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 |
|---|---|---|---|---|---|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
3,123
shares
|
$75,108
0.05% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
3,112
shares
|
$74,843
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,062
shares
|
$73,641
0.01% of portfolio
|
Q2 2025
Added 15.03%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
3,051
shares
|
$73,376
0.06% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
3,040
shares
|
$73,112
0.03% of portfolio
|
Q2 2025
Added 19.78%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
3,034
shares
|
$72,967
0.02% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,015
shares
|
$72,510
0.06% of portfolio
|
Q4 2024
Reduced 58.66%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
3,005
shares
|
$72,270
0.03% of portfolio
|
Q2 2025
Added 172.19%
|
|
|
Castleark Management LLC
Chicago, IL |
Aug 15, 2025 Q2 2025 |
2,971
shares
|
$71,452
0.0% of portfolio
|
Q4 2024
Reduced 54.29%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
2,923
shares
|
$70,298
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,864
shares
|
$68,879
0.02% of portfolio
|
Q3 2024
Reduced 46.48%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
2,861
shares
|
$68,807
0.01% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,850
shares
|
$68,542
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
2,829
shares
|
$68,037
0.02% of portfolio
|
Q2 2025
Reduced 37.3%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
2,811
shares
|
$67,604
0.01% of portfolio
|
Q2 2025
Reduced 73.79%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
2,791
shares
|
$67,123
0.04% of portfolio
|
Q1 2025
Reduced 18.75%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,784
shares
|
$66,955
0.03% of portfolio
|
Q4 2024
Reduced 28.93%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
2,755
shares
|
$66,257
0.05% of portfolio
|
Q2 2025
Added 188.48%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
2,747
shares
|
$66,065
0.14% of portfolio
|
Q3 2023
Added 0.18%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
2,726
shares
|
$65,560
0.01% of portfolio
|
Q2 2025
Reduced 44.84%
|
|
|
Lipe & Dalton
|
Aug 01, 2025 Q2 2025 |
2,659
shares
|
$63,948
0.03% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
2,638
shares
|
$63,443
0.06% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
2,625
shares
|
$63,131
0.62% of portfolio
|
Q4 2021
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
2,548
shares
|
$61,279
0.03% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
2,522
shares
|
$60,654
0.01% of portfolio
|
Q2 2025
Added 7.69%
|