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 |
|---|---|---|---|---|---|
|
One River Asset Management, LLC
Stamford, CT |
Nov 10, 2025 Q3 2025 |
5,825
shares
|
$146,091
0.04% of portfolio
|
Q3 2025
Reduced 31.9%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
5,747
shares
|
$144,134
0.01% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
5,713
shares
|
$143,282
0.06% of portfolio
|
Q3 2025
Reduced 12.47%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
5,645
shares
|
$141,576
0.05% of portfolio
|
Q1 2023
Reduced 4.31%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,641
shares
|
$141,476
0.01% of portfolio
|
Q3 2025
Reduced 18.4%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
5,625
shares
|
$141,075
0.03% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
5,445
shares
|
$136,560
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
5,392
shares
|
$135,231
0.0% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
5,370
shares
|
$134,679
0.03% of portfolio
|
Q2 2024
Reduced 26.74%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
5,331
shares
|
$133,701
0.01% of portfolio
|
Q2 2024
Reduced 7.42%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
5,321
shares
|
$133,450
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
5,244
shares
|
$131,519
0.04% of portfolio
|
Q1 2023
Reduced 30.89%
|
|
|
Jag Capital Management, LLC
|
Nov 10, 2025 Q3 2025 |
5,124
shares
|
$128,509
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
5,118
shares
|
$128,359
0.1% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
5,111
shares
|
$128,183
0.04% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
5,104
shares
|
$128,008
0.07% of portfolio
|
Q3 2025
Reduced 8.92%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
5,070
shares
|
$127,155
0.01% of portfolio
|
Q3 2025
Reduced 24.27%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
5,015
shares
|
$125,776
0.02% of portfolio
|
Q3 2025
Reduced 5.7%
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
5,000
shares
|
$125,399
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Copeland Capital Management, LLC
|
Oct 17, 2025 Q3 2025 |
4,983
shares
|
$124,973
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
4,952
shares
|
$124,196
0.08% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
4,948
shares
|
$124,095
0.03% of portfolio
|
Q3 2025
Added 16.4%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
4,923
shares
|
$123,468
0.0% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
4,919
shares
|
$123,368
0.04% of portfolio
|
Q3 2025
Reduced 12.16%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,855
shares
|
$121,763
0.1% of portfolio
|
Q1 2023
Reduced 11.45%
|
|