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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
3,147
shares
|
$75,118
0.02% of portfolio
|
Q4 2024
Reduced 26.51%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
3,141
shares
|
$74,975
0.03% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
3,122
shares
|
$74,522
0.03% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,118
shares
|
$74,426
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
3,112
shares
|
$74,283
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
3,079
shares
|
$73,495
0.02% of portfolio
|
Q4 2024
Reduced 73.35%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
3,035
shares
|
$72,445
0.07% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,015
shares
|
$71,968
0.06% of portfolio
|
Q4 2024
Reduced 58.66%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,991
shares
|
$71,395
0.01% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
2,989
shares
|
$71,347
0.01% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,971
shares
|
$70,917
0.0% of portfolio
|
Q4 2024
Reduced 54.29%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
2,871
shares
|
$68,530
0.02% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,864
shares
|
$68,363
0.02% of portfolio
|
Q3 2024
Reduced 46.48%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
2,850
shares
|
$68,029
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
2,850
shares
|
$68,029
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
2,823
shares
|
$67,385
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
2,789
shares
|
$66,573
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,784
shares
|
$66,454
0.03% of portfolio
|
Q4 2024
Reduced 28.93%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
2,781
shares
|
$66,382
0.05% of portfolio
|
Q4 2024
Reduced 72.41%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,759
shares
|
$65,857
0.04% of portfolio
|
Q1 2025
Reduced 18.59%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
2,757
shares
|
$65,809
0.06% of portfolio
|
Q1 2025
Added 117.26%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
2,747
shares
|
$65,570
0.14% of portfolio
|
Q3 2023
Added 0.18%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2,685
shares
|
$64,090
0.04% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
2,676
shares
|
$63,876
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lipe & Dalton
|
May 05, 2025 Q1 2025 |
2,659
shares
|
$63,470
0.04% of portfolio
|
Q4 2024
Added 17.71%
|