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 |
---|---|---|---|---|---|
Black Diamond Wealth Management Inc.
|
Aug 13, 2024 Q2 2024 |
7,156
shares
|
$212,891
0.15% of portfolio
|
Q2 2024
New holding
|
|
Parisi Gray Wealth Management
|
Jul 15, 2024 Q2 2024 |
7,156
shares
|
$212,891
0.07% of portfolio
|
Q2 2024
Reduced 7.57%
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2024 Q2 2024 |
7,152
shares
|
$212,772
0.08% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
7,107
shares
|
$211,433
0.04% of portfolio
|
Q2 2024
Added 1.49%
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
7,087
shares
|
$210,838
0.09% of portfolio
|
Q3 2023
Reduced 0.3%
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,074
shares
|
$210,451
0.09% of portfolio
|
Q4 2023
Reduced 11.01%
|
|
Elkhorn Partners Limited Partnership
Omaha, NE |
Aug 12, 2024 Q2 2024 |
7,000
shares
|
$208,250
0.13% of portfolio
|
Q2 2024
Added 29.63%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 12, 2024 Q2 2024 |
6,925
shares
|
$206,018
0.02% of portfolio
|
Q2 2024
Added 7.45%
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
6,924
shares
|
$205,989
0.92% of portfolio
|
Q4 2022
Added 48.27%
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
6,886
shares
|
$204,858
0.14% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
Bcm Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
6,861
shares
|
$204,114
0.04% of portfolio
|
Q2 2024
New holding
|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
6,840
shares
|
$203,490
0.02% of portfolio
|
Q2 2024
Added 18.34%
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
6,764
shares
|
$201,229
0.39% of portfolio
|
Q3 2023
Added 14.53%
|
|
Fny Investment Advisers, LLC
|
Aug 05, 2024 Q2 2024 |
6,654
shares
|
$197,956
0.12% of portfolio
|
Q2 2024
Added 232.7%
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
6,638
shares
|
$197,480
0.11% of portfolio
|
Q1 2024
Reduced 7.83%
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Jul 29, 2024 Q2 2024 |
6,601
shares
|
$196,379
0.1% of portfolio
|
Q2 2024
Added 0.12%
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
6,571
shares
|
$195,487
0.13% of portfolio
|
Q2 2024
Reduced 6.16%
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
6,542
shares
|
$194,624
0.04% of portfolio
|
Q3 2023
Added 6.69%
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
6,510
shares
|
$193,672
0.09% of portfolio
|
Q2 2024
Reduced 30.7%
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 13, 2024 Q2 2024 |
6,507
shares
|
$193,583
0.09% of portfolio
|
Q1 2024
Reduced 3.05%
|
|
Castleark Management LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
6,500
shares
|
$193,375
0.01% of portfolio
|
Q3 2017
New holding
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
6,428
shares
|
$191,233
0.02% of portfolio
|
Q3 2023
New holding
|
|
Jag Capital Management, LLC
|
Jul 30, 2024 Q2 2024 |
6,346
shares
|
$188,793
0.02% of portfolio
|
Q2 2024
Reduced 44.07%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
6,311
shares
|
$187,752
0.03% of portfolio
|
Q2 2024
Added 9.32%
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
6,241
shares
|
$185,669
0.02% of portfolio
|
Q2 2024
Reduced 0.89%
|