Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,364 institutions that hold shares in the stock, with a total of 3.6 Billion shares, which have been reported (via 13F filing form) to have a value of $92.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,920
shares
|
$279,115
0.08% of portfolio
|
Q4 2024
Reduced 14.73%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
10,907
shares
|
$278,782
0.08% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
10,875
shares
|
$277,965
0.05% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
10,872
shares
|
$277,888
0.02% of portfolio
|
Q1 2025
Reduced 27.09%
|
|
|
Youngs Advisory Group, Inc.
|
May 09, 2025 Q1 2025 |
10,863
shares
|
$277,658
0.11% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
May 01, 2025 Q1 2025 |
10,850
shares
|
$277,326
0.18% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
10,769
shares
|
$275,255
0.08% of portfolio
|
Q1 2025
Reduced 47.27%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
10,726
shares
|
$274,156
0.02% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
10,705
shares
|
$273,619
0.21% of portfolio
|
Q3 2023
Added 1.95%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
10,702
shares
|
$273,543
0.02% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
10,678
shares
|
$272,929
0.13% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
10,663
shares
|
$272,546
0.02% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
10,657
shares
|
$272,392
0.16% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
10,629
shares
|
$271,677
0.02% of portfolio
|
Q1 2025
Reduced 14.44%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
10,626
shares
|
$271,600
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
10,602
shares
|
$270,987
0.09% of portfolio
|
Q2 2025
Reduced 13.47%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
10,572
shares
|
$270,220
0.09% of portfolio
|
Q1 2025
Reduced 78.69%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
10,569
shares
|
$270,143
0.04% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
10,562
shares
|
$269,964
0.05% of portfolio
|
Q1 2025
Reduced 21.03%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
10,556
shares
|
$269,811
0.15% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
May 13, 2025 Q1 2025 |
10,553
shares
|
$269,734
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,514
shares
|
$268,737
0.07% of portfolio
|
Q4 2024
Reduced 25.66%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
10,501
shares
|
$268,405
0.13% of portfolio
|
Q4 2024
Reduced 21.24%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
10,468
shares
|
$267,562
0.12% of portfolio
|
Q4 2024
Added 450.08%
|
|
|
Diamant Asset Management, Inc.
|
May 15, 2025 Q1 2025 |
10,465
shares
|
$267,485
0.2% of portfolio
|
Q1 2025
Added 2.95%
|