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 |
|---|---|---|---|---|---|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
175
shares
|
$4,177
0.0% of portfolio
|
Q4 2024
Reduced 82.14%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
172
shares
|
$4,105
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
171
shares
|
$4,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
170
shares
|
$4,057
0.0% of portfolio
|
Q3 2024
Reduced 22.73%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
163
shares
|
$3,890
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
150
shares
|
$3,580
0.0% of portfolio
|
Q3 2024
Reduced 66.96%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
150
shares
|
$3,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
143
shares
|
$3,413
0.21% of portfolio
|
Q1 2025
Reduced 14.88%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
124
shares
|
$2,959
0.0% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
119
shares
|
$2,840
0.0% of portfolio
|
Q1 2025
Added 466.67%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
118
shares
|
$2,816
0.0% of portfolio
|
Q1 2025
Added 2260.0%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
115
shares
|
$2,745
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
112
shares
|
$2,673
0.0% of portfolio
|
Q2 2023
Added 1.82%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
101
shares
|
$2,410
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$2,387
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
100
shares
|
$2,387
0.0% of portfolio
|
Q3 2024
Reduced 96.94%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
93
shares
|
$2,219
0.0% of portfolio
|
Q1 2025
Reduced 42.59%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
80
shares
|
$1,909
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
66
shares
|
$1,575
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
59
shares
|
$1,408
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
58
shares
|
$1,384
0.0% of portfolio
|
Q4 2024
Reduced 75.63%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
55
shares
|
$1,312
0.0% of portfolio
|
Q1 2025
Reduced 67.84%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
54
shares
|
$1,288
0.0% of portfolio
|
Q1 2025
Reduced 96.05%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
53
shares
|
$1,265
0.0% of portfolio
|
Q2 2024
Added 29.27%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
51
shares
|
$1,217
0.0% of portfolio
|
Q3 2024
Reduced 1.92%
|