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 |
|---|---|---|---|---|---|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
35,789
shares
|
$924,429
0.51% of portfolio
|
Q4 2024
Added 14.28%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
35,767
shares
|
$923,861
0.09% of portfolio
|
Q4 2024
Added 48.75%
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
35,751
shares
|
$923,448
0.01% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
35,740
shares
|
$923,164
0.12% of portfolio
|
Q4 2024
Reduced 18.39%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
35,736
shares
|
$923,060
0.2% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
35,630
shares
|
$920,322
0.42% of portfolio
|
Q2 2024
Added 2.19%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
35,599
shares
|
$919,522
0.48% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Gagnon Securities LLC
|
Jan 23, 2025 Q4 2024 |
35,476
shares
|
$916,345
0.2% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
35,377
shares
|
$913,787
0.2% of portfolio
|
Q2 2021
Reduced 25.5%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
35,357
shares
|
$913,271
0.36% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
35,284
shares
|
$911,385
0.04% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
35,176
shares
|
$908,596
0.12% of portfolio
|
Q4 2024
Reduced 32.84%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
35,063
shares
|
$905,677
0.18% of portfolio
|
Q4 2024
Added 139.47%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
35,052
shares
|
$905,393
0.6% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Baker Bros. Advisors LP
New York, NY |
Nov 14, 2024 Q3 2024 |
35,000
shares
|
$904,049
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
35,000
shares
|
$904,049
2.05% of portfolio
|
Q2 2022
New holding
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
34,950
shares
|
$902,758
0.45% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
34,935
shares
|
$902,371
0.07% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
34,932
shares
|
$902,293
0.09% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
34,904
shares
|
$901,570
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
34,824
shares
|
$899,503
0.13% of portfolio
|
Q4 2024
Added 18.07%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
34,744
shares
|
$897,437
0.04% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
Nov 14, 2024 Q3 2024 |
34,710
shares
|
$896,559
0.73% of portfolio
|
Q4 2023
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
34,588
shares
|
$893,408
0.43% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
34,570
shares
|
$892,943
0.55% of portfolio
|
Q3 2024
New holding
|