Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,226 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 $94.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,855
shares
|
$126,666
0.1% of portfolio
|
Q1 2023
Reduced 11.45%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
4,838
shares
|
$126,223
0.02% of portfolio
|
Q3 2024
Added 2381.03%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,786
shares
|
$124,866
0.21% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
4,781
shares
|
$124,736
0.35% of portfolio
|
Q3 2022
Reduced 8.69%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
4,769
shares
|
$124,423
0.11% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
4,763
shares
|
$124,266
0.01% of portfolio
|
Q2 2024
Reduced 24.01%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
4,715
shares
|
$123,014
0.3% of portfolio
|
Q4 2021
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,634
shares
|
$120,901
0.03% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,616
shares
|
$120,431
0.18% of portfolio
|
Q2 2022
Reduced 1.7%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,580
shares
|
$119,492
0.09% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
4,531
shares
|
$118,213
0.03% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
4,475
shares
|
$116,752
0.04% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
4,417
shares
|
$115,239
0.05% of portfolio
|
Q2 2024
Reduced 31.36%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
4,414
shares
|
$115,161
0.09% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
4,315
shares
|
$112,578
0.16% of portfolio
|
Q2 2022
Reduced 7.64%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,313
shares
|
$112,526
0.04% of portfolio
|
Q3 2024
Added 221.15%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,293
shares
|
$112,004
0.15% of portfolio
|
Q2 2022
Reduced 2.28%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
4,282
shares
|
$111,717
0.02% of portfolio
|
Q3 2024
Reduced 23.93%
|
|
|
Aegon Asset Management Uk PLC
|
Jan 21, 2025 Q4 2024 |
4,280
shares
|
$111,665
0.0% of portfolio
|
Q1 2024
Reduced 99.8%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
4,267
shares
|
$111,326
0.03% of portfolio
|
Q3 2024
Reduced 19.57%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
4,266
shares
|
$111,299
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,225
shares
|
$110,230
0.01% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
4,222
shares
|
$110,151
0.04% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
4,203
shares
|
$109,656
0.03% of portfolio
|
Q2 2024
Reduced 37.33%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
4,155
shares
|
$108,403
0.04% of portfolio
|
Q3 2024
Added 118.45%
|