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 |
|---|---|---|---|---|---|
|
Zevin Asset Management LLC
|
Aug 06, 2025 Q2 2025 |
17,102
shares
|
$411,303
0.06% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
17,086
shares
|
$410,918
0.32% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
17,079
shares
|
$410,749
0.16% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
17,071
shares
|
$410,557
0.04% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
17,061
shares
|
$410,317
0.09% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
17,033
shares
|
$409,643
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
17,019
shares
|
$409,306
0.18% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
16,966
shares
|
$408,032
0.1% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
16,954
shares
|
$407,743
0.06% of portfolio
|
Q2 2024
Added 15.89%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
16,944
shares
|
$407,503
0.18% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
16,896
shares
|
$406,348
0.04% of portfolio
|
Q2 2025
Reduced 14.98%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
16,884
shares
|
$406,060
0.17% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
16,872
shares
|
$405,771
0.08% of portfolio
|
Q2 2025
Reduced 13.2%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
16,866
shares
|
$405,627
0.15% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
16,813
shares
|
$404,352
0.21% of portfolio
|
Q2 2025
Added 29.05%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
16,800
shares
|
$404,040
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
16,776
shares
|
$403,462
0.16% of portfolio
|
Q2 2025
Reduced 14.33%
|
|
|
Defender Capital, Llc.
|
Jul 25, 2025 Q2 2025 |
16,735
shares
|
$402,476
0.16% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
16,705
shares
|
$401,755
0.01% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
16,705
shares
|
$401,755
0.08% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
16,661
shares
|
$400,697
0.14% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
16,620
shares
|
$399,711
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
16,613
shares
|
$399,542
0.11% of portfolio
|
Q2 2025
Reduced 12.89%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
16,600
shares
|
$399,230
0.05% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Orion Investment CO
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
16,600
shares
|
$399,230
0.14% of portfolio
|
Q2 2025
Reduced 0.6%
|