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 |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
537
shares
|
$13,317
0.01% of portfolio
|
Q2 2024
Added 48.75%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
525
shares
|
$13,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
521
shares
|
$12,920
0.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
507
shares
|
$12,573
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Gould Capital, LLC
|
Aug 14, 2024 Q2 2024 |
500
shares
|
$12,400
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
500
shares
|
$12,400
0.01% of portfolio
|
Q3 2024
Reduced 44.2%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
494
shares
|
$12,251
0.0% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
483
shares
|
$11,978
0.01% of portfolio
|
Q4 2023
Reduced 0.62%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
480
shares
|
$11,904
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
480
shares
|
$11,904
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
456
shares
|
$11,308
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
455
shares
|
$11,284
0.0% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Capital Management Associates
New York, NY |
Nov 13, 2024 Q3 2024 |
450
shares
|
$11,160
0.02% of portfolio
|
Q4 2023
Reduced 64.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
437
shares
|
$10,837
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
434
shares
|
$10,763
0.0% of portfolio
|
Q2 2024
Reduced 42.82%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
416
shares
|
$10,316
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
414
shares
|
$10,267
0.01% of portfolio
|
Q2 2024
Reduced 26.6%
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
406
shares
|
$10,068
0.0% of portfolio
|
Q1 2024
Reduced 8.97%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
400
shares
|
$9,920
0.0% of portfolio
|
Q2 2024
Reduced 28.44%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
399
shares
|
$9,895
0.0% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
373
shares
|
$9,250
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
363
shares
|
$9,002
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
350
shares
|
$8,680
0.01% of portfolio
|
Q1 2024
Reduced 46.15%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
346
shares
|
$8,580
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
340
shares
|
$8,432
0.0% of portfolio
|
Q4 2023
Reduced 76.47%
|