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 |
|---|---|---|---|---|---|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
334
shares
|
$7,972
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
320
shares
|
$7,638
0.0% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
319
shares
|
$7,614
0.0% of portfolio
|
Q3 2024
Reduced 47.88%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
315
shares
|
$7,519
0.01% of portfolio
|
Q1 2023
Reduced 85.35%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
305
shares
|
$7,280
0.01% of portfolio
|
Q4 2024
Reduced 36.46%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
305
shares
|
$7,280
0.01% of portfolio
|
Q4 2024
Reduced 36.46%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
302
shares
|
$7,208
0.0% of portfolio
|
Q3 2024
Added 112.68%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
300
shares
|
$7,161
0.0% of portfolio
|
Q1 2023
Reduced 52.0%
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
300
shares
|
$7,161
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
261
shares
|
$6,230
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
261
shares
|
$6,230
0.01% of portfolio
|
Q1 2025
Reduced 12.71%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
250
shares
|
$5,967
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
238
shares
|
$5,681
0.0% of portfolio
|
Q1 2025
Added 1033.33%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
219
shares
|
$5,227
0.0% of portfolio
|
Q1 2025
Added 192.0%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
218
shares
|
$5,203
0.0% of portfolio
|
Q1 2025
Added 1111.11%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
210
shares
|
$5,012
0.0% of portfolio
|
Q1 2025
Reduced 70.42%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
205
shares
|
$4,893
0.0% of portfolio
|
Q1 2024
Reduced 8.89%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
201
shares
|
$4,797
0.0% of portfolio
|
Q4 2024
Added 14.86%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
200
shares
|
$4,774
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
200
shares
|
$4,774
0.0% of portfolio
|
Q4 2022
Reduced 48.59%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
197
shares
|
$4,702
0.0% of portfolio
|
Q1 2025
Added 146.25%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
194
shares
|
$4,630
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
185
shares
|
$4,415
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
180
shares
|
$4,296
0.0% of portfolio
|
Q4 2024
Reduced 37.28%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
178
shares
|
$4,248
0.0% of portfolio
|
Q1 2025
Added 1.71%
|