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 |
|---|---|---|---|---|---|
|
American Assets Investment Management, LLC
|
Nov 05, 2024 Q3 2024 |
220,000
shares
|
$5.74 Million
0.57% of portfolio
|
Q1 2023
Added 29.41%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
219,944
shares
|
$5.74 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
219,700
shares
|
$5.73 Million
0.12% of portfolio
|
Q4 2024
Added 11.18%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
219,568
shares
|
$5.73 Million
1.07% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
218,255
shares
|
$5.69 Million
0.09% of portfolio
|
Q4 2022
Added 23.0%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
217,790
shares
|
$5.68 Million
0.17% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 14, 2024 Q3 2024 |
217,200
shares
|
$5.67 Million
0.08% of portfolio
|
Q3 2024
Added 1710.0%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
216,557
shares
|
$5.65 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
215,184
shares
|
$5.61 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
213,678
shares
|
$5.57 Million
0.13% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Barnett & Company, Inc.
|
Nov 05, 2024 Q3 2024 |
213,625
shares
|
$5.57 Million
4.33% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
213,160
shares
|
$5.56 Million
0.37% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
213,059
shares
|
$5.56 Million
0.28% of portfolio
|
Q3 2024
Added 34.88%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 21, 2024 Q3 2024 |
212,623
shares
|
$5.55 Million
1.08% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
211,998
shares
|
$5.53 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
211,824
shares
|
$5.53 Million
3.22% of portfolio
|
Q4 2022
Reduced 0.52%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
211,624
shares
|
$5.52 Million
0.28% of portfolio
|
Q3 2023
Reduced 3.7%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
211,513
shares
|
$5.52 Million
0.09% of portfolio
|
Q4 2024
Reduced 44.4%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
211,388
shares
|
$5.52 Million
0.3% of portfolio
|
Q3 2024
Reduced 28.52%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
210,927
shares
|
$5.5 Million
0.04% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
210,850
shares
|
$5.5 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
210,776
shares
|
$5.5 Million
1.12% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
208,327
shares
|
$5.44 Million
2.38% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
207,912
shares
|
$5.42 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
206,639
shares
|
$5.39 Million
0.08% of portfolio
|
Q3 2024
Reduced 13.22%
|