Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,365 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 $84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
305
shares
|
$7,201
0.01% of portfolio
|
Q4 2024
Reduced 36.46%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
305
shares
|
$7,201
0.01% of portfolio
|
Q4 2024
Reduced 36.46%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
302
shares
|
$7,130
0.0% of portfolio
|
Q3 2024
Added 112.68%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
300
shares
|
$7,083
0.0% of portfolio
|
Q1 2023
Reduced 52.0%
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
300
shares
|
$7,083
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
261
shares
|
$6,162
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
261
shares
|
$6,162
0.01% of portfolio
|
Q1 2025
Reduced 12.71%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
250
shares
|
$5,902
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
250
shares
|
$5,902
0.01% of portfolio
|
Q1 2025
Added 35.14%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
244
shares
|
$5,760
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
238
shares
|
$5,619
0.0% of portfolio
|
Q1 2025
Added 1033.33%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
219
shares
|
$5,170
0.0% of portfolio
|
Q1 2025
Added 192.0%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
218
shares
|
$5,146
0.0% of portfolio
|
Q1 2025
Added 1111.11%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
210
shares
|
$4,958
0.0% of portfolio
|
Q1 2025
Reduced 70.42%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
205
shares
|
$4,840
0.0% of portfolio
|
Q1 2024
Reduced 8.89%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
201
shares
|
$4,745
0.0% of portfolio
|
Q4 2024
Added 14.86%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
201
shares
|
$4,745
0.02% of portfolio
|
Q1 2025
Added 99.01%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
200
shares
|
$4,722
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
200
shares
|
$4,722
0.0% of portfolio
|
Q4 2022
Reduced 48.59%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
197
shares
|
$4,651
0.0% of portfolio
|
Q1 2025
Added 146.25%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
194
shares
|
$4,580
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
179
shares
|
$4,226
0.0% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
178
shares
|
$4,202
0.0% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
175
shares
|
$4,131
0.0% of portfolio
|
Q4 2024
Reduced 82.14%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
172
shares
|
$4,060
0.0% of portfolio
|
Q1 2025
New holding
|