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 |
|---|---|---|---|---|---|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
9,582
shares
|
$244,915
0.12% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
9,568
shares
|
$244,558
0.14% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
9,564
shares
|
$244,455
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
9,564
shares
|
$244,455
0.09% of portfolio
|
Q1 2025
Reduced 14.4%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
9,544
shares
|
$243,944
0.04% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
9,534
shares
|
$243,689
0.02% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
9,513
shares
|
$243,152
0.03% of portfolio
|
Q1 2025
Reduced 12.82%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
9,506
shares
|
$242,973
0.03% of portfolio
|
Q1 2025
Reduced 11.18%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
9,471
shares
|
$242,078
0.04% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
9,461
shares
|
$241,823
0.1% of portfolio
|
Q4 2024
Reduced 13.93%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
9,442
shares
|
$241,337
0.14% of portfolio
|
Q1 2025
Reduced 37.26%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
9,420
shares
|
$240,775
0.2% of portfolio
|
Q1 2025
Reduced 29.23%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
9,416
shares
|
$240,672
0.0% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
9,397
shares
|
$240,187
0.23% of portfolio
|
Q1 2025
Reduced 59.42%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
9,395
shares
|
$240,136
0.04% of portfolio
|
Q3 2023
Added 34.31%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
9,394
shares
|
$240,110
0.01% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
9,380
shares
|
$239,752
0.08% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
9,372
shares
|
$239,548
0.03% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
9,354
shares
|
$239,088
0.14% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
9,350
shares
|
$238,986
0.05% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
9,346
shares
|
$238,883
0.04% of portfolio
|
Q2 2025
Reduced 37.26%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
9,346
shares
|
$238,883
0.15% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
9,345
shares
|
$238,858
0.13% of portfolio
|
Q1 2025
Added 969.22%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
9,334
shares
|
$238,577
0.05% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Eads & Heald Wealth Management
|
Apr 25, 2025 Q1 2025 |
9,325
shares
|
$238,347
0.12% of portfolio
|
Q1 2025
New holding
|