Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,363 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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
186,650
shares
|
$4.68 Million
0.29% of portfolio
|
Q3 2025
Added 23.49%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
186,548
shares
|
$4.68 Million
0.46% of portfolio
|
Q3 2025
Added 30.42%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
186,284
shares
|
$4.67 Million
0.31% of portfolio
|
Q3 2025
Reduced 18.43%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
186,251
shares
|
$4.67 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
186,069
shares
|
$4.67 Million
0.09% of portfolio
|
Q3 2025
Reduced 81.4%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
184,782
shares
|
$4.63 Million
1.29% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
184,742
shares
|
$4.63 Million
3.81% of portfolio
|
Q2 2022
Reduced 3.2%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
184,140
shares
|
$4.62 Million
0.76% of portfolio
|
Q4 2025
Added 21.45%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
183,664
shares
|
$4.61 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
182,934
shares
|
$4.59 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
182,509
shares
|
$4.58 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
182,113
shares
|
$4.57 Million
0.88% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
181,491
shares
|
$4.55 Million
0.08% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
181,423
shares
|
$4.55 Million
0.19% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
181,224
shares
|
$4.55 Million
0.17% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
181,209
shares
|
$4.54 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
181,052
shares
|
$4.54 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
180,305
shares
|
$4.52 Million
0.9% of portfolio
|
Q4 2022
Added 43.87%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
180,216
shares
|
$4.52 Million
0.42% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
179,874
shares
|
$4.51 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
179,151
shares
|
$4.49 Million
0.76% of portfolio
|
Q4 2022
Reduced 0.12%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
177,811
shares
|
$4.46 Million
0.12% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Baugh & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
177,557
shares
|
$4.45 Million
2.06% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
177,517
shares
|
$4.45 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
176,857
shares
|
$4.44 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.27%
|
|