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 |
|---|---|---|---|---|---|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
31,697
shares
|
$818,733
0.32% of portfolio
|
Q1 2023
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
31,692
shares
|
$818,604
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
31,662
shares
|
$817,829
0.09% of portfolio
|
Q3 2024
Reduced 42.3%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
31,564
shares
|
$815,298
0.24% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
31,562
shares
|
$815,246
0.09% of portfolio
|
Q4 2024
Reduced 38.03%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
31,544
shares
|
$814,781
0.04% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
31,539
shares
|
$814,652
0.03% of portfolio
|
Q4 2024
Reduced 17.03%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
31,539
shares
|
$814,652
0.05% of portfolio
|
Q4 2024
Reduced 24.95%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
31,531
shares
|
$814,445
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
31,446
shares
|
$812,250
0.08% of portfolio
|
Q3 2024
Added 11.48%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
31,373
shares
|
$810,364
0.3% of portfolio
|
Q4 2024
Reduced 14.98%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
31,369
shares
|
$810,261
0.03% of portfolio
|
Q4 2024
Reduced 29.92%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
31,338
shares
|
$809,460
0.08% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
31,302
shares
|
$808,530
0.47% of portfolio
|
Q3 2024
Added 51.63%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
31,261
shares
|
$807,471
0.24% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
31,230
shares
|
$806,670
0.38% of portfolio
|
Q3 2022
Reduced 1.26%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
31,214
shares
|
$806,257
0.19% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Broderick Brian C
|
Nov 06, 2024 Q3 2024 |
31,200
shares
|
$805,896
0.19% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
31,156
shares
|
$804,759
0.18% of portfolio
|
Q3 2024
Added 85.41%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
30,966
shares
|
$799,851
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
30,959
shares
|
$799,670
0.04% of portfolio
|
Q4 2024
Reduced 35.15%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
30,893
shares
|
$797,966
0.16% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
30,880
shares
|
$797,630
0.06% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
30,834
shares
|
$796,442
0.04% of portfolio
|
Q4 2024
Reduced 17.72%
|
|
|
Harvey Investment CO LLC
|
Jan 28, 2025 Q4 2024 |
30,797
shares
|
$795,486
0.09% of portfolio
|
Q4 2023
Reduced 1.6%
|