Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,257 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 $96.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
1,012
shares
|
$27,040
0.0% of portfolio
|
Q3 2024
Reduced 53.21%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,000
shares
|
$26,720
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
987
shares
|
$26,372
0.01% of portfolio
|
Q2 2024
Added 887.0%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
981
shares
|
$26,212
0.0% of portfolio
|
Q3 2024
Added 1754.33%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
980
shares
|
$26,185
0.02% of portfolio
|
Q2 2024
Reduced 68.39%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
968
shares
|
$25,864
0.07% of portfolio
|
Q2 2023
Added 1.04%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
955
shares
|
$25,517
0.02% of portfolio
|
Q3 2023
Reduced 43.99%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
895
shares
|
$23,914
0.01% of portfolio
|
Q2 2022
Reduced 54.03%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
881
shares
|
$23,540
0.01% of portfolio
|
Q1 2024
Reduced 18.2%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
878
shares
|
$23,460
0.01% of portfolio
|
Q4 2024
Reduced 38.17%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
863
shares
|
$23,059
0.01% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
839
shares
|
$22,418
0.04% of portfolio
|
Q3 2024
Reduced 32.83%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
836
shares
|
$22,337
0.01% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
810
shares
|
$21,643
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
792
shares
|
$21,162
0.02% of portfolio
|
Q4 2022
Reduced 87.72%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
768
shares
|
$20,520
0.01% of portfolio
|
Q2 2024
Reduced 37.25%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
764
shares
|
$20,414
0.01% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
731
shares
|
$19,532
0.01% of portfolio
|
Q2 2024
Added 7.18%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
721
shares
|
$19,265
0.01% of portfolio
|
Q3 2024
Reduced 28.9%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
697
shares
|
$18,623
0.01% of portfolio
|
Q2 2023
Reduced 84.35%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
694
shares
|
$18,543
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
682
shares
|
$18,223
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
679
shares
|
$18,142
0.02% of portfolio
|
Q3 2024
Added 156.23%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
672
shares
|
$17,955
0.04% of portfolio
|
Q1 2022
Added 8.56%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
623
shares
|
$16,646
0.01% of portfolio
|
Q1 2024
Reduced 66.76%
|