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 |
|---|---|---|---|---|---|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
18,790
shares
|
$496,807
0.28% of portfolio
|
Q3 2024
Added 16.85%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
18,785
shares
|
$496,675
0.13% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
18,785
shares
|
$496,675
0.12% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
18,766
shares
|
$496,173
0.05% of portfolio
|
Q4 2024
Added 12.51%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
18,766
shares
|
$496,173
0.15% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
18,739
shares
|
$495,459
0.29% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
18,720
shares
|
$494,956
0.05% of portfolio
|
Q2 2024
Reduced 10.93%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
18,679
shares
|
$493,872
0.04% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
18,659
shares
|
$493,343
0.14% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
18,650
shares
|
$493,106
0.02% of portfolio
|
Q3 2024
Added 3353.7%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
18,645
shares
|
$492,973
0.1% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
18,641
shares
|
$492,868
0.03% of portfolio
|
Q3 2023
Added 0.09%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
18,628
shares
|
$492,524
0.04% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
18,601
shares
|
$491,810
1.47% of portfolio
|
Q4 2022
Added 2.9%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
18,579
shares
|
$491,228
0.24% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
18,567
shares
|
$490,911
0.06% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
18,558
shares
|
$490,673
0.22% of portfolio
|
Q4 2024
Reduced 10.18%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
18,487
shares
|
$488,796
0.24% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
18,486
shares
|
$488,769
0.05% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
18,481
shares
|
$488,637
0.01% of portfolio
|
Q3 2024
Reduced 71.24%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
18,470
shares
|
$488,346
0.16% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
18,445
shares
|
$487,685
1.5% of portfolio
|
Q3 2022
Reduced 1.77%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
18,433
shares
|
$487,368
0.1% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
18,421
shares
|
$487,051
0.19% of portfolio
|
Q1 2024
Added 114.97%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
18,420
shares
|
$487,024
0.25% of portfolio
|
Q3 2024
Reduced 0.81%
|