Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,240 institutions that hold shares in the stock, with a total of 3.63 Billion shares, which have been reported (via 13F filing form) to have a value of $95.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
20,635
shares
|
$545,589
0.03% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
20,629
shares
|
$545,430
0.26% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
20,616
shares
|
$545,087
0.23% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
20,606
shares
|
$544,822
0.03% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
20,588
shares
|
$544,346
0.07% of portfolio
|
Q4 2024
Reduced 15.91%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
20,529
shares
|
$542,786
0.18% of portfolio
|
Q2 2023
Reduced 3.91%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
20,527
shares
|
$542,733
0.36% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
20,510
shares
|
$542,284
0.23% of portfolio
|
Q4 2024
Reduced 46.86%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
20,507
shares
|
$542,205
0.18% of portfolio
|
Q4 2024
Added 150.88%
|
|
|
Harvey Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
20,500
shares
|
$542,020
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
20,478
shares
|
$541,438
0.05% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
20,430
shares
|
$540,169
0.03% of portfolio
|
Q4 2024
Added 36.86%
|
|
|
Tevis Investment Management
|
Jan 28, 2025 Q4 2024 |
20,400
shares
|
$539,376
0.41% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
20,393
shares
|
$539,190
0.27% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
20,341
shares
|
$537,816
0.13% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
20,334
shares
|
$537,630
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
20,302
shares
|
$536,784
0.39% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
20,300
shares
|
$536,732
0.11% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
20,298
shares
|
$536,679
0.15% of portfolio
|
Q3 2024
Added 40.73%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
20,240
shares
|
$535,145
0.02% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
20,207
shares
|
$534,273
0.01% of portfolio
|
Q4 2024
Reduced 18.55%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
20,199
shares
|
$534,061
0.12% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
20,199
shares
|
$534,061
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
20,179
shares
|
$533,532
0.03% of portfolio
|
Q3 2024
Added 201.09%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
20,128
shares
|
$532,184
0.09% of portfolio
|
Q4 2024
New holding
|