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 |
|---|---|---|---|---|---|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
184,233
shares
|
$4.71 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Round Hill Asset Management
Pasadena, CA |
May 13, 2025 Q1 2025 |
183,270
shares
|
$4.68 Million
3.45% of portfolio
|
Q1 2025
Added 20.44%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
183,193
shares
|
$4.68 Million
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
182,241
shares
|
$4.66 Million
0.25% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
181,867
shares
|
$4.65 Million
0.1% of portfolio
|
Q1 2025
Added 14.18%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
181,091
shares
|
$4.63 Million
0.47% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
181,026
shares
|
$4.63 Million
0.17% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
180,956
shares
|
$4.63 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
180,305
shares
|
$4.61 Million
0.9% of portfolio
|
Q4 2022
Added 43.87%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
180,239
shares
|
$4.61 Million
0.07% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
180,112
shares
|
$4.6 Million
0.11% of portfolio
|
Q1 2025
Added 19.45%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
180,092
shares
|
$4.6 Million
0.15% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
179,711
shares
|
$4.59 Million
0.02% of portfolio
|
Q1 2025
Reduced 91.44%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
179,570
shares
|
$4.59 Million
0.89% of portfolio
|
Q1 2025
Added 30.61%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
179,151
shares
|
$4.58 Million
0.76% of portfolio
|
Q4 2022
Reduced 0.12%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
178,808
shares
|
$4.57 Million
1.57% of portfolio
|
Q1 2025
Added 11.25%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
178,526
shares
|
$4.56 Million
0.11% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
178,513
shares
|
$4.56 Million
0.15% of portfolio
|
Q1 2025
Added 31.68%
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
177,251
shares
|
$4.53 Million
0.12% of portfolio
|
Q1 2025
Reduced 43.03%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
176,834
shares
|
$4.52 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Cinctive Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
176,738
shares
|
$4.52 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
176,252
shares
|
$4.51 Million
0.38% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
175,799
shares
|
$4.49 Million
0.07% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
175,596
shares
|
$4.49 Million
0.81% of portfolio
|
Q1 2025
Added 18.51%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
May 06, 2025 Q1 2025 |
175,500
shares
|
$4.49 Million
0.33% of portfolio
|
Q1 2025
Reduced 23.03%
|