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 |
|---|---|---|---|---|---|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
108
shares
|
$2,817
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
100
shares
|
$2,609
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
100
shares
|
$2,609
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
100
shares
|
$2,609
0.0% of portfolio
|
Q3 2024
Reduced 96.94%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
64
shares
|
$1,669
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
63
shares
|
$1,643
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
59
shares
|
$1,539
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
58
shares
|
$1,513
0.0% of portfolio
|
Q3 2024
Reduced 99.44%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
58
shares
|
$1,513
0.0% of portfolio
|
Q4 2024
Reduced 75.63%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
54
shares
|
$1,408
0.13% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
53
shares
|
$1,382
0.0% of portfolio
|
Q2 2024
Added 29.27%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
51
shares
|
$1,330
0.0% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
50
shares
|
$1,304
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
45
shares
|
$1,174
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
29
shares
|
$756
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
27
shares
|
$704
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
20
shares
|
$521
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
14
shares
|
$365
0.0% of portfolio
|
Q3 2022
Reduced 95.54%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
10
shares
|
$260
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
6
shares
|
$156
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|