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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
3,141
shares
|
$78,964
0.03% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
3,122
shares
|
$78,487
0.03% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,118
shares
|
$78,386
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
3,112
shares
|
$78,235
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
3,102
shares
|
$77,984
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
3,079
shares
|
$77,406
0.02% of portfolio
|
Q4 2024
Reduced 73.35%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
3,051
shares
|
$76,702
0.06% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,015
shares
|
$75,797
0.06% of portfolio
|
Q4 2024
Reduced 58.66%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,991
shares
|
$75,193
0.01% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,971
shares
|
$74,690
0.0% of portfolio
|
Q4 2024
Reduced 54.29%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
2,916
shares
|
$73,308
0.05% of portfolio
|
Q1 2025
Added 47.27%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
2,871
shares
|
$72,176
0.02% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,864
shares
|
$72,000
0.02% of portfolio
|
Q3 2024
Reduced 46.48%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,850
shares
|
$71,649
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
2,850
shares
|
$71,649
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
2,829
shares
|
$71,121
0.02% of portfolio
|
Q2 2025
Reduced 37.3%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
2,823
shares
|
$70,970
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
2,791
shares
|
$70,165
0.04% of portfolio
|
Q1 2025
Reduced 18.75%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
2,789
shares
|
$70,115
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,784
shares
|
$69,989
0.03% of portfolio
|
Q4 2024
Reduced 28.93%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,759
shares
|
$69,361
0.04% of portfolio
|
Q1 2025
Reduced 18.59%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
2,757
shares
|
$69,310
0.06% of portfolio
|
Q1 2025
Added 117.26%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
2,747
shares
|
$69,059
0.14% of portfolio
|
Q3 2023
Added 0.18%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
2,726
shares
|
$68,531
0.01% of portfolio
|
Q2 2025
Reduced 44.84%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2,685
shares
|
$67,500
0.04% of portfolio
|
Q1 2025
Added 4.07%
|