Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,257 institutions that hold shares in the stock, with a total of 3.62 Billion shares, which have been reported (via 13F filing form) to have a value of $89.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,112
shares
|
$77,177
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
3,024
shares
|
$74,995
0.04% of portfolio
|
Q3 2024
Added 22.18%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
2,954
shares
|
$73,259
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
2,902
shares
|
$71,969
0.01% of portfolio
|
Q3 2024
Added 163.34%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,874
shares
|
$71,275
0.04% of portfolio
|
Q3 2024
Reduced 32.3%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,864
shares
|
$71,027
0.02% of portfolio
|
Q3 2024
Reduced 46.48%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
2,862
shares
|
$70,977
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
2,850
shares
|
$70,680
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,840
shares
|
$70,432
0.01% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
2,771
shares
|
$68,720
0.03% of portfolio
|
Q4 2023
Reduced 0.5%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,762
shares
|
$68,497
0.03% of portfolio
|
Q3 2024
Reduced 82.81%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
2,747
shares
|
$68,125
0.14% of portfolio
|
Q3 2023
Added 0.18%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
2,726
shares
|
$67,604
0.02% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
2,690
shares
|
$66,712
0.01% of portfolio
|
Q3 2024
Reduced 27.65%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
2,675
shares
|
$66,340
0.03% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
2,633
shares
|
$65,298
0.03% of portfolio
|
Q3 2024
Reduced 30.1%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,631
shares
|
$65,248
0.0% of portfolio
|
Q3 2024
Reduced 95.21%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
2,629
shares
|
$65,199
0.02% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
2,625
shares
|
$65,100
0.62% of portfolio
|
Q4 2021
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
2,582
shares
|
$64,033
0.04% of portfolio
|
Q3 2024
Added 31.2%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
2,561
shares
|
$63,512
0.03% of portfolio
|
Q3 2024
Reduced 12.02%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
2,511
shares
|
$62,272
0.03% of portfolio
|
Q2 2024
Reduced 15.96%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,473
shares
|
$61,330
0.06% of portfolio
|
Q3 2024
Reduced 91.19%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,396
shares
|
$59,420
0.18% of portfolio
|
Q2 2022
Reduced 6.99%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
2,391
shares
|
$59,296
0.09% of portfolio
|
Q2 2023
Reduced 0.38%
|