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 |
|---|---|---|---|---|---|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
13,939
shares
|
$335,232
0.04% of portfolio
|
Q2 2025
Added 31.97%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
13,922
shares
|
$334,824
0.02% of portfolio
|
Q2 2025
Reduced 88.59%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
13,921
shares
|
$334,800
0.04% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 12, 2025 Q2 2025 |
13,921
shares
|
$334,800
0.06% of portfolio
|
Q2 2025
Reduced 31.86%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
13,919
shares
|
$334,751
0.05% of portfolio
|
Q2 2025
Reduced 38.93%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
13,881
shares
|
$333,838
0.02% of portfolio
|
Q1 2023
Added 64.51%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
13,878
shares
|
$333,765
0.11% of portfolio
|
Q2 2025
Reduced 35.46%
|
|
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
Jul 09, 2025 Q2 2025 |
13,850
shares
|
$333,092
0.23% of portfolio
|
Q2 2025
Added 41.33%
|
|
|
Amica Retiree Medical Trust
|
Aug 07, 2025 Q2 2025 |
13,836
shares
|
$332,755
0.48% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
13,816
shares
|
$332,274
0.27% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Aug 01, 2025 Q2 2025 |
13,806
shares
|
$332,034
0.21% of portfolio
|
Q2 2025
Added 25.61%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Aug 21, 2025 Q2 2025 |
13,787
shares
|
$331,577
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
13,785
shares
|
$331,529
0.02% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
13,758
shares
|
$330,879
0.08% of portfolio
|
Q2 2025
Reduced 72.99%
|
|
|
Guardian Investment Management
|
Jul 16, 2025 Q2 2025 |
13,752
shares
|
$330,735
0.33% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
13,748
shares
|
$330,639
0.16% of portfolio
|
Q2 2025
Added 41.32%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
13,745
shares
|
$330,567
0.21% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
13,693
shares
|
$329,316
0.04% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
13,686
shares
|
$329,148
0.06% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
13,674
shares
|
$328,859
0.02% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
13,674
shares
|
$328,859
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
13,659
shares
|
$328,498
0.09% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
13,653
shares
|
$328,354
0.08% of portfolio
|
Q1 2025
Reduced 15.35%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
13,628
shares
|
$327,753
0.03% of portfolio
|
Q2 2025
Reduced 16.99%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
13,612
shares
|
$327,368
0.03% of portfolio
|
Q2 2025
Reduced 12.65%
|