Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,354 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 $97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
319
shares
|
$8,389
0.0% of portfolio
|
Q3 2024
Reduced 47.88%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
315
shares
|
$8,284
0.01% of portfolio
|
Q1 2023
Reduced 85.35%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
305
shares
|
$8,021
0.01% of portfolio
|
Q4 2024
Reduced 36.46%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
305
shares
|
$8,021
0.01% of portfolio
|
Q4 2024
Reduced 36.46%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
302
shares
|
$7,942
0.0% of portfolio
|
Q3 2024
Added 112.68%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
300
shares
|
$7,890
0.0% of portfolio
|
Q1 2023
Reduced 52.0%
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
300
shares
|
$7,890
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
299
shares
|
$7,863
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
281
shares
|
$7,390
0.0% of portfolio
|
Q2 2024
Reduced 29.22%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
270
shares
|
$7,101
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
268
shares
|
$7,048
0.0% of portfolio
|
Q3 2024
Reduced 26.37%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
261
shares
|
$6,864
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
250
shares
|
$6,575
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
250
shares
|
$6,575
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
205
shares
|
$5,391
0.0% of portfolio
|
Q1 2024
Reduced 8.89%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
201
shares
|
$5,286
0.0% of portfolio
|
Q4 2024
Added 14.86%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
201
shares
|
$5,286
0.0% of portfolio
|
Q4 2024
Reduced 15.9%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
200
shares
|
$5,260
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
200
shares
|
$5,260
0.0% of portfolio
|
Q4 2022
Reduced 48.59%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
194
shares
|
$5,102
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
185
shares
|
$4,865
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
180
shares
|
$4,734
0.0% of portfolio
|
Q4 2024
Reduced 37.28%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
175
shares
|
$4,602
0.0% of portfolio
|
Q4 2024
Reduced 82.14%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
173
shares
|
$4,549
0.0% of portfolio
|
Q4 2024
Reduced 49.12%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
171
shares
|
$4,497
0.0% of portfolio
|
Q4 2024
New holding
|