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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
62,235
shares
|
$1.61 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 12, 2024 Q3 2024 |
62,223
shares
|
$1.61 Million
2.4% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
62,142
shares
|
$1.61 Million
0.23% of portfolio
|
Q2 2024
Reduced 6.78%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
61,954
shares
|
$1.6 Million
0.23% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
61,784
shares
|
$1.6 Million
0.12% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
61,644
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
61,636
shares
|
$1.59 Million
0.54% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
61,558
shares
|
$1.59 Million
0.22% of portfolio
|
Q3 2024
Reduced 18.79%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
61,471
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
61,439
shares
|
$1.59 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
61,324
shares
|
$1.58 Million
0.69% of portfolio
|
Q1 2024
Added 62.8%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
61,308
shares
|
$1.58 Million
0.49% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
61,105
shares
|
$1.58 Million
0.07% of portfolio
|
Q3 2024
Added 11.42%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
61,094
shares
|
$1.58 Million
0.29% of portfolio
|
Q1 2024
Added 127.47%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
60,564
shares
|
$1.56 Million
0.17% of portfolio
|
Q4 2024
Reduced 20.52%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
60,557
shares
|
$1.56 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
60,393
shares
|
$1.56 Million
0.42% of portfolio
|
Q4 2024
Reduced 42.8%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
60,337
shares
|
$1.56 Million
0.49% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
60,330
shares
|
$1.56 Million
0.36% of portfolio
|
Q4 2024
Reduced 32.26%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
60,235
shares
|
$1.56 Million
0.49% of portfolio
|
Q1 2023
Added 44.24%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
60,201
shares
|
$1.55 Million
0.08% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
60,126
shares
|
$1.55 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
60,033
shares
|
$1.55 Million
0.2% of portfolio
|
Q4 2024
Added 18.58%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
60,000
shares
|
$1.55 Million
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
59,981
shares
|
$1.55 Million
0.57% of portfolio
|
Q3 2024
Added 2.79%
|