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 |
---|---|---|---|---|---|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2024 Q2 2024 |
19,299
shares
|
$572,408
0.1% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Aug 09, 2024 Q2 2024 |
19,281
shares
|
$571,874
0.2% of portfolio
|
Q2 2024
Added 0.12%
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
19,253
shares
|
$571,043
0.07% of portfolio
|
Q1 2024
Reduced 8.46%
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
19,233
shares
|
$570,450
0.19% of portfolio
|
Q2 2024
Added 9.28%
|
|
M. Kraus & CO
|
Jul 10, 2024 Q2 2024 |
19,195
shares
|
$569,323
0.18% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 07, 2024 Q2 2024 |
19,179
shares
|
$568,849
0.31% of portfolio
|
Q2 2024
Added 17.79%
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 12, 2024 Q2 2024 |
19,175
shares
|
$568,730
0.23% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2024 Q2 2024 |
19,160
shares
|
$568,285
0.09% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Aug 01, 2024 Q2 2024 |
19,156
shares
|
$568,166
0.21% of portfolio
|
Q2 2024
Added 2.7%
|
|
Mechanics Financial Corp
|
Aug 01, 2024 Q2 2024 |
19,153
shares
|
$568,077
0.28% of portfolio
|
Q2 2024
Reduced 14.1%
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2024 Q2 2024 |
19,134
shares
|
$567,514
0.16% of portfolio
|
Q2 2024
Added 50.86%
|
|
Beam Wealth Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
19,103
shares
|
$566,594
0.18% of portfolio
|
Q2 2024
New holding
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
19,039
shares
|
$564,696
0.3% of portfolio
|
Q1 2024
Reduced 8.41%
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
18,981
shares
|
$562,976
0.43% of portfolio
|
Q2 2022
New holding
|
|
Cooper Financial Group
|
Jul 15, 2024 Q2 2024 |
18,917
shares
|
$561,078
0.08% of portfolio
|
Q2 2024
Added 108.2%
|
|
Mc Adam, LLC
|
Jul 24, 2024 Q2 2024 |
18,905
shares
|
$560,722
0.03% of portfolio
|
Q2 2024
Added 22.07%
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Sep 09, 2024 Q2 2024 |
18,895
shares
|
$560,425
0.24% of portfolio
|
Q2 2024
Added 2.92%
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 13, 2024 Q2 2024 |
18,849
shares
|
$559,061
0.36% of portfolio
|
Q2 2024
Added 19.7%
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Aug 13, 2024 Q2 2024 |
18,834
shares
|
$558,616
0.11% of portfolio
|
Q2 2024
Added 10.29%
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
18,818
shares
|
$558,141
0.2% of portfolio
|
Q4 2022
Reduced 11.97%
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
18,818
shares
|
$558,141
0.2% of portfolio
|
Q4 2022
New holding
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 09, 2024 Q2 2024 |
18,761
shares
|
$556,451
0.17% of portfolio
|
Q2 2024
New holding
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
18,720
shares
|
$555,235
0.05% of portfolio
|
Q2 2024
Reduced 10.93%
|
|
Norway Savings Bank
|
Jul 12, 2024 Q2 2024 |
18,689
shares
|
$554,315
0.3% of portfolio
|
Q2 2024
Added 2.33%
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 17, 2024 Q2 2024 |
18,646
shares
|
$553,040
0.16% of portfolio
|
Q2 2024
Reduced 25.42%
|