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 |
|---|---|---|---|---|---|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
15,162
shares
|
$400,883
0.13% of portfolio
|
Q4 2024
Added 34.59%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
15,134
shares
|
$400,142
0.22% of portfolio
|
Q4 2024
Added 28.6%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
15,134
shares
|
$400,142
0.12% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
15,108
shares
|
$399,455
0.0% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
15,107
shares
|
$399,429
0.07% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
15,049
shares
|
$397,895
0.13% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
15,048
shares
|
$397,869
0.16% of portfolio
|
Q3 2024
Added 14.02%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
15,027
shares
|
$397,313
0.1% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Feb 04, 2025 Q4 2024 |
15,025
shares
|
$397,261
0.29% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
15,011
shares
|
$396,890
0.18% of portfolio
|
Q4 2022
Reduced 0.65%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
15,002
shares
|
$396,652
0.38% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
15,000
shares
|
$396,600
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Jan 27, 2025 Q4 2024 |
15,000
shares
|
$396,600
0.1% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
14,995
shares
|
$396,467
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
14,992
shares
|
$396,388
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
14,988
shares
|
$396,282
0.09% of portfolio
|
Q1 2024
Added 9.0%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
14,987
shares
|
$396,256
0.37% of portfolio
|
Q1 2024
Reduced 4.5%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
14,956
shares
|
$395,436
0.18% of portfolio
|
Q4 2024
Reduced 47.91%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
14,943
shares
|
$395,092
0.13% of portfolio
|
Q4 2024
Reduced 33.55%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
14,942
shares
|
$395,066
0.08% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
14,939
shares
|
$394,987
0.12% of portfolio
|
Q3 2024
Added 15.32%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
14,931
shares
|
$394,775
0.11% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
14,931
shares
|
$394,775
0.16% of portfolio
|
Q3 2024
Added 18.29%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
14,915
shares
|
$394,352
0.06% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
14,912
shares
|
$394,273
0.03% of portfolio
|
Q4 2024
Added 3.6%
|