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 |
---|---|---|---|---|---|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,843
shares
|
$226,027
0.14% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
8,833
shares
|
$225,771
0.15% of portfolio
|
Q1 2025
Added 5.65%
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
8,830
shares
|
$225,694
0.03% of portfolio
|
Q1 2025
Added 16.97%
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
8,815
shares
|
$225,311
0.1% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
8,803
shares
|
$225,004
0.04% of portfolio
|
Q1 2024
Reduced 13.16%
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
8,800
shares
|
$224,928
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
8,795
shares
|
$224,800
0.02% of portfolio
|
Q1 2025
Reduced 36.57%
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
8,783
shares
|
$224,493
0.17% of portfolio
|
Q1 2024
Reduced 7.65%
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
8,762
shares
|
$223,956
0.07% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
8,756
shares
|
$223,803
0.21% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
8,750
shares
|
$223,650
0.17% of portfolio
|
Q1 2025
New holding
|
|
East Coast Asset Management, Llc.
Essex, MA |
May 15, 2025 Q1 2025 |
8,741
shares
|
$223,419
0.09% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
8,741
shares
|
$223,419
0.09% of portfolio
|
Q1 2025
Added 0.73%
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
8,740
shares
|
$223,394
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
8,712
shares
|
$222,678
0.03% of portfolio
|
Q2 2025
New holding
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
8,654
shares
|
$221,196
0.03% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
8,653
shares
|
$221,170
0.05% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
May 13, 2025 Q1 2025 |
8,651
shares
|
$221,119
0.25% of portfolio
|
Q1 2025
Reduced 41.95%
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
8,646
shares
|
$220,991
0.06% of portfolio
|
Q1 2025
Added 0.71%
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
8,636
shares
|
$220,736
0.02% of portfolio
|
Q1 2025
New holding
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
8,623
shares
|
$220,403
0.04% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
8,615
shares
|
$220,199
0.13% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
May 13, 2025 Q1 2025 |
8,606
shares
|
$219,969
0.07% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
8,604
shares
|
$219,918
0.04% of portfolio
|
Q2 2021
Reduced 8.5%
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
8,577
shares
|
$219,228
0.2% of portfolio
|
Q2 2025
Reduced 33.92%
|