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 |
|---|---|---|---|---|---|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
42,740
shares
|
$1.05 Million
0.95% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
42,533
shares
|
$1.05 Million
0.18% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
42,488
shares
|
$1.04 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
42,415
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
42,399
shares
|
$1.04 Million
0.09% of portfolio
|
Q1 2025
Reduced 24.33%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
42,299
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2023
Reduced 6.39%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
May 07, 2025 Q1 2025 |
42,217
shares
|
$1.04 Million
0.82% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
42,170
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
42,153
shares
|
$1.04 Million
0.12% of portfolio
|
Q2 2025
Reduced 19.05%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
42,135
shares
|
$1.04 Million
1.38% of portfolio
|
Q2 2023
Reduced 3.39%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
42,116
shares
|
$1.04 Million
0.22% of portfolio
|
Q1 2025
Added 10.9%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
42,045
shares
|
$1.03 Million
0.08% of portfolio
|
Q1 2024
Reduced 3.87%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
41,910
shares
|
$1.03 Million
0.53% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
41,671
shares
|
$1.02 Million
0.17% of portfolio
|
Q1 2025
Added 15.71%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
41,600
shares
|
$1.02 Million
0.77% of portfolio
|
Q4 2021
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
41,473
shares
|
$1.02 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
41,457
shares
|
$1.02 Million
0.59% of portfolio
|
Q1 2025
Reduced 12.68%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
41,431
shares
|
$1.02 Million
0.21% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Violich Capital Management, Inc.
|
May 02, 2025 Q1 2025 |
41,237
shares
|
$1.01 Million
0.14% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
41,077
shares
|
$1.01 Million
0.1% of portfolio
|
Q1 2025
Added 38.74%
|
|
|
Adar1 Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
41,050
shares
|
$1.01 Million
0.19% of portfolio
|
Q1 2025
Added 17.12%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
41,033
shares
|
$1.01 Million
0.09% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
40,995
shares
|
$1.01 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Perkins Capital Management Inc
|
May 07, 2025 Q1 2025 |
40,834
shares
|
$1 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
40,797
shares
|
$1 Million
0.04% of portfolio
|
Q4 2024
Reduced 29.92%
|