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 |
|---|---|---|---|---|---|
|
Challenger Wealth Management
Aliso Viejo, CA |
Feb 21, 2025 Q4 2024 |
7,925
shares
|
$189,169
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
7,920
shares
|
$189,050
0.02% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
7,917
shares
|
$188,978
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
7,915
shares
|
$188,931
0.02% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
7,913
shares
|
$188,883
0.07% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
7,911
shares
|
$188,835
0.19% of portfolio
|
Q1 2025
Reduced 23.94%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
7,906
shares
|
$188,716
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
7,901
shares
|
$188,596
0.03% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
7,856
shares
|
$187,522
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
7,843
shares
|
$187,212
0.32% of portfolio
|
Q1 2024
Reduced 57.41%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
7,819
shares
|
$186,639
0.09% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
7,803
shares
|
$186,257
0.15% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
7,801
shares
|
$186,209
0.01% of portfolio
|
Q4 2024
Reduced 29.71%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
7,791
shares
|
$185,971
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Mar 12, 2025 Q4 2024 |
7,785
shares
|
$185,827
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
7,765
shares
|
$185,350
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
7,734
shares
|
$184,610
0.01% of portfolio
|
Q1 2025
Reduced 19.02%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
7,726
shares
|
$184,419
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
7,714
shares
|
$184,133
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
7,693
shares
|
$183,631
0.14% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
7,691
shares
|
$183,584
0.12% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
7,686
shares
|
$183,464
0.04% of portfolio
|
Q4 2024
Reduced 38.69%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
7,649
shares
|
$182,581
0.07% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
7,644
shares
|
$182,462
0.07% of portfolio
|
Q4 2024
Reduced 25.08%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
7,627
shares
|
$182,056
0.0% of portfolio
|
Q1 2025
Reduced 67.43%
|