Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,361 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 $82.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
29,269
shares
|
$668,211
0.05% of portfolio
|
Q1 2025
Reduced 26.26%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
29,227
shares
|
$667,252
0.19% of portfolio
|
Q3 2022
Reduced 11.27%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
29,207
shares
|
$666,795
0.35% of portfolio
|
Q1 2025
Added 16.52%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Apr 23, 2025 Q1 2025 |
29,185
shares
|
$666,293
0.82% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
29,163
shares
|
$665,791
0.06% of portfolio
|
Q1 2025
Reduced 9.36%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
29,142
shares
|
$665,311
0.03% of portfolio
|
Q1 2025
Reduced 19.79%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
29,127
shares
|
$664,969
0.03% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
28,945
shares
|
$660,814
0.15% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
28,727
shares
|
$655,837
0.02% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
28,679
shares
|
$654,741
0.15% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
28,666
shares
|
$654,444
0.14% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
28,656
shares
|
$654,216
0.06% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
28,589
shares
|
$652,686
0.11% of portfolio
|
Q2 2024
Added 79.61%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
28,575
shares
|
$652,367
0.07% of portfolio
|
Q1 2025
Added 21.65%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
28,555
shares
|
$651,910
0.03% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
28,507
shares
|
$650,814
0.23% of portfolio
|
Q1 2025
Added 17.78%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Apr 23, 2025 Q1 2025 |
28,495
shares
|
$650,540
0.28% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
28,473
shares
|
$650,038
0.21% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
28,366
shares
|
$647,595
0.14% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
28,363
shares
|
$647,527
0.14% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
28,343
shares
|
$647,070
0.19% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
28,245
shares
|
$644,833
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
28,213
shares
|
$644,102
0.66% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Exeter Financial, LLC
|
Apr 04, 2025 Q1 2025 |
28,195
shares
|
$643,691
0.33% of portfolio
|
Q1 2025
Added 88.52%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
28,180
shares
|
$643,349
0.18% of portfolio
|
Q1 2025
Added 2.78%
|