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 |
|---|---|---|---|---|---|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
12,709
shares
|
$324,842
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 27, 2025 Q1 2025 |
12,697
shares
|
$324,535
0.04% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Menard Financial Group LLC
Houston, TX |
May 08, 2025 Q1 2025 |
12,695
shares
|
$324,484
0.22% of portfolio
|
Q1 2025
Added 3155.13%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
12,670
shares
|
$323,845
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Apr 29, 2025 Q1 2025 |
12,637
shares
|
$323,001
0.31% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
12,618
shares
|
$322,516
0.19% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
12,608
shares
|
$322,260
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
12,583
shares
|
$321,621
0.07% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
12,577
shares
|
$321,468
0.22% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
12,571
shares
|
$321,314
0.63% of portfolio
|
Q3 2022
New holding
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
12,560
shares
|
$321,033
0.09% of portfolio
|
Q4 2024
Added 30.37%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
12,550
shares
|
$320,778
0.01% of portfolio
|
Q1 2025
Reduced 14.41%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
12,542
shares
|
$320,573
0.33% of portfolio
|
Q2 2022
Added 112.25%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
12,524
shares
|
$320,113
0.05% of portfolio
|
Q1 2025
Added 29.14%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
12,512
shares
|
$319,806
0.03% of portfolio
|
Q1 2025
Reduced 72.12%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
12,506
shares
|
$319,653
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
12,489
shares
|
$319,218
0.06% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
12,478
shares
|
$318,937
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
12,450
shares
|
$318,222
0.11% of portfolio
|
Q4 2021
Reduced 71.25%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
May 14, 2025 Q1 2025 |
12,449
shares
|
$318,196
0.2% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
12,445
shares
|
$318,094
0.38% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
12,443
shares
|
$318,043
0.21% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
12,433
shares
|
$317,787
0.33% of portfolio
|
Q3 2023
Reduced 59.89%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
12,407
shares
|
$317,122
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
12,365
shares
|
$316,049
0.03% of portfolio
|
Q3 2024
Reduced 4.75%
|