Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,377 institutions that hold shares in the stock, with a total of 3.69 Billion shares, which have been reported (via 13F filing form) to have a value of $96.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
9,640
shares
|
$252,664
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
9,628
shares
|
$252,349
0.14% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
9,627
shares
|
$252,323
0.02% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
9,626
shares
|
$252,297
0.07% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
9,563
shares
|
$250,646
0.11% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
9,550
shares
|
$250,305
0.01% of portfolio
|
Q1 2024
Reduced 42.15%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,536
shares
|
$249,938
0.05% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
9,503
shares
|
$249,073
0.1% of portfolio
|
Q4 2024
Reduced 20.68%
|
|
|
Elkhorn Partners Limited Partnership
Omaha, NE |
Feb 13, 2025 Q4 2024 |
9,500
shares
|
$248,995
0.17% of portfolio
|
Q4 2024
Added 55.74%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
9,497
shares
|
$248,916
0.02% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
9,493
shares
|
$248,811
0.06% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
9,461
shares
|
$247,972
0.1% of portfolio
|
Q4 2024
Reduced 13.93%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
9,439
shares
|
$247,396
0.04% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
9,434
shares
|
$247,265
0.05% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
9,428
shares
|
$247,107
0.04% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
9,407
shares
|
$246,557
0.12% of portfolio
|
Q4 2024
Added 23.52%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
9,395
shares
|
$246,242
0.04% of portfolio
|
Q3 2023
Added 34.31%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
9,379
shares
|
$245,823
0.16% of portfolio
|
Q4 2024
Reduced 22.65%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
9,377
shares
|
$245,771
0.07% of portfolio
|
Q4 2024
Reduced 27.37%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
9,347
shares
|
$244,984
0.03% of portfolio
|
Q4 2024
Added 51.66%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
9,347
shares
|
$244,984
0.08% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
9,340
shares
|
$244,801
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
9,337
shares
|
$244,722
0.05% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
9,332
shares
|
$244,591
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
9,317
shares
|
$244,198
0.13% of portfolio
|
Q4 2024
Added 15.02%
|