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 |
|---|---|---|---|---|---|
|
Hendershot Investments Inc.
|
Aug 13, 2025 Q2 2025 |
22,962
shares
|
$552,236
0.08% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
22,934
shares
|
$551,562
0.46% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
22,900
shares
|
$550,745
0.34% of portfolio
|
Q3 2023
Added 84.22%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
22,882
shares
|
$550,312
0.06% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
22,851
shares
|
$549,566
0.02% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
22,847
shares
|
$549,470
0.06% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
22,806
shares
|
$548,484
0.2% of portfolio
|
Q2 2025
Reduced 71.91%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
22,803
shares
|
$548,412
0.03% of portfolio
|
Q2 2025
Reduced 13.18%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
22,797
shares
|
$548,267
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
22,789
shares
|
$548,075
0.04% of portfolio
|
Q2 2025
Added 47.34%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
22,675
shares
|
$545,333
0.17% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
22,631
shares
|
$544,275
0.06% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Aug 04, 2025 Q2 2025 |
22,628
shares
|
$544,203
0.31% of portfolio
|
Q2 2025
Added 21.49%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
22,618
shares
|
$543,962
0.06% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Rnc Capital Management LLC
|
Jul 30, 2025 Q2 2025 |
22,555
shares
|
$542,447
0.03% of portfolio
|
Q2 2025
Added 62.73%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
22,542
shares
|
$542,135
0.02% of portfolio
|
Q2 2025
Added 19.16%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
22,486
shares
|
$540,788
0.23% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Aug 12, 2025 Q2 2025 |
22,468
shares
|
$540,355
0.55% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
22,460
shares
|
$540,163
0.04% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
22,386
shares
|
$538,383
0.04% of portfolio
|
Q4 2023
Reduced 28.08%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
22,371
shares
|
$538,022
0.1% of portfolio
|
Q3 2024
Reduced 14.15%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
22,252
shares
|
$535,160
0.06% of portfolio
|
Q2 2025
Reduced 13.7%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
22,251
shares
|
$535,136
0.2% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
22,198
shares
|
$533,861
0.08% of portfolio
|
Q2 2023
Added 2.37%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
22,198
shares
|
$533,861
0.08% of portfolio
|
Q2 2023
Added 2.37%
|