Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,368 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 $91.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
21,189
shares
|
$537,141
0.08% of portfolio
|
Q1 2025
Added 44.13%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
21,140
shares
|
$535,899
0.24% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
21,103
shares
|
$534,961
2.15% of portfolio
|
Q3 2022
Reduced 4.95%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
21,079
shares
|
$534,352
0.22% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
21,042
shares
|
$533,414
0.09% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
21,020
shares
|
$532,857
0.12% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
21,013
shares
|
$532,679
0.22% of portfolio
|
Q4 2024
Reduced 34.59%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
20,973
shares
|
$531,665
0.18% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
20,934
shares
|
$530,676
0.04% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
20,928
shares
|
$530,524
0.09% of portfolio
|
Q2 2025
Added 44.36%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
20,925
shares
|
$530,448
0.12% of portfolio
|
Q1 2025
Added 13.52%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
20,917
shares
|
$530,245
0.02% of portfolio
|
Q1 2025
Reduced 15.16%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
20,905
shares
|
$529,941
0.55% of portfolio
|
Q2 2022
Added 0.16%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
20,905
shares
|
$529,941
0.4% of portfolio
|
Q2 2025
Reduced 12.6%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
20,816
shares
|
$527,685
0.31% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
20,805
shares
|
$527,406
0.03% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
Home Federal Bank Of Tennessee
|
Jul 15, 2025 Q2 2025 |
20,758
shares
|
$526,215
0.14% of portfolio
|
Q2 2025
Reduced 21.77%
|
|
|
Forefront Wealth Management Inc.
|
Apr 17, 2025 Q1 2025 |
20,738
shares
|
$525,708
0.55% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
20,719
shares
|
$525,226
0.29% of portfolio
|
Q1 2024
Reduced 6.05%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
20,715
shares
|
$525,125
0.31% of portfolio
|
Q1 2025
Reduced 27.67%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
20,713
shares
|
$525,074
0.14% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
20,693
shares
|
$524,567
0.07% of portfolio
|
Q1 2025
Added 26.35%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
20,680
shares
|
$524,238
0.43% of portfolio
|
Q2 2025
Added 76.15%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
May 09, 2025 Q1 2025 |
20,616
shares
|
$522,615
0.06% of portfolio
|
Q1 2025
Reduced 28.5%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
20,529
shares
|
$520,410
0.18% of portfolio
|
Q2 2023
Reduced 3.91%
|