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 |
---|---|---|---|---|---|
Holistic Financial Partners
|
Jul 30, 2024 Q2 2024 |
8,992
shares
|
$266,702
0.13% of portfolio
|
Q2 2024
Reduced 16.24%
|
|
Mc Lean Asset Management Corp
|
Jul 11, 2024 Q2 2024 |
8,991
shares
|
$266,673
0.08% of portfolio
|
Q2 2024
Reduced 11.8%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 12, 2024 Q2 2024 |
8,960
shares
|
$265,753
0.08% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
Capital Advisors Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
8,930
shares
|
$264,863
0.05% of portfolio
|
Q2 2024
Added 22.48%
|
|
F Dx Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
8,927
shares
|
$264,774
0.07% of portfolio
|
Q2 2024
Reduced 27.02%
|
|
First Long Island Investors, LLC
|
Aug 07, 2024 Q2 2024 |
8,881
shares
|
$263,410
0.02% of portfolio
|
Q2 2024
New holding
|
|
Crescent Grove Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
8,860
shares
|
$262,787
0.03% of portfolio
|
Q2 2024
Reduced 44.69%
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 09, 2024 Q2 2024 |
8,842
shares
|
$262,253
0.0% of portfolio
|
Q2 2024
Reduced 97.52%
|
|
Palogic Value Management, L.P.
Dallas, TX |
Aug 13, 2024 Q2 2024 |
8,825
shares
|
$261,749
0.1% of portfolio
|
Q3 2023
Added 0.11%
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Jul 29, 2024 Q2 2024 |
8,815
shares
|
$261,452
0.16% of portfolio
|
Q2 2024
Added 3.56%
|
|
Eads & Heald Wealth Management
|
Jul 23, 2024 Q2 2024 |
8,813
shares
|
$261,393
0.12% of portfolio
|
Q2 2024
Added 14.57%
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jul 29, 2024 Q2 2024 |
8,803
shares
|
$261,096
0.04% of portfolio
|
Q1 2024
Reduced 13.16%
|
|
Mcdaniel Terry & CO
|
Aug 05, 2024 Q2 2024 |
8,799
shares
|
$260,978
0.02% of portfolio
|
Q2 2024
Added 1.1%
|
|
Kpp Advisory Services LLC
Louisville, KY |
Aug 27, 2024 Q2 2024 |
8,793
shares
|
$260,800
0.07% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 13, 2024 Q2 2024 |
8,783
shares
|
$260,503
0.21% of portfolio
|
Q1 2024
Reduced 7.65%
|
|
Barr E S & CO
Lexington, KY |
Aug 14, 2024 Q2 2024 |
8,768
shares
|
$260,058
0.02% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 13, 2024 Q2 2024 |
8,764
shares
|
$259,940
0.11% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Jul 15, 2024 Q2 2024 |
8,757
shares
|
$259,732
0.28% of portfolio
|
Q2 2024
Added 3.67%
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jul 19, 2024 Q2 2024 |
8,746
shares
|
$259,406
0.03% of portfolio
|
Q2 2024
Reduced 22.85%
|
|
East Coast Asset Management, Llc.
Essex, MA |
Aug 14, 2024 Q2 2024 |
8,741
shares
|
$259,258
0.09% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
Summit Place Financial Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
8,724
shares
|
$258,753
0.15% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Sargent Investment Group, LLC
|
Aug 09, 2024 Q2 2024 |
8,707
shares
|
$258,249
0.05% of portfolio
|
Q2 2024
Added 2.96%
|
|
Barton Investment Management
|
Jul 18, 2024 Q2 2024 |
8,700
shares
|
$258,042
0.03% of portfolio
|
Q1 2018
New holding
|
|
Campion Asset Management
|
Aug 14, 2024 Q2 2024 |
8,669
shares
|
$257,122
0.19% of portfolio
|
Q2 2024
Reduced 32.21%
|
|
Advisory Resource Group
|
Jul 24, 2024 Q2 2024 |
8,649
shares
|
$256,529
0.06% of portfolio
|
Q2 2024
New holding
|