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 |
|---|---|---|---|---|---|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
14,736
shares
|
$354,400
0.3% of portfolio
|
Q4 2022
Reduced 98.05%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
14,732
shares
|
$354,304
0.22% of portfolio
|
Q2 2025
Reduced 20.51%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
14,705
shares
|
$353,655
0.21% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
14,705
shares
|
$353,655
0.26% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Aug 05, 2025 Q2 2025 |
14,699
shares
|
$353,510
0.04% of portfolio
|
Q2 2025
Reduced 28.7%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
14,690
shares
|
$353,294
0.16% of portfolio
|
Q2 2025
Reduced 35.09%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
14,687
shares
|
$353,222
0.03% of portfolio
|
Q2 2025
Reduced 60.38%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
14,684
shares
|
$353,150
0.03% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Fcg Investment CO
Germantown, TN |
Jul 16, 2025 Q2 2025 |
14,681
shares
|
$353,078
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
14,608
shares
|
$351,322
0.03% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
14,589
shares
|
$350,865
0.06% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
14,579
shares
|
$350,624
0.11% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
14,542
shares
|
$349,735
0.12% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
14,525
shares
|
$349,326
0.19% of portfolio
|
Q3 2023
Added 2.87%
|
|
|
Saybrook Capital
|
Jul 31, 2025 Q2 2025 |
14,500
shares
|
$348,725
0.1% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
14,488
shares
|
$348,436
0.16% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
14,469
shares
|
$347,979
0.02% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
14,464
shares
|
$347,859
0.13% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
14,438
shares
|
$347,233
0.05% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
14,422
shares
|
$346,849
0.24% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
14,418
shares
|
$346,752
0.04% of portfolio
|
Q4 2023
Reduced 0.92%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
14,402
shares
|
$346,368
0.22% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
14,400
shares
|
$346,320
0.04% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
14,392
shares
|
$346,127
0.12% of portfolio
|
Q2 2025
Added 13.22%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
14,377
shares
|
$345,766
0.32% of portfolio
|
Q2 2025
Added 53.0%
|