Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,240 institutions that hold shares in the stock, with a total of 3.63 Billion shares, which have been reported (via 13F filing form) to have a value of $95.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,491
shares
|
$250,942
0.06% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
9,478
shares
|
$250,598
0.08% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
9,449
shares
|
$249,831
0.13% of portfolio
|
Q2 2024
Reduced 38.96%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
9,439
shares
|
$249,567
0.04% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
9,437
shares
|
$249,514
0.12% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
9,417
shares
|
$248,985
0.23% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2024 Q3 2024 |
9,414
shares
|
$248,906
0.19% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
9,407
shares
|
$248,721
0.12% of portfolio
|
Q4 2024
Added 23.52%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
9,395
shares
|
$248,403
0.04% of portfolio
|
Q3 2023
Added 34.31%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
9,379
shares
|
$247,980
0.16% of portfolio
|
Q4 2024
Reduced 22.65%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
9,360
shares
|
$247,478
0.05% of portfolio
|
Q3 2024
Reduced 29.96%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
9,347
shares
|
$247,134
0.03% of portfolio
|
Q4 2024
Added 51.66%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
9,347
shares
|
$247,134
0.08% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
9,346
shares
|
$247,108
0.05% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
9,343
shares
|
$247,028
0.05% of portfolio
|
Q3 2024
Reduced 81.57%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
9,340
shares
|
$246,949
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
9,340
shares
|
$246,949
0.1% of portfolio
|
Q2 2024
Reduced 6.04%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
9,338
shares
|
$246,896
0.02% of portfolio
|
Q3 2024
Reduced 21.92%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
9,337
shares
|
$246,870
0.05% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Mcdaniel Terry & CO
|
Feb 03, 2025 Q4 2024 |
9,316
shares
|
$246,315
0.02% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
9,301
shares
|
$245,918
0.03% of portfolio
|
Q4 2024
Reduced 43.34%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
9,299
shares
|
$245,865
0.15% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
9,292
shares
|
$245,680
0.03% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
9,270
shares
|
$245,098
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
9,262
shares
|
$244,887
0.21% of portfolio
|
Q3 2024
Added 14.3%
|