PHAT — PHATHOM PHARMACEUTICALS INC
Reported value held$307.37M
Funds holding (latest)39
SectorHealth Care
Funds holding (Q2 2026)31
Institutional value$239.65M · 22.15M sh
New / Add / Cut / Exit3 / 18 / 9 / 2
Top-5 / Top-10 concentration71.0% / 89.0%
Institutional holdings change
Accumulating +9.9%
(+1.99M sh)
Institutional value change
Up +7.2%
As of Q2 2026, 31 SEC-registered investment managers reported holding PHAT (PHATHOM PHARMACEUTICALS INC) in their latest 13F filings, with a combined reported value of $239.65M across 22.15M shares. That is +9.9% by share count (+1.99M shares) versus the previous quarter, while reported value moved +7.2%. Ownership is concentrated: the five largest holders account for 71.0% of reported value and the top ten for 89.0%.
Compared with the prior quarter, 3 opened new positions, 18 added to existing stakes, 9 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PHAT is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.53M | $49.10M | 0.00% | Add |
| Invesco Ltd history | 4.03M | $43.72M | 0.00% | Reduce |
| Millennium Management history | 3.38M | $36.63M | 0.01% | Reduce |
| Franklin Resources history | 1.97M | $21.38M | 0.01% | Add |
| Goldman Sachs Group history | 1.78M | $19.29M | 0.01% | Add |
| Geode Capital Management history | 1.32M | $14.28M | 0.00% | Reduce |
| Point72 Asset Management history | 1.02M | $11.09M | 0.04% | New |
| Marshall Wace history | 666.09K | $7.23M | 0.01% | Reduce |
| Two Sigma Investments history | 519.08K | $5.63M | 0.00% | Add |
| Northern Trust Corp history | 458.30K | $4.97M | 0.00% | Add |
| Charles Schwab Investment Management history | 419.09K | $4.55M | 0.00% | Add |
| JPMorgan Chase & Co history | 275.25K | $2.99M | 0.00% | New |
| Renaissance Technologies history | 226.40K | $2.46M | 0.00% | Reduce |
| UBS Group AG history | 204.57K | $2.22M | 0.00% | Reduce |
| Morgan Stanley history | 199.91K | $2.17M | 0.00% | Add |
| BNY Mellon history | 152.31K | $1.65M | 0.00% | Add |
| Wells Fargo & Co history | 152.00K | $1.65M | 0.00% | Add |
| Bank of America Corp history | 151.01K | $1.64M | 0.00% | Reduce |
| AQR Capital Management history | 134.90K | $1.46M | 0.00% | Add |
| Wellington Management Group history | 132.28K | $1.44M | 0.00% | Add |
| D. E. Shaw & Co history | 95.66K | $1.04M | 0.00% | Reduce |
| Arrowstreet Capital history | 77.32K | $838.88K | 0.00% | New |
| Citigroup Inc history | 52.95K | $574.45K | 0.00% | Add |
| Deutsche Bank AG history | 50.20K | $544.73K | 0.00% | Add |
| Legal & General Investment Management America history | 32.74K | $355.21K | 0.00% | Add |
| Citadel Advisors history | 31.10K | $337.44K | 0.00% | Reduce |
| Lazard Asset Management history | 14.67K | $159.18K | 0.00% | Hold |
| Manulife Financial history | 13.63K | $147.90K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 8.23K | $89.29K | 0.00% | Add |
| PNC Financial Services history | 1.46K | $15.88K | 0.00% | Add |
| T. Rowe Price Associates history | 65.72K | $714 | 0.00% | Add |
Q1 2026 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Invesco Ltd history | 4.32M | $48.02M | 0.01% | Add |
| BlackRock Inc history | 4.06M | $45.13M | 0.00% | Add |
| Millennium Management history | 4.02M | $44.69M | 0.02% | Add |
| Geode Capital Management history | 1.33M | $14.76M | 0.00% | Add |
| Franklin Resources history | 994.50K | $11.05M | 0.00% | New |
| Citadel Advisors history | 918.16K | $10.20M | 0.00% | Add |
| Marshall Wace history | 860.69K | $9.56M | 0.01% | New |
| Goldman Sachs Group history | 626.20K | $6.96M | 0.00% | Add |
| Two Sigma Investments history | 482.14K | $5.36M | 0.01% | Add |
| Northern Trust Corp history | 414.96K | $4.61M | 0.00% | Add |
| Charles Schwab Investment Management history | 409.01K | $4.54M | 0.00% | Add |
| UBS Group AG history | 360.37K | $4.00M | 0.00% | Add |
| Renaissance Technologies history | 305.80K | $3.40M | 0.01% | New |
| Bank of America Corp history | 208.12K | $2.31M | 0.00% | Reduce |
| D. E. Shaw & Co history | 132.46K | $1.47M | 0.00% | Reduce |
| BNY Mellon history | 124.02K | $1.38M | 0.00% | Add |
| Wellington Management Group history | 111.75K | $1.24M | 0.00% | Reduce |
| Balyasny Asset Management history | 95.30K | $1.06M | 0.00% | Reduce |
| Morgan Stanley history | 76.68K | $851.93K | 0.00% | Reduce |
| AQR Capital Management history | 55.47K | $616.25K | 0.00% | Add |
| Wells Fargo & Co history | 46.11K | $512.32K | 0.00% | Reduce |
| Deutsche Bank AG history | 36.46K | $405.06K | 0.00% | Add |
| Legal & General Investment Management America history | 32.04K | $355.93K | 0.00% | Reduce |
| Citigroup Inc history | 29.37K | $326.29K | 0.00% | Add |
| Janus Henderson Group history | 21.50K | $239.40K | 0.00% | Hold |
| Lazard Asset Management history | 14.67K | $163.00K | 0.00% | New |
| Manulife Financial history | 12.91K | $143.41K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 7.03K | $78.04K | 0.00% | Reduce |
| PNC Financial Services history | 1.39K | $15.41K | 0.00% | Reduce |
| T. Rowe Price Associates history | 52.45K | $583 | 0.00% | Add |
Q4 2025 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Invesco Ltd history | 3.92M | $65.04M | 0.01% | Add |
| BlackRock Inc history | 3.56M | $58.99M | 0.00% | Add |
| Vanguard Group history | 3.18M | $52.71M | 0.00% | Reduce |
| Millennium Management history | 2.08M | $34.54M | 0.01% | Reduce |
| Geode Capital Management history | 1.07M | $17.81M | 0.00% | Reduce |
| Moore Capital Management history | 600.00K | $9.95M | 0.14% | Hold |
| Citadel Advisors history | 410.21K | $6.81M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 397.91K | $6.60M | 0.00% | Add |
| Goldman Sachs Group history | 392.05K | $6.50M | 0.00% | Add |
| Northern Trust Corp history | 356.47K | $5.91M | 0.00% | Hold |
| UBS Group AG history | 304.38K | $5.05M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 296.68K | $4.92M | 0.00% | Add |
| D. E. Shaw & Co history | 261.07K | $4.33M | 0.00% | New |
| Bank of America Corp history | 259.00K | $4.30M | 0.00% | Add |
| Balyasny Asset Management history | 207.09K | $3.44M | 0.01% | Reduce |
| Wellington Management Group history | 134.55K | $2.23M | 0.00% | Reduce |
| BNY Mellon history | 122.97K | $2.04M | 0.00% | Reduce |
| Morgan Stanley history | 117.78K | $1.95M | 0.00% | Reduce |
| Wells Fargo & Co history | 68.02K | $1.13M | 0.00% | Add |
| Two Sigma Investments history | 57.78K | $958.62K | 0.00% | New |
| AQR Capital Management history | 54.45K | $903.29K | 0.00% | Add |
| Legal & General Investment Management America history | 34.25K | $568.19K | 0.00% | Add |
| Deutsche Bank AG history | 33.38K | $553.77K | 0.00% | Add |
| Citigroup Inc history | 28.46K | $472.13K | 0.00% | Add |
| Janus Henderson Group history | 21.50K | $356.58K | 0.00% | New |
| Manulife Financial history | 12.44K | $206.35K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 7.18K | $119.14K | 0.00% | Add |
| CPP Investments history | 4.60K | $76.31K | 0.00% | Add |
| PNC Financial Services history | 1.42K | $23.57K | 0.00% | Reduce |
| T. Rowe Price Associates history | 37.07K | $616 | 0.00% | Add |
Q3 2025 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Millennium Management history | 5.08M | $59.81M | 0.03% | Add |
| Invesco Ltd history | 3.86M | $45.49M | 0.01% | Reduce |
| BlackRock Inc history | 3.40M | $40.05M | 0.00% | Add |
| Vanguard Group history | 3.22M | $37.85M | 0.00% | Add |
| Geode Capital Management history | 1.09M | $12.82M | 0.00% | Add |
| Moore Capital Management history | 600.00K | $7.06M | 0.10% | Hold |
| Citadel Advisors history | 547.12K | $6.44M | 0.00% | Add |
| Charles Schwab Investment Management history | 365.90K | $4.31M | 0.00% | Add |
| Northern Trust Corp history | 357.58K | $4.21M | 0.00% | Hold |
| UBS Group AG history | 338.36K | $3.98M | 0.00% | Reduce |
| Balyasny Asset Management history | 295.16K | $3.47M | 0.01% | Add |
| Morgan Stanley history | 255.57K | $3.01M | 0.00% | Add |
| Bank of America Corp history | 249.09K | $2.93M | 0.00% | Add |
| Goldman Sachs Group history | 152.03K | $1.79M | 0.00% | Reduce |
| Wellington Management Group history | 146.46K | $1.72M | 0.00% | New |
| JPMorgan Chase & Co history | 136.95K | $1.61M | 0.00% | Reduce |
| BNY Mellon history | 127.38K | $1.50M | 0.00% | Add |
| Wells Fargo & Co history | 53.65K | $631.44K | 0.00% | Add |
| AQR Capital Management history | 52.63K | $619.44K | 0.00% | Add |
| Deutsche Bank AG history | 29.57K | $348.06K | 0.00% | Add |
| Manulife Financial history | 14.61K | $171.98K | 0.00% | Reduce |
| Citigroup Inc history | 13.63K | $160.48K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 7.00K | $82.38K | 0.00% | Add |
| CPP Investments history | 4.10K | $48.26K | 0.00% | New |
| Legal & General Investment Management America history | 4.09K | $48.10K | 0.00% | Hold |
| PNC Financial Services history | 1.55K | $18.22K | 0.00% | Add |
| T. Rowe Price Associates history | 31.92K | $376 | 0.00% | Add |
Q2 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Invesco Ltd history | 4.14M | $39.70M | 0.01% | Add |
| BlackRock Inc history | 3.32M | $31.79M | 0.00% | Hold |
| BlackRock Inc history | 3.32M | $31.79M | 0.00% | Hold |
| Vanguard Group history | 2.79M | $26.73M | 0.00% | Hold |
| Millennium Management history | 2.25M | $21.58M | 0.01% | Add |
| Geode Capital Management history | 1.07M | $10.26M | 0.00% | Add |
| Moore Capital Management history | 600.00K | $5.75M | 0.07% | New |
| Citigroup Inc history | 517.25K | $4.96M | 0.00% | Reduce |
| UBS Group AG history | 419.47K | $4.02M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 360.16K | $3.45M | 0.00% | Add |
| Northern Trust Corp history | 359.32K | $3.45M | 0.00% | Reduce |
| Citadel Advisors history | 263.00K | $2.52M | 0.00% | Add |
| Citadel Advisors history | 263.00K | $2.52M | 0.00% | Add |
| Goldman Sachs Group history | 192.53K | $1.85M | 0.00% | Add |
| Goldman Sachs Group history | 192.53K | $1.85M | 0.00% | Add |
| Morgan Stanley history | 154.93K | $1.49M | 0.00% | Reduce |
| Morgan Stanley history | 154.93K | $1.49M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 138.52K | $1.33M | 0.00% | Add |
| JPMorgan Chase & Co history | 138.52K | $1.33M | 0.00% | Add |
| BNY Mellon history | 121.17K | $1.16M | 0.00% | Add |
| Bank of America Corp history | 96.08K | $921.41K | 0.00% | Reduce |
| AQR Capital Management history | 49.92K | $478.77K | 0.00% | Reduce |
| Wells Fargo & Co history | 46.68K | $447.64K | 0.00% | Add |
| Deutsche Bank AG history | 26.08K | $250.10K | 0.00% | Reduce |
| Deutsche Bank AG history | 26.08K | $250.10K | 0.00% | Reduce |
| Manulife Financial history | 15.83K | $151.77K | 0.00% | Add |
| Balyasny Asset Management history | 13.18K | $126.42K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.88K | $56.40K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.88K | $56.40K | 0.00% | Reduce |
| Legal & General Investment Management America history | 4.09K | $39.20K | 0.00% | Reduce |
| PNC Financial Services history | 1.35K | $12.92K | 0.00% | Add |
| T. Rowe Price Associates history | 30.10K | $289 | 0.00% | Add |
Q1 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Invesco Ltd history | 3.65M | $22.89M | 0.00% | Reduce |
| BlackRock Inc history | 3.32M | $20.84M | 0.00% | Reduce |
| BlackRock Inc history | 3.32M | $20.84M | 0.00% | Reduce |
| Vanguard Group history | 2.78M | $17.42M | 0.00% | Hold |
| Morgan Stanley history | 1.13M | $7.09M | 0.00% | Add |
| Morgan Stanley history | 1.13M | $7.09M | 0.00% | Add |
| Geode Capital Management history | 1.02M | $6.37M | 0.00% | Hold |
| UBS Group AG history | 707.58K | $4.44M | 0.00% | Add |
| Prudential Financial history | 568.63K | $3.57M | 0.01% | Add |
| Citigroup Inc history | 530.86K | $3.33M | 0.00% | Add |
| Millennium Management history | 523.36K | $3.28M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 509.58K | $3.20M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 509.58K | $3.20M | 0.00% | Reduce |
| Northern Trust Corp history | 386.62K | $2.42M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 348.04K | $2.18M | 0.00% | Reduce |
| Marshall Wace history | 314.87K | $1.97M | 0.00% | Add |
| Citadel Advisors history | 258.52K | $1.62M | 0.00% | Add |
| Citadel Advisors history | 258.52K | $1.62M | 0.00% | Add |
| Wellington Management Group history | 200.69K | $1.26M | 0.00% | Add |
| Goldman Sachs Group history | 187.87K | $1.18M | 0.00% | Reduce |
| Goldman Sachs Group history | 187.87K | $1.18M | 0.00% | Reduce |
| Bank of America Corp history | 170.28K | $1.07M | 0.00% | Add |
| JPMorgan Chase & Co history | 137.39K | $861.45K | 0.00% | Hold |
| JPMorgan Chase & Co history | 137.39K | $861.45K | 0.00% | Hold |
| BNY Mellon history | 114.53K | $718.14K | 0.00% | Add |
| AQR Capital Management history | 107.40K | $673.39K | 0.00% | Add |
| Two Sigma Investments history | 97.33K | $610.24K | 0.00% | Reduce |
| Two Sigma Investments history | 97.33K | $610.24K | 0.00% | Reduce |
| Balyasny Asset Management history | 45.83K | $287.36K | 0.00% | New |
| Legal & General Investment Management America history | 36.44K | $228.74K | 0.00% | Hold |
| Wells Fargo & Co history | 28.43K | $178.22K | 0.00% | Add |
| Deutsche Bank AG history | 27.17K | $170.37K | 0.00% | Reduce |
| Deutsche Bank AG history | 27.17K | $170.37K | 0.00% | Reduce |
| Manulife Financial history | 14.46K | $90.68K | 0.00% | Add |
| PNC Financial Services history | 310 | $1.94K | 0.00% | Add |
| Amundi US history | 42 | $210 | 0.00% | Hold |
| T. Rowe Price Associates history | 27.01K | $170 | 0.00% | Add |
New Positions (Q2 2026)
- Point72 Asset Management 1.02M sh · $11.09M
- JPMorgan Chase & Co 275.25K sh · $2.99M
- Arrowstreet Capital 77.32K sh · $838.88K
Fully Exited (vs previous quarter)
- Balyasny Asset Management sold 95.30K sh · $1.06M
- Janus Henderson Group sold 21.50K sh · $239.40K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 4.53M | 4.06M | 3.56M | 3.40M | 3.32M | 3.32M | 3.50M | 3.12M | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 4.03M | 4.32M | 3.92M | 3.86M | 4.14M | 3.65M | 3.67M | 4.10M | 3.14M | 3.16M | 3.17M | 3.42M | 3.33M | 2.18M | 2.21M | 2.07M | 2.05M | 2.05M | 2.07M | 2.00M |
| Millennium Management | 3.38M | 4.02M | 2.08M | 5.08M | 2.25M | 523.36K | 59.99K | 32.93K | — | 225.02K | 170.04K | 139.35K | 27.94K | 57.86K | — | 50.40K | — | — | — | — |
| Franklin Resources | 1.97M | 994.50K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 1.78M | 626.20K | 392.05K | 152.03K | 192.53K | 187.87K | 412.26K | 434.22K | 417.28K | 207.37K | 210.21K | 138.50K | 154.67K | 48.68K | 74.01K | 57.34K | 52.37K | 28.34K | 34.12K | 7.16K |
| Geode Capital Management | 1.32M | 1.33M | 1.07M | 1.09M | 1.07M | 1.02M | 1.02M | 862.92K | 806.05K | 751.38K | 735.27K | 682.57K | 490.12K | 448.61K | 435.04K | 402.29K | 346.94K | 313.82K | 293.20K | 283.86K |
| Point72 Asset Management | 1.02M | — | — | — | — | — | — | 439.82K | — | — | — | — | — | 11.51K | — | — | — | — | — | — |
| Marshall Wace | 666.09K | 860.69K | — | — | — | 314.87K | 98.07K | — | 112.69K | — | — | — | — | 37.10K | — | — | 54.77K | 24.35K | 32.16K | — |
| Two Sigma Investments | 519.08K | 482.14K | 57.78K | — | — | 97.33K | 485.79K | 154.03K | 303.43K | 467.45K | 266.86K | 84.06K | 41.50K | 29.10K | — | — | 35.30K | 40.22K | 63.80K | 22.55K |
| Northern Trust Corp | 458.30K | 414.96K | 356.47K | 357.58K | 359.32K | 386.62K | 397.96K | 320.77K | 276.66K | 283.20K | 289.82K | 268.78K | 217.19K | 212.90K | 211.05K | 191.71K | 189.89K | 178.81K | 187.91K | 186.08K |
| Charles Schwab Investment Management | 419.09K | 409.01K | 397.91K | 365.90K | 360.16K | 348.04K | 353.04K | 292.86K | 285.87K | 264.49K | 262.52K | 246.68K | 178.87K | 171.61K | 173.25K | 156.68K | 119.81K | 126.19K | 123.30K | 120.87K |
| JPMorgan Chase & Co | 275.25K | — | 296.68K | 136.95K | 138.52K | 137.39K | 136.91K | 135.43K | 134.36K | 138.45K | 146.04K | 144.76K | 134.00K | 114.79K | 129.15K | 171.37K | 170.79K | 175.56K | 172.56K | 168.99K |
| Renaissance Technologies | 226.40K | 305.80K | — | — | — | — | — | — | — | — | 65.60K | — | 10.00K | — | — | — | 24.00K | — | — | — |
| UBS Group AG | 204.57K | 360.37K | 304.38K | 338.36K | 419.47K | 707.58K | 465.62K | 71.94K | 43.09K | 49.92K | 39.43K | 33.70K | 16.81K | — | 795 | 628 | — | — | 1.33K | — |
| Morgan Stanley | 199.91K | 76.68K | 117.78K | 255.57K | 154.93K | 1.13M | 966.40K | 439.49K | 762.60K | 237.16K | 124.55K | 78.24K | 72.38K | 93.70K | 69.19K | 92.43K | 108.86K | 84.60K | 139.17K | 26.73K |
| BNY Mellon | 152.31K | 124.02K | 122.97K | 127.38K | 121.17K | 114.53K | 102.75K | 98.19K | 114.72K | 95.22K | 106.32K | 95.06K | 78.59K | 77.34K | 79.94K | 73.52K | 64.36K | 61.29K | 59.34K | 58.14K |
| Wells Fargo & Co | 152.00K | 46.11K | 68.02K | 53.65K | 46.68K | 28.43K | 25.52K | 18.05K | 17.32K | 11.61K | 10.89K | 7.27K | 9.60K | 4.73K | — | 407 | 599 | 1.60K | 8.79K | — |
| Bank of America Corp | 151.01K | 208.12K | 259.00K | 249.09K | 96.08K | 170.28K | 166.50K | 103.78K | 98.03K | 105.86K | 81.79K | 53.56K | 56.08K | 253.49K | 65.46K | 70.75K | 91.54K | 66.66K | 74.39K | 64.53K |
| AQR Capital Management | 134.90K | 55.47K | 54.45K | 52.63K | 49.92K | 107.40K | 17.66K | — | — | — | 18.43K | 22.84K | — | — | 10.05K | — | — | — | — | — |
| Wellington Management Group | 132.28K | 111.75K | 134.55K | 146.46K | — | 200.69K | 136.00K | 173.38K | 226.64K | 223.39K | 154.39K | 99.81K | 98.01K | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details