Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,367 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 $88.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
44,785
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2025
Added 16.79%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
44,782
shares
|
$1.1 Million
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
44,695
shares
|
$1.1 Million
0.28% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
44,695
shares
|
$1.1 Million
0.23% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
44,473
shares
|
$1.09 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
44,467
shares
|
$1.09 Million
0.06% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
44,380
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
44,342
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2025
Added 162.77%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
44,340
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
44,228
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
Added 32.87%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
44,130
shares
|
$1.08 Million
0.11% of portfolio
|
Q1 2025
Reduced 15.6%
|
|
|
Tsp Capital Management Group, LLC
|
May 15, 2025 Q1 2025 |
44,100
shares
|
$1.08 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
43,996
shares
|
$1.08 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
43,881
shares
|
$1.08 Million
0.08% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
43,815
shares
|
$1.08 Million
0.29% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
43,700
shares
|
$1.07 Million
0.62% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Lgt Fund Management CO Ltd.
|
May 13, 2025 Q1 2025 |
43,550
shares
|
$1.07 Million
0.1% of portfolio
|
Q1 2025
Reduced 58.74%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
43,529
shares
|
$1.07 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
43,216
shares
|
$1.06 Million
0.27% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
43,163
shares
|
$1.06 Million
0.08% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
43,133
shares
|
$1.06 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
43,124
shares
|
$1.06 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
42,997
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2024
Added 157.16%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
42,991
shares
|
$1.06 Million
0.12% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
42,876
shares
|
$1.05 Million
0.34% of portfolio
|
Q1 2025
Added 4.59%
|