Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,366 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 $91.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
57,382
shares
|
$1.45 Million
0.06% of portfolio
|
Q1 2025
Added 21.46%
|
|
|
Affinity Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
57,326
shares
|
$1.45 Million
1.19% of portfolio
|
Q1 2025
Added 25.51%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
57,235
shares
|
$1.45 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
56,946
shares
|
$1.44 Million
0.16% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
56,939
shares
|
$1.44 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
56,855
shares
|
$1.44 Million
0.26% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Donoghue Forlines LLC
|
May 12, 2025 Q1 2025 |
56,592
shares
|
$1.43 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
56,557
shares
|
$1.43 Million
0.23% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
56,502
shares
|
$1.43 Million
0.54% of portfolio
|
Q1 2025
Added 24.46%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
55,782
shares
|
$1.41 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
55,730
shares
|
$1.41 Million
0.27% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
55,554
shares
|
$1.41 Million
0.75% of portfolio
|
Q2 2022
Reduced 1.24%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
55,480
shares
|
$1.41 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
55,477
shares
|
$1.41 Million
0.44% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
55,466
shares
|
$1.41 Million
0.16% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
55,326
shares
|
$1.4 Million
0.03% of portfolio
|
Q1 2025
Added 15.82%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
55,318
shares
|
$1.4 Million
0.21% of portfolio
|
Q1 2025
Reduced 12.17%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
55,295
shares
|
$1.4 Million
0.08% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
55,250
shares
|
$1.4 Million
0.53% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
55,214
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
55,065
shares
|
$1.4 Million
0.24% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
55,057
shares
|
$1.4 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
55,047
shares
|
$1.4 Million
0.58% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
54,934
shares
|
$1.39 Million
0.33% of portfolio
|
Q2 2023
Added 3.39%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
54,720
shares
|
$1.39 Million
0.59% of portfolio
|
Q1 2025
Added 10.17%
|