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 |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
860
shares
|
$20,528
0.01% of portfolio
|
Q1 2025
Added 218.52%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
840
shares
|
$20,050
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
839
shares
|
$20,026
0.04% of portfolio
|
Q1 2025
Reduced 40.66%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
824
shares
|
$19,668
0.01% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
810
shares
|
$19,334
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
800
shares
|
$19,096
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
792
shares
|
$18,905
0.02% of portfolio
|
Q4 2022
Reduced 87.72%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
777
shares
|
$18,546
0.01% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
774
shares
|
$18,475
0.01% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
767
shares
|
$18,308
0.0% of portfolio
|
Q4 2024
Reduced 38.84%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
764
shares
|
$18,236
0.01% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Vega Investment Solutions
Paris, I0 |
Feb 18, 2025 Q4 2024 |
722
shares
|
$17,234
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
720
shares
|
$17,186
0.0% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
715
shares
|
$17,067
0.0% of portfolio
|
Q4 2024
Added 63.62%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
697
shares
|
$16,637
0.01% of portfolio
|
Q2 2023
Reduced 84.35%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
694
shares
|
$16,565
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
682
shares
|
$16,279
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
672
shares
|
$16,040
0.04% of portfolio
|
Q1 2022
Added 8.56%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
671
shares
|
$16,016
0.0% of portfolio
|
Q1 2025
Reduced 40.3%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
645
shares
|
$15,396
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
625
shares
|
$14,918
0.01% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
617
shares
|
$14,727
0.0% of portfolio
|
Q4 2024
Added 24.9%
|
|
|
Goodman Advisory Group, LLC
|
Apr 24, 2025 Q1 2025 |
614
shares
|
$14,656
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
602
shares
|
$14,369
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
600
shares
|
$14,322
0.01% of portfolio
|
Q1 2025
New holding
|