Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,361 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 $82.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
68,288
shares
|
$1.56 Million
0.06% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
68,040
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
67,926
shares
|
$1.55 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
67,833
shares
|
$1.55 Million
0.28% of portfolio
|
Q1 2025
Added 27.57%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
67,750
shares
|
$1.55 Million
1.06% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Sippican Capital Advisors
|
Apr 28, 2025 Q1 2025 |
67,627
shares
|
$1.54 Million
1.38% of portfolio
|
Q1 2025
Added 63.36%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
67,564
shares
|
$1.54 Million
0.07% of portfolio
|
Q1 2024
Reduced 7.94%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
67,536
shares
|
$1.54 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
67,376
shares
|
$1.54 Million
0.53% of portfolio
|
Q1 2023
Added 0.36%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
67,342
shares
|
$1.54 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
67,194
shares
|
$1.53 Million
0.09% of portfolio
|
Q1 2025
Reduced 11.19%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
May 13, 2025 Q1 2025 |
67,148
shares
|
$1.53 Million
0.4% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
May 12, 2025 Q1 2025 |
67,119
shares
|
$1.53 Million
0.74% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Cohen Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
67,037
shares
|
$1.53 Million
0.3% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
66,994
shares
|
$1.53 Million
0.57% of portfolio
|
Q1 2025
Reduced 34.23%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
66,858
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 96.34%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
66,850
shares
|
$1.53 Million
0.02% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
66,842
shares
|
$1.53 Million
0.49% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Tang Capital Management LLC
San Diego, CA |
May 15, 2025 Q1 2025 |
66,800
shares
|
$1.53 Million
0.11% of portfolio
|
Q1 2025
Added 55.68%
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
66,755
shares
|
$1.52 Million
0.72% of portfolio
|
Q1 2025
Reduced 70.43%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
May 14, 2025 Q1 2025 |
66,688
shares
|
$1.52 Million
0.03% of portfolio
|
Q1 2025
Added 17.64%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
66,609
shares
|
$1.52 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
66,453
shares
|
$1.52 Million
0.32% of portfolio
|
Q1 2025
Added 49.44%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
66,404
shares
|
$1.52 Million
0.08% of portfolio
|
Q3 2022
Added 172.47%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
66,400
shares
|
$1.52 Million
0.09% of portfolio
|
Q1 2025
Added 2.45%
|