Pfizer (PFE) Institutional Ownership

$30.77

+1.00 (+3.36%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 68.36%
Number of Institutional Buyers (last 12 months): 1892
Total Institutional Inflows (last 12 months): $10.28B

Number of Institutional Sellers (last 12 months): 1896
Total Institutional Outflows (last 12 months): $12.49B

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PFE Institutional Buying and Selling by Quarter

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Pfizer Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	WealthShield Partners LLC	20,433	$572K	0.1%	+5.2%	0.000%
7/26/2024	Checchi Capital Advisers LLC	40,804	$1.14M	0.1%	-6.1%	0.001%
7/26/2024	Financial Connections Group Inc.	1,221	$34K	0.0%	N/A	0.000%
7/26/2024	MWA Asset Management	11,200	$313K	0.2%	-13.9%	0.000%
7/26/2024	Hall Capital Management Co. Inc.	20,393	$571K	0.3%	-2.8%	0.000%
7/26/2024	Harbour Investments Inc.	73,287	$2.05M	0.1%	+14.4%	0.001%
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7/26/2024	LS Investment Advisors LLC	138,524	$3.88M	0.6%	+9.9%	0.002%
7/26/2024	Smith Shellnut Wilson LLC ADV	9,449	$264K	0.1%	-39.0%	0.000%
7/26/2024	Smallwood Wealth Investment Management LLC	7,416	$207K	0.2%	-7.5%	0.000%
7/26/2024	Eagle Bay Advisors LLC	7,840	$219K	0.1%	+9.0%	0.000%
7/26/2024	Patriot Financial Group Insurance Agency LLC	39,200	$1.10M	0.2%	+1.5%	0.001%
7/26/2024	Atomi Financial Group Inc.	37,850	$1.06M	0.1%	+1.1%	0.001%
7/26/2024	Cambridge Investment Research Advisors Inc.	1,776,605	$49.71M	0.2%	+4.4%	0.031%
7/26/2024	Wealth Advisory Solutions LLC	21,741	$608K	0.2%	+18.3%	0.000%
7/26/2024	Summit Securities Group LLC	11,700	$327K	0.1%	N/A	0.000%
7/26/2024	Aspen Investment Management Inc	17,301	$484K	0.2%	-3.9%	0.000%
7/26/2024	Dearborn Partners LLC	37,322	$1.04M	0.0%	+14.2%	0.001%
7/26/2024	Latitude Advisors LLC	14,824	$415K	0.3%	-9.9%	0.000%
7/26/2024	Signature Estate & Investment Advisors LLC	21,394	$599K	0.0%	+106.0%	0.000%
7/26/2024	Allspring Global Investments Holdings LLC	1,018,744	$28.50M	0.0%	-36.2%	0.018%
7/26/2024	State of Michigan Retirement System	1,739,484	$48.67M	0.3%	-2.2%	0.031%
7/26/2024	First Command Advisory Services Inc.	17,602	$493K	0.0%	-4.4%	0.000%
7/26/2024	Cohen Investment Advisors LLC	62,724	$1.76M	1.2%	-10.3%	0.001%
7/26/2024	Hyman Charles D	150,341	$4.21M	0.2%	-3.2%	0.003%
7/26/2024	St. Johns Investment Management Company LLC	30,771	$861K	0.4%	-2.9%	0.001%
7/26/2024	Alpha Omega Wealth Management LLC	175,134	$4.90M	0.9%	+6.7%	0.003%
7/26/2024	SlateStone Wealth LLC	8,993	$252K	0.0%	+9.4%	0.000%
7/26/2024	Rational Advisors LLC	7,705	$216K	0.0%	N/A	0.000%
7/26/2024	Bailard Inc.	56,917	$1.59M	0.0%	-74.0%	0.001%
7/26/2024	Verdence Capital Advisors LLC	128,735	$3.60M	0.3%	-2.7%	0.002%
7/26/2024	Paulson Wealth Management Inc.	9,670	$271K	0.1%	-3.8%	0.000%
7/26/2024	AlphaCentric Advisors LLC	140,000	$3.92M	2.9%	-20.0%	0.002%
7/26/2024	Bank of New York Mellon Corp	41,909,872	$1.17B	0.2%	-1.1%	0.740%
7/26/2024	Catalyst Financial Partners LLC	17,816	$498K	0.1%	+31.1%	0.000%
7/26/2024	Bristlecone Advisors LLC	91,275	$2.55M	0.2%	+33.0%	0.002%
7/26/2024	Salomon & Ludwin LLC	1,883	$53K	0.0%	-78.9%	0.000%
7/25/2024	First Heartland Consultants Inc.	15,411	$431K	0.0%	-2.4%	0.000%
7/25/2024	apricus wealth LLC	100,770	$2.82M	2.0%	+7.0%	0.002%
7/25/2024	Easterly Investment Partners LLC	19,300	$540K	0.0%	-4.0%	0.000%
7/25/2024	Hills Bank & Trust Co	70,622	$1.98M	0.2%	+0.8%	0.001%
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7/25/2024	Cypress Capital Group	118,118	$3.31M	0.4%	-11.6%	0.002%
7/25/2024	Wedgewood Investors Inc. PA	11,681	$327K	0.4%	N/A	0.000%
7/25/2024	Highland Capital Management LLC	54,241	$1.52M	0.1%	-6.9%	0.001%
7/25/2024	Capital Advisors Ltd. LLC	14,363	$402K	0.1%	-2.9%	0.000%
7/25/2024	Calamos Advisors LLC	988,915	$27.67M	0.1%	-26.7%	0.017%
7/25/2024	AMG National Trust Bank	100,976	$2.83M	0.1%	+36.4%	0.002%
7/25/2024	Tempus Wealth Planning LLC	17,697	$495K	0.2%	+55.6%	0.000%
7/25/2024	Calamos Wealth Management LLC	52,085	$1.46M	0.1%	-5.2%	0.001%
7/25/2024	Optas LLC	9,285	$260K	0.1%	-7.6%	0.000%
7/25/2024	Clear Creek Financial Management LLC	42,705	$1.20M	0.1%	+4.9%	0.001%
7/25/2024	Aries Wealth Management	35,715	$999K	0.3%	-1.2%	0.001%
7/25/2024	SNS Financial Group LLC	19,978	$559K	0.1%	-64.3%	0.000%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	94,175	$2.64M	0.3%	-4.2%	0.002%
7/25/2024	Community Financial Services Group LLC	39,976	$1.12M	0.2%	-26.6%	0.001%
7/25/2024	Harbor Advisory Corp MA	122,632	$3.43M	1.2%	-0.6%	0.002%
7/25/2024	Moody Lynn & Lieberson LLC	55,955	$1.57M	0.1%	+31.0%	0.001%
7/25/2024	Oppenheimer & Close LLC	137,460	$3.85M	3.4%	-5.1%	0.002%
7/25/2024	Waypoint Capital Advisors LLC	8,512	$238K	0.1%	+9.8%	0.000%
7/25/2024	Shelter Ins Retirement Plan	145,820	$4.08M	1.1%	N/A	0.003%
7/25/2024	Institute for Wealth Management LLC.	25,193	$705K	0.1%	+3.2%	0.000%
7/25/2024	Kanawha Capital Management LLC	270,352	$7.56M	0.6%	+3.6%	0.005%
7/25/2024	RFP Financial Group LLC	14,476	$405K	0.1%	-5.0%	0.000%
7/25/2024	Destination Wealth Management	665,021	$18.61M	0.6%	+5.4%	0.012%
7/25/2024	Wesleyan Assurance Society	230,500	$6.45M	0.6%	+21.0%	0.004%
7/25/2024	Mn Services Vermogensbeheer B.V.	2,231,900	$62.45M	0.5%	-2.2%	0.039%
7/25/2024	Bank Pictet & Cie Europe AG	10,100	$283K	0.0%	-56.5%	0.000%
7/25/2024	First Merchants Corp	22,780	$637K	0.0%	-1.6%	0.000%
7/25/2024	Nichols & Pratt Advisers LLP MA	52,133	$1.46M	0.1%	-2.8%	0.001%
7/25/2024	Monarch Capital Management Inc.	106,132	$2.97M	0.9%	-1.9%	0.002%
7/25/2024	Atlantic Union Bankshares Corp	86,148	$2.41M	0.2%	-3.3%	0.002%
7/24/2024	McAdam LLC	18,905	$529K	0.0%	+22.1%	0.000%
7/24/2024	LRI Investments LLC	11,959	$335K	0.0%	-3.0%	0.000%
7/24/2024	Gilliland Jeter Wealth Management LLC	21,851	$611K	0.2%	-8.6%	0.000%
7/24/2024	Colton Groome Financial Advisors LLC	12,383	$346K	0.1%	N/A	0.000%
7/24/2024	Advisory Resource Group	8,649	$242K	0.1%	N/A	0.000%
7/24/2024	Family Firm Inc.	3,511	$98K	0.0%	N/A	0.000%
7/24/2024	Paladin Advisory Group LLC	4,863	$137K	0.1%	-15.1%	0.000%
7/24/2024	TrueWealth Advisors LLC	18,209	$509K	0.2%	-11.9%	0.000%
7/24/2024	Keynote Financial Services LLC	65,677	$1.84M	1.5%	+3.2%	0.001%
7/24/2024	Tower Bridge Advisors	65,590	$1.84M	0.2%	+2.4%	0.001%
7/24/2024	Grove Bank & Trust	27,775	$777K	0.1%	-12.1%	0.000%
7/24/2024	Retirement Systems of Alabama	1,249,991	$34.98M	0.1%	+0.3%	0.022%
7/24/2024	West Oak Capital LLC	2,290	$64K	0.0%	-87.7%	0.000%
7/24/2024	Joseph P. Lucia & Associates LLC	28,337	$793K	0.4%	+207.9%	0.001%
7/24/2024	Horizon Bancorp Inc. IN	94,291	$2.64M	1.3%	-10.6%	0.002%
7/24/2024	Quotient Wealth Partners LLC	8,095	$226K	0.0%	-9.4%	0.000%
7/24/2024	Herold Advisors Inc.	62,076	$1.74M	0.4%	+10.6%	0.001%
7/24/2024	VeraBank N.A.	36,723	$1.03M	0.3%	-3.4%	0.001%
7/24/2024	Lebenthal Global Advisors LLC	18,305	$512K	0.1%	N/A	0.000%
7/24/2024	Avitas Wealth Management LLC	84,153	$2.36M	0.3%	+31.2%	0.001%
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7/24/2024	Everhart Financial Group Inc.	23,255	$651K	0.2%	+13.8%	0.000%
7/24/2024	Premier Path Wealth Partners LLC	59,161	$1.66M	0.3%	+5.3%	0.001%
7/24/2024	Charter Oak Capital Management LLC	11,711	$328K	0.0%	-6.0%	0.000%
7/24/2024	Catalina Capital Group LLC	7,886	$221K	0.1%	N/A	0.000%
7/24/2024	Mcrae Capital Management Inc.	39,280	$1.10M	0.3%	-6.4%	0.001%
7/24/2024	Spinnaker Investment Group LLC	7,708	$216K	0.1%	N/A	0.000%
7/24/2024	Secure Asset Management LLC	58,328	$1.63M	0.3%	+0.6%	0.001%
7/24/2024	Sather Financial Group Inc	9,795	$274K	0.0%	-29.5%	0.000%
7/24/2024	Slagle Financial LLC	64,223	$1.80M	0.9%	+7.4%	0.001%
7/24/2024	Powers Advisory Group LLC	14,056	$393K	0.2%	+4.1%	0.000%

(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, 3,544 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. ($14.08B), State Street Corp ($10.53B), Wellington Management Group LLP ($6.89B), Geode Capital Management LLC ($4.13B), and Capital World Investors ($3.13B).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 2,999 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), Charles Schwab Investment Management Inc. ($34.12M), Wellington Management Group LLP ($30.70M), Assenagon Asset Management S.A. ($17.42M), Van ECK Associates Corp ($15.36M), and Massachusetts Financial Services Co. MA ($13.48M).

How much institutional buying is happening at Pfizer?: Institutional investors have bought a total of 2,563,272,911 shares in the last 24 months. This purchase volume represents approximately $94.42B in transactions.
Which Pfizer major shareholders have been selling company stock?: Of the 2,606 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 ($102.03M), Capital International Investors ($41.54M), Assenagon Asset Management S.A. ($17.25M), Clearbridge Investments LLC ($13.68M), Franklin Resources Inc. ($11.10M), Ameriprise Financial Inc. ($10.00M), and Nordea Investment Management AB ($8.86M).
How much institutional selling is happening at Pfizer?: Institutional investors have sold a total of 561,626,321 shares in the last 24 months. This volume of shares sold represents approximately $20.09B in transactions.