Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,341 institutions that hold shares in the stock, with a total of 3.53 Billion shares, which have been reported (via 13F filing form) to have a value of $81.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aaron Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
17,419
shares
|
$402,204
0.05% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Feb 14, 2025 Q4 2024 |
17,411
shares
|
$402,019
0.22% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
17,386
shares
|
$401,442
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
17,380
shares
|
$401,304
0.26% of portfolio
|
Q1 2025
Reduced 18.42%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
17,363
shares
|
$400,911
0.63% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
17,332
shares
|
$400,195
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
17,252
shares
|
$398,348
0.21% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
17,234
shares
|
$397,933
0.04% of portfolio
|
Q4 2024
Added 22.15%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
17,213
shares
|
$397,448
0.12% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
17,183
shares
|
$396,755
0.18% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
17,111
shares
|
$395,092
0.43% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
17,076
shares
|
$394,284
0.08% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
17,070
shares
|
$394,146
0.28% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
17,060
shares
|
$393,915
0.2% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
17,000
shares
|
$392,530
0.12% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Paradigm Capital Management Inc
|
Nov 14, 2024 Q3 2024 |
17,000
shares
|
$392,530
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
16,998
shares
|
$392,483
0.04% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
16,977
shares
|
$391,998
0.08% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
16,964
shares
|
$391,698
0.05% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
16,954
shares
|
$391,467
0.06% of portfolio
|
Q2 2024
Added 15.89%
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
16,945
shares
|
$391,260
0.14% of portfolio
|
Q1 2025
Reduced 33.26%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
16,942
shares
|
$391,190
0.13% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Miller Howard Investments Inc
|
Apr 28, 2025 Q1 2025 |
16,937
shares
|
$391,075
0.01% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
16,914
shares
|
$390,544
0.04% of portfolio
|
Q1 2025
Reduced 33.04%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
16,910
shares
|
$390,451
0.26% of portfolio
|
Q1 2025
Added 25.59%
|