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 |
|---|---|---|---|---|---|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
22,732
shares
|
$558,752
0.11% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
22,711
shares
|
$558,236
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
22,634
shares
|
$556,343
0.07% of portfolio
|
Q1 2025
Added 287.3%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
22,523
shares
|
$553,615
0.08% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
22,516
shares
|
$553,443
0.03% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
22,508
shares
|
$553,246
0.34% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
22,490
shares
|
$552,804
0.2% of portfolio
|
Q1 2025
Reduced 18.05%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
22,486
shares
|
$552,705
0.23% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
22,463
shares
|
$552,140
0.4% of portfolio
|
Q2 2024
Reduced 9.26%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
22,460
shares
|
$552,066
0.04% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
22,444
shares
|
$551,673
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
22,425
shares
|
$551,206
0.05% of portfolio
|
Q1 2025
Added 163.73%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
22,386
shares
|
$550,247
0.04% of portfolio
|
Q4 2023
Reduced 28.08%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
22,371
shares
|
$549,879
0.1% of portfolio
|
Q3 2024
Reduced 14.15%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
22,333
shares
|
$548,945
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
22,252
shares
|
$546,954
0.06% of portfolio
|
Q2 2025
Reduced 13.7%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
22,251
shares
|
$546,929
0.2% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
22,237
shares
|
$546,585
0.08% of portfolio
|
Q1 2025
Reduced 36.78%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
22,198
shares
|
$545,626
0.08% of portfolio
|
Q2 2023
Added 2.37%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
22,198
shares
|
$545,626
0.08% of portfolio
|
Q2 2023
Added 2.37%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
22,194
shares
|
$545,528
0.37% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
22,114
shares
|
$543,562
0.27% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
22,048
shares
|
$541,939
0.12% of portfolio
|
Q2 2023
Reduced 7.56%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
22,046
shares
|
$541,890
0.04% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
21,983
shares
|
$540,342
0.68% of portfolio
|
Q4 2023
Reduced 71.84%
|