Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,226 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 $94.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Socorro Asset Management LP
Dallas, TX |
Nov 14, 2024 Q3 2024 |
266,951
shares
|
$6.96 Million
3.22% of portfolio
|
Q3 2024
Added 17.91%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
266,017
shares
|
$6.94 Million
0.28% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
265,500
shares
|
$6.93 Million
0.23% of portfolio
|
Q3 2024
Added 26.26%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
264,783
shares
|
$6.91 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
263,934
shares
|
$6.89 Million
1.07% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
263,870
shares
|
$6.88 Million
1.99% of portfolio
|
Q3 2023
Added 8.82%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
263,773
shares
|
$6.88 Million
0.52% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
263,531
shares
|
$6.88 Million
0.2% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
262,966
shares
|
$6.86 Million
0.27% of portfolio
|
Q3 2024
Reduced 88.02%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
262,292
shares
|
$6.84 Million
0.49% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Continental Advisors LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
260,438
shares
|
$6.79 Million
3.64% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
260,082
shares
|
$6.79 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
259,456
shares
|
$6.77 Million
0.06% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Allied Investment Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
259,203
shares
|
$6.76 Million
1.49% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
259,134
shares
|
$6.76 Million
1.91% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 14, 2024 Q3 2024 |
259,126
shares
|
$6.76 Million
0.5% of portfolio
|
Q3 2024
Added 17.1%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
258,550
shares
|
$6.75 Million
2.04% of portfolio
|
Q3 2023
Reduced 8.15%
|
|
|
Nicholas Company, Inc.
|
Nov 12, 2024 Q3 2024 |
257,675
shares
|
$6.72 Million
0.13% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
257,197
shares
|
$6.71 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
256,521
shares
|
$6.69 Million
1.33% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
256,460
shares
|
$6.69 Million
0.79% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Keystone Financial Planning, Inc.
|
Jan 13, 2025 Q4 2024 |
256,187
shares
|
$6.68 Million
2.17% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
254,941
shares
|
$6.65 Million
0.2% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
254,786
shares
|
$6.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
254,633
shares
|
$6.64 Million
2.9% of portfolio
|
Q4 2020
Added 100.83%
|