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 |
|---|---|---|---|---|---|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
129,932
shares
|
$3.34 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
129,653
shares
|
$3.34 Million
1.53% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
129,472
shares
|
$3.33 Million
1.2% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
129,355
shares
|
$3.33 Million
0.98% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
129,127
shares
|
$3.32 Million
0.1% of portfolio
|
Q3 2024
Reduced 13.1%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
128,629
shares
|
$3.31 Million
0.12% of portfolio
|
Q4 2024
Reduced 45.08%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
127,967
shares
|
$3.29 Million
0.06% of portfolio
|
Q4 2024
Added 60.82%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
127,360
shares
|
$3.28 Million
0.64% of portfolio
|
Q2 2023
Reduced 0.55%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
127,265
shares
|
$3.28 Million
0.12% of portfolio
|
Q3 2024
Reduced 64.13%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
127,003
shares
|
$3.27 Million
1.36% of portfolio
|
Q2 2024
Added 0.0%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
126,810
shares
|
$3.26 Million
0.65% of portfolio
|
Q4 2024
Reduced 16.02%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
126,748
shares
|
$3.26 Million
0.5% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
126,241
shares
|
$3.25 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
126,093
shares
|
$3.25 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
125,824
shares
|
$3.24 Million
1.35% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
125,762
shares
|
$3.24 Million
0.03% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
125,582
shares
|
$3.23 Million
0.4% of portfolio
|
Q4 2024
Added 10.24%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
125,442
shares
|
$3.23 Million
1.12% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
125,023
shares
|
$3.22 Million
0.04% of portfolio
|
Q4 2024
Added 103.23%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
124,916
shares
|
$3.22 Million
0.26% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
124,726
shares
|
$3.21 Million
1.13% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
124,712
shares
|
$3.21 Million
0.1% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
124,423
shares
|
$3.2 Million
0.09% of portfolio
|
Q3 2024
Added 15.01%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
124,227
shares
|
$3.2 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
124,193
shares
|
$3.2 Million
0.12% of portfolio
|
Q1 2024
Reduced 11.87%
|