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, Q4 2023
Institutional positions in Pfizer Inc as of Dec 31, 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
- 2,945
- +60 vs. Q3 2023
- Shares held
- 3.88B
- −25.1M (−0.6%) vs. Q3 2023
- Total value
- $111.7B
- −$17.8B (−13.7%) vs. Q3 2023
- New holders
- 329
- 866 more added
- Sold out
- 269
- 1,591 more reduced
50 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Pfizer Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Appleton Partners Inc | 18,170 | $523.0K | 0.04% | −2,966−14.0% | Reduced |
| FSM Wealth Advisors, LLC | 18,172 | $523.2K | 0.22% | +50.0% | Added |
| M. Kraus & Co | 18,187 | $523.6K | 0.17% | −245−1.3% | Reduced |
| Meridian Wealth Advisors, LLC | 18,189 | $523.7K | 0.11% | −2,377−11.6% | Reduced |
| Keudell/Morrison Wealth Management | 18,234 | $525.0K | 0.17% | −8,172−30.9% | Reduced |
| Aspen Investment Management Inc | 18,251 | $525.0K | 0.29% | −620−3.3% | Reduced |
| Ifrah Financial Services, Inc. | 18,269 | $526.0K | 0.15% | −984−5.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 18,310 | $527.2K | 0.30% | −2,616−12.5% | Reduced |
| Armstrong Henry H Associates Inc | 18,322 | $527.5K | 0.06% | −5,873−24.3% | Reduced |
| Lazari Capital Management, Inc. | 18,349 | $528.3K | 0.30% | −1,000−5.2% | Reduced |
| Signature Wealth Management Partners, LLC | 18,397 | $529.6K | 0.46% | −607−3.2% | Reduced |
| Atomi Financial Group, Inc. | 18,398 | $529.7K | 0.07% | +4,444+31.8% | Added |
| Norwood Financial Corp | 18,416 | $530.2K | 0.80% | −300−1.6% | Reduced |
| Kiley Juergens Wealth Management, LLC | 18,429 | $530.6K | 0.18% | −6,077−24.8% | Reduced |
| Princeton Capital Management LLC | 18,457 | $531.4K | 0.21% | −2,634−12.5% | Reduced |
| Sweet Financial Partners, LLC | 18,516 | $533.1K | 0.13% | +7,858+73.7% | Added |
| Oliver Luxxe Assets LLC | 18,563 | $534.4K | 0.13% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 18,588 | $535.2K | 0.03% | −4,338−18.9% | Reduced |
| 1620 Investment Advisors, Inc. | 18,606 | $535.7K | 0.59% | +310+1.7% | Added |
| EverSource Wealth Advisors, LLC | 18,615 | $535.9K | 0.05% | −1,931−9.4% | Reduced |
| Vivaldi Capital Management, LLC | 19,923 | $537.3K | 0.16% | −1,315−6.2% | Reduced |
| Samalin Investment Counsel, LLC | 18,673 | $537.6K | 0.27% | +7,361+65.1% | Added |
| Allred Capital Management, LLC | 18,831 | $542.1K | 0.24% | −2,261−10.7% | Reduced |
| PBMares Wealth Management LLC | 18,835 | $542.3K | 0.16% | −4,628−19.7% | Reduced |
| Paragon Capital Management Ltd | 18,974 | $546.3K | 0.11% | +1,000+5.6% | Added |
| Angeles Investment Advisors, LLC | 19,002 | $547.1K | 0.03% | +514+2.8% | Added |
| MTM Investment Management, LLC | 19,029 | $547.9K | 0.25% | +69+0.4% | Added |
| Hazlett, Burt & Watson, Inc. | 19,007 | $548.0K | 0.37% | −1,428−7.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 19,042 | $548.2K | 0.11% | +1,841+10.7% | Added |
| Revolve Wealth Partners, LLC | 19,117 | $550.4K | 0.11% | −273−1.4% | Reduced |
| XR Securities LLC | 19,121 | $550.5K | 0.17% | +19,121 | New |
| Fountainhead AM, LLC | 19,151 | $551.3K | 0.15% | +19,151 | New |
| Alan B. Lancz & Associates, Inc. | 19,205 | $552.9K | 0.58% | −2,250−10.5% | Reduced |
| Relative Value Partners Group, LLC | 19,227 | $553.6K | 0.03% | +148+0.8% | Added |
| WealthShield Partners, LLC | 19,257 | $554.4K | 0.09% | −1,297−6.3% | Reduced |
| Benjamin Edwards Inc | 19,291 | $555.0K | 0.12% | +327+1.7% | Added |
| Winthrop Capital Management, LLC | 19,302 | $555.7K | 0.18% | +19,302 | New |
| Savvy Advisors, Inc. | 19,350 | $557.1K | 0.54% | +19,350 | New |
| Parcion Private Wealth LLC | 19,435 | $559.5K | 0.05% | −100−0.5% | Reduced |
| Guidance Capital, Inc | 18,845 | $560.3K | 0.22% | +3,765+25.0% | Added |
| Flynn Zito Capital Management, LLC | 19,471 | $560.6K | 0.38% | −882−4.3% | Reduced |
| Fidelis Capital Partners, LLC | 19,480 | $560.8K | 0.12% | −404−2.0% | Reduced |
| CMT Capital Markets Trading GmbH | 19,500 | $561.0K | 0.39% | −5,800−22.9% | Reduced |
| American Trust Investment Advisors, LLC | 19,489 | $561.1K | 0.29% | +5,874+43.1% | Added |
| Fortitude Advisory Group L.L.C. | 19,505 | $561.5K | 0.34% | +156+0.8% | Added |
| Benchmark Wealth Management, LLC | 19,509 | $561.7K | 0.33% | −7,555−27.9% | Reduced |
| Integral Investment Advisors, Inc. | 19,513 | $561.8K | 0.36% | +2,649+15.7% | Added |
| Tucker Asset Management LLC | 19,546 | $562.7K | 0.14% | +476+2.5% | Added |
| Forza Wealth Management, LLC | 19,558 | $563.1K | 0.31% | −5,685−22.5% | Reduced |
| Financial Perspectives, Inc | 19,590 | $564.0K | 0.23% | +22+0.1% | Added |
| LCM Capital Management Inc | 19,632 | $565.2K | 0.41% | −187−0.9% | Reduced |
| Congress Park Capital LLC | 19,640 | $565.4K | 0.28% | −6,905−26.0% | Reduced |
| Twin Lakes Capital Management, LLC | 19,657 | $565.9K | 0.39% | +130+0.7% | Added |
| Stonebridge Capital Advisors LLC | 19,665 | $566.2K | 0.06% | −2,092−9.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 19,707 | $567.4K | 0.03% | −460−2.3% | Reduced |
| Archford Capital Strategies, LLC | 19,720 | $567.7K | 0.10% | −13,871−41.3% | Reduced |
| Ellevest, Inc. | 19,765 | $569.0K | 0.04% | +796+4.2% | Added |
| Willner & Heller, LLC | 19,822 | $570.7K | 0.64% | +19,822 | New |
| Lakeview Capital Partners, LLC | 19,823 | $570.7K | 0.10% | −2,024−9.3% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,845 | $571.3K | 0.01% | +594+3.1% | Added |
| Investment Management Associates Inc | 19,869 | $572.0K | 0.22% | −6,789−25.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 19,897 | $572.8K | 0.15% | −1,022−4.9% | Reduced |
| Monograph Wealth Advisors, LLC | 19,935 | $573.9K | 0.10% | +853+4.5% | Added |
| Carson Advisory Inc. | 19,959 | $574.6K | 0.45% | −3,910−16.4% | Reduced |
| Avidian Wealth Solutions, LLC | 20,017 | $576.3K | 0.04% | −1,087−5.2% | Reduced |
| Allstate Corp | 20,043 | $577.0K | 0.04% | +588+3.0% | Added |
| Richwood Investment Advisors, LLC | 20,111 | $579.0K | 0.54% | −218−1.1% | Reduced |
| DMG Group, LLC | 20,133 | $579.6K | 0.55% | −3,806−15.9% | Reduced |
| Koshinski Asset Management, Inc. | 20,135 | $579.7K | 0.09% | −8,517−29.7% | Reduced |
| Eight 31 Financial LLC | 20,162 | $580.5K | 0.36% | +20,162 | New |
| First Command Advisory Services, Inc. | 20,218 | $581.6K | 0.01% | −434−2.1% | Reduced |
| Childress Capital Advisors, LLC | 20,234 | $582.5K | 0.17% | +436+2.2% | Added |
| Krane Funds Advisors LLC | 20,241 | $582.7K | 0.02% | +1,163+6.1% | Added |
| Delta Financial Advisors LLC | 20,293 | $584.2K | 0.25% | −39,393−66.0% | Reduced |
| Gibraltar Capital Management, Inc. | 20,307 | $584.6K | 0.25% | +571+2.9% | Added |
| Gradient Investments LLC | 20,314 | $584.9K | 0.01% | +1,129+5.9% | Added |
| Sawyer & Company, Inc | 20,339 | $586.0K | 0.26% | −2,248−10.0% | Reduced |
| Avestar Capital, LLC | 20,383 | $586.8K | 0.07% | +3,223+18.8% | Added |
| Tevis Investment Management | 20,400 | $587.3K | 0.54% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 20,403 | $587.4K | 0.05% | −5,128−20.1% | Reduced |
| Buck Wealth Strategies, LLC | 20,471 | $589.4K | 0.22% | −148,364−87.9% | Reduced |
| Sage Capital Management, LLC | 20,479 | $589.6K | 0.35% | +20,479 | New |
| Atwood & Palmer Inc | 20,499 | $590.2K | 0.05% | −400−1.9% | Reduced |
| Intrepid Financial Planning Group LLC | 20,548 | $591.6K | 0.28% | −5,000−19.6% | Reduced |
| Northwest Bank & Trust Co | 20,560 | $591.9K | 0.53% | +20,560 | New |
| Westbourne Investment Advisors, Inc. | 20,560 | $592.0K | 0.24% | 00.0% | Unchanged |
| Advisor Resource Council | 20,568 | $592.2K | 0.07% | +12,075+142.2% | Added |
| Brown Shipley& Co Ltd | 20,577 | $592.4K | 0.29% | −623−2.9% | Reduced |
| Capital Advisors Inc | 20,596 | $593.0K | 0.01% | +1,418+7.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 20,672 | $595.2K | 0.04% | −4,901−19.2% | Reduced |
| First Pacific Financial | 20,716 | $596.4K | 0.18% | +1,418+7.3% | Added |
| Citizens & Northern Corp | 20,741 | $597.1K | 0.21% | −17,583−45.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 20,788 | $598.5K | 0.36% | −3,990−16.1% | Reduced |
| Privium Fund Management B.V. | 20,143 | $598.9K | 0.17% | +20,143 | New |
| Connective Portfolio Management, LLC | 20,850 | $600.3K | 1.22% | +20,850 | New |
| Edgemoor Investment Advisors, Inc. | 20,859 | $600.5K | 0.06% | −822−3.8% | Reduced |
| West Oak Capital, LLC | 20,950 | $601.0K | 0.28% | +2,564+13.9% | Added |
| Waddell & Associates, LLC | 20,694 | $601.2K | 0.08% | −13,772−40.0% | Reduced |
| Vaughan & Co Securities, Inc. | 20,918 | $602.2K | 0.40% | +8,480+68.2% | Added |
| Alliance Wealth Advisors, LLC | 20,924 | $602.4K | 0.40% | −1,635−7.2% | Reduced |