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 |
|---|---|---|---|---|---|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
8,566
shares
|
$218,946
0.05% of portfolio
|
Q4 2024
Reduced 20.32%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
8,563
shares
|
$218,870
0.06% of portfolio
|
Q2 2025
Reduced 41.45%
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
8,551
shares
|
$218,563
0.07% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
8,545
shares
|
$218,410
0.15% of portfolio
|
Q2 2024
Reduced 65.17%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
8,538
shares
|
$218,231
0.03% of portfolio
|
Q1 2025
Reduced 16.15%
|
|
|
Edge Wealth Management LLC
|
Apr 10, 2025 Q1 2025 |
8,517
shares
|
$217,694
0.05% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Broyhill Asset Management
Charlotte, NC |
May 14, 2025 Q1 2025 |
8,500
shares
|
$217,260
0.18% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
8,489
shares
|
$216,978
0.02% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
8,477
shares
|
$216,672
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
8,435
shares
|
$215,598
0.08% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
8,435
shares
|
$215,598
0.1% of portfolio
|
Q1 2025
Reduced 43.17%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
8,432
shares
|
$215,521
0.1% of portfolio
|
Q1 2025
Added 76.22%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
8,429
shares
|
$215,445
0.04% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
8,422
shares
|
$215,266
0.07% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
8,396
shares
|
$214,601
0.09% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
8,394
shares
|
$214,550
0.1% of portfolio
|
Q1 2025
Reduced 53.98%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
8,375
shares
|
$214,065
0.01% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
8,372
shares
|
$213,988
0.05% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
8,371
shares
|
$213,962
0.07% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
8,368
shares
|
$213,886
0.03% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
8,358
shares
|
$213,630
0.0% of portfolio
|
Q1 2025
Added 49.33%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Apr 30, 2025 Q1 2025 |
8,349
shares
|
$213,400
0.11% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
8,347
shares
|
$213,349
0.03% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
8,326
shares
|
$212,812
0.04% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
8,300
shares
|
$212,148
0.04% of portfolio
|
Q1 2025
Reduced 61.4%
|