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 |
|---|---|---|---|---|---|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Apr 25, 2025 Q1 2025 |
16,459
shares
|
$417,235
0.31% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
16,449
shares
|
$416,982
0.27% of portfolio
|
Q1 2025
Added 21.28%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
16,417
shares
|
$416,170
0.04% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
16,414
shares
|
$416,094
0.42% of portfolio
|
Q1 2025
Reduced 24.5%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
16,401
shares
|
$415,765
0.08% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
16,376
shares
|
$415,131
0.01% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Defender Capital, Llc.
|
Apr 28, 2025 Q1 2025 |
16,375
shares
|
$415,106
0.17% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
16,343
shares
|
$414,295
0.13% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
16,334
shares
|
$414,066
0.14% of portfolio
|
Q4 2024
Reduced 17.65%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
16,270
shares
|
$412,444
0.15% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
16,248
shares
|
$411,886
0.09% of portfolio
|
Q2 2025
Reduced 48.63%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
16,223
shares
|
$411,253
0.3% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Odey Holdings LTD
London, X0 |
Feb 14, 2023 Q4 2022 |
16,200
shares
|
$410,670
6.7% of portfolio
|
Q3 2022
New holding
|
|
|
Miller Howard Investments Inc
|
Jul 11, 2025 Q2 2025 |
16,194
shares
|
$410,517
0.01% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
May 14, 2025 Q1 2025 |
16,193
shares
|
$410,492
0.46% of portfolio
|
Q1 2025
Reduced 11.72%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
16,162
shares
|
$409,706
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
May 07, 2025 Q1 2025 |
16,160
shares
|
$409,656
0.3% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
16,148
shares
|
$409,351
0.04% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Zevin Asset Management LLC
|
May 06, 2025 Q1 2025 |
16,122
shares
|
$408,692
0.06% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
16,119
shares
|
$408,616
0.07% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
16,118
shares
|
$408,591
0.26% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
16,088
shares
|
$407,830
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
16,075
shares
|
$407,501
0.18% of portfolio
|
Q1 2023
Reduced 3.43%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
16,020
shares
|
$406,107
0.09% of portfolio
|
Q1 2025
Added 25.78%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
16,007
shares
|
$405,777
0.03% of portfolio
|
Q1 2025
Added 4.24%
|