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 |
---|---|---|---|---|---|
Wealth Dimensions Group, Ltd.
|
Aug 09, 2024 Q2 2024 |
23,791
shares
|
$705,641
0.19% of portfolio
|
Q2 2024
Added 1.95%
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
23,736
shares
|
$704,009
0.06% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
23,711
shares
|
$703,268
0.11% of portfolio
|
Q3 2022
Reduced 0.23%
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Aug 13, 2024 Q2 2024 |
23,682
shares
|
$702,408
0.48% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
First Western Trust Bank
Denver, CO |
Aug 02, 2024 Q2 2024 |
23,611
shares
|
$700,302
0.03% of portfolio
|
Q2 2024
Reduced 6.8%
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
23,573
shares
|
$699,175
2.28% of portfolio
|
Q4 2022
Added 4.58%
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jul 25, 2024 Q2 2024 |
23,355
shares
|
$692,709
0.24% of portfolio
|
Q2 2024
Added 1.19%
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 11, 2024 Q2 2024 |
23,326
shares
|
$691,849
0.12% of portfolio
|
Q2 2024
Added 191.43%
|
|
Rovin Capital
|
Jul 18, 2024 Q2 2024 |
23,322
shares
|
$691,730
0.27% of portfolio
|
Q2 2024
Added 18.57%
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Aug 15, 2024 Q2 2024 |
23,319
shares
|
$691,641
0.06% of portfolio
|
Q2 2024
Reduced 8.92%
|
|
Everhart Financial Group, Inc.
|
Jul 24, 2024 Q2 2024 |
23,255
shares
|
$689,743
0.17% of portfolio
|
Q2 2024
Added 13.76%
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 12, 2024 Q2 2024 |
23,243
shares
|
$689,387
0.21% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
23,210
shares
|
$688,408
0.11% of portfolio
|
Q2 2024
Reduced 7.08%
|
|
Colorado Capital Management, Inc.
|
Jul 25, 2024 Q2 2024 |
23,194
shares
|
$687,934
0.36% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Ellevest, Inc.
|
Aug 14, 2024 Q2 2024 |
23,140
shares
|
$686,332
0.04% of portfolio
|
Q2 2024
Added 18.7%
|
|
Transatlantique Private Wealth LLC
|
Aug 13, 2024 Q2 2024 |
23,137
shares
|
$686,243
0.27% of portfolio
|
Q2 2024
Added 2.45%
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
22,997
shares
|
$682,091
0.08% of portfolio
|
Q2 2024
Reduced 15.51%
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 23, 2024 Q2 2024 |
22,969
shares
|
$681,260
0.08% of portfolio
|
Q2 2024
Reduced 53.6%
|
|
Members Trust CO
|
Jul 29, 2024 Q2 2024 |
22,904
shares
|
$679,332
0.02% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
22,900
shares
|
$679,214
0.34% of portfolio
|
Q3 2023
Added 84.22%
|
|
Financial Sense Advisors, Inc.
|
Jul 23, 2024 Q2 2024 |
22,881
shares
|
$678,650
0.22% of portfolio
|
Q2 2024
Added 0.11%
|
|
First Merchants Corp
|
Jul 25, 2024 Q2 2024 |
22,780
shares
|
$675,654
0.05% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
Simon Quick Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
22,779
shares
|
$675,625
0.05% of portfolio
|
Q2 2024
Reduced 13.41%
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Aug 21, 2024 Q2 2024 |
22,767
shares
|
$675,269
0.19% of portfolio
|
Q2 2024
Added 97.94%
|
|
Guardian Investment Management
|
Jul 23, 2024 Q2 2024 |
22,602
shares
|
$670,375
0.43% of portfolio
|
Q2 2024
Reduced 18.4%
|