Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,244 institutions that hold shares in the stock, with a total of 3.65 Billion shares, which have been reported (via 13F filing form) to have a value of $93.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
205,123
shares
|
$5.28 Million
0.51% of portfolio
|
Q4 2024
Reduced 17.27%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Feb 03, 2025 Q4 2024 |
204,733
shares
|
$5.27 Million
2.45% of portfolio
|
Q4 2024
Added 67.76%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
204,469
shares
|
$5.26 Million
4.17% of portfolio
|
Q3 2022
Added 0.26%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
203,735
shares
|
$5.24 Million
1.77% of portfolio
|
Q4 2022
Added 3.55%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
203,363
shares
|
$5.23 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
203,208
shares
|
$5.23 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
202,937
shares
|
$5.22 Million
0.23% of portfolio
|
Q3 2024
Added 16.17%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
202,705
shares
|
$5.22 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
202,320
shares
|
$5.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.87%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
202,028
shares
|
$5.2 Million
0.13% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Nov 13, 2024 Q3 2024 |
201,446
shares
|
$5.19 Million
1.22% of portfolio
|
Q3 2024
Added 33.02%
|
|
|
Jpb Foundation
New York, NY |
Nov 14, 2024 Q3 2024 |
201,293
shares
|
$5.18 Million
0.62% of portfolio
|
Q3 2024
Reduced 59.85%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
201,003
shares
|
$5.17 Million
1.3% of portfolio
|
Q3 2023
Reduced 8.59%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
200,810
shares
|
$5.17 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
200,710
shares
|
$5.17 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
200,570
shares
|
$5.16 Million
0.55% of portfolio
|
Q4 2024
Added 76.18%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Feb 07, 2025 Q4 2024 |
200,440
shares
|
$5.16 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
200,428
shares
|
$5.16 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
199,662
shares
|
$5.14 Million
0.18% of portfolio
|
Q4 2024
Reduced 19.9%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
199,526
shares
|
$5.14 Million
0.53% of portfolio
|
Q4 2024
Reduced 15.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
199,225
shares
|
$5.13 Million
0.06% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Addenda Capital Inc.
|
Jan 16, 2025 Q4 2024 |
198,688
shares
|
$5.11 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
198,616
shares
|
$5.11 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
198,360
shares
|
$5.11 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
197,976
shares
|
$5.1 Million
1.46% of portfolio
|
Q4 2024
New holding
|