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 2025
Institutional positions in Phathom Pharmaceuticals, Inc. as of Jun 30, 2025. 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
- 117
- −19 vs. Q1 2025
- Shares held
- 57.4M
- −6.62M (−10.3%) vs. Q1 2025
- Total value
- $550.5M
- +$149.1M (+37.1%) vs. Q1 2025
- New holders
- 17
- 43 more added
- Sold out
- 36
- 37 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Phathom Pharmaceuticals, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 16 | $0 | 0.00% | +9+128.6% | Added |
| IFP Advisors, Inc | 11 | $105 | 0.00% | +9+450.0% | Added |
| ZRC Wealth Management, LLC | 20 | $192 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 24 | $230 | 0.00% | −703−96.7% | Reduced |
| EverSource Wealth Advisors, LLC | 79 | $758 | 0.00% | +42+113.5% | Added |
| True Wealth Design, LLC | 88 | $844 | 0.00% | +72+450.0% | Added |
| SBI Securities Co., Ltd. | 128 | $1.23K | 0.00% | +78+156.0% | Added |
| Parallel Advisors, LLC | 186 | $1.78K | 0.00% | −143−43.5% | Reduced |
| Fortitude Family Office, LLC | 208 | $2.00K | 0.00% | +208 | New |
| Daiwa Securities Group Inc. | 260 | $2.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 277 | $2.66K | 0.00% | −23,486−98.8% | Reduced |
| Farther Finance Advisors, LLC | 342 | $3.28K | 0.00% | −341−49.9% | Reduced |
| Jones Financial Companies LLLP | 465 | $4.53K | 0.00% | +465 | New |
| Larson Financial Group LLC | 647 | $6.21K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 1,000 | $7.95K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 903 | $8.66K | 0.00% | +341+60.7% | Added |
| Quarry LP | 1,024 | $9.82K | 0.00% | +1,024 | New |
| Nisa Investment Advisors, LLC | 1,058 | $10.1K | 0.00% | +790+294.8% | Added |
| C M Bidwell & Associates Ltd | 1,122 | $10.8K | 0.01% | +1,122 | New |
| The PNC Financial Services Group, Inc. | 1,347 | $12.9K | 0.00% | +1,037+334.5% | Added |
| Amalgamated Bank | 1,354 | $13.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,588 | $15.2K | 0.00% | +202+14.6% | Added |
| GF Fund Management Co. Ltd. | 1,751 | $16.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,093 | $20.0K | 0.00% | −5,291−71.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,697 | $25.9K | 0.00% | +409+17.9% | Added |
| Skopos Labs, Inc. | 2,718 | $26.1K | 0.00% | −738−21.4% | Reduced |
| Russell Investments Group, Ltd. | 2,736 | $26.2K | 0.00% | −39,063−93.5% | Reduced |
| California State Teachers Retirement System | 2,889 | $27.7K | 0.00% | −32,373−91.8% | Reduced |
| Raymond James Financial Inc | 3,174 | $30.4K | 0.00% | +3,174 | New |
| Legal & General Group Plc | 4,087 | $39.2K | 0.00% | −32,351−88.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,311 | $41.3K | 0.00% | +1,216+39.3% | Added |
| BNP Paribas Arbitrage, SA | 5,072 | $48.6K | 0.00% | +2,122+71.9% | Added |
| Tower Research Capital LLC (TRC) | 5,710 | $54.8K | 0.00% | +2,102+58.3% | Added |
| FMR LLC | 5,881 | $56.4K | 0.00% | −503,701−98.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 8,251 | $79.1K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 9,421 | $90.3K | 0.08% | +9,421 | New |
| Staley Capital Advisers Inc | 10,000 | $95.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 10,770 | $103.3K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 10,905 | $104.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,250 | $107.9K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,265 | $108.0K | 0.00% | −449−3.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 11,473 | $110.0K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 11,600 | $111.2K | 0.01% | +11,600 | New |
| Voya Investment Management LLC | 11,823 | $113.4K | 0.00% | +753+6.8% | Added |
| Balyasny Asset Management LLC | 13,182 | $126.4K | 0.00% | −32,649−71.2% | Reduced |
| Axq Capital, LP | 13,620 | $130.6K | 0.04% | +13,620 | New |
| China Universal Asset Management Co., Ltd. | 14,022 | $134.5K | 0.01% | +307+2.2% | Added |
| XTX Topco Ltd | 14,330 | $137.4K | 0.01% | −75,861−84.1% | Reduced |
| Private Advisor Group, LLC | 14,580 | $139.8K | 0.00% | +14,580 | New |
| ExodusPoint Capital Management, LP | 15,146 | $145.0K | 0.00% | −64,165−80.9% | Reduced |
| Kestra Private Wealth Services, LLC | 15,500 | $148.6K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 15,826 | $151.8K | 0.00% | +1,364+9.4% | Added |
| Inspirion Wealth Advisors, LLC | 19,814 | $190.0K | 0.03% | −50−0.3% | Reduced |
| Allworth Financial LP | 20,448 | $196.1K | 0.00% | −30−0.1% | Reduced |
| Stifel Financial Corp | 20,467 | $196.3K | 0.00% | +3,069+17.6% | Added |
| Summit Financial Wealth Advisors, LLC | 22,143 | $212.4K | 0.04% | −9,000−28.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 23,334 | $223.8K | 0.00% | +171+0.7% | Added |
| Birchview Capital, LP | 25,000 | $239.8K | 0.24% | +25,000 | New |
| MetLife Investment Management | 25,845 | $247.9K | 0.00% | +1,479+6.1% | Added |
| Deutsche Bank AG | 26,079 | $250.1K | 0.00% | −1,093−4.0% | Reduced |
| Brevan Howard Capital Management LP | 27,834 | $266.9K | 0.00% | +27,834 | New |
| Intech Investment Management LLC | 28,192 | $270.4K | 0.00% | +6,708+31.2% | Added |
| Occidental Asset Management, LLC | 29,672 | $284.6K | 0.04% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 30,059 | $288.3K | 0.06% | +210+0.7% | Added |
| Price T Rowe Associates Inc | 30,104 | $289.0K | 0.00% | +3,091+11.4% | Added |
| Gilder Gagnon Howe & Co LLC | 31,358 | $300.7K | 0.00% | −10,208−24.6% | Reduced |
| Commonwealth Equity Services, LLC | 31,556 | $303.0K | 0.00% | −20,875−39.8% | Reduced |
| Quest Partners LLC | 32,206 | $308.9K | 0.03% | +30,760+2,127.2% | Added |
| Nebula Research & Development LLC | 37,937 | $363.8K | 0.03% | +9,116+31.6% | Added |
| Diadema Partners LP | 40,294 | $386.4K | 0.24% | +40,294 | New |
| Virtus Investment Advisers, Inc. | 44,306 | $424.9K | 0.14% | −658−1.5% | Reduced |
| Wells Fargo & Company | 46,678 | $447.6K | 0.00% | +18,253+64.2% | Added |
| AQR Capital Management LLC | 49,924 | $478.8K | 0.00% | −57,475−53.5% | Reduced |
| Alliancebernstein L.P. | 50,590 | $485.2K | 0.00% | +5,000+11.0% | Added |
| Creative Planning | 57,264 | $549.2K | 0.00% | −2,673−4.5% | Reduced |
| Penn Mutual Asset Management, LLC | 62,802 | $602.3K | 1.06% | 00.0% | Unchanged |
| ADAR1 Capital Management, LLC | 63,424 | $608.2K | 0.10% | +20,624+48.2% | Added |
| Rhumbline Advisers | 64,557 | $619.1K | 0.00% | +7,818+13.8% | Added |
| Barclays PLC | 82,170 | $788.0K | 0.00% | +27,268+49.7% | Added |
| State of Wisconsin Investment Board | 90,781 | $870.6K | 0.00% | −8,995−9.0% | Reduced |
| Bank of America Corp | 96,080 | $921.4K | 0.00% | −74,201−43.6% | Reduced |
| Nuveen, LLC | 110,110 | $1.06M | 0.00% | +8,590+8.5% | Added |
| Bank of New York Mellon Corp | 121,166 | $1.16M | 0.00% | +6,631+5.8% | Added |
| Susquehanna International Group, LLP | 134,208 | $1.29M | 0.00% | −26,930−16.7% | Reduced |
| JPMorgan Chase & Co | 138,516 | $1.33M | 0.00% | +1,123+0.8% | Added |
| Morgan Stanley | 154,928 | $1.49M | 0.00% | −976,104−86.3% | Reduced |
| Royal Bank of Canada | 157,941 | $1.51M | 0.00% | +147,759+1,451.2% | Added |
| Ameriprise Financial Inc | 180,851 | $1.73M | 0.00% | +180,851 | New |
| Woodline Partners LP | 187,291 | $1.80M | 0.01% | −564,401−75.1% | Reduced |
| Goldman Sachs Group Inc | 192,526 | $1.85M | 0.00% | +4,652+2.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 267,962 | $2.57M | 0.06% | +267,962 | New |
| Schonfeld Strategic Advisors LLC | 306,399 | $2.94M | 0.02% | +306,399 | New |
| Northern Trust Corp | 359,324 | $3.45M | 0.00% | −27,299−7.1% | Reduced |
| Charles Schwab Investment Management Inc | 360,160 | $3.45M | 0.00% | +12,125+3.5% | Added |
| UBS Group AG | 419,473 | $4.02M | 0.00% | −288,105−40.7% | Reduced |
| StepStone Group LP | 422,085 | $4.05M | 8.03% | 00.0% | Unchanged |
| Citigroup Inc | 517,247 | $4.96M | 0.00% | −13,612−2.6% | Reduced |
| Simplify Asset Management Inc. | 521,935 | $5.01M | 0.30% | −160,000−23.5% | Reduced |
| Moore Capital Management, LP | 600,000 | $5.75M | 0.11% | +600,000 | New |
| Catalio Capital Management, LP | 672,290 | $6.45M | 1.35% | +672,290 | New |