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 |
---|---|---|---|---|---|
Cornerstone Advisory, LLC
|
Aug 14, 2024 Q2 2024 |
17,202
shares
|
$510,211
0.07% of portfolio
|
Q2 2024
Reduced 30.48%
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 19, 2024 Q2 2024 |
17,133
shares
|
$508,164
0.32% of portfolio
|
Q2 2024
Reduced 21.2%
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
17,078
shares
|
$506,533
0.25% of portfolio
|
Q2 2024
Added 20.91%
|
|
Paradigm Capital Management Inc
|
Aug 14, 2024 Q2 2024 |
17,000
shares
|
$504,220
0.02% of portfolio
|
Q1 2024
New holding
|
|
Adell Harriman & Carpenter Inc
|
Aug 01, 2024 Q2 2024 |
16,986
shares
|
$503,804
0.04% of portfolio
|
Q2 2024
Reduced 47.85%
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
16,954
shares
|
$502,855
0.06% of portfolio
|
Q2 2024
Added 15.89%
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Aug 14, 2024 Q2 2024 |
16,953
shares
|
$502,825
0.06% of portfolio
|
Q1 2024
Added 2.13%
|
|
Indiana Trust & Investment Management CO
|
Jul 10, 2024 Q2 2024 |
16,934
shares
|
$502,262
0.18% of portfolio
|
Q1 2024
Added 2.42%
|
|
Beaumont Asset Management, L.L.C.
|
Aug 02, 2024 Q2 2024 |
16,850
shares
|
$499,771
0.3% of portfolio
|
Q2 2024
New holding
|
|
Angeles Investment Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
16,847
shares
|
$499,682
0.02% of portfolio
|
Q2 2024
Reduced 17.81%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
16,804
shares
|
$498,406
0.2% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 07, 2024 Q2 2024 |
16,776
shares
|
$497,576
0.01% of portfolio
|
Q3 2023
Reduced 5.05%
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 13, 2024 Q2 2024 |
16,763
shares
|
$497,190
0.12% of portfolio
|
Q4 2023
Reduced 30.27%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jul 18, 2024 Q2 2024 |
16,730
shares
|
$496,211
0.07% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
Orion Investment CO
St. Louis, MO |
Aug 14, 2024 Q2 2024 |
16,700
shares
|
$495,322
0.19% of portfolio
|
Q2 2024
New holding
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
16,695
shares
|
$495,173
0.03% of portfolio
|
Q2 2024
Added 4.17%
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Aug 01, 2024 Q2 2024 |
16,690
shares
|
$495,025
0.15% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
16,670
shares
|
$494,432
0.28% of portfolio
|
Q2 2024
New holding
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Aug 01, 2024 Q2 2024 |
16,651
shares
|
$493,868
0.12% of portfolio
|
Q2 2024
Reduced 65.93%
|
|
Arrow Financial Corp
|
Jul 30, 2024 Q2 2024 |
16,634
shares
|
$493,364
0.05% of portfolio
|
Q2 2024
Reduced 23.76%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 19, 2024 Q2 2024 |
16,609
shares
|
$492,622
0.02% of portfolio
|
Q2 2024
Added 44.36%
|
|
Fulcrum Equity Management
|
Jul 19, 2024 Q2 2024 |
16,595
shares
|
$492,207
0.43% of portfolio
|
Q2 2024
Added 2.27%
|
|
Ti Trust, Inc
|
Jul 26, 2024 Q2 2024 |
16,573
shares
|
$491,555
0.36% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
Cornerstone Wealth Group, LLC
|
Jul 24, 2024 Q2 2024 |
16,531
shares
|
$490,309
0.04% of portfolio
|
Q2 2024
Added 7.26%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 24, 2024 Q2 2024 |
16,510
shares
|
$489,686
0.04% of portfolio
|
Q2 2024
Reduced 13.78%
|