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 |
|---|---|---|---|---|---|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
8,288
shares
|
$211,841
0.14% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
8,285
shares
|
$211,764
0.11% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
8,280
shares
|
$211,636
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
8,278
shares
|
$211,585
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Apr 29, 2025 Q1 2025 |
8,274
shares
|
$211,483
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
8,273
shares
|
$211,457
0.03% of portfolio
|
Q1 2025
Reduced 24.67%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
8,262
shares
|
$211,176
0.01% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Bank Of Nova Scotia Trust CO
|
May 09, 2025 Q1 2025 |
8,249
shares
|
$210,844
0.02% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
8,248
shares
|
$210,818
0.17% of portfolio
|
Q1 2025
Reduced 19.34%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
8,226
shares
|
$210,256
0.32% of portfolio
|
Q2 2022
Reduced 52.29%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
8,216
shares
|
$210,000
0.02% of portfolio
|
Q1 2025
Reduced 12.01%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
8,216
shares
|
$210,000
0.23% of portfolio
|
Q1 2025
Reduced 22.92%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
8,209
shares
|
$209,822
0.08% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
8,158
shares
|
$208,518
0.02% of portfolio
|
Q3 2024
Reduced 22.0%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
8,110
shares
|
$207,291
0.13% of portfolio
|
Q1 2025
Added 1522.0%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
8,098
shares
|
$206,984
0.04% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
8,078
shares
|
$206,473
0.08% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
8,068
shares
|
$206,218
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Apr 23, 2025 Q1 2025 |
8,047
shares
|
$205,681
0.21% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
8,044
shares
|
$205,604
0.11% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
8,030
shares
|
$205,246
0.03% of portfolio
|
Q4 2024
Reduced 39.62%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
8,003
shares
|
$204,556
3.95% of portfolio
|
Q1 2025
Reduced 13.97%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
7,997
shares
|
$204,403
0.42% of portfolio
|
Q3 2023
Added 0.81%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
7,995
shares
|
$204,352
0.1% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
7,995
shares
|
$204,352
0.01% of portfolio
|
Q1 2025
Reduced 32.55%
|