Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,241 institutions that hold shares in the stock, with a total of 3.66 Billion shares, which have been reported (via 13F filing form) to have a value of $94.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
64,693
shares
|
$1.67 Million
0.13% of portfolio
|
Q1 2023
Added 1.07%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
64,558
shares
|
$1.67 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
64,543
shares
|
$1.67 Million
0.13% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
64,476
shares
|
$1.67 Million
0.24% of portfolio
|
Q4 2024
Added 15.78%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
64,440
shares
|
$1.66 Million
1.12% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
64,416
shares
|
$1.66 Million
0.04% of portfolio
|
Q2 2022
Reduced 1.18%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
64,014
shares
|
$1.65 Million
0.09% of portfolio
|
Q3 2024
Added 18.35%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
63,954
shares
|
$1.65 Million
0.52% of portfolio
|
Q4 2024
Reduced 29.93%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
63,919
shares
|
$1.65 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
63,770
shares
|
$1.65 Million
0.13% of portfolio
|
Q4 2024
Reduced 42.01%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
63,624
shares
|
$1.64 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
63,606
shares
|
$1.64 Million
0.08% of portfolio
|
Q4 2024
Reduced 36.46%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
63,372
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 46.8%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
63,254
shares
|
$1.63 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
63,144
shares
|
$1.63 Million
1.09% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
63,020
shares
|
$1.63 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
62,984
shares
|
$1.63 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
62,960
shares
|
$1.63 Million
0.8% of portfolio
|
Q2 2023
Reduced 4.4%
|
|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
62,960
shares
|
$1.63 Million
0.83% of portfolio
|
Q3 2023
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
62,791
shares
|
$1.62 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
62,712
shares
|
$1.62 Million
0.14% of portfolio
|
Q3 2024
Added 23.34%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
62,620
shares
|
$1.62 Million
2.2% of portfolio
|
Q2 2022
Reduced 0.18%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
62,501
shares
|
$1.61 Million
0.07% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
62,436
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
62,364
shares
|
$1.61 Million
0.67% of portfolio
|
Q4 2024
Added 1.3%
|