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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
16,954
shares
|
$425,206
0.06% of portfolio
|
Q2 2024
Added 15.89%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
16,923
shares
|
$424,428
0.05% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
16,898
shares
|
$423,801
0.3% of portfolio
|
Q3 2025
Added 58.0%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
16,883
shares
|
$423,425
0.0% of portfolio
|
Q3 2025
Reduced 21.33%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
16,866
shares
|
$422,999
0.15% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
16,851
shares
|
$422,623
0.33% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
16,850
shares
|
$422,598
0.07% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Defender Capital, Llc.
|
Jan 12, 2026 Q4 2025 |
16,735
shares
|
$419,713
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
16,729
shares
|
$419,563
0.03% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
16,725
shares
|
$419,463
0.06% of portfolio
|
Q3 2025
Reduced 27.41%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
16,715
shares
|
$419,212
0.19% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
16,712
shares
|
$419,136
0.12% of portfolio
|
Q3 2025
Reduced 50.56%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
16,686
shares
|
$418,484
0.03% of portfolio
|
Q3 2025
Reduced 17.17%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
16,686
shares
|
$418,484
0.3% of portfolio
|
Q3 2025
Added 33.72%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
16,665
shares
|
$417,958
0.07% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
16,636
shares
|
$417,230
0.1% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
16,620
shares
|
$416,829
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
16,600
shares
|
$416,328
0.05% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Orion Investment CO
St. Louis, MO |
Nov 13, 2025 Q3 2025 |
16,600
shares
|
$416,328
0.13% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
16,557
shares
|
$415,249
0.06% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
16,549
shares
|
$415,048
0.12% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
16,491
shares
|
$413,594
0.05% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
16,484
shares
|
$413,418
0.33% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
16,470
shares
|
$413,067
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
16,339
shares
|
$409,782
0.23% of portfolio
|
Q3 2025
Reduced 39.02%
|
|