Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,368 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 |
|---|---|---|---|---|---|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
50,293
shares
|
$1.27 Million
0.13% of portfolio
|
Q1 2025
Added 22.4%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
50,269
shares
|
$1.27 Million
0.68% of portfolio
|
Q1 2025
Reduced 33.0%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
50,173
shares
|
$1.27 Million
0.16% of portfolio
|
Q3 2024
Reduced 71.06%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Apr 11, 2025 Q1 2025 |
50,161
shares
|
$1.27 Million
1.06% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
50,072
shares
|
$1.27 Million
0.66% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Edentree Asset Management LTD
London, X0 |
May 12, 2025 Q1 2025 |
50,000
shares
|
$1.27 Million
0.43% of portfolio
|
Q4 2023
Reduced 54.78%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
49,939
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
49,856
shares
|
$1.26 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
49,676
shares
|
$1.26 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
49,396
shares
|
$1.25 Million
0.06% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
49,161
shares
|
$1.25 Million
0.2% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
49,157
shares
|
$1.25 Million
0.12% of portfolio
|
Q1 2025
Reduced 31.0%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
49,152
shares
|
$1.25 Million
0.63% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
49,109
shares
|
$1.24 Million
0.26% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
Boit C F David
Boston, MA |
Apr 08, 2025 Q1 2025 |
49,103
shares
|
$1.24 Million
0.63% of portfolio
|
Q4 2023
Added 10.74%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
48,873
shares
|
$1.24 Million
0.24% of portfolio
|
Q4 2024
Added 57.83%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
48,726
shares
|
$1.24 Million
0.56% of portfolio
|
Q2 2025
Reduced 12.41%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
48,661
shares
|
$1.23 Million
0.2% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
48,575
shares
|
$1.23 Million
0.2% of portfolio
|
Q2 2025
Added 31.59%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
48,470
shares
|
$1.23 Million
0.65% of portfolio
|
Q4 2022
Added 113.88%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
48,447
shares
|
$1.23 Million
0.05% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
48,437
shares
|
$1.23 Million
0.41% of portfolio
|
Q1 2025
Added 17.1%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
48,349
shares
|
$1.23 Million
0.2% of portfolio
|
Q1 2025
Added 174.18%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
48,328
shares
|
$1.23 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
48,283
shares
|
$1.22 Million
0.06% of portfolio
|
Q1 2025
Reduced 22.75%
|