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 |
|---|---|---|---|---|---|
|
Nicholas Company, Inc.
|
Jul 24, 2024 Q2 2024 |
240,960
shares
|
$6.44 Million
0.11% of portfolio
|
Q1 2024
Added 7.32%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
239,752
shares
|
$6.41 Million
0.33% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
239,709
shares
|
$6.41 Million
0.52% of portfolio
|
Q2 2024
Added 24.04%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
239,102
shares
|
$6.39 Million
0.05% of portfolio
|
Q3 2022
Added 2.48%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
239,082
shares
|
$6.39 Million
0.92% of portfolio
|
Q4 2022
Reduced 2.14%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 15, 2024 Q2 2024 |
238,937
shares
|
$6.38 Million
1.82% of portfolio
|
Q2 2024
Added 52.73%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Aug 14, 2024 Q2 2024 |
237,144
shares
|
$6.34 Million
3.95% of portfolio
|
Q2 2024
Added 2.16%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
236,816
shares
|
$6.33 Million
0.05% of portfolio
|
Q2 2024
Reduced 83.39%
|
|
|
Cincinnati Casualty CO
|
Nov 07, 2024 Q3 2024 |
236,400
shares
|
$6.32 Million
3.86% of portfolio
|
Q2 2017
New holding
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
236,210
shares
|
$6.31 Million
1.63% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
236,092
shares
|
$6.31 Million
0.86% of portfolio
|
Q3 2022
Reduced 0.02%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
236,047
shares
|
$6.31 Million
2.37% of portfolio
|
Q3 2024
Reduced 9.98%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
235,470
shares
|
$6.29 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Pearl River Capital, LLC
Niles, MI |
Aug 13, 2024 Q2 2024 |
235,388
shares
|
$6.29 Million
1.05% of portfolio
|
Q2 2024
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
235,277
shares
|
$6.29 Million
0.66% of portfolio
|
Q3 2024
Added 23.62%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 01, 2024 Q3 2024 |
235,002
shares
|
$6.28 Million
1.36% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
234,603
shares
|
$6.27 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Aug 14, 2024 Q2 2024 |
231,150
shares
|
$6.18 Million
2.35% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Jul 25, 2024 Q2 2024 |
230,500
shares
|
$6.16 Million
0.56% of portfolio
|
Q2 2024
Added 21.0%
|
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
230,381
shares
|
$6.16 Million
0.46% of portfolio
|
Q2 2024
Added 10.2%
|
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
228,792
shares
|
$6.11 Million
1.27% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
228,769
shares
|
$6.11 Million
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
227,489
shares
|
$6.08 Million
0.5% of portfolio
|
Q3 2024
Added 40.37%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
227,467
shares
|
$6.08 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Nov 05, 2024 Q3 2024 |
226,719
shares
|
$6.06 Million
3.79% of portfolio
|
Q3 2024
Added 373.21%
|