Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,241 institutions that hold shares in the stock, with a total of 3.66 Billion shares, which have been reported (via 13F filing form) to have a value of $94.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
75,662
shares
|
$1.95 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
75,588
shares
|
$1.95 Million
0.27% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
75,533
shares
|
$1.95 Million
0.17% of portfolio
|
Q3 2024
Added 31.87%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
75,462
shares
|
$1.95 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
75,451
shares
|
$1.95 Million
1.13% of portfolio
|
Q1 2023
Added 1.59%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
75,404
shares
|
$1.95 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.41%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
75,272
shares
|
$1.94 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
74,980
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
74,790
shares
|
$1.93 Million
0.56% of portfolio
|
Q4 2024
Added 42.06%
|
|
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
Feb 07, 2025 Q4 2024 |
74,200
shares
|
$1.92 Million
0.07% of portfolio
|
Q4 2024
Reduced 19.87%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
74,192
shares
|
$1.92 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
73,913
shares
|
$1.91 Million
0.31% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
73,723
shares
|
$1.9 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
73,671
shares
|
$1.9 Million
1.05% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
73,486
shares
|
$1.9 Million
0.37% of portfolio
|
Q4 2024
Added 95.71%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
73,362
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
73,181
shares
|
$1.89 Million
0.39% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
73,159
shares
|
$1.89 Million
0.11% of portfolio
|
Q4 2024
Reduced 29.8%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
73,137
shares
|
$1.89 Million
0.31% of portfolio
|
Q2 2023
Added 6.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
73,033
shares
|
$1.89 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
72,980
shares
|
$1.89 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
72,968
shares
|
$1.88 Million
0.25% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
72,917
shares
|
$1.88 Million
0.67% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
72,790
shares
|
$1.88 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
72,735
shares
|
$1.88 Million
1.56% of portfolio
|
Q4 2024
Added 7.66%
|