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 |
|---|---|---|---|---|---|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
5,329
shares
|
$128,162
0.0% of portfolio
|
Q2 2025
Added 37.84%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
5,321
shares
|
$127,970
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
5,318
shares
|
$127,897
0.02% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
5,244
shares
|
$126,118
0.04% of portfolio
|
Q1 2023
Reduced 30.89%
|
|
|
Hoertkorn Richard Charles
|
Jul 07, 2025 Q2 2025 |
5,234
shares
|
$125,877
0.07% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
5,118
shares
|
$123,087
0.1% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
5,107
shares
|
$122,823
0.04% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
5,073
shares
|
$122,005
0.06% of portfolio
|
Q2 2025
Added 33.39%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
5,000
shares
|
$120,250
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
4,983
shares
|
$119,841
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
4,941
shares
|
$118,831
0.06% of portfolio
|
Q2 2025
Added 79.09%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
4,914
shares
|
$118,181
0.02% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,855
shares
|
$116,762
0.1% of portfolio
|
Q1 2023
Reduced 11.45%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
4,833
shares
|
$116,233
0.1% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
4,781
shares
|
$114,983
0.35% of portfolio
|
Q3 2022
Reduced 8.69%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
4,762
shares
|
$114,526
0.08% of portfolio
|
Q2 2025
Added 14.55%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
4,746
shares
|
$114,141
0.01% of portfolio
|
Q2 2025
Reduced 38.63%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
4,715
shares
|
$113,395
0.3% of portfolio
|
Q4 2021
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
4,651
shares
|
$111,856
0.02% of portfolio
|
Q2 2025
Added 21.5%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
4,642
shares
|
$111,640
0.06% of portfolio
|
Q2 2025
Reduced 46.89%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
4,638
shares
|
$111,543
0.06% of portfolio
|
Q4 2024
Reduced 30.13%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,616
shares
|
$111,014
0.18% of portfolio
|
Q2 2022
Reduced 1.7%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,580
shares
|
$110,149
0.09% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
4,532
shares
|
$108,994
0.01% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,512
shares
|
$108,513
0.02% of portfolio
|
Q1 2025
Reduced 2.63%
|