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 |
|---|---|---|---|---|---|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
5,244
shares
|
$125,174
0.04% of portfolio
|
Q1 2023
Reduced 30.89%
|
|
|
Hoertkorn Richard Charles
|
Apr 24, 2025 Q1 2025 |
5,234
shares
|
$124,935
0.08% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
5,175
shares
|
$123,527
0.02% of portfolio
|
Q1 2025
Reduced 52.38%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
5,148
shares
|
$122,882
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
5,118
shares
|
$122,166
0.11% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
4,983
shares
|
$118,944
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
4,977
shares
|
$118,800
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
4,956
shares
|
$118,299
0.03% of portfolio
|
Q4 2024
Reduced 47.71%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
4,942
shares
|
$117,965
0.03% of portfolio
|
Q1 2025
Reduced 27.81%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
4,903
shares
|
$117,034
0.01% of portfolio
|
Q1 2025
Reduced 26.7%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
4,901
shares
|
$116,986
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
4,878
shares
|
$116,437
0.24% of portfolio
|
Q4 2024
Reduced 30.6%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,855
shares
|
$115,888
0.1% of portfolio
|
Q1 2023
Reduced 11.45%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
4,852
shares
|
$115,817
0.01% of portfolio
|
Q4 2024
Added 29.32%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
4,838
shares
|
$115,483
0.19% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
4,833
shares
|
$115,363
0.12% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
4,798
shares
|
$114,528
0.02% of portfolio
|
Q1 2025
Reduced 25.96%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
4,787
shares
|
$114,265
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
4,781
shares
|
$114,122
0.35% of portfolio
|
Q3 2022
Reduced 8.69%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
4,715
shares
|
$112,547
0.3% of portfolio
|
Q4 2021
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
4,638
shares
|
$110,709
0.07% of portfolio
|
Q4 2024
Reduced 30.13%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,616
shares
|
$110,183
0.18% of portfolio
|
Q2 2022
Reduced 1.7%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,580
shares
|
$109,324
0.09% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
4,512
shares
|
$107,701
0.03% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
4,512
shares
|
$107,701
0.03% of portfolio
|
Q1 2025
Reduced 2.63%
|