Pfizer Inc
PFE- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0000078003
In the last 90 days, Pfizer Inc insiders filed 3 open-market purchases and 1 sale; 2,843 institutions reported holding it in 13F filings for Q2 2026, worth $91.9B in total; Fairfax Financial is the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in Pfizer Inc as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,934
- −80 vs. Q2 2023
- Shares held
- 3.91B
- −8.97M (−0.2%) vs. Q2 2023
- Total value
- $129.7B
- −$14.1B (−9.8%) vs. Q2 2023
- New holders
- 126
- 1,190 more added
- Sold out
- 206
- 1,385 more reduced
35 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PFE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,843 | $91.9B |
| Q1 2026 | 2,969 | $105.6B |
| Q4 2025 | 2,927 | $93.0B |
| Q3 2025 | 2,824 | $92.5B |
| Q2 2025 | 2,820 | $90.5B |
| Q1 2025 | 2,941 | $95.0B |
| Q4 2024 | 3,004 | $99.6B |
| Q3 2024 | 2,920 | $109.1B |
| Q2 2024 | 2,883 | $104.8B |
| Q1 2024 | 2,885 | $105.5B |
| Q4 2023 | 2,945 | $111.7B |
| Q3 2023 | 2,935 | $129.7B |
| Q2 2023 | 3,050 | $144.1B |
| Q1 2023 | 3,113 | $160.4B |
| Q4 2022 | 3,272 | $200.2B |
| Q3 2022 | 3,093 | $170.0B |
| Q2 2022 | 3,166 | $202.3B |
| Q1 2022 | 3,204 | $196.7B |
| Q4 2021 | 3,269 | $222.9B |
| Q3 2021 | 2,812 | $160.1B |
| Q2 2021 | 2,744 | $145.6B |
| Q1 2021 | 2,683 | $133.1B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Pfizer Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caldwell Trust Co | 101,929 | $3.38M | 0.46% | −4,935−4.6% | Reduced |
| Legacy Advisors, LLC | 101,707 | $3.37M | 0.54% | +11,589+12.9% | Added |
| WealthTrust Axiom LLC | 101,495 | $3.37M | 1.21% | −13,935−12.1% | Reduced |
| Journey Advisory Group, LLC | 101,443 | $3.36M | 0.50% | −6,761−6.2% | Reduced |
| Ballentine Partners, LLC | 100,809 | $3.34M | 0.08% | −6,370−5.9% | Reduced |
| Focused Wealth Management, Inc | 100,551 | $3.34M | 0.59% | +9,989+11.0% | Added |
| Ameritas Advisory Services, LLC | 102,471 | $3.33M | 0.17% | +66,796+187.2% | Added |
| Bahl & Gaynor Inc | 100,216 | $3.32M | 0.02% | −12,200−10.9% | Reduced |
| Palouse Capital Management, Inc. | 99,600 | $3.30M | 2.45% | −1,262−1.3% | Reduced |
| KLCM Advisors, Inc. | 99,306 | $3.29M | 0.62% | +5,463+5.8% | Added |
| Merit Financial Group, LLC | 99,008 | $3.28M | 0.11% | −1,469−1.5% | Reduced |
| Chilton Capital Management LLC | 97,994 | $3.25M | 0.18% | −1,373−1.4% | Reduced |
| Spire Wealth Management | 97,985 | $3.25M | 0.12% | +2,397+2.5% | Added |
| Harbor Capital Advisors, Inc. | 97,660 | $3.24M | 0.70% | 00.0% | Unchanged |
| Adviser Investments LLC | 97,598 | $3.24M | 0.07% | +3,706+3.9% | Added |
| Knott David M Jr | 97,537 | $3.23M | 1.28% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 88,012 | $3.23M | 0.05% | +37,827+75.4% | Added |
| Altrius Capital Management Inc | 97,233 | $3.23M | 0.96% | +13,169+15.7% | Added |
| Boyar Asset Management Inc. | 96,974 | $3.22M | 2.53% | −3,319−3.3% | Reduced |
| Old Port Advisors | 96,910 | $3.21M | 1.17% | +96,910 | New |
| Holderness Investments Co | 96,570 | $3.20M | 1.25% | −2,195−2.2% | Reduced |
| Gladstone Institutional Advisory LLC | 96,256 | $3.19M | 0.21% | +2,731+2.9% | Added |
| Beech Hill Advisors, Inc. | 96,031 | $3.19M | 1.61% | +8,015+9.1% | Added |
| SS&H Financial Advisors, Inc. | 95,640 | $3.17M | 1.49% | +95,640 | New |
| Hengehold Capital Management LLC | 95,581 | $3.17M | 0.41% | +2,310+2.5% | Added |
| Ellsworth Advisors, LLC | 100,612 | $3.14M | 1.11% | +1,981+2.0% | Added |
| Westpac Banking Corp | 94,592 | $3.14M | 0.23% | +44,699+89.6% | Added |
| Altrafin AG | 94,576 | $3.14M | 1.37% | −7,126−7.0% | Reduced |
| Patten & Patten Inc | 94,064 | $3.12M | 0.27% | −1,678−1.8% | Reduced |
| Gladius Capital Management LP | 93,781 | $3.11M | 0.89% | +67,349+254.8% | Added |
| Wealthfront Advisers LLC | 93,654 | $3.11M | 0.01% | −137,387−59.5% | Reduced |
| GSB Wealth Management, LLC | 92,998 | $3.08M | 1.03% | +4,978+5.7% | Added |
| Dana Investment Advisors, Inc. | 92,883 | $3.08M | 0.16% | +3,751+4.2% | Added |
| Nelson Capital Management, LLC | 92,839 | $3.08M | 0.76% | −1,926−2.0% | Reduced |
| Plancorp, LLC | 92,740 | $3.08M | 0.16% | +1,629+1.8% | Added |
| Stokes Family Office, LLC | 92,687 | $3.07M | 0.36% | −6,906−6.9% | Reduced |
| Shilanski & Associates, Inc. | 92,444 | $3.07M | 1.25% | +2,908+3.2% | Added |
| Cutler Group LP | 91,645 | $3.04M | 0.49% | +35,198+62.4% | Added |
| Hanson & Doremus Investment Management | 90,860 | $3.01M | 0.62% | −931−1.0% | Reduced |
| Summit Global Investments | 90,428 | $3.00M | 0.20% | −123,152−57.7% | Reduced |
| Stoneridge Investment Partners LLC | 90,109 | $2.99M | 1.41% | +90,109 | New |
| Sphera Funds Management Ltd. | 90,000 | $2.99M | 0.72% | −50,000−35.7% | Reduced |
| Gluskin Sheff & Assoc Inc | 89,799 | $2.98M | 0.23% | −13,800−13.3% | Reduced |
| Abbrea Capital, LLC | 89,069 | $2.95M | 0.47% | −338−0.4% | Reduced |
| Wahed Invest LLC | 88,910 | $2.95M | 0.96% | +8,324+10.3% | Added |
| Unigestion Holding SA | 91,867 | $2.95M | 0.18% | −16,993−15.6% | Reduced |
| Grandfield & Dodd, LLC | 88,794 | $2.95M | 0.22% | +13,756+18.3% | Added |
| Strategic Investment Advisors | 88,754 | $2.94M | 0.48% | −2,940−3.2% | Reduced |
| NewEdge Wealth, LLC | 88,703 | $2.94M | 0.09% | −1,120−1.2% | Reduced |
| First PREMIER Bank | 88,499 | $2.94M | 0.90% | −350−0.4% | Reduced |
| Silvant Capital Management LLC | 88,513 | $2.94M | 0.18% | 00.0% | Unchanged |
| DFPG Investments, LLC | 98,916 | $2.94M | 0.27% | +40,183+68.4% | Added |
| SG Americas Securities, LLC | 88,439 | $2.93M | 0.04% | −234,458−72.6% | Reduced |
| AMG National Trust Bank | 88,260 | $2.93M | 0.10% | −1,984−2.2% | Reduced |
| Capital Insight Partners, LLC | 88,259 | $2.93M | 0.67% | +2,576+3.0% | Added |
| Resonant Capital Advisors, LLC | 88,136 | $2.92M | 0.31% | +1,283+1.5% | Added |
| All Terrain Financial Advisors, LLC | 88,130 | $2.92M | 1.48% | +1,906+2.2% | Added |
| AIA Group Ltd | 88,038 | $2.92M | 0.14% | +34,623+64.8% | Added |
| Beck Mack & Oliver LLC | 88,025 | $2.92M | 0.08% | −4,437−4.8% | Reduced |
| Aspen Grove Capital, LLC | 87,841 | $2.91M | 1.08% | −25,961−22.8% | Reduced |
| Sepio Capital, LP | 87,612 | $2.91M | 0.25% | −91,764−51.2% | Reduced |
| Capital Investment Advisory Services, LLC | 87,269 | $2.89M | 0.29% | +18,482+26.9% | Added |
| Jackson Hole Capital Partners, LLC | 87,073 | $2.89M | 0.85% | −1,103−1.3% | Reduced |
| Private Trust Co NA | 87,009 | $2.89M | 0.38% | −15,238−14.9% | Reduced |
| Belpointe Asset Management LLC | 86,738 | $2.88M | 0.30% | +670+0.8% | Added |
| Providence Capital Advisors, LLC | 86,546 | $2.87M | 0.75% | −64,466−42.7% | Reduced |
| BancorpSouth Bank | 85,931 | $2.85M | 0.25% | −6,792−7.3% | Reduced |
| SOL Capital Management CO | 85,582 | $2.84M | 0.44% | +12,906+17.8% | Added |
| Grimes & Company, Inc. | 85,583 | $2.84M | 0.11% | −456−0.5% | Reduced |
| Prio Wealth Limited Partnership | 85,579 | $2.84M | 0.11% | −8,545−9.1% | Reduced |
| Peoples Financial Services Corp. | 85,564 | $2.84M | 1.34% | −5,473−6.0% | Reduced |
| Finer Wealth Management, Inc. | 85,203 | $2.83M | 2.26% | +3,944+4.9% | Added |
| Rock Point Advisors, LLC | 84,915 | $2.82M | 0.97% | +7,447+9.6% | Added |
| Edgewood Management LLC | 84,911 | $2.82M | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 84,563 | $2.80M | 0.11% | −9,877−10.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 84,533 | $2.80M | 0.19% | −3,809−4.3% | Reduced |
| IFG Advisory, LLC | 84,526 | $2.80M | 0.24% | +225+0.3% | Added |
| We Are One Seven, LLC | 84,399 | $2.80M | 0.22% | +5,355+6.8% | Added |
| IHT Wealth Management, LLC | 84,369 | $2.80M | 0.14% | +7,800+10.2% | Added |
| Boston Trust Walden Corp | 84,150 | $2.79M | 0.02% | −1,847−2.1% | Reduced |
| Greenline Partners, LLC | 83,907 | $2.78M | 0.52% | −2,782−3.2% | Reduced |
| Arrow Financial Corp | 83,613 | $2.77M | 0.33% | −23,616−22.0% | Reduced |
| Freestone Capital Holdings, LLC | 83,234 | $2.76M | 0.15% | −4,242−4.8% | Reduced |
| Van Cleef Asset Management,Inc | 82,645 | $2.74M | 0.43% | −1,003−1.2% | Reduced |
| Cambridge Trust Co | 82,441 | $2.73M | 0.13% | −518−0.6% | Reduced |
| Leavell Investment Management, Inc. | 82,314 | $2.73M | 0.19% | −17,195−17.3% | Reduced |
| Unison Advisors LLC | 82,287 | $2.73M | 0.32% | +909+1.1% | Added |
| Asset Advisors Investment Management, LLC | 82,263 | $2.73M | 0.37% | −6,837−7.7% | Reduced |
| IMS Capital Management | 82,020 | $2.72M | 1.62% | +750+0.9% | Added |
| Avitas Wealth Management LLC | 81,997 | $2.72M | 0.52% | −22,017−21.2% | Reduced |
| Searle & Co. | 81,812 | $2.71M | 0.92% | −1,254−1.5% | Reduced |
| Independent Financial Group, LLC | 81,323 | $2.70M | 0.18% | +6,933+9.3% | Added |
| Chicago Capital, LLC | 81,313 | $2.70M | 0.13% | −396−0.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 12,212 | $2.70M | 0.46% | −1,983−14.0% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 80,937 | $2.68M | 0.17% | +2,811+3.6% | Added |
| Bill Few Associates, Inc. | 80,820 | $2.68M | 1.40% | +368+0.5% | Added |
| Fund Management at Engine No. 1 LLC | 80,744 | $2.68M | 0.42% | +7,252+9.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 80,587 | $2.67M | 0.27% | +1,390+1.8% | Added |
| Beverly Hills Private Wealth, LLC | 80,439 | $2.67M | 0.79% | −69,893−46.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 80,387 | $2.67M | 0.36% | −7,090−8.1% | Reduced |