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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
594
shares
|
$14,178
0.01% of portfolio
|
Q3 2023
Reduced 50.04%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
591
shares
|
$14,107
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
588
shares
|
$14,035
0.04% of portfolio
|
Q3 2024
Added 77.11%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
580
shares
|
$13,844
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
544
shares
|
$12,985
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
544
shares
|
$12,985
0.01% of portfolio
|
Q4 2024
Added 173.37%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
517
shares
|
$12,340
0.01% of portfolio
|
Q1 2025
Reduced 69.43%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
500
shares
|
$11,935
0.01% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
492
shares
|
$11,744
0.0% of portfolio
|
Q4 2024
Reduced 88.59%
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
441
shares
|
$10,526
0.0% of portfolio
|
Q4 2024
Reduced 77.66%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
434
shares
|
$10,359
0.0% of portfolio
|
Q1 2025
Reduced 39.04%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
432
shares
|
$10,311
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
414
shares
|
$9,882
0.01% of portfolio
|
Q2 2024
Reduced 26.6%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
400
shares
|
$9,548
0.0% of portfolio
|
Q1 2025
Added 700.0%
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
400
shares
|
$9,548
0.0% of portfolio
|
Q2 2024
Reduced 28.44%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
400
shares
|
$9,548
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
398
shares
|
$9,500
0.0% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
396
shares
|
$9,452
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
380
shares
|
$9,070
0.01% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
378
shares
|
$9,022
0.01% of portfolio
|
Q1 2025
Added 41.04%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
363
shares
|
$8,664
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
358
shares
|
$8,545
0.0% of portfolio
|
Q1 2025
Reduced 21.83%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
350
shares
|
$8,354
0.01% of portfolio
|
Q1 2024
Reduced 46.15%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
346
shares
|
$8,259
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
337
shares
|
$8,044
0.01% of portfolio
|
Q1 2025
Reduced 35.69%
|