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 |
|---|---|---|---|---|---|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
26,619
shares
|
$654,295
0.1% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
26,522
shares
|
$651,910
1.41% of portfolio
|
Q3 2023
Added 7.0%
|
|
|
Dcm Advisors, LLC
New York, NY |
May 19, 2025 Q1 2025 |
26,456
shares
|
$650,288
0.35% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
26,397
shares
|
$648,838
0.53% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
26,354
shares
|
$647,781
0.07% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
26,346
shares
|
$647,584
0.29% of portfolio
|
Q2 2025
Added 15.96%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
26,340
shares
|
$647,437
0.03% of portfolio
|
Q2 2025
Reduced 18.16%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
26,288
shares
|
$646,159
0.05% of portfolio
|
Q2 2025
Added 174.86%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
26,264
shares
|
$645,569
0.04% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
26,229
shares
|
$644,708
2.35% of portfolio
|
Q3 2022
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
26,178
shares
|
$643,455
0.66% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
26,120
shares
|
$642,029
0.1% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
26,077
shares
|
$640,972
0.08% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
26,041
shares
|
$640,087
0.1% of portfolio
|
Q1 2025
Reduced 26.08%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
26,032
shares
|
$639,866
0.02% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
26,032
shares
|
$639,866
0.03% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
25,947
shares
|
$637,777
0.05% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
25,918
shares
|
$637,064
0.17% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
25,911
shares
|
$636,892
0.02% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
25,844
shares
|
$635,245
0.33% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
25,831
shares
|
$634,925
0.14% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Orca Investment Management, LLC
|
May 07, 2025 Q1 2025 |
25,814
shares
|
$634,508
0.66% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
25,630
shares
|
$629,985
0.34% of portfolio
|
Q1 2025
Reduced 86.16%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
25,615
shares
|
$629,616
0.08% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
25,566
shares
|
$628,412
0.3% of portfolio
|
Q3 2022
Added 16.87%
|