Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,356 institutions that hold shares in the stock, with a total of 3.57 Billion shares, which have been reported (via 13F filing form) to have a value of $89.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
7,036
shares
|
$176,462
0.02% of portfolio
|
Q3 2025
Reduced 10.3%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
6,970
shares
|
$174,807
0.16% of portfolio
|
Q4 2025
Reduced 12.12%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
6,924
shares
|
$173,653
0.92% of portfolio
|
Q4 2022
Added 48.27%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
6,886
shares
|
$172,700
0.14% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
6,870
shares
|
$172,299
0.01% of portfolio
|
Q3 2025
Added 188.66%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
6,802
shares
|
$170,594
0.02% of portfolio
|
Q4 2025
Reduced 20.92%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
6,764
shares
|
$169,641
0.39% of portfolio
|
Q3 2023
Added 14.53%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
6,691
shares
|
$167,810
0.17% of portfolio
|
Q3 2025
Reduced 49.57%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
6,543
shares
|
$164,098
0.01% of portfolio
|
Q3 2025
Reduced 48.57%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
6,542
shares
|
$164,073
0.04% of portfolio
|
Q3 2023
Added 6.69%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
6,429
shares
|
$161,239
0.05% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
6,428
shares
|
$161,214
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
6,392
shares
|
$160,311
0.01% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
6,374
shares
|
$159,859
0.01% of portfolio
|
Q3 2025
Added 40.64%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
6,286
shares
|
$157,652
0.18% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
6,241
shares
|
$156,524
0.0% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
6,196
shares
|
$155,395
0.13% of portfolio
|
Q2 2022
Reduced 1.9%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
6,112
shares
|
$153,288
0.19% of portfolio
|
Q4 2022
Added 0.18%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
6,072
shares
|
$152,285
0.14% of portfolio
|
Q1 2024
Reduced 59.79%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
6,013
shares
|
$150,806
0.19% of portfolio
|
Q4 2022
Added 0.54%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
5,997
shares
|
$150,404
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
5,950
shares
|
$149,226
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
5,912
shares
|
$148,272
0.1% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
5,907
shares
|
$148,147
0.04% of portfolio
|
Q3 2022
Added 16.28%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
5,903
shares
|
$148,047
0.12% of portfolio
|
Q2 2023
Reduced 15.51%
|
|