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 |
|---|---|---|---|---|---|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
28,440
shares
|
$699,055
0.21% of portfolio
|
Q2 2025
Reduced 17.63%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
28,373
shares
|
$697,408
0.03% of portfolio
|
Q2 2025
Added 19.82%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
28,366
shares
|
$697,236
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
|
$697,162
0.14% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
28,343
shares
|
$696,670
0.19% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
28,245
shares
|
$694,262
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
28,213
shares
|
$693,475
0.66% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
28,180
shares
|
$692,664
0.18% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
28,171
shares
|
$692,443
0.23% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
28,170
shares
|
$692,418
0.44% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
28,127
shares
|
$691,361
0.27% of portfolio
|
Q1 2025
Reduced 29.35%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
28,022
shares
|
$688,780
0.36% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
28,012
shares
|
$688,534
0.72% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
27,998
shares
|
$688,190
0.03% of portfolio
|
Q4 2024
Reduced 24.37%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
27,995
shares
|
$688,117
0.04% of portfolio
|
Q1 2025
Reduced 21.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
27,911
shares
|
$686,052
0.36% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
27,907
shares
|
$685,954
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
27,882
shares
|
$685,339
0.02% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
27,859
shares
|
$684,774
0.67% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
27,854
shares
|
$684,651
0.0% of portfolio
|
Q3 2024
Added 25.33%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
27,727
shares
|
$681,529
0.28% of portfolio
|
Q3 2022
Added 3.14%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
27,698
shares
|
$680,816
0.13% of portfolio
|
Q4 2022
Added 0.58%
|
|
|
Todd Asset Management LLC
|
May 12, 2025 Q1 2025 |
27,653
shares
|
$679,710
0.02% of portfolio
|
Q1 2025
Added 17.02%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
27,589
shares
|
$678,137
0.02% of portfolio
|
Q1 2025
Reduced 41.0%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
27,587
shares
|
$678,088
0.09% of portfolio
|
Q1 2025
Reduced 9.19%
|