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 |
|---|---|---|---|---|---|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
24,815
shares
|
$622,360
0.13% of portfolio
|
Q3 2025
Added 20.92%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
24,811
shares
|
$622,259
0.58% of portfolio
|
Q3 2025
Reduced 22.25%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
24,797
shares
|
$621,908
0.23% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
24,784
shares
|
$621,582
0.05% of portfolio
|
Q3 2025
Added 41.29%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
24,689
shares
|
$619,200
0.41% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
24,688
shares
|
$619,175
0.06% of portfolio
|
Q3 2025
Reduced 19.22%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
24,670
shares
|
$618,723
0.49% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
24,670
shares
|
$618,723
0.1% of portfolio
|
Q3 2025
Added 39.71%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
24,664
shares
|
$618,573
0.01% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
24,663
shares
|
$618,548
0.04% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
24,655
shares
|
$618,347
0.07% of portfolio
|
Q4 2025
Added 8.22%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
24,609
shares
|
$617,193
0.05% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
24,606
shares
|
$617,118
0.13% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
24,551
shares
|
$615,739
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Hall Laurie J Trustee
|
Oct 14, 2025 Q3 2025 |
24,548
shares
|
$615,663
0.21% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Benin Management Corp
|
Jan 12, 2026 Q4 2025 |
24,524
shares
|
$615,061
0.14% of portfolio
|
Q4 2025
Added 5.78%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
24,459
shares
|
$613,431
0.37% of portfolio
|
Q2 2022
Reduced 1.37%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
24,385
shares
|
$611,575
0.16% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
24,365
shares
|
$611,074
0.75% of portfolio
|
Q3 2022
Reduced 6.24%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
24,326
shares
|
$610,096
0.01% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Nov 10, 2025 Q3 2025 |
24,315
shares
|
$609,820
0.06% of portfolio
|
Q3 2025
Added 40.7%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
24,278
shares
|
$608,892
0.05% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
24,245
shares
|
$608,064
0.41% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
24,218
shares
|
$607,387
0.61% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
24,102
shares
|
$604,478
0.08% of portfolio
|
Q3 2024
Added 0.58%
|
|