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 |
|---|---|---|---|---|---|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
57,472
shares
|
$1.48 Million
0.69% of portfolio
|
Q3 2022
Reduced 5.3%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
57,467
shares
|
$1.48 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
57,454
shares
|
$1.48 Million
0.24% of portfolio
|
Q2 2024
Added 4.31%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
57,250
shares
|
$1.48 Million
0.62% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
57,069
shares
|
$1.47 Million
0.11% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
56,836
shares
|
$1.47 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
56,785
shares
|
$1.47 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
56,745
shares
|
$1.47 Million
0.39% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
56,554
shares
|
$1.46 Million
0.18% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
56,551
shares
|
$1.46 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
56,278
shares
|
$1.45 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
56,168
shares
|
$1.45 Million
0.84% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
56,068
shares
|
$1.45 Million
0.05% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
56,035
shares
|
$1.45 Million
0.18% of portfolio
|
Q2 2024
Reduced 5.34%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
55,974
shares
|
$1.45 Million
0.09% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
55,967
shares
|
$1.45 Million
0.09% of portfolio
|
Q3 2024
Added 71.26%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
55,897
shares
|
$1.44 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Feb 04, 2025 Q4 2024 |
55,867
shares
|
$1.44 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
55,770
shares
|
$1.44 Million
0.04% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
55,725
shares
|
$1.44 Million
0.33% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
55,571
shares
|
$1.44 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
55,554
shares
|
$1.43 Million
0.75% of portfolio
|
Q2 2022
Reduced 1.24%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
55,525
shares
|
$1.43 Million
0.4% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
55,325
shares
|
$1.43 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
55,222
shares
|
$1.43 Million
0.37% of portfolio
|
Q3 2024
Added 1.14%
|