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 |
|---|---|---|---|---|---|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
107,210
shares
|
$2.58 Million
1.35% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
107,082
shares
|
$2.58 Million
0.05% of portfolio
|
Q2 2025
Added 26.01%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
106,984
shares
|
$2.57 Million
0.55% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
106,821
shares
|
$2.57 Million
0.34% of portfolio
|
Q3 2022
Added 4.08%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
106,558
shares
|
$2.56 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Aug 15, 2025 Q2 2025 |
106,485
shares
|
$2.56 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
106,471
shares
|
$2.56 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
106,283
shares
|
$2.56 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
106,182
shares
|
$2.55 Million
0.75% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
106,092
shares
|
$2.55 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
104,890
shares
|
$2.52 Million
0.18% of portfolio
|
Q2 2025
Added 35.28%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
104,855
shares
|
$2.52 Million
0.09% of portfolio
|
Q2 2025
Reduced 20.68%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
104,719
shares
|
$2.52 Million
0.08% of portfolio
|
Q2 2025
Reduced 26.41%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
104,435
shares
|
$2.51 Million
0.22% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
104,019
shares
|
$2.5 Million
0.82% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
103,798
shares
|
$2.5 Million
0.19% of portfolio
|
Q2 2020
Added 4.5%
|
|
|
Cohen Investment Advisors LLC
|
Jul 23, 2025 Q2 2025 |
103,490
shares
|
$2.49 Million
1.31% of portfolio
|
Q2 2025
Added 16.93%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
103,183
shares
|
$2.48 Million
0.03% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
103,072
shares
|
$2.48 Million
0.08% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
103,020
shares
|
$2.48 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
102,727
shares
|
$2.47 Million
2.12% of portfolio
|
Q2 2025
Reduced 10.75%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
102,645
shares
|
$2.47 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
102,327
shares
|
$2.46 Million
0.09% of portfolio
|
Q2 2025
Added 45.29%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jul 22, 2025 Q2 2025 |
102,304
shares
|
$2.46 Million
0.77% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
Aug 15, 2025 Q2 2025 |
102,121
shares
|
$2.46 Million
1.93% of portfolio
|
Q2 2025
Added 29.43%
|