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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
66,347
shares
|
$1.51 Million
0.05% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
66,127
shares
|
$1.51 Million
0.21% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
66,019
shares
|
$1.51 Million
0.24% of portfolio
|
Q2 2023
Reduced 0.53%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
65,868
shares
|
$1.5 Million
0.18% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
65,713
shares
|
$1.5 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
65,593
shares
|
$1.5 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
65,591
shares
|
$1.5 Million
0.16% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
65,561
shares
|
$1.5 Million
0.76% of portfolio
|
Q1 2025
Added 14.04%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
65,395
shares
|
$1.49 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
65,388
shares
|
$1.49 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
65,183
shares
|
$1.49 Million
0.14% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
65,121
shares
|
$1.49 Million
0.09% of portfolio
|
Q1 2025
Added 24.1%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
65,087
shares
|
$1.49 Million
0.7% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
65,058
shares
|
$1.49 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Intrepid Family Office LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
65,000
shares
|
$1.48 Million
2.35% of portfolio
|
Q4 2024
Added 96.97%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
64,989
shares
|
$1.48 Million
0.56% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
64,739
shares
|
$1.48 Million
0.61% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
64,654
shares
|
$1.48 Million
0.12% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
64,646
shares
|
$1.48 Million
1.32% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
64,457
shares
|
$1.47 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
64,416
shares
|
$1.47 Million
0.04% of portfolio
|
Q2 2022
Reduced 1.18%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
64,409
shares
|
$1.47 Million
1.12% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
64,223
shares
|
$1.47 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
64,203
shares
|
$1.47 Million
0.18% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
64,031
shares
|
$1.46 Million
0.23% of portfolio
|
Q1 2025
Added 24.61%
|