Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,351 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 $95.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
163
shares
|
$4,221
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
161
shares
|
$4,169
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
150
shares
|
$3,885
0.0% of portfolio
|
Q3 2024
Reduced 66.96%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
150
shares
|
$3,885
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
133
shares
|
$3,444
0.0% of portfolio
|
Q4 2024
Reduced 70.83%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
130
shares
|
$3,367
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
123
shares
|
$3,185
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
112
shares
|
$2,900
0.0% of portfolio
|
Q2 2023
Added 1.82%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
108
shares
|
$2,797
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$2,590
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
100
shares
|
$2,590
0.0% of portfolio
|
Q3 2024
Reduced 96.94%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
80
shares
|
$2,072
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
80
shares
|
$2,072
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
75
shares
|
$1,942
0.0% of portfolio
|
Q4 2024
Added 17.19%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
66
shares
|
$1,709
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
59
shares
|
$1,528
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
58
shares
|
$1,502
0.0% of portfolio
|
Q3 2024
Reduced 99.44%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
58
shares
|
$1,502
0.0% of portfolio
|
Q4 2024
Reduced 75.63%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
54
shares
|
$1,398
0.13% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
53
shares
|
$1,372
0.0% of portfolio
|
Q2 2024
Added 29.27%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
51
shares
|
$1,320
0.0% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
50
shares
|
$1,295
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
48
shares
|
$1,243
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
45
shares
|
$1,165
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
31
shares
|
$802
0.0% of portfolio
|
Q4 2024
New holding
|