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 |
|---|---|---|---|---|---|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
20,274
shares
|
$508,471
0.18% of portfolio
|
Q3 2025
Added 20.85%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
20,219
shares
|
$507,092
0.39% of portfolio
|
Q3 2025
Added 82.73%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
20,206
shares
|
$506,766
0.11% of portfolio
|
Q3 2025
Added 43.19%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
20,190
shares
|
$506,365
0.02% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
20,173
shares
|
$505,938
0.05% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
20,164
shares
|
$505,713
0.21% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
20,154
shares
|
$505,462
0.0% of portfolio
|
Q3 2025
Added 29.45%
|
|
|
Zevin Asset Management LLC
|
Nov 10, 2025 Q3 2025 |
20,102
shares
|
$504,158
0.07% of portfolio
|
Q3 2025
Added 17.54%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
20,084
shares
|
$503,706
0.15% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
20,080
shares
|
$503,606
0.07% of portfolio
|
Q3 2025
Added 129.12%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
20,074
shares
|
$503,455
0.25% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
20,054
shares
|
$502,954
0.32% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
20,048
shares
|
$502,803
0.03% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
19,970
shares
|
$500,847
0.09% of portfolio
|
Q3 2025
Reduced 20.97%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
19,959
shares
|
$500,571
0.04% of portfolio
|
Q3 2025
Added 46.46%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2025 Q3 2025 |
19,871
shares
|
$498,364
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
19,850
shares
|
$497,837
0.21% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
19,843
shares
|
$497,662
0.12% of portfolio
|
Q3 2025
Added 22.75%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
19,808
shares
|
$496,784
0.17% of portfolio
|
Q3 2025
Reduced 55.78%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
19,800
shares
|
$496,583
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
19,793
shares
|
$496,408
0.19% of portfolio
|
Q3 2025
Added 25.57%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 13, 2025 Q3 2025 |
19,784
shares
|
$496,182
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
19,749
shares
|
$495,304
0.2% of portfolio
|
Q4 2025
Reduced 6.62%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
19,719
shares
|
$494,552
0.19% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
19,647
shares
|
$492,746
0.22% of portfolio
|
Q3 2025
Added 3.2%
|
|