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 |
|---|---|---|---|---|---|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
71,505
shares
|
$1.72 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
71,258
shares
|
$1.71 Million
0.05% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
71,237
shares
|
$1.71 Million
0.16% of portfolio
|
Q2 2025
Added 44.92%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
71,219
shares
|
$1.71 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
71,216
shares
|
$1.71 Million
0.32% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
71,133
shares
|
$1.71 Million
0.71% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
71,084
shares
|
$1.71 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
71,001
shares
|
$1.71 Million
0.07% of portfolio
|
Q2 2025
Reduced 56.46%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
70,992
shares
|
$1.71 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.72%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
70,962
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
70,934
shares
|
$1.71 Million
0.25% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
Aug 14, 2025 Q2 2025 |
70,915
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
Reduced 41.27%
|
|
|
Easterly Investment Partners LLC
|
Jul 29, 2025 Q2 2025 |
70,718
shares
|
$1.7 Million
0.12% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 06, 2025 Q2 2025 |
70,600
shares
|
$1.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Employees Retirement System Of Texas
|
Aug 12, 2025 Q2 2025 |
70,566
shares
|
$1.7 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
70,548
shares
|
$1.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
70,496
shares
|
$1.7 Million
0.3% of portfolio
|
Q2 2023
Added 43.65%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
70,338
shares
|
$1.69 Million
0.46% of portfolio
|
Q2 2025
Reduced 30.63%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
Aug 14, 2025 Q2 2025 |
70,000
shares
|
$1.68 Million
1.34% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
69,850
shares
|
$1.68 Million
0.15% of portfolio
|
Q2 2020
Added 2.19%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
69,730
shares
|
$1.68 Million
0.17% of portfolio
|
Q2 2025
Added 25.72%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
69,606
shares
|
$1.67 Million
0.45% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
69,579
shares
|
$1.67 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
69,425
shares
|
$1.67 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
69,256
shares
|
$1.67 Million
0.32% of portfolio
|
Q2 2025
Reduced 8.13%
|