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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
66,019
shares
|
$1.66 Million
0.24% of portfolio
|
Q2 2023
Reduced 0.53%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
65,875
shares
|
$1.65 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
65,723
shares
|
$1.65 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
65,698
shares
|
$1.65 Million
0.07% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
65,691
shares
|
$1.65 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
65,543
shares
|
$1.64 Million
0.06% of portfolio
|
Q4 2025
Reduced 2.48%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
65,363
shares
|
$1.64 Million
0.26% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
65,262
shares
|
$1.64 Million
0.71% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
65,143
shares
|
$1.63 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
64,833
shares
|
$1.63 Million
0.06% of portfolio
|
Q3 2025
Added 68.84%
|
|
|
Cumberland Advisors Inc
|
Nov 10, 2025 Q3 2025 |
64,800
shares
|
$1.63 Million
0.63% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
64,772
shares
|
$1.62 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 09, 2025 Q3 2025 |
64,749
shares
|
$1.62 Million
1.02% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 19, 2025 Q3 2025 |
64,739
shares
|
$1.62 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
64,658
shares
|
$1.62 Million
0.11% of portfolio
|
Q4 2025
Reduced 21.47%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
64,609
shares
|
$1.62 Million
0.03% of portfolio
|
Q4 2025
Added 5.05%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
64,559
shares
|
$1.62 Million
0.61% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
64,543
shares
|
$1.62 Million
0.4% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
64,536
shares
|
$1.62 Million
0.42% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
64,416
shares
|
$1.62 Million
0.04% of portfolio
|
Q2 2022
Reduced 1.18%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
64,376
shares
|
$1.61 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
64,271
shares
|
$1.61 Million
0.21% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
64,045
shares
|
$1.61 Million
0.59% of portfolio
|
Q3 2025
Added 18.24%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
63,994
shares
|
$1.6 Million
0.26% of portfolio
|
Q3 2025
Added 16.96%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 05, 2025 Q3 2025 |
63,873
shares
|
$1.6 Million
1.67% of portfolio
|
Q3 2025
Added 21.91%
|
|