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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
5,062
shares
|
$135,256
0.04% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
5,022
shares
|
$134,187
0.01% of portfolio
|
Q3 2024
Reduced 18.39%
|
|
|
Spartan Fund Management Inc.
|
Oct 21, 2024 Q3 2024 |
5,000
shares
|
$133,600
0.64% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
4,996
shares
|
$133,493
0.02% of portfolio
|
Q3 2024
Reduced 12.57%
|
|
|
Copeland Capital Management, LLC
|
Oct 21, 2024 Q3 2024 |
4,983
shares
|
$133,145
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
4,863
shares
|
$129,939
0.1% of portfolio
|
Q2 2024
Reduced 15.1%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,855
shares
|
$129,725
0.1% of portfolio
|
Q1 2023
Reduced 11.45%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
4,838
shares
|
$129,271
0.02% of portfolio
|
Q3 2024
Added 2381.03%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 14, 2024 Q2 2024 |
4,811
shares
|
$128,549
0.21% of portfolio
|
Q2 2024
Reduced 29.47%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
4,782
shares
|
$127,775
0.06% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
4,781
shares
|
$127,748
0.35% of portfolio
|
Q3 2022
Reduced 8.69%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
4,763
shares
|
$127,267
0.03% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
4,763
shares
|
$127,267
0.01% of portfolio
|
Q2 2024
Reduced 24.01%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
4,715
shares
|
$125,984
0.3% of portfolio
|
Q4 2021
New holding
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
4,700
shares
|
$125,584
0.0% of portfolio
|
Q3 2024
Added 46.88%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
4,692
shares
|
$125,370
0.06% of portfolio
|
Q1 2024
Added 2.47%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
4,634
shares
|
$123,820
0.03% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,616
shares
|
$123,339
0.18% of portfolio
|
Q2 2022
Reduced 1.7%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,580
shares
|
$122,377
0.09% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
4,531
shares
|
$121,068
0.03% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
4,469
shares
|
$119,411
0.04% of portfolio
|
Q2 2024
Added 3.0%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
4,434
shares
|
$118,476
0.03% of portfolio
|
Q3 2024
Added 27.34%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
4,417
shares
|
$118,022
0.05% of portfolio
|
Q2 2024
Reduced 31.36%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
4,315
shares
|
$115,296
0.16% of portfolio
|
Q2 2022
Reduced 7.64%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,293
shares
|
$114,708
0.15% of portfolio
|
Q2 2022
Reduced 2.28%
|