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 3.61 Billion shares, which have been reported (via 13F filing form) to have a value of $96.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
373
shares
|
$9,966
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
363
shares
|
$9,699
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
350
shares
|
$9,352
0.01% of portfolio
|
Q1 2024
Reduced 46.15%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
346
shares
|
$9,245
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
340
shares
|
$9,084
0.0% of portfolio
|
Q4 2023
Reduced 76.47%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
333
shares
|
$8,897
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
320
shares
|
$8,550
0.0% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
319
shares
|
$8,523
0.0% of portfolio
|
Q3 2024
Reduced 47.88%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
315
shares
|
$8,416
0.01% of portfolio
|
Q1 2023
Reduced 85.35%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
303
shares
|
$8,096
0.02% of portfolio
|
Q3 2022
Added 203.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
302
shares
|
$8,069
0.0% of portfolio
|
Q3 2024
Added 112.68%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
300
shares
|
$8,016
0.0% of portfolio
|
Q1 2023
Reduced 52.0%
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
300
shares
|
$8,016
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
287
shares
|
$7,668
0.0% of portfolio
|
Q3 2024
Reduced 99.32%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
281
shares
|
$7,508
0.0% of portfolio
|
Q2 2024
Reduced 29.22%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
270
shares
|
$7,214
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
268
shares
|
$7,160
0.01% of portfolio
|
Q3 2024
Reduced 26.37%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
261
shares
|
$6,973
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
250
shares
|
$6,680
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
247
shares
|
$6,599
0.0% of portfolio
|
Q3 2024
Reduced 45.83%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
239
shares
|
$6,386
0.0% of portfolio
|
Q3 2024
Reduced 37.6%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
238
shares
|
$6,359
0.01% of portfolio
|
Q3 2024
Reduced 39.9%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
205
shares
|
$5,477
0.0% of portfolio
|
Q1 2024
Reduced 8.89%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
201
shares
|
$5,370
0.0% of portfolio
|
Q4 2024
Added 14.86%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$5,344
0.0% of portfolio
|
Q3 2021
New holding
|