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 |
|---|---|---|---|---|---|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
18,477
shares
|
$463,403
0.1% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
18,467
shares
|
$463,152
0.12% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
18,445
shares
|
$462,600
1.5% of portfolio
|
Q3 2022
Reduced 1.77%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
18,421
shares
|
$461,998
0.19% of portfolio
|
Q1 2024
Added 114.97%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
18,394
shares
|
$461,321
0.16% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
18,358
shares
|
$460,418
0.02% of portfolio
|
Q4 2025
Added 6.49%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
18,342
shares
|
$460,017
0.13% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
18,290
shares
|
$458,713
0.11% of portfolio
|
Q4 2025
Reduced 3.54%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
18,288
shares
|
$458,663
0.13% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
18,284
shares
|
$458,562
0.17% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
18,262
shares
|
$458,010
0.07% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
18,261
shares
|
$457,985
0.29% of portfolio
|
Q4 2025
Reduced 0.58%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
18,255
shares
|
$457,835
0.03% of portfolio
|
Q3 2025
Added 20.4%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
18,242
shares
|
$457,509
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
18,212
shares
|
$456,756
0.01% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
18,201
shares
|
$456,481
0.01% of portfolio
|
Q3 2025
Added 19.85%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
18,191
shares
|
$456,230
0.32% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
18,164
shares
|
$455,553
0.02% of portfolio
|
Q3 2025
Reduced 20.34%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
18,126
shares
|
$454,600
0.24% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
18,120
shares
|
$454,449
0.17% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
18,080
shares
|
$453,446
0.11% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
18,045
shares
|
$452,568
0.2% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
18,033
shares
|
$452,267
0.35% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
17,981
shares
|
$450,963
0.53% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
17,959
shares
|
$450,411
0.54% of portfolio
|
Q4 2022
Added 4.31%
|
|