0K | 0.00% | +3,804+36.3% | Added |
| China Universal Asset Management Co., Ltd. | 14,499 | $117.7K | 0.01% | +1,365+10.4% | Added |
| Bayesian Capital Management, LP | 14,900 | $121.0K | 0.01% | +14,900 | New |
| Gsa Capital Partners LLP | 15,173 | $123.0K | 0.01% | +90+0.6% | Added |
| Numerai GP LLC | 15,264 | $123.9K | 0.03% | −34,063−69.1% | Reduced |
| Canada Pension Plan Investment Board | 15,400 | $125.0K | 0.00% | +15,400 | New |
| Kestra Private Wealth Services, LLC | 15,500 | $125.9K | 0.00% | +5,500+55.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,710 | $127.6K | 0.00% | +5,639+56.0% | Added |
| Capula Management Ltd | 16,083 | $130.6K | 0.00% | +16,083 | New |
| Intech Investment Management LLC | 17,424 | $141.5K | 0.00% | +5,981+52.3% | Added |
| Allworth Financial LP | 20,448 | $142.9K | 0.00% | −2,146−9.5% | Reduced |
| AQR Capital Management LLC | 17,658 | $143.4K | 0.00% | +17,658 | New |
| Inspirion Wealth Advisors, LLC | 19,964 | $143.7K | 0.02% | −16,670−45.5% | Reduced |
| Corebridge Financial, Inc. | 19,508 | $158.4K | 0.00% | +1,263+6.9% | Added |
| Nebula Research & Development LLC | 20,963 | $170.2K | 0.02% | +20,963 | New |
| Los Angeles Capital Management LLC | 21,070 | $171.1K | 0.00% | +21,070 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 22,149 | $179.8K | 0.00% | +3,408+18.2% | Added |
| Brevan Howard Capital Management LP | 22,845 | $185.5K | 0.00% | +22,845 | New |
| Creative Planning | 23,243 | $188.7K | 0.00% | −10,641−31.4% | Reduced |
| MetLife Investment Management | 24,366 | $197.9K | 0.00% | +5,337+28.0% | Added |
| Aristides Capital LLC | 25,200 | $204.6K | 0.06% | +25,200 | New |
| Keybank National Association | 25,512 | $207.2K | 0.00% | +7,469+41.4% | Added |
| Wells Fargo & Company | 25,516 | $207.2K | 0.00% | +7,462+41.3% | Added |
| Price T Rowe Associates Inc | 25,641 | $209.0K | 0.00% | +4,592+21.8% | Added |
| Kera Capital Partners, Inc. | 26,849 | $218.0K | 0.06% | +26,849 | New |
| Occidental Asset Management, LLC | 29,672 | $240.9K | 0.04% | 00.0% | Unchanged |
| Deutsche Bank AG | 30,213 | $245.3K | 0.00% | +9,986+49.4% | Added |
| Dark Forest Capital Management LP | 32,029 | $260.1K | 0.04% | +32,029 | New |
| Engineers Gate Manager LP | 32,500 | $263.9K | 0.00% | +32,500 | New |
| Tudor Investment Corp Et Al | 34,049 | $276.5K | 0.00% | −2,334−6.4% | Reduced |
| California State Teachers Retirement System | 35,262 | $286.3K | 0.00% | +10.0% | Added |
| Legal & General Group Plc | 36,438 | $295.9K | 0.00% | +2,060+6.0% | Added |
| BNP Paribas Arbitrage, SA | 39,532 | $321.0K | 0.00% | +39,532 | New |
| Gilder Gagnon Howe & Co LLC | 41,610 | $337.9K | 0.00% | −1,581,273−97.4% | Reduced |
| Virtus ETF Advisers LLC | 43,789 | $355.6K | 0.15% | +13,711+45.6% | Added |
| Citigroup Inc | 44,577 | $362.0K | 0.00% | +13,056+41.4% | Added |
| Alliancebernstein L.P. | 45,590 | $370.2K | 0.00% | −4,520−9.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 68,125 | $383.5K | 0.08% | +39,093+134.7% | Added |
| Commonwealth Equity Services, LLC | 50,772 | $412.0K | 0.00% | +40,362+387.7% | Added |
| ADAR1 Capital Management, LLC | 55,400 | $449.8K | 0.09% | +55,200+27,600.0% | Added |
| Rhumbline Advisers | 55,968 | $454.4K | 0.00% | +5,110+10.0% | Added |
| Qube Research & Technologies Ltd | 55,973 | $454.5K | 0.00% | +55,973 | New |
| Millennium Management LLC | 59,991 | $487.1K | 0.00% | +27,063+82.2% | Added |
| Penn Mutual Asset Management, LLC | 62,802 | $510.0K | 0.92% | 00.0% | Unchanged |
| Citadel Advisors LLC | 72,007 | $584.7K | 0.00% | −148,396−67.3% | Reduced |
| Swiss National Bank | 73,300 | $595.2K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 76,463 | $620.9K | 0.00% | +18,656+32.3% | Added |
| Jane Street Group, LLC | 77,869 | $632.3K | 0.00% | +50,027+179.7% | Added |
| Marshall Wace, LLP | 98,068 | $796.3K | 0.00% | +98,068 | New |
| Bank of New York Mellon Corp | 102,748 | $834.3K | 0.00% | +4,557+4.6% | Added |