Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,371 institutions that hold shares in the stock, with a total of 3.61 Billion shares, which have been reported (via 13F filing form) to have a value of $87.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
899
shares
|
$21,746
0.01% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
895
shares
|
$21,650
0.01% of portfolio
|
Q2 2022
Reduced 54.03%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
880
shares
|
$21,287
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
871
shares
|
$21,069
0.02% of portfolio
|
Q1 2025
Reduced 39.85%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
860
shares
|
$20,803
0.01% of portfolio
|
Q1 2025
Added 218.52%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
840
shares
|
$20,319
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
839
shares
|
$20,295
0.04% of portfolio
|
Q1 2025
Reduced 40.66%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
824
shares
|
$19,932
0.01% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
810
shares
|
$19,593
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
792
shares
|
$19,158
0.02% of portfolio
|
Q4 2022
Reduced 87.72%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
790
shares
|
$19,110
0.01% of portfolio
|
Q1 2025
Added 33.67%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
777
shares
|
$18,795
0.01% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
774
shares
|
$18,723
0.01% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
770
shares
|
$18,626
0.0% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
764
shares
|
$18,481
0.01% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
720
shares
|
$17,416
0.0% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
715
shares
|
$17,295
0.0% of portfolio
|
Q4 2024
Added 63.62%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
700
shares
|
$16,933
0.02% of portfolio
|
Q1 2025
Reduced 73.21%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
697
shares
|
$16,860
0.01% of portfolio
|
Q2 2023
Reduced 84.35%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
694
shares
|
$16,787
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
682
shares
|
$16,497
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
672
shares
|
$16,255
0.04% of portfolio
|
Q1 2022
Added 8.56%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
671
shares
|
$16,231
0.0% of portfolio
|
Q1 2025
Reduced 40.3%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
665
shares
|
$16,086
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
645
shares
|
$15,602
0.01% of portfolio
|
Q4 2024
New holding
|