5 institutions reported holding $3.8M of Phathom Pharmaceuticals Inc (PHAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($3.6M), INSPIRION WEALTH ADVISORS, LLC ($209,794), MassMutual Private Wealth & Trust, FSB ($4,633), GAMMA Investing LLC ($4,340), ELEVATION WEALTH PARTNERS, LLC ($217). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $3.6M | 327,278 | Added |
| 2 | INSPIRION WEALTH ADVISORS, LLC | $209,794 | 19,914 | Hold |
| 3 | MassMutual Private Wealth & Trust, FSB | $4,633 | 427 | Trimmed |
| 4 | GAMMA Investing LLC | $4,340 | 400 | Trimmed |
| 5 | ELEVATION WEALTH PARTNERS, LLC | $217 | 20 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30