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 |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
292,421
shares
|
$7.81 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
292,177
shares
|
$7.81 Million
2.13% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
291,596
shares
|
$7.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 30.31%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
291,405
shares
|
$7.79 Million
0.96% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
290,370
shares
|
$7.76 Million
0.12% of portfolio
|
Q3 2024
Added 11.57%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
289,101
shares
|
$7.72 Million
0.17% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
289,007
shares
|
$7.72 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Tredje Ap Fonden
|
Nov 08, 2024 Q3 2024 |
288,525
shares
|
$7.71 Million
0.08% of portfolio
|
Q1 2024
Reduced 63.37%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
288,194
shares
|
$7.7 Million
0.16% of portfolio
|
Q3 2024
Reduced 10.32%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
288,049
shares
|
$7.7 Million
0.82% of portfolio
|
Q4 2024
Reduced 13.91%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
286,180
shares
|
$7.65 Million
0.63% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
284,015
shares
|
$7.59 Million
0.14% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
282,347
shares
|
$7.54 Million
1.4% of portfolio
|
Q3 2024
Added 16.89%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
280,355
shares
|
$7.49 Million
0.1% of portfolio
|
Q3 2024
Added 24.8%
|
|
|
Hourglass Capital, LLC
|
Nov 06, 2024 Q3 2024 |
279,900
shares
|
$7.48 Million
2.26% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
279,327
shares
|
$7.46 Million
0.62% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
279,299
shares
|
$7.46 Million
1.36% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
279,031
shares
|
$7.46 Million
0.97% of portfolio
|
Q3 2024
Reduced 14.7%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Nov 01, 2024 Q3 2024 |
278,553
shares
|
$7.44 Million
1.96% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
277,651
shares
|
$7.42 Million
0.02% of portfolio
|
Q3 2024
Reduced 35.75%
|
|
|
New Mexico Educational Retirement Board
|
Nov 12, 2024 Q3 2024 |
277,100
shares
|
$7.4 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
276,776
shares
|
$7.4 Million
2.11% of portfolio
|
Q2 2023
Added 12.48%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
276,711
shares
|
$7.39 Million
2.37% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Bruce & Co., Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
276,400
shares
|
$7.39 Million
3.33% of portfolio
|
Q2 2024
Added 2.94%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
273,172
shares
|
$7.3 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.78%
|