Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,364 institutions that hold shares in the stock, with a total of 3.6 Billion shares, which have been reported (via 13F filing form) to have a value of $92.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
254,633
shares
|
$6.51 Million
2.9% of portfolio
|
Q4 2020
Added 100.83%
|
|
|
Knott David M Jr
Syosset, NY |
May 12, 2025 Q1 2025 |
254,537
shares
|
$6.51 Million
4.04% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
252,749
shares
|
$6.46 Million
0.06% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Center Book Partners LP
Greenwich, CT |
May 09, 2025 Q1 2025 |
252,141
shares
|
$6.44 Million
0.45% of portfolio
|
Q1 2025
Added 306.7%
|
|
|
Monte Financial Group, LLC
|
Apr 22, 2025 Q1 2025 |
252,067
shares
|
$6.44 Million
2.58% of portfolio
|
Q1 2025
Added 21.0%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
250,801
shares
|
$6.41 Million
0.34% of portfolio
|
Q1 2025
Added 300.97%
|
|
|
River Road Asset Management, LLC
|
May 13, 2025 Q1 2025 |
250,546
shares
|
$6.4 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
250,397
shares
|
$6.4 Million
3.45% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Moore Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
250,000
shares
|
$6.39 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
249,606
shares
|
$6.38 Million
0.22% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
249,328
shares
|
$6.37 Million
0.05% of portfolio
|
Q1 2025
Added 25.69%
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
248,338
shares
|
$6.35 Million
0.17% of portfolio
|
Q1 2025
Added 29.34%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
247,400
shares
|
$6.32 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
246,714
shares
|
$6.31 Million
0.08% of portfolio
|
Q1 2025
Reduced 42.93%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
244,678
shares
|
$6.25 Million
0.32% of portfolio
|
Q2 2023
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
244,619
shares
|
$6.25 Million
0.4% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
243,733
shares
|
$6.23 Million
0.28% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
243,291
shares
|
$6.22 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
242,292
shares
|
$6.19 Million
0.33% of portfolio
|
Q1 2025
Added 41.53%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
241,875
shares
|
$6.18 Million
0.89% of portfolio
|
Q2 2022
Added 9.15%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
May 15, 2025 Q1 2025 |
241,581
shares
|
$6.17 Million
3.22% of portfolio
|
Q1 2025
Reduced 24.5%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
241,418
shares
|
$6.17 Million
0.12% of portfolio
|
Q2 2024
Reduced 19.7%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
241,228
shares
|
$6.17 Million
0.11% of portfolio
|
Q4 2023
Reduced 3.67%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
240,518
shares
|
$6.15 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.57%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
239,359
shares
|
$6.12 Million
0.25% of portfolio
|
Q1 2025
Added 3.12%
|