Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,366 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 |
|---|---|---|---|---|---|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
16,910
shares
|
$428,668
0.26% of portfolio
|
Q1 2025
Added 25.59%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
16,866
shares
|
$427,553
0.18% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
16,809
shares
|
$426,108
0.04% of portfolio
|
Q1 2025
Added 15.94%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
16,782
shares
|
$425,423
0.02% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
16,780
shares
|
$425,373
0.1% of portfolio
|
Q1 2025
Added 11.65%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
16,755
shares
|
$424,739
0.03% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
16,755
shares
|
$424,739
0.1% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
16,713
shares
|
$423,674
0.27% of portfolio
|
Q1 2025
Reduced 24.57%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
16,705
shares
|
$423,471
0.09% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Orion Investment CO
St. Louis, MO |
May 14, 2025 Q1 2025 |
16,700
shares
|
$423,345
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Apr 23, 2025 Q1 2025 |
16,687
shares
|
$423,015
0.09% of portfolio
|
Q1 2025
Reduced 36.17%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
16,684
shares
|
$422,939
0.17% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
16,678
shares
|
$422,787
0.04% of portfolio
|
Q1 2025
Reduced 14.92%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
May 15, 2025 Q1 2025 |
16,600
shares
|
$420,810
0.05% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
16,599
shares
|
$420,784
0.16% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Woodward Diversified Capital, LLC
|
May 02, 2025 Q1 2025 |
16,564
shares
|
$419,897
0.31% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
16,557
shares
|
$419,719
0.06% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Signature Wealth Management Partners, LLC
|
May 08, 2025 Q1 2025 |
16,529
shares
|
$419,010
0.28% of portfolio
|
Q1 2025
Added 113.86%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
16,509
shares
|
$418,503
0.09% of portfolio
|
Q1 2025
Added 19.1%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
16,509
shares
|
$418,503
0.24% of portfolio
|
Q1 2025
Reduced 10.79%
|
|
|
American Alpha Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
16,504
shares
|
$418,376
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Apr 30, 2025 Q1 2025 |
16,485
shares
|
$417,894
0.45% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
16,475
shares
|
$417,641
0.32% of portfolio
|
Q1 2025
Added 23.87%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
16,461
shares
|
$417,286
0.38% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
16,460
shares
|
$417,261
0.06% of portfolio
|
Q1 2025
Reduced 12.29%
|