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 |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
352
shares
|
$8,828
0.01% of portfolio
|
Q3 2025
Added 15.41%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
351
shares
|
$8,803
0.01% of portfolio
|
Q3 2025
Reduced 66.95%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
346
shares
|
$8,677
0.0% of portfolio
|
Q3 2025
Added 23.57%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
334
shares
|
$8,376
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
319
shares
|
$8,000
0.0% of portfolio
|
Q3 2024
Reduced 47.88%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
315
shares
|
$7,900
0.01% of portfolio
|
Q1 2023
Reduced 85.35%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
305
shares
|
$7,649
0.01% of portfolio
|
Q4 2024
Reduced 36.46%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
303
shares
|
$7,599
0.0% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
302
shares
|
$7,574
0.0% of portfolio
|
Q3 2024
Added 112.68%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
300
shares
|
$7,523
0.0% of portfolio
|
Q1 2023
Reduced 52.0%
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
300
shares
|
$7,523
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
300
shares
|
$7,523
0.01% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
297
shares
|
$7,448
0.01% of portfolio
|
Q2 2025
Added 219.35%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
292
shares
|
$7,323
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
291
shares
|
$7,298
0.01% of portfolio
|
Q3 2025
Added 12.36%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
279
shares
|
$6,997
0.0% of portfolio
|
Q3 2025
Reduced 53.88%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
275
shares
|
$6,896
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
272
shares
|
$6,821
0.0% of portfolio
|
Q2 2025
Reduced 98.22%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
266
shares
|
$6,671
0.01% of portfolio
|
Q3 2025
Reduced 68.63%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
261
shares
|
$6,545
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
255
shares
|
$6,395
0.0% of portfolio
|
Q2 2025
Reduced 20.31%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
251
shares
|
$6,295
0.0% of portfolio
|
Q3 2025
Added 27.41%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
235
shares
|
$5,893
0.0% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
215
shares
|
$5,392
0.0% of portfolio
|
Q3 2025
Added 10.82%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
201
shares
|
$5,041
0.01% of portfolio
|
Q1 2025
Added 99.01%
|
|