Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,364 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 $92.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
13,102
shares
|
$334,887
0.15% of portfolio
|
Q1 2025
Added 10.55%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
13,051
shares
|
$333,583
0.21% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
13,044
shares
|
$333,404
0.09% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
13,028
shares
|
$332,995
0.17% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
13,021
shares
|
$332,816
0.1% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
13,019
shares
|
$332,765
0.18% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
13,013
shares
|
$332,612
0.21% of portfolio
|
Q1 2025
Reduced 12.41%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
13,004
shares
|
$332,382
0.03% of portfolio
|
Q1 2025
Reduced 14.69%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
12,968
shares
|
$331,462
0.02% of portfolio
|
Q1 2025
Reduced 37.16%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
12,933
shares
|
$330,567
0.25% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
12,909
shares
|
$329,954
0.07% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
12,899
shares
|
$329,698
0.08% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
12,899
shares
|
$329,698
0.19% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
12,898
shares
|
$329,672
0.19% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
12,881
shares
|
$329,238
0.04% of portfolio
|
Q4 2023
Reduced 21.89%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
12,878
shares
|
$329,161
0.04% of portfolio
|
Q1 2025
Added 15.15%
|
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
12,862
shares
|
$328,752
0.21% of portfolio
|
Q1 2025
Added 10.9%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
12,836
shares
|
$328,088
0.08% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
12,817
shares
|
$327,602
0.01% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
12,809
shares
|
$327,398
0.06% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,809
shares
|
$327,398
0.09% of portfolio
|
Q1 2024
Reduced 11.36%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
12,787
shares
|
$326,835
0.55% of portfolio
|
Q2 2022
New holding
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
12,764
shares
|
$326,247
0.22% of portfolio
|
Q1 2025
Reduced 22.92%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
12,731
shares
|
$325,404
0.07% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
12,712
shares
|
$324,918
0.15% of portfolio
|
Q1 2025
Added 0.25%
|