Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,253 institutions that hold shares in the stock, with a total of 3.72 Billion shares, which have been reported (via 13F filing form) to have a value of $102 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
414
shares
|
$11,368
0.01% of portfolio
|
Q2 2024
Reduced 26.6%
|
|
|
Ckw Financial Group
|
Aug 14, 2024 Q2 2024 |
406
shares
|
$11,148
0.0% of portfolio
|
Q1 2024
Reduced 8.97%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
400
shares
|
$10,984
0.0% of portfolio
|
Q2 2024
Reduced 28.44%
|
|
|
Ncp Inc.
La Quinta, CA |
Aug 30, 2024 Q2 2024 |
370
shares
|
$10,160
0.01% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 09, 2024 Q2 2024 |
368
shares
|
$10,105
0.0% of portfolio
|
Q2 2024
Reduced 42.5%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
363
shares
|
$9,967
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
350
shares
|
$9,611
0.01% of portfolio
|
Q1 2024
Reduced 46.15%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
346
shares
|
$9,501
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
340
shares
|
$9,336
0.0% of portfolio
|
Q4 2023
Reduced 76.47%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
320
shares
|
$8,787
0.0% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
319
shares
|
$8,759
0.0% of portfolio
|
Q3 2024
Reduced 47.88%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
315
shares
|
$8,649
0.01% of portfolio
|
Q1 2023
Reduced 85.35%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
303
shares
|
$8,320
0.02% of portfolio
|
Q3 2022
Added 203.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
302
shares
|
$8,292
0.0% of portfolio
|
Q3 2024
Added 112.68%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 13, 2024 Q2 2024 |
300
shares
|
$8,238
0.0% of portfolio
|
Q1 2023
Reduced 52.0%
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
300
shares
|
$8,238
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
281
shares
|
$7,716
0.0% of portfolio
|
Q2 2024
Reduced 29.22%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 05, 2024 Q3 2024 |
271
shares
|
$7,441
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
268
shares
|
$7,359
0.01% of portfolio
|
Q3 2024
Reduced 26.37%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
261
shares
|
$7,167
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
255
shares
|
$7,002
0.0% of portfolio
|
Q3 2024
Reduced 91.57%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
250
shares
|
$6,865
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
247
shares
|
$6,782
0.0% of portfolio
|
Q3 2024
Reduced 45.83%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
239
shares
|
$6,562
0.0% of portfolio
|
Q3 2024
Reduced 37.6%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
238
shares
|
$6,535
0.01% of portfolio
|
Q3 2024
Reduced 39.9%
|