PHATHOM PHARMACEUTICALS INC (PHAT)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
160
Reporting holders
$774.8M
Reported value
86.7%
Of shares outstanding
1.7%
Held as options
-9
Holder change
Institutions report 70,179,933 shares against 80,900,934 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. | $135.3M | 12,466,489 | 2.95% | 18q | HELD |
| Medicxi Ventures Management (Jersey) Ltd | $81.0M | 7,464,572 | 45.65% | 27q | HELD |
| BlackRock, Inc. | $49.1M | 4,525,129 | 0.00% | 8q | +11.4%+$5.0M |
| Invesco Ltd. | $43.7M | 4,029,731 | 0.00% | 27q | -6.8%-$3.2M |
| Carlyle Group Inc. | $37.9M | 3,496,808 | 0.38% | 14q | HELD |
| MILLENNIUM MANAGEMENT LLC | $36.6M | 3,375,834 | 0.01% | 8q | -16.1%-$7.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $28.8M | 2,656,944 | 0.00% | 2q | +2.8%+$795.4K |
| FRANKLIN RESOURCES INC | $21.4M | 1,970,828 | 0.00% | 2q | +98.2%+$10.6M |
| NEA Management Company, LLC | $21.3M | 1,960,169 | 1.34% | 13q | HELD |
| 683 Capital Management, LLC | $20.1M | 1,850,000 | 0.99% | 19q | HELD |
| GOLDMAN SACHS GROUP INC | $19.3M | 1,778,032 | 0.00% | 20q | +183.9%+$12.5M |
| STATE STREET CORP | $17.2M | 1,586,323 | 0.00% | 27q | +14.4%+$2.2M |
| Catalys Pacific, LLC | $16.2M | 1,493,854 | 7.06% | 11q | HELD |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $15.9M | 1,462,738 | 0.02% | 2q | +21.4%+$2.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $14.3M | 1,315,687 | 0.00% | 27q | -0.9%-$134.1K |
| WASATCH ADVISORS LP | $14.2M | 1,307,247 | 0.09% | 8q | -2.5%-$365.3K |
| Ensign Peak Advisors, Inc | $11.4M | 1,051,913 | 0.02% | 27q | -67.7%-$23.9M |
| Propel Bio Management, LLC | $11.4M | 1,050,358 | 5.96% | 11q | +24.9%+$2.3M |
| Point72 Asset Management, L.P. | $11.1M | 1,022,193 | 0.01% | new | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $8.6M | 796,631 | 0.00% | 2q | +19.6%+$1.4M |
| SummitTX Capital, L.P. | $8.6M | 789,550 | 0.22% | 4q | -20.7%-$2.2M |
| HSBC HOLDINGS PLC | $7.7M | 709,695 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $7.6M | 184,901 | 0.00% | 24q | -51.7%-$8.1M |
| MARSHALL WACE, LLP | $7.2M | 666,090 | 0.01% | 2q | -22.6%-$2.1M |
| EcoR1 Capital, LLC | $6.8M | 625,000 | 0.33% | 2q | HELD |
| PERCEPTIVE ADVISORS LLC | $5.8M | 532,000 | 0.09% | 2q | -42.5%-$4.3M |
| TWO SIGMA INVESTMENTS, LP | $5.6M | 519,076 | 0.00% | 3q | +7.7%+$400.8K |
| NORTHERN TRUST CORP | $5.0M | 458,301 | 0.00% | 27q | +10.4%+$470.3K |
| StepStone Group LP | $4.6M | 422,085 | 0.21% | 20q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.5M | 419,094 | 0.00% | 27q | +2.5%+$109.4K |
| Sixth Street Partners Management Company, L.P. | $4.5M | 419,094 | 0.00% | new | NEW |
| Woodline Partners LP | $4.0M | 369,052 | 0.01% | 13q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $3.8M | 354,573 | 0.00% | 2q | +4.7%+$172.1K |
| Hennion & Walsh Asset Management, Inc. | $3.6M | 327,278 | 0.10% | 3q | +124.3%+$2.0M |
| AMERIPRISE FINANCIAL INC | $3.2M | 293,979 | 0.00% | 5q | -42.2%-$2.3M |
| JANE STREET GROUP, LLC | $3.1M | 212,706 | 0.00% | 16q | HELD |
| JPMORGAN CHASE & CO | $3.0M | 275,251 | 0.00% | 27q | -4.2%-$132.4K |
| Simplify Asset Management Inc. | $2.7M | 249,267 | 0.04% | 14q | -5.0%-$142.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 17,725 | 0.00% | 18q | -80.9%-$11.4M |
| RENAISSANCE TECHNOLOGIES LLC | $2.5M | 226,400 | 0.00% | 2q | -26.0%-$861.5K |
| UBS Group AG | $2.2M | 204,573 | 0.00% | 13q | -43.2%-$1.7M |
| NewEdge Advisors, LLC | $2.2M | 203,962 | 0.01% | 4q | +11.5%+$227.4K |
| Avidity Partners Management LP | $2.2M | 200,000 | 0.35% | 19q | -59.9%-$3.2M |
| MORGAN STANLEY | $2.2M | 199,909 | 0.00% | 27q | +160.7%+$1.3M |
| Jump Financial, LLC | $2.1M | 191,866 | 0.02% | 3q | +625.5%+$1.8M |
| Opaleye Management Inc. | $2.0M | 185,589 | 0.18% | new | NEW |
| Trexquant Investment LP | $1.9M | 173,884 | 0.01% | 4q | -40.7%-$1.3M |
| GROUP ONE TRADING LLC | $1.8M | 13,881 | 0.00% | 14q | -18.1%-$407.3K |
| Stonepine Capital Management, LLC | $1.8M | 170,020 | 0.47% | 2q | +240.0%+$1.3M |
| Jones Hill Capital LP | $1.8M | 161,486 | 0.37% | new | NEW |
| Bank of New York Mellon Corp | $1.7M | 152,313 | 0.00% | 27q | +22.8%+$307.0K |
| WELLS FARGO & COMPANY/MN | $1.6M | 152,002 | 0.00% | 14q | +64.8%+$648.6K |
| BANK OF AMERICA CORP /DE/ | $1.6M | 151,015 | 0.00% | 27q | -27.4%-$619.5K |
| XTX Topco Ltd | $1.5M | 135,832 | 0.02% | 6q | -15.4%-$267.7K |
| AQR CAPITAL MANAGEMENT LLC | $1.5M | 134,901 | 0.00% | 7q | +143.2%+$861.8K |
| WELLINGTON MANAGEMENT GROUP LLP | $1.4M | 132,284 | 0.00% | 4q | +18.4%+$222.8K |
| DIADEMA PARTNERS LP | $1.4M | 129,950 | 0.18% | 2q | +137.8%+$817.0K |
| Nuveen, LLC | $1.4M | 127,127 | 0.00% | 6q | +8.4%+$106.6K |
| SIG BROKERAGE, LP | $1.3M | options only | 0.03% | 2q | OPTIONS |
| Engineers Gate Manager LP | $1.3M | 118,257 | 0.02% | 3q | +60.1%+$481.8K |
| Virtus Investment Advisers, LLC | $1.2M | 112,139 | 0.28% | 6q | +93.4%+$587.6K |
| Russell Investments Group, Ltd. | $1.1M | 102,754 | 0.00% | 6q | +19.9%+$185.2K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $1.1M | 101,745 | 0.00% | new | NEW |
| Stratos Wealth Partners, LTD. | $1.1M | 100,000 | 0.01% | 3q | HELD |
| Swiss National Bank | $1.1M | 98,800 | 0.00% | 3q | +6.7%+$67.3K |
| D. E. Shaw & Co., Inc. | $1.0M | 95,660 | 0.00% | 3q | -27.8%-$399.2K |
| NOMURA HOLDINGS INC | $966.7K | 40,000 | 0.00% | new | NEW |
| GILDER GAGNON HOWE & CO LLC | $956.3K | 88,134 | 0.01% | 22q | -37.0%-$561.5K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $838.9K | 77,316 | 0.00% | new | NEW |
| Campbell & CO Investment Adviser LLC | $746.0K | 68,759 | 0.04% | 3q | +10.9%+$73.1K |
| Penn Mutual Asset Management | $681.4K | 62,802 | 3.50% | 18q | HELD |
| STATE OF WISCONSIN INVESTMENT BOARD | $675.8K | 62,283 | 0.00% | 3q | +41.5%+$198.3K |
| RHUMBLINE ADVISERS | $654.7K | 60,346 | 0.00% | 27q | +8.9%+$53.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $605.3K | 55,788 | 0.00% | 3q | HELD |
| Birchview Capital, LP | $596.8K | 55,000 | 0.28% | 5q | -71.8%-$1.5M |
| CITIGROUP INC | $574.5K | 52,945 | 0.00% | 27q | +80.3%+$255.8K |
| STIFEL FINANCIAL CORP | $573.2K | 52,832 | 0.00% | 6q | -2.2%-$13.1K |
| Creative Planning | $572.3K | 52,750 | 0.00% | 14q | -24.9%-$189.3K |
| ALLIANCEBERNSTEIN L.P. | $547.6K | 49,290 | 0.00% | 25q | HELD |
| DEUTSCHE BANK AG\ | $544.7K | 50,205 | 0.00% | 27q | +37.7%+$149.1K |
| Pale Fire Capital SE | $539.4K | 49,713 | 0.04% | new | NEW |
| Man Group plc | $528.2K | 48,679 | 0.00% | 2q | +60.4%+$198.8K |
| RAYMOND JAMES FINANCIAL INC | $521.1K | 48,024 | 0.00% | 5q | +82.4%+$235.4K |
| Caption Management, LLC | $520.8K | options only | 0.00% | new | OPTIONS |
| Persistent Asset Partners Ltd | $517.1K | 47,663 | 0.15% | 3q | +78.1%+$226.7K |
| ADAR1 Capital Management, LLC | $465.5K | 42,900 | 0.02% | 8q | HELD |
| Quantbot Technologies LP | $463.9K | 42,755 | 0.02% | new | NEW |
| BARCLAYS PLC | $453.3K | 41,777 | 0.00% | 18q | +64.8%+$178.2K |
| Y-Intercept (Hong Kong) Ltd | $432.3K | 39,845 | 0.01% | new | NEW |
| Fiduciary Trust Co | $387.7K | 35,731 | 0.00% | 6q | +97.8%+$191.7K |
| ALLSTATE CORP | $356.7K | 32,875 | 0.00% | 2q | +0.6%+$2.0K |
| Legal & General Group Plc | $355.2K | 32,738 | 0.00% | 27q | +2.2%+$7.6K |
| Kera Capital Partners, Inc. | $345.3K | 26,826 | 0.03% | 7q | HELD |
| Squarepoint Ops LLC | $342.8K | 31,595 | 0.00% | 2q | -88.5%-$2.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | $309.3K | 28,506 | 0.00% | 2q | HELD |
| MetLife Investment Management, LLC | $305.0K | 28,107 | 0.00% | 26q | +8.8%+$24.5K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $280.3K | 25,838 | 0.00% | 3q | +3.4%+$9.2K |
| SIMPLEX TRADING, LLC | $253.9K | options only | 0.00% | 6q | OPTIONS |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $245.7K | 22,647 | 0.00% | 9q | +4.2%+$9.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $244.5K | 22,535 | 0.00% | 9q | -30.1%-$105.2K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-29 | 13G | BlackRock, Inc. | 5.5% |
| 2026-07-20 | 13G/A | Millennium Management LLCwith 2 co-filers | 4.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 160 | $774.8M | 70,179,933 | 25 | 53 | 48 | 1.7% |
| Q1 2026 | 169 | $784.6M | 69,271,029 | 31 | 72 | 38 | 2.0% |
| Q4 2025 | 160 | $1.1B | 62,792,663 | 41 | 44 | 46 | 1.8% |
| Q3 2025 | 125 | $763.0M | 63,647,349 | 22 | 43 | 24 | 1.8% |
| Q2 2025 | 115 | $565.7M | 56,432,997 | 19 | 38 | 32 | 4.3% |
| Q1 2025 | 127 | $394.4M | 62,704,568 | 23 | 38 | 32 | 0.3% |
| Q4 2024 | 133 | $536.9M | 65,449,474 | 26 | 54 | 25 | 1.0% |
| Q3 2024 | 120 | $1.3B | 71,439,582 | 22 | 50 | 16 | 0.4% |
| Q2 2024 | 105 | $598.3M | 57,553,097 | 13 | 43 | 22 | 0.9% |
| Q1 2024 | 107 | $589.4M | 55,384,866 | 10 | 37 | 30 | 0.2% |
| Q4 2023 | 109 | $499.9M | 53,713,563 | 14 | 47 | 20 | 0.1% |
| Q3 2023 | 101 | $446.4M | 43,101,066 | 13 | 46 | 20 | 0.3% |
| Q2 2023 | 94 | $607.8M | 42,005,166 | 29 | 34 | 15 | 1.0% |
| Q1 2023 | 70 | $214.6M | 29,839,469 | 15 | 25 | 14 | 0.8% |
| Q4 2022 | 69 | $301.0M | 26,808,417 | 8 | 23 | 18 | 0.1% |
| Q3 2022 | 90 | $336.4M | 30,195,939 | 16 | 32 | 23 | 0.6% |
| Q2 2022 | 93 | $238.2M | 27,342,662 | 20 | 31 | 19 | 0.6% |
| Q1 2022 | 83 | $350.4M | 25,655,447 | 10 | 31 | 25 | 0.4% |
| Q4 2021 | 84 | $562.0M | 28,574,324 | 19 | 33 | 12 | 0.0% |
| Q3 2021 | 82 | $820.4M | 25,543,670 | 12 | 19 | 21 | 0.1% |
| Q2 2021 | 79 | $843.9M | 24,920,491 | 11 | 34 | 13 | 0.0% |
| Q1 2021 | 84 | $919.2M | 24,475,867 | 21 | 20 | 24 | 0.0% |
| Q4 2020 | 75 | $817.5M | 24,558,397 | 24 | 21 | 14 | 0.2% |
| Q3 2020 | 57 | $793.5M | 21,631,974 | 3 | 11 | 22 | 0.0% |
| Q2 2020 | 60 | $718.8M | 21,847,172 | 19 | 21 | 7 | 0.0% |
| Q1 2020 | 47 | $565.7M | 21,951,611 | 12 | 12 | 12 | 0.0% |
| Q4 2019 | 40 | $681.8M | 21,963,189 | 38 | 0 | 0 | 0.0% |