Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,218 institutions that hold shares in the stock, with a total of 3.71 Billion shares, which have been reported (via 13F filing form) to have a value of $110 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
87,205
shares
|
$2.59 Million
0.05% of portfolio
|
Q2 2024
Reduced 13.2%
|
|
Griffin Asset Management, Inc.
|
Jul 23, 2024 Q2 2024 |
86,469
shares
|
$2.56 Million
0.28% of portfolio
|
Q2 2024
Added 27.18%
|
|
Unison Advisors LLC
|
Jul 12, 2024 Q2 2024 |
86,414
shares
|
$2.56 Million
0.3% of portfolio
|
Q2 2024
Added 1.62%
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jul 22, 2024 Q2 2024 |
86,221
shares
|
$2.56 Million
0.29% of portfolio
|
Q2 2024
Added 0.86%
|
|
Atlantic Union Bankshares Corp
|
Jul 24, 2024 Q2 2024 |
86,148
shares
|
$2.56 Million
0.16% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
86,000
shares
|
$2.55 Million
0.06% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
North Star Asset Management Inc
|
Aug 05, 2024 Q2 2024 |
85,592
shares
|
$2.54 Million
0.12% of portfolio
|
Q2 2024
Reduced 24.44%
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
85,512
shares
|
$2.54 Million
1.11% of portfolio
|
Q4 2022
Reduced 1.65%
|
|
Edgewood Management LLC
Greenwich, CT |
Aug 13, 2024 Q2 2024 |
84,911
shares
|
$2.52 Million
0.01% of portfolio
|
Q2 2021
Reduced 2.1%
|
|
Diversified Trust CO
|
Jul 16, 2024 Q2 2024 |
84,847
shares
|
$2.52 Million
0.08% of portfolio
|
Q2 2024
Reduced 26.32%
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 11, 2024 Q2 2024 |
84,710
shares
|
$2.51 Million
0.59% of portfolio
|
Q2 2024
Reduced 29.4%
|
|
Allen Wealth Management, LLC
Boone, NC |
Jul 19, 2024 Q2 2024 |
84,452
shares
|
$2.5 Million
2.1% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
Bridges Investment Management Inc
|
Aug 12, 2024 Q2 2024 |
84,412
shares
|
$2.5 Million
0.04% of portfolio
|
Q2 2024
Added 81.92%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
84,257
shares
|
$2.5 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Avitas Wealth Management LLC
|
Jul 24, 2024 Q2 2024 |
84,153
shares
|
$2.5 Million
0.35% of portfolio
|
Q2 2024
Added 31.18%
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
84,074
shares
|
$2.49 Million
0.23% of portfolio
|
Q3 2022
Reduced 0.83%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
83,979
shares
|
$2.49 Million
0.06% of portfolio
|
Q2 2024
Added 6.56%
|
|
Bill Few Associates, Inc.
|
Jul 16, 2024 Q2 2024 |
83,832
shares
|
$2.49 Million
0.91% of portfolio
|
Q2 2024
Added 1.48%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
83,791
shares
|
$2.49 Million
0.13% of portfolio
|
Q2 2024
Reduced 18.78%
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
83,759
shares
|
$2.48 Million
0.23% of portfolio
|
Q2 2023
Reduced 0.59%
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
83,207
shares
|
$2.47 Million
0.51% of portfolio
|
Q2 2024
Added 5.5%
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jul 22, 2024 Q2 2024 |
83,205
shares
|
$2.47 Million
0.08% of portfolio
|
Q2 2024
Added 15.15%
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
83,056
shares
|
$2.46 Million
1.82% of portfolio
|
Q2 2022
Added 0.14%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
82,840
shares
|
$2.46 Million
0.3% of portfolio
|
Q2 2024
Added 1.61%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
82,624
shares
|
$2.45 Million
0.42% of portfolio
|
Q4 2022
Added 3.85%
|