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 |
|---|---|---|---|---|---|
|
Aegon Asset Management Uk PLC
|
Nov 01, 2024 Q3 2024 |
4,280
shares
|
$114,361
0.0% of portfolio
|
Q1 2024
Reduced 99.8%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Oct 21, 2024 Q3 2024 |
4,278
shares
|
$114,308
2.6% of portfolio
|
Q3 2024
New holding
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
4,266
shares
|
$113,987
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
4,222
shares
|
$112,811
0.04% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
4,203
shares
|
$112,304
0.03% of portfolio
|
Q2 2024
Reduced 37.33%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
4,180
shares
|
$111,689
0.06% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
4,153
shares
|
$110,968
0.07% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
4,080
shares
|
$109,017
0.01% of portfolio
|
Q2 2024
Added 18.23%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
4,073
shares
|
$108,830
0.08% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
4,070
shares
|
$108,750
0.06% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
4,067
shares
|
$108,670
0.0% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Members Capital Advisors Inc
|
Oct 31, 2024 Q3 2024 |
4,005
shares
|
$107,013
0.13% of portfolio
|
Q4 2023
Reduced 85.93%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
4,000
shares
|
$106,880
0.08% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Maj Invest Holding A
|
Oct 10, 2024 Q3 2024 |
4,000
shares
|
$106,880
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
3,961
shares
|
$105,837
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
3,917
shares
|
$104,662
0.04% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
3,900
shares
|
$104,208
0.02% of portfolio
|
Q2 2024
Reduced 25.29%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
3,882
shares
|
$103,727
0.03% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
3,875
shares
|
$103,540
0.02% of portfolio
|
Q2 2024
Reduced 12.13%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,870
shares
|
$103,406
0.0% of portfolio
|
Q2 2024
Added 74.72%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
3,855
shares
|
$103,005
0.0% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
3,803
shares
|
$101,616
0.06% of portfolio
|
Q1 2024
Reduced 10.62%
|
|
|
Dagco, Inc.
|
Aug 14, 2024 Q2 2024 |
3,767
shares
|
$100,654
0.05% of portfolio
|
Q2 2024
Reduced 30.68%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
3,735
shares
|
$99,799
0.0% of portfolio
|
Q2 2024
Added 15.99%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
3,661
shares
|
$97,821
0.01% of portfolio
|
Q3 2024
Reduced 82.23%
|