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 |
|---|---|---|---|---|---|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
24,919
shares
|
$612,509
0.28% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
24,886
shares
|
$611,697
0.07% of portfolio
|
Q2 2025
Reduced 52.18%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
24,873
shares
|
$611,378
0.32% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
24,823
shares
|
$610,149
0.08% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
24,797
shares
|
$609,510
0.23% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
24,749
shares
|
$608,330
0.24% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
24,722
shares
|
$607,666
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
24,689
shares
|
$606,855
0.41% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
24,684
shares
|
$606,732
0.65% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
24,680
shares
|
$606,634
0.05% of portfolio
|
Q4 2024
Reduced 92.14%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
24,669
shares
|
$606,364
0.1% of portfolio
|
Q1 2025
Reduced 17.39%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
24,603
shares
|
$604,741
0.03% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
24,548
shares
|
$603,389
0.2% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
24,542
shares
|
$603,242
0.06% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
24,525
shares
|
$602,824
0.09% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
24,522
shares
|
$602,750
0.04% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
24,504
shares
|
$602,308
0.13% of portfolio
|
Q1 2025
Added 121.28%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
24,469
shares
|
$601,448
0.19% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
24,459
shares
|
$601,202
0.37% of portfolio
|
Q2 2022
Reduced 1.37%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
24,421
shares
|
$600,268
0.18% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
24,403
shares
|
$599,825
0.08% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
24,396
shares
|
$599,653
0.09% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Professional Advisory Services Inc
|
Jul 11, 2025 Q2 2025 |
24,392
shares
|
$599,555
0.08% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
24,378
shares
|
$599,211
0.16% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
24,365
shares
|
$598,891
0.75% of portfolio
|
Q3 2022
Reduced 6.24%
|