Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,249 institutions that hold shares in the stock, with a total of 3.65 Billion shares, which have been reported (via 13F filing form) to have a value of $94.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
21,517
shares
|
$556,644
0.28% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
21,514
shares
|
$556,567
0.16% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
21,510
shares
|
$556,463
0.1% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
21,500
shares
|
$556,205
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
21,483
shares
|
$555,765
0.07% of portfolio
|
Q4 2024
Added 209.02%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
21,474
shares
|
$555,532
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
21,344
shares
|
$552,169
0.06% of portfolio
|
Q4 2024
Added 20.51%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
21,304
shares
|
$551,134
0.32% of portfolio
|
Q4 2024
Reduced 18.72%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
21,238
shares
|
$549,427
0.06% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
21,232
shares
|
$549,271
0.03% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
21,228
shares
|
$549,168
0.02% of portfolio
|
Q4 2024
Added 16.68%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
21,213
shares
|
$548,780
0.0% of portfolio
|
Q4 2024
Reduced 11.62%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
21,212
shares
|
$548,754
0.13% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
21,110
shares
|
$546,115
0.31% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
21,103
shares
|
$545,934
2.15% of portfolio
|
Q3 2022
Reduced 4.95%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
21,016
shares
|
$543,683
0.05% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
21,013
shares
|
$543,606
0.24% of portfolio
|
Q4 2024
Reduced 34.59%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
21,011
shares
|
$543,554
0.14% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
20,994
shares
|
$543,114
0.12% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Bourne Lent Asset Management Inc
|
Jan 17, 2025 Q4 2024 |
20,905
shares
|
$540,812
0.21% of portfolio
|
Q2 2024
Reduced 4.13%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
20,905
shares
|
$540,812
0.55% of portfolio
|
Q2 2022
Added 0.16%
|
|
|
Forefront Wealth Management Inc.
|
Feb 11, 2025 Q4 2024 |
20,891
shares
|
$540,450
0.57% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
20,753
shares
|
$536,880
0.12% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
20,719
shares
|
$536,000
0.29% of portfolio
|
Q1 2024
Reduced 6.05%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
20,668
shares
|
$534,681
0.06% of portfolio
|
Q3 2024
Reduced 1.1%
|