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 |
|---|---|---|---|---|---|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
176,501
shares
|
$4.43 Million
0.25% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2025 Q3 2025 |
175,500
shares
|
$4.4 Million
0.27% of portfolio
|
Q1 2025
Reduced 23.03%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
175,493
shares
|
$4.4 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
175,441
shares
|
$4.4 Million
0.15% of portfolio
|
Q4 2025
Reduced 0.14%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
175,088
shares
|
$4.39 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
174,819
shares
|
$4.38 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
173,586
shares
|
$4.35 Million
0.14% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
173,504
shares
|
$4.35 Million
0.28% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
173,381
shares
|
$4.35 Million
0.7% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
172,849
shares
|
$4.34 Million
0.29% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
172,184
shares
|
$4.32 Million
0.15% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
170,065
shares
|
$4.27 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Torrey Growth & Income Advisors
Del Mar, CA |
Nov 12, 2025 Q3 2025 |
170,042
shares
|
$4.26 Million
1.28% of portfolio
|
Q3 2025
New holding
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
169,694
shares
|
$4.26 Million
0.11% of portfolio
|
Q3 2025
Added 159.75%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
169,565
shares
|
$4.25 Million
0.21% of portfolio
|
Q3 2025
Reduced 28.33%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
169,404
shares
|
$4.25 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Cohen Klingenstein LLC
|
Oct 16, 2025 Q3 2025 |
169,014
shares
|
$4.24 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
168,345
shares
|
$4.22 Million
0.42% of portfolio
|
Q3 2021
Added 2.14%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
167,856
shares
|
$4.21 Million
0.47% of portfolio
|
Q3 2023
Added 11.45%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 14, 2025 Q3 2025 |
166,436
shares
|
$4.17 Million
1.91% of portfolio
|
Q3 2025
Reduced 14.33%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
165,928
shares
|
$4.16 Million
0.64% of portfolio
|
Q4 2025
Reduced 9.25%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
165,745
shares
|
$4.16 Million
2.29% of portfolio
|
Q2 2022
Added 0.59%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
165,491
shares
|
$4.15 Million
0.24% of portfolio
|
Q3 2025
Added 16.27%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
165,185
shares
|
$4.14 Million
0.19% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
165,109
shares
|
$4.14 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.27%
|
|