Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,345 institutions that hold shares in the stock, with a total of 3.5 Billion shares, which have been reported (via 13F filing form) to have a value of $83.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
9,875
shares
|
$235,716
0.1% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Townsend & Associates, Inc
|
Apr 25, 2025 Q1 2025 |
9,872
shares
|
$235,644
0.03% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
9,855
shares
|
$235,238
0.3% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Port Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,839
shares
|
$234,856
0.01% of portfolio
|
Q4 2024
Added 23.64%
|
|
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
Apr 10, 2025 Q1 2025 |
9,800
shares
|
$233,926
0.23% of portfolio
|
Q1 2025
Added 19.51%
|
|
|
Sather Financial Group Inc
|
May 07, 2025 Q1 2025 |
9,795
shares
|
$233,806
0.02% of portfolio
|
Q2 2024
Reduced 29.51%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
9,790
shares
|
$233,687
0.01% of portfolio
|
Q1 2025
Added 18.58%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
9,788
shares
|
$233,639
0.08% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
9,762
shares
|
$233,018
0.13% of portfolio
|
Q1 2025
Reduced 35.78%
|
|
|
Barton Investment Management
|
Apr 11, 2025 Q1 2025 |
9,748
shares
|
$232,684
0.03% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
9,743
shares
|
$232,565
0.31% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Feb 14, 2025 Q4 2024 |
9,735
shares
|
$232,374
0.13% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
9,721
shares
|
$232,040
0.08% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
9,717
shares
|
$231,944
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
9,715
shares
|
$231,897
0.11% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
9,710
shares
|
$231,777
0.08% of portfolio
|
Q4 2024
Reduced 25.28%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
9,704
shares
|
$231,634
0.01% of portfolio
|
Q4 2024
Reduced 16.32%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
9,678
shares
|
$231,013
0.22% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
9,641
shares
|
$230,130
0.1% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
9,641
shares
|
$230,130
0.3% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
9,640
shares
|
$230,106
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
9,631
shares
|
$229,891
0.07% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
9,591
shares
|
$228,937
0.09% of portfolio
|
Q1 2025
Reduced 25.41%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
9,585
shares
|
$228,793
0.02% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
9,568
shares
|
$228,388
0.14% of portfolio
|
Q1 2025
Reduced 0.62%
|