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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 11,587 | $94.0K | 0.00% | +4,581+65.4% | Added |
| Rafferty Asset Management, LLC | 11,113 | $90.2K | 0.00% | +11,113 | New |
| Teacher Retirement System of Texas | 11,065 | $90.0K | 0.00% | +11,065 | New |
| Arizona State Retirement System | 10,900 | $88.5K | 0.00% | +86+0.8% | Added |
| New York State Common Retirement Fund | 10,770 | $87.5K | 0.00% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 10,517 | $85.4K | 0.01% | +141+1.4% | Added |
| Staley Capital Advisers Inc | 10,000 | $81.2K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 9,100 | $73.9K | 0.00% | +9,100 | New |
| Police & Firemen's Retirement System of New Jersey | 8,251 | $67.0K | 0.00% | +8,251 | New |
| US Bancorp | 6,826 | $55.4K | 0.00% | +1,578+30.1% | Added |
| Simplex Trading, LLC | 5,395 | $43.0K | 0.00% | −10,303−65.6% | Reduced |
| Tower Research Capital LLC (TRC) | 4,414 | $35.8K | 0.00% | +27+0.6% | Added |
| Advisor Group Holdings, Inc. | 3,292 | $26.7K | 0.00% | +2,277+224.3% | Added |
| Ameritas Investment Partners, Inc. | 3,095 | $25.1K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,839 | $23.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,279 | $18.6K | 0.00% | −191−7.7% | Reduced |
| Point72 (DIFC) Ltd | 1,951 | $15.8K | 0.00% | +1,951 | New |
| Huntington National Bank | 1,497 | $12.2K | 0.00% | +26+1.8% | Added |
| GF Fund Management Co. Ltd. | 1,436 | $11.7K | 0.00% | +1,436 | New |
| Quest Partners LLC | 1,334 | $10.8K | 0.00% | −9,584−87.8% | Reduced |
| Amalgamated Bank | 1,090 | $9.00K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 1,061 | $8.62K | 0.01% | +1,061 | New |
| Bear Mountain Capital, Inc. | 1,000 | $7.17K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 867 | $7.04K | 0.00% | +761+717.9% | Added |
| Public Employees Retirement Association of Colorado | 840 | $7.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 797 | $6.47K | 0.00% | +150+23.2% | Added |
| GAMMA Investing LLC | 508 | $4.13K | 0.00% | +354+229.9% | Added |
| Greenline Partners, LLC | 500 | $4.06K | 0.00% | +500 | New |
| BFSG, LLC | 300 | $2.44K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 273 | $2.22K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 260 | $2.00K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 179 | $1.45K | 0.00% | +179 | New |
| Lindbrook Capital, LLC | 155 | $1.26K | 0.00% | +155 | New |
| Riggs Asset Managment Co. Inc. | 69 | $552 | 0.00% | 00.0% | Unchanged |
| Amundi | 42 | $292 | 0.00% | +42 | New |
| EverSource Wealth Advisors, LLC | 21 | $171 | 0.00% | +21 | New |
| ZRC Wealth Management, LLC | 20 | $163 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 19 | $154 | 0.00% | −93−83.0% | Reduced |
| Farther Finance Advisors, LLC | 17 | $138 | 0.00% | −10−37.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 15 | $122 | 0.00% | −30−66.7% | Reduced |
| Rothschild Investment LLC | 10 | $81 | 0.00% | −55−84.6% | Reduced |
| IFP Advisors, Inc | 2 | $16 | 0.00% | +2 | New |
| CWM, LLC | 35 | $0 | 0.00% | +3+9.4% | Added |
| Covestor Ltd | 7 | $0 | 0.00% | +7 | New |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −1,699,918−100.0% | Sold out |
| OrbiMed Advisors LLC | 0 | $0 | 0.00% | −1,449,073−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −1,403,638−100.0% | Sold out |
| Saturn V Capital Management LLC | 0 | $0 | 0.00% | −874,590−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −728,490−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −439,816−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −216,448−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −208,640−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −143,707−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −69,282−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −65,659−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −33,898−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −33,860−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −15,130−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,483−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −13,440−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| Ghost Tree Capital, LLC | – | – | – | – | Not filed |
| Chartwell Investment Partners, LLC | – | – | – | – | Not filed |