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 |
---|---|---|---|---|---|
Elk River Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
21,072
shares
|
$624,995
0.12% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Wynn Capital, LLC
Augusta, GA |
Jul 18, 2024 Q2 2024 |
21,014
shares
|
$623,275
0.43% of portfolio
|
Q2 2024
Added 6.51%
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 23, 2024 Q2 2024 |
20,970
shares
|
$621,970
0.08% of portfolio
|
Q2 2024
Added 38.44%
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2024 Q2 2024 |
20,953
shares
|
$621,465
0.41% of portfolio
|
Q2 2024
Reduced 42.32%
|
|
Patriot Investment Management Inc.
|
Jul 15, 2024 Q2 2024 |
20,946
shares
|
$621,258
0.05% of portfolio
|
Q2 2024
Reduced 7.91%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
20,924
shares
|
$620,605
0.1% of portfolio
|
Q2 2024
Reduced 9.07%
|
|
Bourne Lent Asset Management Inc
|
Aug 01, 2024 Q2 2024 |
20,905
shares
|
$620,042
0.22% of portfolio
|
Q2 2024
Reduced 4.13%
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
20,905
shares
|
$620,042
0.55% of portfolio
|
Q2 2022
Added 0.16%
|
|
Sepio Capital, LP
|
Aug 15, 2024 Q2 2024 |
20,898
shares
|
$619,834
0.06% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Round Rock Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
20,833
shares
|
$617,906
0.14% of portfolio
|
Q2 2024
Reduced 16.7%
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 13, 2024 Q2 2024 |
20,786
shares
|
$616,512
0.03% of portfolio
|
Q2 2024
Reduced 7.99%
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Aug 05, 2024 Q2 2024 |
20,785
shares
|
$616,483
0.02% of portfolio
|
Q2 2024
Reduced 27.76%
|
|
Forefront Wealth Management Inc.
|
Nov 06, 2023 Q3 2023 |
20,738
shares
|
$615,089
0.98% of portfolio
|
Q2 2023
Reduced 8.39%
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
20,719
shares
|
$614,525
0.29% of portfolio
|
Q1 2024
Reduced 6.05%
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2024 Q2 2024 |
20,705
shares
|
$614,110
0.21% of portfolio
|
Q2 2024
New holding
|
|
Twin Capital Management Inc
|
Aug 13, 2024 Q2 2024 |
20,692
shares
|
$613,724
0.07% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
Adams Wealth Management
|
Jul 16, 2024 Q2 2024 |
20,667
shares
|
$612,983
0.14% of portfolio
|
Q2 2024
Reduced 20.19%
|
|
Cache Tech Inc.
Logan, UT |
Aug 01, 2024 Q2 2024 |
20,667
shares
|
$612,983
0.13% of portfolio
|
Q2 2024
New holding
|
|
Krane Funds Advisors LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
20,659
shares
|
$612,745
0.02% of portfolio
|
Q2 2024
Reduced 5.37%
|
|
Schrum Private Wealth Management LLC
|
Jul 30, 2024 Q2 2024 |
20,644
shares
|
$612,301
0.52% of portfolio
|
Q2 2024
Reduced 17.6%
|
|
Financial Management Professionals, Inc.
|
Jul 12, 2024 Q2 2024 |
20,600
shares
|
$610,996
0.08% of portfolio
|
Q2 2024
Added 7.92%
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 31, 2024 Q2 2024 |
20,596
shares
|
$610,877
0.16% of portfolio
|
Q2 2024
Added 31.43%
|
|
Evermay Wealth Management LLC
Arlington, VA |
Aug 01, 2024 Q2 2024 |
20,592
shares
|
$610,758
0.09% of portfolio
|
Q2 2024
Added 37.68%
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
20,529
shares
|
$608,890
0.18% of portfolio
|
Q2 2023
Reduced 3.91%
|
|
Tevis Investment Management
|
Jul 23, 2024 Q2 2024 |
20,450
shares
|
$606,547
0.46% of portfolio
|
Q2 2024
Added 0.25%
|