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 151 institutions that hold shares in the stock, with a total of 65.4 Million shares, which have been reported (via 13F filing form) to have a value of $960 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
647
shares
|
$9,504
0.0% of portfolio
|
Q1 2025
Reduced 18.82%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
584
shares
|
$8,578
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
568
shares
|
$8,343
0.0% of portfolio
|
Q4 2025
Added 202.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
342
shares
|
$5,023
0.0% of portfolio
|
Q2 2025
Reduced 49.93%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
320
shares
|
$4,700
0.0% of portfolio
|
Q4 2025
Added 11.5%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
303
shares
|
$4,451
0.0% of portfolio
|
Q4 2025
Reduced 15.83%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
260
shares
|
$3,819
0.0% of portfolio
|
Q3 2024
Added 55.69%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
254
shares
|
$3,731
0.0% of portfolio
|
Q1 2025
Added 63.87%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
208
shares
|
$3,055
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
186
shares
|
$2,732
0.0% of portfolio
|
Q2 2025
Reduced 43.47%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
140
shares
|
$2,056
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
115
shares
|
$1,689
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
95
shares
|
$1,395
0.0% of portfolio
|
Q4 2025
Added 7.95%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
71
shares
|
$1,042
0.0% of portfolio
|
Q3 2025
Reduced 10.13%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
59
shares
|
$866
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
23
shares
|
$337
0.0% of portfolio
|
Q3 2025
Reduced 82.03%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
20
shares
|
$293
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
16
shares
|
$235
0.0% of portfolio
|
Q2 2025
Added 128.57%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|