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 |
|---|---|---|---|---|---|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
20,512
shares
|
$519,979
0.05% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
20,504
shares
|
$519,776
0.24% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
20,503
shares
|
$519,751
0.11% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
20,469
shares
|
$518,889
0.41% of portfolio
|
Q2 2025
Reduced 92.03%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
20,448
shares
|
$518,356
0.09% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
20,429
shares
|
$517,875
0.11% of portfolio
|
Q4 2024
Reduced 94.62%
|
|
|
Tevis Investment Management
|
Apr 25, 2025 Q1 2025 |
20,400
shares
|
$517,140
0.38% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
20,400
shares
|
$517,140
0.05% of portfolio
|
Q1 2025
Reduced 38.75%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
20,334
shares
|
$515,466
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
20,328
shares
|
$515,314
0.28% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
20,267
shares
|
$513,768
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
20,252
shares
|
$513,388
0.34% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
20,198
shares
|
$512,019
0.03% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
20,135
shares
|
$510,422
0.11% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
20,066
shares
|
$508,673
0.09% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
20,052
shares
|
$508,318
0.05% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
20,028
shares
|
$507,709
0.03% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
19,956
shares
|
$505,884
0.16% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
19,874
shares
|
$503,805
0.09% of portfolio
|
Q1 2025
Added 13.46%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
19,850
shares
|
$503,197
0.21% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
19,810
shares
|
$502,183
0.18% of portfolio
|
Q1 2024
Reduced 3.65%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
19,779
shares
|
$501,397
0.37% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
19,741
shares
|
$500,434
0.11% of portfolio
|
Q2 2025
Reduced 21.54%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
19,719
shares
|
$499,876
0.22% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
19,713
shares
|
$499,724
0.36% of portfolio
|
Q4 2024
New holding
|