Pfizer (PFE) Institutional Ownership

$28.64
-0.28 (-0.97%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
68.36%
Number of
Institutional Buyers
(last 12 months)
1934
Total
Institutional Inflows
(last 12 months)
$82.07B
Number of
Institutional Sellers
(last 12 months)
1917
Total
Institutional Outflows
(last 12 months)
$12.57B
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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
5/17/2024 Wahed Invest LLC111,265$3.09M0.7%+15.3%0.002%
5/17/2024 Citizens Financial Group Inc. RI122,530$3.40M0.1%-16.1%0.002%
5/17/2024Investmark Advisory Group LLC87,797$2.44M1.3%+73.1%0.002%
5/17/2024 New Covenant Trust Company N.A.7,941$220K0.2%N/A0.000%
5/17/2024 Plato Investment Management Ltd133,027$3.69M0.4%+1,716.3%0.002%
5/17/2024 Western Pacific Wealth Management LP3,784$105K0.1%+243.4%0.000%
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5/17/2024 XML Financial LLC180,696$5.01M0.5%-5.9%0.003%
5/17/2024 iA Global Asset Management Inc.44,884$1.25M0.0%-71.5%0.001%
5/17/2024 WealthPlan Investment Management LLC62,588$1.74M0.3%-1.2%0.001%
5/17/2024 Lumbard & Kellner LLC105,447$2.93M1.4%N/A0.002%
5/17/2024 KLCM Advisors Inc.179,939$4.99M0.6%+3.5%0.003%
5/17/2024 Brown Shipley& Co Ltd19,316$535K0.2%-6.1%0.000%
5/17/2024 Vista Investment Partners LLC79,232$2.20M0.7%+5.3%0.001%
5/17/2024 LBP AM SA446,828$12.40M0.5%-2.9%0.008%
5/17/2024 First Western Trust Bank25,333$703K0.0%-15.6%0.000%
5/17/2024 Jaffetilchin Investment Partners LLC45,816$1.27M0.1%-17.9%0.001%
5/17/2024 Semmax Financial Advisors Inc.119,851$3.46M1.1%+10.1%0.002%
5/17/2024 Hancock Whitney Corp342,886$9.52M0.3%+5.8%0.006%
5/17/2024 Comerica Bank1,982,377$55.01M0.2%-1.3%0.035%
5/17/2024 Alethea Capital Management LLC15,874$441K0.4%N/A0.000%
5/17/2024 Coppell Advisory Solutions Corp.13,275$368K0.1%N/A0.000%
5/17/2024 Tidal Investments LLC317,384$8.81M0.1%+6.8%0.006%
5/16/2024 Redwood Investment Management LLC81,755$2.27M0.2%+0.6%0.001%
5/16/2024 California State Teachers Retirement System9,250,303$256.70M0.3%+0.9%0.163%
5/16/2024 Slagle Financial LLC59,780$1.66M0.9%-43.0%0.001%
5/16/2024 Meiji Yasuda Life Insurance Co48,735$1.35M0.0%-7.5%0.001%
5/16/2024 Levin Capital Strategies L.P.8,000$222K0.0%-90.5%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.327,696$9.09M0.2%+17.6%0.006%
5/16/2024 Ancora Advisors LLC255,277$7.08M0.2%+2.7%0.005%
5/16/2024 Sweeney & Michel LLC8,566$243K0.1%N/A0.000%
5/16/2024 Oxford Wealth Group LLC58,528$1.62M1.5%N/A0.001%
5/16/2024 Elkhorn Partners Limited Partnership5,400$150K0.1%+38.5%0.000%
5/16/2024 Whalerock Point Partners LLC41,676$1.16M0.3%-11.8%0.001%
5/16/2024 Industrial Alliance Investment Management Inc.19,089$530K0.2%+4.1%0.000%
5/16/2024 Ironvine Capital Partners LLC16,953$470K0.1%+2.1%0.000%
5/16/2024 Janus Henderson Group PLC576,175$15.98M0.0%-26.2%0.010%
5/16/2024 Kahn Brothers Group Inc.1,022,719$28.38M4.2%-0.3%0.018%
5/16/2024 Kennedy Capital Management LLC143,861$3.99M0.1%N/A0.003%
5/16/2024 Bridgeway Capital Management LLC680,662$18.89M0.4%+46.0%0.012%
5/16/2024 Bayesian Capital Management LP220,000$6.11M0.6%+25.6%0.004%
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5/16/2024 Waverly Advisors LLC165,821$4.60M0.1%+36.3%0.003%
5/16/2024 Silvercrest Asset Management Group LLC768,570$21.33M0.1%-1.1%0.014%
5/16/2024 Captrust Financial Advisors1,509,484$41.89M0.1%-23.1%0.027%
5/16/2024 Lavaca Capital LLC11,248$312K0.2%+5.6%0.000%
5/15/2024 Ascent Group LLC41,280$1.15M0.1%-3.0%0.001%
5/15/2024 SVB Wealth LLC595,099$16.51M0.4%+2.2%0.011%
5/15/2024 Mount Yale Investment Advisors LLC22,128$614K0.0%+25.7%0.000%
5/15/2024 Evergreen Wealth Solutions LLC33,946$942K0.7%+16.5%0.001%
5/15/2024 Perritt Capital Management Inc.16,283$452K0.2%+8.6%0.000%
5/15/2024 Beaird Harris Wealth Management LLC6,297$175K0.0%-18.6%0.000%
5/15/2024 Public Employees Retirement System of Ohio2,713,708$75.31M0.3%-8.3%0.048%
5/15/2024 Public Employees Retirement Association of Colorado805,304$22.35M0.1%-4.6%0.014%
5/15/2024 Ceeto Capital Group LLC42,250$1.17M0.5%+2.4%0.001%
5/15/2024 Bellevue Group AG33,834$939K0.0%+48.0%0.001%
5/15/2024 Manhattan West Asset Management LLC82,074$2.28M0.5%+18.3%0.001%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund186,336$5.17M0.4%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems428,805$11.90M0.4%-5.1%0.008%
5/15/2024 CoreFirst Bank & Trust28,883$802K0.5%-31.5%0.001%
5/15/2024 Price T Rowe Associates Inc. MD25,139,969$697.64M0.1%-17.7%0.444%
5/15/2024 BOKF NA201,971$5.60M0.1%-29.7%0.004%
5/15/2024 Absolute Gestao de Investimentos Ltda.136,400$3.79M1.1%N/A0.002%
5/15/2024 Kestra Advisory Services LLC987,256$27.40M0.2%+41.3%0.017%
5/15/2024 Steel Grove Capital Advisors LLC60,584$1.68M0.0%+304.4%0.001%
5/15/2024 Lazard Asset Management LLC694,904$19.28M0.0%-64.5%0.012%
5/15/2024 Epoch Investment Partners Inc.1,908,476$52.96M0.2%-6.2%0.034%
5/15/2024 LRI Investments LLC12,394$352K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.9,967$277K0.0%-90.7%0.000%
5/15/2024 Linscomb Wealth Inc.229,904$6.38M0.3%+1.5%0.004%
5/15/2024 Guardian Capital Advisors LP145,223$3.69M0.4%+45.6%0.003%
5/15/2024 GABELLI & Co INVESTMENT ADVISERS INC.22,000$610K0.1%N/A0.000%
5/15/2024 Gabelli Funds LLC710,413$19.71M0.1%+23.1%0.013%
5/15/2024 Keeley Teton Advisors LLC19,253$534K0.1%-8.5%0.000%
5/15/2024 Gamco Investors INC. ET AL533,251$14.80M0.1%+123.9%0.009%
5/15/2024 Stonebridge Capital Advisors LLC26,586$738K0.1%+35.2%0.000%
5/14/2024 Canada Pension Plan Investment Board8,584,668$238.23M0.3%-1.6%0.151%
5/14/2024 JT Stratford LLC26,956$748K0.1%-45.4%0.000%
5/14/2024 Capital World Investors112,661,481$3.13B0.5%-35.0%1.988%
5/14/2024 Capital Research Global Investors1,507,603$41.84M0.0%+0.1%0.027%
5/14/2024 Capital International Sarl253,106$7.02M0.2%-42.2%0.004%
5/14/2024 Toronto Dominion Bank3,649,335$101.27M0.2%+4.8%0.064%
5/14/2024 Capital International Ltd. CA217,737$6.04M0.3%-41.4%0.004%
5/14/2024 Capital International Inc. CA 544,508$15.11M0.2%-23.4%0.010%
5/14/2024 Capital International Investors2,755,411$76.46M0.0%-76.6%0.049%
5/14/2024 Capital Group Private Client Services Inc.57,657$1.60M0.0%-78.2%0.001%
5/14/2024 Capital Group Investment Management PTE. LTD.46,401$1.29M0.2%-39.1%0.001%
5/14/2024 Sheaff Brock Investment Advisors LLC77,938$2.16M0.1%+1.5%0.001%
5/14/2024 Anson Funds Management LP100,000$2.78M0.2%-50.0%0.002%
5/14/2024 Cadence Bank270,124$7.50M0.5%-6.5%0.005%
5/14/2024 Stamos Capital Partners L.P.358,250$9.94M2.3%-5.4%0.006%
5/14/2024 Rodgers Brothers Inc.40,093$1.11M0.2%-1.5%0.001%
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5/14/2024 Heron Bay Capital Management135,857$3.77M0.8%+513.2%0.002%
5/14/2024 Advisors Asset Management Inc.655,937$18.20M0.3%+13.6%0.012%
5/14/2024 Axxcess Wealth Management LLC228,120$6.33M0.2%+4.8%0.004%
5/14/2024 EP Wealth Advisors LLC336,062$9.33M0.1%+0.9%0.006%
5/14/2024 Carlson Capital L P30,000$832K0.1%N/A0.001%
5/14/2024 Freestone Capital Holdings LLC142,582$3.96M0.1%+68.4%0.003%
5/14/2024 CreativeOne Wealth LLC74,193$2.06M0.1%+162.1%0.001%
5/14/2024 Sculati Wealth Management LLC53,987$1.50M0.6%-4.1%0.001%
5/14/2024 Fayez Sarofim & Co505,979$14.04M0.0%-27.8%0.009%
5/14/2024 LGT Group Foundation724,601$20.11M0.5%+5.9%0.013%
(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, 3,547 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 3,012 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), Assenagon Asset Management S.A. ($17.42M), and Van ECK Associates Corp ($15.36M).

How much institutional buying is happening at Pfizer?

Institutional investors have bought a total of 2,594,413,886 shares in the last 24 months. This purchase volume represents approximately $96.40B in transactions.

Which Pfizer major shareholders have been selling company stock?

Of the 2,624 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 ($119.01M), Capital International Investors ($41.54M), Assenagon Asset Management S.A. ($16.05M), 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 574,069,081 shares in the last 24 months. This volume of shares sold represents approximately $21.01B in transactions.


This page (NYSE:PFE) was last updated on 5/18/2024 by MarketBeat.com Staff

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