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 |
|---|---|---|---|---|---|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
25,515
shares
|
$627,158
0.17% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
25,433
shares
|
$625,143
0.18% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
25,402
shares
|
$624,381
0.14% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
25,402
shares
|
$624,381
0.13% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
25,334
shares
|
$622,709
0.11% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
25,298
shares
|
$621,824
0.15% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
25,278
shares
|
$621,333
0.23% of portfolio
|
Q2 2025
Added 105.06%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
25,246
shares
|
$620,546
0.28% of portfolio
|
Q1 2025
Added 108.61%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
25,241
shares
|
$620,423
0.08% of portfolio
|
Q2 2025
Added 53.82%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
25,207
shares
|
$619,588
0.17% of portfolio
|
Q4 2024
Reduced 10.76%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
25,192
shares
|
$619,219
0.03% of portfolio
|
Q2 2025
Reduced 15.26%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
25,167
shares
|
$618,604
0.09% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
25,162
shares
|
$618,481
0.63% of portfolio
|
Q1 2025
Added 54.26%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
25,148
shares
|
$618,137
0.21% of portfolio
|
Q1 2025
Added 60.91%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
25,086
shares
|
$616,613
0.07% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
25,035
shares
|
$615,360
0.08% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
25,031
shares
|
$615,261
0.06% of portfolio
|
Q1 2025
Reduced 20.13%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
25,025
shares
|
$615,114
0.07% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
25,000
shares
|
$614,500
0.46% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
24,958
shares
|
$613,467
0.12% of portfolio
|
Q2 2025
Added 41.65%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
24,943
shares
|
$613,098
0.31% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
24,934
shares
|
$612,877
0.51% of portfolio
|
Q2 2022
Added 15.91%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
24,932
shares
|
$612,828
0.08% of portfolio
|
Q1 2025
Added 74.5%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
24,924
shares
|
$612,631
0.06% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
24,922
shares
|
$612,582
0.07% of portfolio
|
Q1 2025
Added 0.01%
|