Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,341 institutions that hold shares in the stock, with a total of 3.53 Billion shares, which have been reported (via 13F filing form) to have a value of $81.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
261,253
shares
|
$6.03 Million
1.57% of portfolio
|
Q1 2025
Added 176.56%
|
|
|
John G Ullman & Associates Inc
|
May 06, 2025 Q1 2025 |
261,167
shares
|
$6.03 Million
1.1% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
260,291
shares
|
$6.01 Million
0.33% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
260,263
shares
|
$6.01 Million
0.29% of portfolio
|
Q1 2025
Reduced 32.45%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
260,051
shares
|
$6 Million
0.16% of portfolio
|
Q1 2025
Added 22.69%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
259,725
shares
|
$6 Million
0.23% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
258,881
shares
|
$5.98 Million
0.47% of portfolio
|
Q4 2024
Reduced 21.48%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
258,550
shares
|
$5.97 Million
2.04% of portfolio
|
Q3 2023
Reduced 8.15%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
257,951
shares
|
$5.96 Million
0.37% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Nicholas Company, Inc.
|
May 08, 2025 Q1 2025 |
257,640
shares
|
$5.95 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
257,377
shares
|
$5.94 Million
1.12% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
May 09, 2025 Q1 2025 |
256,891
shares
|
$5.93 Million
19.04% of portfolio
|
Q1 2025
Added 1096.29%
|
|
|
Keystone Financial Planning, Inc.
|
Apr 09, 2025 Q1 2025 |
256,187
shares
|
$5.92 Million
2.01% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Addenda Capital Inc.
|
Apr 09, 2025 Q1 2025 |
255,713
shares
|
$5.9 Million
0.34% of portfolio
|
Q1 2025
Added 28.7%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
254,633
shares
|
$5.88 Million
2.9% of portfolio
|
Q4 2020
Added 100.83%
|
|
|
Knott David M Jr
Syosset, NY |
May 12, 2025 Q1 2025 |
254,537
shares
|
$5.88 Million
4.04% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Feb 13, 2025 Q4 2024 |
252,770
shares
|
$5.84 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
252,749
shares
|
$5.84 Million
0.06% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Center Book Partners LP
Greenwich, CT |
May 09, 2025 Q1 2025 |
252,141
shares
|
$5.82 Million
0.45% of portfolio
|
Q1 2025
Added 306.7%
|
|
|
Monte Financial Group, LLC
|
Apr 22, 2025 Q1 2025 |
252,067
shares
|
$5.82 Million
2.58% of portfolio
|
Q1 2025
Added 21.0%
|
|
|
River Road Asset Management, LLC
|
May 13, 2025 Q1 2025 |
250,546
shares
|
$5.79 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
249,606
shares
|
$5.76 Million
0.22% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
249,328
shares
|
$5.76 Million
0.05% of portfolio
|
Q1 2025
Added 25.69%
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
248,338
shares
|
$5.73 Million
0.17% of portfolio
|
Q1 2025
Added 29.34%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
247,400
shares
|
$5.71 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.16%
|