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 |
|---|---|---|---|---|---|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
11,133
shares
|
$294,356
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
11,102
shares
|
$293,536
0.16% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
11,099
shares
|
$293,457
0.02% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Zevin Asset Management LLC
|
Nov 07, 2024 Q3 2024 |
11,087
shares
|
$293,140
0.05% of portfolio
|
Q2 2024
Reduced 13.34%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
11,078
shares
|
$292,902
0.09% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
11,070
shares
|
$292,690
0.03% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
11,058
shares
|
$292,373
0.05% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 13, 2024 Q3 2024 |
11,054
shares
|
$292,267
0.03% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
11,028
shares
|
$291,580
0.08% of portfolio
|
Q4 2023
Reduced 4.05%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
11,000
shares
|
$290,840
0.31% of portfolio
|
Q3 2024
Reduced 15.61%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
10,998
shares
|
$290,787
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
10,995
shares
|
$290,707
0.02% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
10,992
shares
|
$290,628
0.13% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
10,983
shares
|
$290,390
0.04% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,920
shares
|
$288,724
0.08% of portfolio
|
Q4 2024
Reduced 14.73%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
10,911
shares
|
$288,486
0.05% of portfolio
|
Q4 2024
Reduced 35.13%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
10,884
shares
|
$287,772
0.06% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Ocean Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
10,880
shares
|
$287,667
0.06% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
10,868
shares
|
$287,349
0.05% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
10,866
shares
|
$287,297
0.03% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
10,844
shares
|
$286,715
0.09% of portfolio
|
Q4 2024
Reduced 20.33%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
10,837
shares
|
$286,530
0.13% of portfolio
|
Q1 2024
Reduced 2.75%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
10,830
shares
|
$286,345
0.16% of portfolio
|
Q4 2024
Reduced 27.04%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
10,800
shares
|
$285,552
0.1% of portfolio
|
Q3 2024
Reduced 17.56%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
10,780
shares
|
$285,023
0.14% of portfolio
|
Q4 2024
Reduced 10.58%
|