13F

Stock

Pfizer Inc

PFE · held by 30 managers

Reported value

$718.1M

Holders

30

+1 new · −1 exited

Holders’ est. mark

−$54M

Price effect on 18 books still in the name

Largest holder

$447.8M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC16.9M$447.8M−$40.7MCut−$336M
Swiss Life Asset Management Ltd5.56M$147.5M−$3.16MAdded$109.5M
DANSKE BANK A/S3.2M$85M−$7.72MCut−$22.6M
Leonteq Securities AG440.4K$11.7M−$1.06MCut−$2.04M
Corecam Pte. Ltd.276.6K$7.34M−$587.8KAdded$279.7K
Catherine Avery Investment Management LLC122.5K$3.25MHeld
Marex Group plc104.3K$2.77M−$231KCut−$5.57K
Evelyn Partners Investment Management LLP72.3K$1.92MHeld
ONTARIO TEACHERS PENSION PLAN BOARD62.5K$1.66M−$93.2KAdded$537.4K
National Philanthropic Trust61.9K$1.64MNew
Millennium Capital Advisors, LLC51.8K$1.37M−$97.1KAdded$208.4K
Flavin Financial Services, Inc.28.2K$747.8KHeld
Roehl & Yi Investment Advisors, LLC24.9K$661.3KHeld
Norris Financial Group, LLC24.7K$655.4K−$59.5KCut−$1.16M
Ransom Advisory, Ltd21.3K$564.5K−$39.7KAdded$87.8K
Evelyn Partners Investment Management Services Ltd14.9K$396.5KHeld
ELEVATION POINT WEALTH PARTNERS, LLC14.5K$384.6K−$34.9KCut−$182.5K
Medallion Wealth Advisors, LLC14.3K$375.5KHeld
Clark Wealth Partners13.8K$366.9KHeld
Aventura Private Wealth, LLC12.1K$320.9KHeld
BROADWATER CAPITAL MANAGEMENT LLC11.8K$313.2K−$28.4KCut−$28.4K
Altrafin AG10.7K$284.5K−$25.8KCut−$25.8K
Severin Investments, LLC9.74K$258.5KHeld
Prestige Wealth Management Group LLC8.63K$229K−$20.8KCut−$21.6K
Maxele Advisors, LLC7.71K$204.7K−$132.9KCut−$168.8K
CHESAPEAKE ASSET MANAGEMENT LLC6.07K$161.1K−$8.7KAdded$56.6K
AEGON ASSET MANAGEMENT UK Plc4.28K$113.6K−$10.2KCut−$10.2K
Cornerstone National Bank & Trust Co1.5K$39.8K−$3.62KCut−$3.62K
Evelyn Partners Asset Management Ltd1.35K$35.8KHeld
Evelyn Partners Investment Management (Europe) Ltd625$16.6KHeld

Who left

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.