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 |
---|---|---|---|---|---|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
172
shares
|
$4,136
0.0% of portfolio
|
Q2 2025
Added 212.73%
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
150
shares
|
$3,607
0.0% of portfolio
|
Q3 2024
Reduced 66.96%
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
150
shares
|
$3,607
0.0% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
150
shares
|
$3,607
0.0% of portfolio
|
Q4 2024
New holding
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
140
shares
|
$3,367
0.0% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
126
shares
|
$3,030
0.15% of portfolio
|
Q2 2025
Reduced 11.89%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
123
shares
|
$2,958
0.0% of portfolio
|
Q2 2025
Reduced 31.28%
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
120
shares
|
$2,886
0.0% of portfolio
|
Q2 2025
Reduced 99.59%
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
119
shares
|
$2,861
0.0% of portfolio
|
Q1 2025
Added 466.67%
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
117
shares
|
$2,813
0.0% of portfolio
|
Q2 2025
Reduced 28.22%
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
115
shares
|
$2,765
0.0% of portfolio
|
Q1 2025
New holding
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
112
shares
|
$2,693
0.0% of portfolio
|
Q2 2023
Added 1.82%
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
107
shares
|
$2,573
0.0% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
100
shares
|
$2,405
0.0% of portfolio
|
Q2 2025
Reduced 92.97%
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
100
shares
|
$2,405
0.0% of portfolio
|
Q2 2023
New holding
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
100
shares
|
$2,405
0.0% of portfolio
|
Q3 2024
Reduced 96.94%
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
95
shares
|
$2,284
0.0% of portfolio
|
Q2 2025
New holding
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
86
shares
|
$2,068
0.04% of portfolio
|
Q1 2025
Added 7.5%
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
75
shares
|
$1,803
0.0% of portfolio
|
Q2 2025
New holding
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
56
shares
|
$1,346
0.0% of portfolio
|
Q2 2025
New holding
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
54
shares
|
$1,298
0.0% of portfolio
|
Q1 2025
Reduced 96.05%
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
53
shares
|
$1,274
0.0% of portfolio
|
Q2 2024
Added 29.27%
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
52
shares
|
$1,250
0.0% of portfolio
|
Q2 2025
Reduced 89.64%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
51
shares
|
$1,226
0.0% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
50
shares
|
$1,202
0.0% of portfolio
|
Q1 2025
New holding
|