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 |
|---|---|---|---|---|---|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
157,451
shares
|
$4.05 Million
0.39% of portfolio
|
Q4 2024
Reduced 13.5%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
157,234
shares
|
$4.05 Million
0.47% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
156,733
shares
|
$4.03 Million
0.29% of portfolio
|
Q3 2022
Reduced 13.64%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
156,097
shares
|
$4.02 Million
0.47% of portfolio
|
Q4 2024
Reduced 11.92%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
155,401
shares
|
$4 Million
0.23% of portfolio
|
Q3 2024
Reduced 10.5%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
155,215
shares
|
$4 Million
0.09% of portfolio
|
Q2 2023
Added 5.11%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
155,044
shares
|
$3.99 Million
0.12% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
154,655
shares
|
$3.98 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Feb 06, 2025 Q4 2024 |
153,548
shares
|
$3.95 Million
3.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Feb 07, 2025 Q4 2024 |
152,613
shares
|
$3.93 Million
2.95% of portfolio
|
Q4 2024
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
152,440
shares
|
$3.92 Million
0.19% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
151,869
shares
|
$3.91 Million
0.3% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
151,715
shares
|
$3.91 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
151,530
shares
|
$3.9 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
Jarislowsky, Fraser LTD
|
Nov 13, 2024 Q3 2024 |
151,224
shares
|
$3.89 Million
0.03% of portfolio
|
Q3 2024
Reduced 24.2%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
151,062
shares
|
$3.89 Million
0.18% of portfolio
|
Q4 2024
Added 487.54%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
150,810
shares
|
$3.88 Million
0.45% of portfolio
|
Q4 2024
Added 170.55%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
150,790
shares
|
$3.88 Million
0.11% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Villere St Denis J & CO LLC
|
Jan 30, 2025 Q4 2024 |
150,469
shares
|
$3.87 Million
0.39% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
150,341
shares
|
$3.87 Million
0.23% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
149,350
shares
|
$3.84 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
149,025
shares
|
$3.84 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
148,165
shares
|
$3.81 Million
0.71% of portfolio
|
Q4 2024
Reduced 9.88%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
147,996
shares
|
$3.81 Million
0.58% of portfolio
|
Q3 2022
Reduced 11.1%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
147,613
shares
|
$3.8 Million
1.83% of portfolio
|
Q3 2024
Added 2.2%
|