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 |
|---|---|---|---|---|---|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
26,467
shares
|
$663,792
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 04, 2025 Q3 2025 |
26,437
shares
|
$663,039
0.2% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
26,396
shares
|
$662,011
0.08% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
26,342
shares
|
$660,657
0.27% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
26,311
shares
|
$659,879
0.12% of portfolio
|
Q3 2025
Reduced 8.54%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
26,279
shares
|
$659,077
0.07% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
26,276
shares
|
$659,002
0.27% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
26,229
shares
|
$657,823
2.35% of portfolio
|
Q3 2022
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
26,213
shares
|
$657,422
0.03% of portfolio
|
Q3 2025
Reduced 25.58%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
26,184
shares
|
$656,694
0.06% of portfolio
|
Q3 2025
Reduced 11.18%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
26,089
shares
|
$654,312
0.16% of portfolio
|
Q3 2025
Reduced 62.91%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
26,059
shares
|
$653,559
0.24% of portfolio
|
Q3 2025
Reduced 13.92%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
25,993
shares
|
$651,904
0.28% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Orca Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
25,921
shares
|
$650,098
0.55% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
25,911
shares
|
$649,847
0.02% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
25,899
shares
|
$649,546
0.07% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
25,876
shares
|
$648,970
0.1% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
25,849
shares
|
$648,292
0.11% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
25,815
shares
|
$647,440
0.19% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Fruth Investment Management
|
Oct 17, 2025 Q3 2025 |
25,762
shares
|
$646,110
0.18% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2025 Q3 2025 |
25,737
shares
|
$645,483
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
25,700
shares
|
$644,556
0.04% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
25,668
shares
|
$643,753
0.1% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
25,661
shares
|
$643,577
0.08% of portfolio
|
Q3 2025
Added 37.97%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
25,620
shares
|
$642,549
0.08% of portfolio
|
Q3 2025
Added 0.02%
|
|