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 |
|---|---|---|---|---|---|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
211,824
shares
|
$5.09 Million
3.22% of portfolio
|
Q4 2022
Reduced 0.52%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
211,624
shares
|
$5.09 Million
0.28% of portfolio
|
Q3 2023
Reduced 3.7%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
210,679
shares
|
$5.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 26.37%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
209,311
shares
|
$5.03 Million
0.34% of portfolio
|
Q2 2025
Added 40.49%
|
|
|
Barnett & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
208,609
shares
|
$5.02 Million
4.24% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
208,100
shares
|
$5 Million
0.17% of portfolio
|
Q1 2025
Added 19.74%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
207,849
shares
|
$5 Million
0.06% of portfolio
|
Q2 2025
Added 30.83%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jul 25, 2025 Q2 2025 |
207,651
shares
|
$4.99 Million
0.99% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Bellecapital International Ltd.
|
Jul 29, 2025 Q2 2025 |
205,972
shares
|
$4.95 Million
0.95% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
205,904
shares
|
$4.95 Million
0.39% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
204,469
shares
|
$4.92 Million
4.17% of portfolio
|
Q3 2022
Added 0.26%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
204,265
shares
|
$4.91 Million
0.5% of portfolio
|
Q2 2025
Reduced 62.84%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
204,052
shares
|
$4.91 Million
0.07% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
203,735
shares
|
$4.9 Million
1.77% of portfolio
|
Q4 2022
Added 3.55%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
203,543
shares
|
$4.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 18.04%
|
|
|
Wilkins Investment Counsel Inc
|
Aug 07, 2025 Q2 2025 |
202,210
shares
|
$4.86 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
202,029
shares
|
$4.86 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
201,575
shares
|
$4.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 75.25%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
201,486
shares
|
$4.85 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
201,003
shares
|
$4.83 Million
1.3% of portfolio
|
Q3 2023
Reduced 8.59%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
200,775
shares
|
$4.83 Million
0.09% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
200,195
shares
|
$4.81 Million
0.77% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
199,636
shares
|
$4.8 Million
1.45% of portfolio
|
Q2 2025
Reduced 12.93%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
198,651
shares
|
$4.78 Million
0.15% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
198,616
shares
|
$4.78 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.62%
|