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 |
|---|---|---|---|---|---|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
22,448
shares
|
$593,525
0.04% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
22,391
shares
|
$592,018
0.24% of portfolio
|
Q4 2024
Reduced 17.28%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
22,386
shares
|
$591,885
0.04% of portfolio
|
Q4 2023
Reduced 28.08%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
22,371
shares
|
$591,489
0.1% of portfolio
|
Q3 2024
Reduced 14.15%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
22,328
shares
|
$590,352
0.09% of portfolio
|
Q3 2024
Reduced 51.74%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
22,319
shares
|
$590,114
0.23% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
22,214
shares
|
$587,338
0.28% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
22,198
shares
|
$586,915
0.08% of portfolio
|
Q2 2023
Added 2.37%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
22,198
shares
|
$586,915
0.08% of portfolio
|
Q2 2023
Added 2.37%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
22,159
shares
|
$585,883
0.07% of portfolio
|
Q4 2024
Added 49.32%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
22,157
shares
|
$585,831
0.37% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
22,059
shares
|
$583,239
0.37% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
22,048
shares
|
$582,949
0.12% of portfolio
|
Q2 2023
Reduced 7.56%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
22,041
shares
|
$582,764
0.3% of portfolio
|
Q4 2024
Reduced 29.21%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
22,002
shares
|
$581,732
0.11% of portfolio
|
Q3 2024
Reduced 13.89%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
21,999
shares
|
$581,653
0.05% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
21,983
shares
|
$581,230
0.68% of portfolio
|
Q4 2023
Reduced 71.84%
|
|
|
Privium Fund Management B.V.
|
Nov 01, 2024 Q3 2024 |
21,978
shares
|
$581,098
0.16% of portfolio
|
Q3 2024
Reduced 39.15%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
21,946
shares
|
$580,252
0.03% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
21,895
shares
|
$578,903
0.08% of portfolio
|
Q4 2024
Reduced 21.51%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
21,755
shares
|
$575,202
1.09% of portfolio
|
Q4 2022
Added 0.77%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
21,740
shares
|
$574,805
0.54% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
21,689
shares
|
$573,457
0.22% of portfolio
|
Q4 2024
Reduced 38.8%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
21,578
shares
|
$570,522
0.18% of portfolio
|
Q4 2024
Reduced 69.09%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
21,526
shares
|
$569,147
0.06% of portfolio
|
Q4 2024
Reduced 2.65%
|