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 |
|---|---|---|---|---|---|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
8,577
shares
|
$206,276
0.2% of portfolio
|
Q2 2025
Reduced 33.92%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
8,573
shares
|
$206,180
0.09% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
8,568
shares
|
$206,060
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
8,566
shares
|
$206,012
0.05% of portfolio
|
Q4 2024
Reduced 20.32%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
8,566
shares
|
$206,012
0.0% of portfolio
|
Q2 2025
Reduced 93.65%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
8,563
shares
|
$205,940
0.06% of portfolio
|
Q2 2025
Reduced 41.45%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
8,554
shares
|
$205,723
0.06% of portfolio
|
Q2 2025
Reduced 40.03%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Aug 13, 2025 Q2 2025 |
8,554
shares
|
$205,723
0.46% of portfolio
|
Q2 2025
Added 54.02%
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
8,551
shares
|
$205,651
0.07% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
8,551
shares
|
$205,651
0.03% of portfolio
|
Q2 2025
Reduced 36.8%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
8,545
shares
|
$205,507
0.15% of portfolio
|
Q2 2024
Reduced 65.17%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
8,500
shares
|
$204,425
0.19% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
8,482
shares
|
$203,992
0.07% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
8,468
shares
|
$203,655
0.01% of portfolio
|
Q2 2025
Reduced 25.82%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
8,453
shares
|
$203,294
0.04% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
8,429
shares
|
$202,717
0.04% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
8,422
shares
|
$202,549
0.07% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Bank Of Nova Scotia Trust CO
|
Aug 13, 2025 Q2 2025 |
8,418
shares
|
$202,452
0.02% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Aug 13, 2025 Q2 2025 |
8,406
shares
|
$202,164
0.06% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
8,400
shares
|
$202,020
0.19% of portfolio
|
Q2 2025
Reduced 63.23%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
8,396
shares
|
$201,923
0.09% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
8,379
shares
|
$201,514
0.09% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jul 28, 2025 Q2 2025 |
8,375
shares
|
$201,418
0.01% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
8,371
shares
|
$201,322
0.07% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
8,352
shares
|
$200,865
0.03% of portfolio
|
Q2 2025
Reduced 5.65%
|