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 |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
14,469
shares
|
$334,089
0.02% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Norway Savings Bank
|
Apr 22, 2025 Q1 2025 |
14,464
shares
|
$333,973
0.21% of portfolio
|
Q1 2025
Reduced 9.87%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
14,453
shares
|
$333,719
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
14,423
shares
|
$333,027
0.06% of portfolio
|
Q1 2025
Reduced 39.02%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
14,418
shares
|
$332,911
0.04% of portfolio
|
Q4 2023
Reduced 0.92%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
14,366
shares
|
$331,710
0.03% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
14,325
shares
|
$330,764
0.15% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
14,309
shares
|
$330,394
0.11% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 12, 2025 Q4 2024 |
14,290
shares
|
$329,956
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
14,288
shares
|
$329,909
0.08% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
14,279
shares
|
$329,702
0.12% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
14,263
shares
|
$329,332
0.07% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
14,230
shares
|
$328,570
0.19% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
14,211
shares
|
$328,131
0.11% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
14,151
shares
|
$326,746
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
14,110
shares
|
$325,799
0.28% of portfolio
|
Q2 2023
Added 1.55%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
14,095
shares
|
$325,453
0.05% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
14,061
shares
|
$324,668
0.11% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
14,038
shares
|
$324,137
0.03% of portfolio
|
Q1 2025
Added 19.22%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
14,023
shares
|
$323,791
0.16% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
B&L Asset Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
14,014
shares
|
$323,583
0.24% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
14,000
shares
|
$323,260
0.07% of portfolio
|
Q1 2025
Reduced 29.73%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,000
shares
|
$323,260
0.06% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,969
shares
|
$322,544
0.03% of portfolio
|
Q3 2024
Added 32.17%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
13,946
shares
|
$322,013
0.05% of portfolio
|
Q1 2025
Reduced 13.25%
|