Institutional Ownership Phathom Pharmaceuticals, Inc. (PHAT)
This table provides information about the institutional ownership of Phathom Pharmaceuticals, Inc. (PHAT). We have compiled data on the 138 institutions that hold shares in the stock, with a total of 60.5 Million shares, which have been reported (via 13F filing form) to have a value of $628 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,093
shares
|
$21,725
0.0% of portfolio
|
Q2 2025
Reduced 71.65%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
1,751
shares
|
$18,175
0.0% of portfolio
|
Q1 2025
Added 21.94%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,588
shares
|
$16,483
0.0% of portfolio
|
Q2 2025
Added 14.57%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
1,354
shares
|
$14,054
0.0% of portfolio
|
Q1 2025
Added 24.22%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,347
shares
|
$13,981
0.0% of portfolio
|
Q2 2025
Added 334.52%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
1,122
shares
|
$11,646
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,058
shares
|
$10,982
0.0% of portfolio
|
Q2 2025
Added 294.78%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,024
shares
|
$10,629
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
1,000
shares
|
$10,380
0.0% of portfolio
|
Q2 2024
Added 400.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
903
shares
|
$9,373
0.0% of portfolio
|
Q2 2025
Added 60.68%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
647
shares
|
$6,715
0.0% of portfolio
|
Q1 2025
Reduced 18.82%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
465
shares
|
$4,826
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
342
shares
|
$3,549
0.0% of portfolio
|
Q2 2025
Reduced 49.93%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
277
shares
|
$2,875
0.0% of portfolio
|
Q2 2025
Reduced 98.83%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
260
shares
|
$2,698
0.0% of portfolio
|
Q3 2024
Added 55.69%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
254
shares
|
$2,636
0.0% of portfolio
|
Q1 2025
Added 63.87%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
208
shares
|
$2,159
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
186
shares
|
$1,930
0.0% of portfolio
|
Q2 2025
Reduced 43.47%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
140
shares
|
$1,453
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
128
shares
|
$1,328
0.0% of portfolio
|
Q2 2025
Added 156.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
115
shares
|
$1,193
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
88
shares
|
$913
0.0% of portfolio
|
Q2 2025
Added 450.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
79
shares
|
$820
0.0% of portfolio
|
Q2 2025
Added 113.51%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
24
shares
|
$249
0.0% of portfolio
|
Q2 2025
Reduced 96.7%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
20
shares
|
$207
0.0% of portfolio
|
Q3 2023
New holding
|