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 |
|---|---|---|---|---|---|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
136,608
shares
|
$3.49 Million
0.17% of portfolio
|
Q1 2025
Reduced 79.59%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
136,456
shares
|
$3.49 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Groupama Asset Managment
Paris, I0 |
May 14, 2025 Q1 2025 |
136,383
shares
|
$3.49 Million
0.07% of portfolio
|
Q1 2025
Reduced 40.46%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
136,149
shares
|
$3.48 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
136,138
shares
|
$3.48 Million
1.57% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
135,499
shares
|
$3.46 Million
0.07% of portfolio
|
Q2 2025
Added 58.87%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
135,405
shares
|
$3.46 Million
1.13% of portfolio
|
Q4 2022
Reduced 2.45%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
135,003
shares
|
$3.45 Million
0.11% of portfolio
|
Q1 2025
Added 23.64%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
134,919
shares
|
$3.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 32.98%
|
|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
134,247
shares
|
$3.43 Million
1.01% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
134,154
shares
|
$3.43 Million
0.26% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
134,003
shares
|
$3.43 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Strategic Planning, Inc.
Columbus, OH |
Jul 14, 2025 Q1 2025 |
133,345
shares
|
$3.41 Million
1.91% of portfolio
|
Q1 2025
New holding
|
|
|
Torray LLC
|
May 08, 2025 Q1 2025 |
133,144
shares
|
$3.4 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
133,120
shares
|
$3.4 Million
0.36% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
133,115
shares
|
$3.4 Million
0.31% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
132,650
shares
|
$3.39 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
132,478
shares
|
$3.39 Million
0.01% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
132,229
shares
|
$3.38 Million
0.37% of portfolio
|
Q1 2025
Added 23.82%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
132,187
shares
|
$3.38 Million
0.13% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
132,118
shares
|
$3.38 Million
1.69% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
131,736
shares
|
$3.37 Million
0.18% of portfolio
|
Q1 2025
Reduced 34.59%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
131,691
shares
|
$3.37 Million
0.1% of portfolio
|
Q4 2023
Reduced 15.9%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
131,382
shares
|
$3.36 Million
0.1% of portfolio
|
Q3 2024
Reduced 18.1%
|
|
|
Fred Alger Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
131,179
shares
|
$3.35 Million
0.02% of portfolio
|
Q1 2025
Added 12.69%
|