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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
38,045
shares
|
$935,146
0.07% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
38,021
shares
|
$934,556
0.15% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
37,995
shares
|
$933,917
0.19% of portfolio
|
Q2 2025
Reduced 14.78%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
37,982
shares
|
$933,597
0.26% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
37,963
shares
|
$933,130
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
37,939
shares
|
$932,540
0.17% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
37,878
shares
|
$931,041
0.15% of portfolio
|
Q1 2025
Reduced 15.05%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
37,875
shares
|
$930,967
0.47% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
37,807
shares
|
$929,296
0.44% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
37,575
shares
|
$923,593
0.12% of portfolio
|
Q1 2025
Reduced 24.75%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
37,526
shares
|
$922,389
0.31% of portfolio
|
Q2 2025
Added 13.32%
|
|
|
Mass Ave Global Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
37,345
shares
|
$917,940
0.58% of portfolio
|
Q4 2022
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
37,277
shares
|
$916,268
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
37,176
shares
|
$913,786
0.23% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
37,148
shares
|
$913,097
0.64% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
37,066
shares
|
$911,082
0.1% of portfolio
|
Q1 2025
Reduced 42.95%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
37,001
shares
|
$909,484
0.27% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
36,973
shares
|
$908,796
0.1% of portfolio
|
Q2 2025
Added 18.0%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
36,924
shares
|
$907,591
0.25% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
36,774
shares
|
$903,904
0.13% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
36,750
shares
|
$903,314
0.11% of portfolio
|
Q4 2023
Reduced 27.22%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
36,742
shares
|
$903,118
0.06% of portfolio
|
Q1 2025
Added 85.88%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
36,685
shares
|
$901,717
0.39% of portfolio
|
Q1 2023
Reduced 30.75%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
36,577
shares
|
$899,062
0.1% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
May 13, 2025 Q1 2025 |
36,450
shares
|
$895,940
0.84% of portfolio
|
Q1 2025
Added 28.73%
|