Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,240 institutions that hold shares in the stock, with a total of 3.63 Billion shares, which have been reported (via 13F filing form) to have a value of $95.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
25,851
shares
|
$683,500
0.12% of portfolio
|
Q4 2024
Added 14.41%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
25,850
shares
|
$683,474
0.06% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
25,831
shares
|
$682,971
0.44% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
25,812
shares
|
$682,469
0.35% of portfolio
|
Q4 2024
Reduced 29.76%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Nov 14, 2024 Q3 2024 |
25,738
shares
|
$680,512
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
25,694
shares
|
$679,349
0.03% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
25,693
shares
|
$679,322
0.1% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
25,632
shares
|
$677,710
0.22% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
25,566
shares
|
$675,965
0.3% of portfolio
|
Q3 2022
Added 16.87%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
25,552
shares
|
$675,594
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
25,515
shares
|
$674,616
0.17% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
25,433
shares
|
$672,448
0.22% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
25,407
shares
|
$671,761
0.65% of portfolio
|
Q4 2024
Reduced 13.66%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
25,358
shares
|
$670,465
0.07% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
25,345
shares
|
$670,121
0.03% of portfolio
|
Q4 2024
Reduced 30.16%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
25,336
shares
|
$669,883
0.05% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
25,327
shares
|
$669,645
0.02% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
25,298
shares
|
$668,879
0.15% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
25,285
shares
|
$668,535
0.31% of portfolio
|
Q4 2024
Reduced 16.22%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
25,256
shares
|
$667,768
0.28% of portfolio
|
Q4 2024
Reduced 39.81%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
25,209
shares
|
$666,525
0.07% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
25,152
shares
|
$665,018
0.33% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
25,137
shares
|
$664,622
0.14% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
25,113
shares
|
$663,987
0.1% of portfolio
|
Q4 2024
Reduced 13.42%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
25,102
shares
|
$663,696
0.06% of portfolio
|
Q3 2024
Added 2.02%
|