Pfizer (PFE) Institutional Ownership

$25.65
+0.25 (+0.98%)
(As of 04/29/2024 ET)

Institutional Ownership Changes (13F Filings) for Pfizer (NYSE:PFE)

Current
Institutional Ownership
Percentage
68.36%
Number of
Institutional Buyers
(last 12 months)
2054
Total
Institutional Inflows
(last 12 months)
$85.62B
Number of
Institutional Sellers
(last 12 months)
1978
Total
Institutional Outflows
(last 12 months)
$10.69B
Get PFE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Pfizer stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PFE Institutional Buying and Selling by Quarter

Pfizer Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2024RWA Wealth Partners LLC286,724$7.96M0.1%-1.6%0.005%
4/29/2024Phillips Wealth Planners LLC13,016$334K0.4%+49.4%0.000%
4/29/2024Tower Bridge Advisors64,027$1.78M0.2%-3.6%0.001%
4/29/2024Schaper Benz & Wise Investment Counsel Inc. WI201,873$5.60M0.5%-3.1%0.004%
4/29/2024PBMares Wealth Management LLC14,182$394K0.1%-24.7%0.000%
4/29/2024Mn Services Vermogensbeheer B.V.2,282,800$63.35M0.5%-14.4%0.040%
4/29/2024Union Savings Bank17,205$477K0.2%-4.4%0.000%
4/29/2024Private Capital Advisors Inc.216,710$6.01M0.7%-2.7%0.004%
4/29/2024First National Bank & Trust Co. of Newtown55,189$1.53M0.3%-1.2%0.001%
4/29/2024China Universal Asset Management Co. Ltd.11,337$315K0.0%N/A0.000%
4/29/2024Argyle Capital Management Inc.124,846$3.46M1.3%+6.4%0.002%
4/29/2024Newman Dignan & Sheerar Inc.20,211$561K0.1%-14.2%0.000%
4/27/2024 Weatherly Asset Management L. P.22,714$630K0.1%-12.4%0.000%
4/27/2024 White Pine Investment CO14,644$406K0.1%-48.7%0.000%
4/27/2024 Hourglass Capital LLC281,560$7.81M2.4%+2.2%0.005%
4/27/2024 Conning Inc.144,637$4.01M0.1%-88.0%0.003%
4/27/2024 Finer Wealth Management Inc.60,486$1.68M1.1%-19.3%0.001%
4/27/2024 Foster Victor Wealth Advisors LLC411,942$10.85M1.0%+12.6%0.007%
4/27/2024 Signature Wealth Management Partners LLC17,897$497K0.4%-2.7%0.000%
4/27/2024 K.J. Harrison & Partners Inc116,713$3.24M0.5%+179.2%0.002%
4/27/2024 Members Advisory Group LLC21,051$584K0.3%N/A0.000%
4/26/2024 Pinnacle Associates Ltd.753,299$20.90M0.3%-4.0%0.013%
4/26/2024 Trueblood Wealth Management LLC14,220$395K0.2%-7.6%0.000%
4/26/2024 Securian Asset Management Inc.332,571$9.23M0.3%-7.0%0.006%
4/26/2024 Plan Group Financial LLC15,124$420K0.3%+54.6%0.000%
4/26/2024 BLB&B Advisors LLC106,305$2.95M0.2%-9.8%0.002%
4/26/2024 UMB Bank n.a.242,975$6.74M0.1%-27.7%0.004%
4/26/2024 Carlton Hofferkamp & Jenks Wealth Management LLC47,249$1.19M0.5%-7.1%0.001%
4/26/2024 Advisors Management Group Inc. ADV183,128$5.08M1.3%+1.3%0.003%
4/26/2024 Narwhal Capital Management80,507$2.23M0.2%-41.1%0.001%
4/26/2024 LifeSteps Financial Inc.6,314$175K0.1%N/A0.000%
4/26/2024Prestige Wealth Management Group LLC11,338$315K0.1%-6.1%0.000%
4/26/2024 Northwest Bancshares Inc.38,055$1.06M0.2%-12.1%0.001%
4/26/2024 Yousif Capital Management LLC680,411$18.88M0.2%-1.5%0.012%
4/26/2024 Schmidt P J Investment Management Inc.8,803$244K0.0%-13.2%0.000%
4/26/2024 YHB Investment Advisors Inc.64,594$1.79M0.2%-6.3%0.001%
4/26/2024 SlateStone Wealth LLC8,224$228K0.0%+6.8%0.000%
4/26/2024 ZWJ Investment Counsel Inc.29,147$809K0.0%-10.8%0.001%
4/26/2024 Deroy & Devereaux Private Investment Counsel Inc.9,607$267K0.0%-14.8%0.000%
4/26/2024 First National Trust Co86,676$2.41M0.1%-13.3%0.002%
Nvidia CEO Says It Will Be “the Next Revolution” Beyond AI (Ad)

Nvidia’s CEO calls it the “next amazing revolution” … and even declared it “is going to be flat out of the biggest [revolution] ever.” Jeff Bezos, Bill Gates, and Mark Zuckerberg have invested billions in it.

Click on Adam's shiny forehead for more details.
4/26/2024 McKinley Carter Wealth Services Inc.14,443$401K0.0%-2.9%0.000%
4/26/2024 Mitchell & Pahl Private Wealth LLC16,316$453K0.2%-10.9%0.000%
4/26/2024 Bond & Devick Financial Network Inc.12,479$346K0.2%+22.6%0.000%
4/26/2024 Guardian Investment Management27,700$769K0.6%-47.1%0.000%
4/26/2024 Clear Creek Financial Management LLC40,723$1.13M0.1%+16.8%0.001%
4/26/2024 SYSTM Wealth Solutions LLC76,384$2.12M0.3%-60.2%0.001%
4/26/2024 Sumitomo Life Insurance Co.58,907$1.64M0.0%-3.8%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.392,950$10.90M0.2%N/A0.007%
4/26/2024 Carr Financial Group Corp23,585$654K0.2%+173.6%0.000%
4/26/2024 MONECO Advisors LLC31,396$871K0.1%+3.8%0.001%
4/26/2024 TI Trust Inc.17,318$481K0.4%-3.6%0.000%
4/26/2024 KG&L Capital Management LLC62,880$1.75M0.7%+12.6%0.001%
4/26/2024 Verdence Capital Advisors LLC132,266$3.67M0.3%+10.8%0.002%
4/26/2024 Petredis Investment Advisors LLC79,894$2.22M0.3%+2.7%0.001%
4/26/2024 Emerald Advisors LLC19,605$544K0.1%+19.1%0.000%
4/26/2024 Checchi Capital Advisers LLC43,460$1.21M0.1%-2.6%0.001%
4/26/2024 Latitude Advisors LLC16,447$456K0.3%-5.9%0.000%
4/26/2024 Tritonpoint Wealth LLC51,351$1.43M0.1%-42.7%0.001%
4/26/2024 Bogart Wealth LLC238,594$6.62M0.3%-11.2%0.004%
4/25/2024 Lindbrook Capital LLC62,740$1.74M0.2%+2.5%0.001%
4/25/2024 New York State Teachers Retirement System5,490,898$152.37M0.3%-3.3%0.097%
4/25/2024 Lodestar Private Asset Management LLC11,419$317K0.0%+33.4%0.000%
4/25/2024 Center for Financial Planning Inc.17,222$478K0.1%+3.4%0.000%
4/25/2024 Inlet Private Wealth LLC62,444$1.73M0.5%-9.6%0.001%
4/25/2024 TRUE Private Wealth Advisors67,248$1.87M0.2%-2.8%0.001%
4/25/2024 Bank of New York Mellon Corp42,392,745$1.18B0.2%-3.8%0.749%
4/25/2024 Villere ST Denis J & Co. LLC186,998$5.19M0.4%-5.3%0.003%
4/25/2024 Osborne Partners Capital Management LLC180,379$5.01M0.3%-1.3%0.003%
4/25/2024 Equitable Trust Co.51,038$1.42M0.1%+60.6%0.001%
4/25/2024 Schnieders Capital Management LLC36,033$1M0.2%-27.9%0.001%
4/25/2024 Smith Chas P & Associates PA Cpas78,089$2.17M0.1%-13.6%0.001%
4/25/2024 Advocate Group LLC295,069$8.19M1.6%+25.3%0.005%
4/25/2024 HTLF Bank30,569$848K0.1%-1.7%0.001%
4/25/2024 Capital Investment Advisory Services LLC110,724$3.07M0.3%+12.8%0.002%
4/25/2024 Triumph Capital Management27,807$771K0.3%+12.0%0.000%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 2,239,225$62.14M0.2%-19.4%0.040%
4/25/2024 L.M. Kohn & Company33,478$929K0.3%+4.7%0.001%
4/25/2024 Center For Asset Management LLC32,269$895K0.7%-2.8%0.001%
4/25/2024 MTM Investment Management LLC18,407$511K0.2%-3.3%0.000%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund1,595,571$44.28M0.5%+1.9%0.028%
4/25/2024 GFS Advisors LLC408,964$11.35M1.9%+20.9%0.007%
4/25/2024 Aaron Wealth Advisors LLC8,287$230K0.0%+17.2%0.000%
4/25/2024 Eudaimonia Partners LLC12,809$355K0.1%-11.4%0.000%
4/25/2024 Valeo Financial Advisors LLC192,030$5.05M0.2%+7.0%0.003%
4/25/2024 Eudaimonia Advisors LLC15,505$430K0.2%-64.2%0.000%
4/25/2024 WestHill Financial Advisors Inc.11,584$321K0.1%-4.9%0.000%
4/25/2024 Whalen Wealth Management Inc.16,706$464K0.3%N/A0.000%
4/25/2024 Smallwood Wealth Investment Management LLC8,014$222K0.2%+8.1%0.000%
4/25/2024 Long Run Wealth Advisors LLC36,892$1.02M0.3%+8.9%0.001%
4/25/2024 Telos Capital Management Inc.21,665$601K0.1%-50.0%0.000%
Nvidia CEO Says It Will Be “the Next Revolution” Beyond AI (Ad)

Nvidia’s CEO calls it the “next amazing revolution” … and even declared it “is going to be flat out of the biggest [revolution] ever.” Jeff Bezos, Bill Gates, and Mark Zuckerberg have invested billions in it.

Click on Adam's shiny forehead for more details.
4/25/2024 Argus Investors Counsel Inc.47,440$1.32M0.8%+9.5%0.001%
4/25/2024 Cascade Investment Advisors Inc.58,959$1.64M1.1%+4.3%0.001%
4/25/2024 Greylin Investment Management Inc249,672$6.93M1.1%+43.9%0.004%
4/25/2024 Summit Financial LLC14,743$409K0.0%-8.7%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.1,701,161$47.21M0.2%+7.0%0.030%
4/24/2024 Private Trust Co. NA70,150$1.95M0.2%-2.8%0.001%
4/24/2024 Leavell Investment Management Inc.63,772$1.77M0.1%-10.8%0.001%
4/24/2024 Krilogy Financial LLC25,191$699K0.1%+5.6%0.000%
4/24/2024 PSI Advisors LLC27,635$767K0.3%-6.3%0.000%
4/24/2024 Beddow Capital Management Inc.153,885$4.27M1.9%+22.5%0.003%
(Data available from 1/1/2016 forward)

PFE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFE shares?

During the previous two years, 3,573 institutional investors and hedge funds held shares of Pfizer. The most heavily invested institutionals were Aspire Private Capital LLC ($110.81B), BlackRock Inc. ($18.17B), Vanguard Group Inc. ($14.58B), State Street Corp ($10.53B), Wellington Management Group LLP ($6.89B), Capital World Investors ($4.99B), and Geode Capital Management LLC ($4.13B).Learn more on PFE's institutional investors.

What percentage of Pfizer stock is owned by institutional investors?

68.36% of Pfizer stock is owned by institutional investors. Learn more on PFE's institutional investor holdings.

Which institutional investors have been buying Pfizer stock?

Of the 3,067 institutional investors that purchased Pfizer stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($1.95B), Norges Bank ($73.98M), Capital International Investors ($37.31M), Charles Schwab Investment Management Inc. ($34.12M), Wellington Management Group LLP ($30.70M), Massachusetts Financial Services Co. MA ($23.02M), and Vanguard Group Inc. ($18.93M).

How much institutional buying is happening at Pfizer?

Institutional investors have bought a total of 2,638,947,038 shares in the last 24 months. This purchase volume represents approximately $99.31B in transactions.

Which Pfizer major shareholders have been selling company stock?

Of the 2,680 institutional investors that sold Pfizer stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital World Investors ($58.28M), Capital International Investors ($32.52M), Assenagon Asset Management S.A. ($16.05M), Franklin Resources Inc. ($11.10M), Ameriprise Financial Inc. ($10.00M), Wellington Management Group LLP ($9.74M), and Pacer Advisors Inc. ($8.68M).

How much institutional selling is happening at Pfizer?

Institutional investors have sold a total of 519,510,108 shares in the last 24 months. This volume of shares sold represents approximately $20.67B in transactions.


This page (NYSE:PFE) was last updated on 4/29/2024 by MarketBeat.com Staff

From Our Partners