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 |
|---|---|---|---|---|---|
|
Maxi Investments Cy LTD
Limassol, G4 |
Nov 12, 2024 Q3 2024 |
14,000
shares
|
$370,160
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
13,978
shares
|
$369,578
0.04% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,969
shares
|
$369,340
0.03% of portfolio
|
Q3 2024
Added 32.17%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
13,939
shares
|
$368,547
0.03% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
13,938
shares
|
$368,520
0.19% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
13,904
shares
|
$367,621
0.13% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
13,883
shares
|
$367,066
0.19% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
13,881
shares
|
$367,013
0.03% of portfolio
|
Q1 2023
Added 64.51%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
13,862
shares
|
$366,511
0.08% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
13,853
shares
|
$366,273
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
13,809
shares
|
$365,109
0.21% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
13,802
shares
|
$364,924
0.14% of portfolio
|
Q4 2024
Reduced 67.71%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
13,780
shares
|
$364,343
0.24% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
13,772
shares
|
$364,131
0.32% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
13,766
shares
|
$363,973
0.02% of portfolio
|
Q4 2024
Added 28.98%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,764
shares
|
$363,920
0.01% of portfolio
|
Q3 2024
Added 21.81%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
13,754
shares
|
$363,655
0.2% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,748
shares
|
$363,497
0.06% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
13,707
shares
|
$362,413
0.27% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
13,705
shares
|
$362,360
0.14% of portfolio
|
Q4 2024
Reduced 26.71%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
13,703
shares
|
$362,307
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
13,694
shares
|
$362,069
0.1% of portfolio
|
Q4 2024
Reduced 69.54%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
13,686
shares
|
$361,857
0.15% of portfolio
|
Q4 2024
Added 12.86%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
13,650
shares
|
$360,906
0.29% of portfolio
|
Q2 2023
Reduced 20.64%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
13,647
shares
|
$360,826
0.24% of portfolio
|
Q4 2024
Reduced 13.34%
|