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 |
---|---|---|---|---|---|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
6,196
shares
|
$184,331
0.13% of portfolio
|
Q2 2022
Reduced 1.9%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
6,154
shares
|
$183,081
0.01% of portfolio
|
Q2 2024
Added 108.12%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Jul 31, 2024 Q2 2024 |
6,133
shares
|
$182,456
0.05% of portfolio
|
Q3 2023
Added 1.91%
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
6,112
shares
|
$181,832
0.19% of portfolio
|
Q4 2022
Added 0.18%
|
|
N Verses Capital, LLC
Wellington, FL |
Jul 31, 2024 Q2 2024 |
6,100
shares
|
$181,475
0.1% of portfolio
|
Q2 2024
Added 662.5%
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 13, 2024 Q2 2024 |
6,079
shares
|
$180,850
0.16% of portfolio
|
Q2 2024
New holding
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 09, 2024 Q2 2024 |
6,037
shares
|
$179,600
0.06% of portfolio
|
Q2 2024
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 16, 2024 Q2 2024 |
6,035
shares
|
$179,541
0.03% of portfolio
|
Q2 2024
Reduced 3.95%
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
6,013
shares
|
$178,886
0.19% of portfolio
|
Q4 2022
Added 0.54%
|
|
Hartford Financial Management Inc.
|
Aug 09, 2024 Q2 2024 |
6,000
shares
|
$178,500
0.04% of portfolio
|
Q2 2024
Added 17.07%
|
|
Advantage Trust CO
Salina, KS |
Aug 09, 2024 Q2 2024 |
5,950
shares
|
$177,012
0.12% of portfolio
|
Q4 2023
New holding
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
5,907
shares
|
$175,733
0.04% of portfolio
|
Q3 2022
Added 16.28%
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
5,903
shares
|
$175,614
0.12% of portfolio
|
Q2 2023
Reduced 15.51%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
5,747
shares
|
$170,973
0.01% of portfolio
|
Q1 2023
Added 0.35%
|
|
Concord Wealth Partners
|
Jul 31, 2024 Q2 2024 |
5,714
shares
|
$169,991
0.03% of portfolio
|
Q2 2024
Reduced 26.97%
|
|
Neo Ivy Capital Management
New York, NY |
Jul 19, 2024 Q2 2024 |
5,668
shares
|
$168,623
0.03% of portfolio
|
Q2 2024
New holding
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
5,645
shares
|
$167,938
0.05% of portfolio
|
Q1 2023
Reduced 4.31%
|
|
Mascoma Wealth Management LLC
|
Aug 02, 2024 Q2 2024 |
5,645
shares
|
$167,938
0.04% of portfolio
|
Q2 2024
Reduced 34.51%
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 15, 2024 Q2 2024 |
5,643
shares
|
$167,879
0.14% of portfolio
|
Q2 2024
Added 0.23%
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
5,642
shares
|
$167,849
0.0% of portfolio
|
Q2 2024
Added 1129.19%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
5,629
shares
|
$167,462
0.03% of portfolio
|
Q2 2024
Added 2.49%
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 24, 2024 Q2 2024 |
5,595
shares
|
$166,451
0.17% of portfolio
|
Q2 2024
Reduced 40.73%
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 12, 2024 Q2 2024 |
5,588
shares
|
$166,243
0.05% of portfolio
|
Q2 2024
Reduced 19.17%
|
|
Stone House Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
5,527
shares
|
$164,428
0.04% of portfolio
|
Q2 2024
Added 65.53%
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 14, 2024 Q2 2024 |
5,521
shares
|
$164,249
0.03% of portfolio
|
Q2 2024
Added 0.04%
|