Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,218 institutions that hold shares in the stock, with a total of 3.71 Billion shares, which have been reported (via 13F filing form) to have a value of $110 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Optas, LLC
|
Jul 25, 2024 Q2 2024 |
9,285
shares
|
$275,393
0.07% of portfolio
|
Q2 2024
Reduced 7.56%
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
9,239
shares
|
$274,028
0.16% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
9,239
shares
|
$274,028
0.03% of portfolio
|
Q2 2024
Added 9.31%
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Aug 05, 2024 Q2 2024 |
9,233
shares
|
$273,850
0.13% of portfolio
|
Q2 2024
Reduced 13.86%
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 10, 2024 Q2 2024 |
9,229
shares
|
$273,732
0.02% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2024 Q2 2024 |
9,208
shares
|
$273,109
0.19% of portfolio
|
Q2 2024
Added 0.76%
|
|
First National Corp
|
Jul 12, 2024 Q2 2024 |
9,201
shares
|
$272,901
0.06% of portfolio
|
Q2 2024
Reduced 8.5%
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 09, 2024 Q2 2024 |
9,192
shares
|
$272,634
0.23% of portfolio
|
Q2 2024
New holding
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
9,181
shares
|
$272,308
0.19% of portfolio
|
Q2 2022
Reduced 92.51%
|
|
Winslow Asset Management Inc
|
Aug 09, 2024 Q2 2024 |
9,178
shares
|
$272,219
0.05% of portfolio
|
Q2 2024
Reduced 13.29%
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Aug 12, 2024 Q2 2024 |
9,176
shares
|
$272,160
0.05% of portfolio
|
Q2 2024
Added 1.04%
|
|
Heritage Financial Services, LLC
|
Jul 23, 2024 Q2 2024 |
9,170
shares
|
$271,982
0.04% of portfolio
|
Q2 2024
Added 25.86%
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 12, 2024 Q2 2024 |
9,161
shares
|
$271,715
0.04% of portfolio
|
Q2 2024
Reduced 15.95%
|
|
Compass Wealth Management LLC
Guilford, CT |
Jul 16, 2024 Q2 2024 |
9,156
shares
|
$271,566
0.06% of portfolio
|
Q2 2024
Added 19.59%
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
9,148
shares
|
$271,329
0.06% of portfolio
|
Q2 2024
Reduced 19.32%
|
|
Fulton Breakefield Broenniman LLC
|
Aug 07, 2024 Q2 2024 |
9,102
shares
|
$269,965
0.02% of portfolio
|
Q2 2024
Reduced 27.66%
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Aug 08, 2024 Q2 2024 |
9,100
shares
|
$269,906
0.17% of portfolio
|
Q2 2024
New holding
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
9,061
shares
|
$268,749
0.03% of portfolio
|
Q2 2024
Added 5.03%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
9,060
shares
|
$268,719
0.02% of portfolio
|
Q2 2024
Added 0.06%
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
9,056
shares
|
$268,600
0.14% of portfolio
|
Q4 2023
Added 4.58%
|
|
Tufton Capital Management
|
Jul 31, 2024 Q2 2024 |
9,053
shares
|
$268,511
0.05% of portfolio
|
Q1 2024
Reduced 7.18%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
9,038
shares
|
$268,067
0.06% of portfolio
|
Q2 2024
Added 0.19%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
9,037
shares
|
$268,037
0.07% of portfolio
|
Q2 2024
Reduced 7.0%
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 18, 2024 Q2 2024 |
9,009
shares
|
$267,206
0.1% of portfolio
|
Q2 2024
Added 10.07%
|
|
Slate Stone Wealth, LLC
|
Jul 25, 2024 Q2 2024 |
8,993
shares
|
$266,732
0.03% of portfolio
|
Q2 2024
Added 9.35%
|