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 |
|---|---|---|---|---|---|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
7,955
shares
|
$203,329
0.11% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
7,951
shares
|
$203,227
0.05% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
7,946
shares
|
$203,099
0.19% of portfolio
|
Q2 2025
Reduced 30.46%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
7,918
shares
|
$202,384
0.16% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
7,917
shares
|
$202,358
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
7,915
shares
|
$202,307
0.02% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
7,913
shares
|
$202,256
0.07% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
7,911
shares
|
$202,205
0.19% of portfolio
|
Q1 2025
Reduced 23.94%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
7,906
shares
|
$202,077
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
7,901
shares
|
$201,949
0.03% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
7,900
shares
|
$201,924
0.27% of portfolio
|
Q1 2025
Reduced 43.97%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
7,895
shares
|
$201,796
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
7,843
shares
|
$200,467
0.32% of portfolio
|
Q1 2024
Reduced 57.41%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
7,816
shares
|
$199,776
0.02% of portfolio
|
Q2 2025
Reduced 76.52%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
7,809
shares
|
$199,598
0.14% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
7,791
shares
|
$199,137
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
7,734
shares
|
$197,681
0.01% of portfolio
|
Q1 2025
Reduced 19.02%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
7,691
shares
|
$196,581
0.12% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
7,649
shares
|
$195,508
0.07% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
7,627
shares
|
$194,946
0.0% of portfolio
|
Q1 2025
Reduced 67.43%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
7,581
shares
|
$193,770
0.08% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
7,513
shares
|
$192,032
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
7,497
shares
|
$191,623
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
7,087
shares
|
$181,143
0.09% of portfolio
|
Q3 2023
Reduced 0.3%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,074
shares
|
$180,811
0.09% of portfolio
|
Q4 2023
Reduced 11.01%
|