Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PHIO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | GEODE CAPITAL MANAGEMENT, LLC | 147K | $180K | +59.0% | 1.268% | 0.00% |
| 2 | JANE STREET GROUP, LLC | 119K | $145K | — | 1.026% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 80K | $97K | — | 0.687% | 0.00% |
| 4 | Cetera Investment Advisers | 45K | $55K | +5.9% | 0.387% | 0.00% |
| 5 | VANGUARD FIDUCIARY TRUST CO | 38K | $47K | — | 0.329% | 0.00% |
| 6 | TWO SIGMA INVESTMENTS, LP | 32K | $40K | +124.2% | 0.280% | 0.00% |
| 7 | Scientech Research LLC | 30K | $37K | — | 0.259% | 0.03% |
| 8 | UBS Group AG | 27K | $33K | +214.0% | 0.232% | 0.00% |
| 9 | XTX Topco Ltd | 25K | $30K | — | 0.214% | 0.00% |
| 10 | NORTHERN TRUST CORP | 24K | $29K | 0.0% | 0.204% | 0.00% |
| 11 | TWO SIGMA SECURITIES, LLC | 15K | $19K | — | 0.131% | 0.00% |
| 12 | CAPTRUST FINANCIAL ADVISORS | 10K | $12K | 0.0% | 0.086% | 0.00% |
| 13 | Tower Research Capital LLC (TRC) | 8K | $9K | — | 0.066% | 0.00% |
| 14 | MORGAN STANLEY | 6K | $7K | 0.0% | 0.052% | 0.00% |
| 15 | Spire Wealth Management | 2K | $2K | — | 0.017% | 0.00% |
| 16 | ADVISOR GROUP HOLDINGS, INC. | 2K | $2K | — | 0.017% | 0.00% |
| 17 | SBI Securities Co., Ltd. | 1K | $1K | +7.8% | 0.011% | 0.00% |
| 18 | NBC SECURITIES, INC. | 1K | $1K | — | 0.009% | 0.00% |
| 19 | CITIGROUP INC | 1K | $1K | — | 0.009% | 0.00% |
| 20 | ASSETMARK, INC | 110 | $134 | 0.0% | 0.001% | 0.00% |
| 21 | HRT FINANCIAL LP | 35K | $42 | — | 0.299% | 0.00% |
| 22 | GSA CAPITAL PARTNERS LLP | 20K | $24 | — | 0.171% | 0.00% |
| 23 | Activest Wealth Management | 9 | $11 | 0.0% | 0.000% | 0.00% |
| 24 | Caitong International Asset Management Co., Ltd | 3 | $4 | — | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PHIO — a direct measure of their conviction.
Filings activity in PHIO during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 24 | +50% | 6.03% | +3.23 pp | $1M | +116% |
| Q4 2025 | 16 | +45% | 2.80% | 0.96 pp | $0M | 26% |
| Q3 2025 | 11 | 8.3% | 3.76% | +0.92 pp | $0M | +32% |
| Q2 2025 | 12 | +0.0% | 2.84% | +1.79 pp | $0M | +170% |
| Q1 2025 | 12 | +0.0% | 1.05% | +0.03 pp | $0M | +2.8% |
| Q4 2024 | 12 | +71% | 1.02% | +0.23 pp | $0M | +29% |
| Q3 2024 | 7 | 46% | 0.79% | 0.07 pp | $0M | 8.1% |
| Q2 2024 | 13 | — | 0.86% | — | $0M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PHIO stock.
Based on Q1 2026 13F filings, institutional ownership of Phio Pharmaceuticals Corp. stands at 6.0%, held across 24 reporting institutions.
GEODE CAPITAL MANAGEMENT, LLC is the largest reported institutional holder of PHIO, with approximately 147,254 shares worth $0.00B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of PHIO, including JANE STREET GROUP, LLC, TWO SIGMA INVESTMENTS, LP, TWO SIGMA SECURITIES, LLC.
Our composite Smart Money Score for PHIO is 77 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
14 institutions opened new positions in PHIO during Q1 2026, while 6 fully exited. 10 added to existing positions and 0 trimmed.
PHIO institutional ownership rose by 3.23 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 92.5% of all reported 13F value in PHIO, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Phio Pharmaceuticals Corp. (PHIO) Institutional Ownership