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 |
|---|---|---|---|---|---|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
6,919
shares
|
$184,875
0.02% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
6,914
shares
|
$184,742
0.02% of portfolio
|
Q3 2024
Reduced 18.13%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
6,886
shares
|
$183,993
0.14% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
6,881
shares
|
$183,860
0.05% of portfolio
|
Q3 2024
Reduced 44.5%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
6,843
shares
|
$182,844
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
6,764
shares
|
$180,734
0.39% of portfolio
|
Q3 2023
Added 14.53%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
6,638
shares
|
$177,367
0.11% of portfolio
|
Q1 2024
Reduced 7.83%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
6,571
shares
|
$175,577
0.13% of portfolio
|
Q2 2024
Reduced 6.16%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
6,542
shares
|
$174,802
0.04% of portfolio
|
Q3 2023
Added 6.69%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
6,510
shares
|
$173,947
0.09% of portfolio
|
Q2 2024
Reduced 30.7%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 13, 2024 Q2 2024 |
6,507
shares
|
$173,867
0.09% of portfolio
|
Q1 2024
Reduced 3.05%
|
|
|
Castleark Management LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
6,500
shares
|
$173,680
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
6,428
shares
|
$171,756
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
6,389
shares
|
$170,714
0.09% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
6,346
shares
|
$169,565
0.02% of portfolio
|
Q2 2024
Reduced 44.07%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
6,311
shares
|
$168,629
0.03% of portfolio
|
Q2 2024
Added 9.32%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
6,307
shares
|
$168,523
0.09% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
6,241
shares
|
$166,759
0.02% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
6,196
shares
|
$165,557
0.13% of portfolio
|
Q2 2022
Reduced 1.9%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
6,112
shares
|
$163,312
0.19% of portfolio
|
Q4 2022
Added 0.18%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 13, 2024 Q2 2024 |
6,079
shares
|
$162,430
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 09, 2024 Q2 2024 |
6,037
shares
|
$161,308
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
6,037
shares
|
$161,308
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
6,013
shares
|
$160,667
0.19% of portfolio
|
Q4 2022
Added 0.54%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
6,000
shares
|
$160,320
0.04% of portfolio
|
Q2 2024
Added 17.07%
|