Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,367 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 |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
63,602
shares
|
$1.6 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
63,548
shares
|
$1.59 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
63,492
shares
|
$1.59 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
63,480
shares
|
$1.59 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
63,304
shares
|
$1.59 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 14, 2026 Q4 2025 |
63,224
shares
|
$1.59 Million
0.98% of portfolio
|
Q4 2025
Reduced 2.36%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
62,960
shares
|
$1.58 Million
0.8% of portfolio
|
Q2 2023
Reduced 4.4%
|
|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
62,960
shares
|
$1.58 Million
0.83% of portfolio
|
Q3 2023
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
62,940
shares
|
$1.58 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 13, 2026 Q4 2025 |
62,899
shares
|
$1.58 Million
0.11% of portfolio
|
Q4 2025
Reduced 3.5%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
62,868
shares
|
$1.58 Million
0.2% of portfolio
|
Q3 2025
Reduced 24.78%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
62,681
shares
|
$1.57 Million
1.39% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
62,620
shares
|
$1.57 Million
2.2% of portfolio
|
Q2 2022
Reduced 0.18%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
62,565
shares
|
$1.57 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
62,371
shares
|
$1.56 Million
0.3% of portfolio
|
Q4 2025
Reduced 15.09%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
62,306
shares
|
$1.56 Million
0.27% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
62,297
shares
|
$1.56 Million
0.08% of portfolio
|
Q3 2025
Added 15.85%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
62,201
shares
|
$1.56 Million
0.46% of portfolio
|
Q4 2025
Added 2.99%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
62,198
shares
|
$1.56 Million
0.64% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
62,142
shares
|
$1.56 Million
0.23% of portfolio
|
Q2 2024
Reduced 6.78%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
62,055
shares
|
$1.56 Million
0.11% of portfolio
|
Q3 2025
Reduced 12.87%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
61,951
shares
|
$1.55 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
61,836
shares
|
$1.55 Million
0.28% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
61,723
shares
|
$1.55 Million
0.27% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
61,534
shares
|
$1.54 Million
0.21% of portfolio
|
Q3 2025
Added 88.75%
|
|