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 |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
24,634
shares
|
$556,728
0.21% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Professional Advisory Services Inc
|
Apr 14, 2025 Q1 2025 |
24,598
shares
|
$555,914
0.09% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
24,542
shares
|
$554,649
0.06% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
24,525
shares
|
$554,265
0.09% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
24,504
shares
|
$553,790
0.13% of portfolio
|
Q1 2025
Added 121.28%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
24,459
shares
|
$552,773
0.37% of portfolio
|
Q2 2022
Reduced 1.37%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
24,421
shares
|
$551,914
0.2% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
24,403
shares
|
$551,507
0.08% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
24,396
shares
|
$551,349
0.09% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
24,365
shares
|
$550,649
0.75% of portfolio
|
Q3 2022
Reduced 6.24%
|
|
|
Wright Investors Service Inc
|
Apr 09, 2025 Q1 2025 |
24,350
shares
|
$550,310
0.21% of portfolio
|
Q1 2025
Added 44.21%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
24,242
shares
|
$547,869
0.35% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
24,239
shares
|
$547,801
0.09% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
24,192
shares
|
$546,739
0.05% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
24,109
shares
|
$544,863
0.02% of portfolio
|
Q1 2025
Reduced 15.53%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
24,102
shares
|
$544,705
0.08% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
24,096
shares
|
$544,569
0.13% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
24,094
shares
|
$544,524
0.34% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
24,080
shares
|
$544,208
0.08% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
23,990
shares
|
$542,174
0.32% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Exchange Bank
Santa Rosa, CA |
Apr 15, 2025 Q1 2025 |
23,919
shares
|
$540,569
0.49% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
23,915
shares
|
$540,479
0.05% of portfolio
|
Q1 2025
Added 28.38%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
23,858
shares
|
$539,190
0.01% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
23,850
shares
|
$539,010
0.05% of portfolio
|
Q2 2024
Added 12.65%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
23,831
shares
|
$538,580
0.08% of portfolio
|
Q1 2025
Reduced 1.91%
|