Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,370 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 $90.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hoertkorn Richard Charles
|
Jul 07, 2025 Q2 2025 |
5,234
shares
|
$131,582
0.07% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
5,175
shares
|
$130,099
0.02% of portfolio
|
Q1 2025
Reduced 52.38%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
5,159
shares
|
$129,697
0.11% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
5,118
shares
|
$128,666
0.1% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
5,104
shares
|
$128,314
0.05% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
4,983
shares
|
$125,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
4,977
shares
|
$125,121
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
4,956
shares
|
$124,593
0.03% of portfolio
|
Q4 2024
Reduced 47.71%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
4,903
shares
|
$123,261
0.01% of portfolio
|
Q1 2025
Reduced 26.7%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,855
shares
|
$122,054
0.1% of portfolio
|
Q1 2023
Reduced 11.45%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
4,833
shares
|
$121,501
0.12% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
4,798
shares
|
$120,621
0.02% of portfolio
|
Q1 2025
Reduced 25.96%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
4,787
shares
|
$120,345
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
4,781
shares
|
$120,194
0.35% of portfolio
|
Q3 2022
Reduced 8.69%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
4,715
shares
|
$118,535
0.3% of portfolio
|
Q4 2021
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
4,642
shares
|
$116,699
0.06% of portfolio
|
Q2 2025
Reduced 46.89%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
4,638
shares
|
$116,599
0.07% of portfolio
|
Q4 2024
Reduced 30.13%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,616
shares
|
$116,046
0.18% of portfolio
|
Q2 2022
Reduced 1.7%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,580
shares
|
$115,141
0.09% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
4,570
shares
|
$114,889
0.01% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,512
shares
|
$113,431
0.02% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
4,488
shares
|
$112,828
0.03% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
4,473
shares
|
$112,451
2.1% of portfolio
|
Q2 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
4,472
shares
|
$112,426
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
4,363
shares
|
$109,685
0.03% of portfolio
|
Q1 2025
Reduced 37.65%
|