Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,356 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 $81.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
26,178
shares
|
$591,622
0.66% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
26,060
shares
|
$588,956
0.05% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
26,041
shares
|
$588,526
0.1% of portfolio
|
Q1 2025
Reduced 26.08%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
26,032
shares
|
$588,323
0.02% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
26,032
shares
|
$588,323
0.03% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Hall Laurie J Trustee
|
May 15, 2025 Q1 2025 |
25,948
shares
|
$586,424
0.24% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
25,947
shares
|
$586,402
0.05% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
25,911
shares
|
$585,588
0.02% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
25,844
shares
|
$584,074
0.33% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
25,831
shares
|
$583,780
0.14% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Orca Investment Management, LLC
|
May 07, 2025 Q1 2025 |
25,814
shares
|
$583,396
0.66% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
25,784
shares
|
$582,718
0.08% of portfolio
|
Q1 2025
Added 16.36%
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
25,668
shares
|
$580,096
0.28% of portfolio
|
Q1 2025
Added 132.9%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
25,630
shares
|
$579,238
0.34% of portfolio
|
Q1 2025
Reduced 86.16%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
25,610
shares
|
$578,786
0.33% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
25,566
shares
|
$577,791
0.3% of portfolio
|
Q3 2022
Added 16.87%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
25,515
shares
|
$576,639
0.17% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
25,433
shares
|
$574,785
0.18% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
25,402
shares
|
$574,085
0.14% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
25,402
shares
|
$574,085
0.13% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Feb 21, 2025 Q4 2024 |
25,379
shares
|
$573,565
3.79% of portfolio
|
Q4 2024
New holding
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
25,334
shares
|
$572,548
0.11% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
25,298
shares
|
$571,734
0.15% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Apr 07, 2025 Q1 2025 |
25,294
shares
|
$571,644
0.26% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
25,246
shares
|
$570,559
0.28% of portfolio
|
Q1 2025
Added 108.61%
|