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 |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
8,826
shares
|
$210,676
0.02% of portfolio
|
Q1 2025
Added 16.62%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Mar 12, 2025 Q4 2024 |
8,815
shares
|
$210,414
0.09% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
8,803
shares
|
$210,127
0.04% of portfolio
|
Q1 2024
Reduced 13.16%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
8,800
shares
|
$210,056
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Apr 09, 2025 Q1 2025 |
8,789
shares
|
$209,793
0.11% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
8,783
shares
|
$209,650
0.17% of portfolio
|
Q1 2024
Reduced 7.65%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
8,782
shares
|
$209,626
0.12% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
8,756
shares
|
$209,005
0.21% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Feb 14, 2025 Q4 2024 |
8,741
shares
|
$208,647
0.09% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
8,729
shares
|
$208,361
0.01% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
8,700
shares
|
$207,669
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
8,678
shares
|
$207,143
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
8,654
shares
|
$206,570
0.03% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
8,653
shares
|
$206,547
0.05% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
8,646
shares
|
$206,380
0.06% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
8,636
shares
|
$206,141
0.08% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
8,630
shares
|
$205,998
0.05% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
8,623
shares
|
$205,831
0.04% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Avity Investment Management Inc.
|
Apr 11, 2025 Q1 2025 |
8,622
shares
|
$205,807
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
Feb 06, 2025 Q4 2024 |
8,616
shares
|
$205,663
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
8,604
shares
|
$205,377
0.04% of portfolio
|
Q2 2021
Reduced 8.5%
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
8,595
shares
|
$205,162
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
8,566
shares
|
$204,470
0.05% of portfolio
|
Q4 2024
Reduced 20.32%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
8,545
shares
|
$203,969
0.11% of portfolio
|
Q2 2024
Added 12.81%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
8,545
shares
|
$203,969
0.15% of portfolio
|
Q2 2024
Reduced 65.17%
|