Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,294 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 |
---|---|---|---|---|---|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
26,077
shares
|
$627,151
0.08% of portfolio
|
Q2 2025
Added 7.58%
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
26,068
shares
|
$626,935
0.58% of portfolio
|
Q2 2025
New holding
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
26,041
shares
|
$626,286
0.1% of portfolio
|
Q2 2025
Added 2.79%
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Aug 05, 2025 Q2 2025 |
25,996
shares
|
$625,203
0.04% of portfolio
|
Q2 2025
Added 22.1%
|
|
Orca Investment Management, LLC
|
Jul 25, 2025 Q2 2025 |
25,991
shares
|
$625,083
0.58% of portfolio
|
Q2 2025
Added 0.69%
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
25,918
shares
|
$623,327
0.17% of portfolio
|
Q2 2025
Added 5.21%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
25,911
shares
|
$623,159
0.02% of portfolio
|
Q1 2024
Added 0.18%
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
25,900
shares
|
$622,895
0.29% of portfolio
|
Q2 2025
Added 125.12%
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
25,709
shares
|
$618,301
0.07% of portfolio
|
Q2 2025
Reduced 63.86%
|
|
Croban
Fremont, OH |
Aug 08, 2025 Q2 2025 |
25,685
shares
|
$617,724
0.53% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
25,615
shares
|
$616,040
0.08% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
25,594
shares
|
$615,535
0.08% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
25,566
shares
|
$614,862
0.3% of portfolio
|
Q3 2022
Added 16.87%
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
25,560
shares
|
$614,718
0.01% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
25,515
shares
|
$613,635
0.17% of portfolio
|
Q3 2024
Added 0.28%
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
25,433
shares
|
$611,663
0.17% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
25,402
shares
|
$610,918
0.14% of portfolio
|
Q1 2025
Added 10.56%
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
25,402
shares
|
$610,918
0.13% of portfolio
|
Q1 2025
Added 10.56%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
25,399
shares
|
$610,845
0.09% of portfolio
|
Q2 2025
Added 2.96%
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
25,337
shares
|
$609,354
0.03% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
25,298
shares
|
$608,416
0.15% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
25,278
shares
|
$607,935
0.23% of portfolio
|
Q2 2025
Added 105.06%
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
25,268
shares
|
$607,695
0.12% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
25,241
shares
|
$607,046
0.08% of portfolio
|
Q2 2025
Added 53.82%
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
25,207
shares
|
$606,228
0.15% of portfolio
|
Q4 2024
Reduced 10.76%
|