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 |
|---|---|---|---|---|---|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
28,171
shares
|
$643,143
0.23% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
28,170
shares
|
$643,121
0.44% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
28,127
shares
|
$642,139
0.27% of portfolio
|
Q1 2025
Reduced 29.35%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
27,998
shares
|
$639,194
0.03% of portfolio
|
Q4 2024
Reduced 24.37%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
27,995
shares
|
$639,125
0.04% of portfolio
|
Q1 2025
Reduced 21.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
27,911
shares
|
$637,208
0.36% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
27,890
shares
|
$636,728
0.12% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
27,882
shares
|
$636,546
0.02% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
27,869
shares
|
$636,249
0.03% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
27,859
shares
|
$636,020
0.67% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
27,854
shares
|
$635,906
0.0% of portfolio
|
Q3 2024
Added 25.33%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
27,760
shares
|
$633,760
0.07% of portfolio
|
Q1 2025
Added 28.96%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
27,727
shares
|
$633,007
0.28% of portfolio
|
Q3 2022
Added 3.14%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
27,698
shares
|
$632,345
0.13% of portfolio
|
Q4 2022
Added 0.58%
|
|
|
Todd Asset Management LLC
|
May 12, 2025 Q1 2025 |
27,653
shares
|
$631,317
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
|
$629,856
0.02% of portfolio
|
Q1 2025
Reduced 41.0%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
27,587
shares
|
$629,811
0.09% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
27,542
shares
|
$628,783
0.15% of portfolio
|
Q1 2025
Added 86.65%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
27,460
shares
|
$626,911
0.1% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
27,428
shares
|
$626,181
0.02% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
27,389
shares
|
$625,290
0.07% of portfolio
|
Q3 2022
Reduced 25.23%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
27,379
shares
|
$625,062
0.18% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
27,350
shares
|
$624,400
0.09% of portfolio
|
Q1 2025
Reduced 32.1%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
27,317
shares
|
$623,647
0.17% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
27,281
shares
|
$622,825
0.11% of portfolio
|
Q1 2025
Added 0.37%
|