Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,228 institutions that hold shares in the stock, with a total of 3.62 Billion shares, which have been reported (via 13F filing form) to have a value of $95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
6,881
shares
|
$180,282
0.05% of portfolio
|
Q3 2024
Reduced 44.5%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
6,859
shares
|
$179,705
0.02% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
6,843
shares
|
$179,286
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
6,799
shares
|
$178,133
0.04% of portfolio
|
Q4 2024
Added 53.34%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
6,764
shares
|
$177,216
0.39% of portfolio
|
Q3 2023
Added 14.53%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
6,638
shares
|
$173,915
0.11% of portfolio
|
Q1 2024
Reduced 7.83%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
6,603
shares
|
$172,998
0.11% of portfolio
|
Q4 2024
Reduced 16.3%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
6,542
shares
|
$171,400
0.04% of portfolio
|
Q3 2023
Added 6.69%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
6,529
shares
|
$171,059
0.04% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,500
shares
|
$170,300
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
6,480
shares
|
$169,776
0.03% of portfolio
|
Q4 2024
Reduced 36.53%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
6,428
shares
|
$168,413
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
6,346
shares
|
$166,265
0.02% of portfolio
|
Q2 2024
Reduced 44.07%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
6,316
shares
|
$165,479
0.08% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
6,294
shares
|
$164,902
0.03% of portfolio
|
Q3 2024
Reduced 11.44%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
6,196
shares
|
$162,335
0.13% of portfolio
|
Q2 2022
Reduced 1.9%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
6,181
shares
|
$161,942
0.01% of portfolio
|
Q4 2024
Added 23.08%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
6,112
shares
|
$160,134
0.19% of portfolio
|
Q4 2022
Added 0.18%
|
|
|
Elkhorn Partners Limited Partnership
Omaha, NE |
Nov 13, 2024 Q3 2024 |
6,100
shares
|
$159,820
0.11% of portfolio
|
Q3 2024
Reduced 12.86%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
6,098
shares
|
$159,767
0.07% of portfolio
|
Q3 2024
Reduced 55.2%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
6,079
shares
|
$159,269
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
6,025
shares
|
$157,855
0.01% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
6,013
shares
|
$157,540
0.19% of portfolio
|
Q4 2022
Added 0.54%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
6,009
shares
|
$157,435
0.08% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
5,950
shares
|
$155,890
0.09% of portfolio
|
Q4 2023
New holding
|