Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,293 institutions that hold shares in the stock, with a total of 3.66 Billion shares, which have been reported (via 13F filing form) to have a value of $88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Drum Hill Capital, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
9,147
shares
|
$219,985
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
9,130
shares
|
$219,576
0.06% of portfolio
|
Q4 2024
Reduced 9.87%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
9,122
shares
|
$219,384
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
9,107
shares
|
$219,023
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
9,094
shares
|
$218,710
0.07% of portfolio
|
Q3 2024
Reduced 25.98%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
9,087
shares
|
$218,542
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
9,083
shares
|
$218,446
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
9,056
shares
|
$217,796
0.14% of portfolio
|
Q4 2023
Added 4.58%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
9,040
shares
|
$217,412
0.03% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
9,029
shares
|
$217,147
0.04% of portfolio
|
Q2 2025
Reduced 24.16%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
9,010
shares
|
$216,690
0.01% of portfolio
|
Q2 2025
Reduced 32.53%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
8,999
shares
|
$216,425
0.11% of portfolio
|
Q2 2025
Added 11.87%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
8,994
shares
|
$216,305
0.1% of portfolio
|
Q2 2025
Reduced 47.87%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
8,986
shares
|
$216,113
0.04% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
8,986
shares
|
$216,113
0.03% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,980
shares
|
$215,969
0.06% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
8,953
shares
|
$215,319
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
8,953
shares
|
$215,319
0.13% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
8,951
shares
|
$215,271
0.03% of portfolio
|
Q2 2025
Reduced 90.23%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
8,926
shares
|
$214,670
0.16% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
8,920
shares
|
$214,526
0.02% of portfolio
|
Q2 2025
Added 48.05%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
8,905
shares
|
$214,165
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
8,890
shares
|
$213,804
0.1% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
8,882
shares
|
$213,612
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Port Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,877
shares
|
$213,491
0.01% of portfolio
|
Q2 2025
Reduced 8.27%
|