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 |
|---|---|---|---|---|---|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
32,725
shares
|
$820,743
0.28% of portfolio
|
Q3 2025
Reduced 10.63%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
32,688
shares
|
$819,815
0.05% of portfolio
|
Q3 2025
Added 72.65%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
32,647
shares
|
$818,786
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
32,640
shares
|
$818,611
0.25% of portfolio
|
Q3 2025
Added 43.95%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
32,618
shares
|
$818,059
0.23% of portfolio
|
Q4 2023
Added 1.84%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
32,600
shares
|
$817,608
0.4% of portfolio
|
Q1 2025
Reduced 51.88%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
32,437
shares
|
$813,519
0.29% of portfolio
|
Q4 2025
Reduced 0.85%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
32,415
shares
|
$812,968
0.16% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
32,412
shares
|
$812,892
0.06% of portfolio
|
Q4 2025
Added 3.76%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
32,384
shares
|
$812,190
0.06% of portfolio
|
Q3 2025
Added 18.7%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
32,296
shares
|
$809,983
0.21% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
32,266
shares
|
$809,231
0.15% of portfolio
|
Q3 2023
Added 5.83%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
32,251
shares
|
$808,855
0.06% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
32,023
shares
|
$803,136
0.11% of portfolio
|
Q3 2025
Added 26.08%
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
31,962
shares
|
$801,606
0.13% of portfolio
|
Q4 2023
Added 68.56%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
31,922
shares
|
$800,603
0.13% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
31,902
shares
|
$800,102
0.32% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
31,865
shares
|
$799,174
0.07% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
31,864
shares
|
$799,149
0.16% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
31,768
shares
|
$796,741
0.1% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
31,717
shares
|
$795,462
0.11% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
31,697
shares
|
$794,960
0.32% of portfolio
|
Q1 2023
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
31,633
shares
|
$793,355
0.02% of portfolio
|
Q3 2025
Added 23.76%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
31,631
shares
|
$793,305
0.08% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
31,538
shares
|
$790,973
0.17% of portfolio
|
Q3 2025
Added 5.67%
|
|