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 |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
15,618
shares
|
$412,939
0.06% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
15,607
shares
|
$412,649
0.04% of portfolio
|
Q4 2024
Reduced 13.06%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
15,594
shares
|
$412,305
0.08% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
15,519
shares
|
$410,322
0.13% of portfolio
|
Q2 2024
Reduced 7.23%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
15,517
shares
|
$410,269
0.05% of portfolio
|
Q3 2024
Added 94.08%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
15,511
shares
|
$410,110
0.05% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
15,505
shares
|
$409,952
0.23% of portfolio
|
Q1 2024
Reduced 64.21%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
15,502
shares
|
$409,872
0.14% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
15,500
shares
|
$409,820
0.21% of portfolio
|
Q3 2024
Added 154.1%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
15,482
shares
|
$409,344
0.31% of portfolio
|
Q4 2024
Reduced 32.68%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
15,479
shares
|
$409,264
0.21% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
15,425
shares
|
$407,837
0.1% of portfolio
|
Q4 2024
Reduced 18.74%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
15,414
shares
|
$407,546
0.06% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
15,396
shares
|
$407,070
0.05% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
15,382
shares
|
$406,700
0.42% of portfolio
|
Q2 2024
Added 14.11%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
15,276
shares
|
$403,897
0.07% of portfolio
|
Q4 2024
Added 15.5%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
15,274
shares
|
$403,844
0.39% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
15,244
shares
|
$403,051
0.04% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
15,235
shares
|
$402,813
0.08% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
15,220
shares
|
$402,416
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
15,201
shares
|
$401,914
0.27% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
15,200
shares
|
$401,888
0.22% of portfolio
|
Q4 2024
Reduced 31.35%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
15,194
shares
|
$401,729
0.04% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
15,182
shares
|
$401,412
0.4% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
15,162
shares
|
$400,883
0.13% of portfolio
|
Q4 2024
Added 34.59%
|