Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,222 institutions that hold shares in the stock, with a total of 3.61 Billion shares, which have been reported (via 13F filing form) to have a value of $96.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
9,062
shares
|
$242,408
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
9,056
shares
|
$242,248
0.14% of portfolio
|
Q4 2023
Added 4.58%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
9,055
shares
|
$242,221
0.06% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
9,034
shares
|
$241,659
0.07% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
9,031
shares
|
$241,579
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
9,024
shares
|
$241,392
0.02% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
8,999
shares
|
$240,723
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
8,994
shares
|
$240,589
0.25% of portfolio
|
Q3 2024
Added 16.31%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
8,989
shares
|
$240,455
0.02% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
8,989
shares
|
$240,455
0.02% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
8,989
shares
|
$240,455
0.08% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,980
shares
|
$240,215
0.06% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
8,978
shares
|
$240,161
0.1% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
8,932
shares
|
$238,931
0.05% of portfolio
|
Q3 2024
Reduced 11.84%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
8,894
shares
|
$237,914
0.11% of portfolio
|
Q4 2024
Reduced 35.24%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
8,889
shares
|
$237,780
0.19% of portfolio
|
Q4 2024
Reduced 12.45%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 12, 2024 Q3 2024 |
8,884
shares
|
$237,647
0.0% of portfolio
|
Q3 2024
Reduced 98.13%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
8,882
shares
|
$237,593
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
8,878
shares
|
$237,486
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
8,869
shares
|
$237,245
0.11% of portfolio
|
Q4 2024
Added 26.25%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
8,825
shares
|
$236,068
0.1% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
8,822
shares
|
$235,988
0.02% of portfolio
|
Q3 2024
Reduced 9.02%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
8,816
shares
|
$235,828
0.27% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
8,803
shares
|
$235,480
0.04% of portfolio
|
Q1 2024
Reduced 13.16%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
8,798
shares
|
$235,346
0.07% of portfolio
|
Q4 2024
Reduced 3.42%
|