Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,356 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 $81.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
107,123
shares
|
$2.42 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
106,821
shares
|
$2.41 Million
0.34% of portfolio
|
Q3 2022
Added 4.08%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
106,802
shares
|
$2.41 Million
0.08% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Buckley Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
106,609
shares
|
$2.41 Million
0.86% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
106,570
shares
|
$2.41 Million
0.99% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
106,558
shares
|
$2.41 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
106,522
shares
|
$2.41 Million
0.02% of portfolio
|
Q1 2025
Reduced 48.81%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
106,161
shares
|
$2.4 Million
0.75% of portfolio
|
Q1 2025
Added 23.45%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
105,614
shares
|
$2.39 Million
0.05% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
105,610
shares
|
$2.39 Million
0.36% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
105,355
shares
|
$2.38 Million
0.11% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Woodstock Corp
|
Apr 09, 2025 Q1 2025 |
105,257
shares
|
$2.38 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
105,000
shares
|
$2.37 Million
0.63% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
104,585
shares
|
$2.36 Million
0.08% of portfolio
|
Q4 2024
Reduced 19.13%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
104,540
shares
|
$2.36 Million
1.2% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
104,496
shares
|
$2.36 Million
0.05% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
May 15, 2025 Q1 2025 |
104,455
shares
|
$2.36 Million
0.72% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
104,428
shares
|
$2.36 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
104,071
shares
|
$2.35 Million
0.12% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
103,832
shares
|
$2.35 Million
0.25% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
103,798
shares
|
$2.35 Million
0.19% of portfolio
|
Q2 2020
Added 4.5%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
103,791
shares
|
$2.35 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
103,711
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2023
Reduced 77.82%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 14, 2025 Q4 2024 |
103,382
shares
|
$2.34 Million
0.8% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
103,095
shares
|
$2.33 Million
1.67% of portfolio
|
Q1 2025
Reduced 22.05%
|