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 |
|---|---|---|---|---|---|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
181,116
shares
|
$4.49 Million
0.35% of portfolio
|
Q3 2024
Added 20.11%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
180,305
shares
|
$4.47 Million
0.9% of portfolio
|
Q4 2022
Added 43.87%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 15, 2024 Q3 2024 |
180,100
shares
|
$4.47 Million
0.17% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
179,739
shares
|
$4.46 Million
0.15% of portfolio
|
Q3 2024
Added 29.83%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
179,599
shares
|
$4.45 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
179,151
shares
|
$4.44 Million
0.76% of portfolio
|
Q4 2022
Reduced 0.12%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
178,893
shares
|
$4.44 Million
0.09% of portfolio
|
Q3 2024
Added 61.91%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
178,613
shares
|
$4.43 Million
1.57% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
177,433
shares
|
$4.4 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
177,214
shares
|
$4.39 Million
0.57% of portfolio
|
Q3 2024
Added 32.39%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
176,284
shares
|
$4.37 Million
0.94% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
175,813
shares
|
$4.36 Million
0.84% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
175,778
shares
|
$4.36 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
175,667
shares
|
$4.36 Million
1.81% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
173,945
shares
|
$4.31 Million
0.03% of portfolio
|
Q3 2024
Added 39.23%
|
|
|
Villere St Denis J & CO LLC
|
Nov 01, 2024 Q3 2024 |
173,613
shares
|
$4.31 Million
0.44% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
173,383
shares
|
$4.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.01%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
173,317
shares
|
$4.3 Million
0.22% of portfolio
|
Q3 2024
Added 243.69%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
173,142
shares
|
$4.29 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
172,033
shares
|
$4.27 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
170,885
shares
|
$4.24 Million
1.72% of portfolio
|
Q2 2024
New holding
|
|
|
Beddow Capital Management Inc
|
Nov 07, 2024 Q3 2024 |
170,560
shares
|
$4.23 Million
2.02% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
170,314
shares
|
$4.22 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
169,975
shares
|
$4.22 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
169,314
shares
|
$4.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.06%
|