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 |
|---|---|---|---|---|---|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
29,452
shares
|
$723,930
0.58% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
29,386
shares
|
$722,307
0.13% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
29,349
shares
|
$721,398
0.37% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
29,299
shares
|
$720,169
0.21% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
29,291
shares
|
$719,972
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
29,269
shares
|
$719,432
0.05% of portfolio
|
Q1 2025
Reduced 26.26%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
29,227
shares
|
$718,399
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
|
$717,908
0.35% of portfolio
|
Q1 2025
Added 16.52%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Apr 23, 2025 Q1 2025 |
29,185
shares
|
$717,367
0.82% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
29,163
shares
|
$716,826
0.06% of portfolio
|
Q1 2025
Reduced 9.36%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
29,142
shares
|
$716,310
0.03% of portfolio
|
Q1 2025
Reduced 19.79%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
29,127
shares
|
$715,941
0.03% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
29,055
shares
|
$714,171
0.37% of portfolio
|
Q2 2025
Added 75.41%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
28,890
shares
|
$710,116
0.11% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
28,800
shares
|
$707,904
0.06% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
28,797
shares
|
$707,830
0.13% of portfolio
|
Q2 2025
Added 56.09%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
28,727
shares
|
$706,109
0.02% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
28,679
shares
|
$704,929
0.15% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
28,666
shares
|
$704,610
0.14% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
28,656
shares
|
$704,364
0.06% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
28,589
shares
|
$702,717
0.11% of portfolio
|
Q2 2024
Added 79.61%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
28,588
shares
|
$702,693
0.22% of portfolio
|
Q2 2025
Added 26.56%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
28,575
shares
|
$702,373
0.07% of portfolio
|
Q1 2025
Added 21.65%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
28,555
shares
|
$701,881
0.03% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
28,507
shares
|
$700,702
0.23% of portfolio
|
Q1 2025
Added 17.78%
|