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 |
|---|---|---|---|---|---|
|
Montgomery Investment Management Inc
|
Oct 17, 2025 Q3 2025 |
17,470
shares
|
$438,147
0.16% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
17,469
shares
|
$438,122
0.02% of portfolio
|
Q3 2025
Reduced 12.52%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
17,456
shares
|
$437,796
0.05% of portfolio
|
Q1 2025
Added 108.38%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
17,410
shares
|
$436,642
0.08% of portfolio
|
Q3 2025
Added 23.39%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
17,388
shares
|
$436,091
0.03% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,327
shares
|
$434,561
0.12% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
17,324
shares
|
$434,485
0.09% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
17,312
shares
|
$434,184
0.18% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
17,296
shares
|
$433,783
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
17,239
shares
|
$432,354
0.02% of portfolio
|
Q3 2025
Added 25.06%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
17,227
shares
|
$432,053
0.16% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
17,226
shares
|
$432,028
0.02% of portfolio
|
Q3 2025
Reduced 21.84%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
17,216
shares
|
$431,777
0.1% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
17,142
shares
|
$429,921
0.04% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
17,126
shares
|
$429,520
0.09% of portfolio
|
Q3 2025
Reduced 68.82%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
17,097
shares
|
$428,792
0.07% of portfolio
|
Q3 2025
Added 54.63%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
17,093
shares
|
$428,692
0.14% of portfolio
|
Q4 2025
Added 57.83%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
17,071
shares
|
$428,140
0.04% of portfolio
|
Q3 2025
Reduced 61.05%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
17,056
shares
|
$427,764
0.15% of portfolio
|
Q3 2025
Added 2800.68%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2025 Q3 2025 |
17,035
shares
|
$427,237
0.1% of portfolio
|
Q3 2025
Reduced 82.88%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
17,009
shares
|
$426,585
0.07% of portfolio
|
Q3 2025
Reduced 23.45%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
17,003
shares
|
$426,435
0.09% of portfolio
|
Q3 2025
Added 43.22%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
17,000
shares
|
$426,360
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
16,980
shares
|
$425,858
0.04% of portfolio
|
Q3 2025
Reduced 24.97%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
16,954
shares
|
$425,206
0.06% of portfolio
|
Q2 2024
Added 15.89%
|
|