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 |
|---|---|---|---|---|---|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
14,912
shares
|
$394,273
0.07% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
14,904
shares
|
$394,061
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
14,891
shares
|
$393,718
0.12% of portfolio
|
Q1 2023
Added 29.31%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
14,842
shares
|
$392,422
0.17% of portfolio
|
Q4 2024
Added 40.7%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
14,834
shares
|
$392,210
0.15% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
14,813
shares
|
$391,655
0.13% of portfolio
|
Q3 2022
Added 1.93%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
14,801
shares
|
$391,338
0.0% of portfolio
|
Q3 2024
Added 67.39%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
14,800
shares
|
$391,312
0.33% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
14,797
shares
|
$391,232
0.05% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
14,791
shares
|
$391,074
0.03% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
14,772
shares
|
$390,571
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,758
shares
|
$390,201
0.03% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Abner Herrman & Brock LLC
|
Jan 24, 2025 Q4 2024 |
14,750
shares
|
$389,990
0.05% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
14,736
shares
|
$389,619
0.3% of portfolio
|
Q4 2022
Reduced 98.05%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
14,672
shares
|
$387,927
0.04% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
14,663
shares
|
$387,689
0.01% of portfolio
|
Q4 2024
Reduced 16.14%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
14,644
shares
|
$387,187
0.04% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
14,572
shares
|
$385,283
0.03% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
14,567
shares
|
$385,151
0.03% of portfolio
|
Q4 2024
Reduced 62.91%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
14,544
shares
|
$384,543
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
14,542
shares
|
$384,490
0.13% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
14,525
shares
|
$384,041
0.19% of portfolio
|
Q3 2023
Added 2.87%
|
|
|
Saybrook Capital
|
Oct 25, 2024 Q3 2024 |
14,500
shares
|
$383,380
0.12% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
14,498
shares
|
$383,327
0.03% of portfolio
|
Q4 2024
Reduced 26.02%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
14,469
shares
|
$382,560
0.02% of portfolio
|
Q4 2024
Added 0.28%
|