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 |
|---|---|---|---|---|---|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
16,670
shares
|
$440,754
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
16,666
shares
|
$440,649
0.09% of portfolio
|
Q4 2024
Reduced 24.44%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
16,630
shares
|
$439,697
0.18% of portfolio
|
Q3 2024
Added 28.83%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
16,600
shares
|
$438,904
0.06% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
16,598
shares
|
$438,851
0.05% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
16,588
shares
|
$438,586
0.18% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
16,573
shares
|
$438,190
0.29% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
16,572
shares
|
$438,163
0.04% of portfolio
|
Q4 2024
Reduced 34.93%
|
|
|
Guardian Investment Management
|
Jan 16, 2025 Q4 2024 |
16,542
shares
|
$437,370
0.3% of portfolio
|
Q4 2024
Reduced 18.72%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
16,538
shares
|
$437,264
0.35% of portfolio
|
Q4 2024
Added 27.23%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
16,485
shares
|
$435,863
0.45% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
16,462
shares
|
$435,255
0.12% of portfolio
|
Q3 2024
Added 1397.91%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
16,443
shares
|
$434,752
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
16,432
shares
|
$434,462
0.07% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
16,377
shares
|
$433,007
0.07% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
16,362
shares
|
$432,611
0.28% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
16,357
shares
|
$432,479
0.08% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
16,347
shares
|
$432,214
0.05% of portfolio
|
Q4 2024
Reduced 28.04%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
16,342
shares
|
$432,082
0.1% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
16,311
shares
|
$431,262
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
16,287
shares
|
$430,628
0.23% of portfolio
|
Q2 2024
Reduced 8.82%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
16,272
shares
|
$430,231
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
16,256
shares
|
$429,808
0.17% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
16,249
shares
|
$429,623
0.29% of portfolio
|
Q3 2024
Reduced 63.45%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
16,215
shares
|
$428,724
0.19% of portfolio
|
Q3 2024
Reduced 0.65%
|