Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,260 institutions that hold shares in the stock, with a total of 3.73 Billion shares, which have been reported (via 13F filing form) to have a value of $99.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
7,835
shares
|
$209,351
0.11% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
7,808
shares
|
$208,629
0.04% of portfolio
|
Q3 2024
Reduced 27.28%
|
|
|
Rs Crum Inc.
|
Aug 08, 2024 Q2 2024 |
7,804
shares
|
$208,522
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Hummer Financial Advisory Services Inc
|
Oct 15, 2024 Q3 2024 |
7,786
shares
|
$208,041
0.18% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Lee Financial CO
Dallas, TX |
Aug 14, 2024 Q2 2024 |
7,776
shares
|
$207,774
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
7,759
shares
|
$207,320
0.03% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
7,729
shares
|
$206,518
0.16% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
7,729
shares
|
$206,518
0.05% of portfolio
|
Q2 2024
Added 7.23%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
7,721
shares
|
$206,305
0.01% of portfolio
|
Q2 2024
Reduced 11.49%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
7,719
shares
|
$206,251
0.02% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
7,714
shares
|
$206,118
0.14% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
7,702
shares
|
$205,797
0.12% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
7,691
shares
|
$205,503
0.12% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Jul 31, 2024 Q2 2024 |
7,679
shares
|
$205,182
0.07% of portfolio
|
Q2 2024
Reduced 45.16%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Jul 30, 2024 Q2 2024 |
7,672
shares
|
$204,995
0.04% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
7,648
shares
|
$204,354
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
7,638
shares
|
$204,087
0.15% of portfolio
|
Q3 2024
Added 16151.06%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
7,620
shares
|
$203,606
0.07% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
7,616
shares
|
$203,499
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
7,597
shares
|
$202,991
0.06% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 14, 2024 Q2 2024 |
7,595
shares
|
$202,938
0.02% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
7,557
shares
|
$201,923
0.04% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
7,550
shares
|
$201,736
0.12% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Ferguson Shapiro LLC
|
Oct 09, 2024 Q3 2024 |
7,545
shares
|
$201,602
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
7,526
shares
|
$201,094
0.06% of portfolio
|
Q3 2024
Reduced 1.93%
|