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
- 2,944
- +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
- 865 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 |
|---|---|---|---|---|---|
| Aft, Forsyth & Sober, LLC | 28,400 | $818.0K | 0.32% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 28,426 | $818.4K | 0.13% | +18,929+199.3% | Added |
| Timber Creek Capital Management LLC | 28,463 | $819.5K | 0.28% | −49,631−63.6% | Reduced |
| Trustco Bank Corp N Y | 28,469 | $819.6K | 0.89% | −4,836−14.5% | Reduced |
| Beacon Financial Advisory LLC | 28,494 | $820.3K | 0.40% | −751−2.6% | Reduced |
| White Pine Investment CO | 28,522 | $821.0K | 0.26% | −5,378−15.9% | Reduced |
| Richardson Financial Services Inc. | 28,527 | $821.3K | 0.72% | +28,527 | New |
| 180 Wealth Advisors, LLC | 27,632 | $821.5K | 0.16% | −5,572−16.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 28,753 | $827.8K | 0.16% | −5,137−15.2% | Reduced |
| Atlas Wealth LLC | 25,018 | $829.8K | 0.45% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 28,879 | $831.4K | 0.49% | −1,435−4.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 28,952 | $833.5K | 0.37% | +396+1.4% | Added |
| CSS LLC | 28,999 | $834.9K | 0.07% | −14,000−32.6% | Reduced |
| Tarbox Family Office, Inc. | 29,040 | $836.1K | 0.16% | −60−0.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 29,131 | $838.7K | 0.72% | −1,050−3.5% | Reduced |
| Cornerstone Advisory, LLC | 29,132 | $838.7K | 0.13% | +45+0.2% | Added |
| Montgomery Investment Management Inc | 29,202 | $840.7K | 0.26% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 29,607 | $840.8K | 0.26% | −5,789−16.4% | Reduced |
| New Insight Wealth Advisors | 29,493 | $849.1K | 0.57% | +29,493 | New |
| PSI Advisors, LLC | 29,508 | $849.5K | 0.32% | +4,729+19.1% | Added |
| Pin Oak Investment Advisors Inc | 29,544 | $851.0K | 0.86% | −4,200−12.4% | Reduced |
| Fernwood Investment Management, LLC | 24,829 | $855.1K | 0.28% | −5,425−17.9% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 29,768 | $857.0K | 0.70% | +29,768 | New |
| Los Angeles Capital Management LLC | 29,864 | $859.8K | 0.00% | +899+3.1% | Added |
| St. Johns Investment Management Company, LLC | 29,870 | $860.0K | 0.44% | −2,188−6.8% | Reduced |
| Gryphon Financial Partners LLC | 26,942 | $860.9K | 0.15% | +8,194+43.7% | Added |
| Hall Capital Management Co Inc | 29,962 | $862.6K | 0.51% | −5,856−16.3% | Reduced |
| CWS Financial Advisors, LLC | 29,968 | $862.8K | 0.32% | −6,301−17.4% | Reduced |
| Payden & Rygel | 29,980 | $863.0K | 0.06% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 29,503 | $863.3K | 0.26% | +1,327+4.7% | Added |
| Register Financial Advisors LLC | 29,998 | $863.6K | 0.58% | −2,778−8.5% | Reduced |
| MYDA Advisors LLC | 30,000 | $863.7K | 0.38% | +30,000 | New |
| First Western Trust Bank | 30,012 | $864.0K | 0.04% | +3,192+11.9% | Added |
| Shulman DeMeo Asset Management LLC | 30,072 | $865.8K | 0.25% | −1,940−6.1% | Reduced |
| Aigen Investment Management, LP | 30,109 | $866.8K | 0.15% | +30,109 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 30,101 | $867.0K | 0.09% | −2,824−8.6% | Reduced |
| Virtue Capital Management, LLC | 29,631 | $867.6K | 0.18% | −6,352−17.7% | Reduced |
| Berkshire Bank | 30,162 | $868.4K | 0.23% | −195−0.6% | Reduced |
| Lantz Financial LLC | 30,201 | $869.5K | 0.31% | +171+0.6% | Added |
| NCM Capital Management, LLC | 30,209 | $869.7K | 0.53% | −1,278−4.1% | Reduced |
| MONECO Advisors, LLC | 30,247 | $870.8K | 0.17% | +7,862+35.1% | Added |
| Weik Capital Management | 30,315 | $872.8K | 0.40% | −10,839−26.3% | Reduced |
| Peak Asset Management, LLC | 30,317 | $872.8K | 0.19% | −2,644−8.0% | Reduced |
| Deseret Mutual Benefit Administrators | 30,323 | $873.0K | 0.50% | −5,792−16.0% | Reduced |
| Meritage Portfolio Management | 30,324 | $873.0K | 0.06% | +277+0.9% | Added |
| Advisory Alpha, LLC | 30,330 | $873.2K | 0.04% | +325+1.1% | Added |
| GM Advisory Group, Inc. | 30,330 | $873.2K | 0.07% | +11,398+60.2% | Added |
| Geller Advisors LLC | 30,347 | $873.7K | 0.09% | −4,462−12.8% | Reduced |
| Chatham Capital Group, Inc. | 30,357 | $874.0K | 0.18% | −1,273−4.0% | Reduced |
| Wellington Shields Capital Management, LLC | 30,365 | $874.2K | 0.11% | −2,158−6.6% | Reduced |
| Founders Financial Alliance, LLC | 30,486 | $877.7K | 0.34% | +666+2.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 30,517 | $879.0K | 0.03% | +22,129+263.8% | Added |
| Ironwood Investment Management LLC | 30,615 | $881.4K | 0.46% | −700−2.2% | Reduced |
| Scott & Selber, Inc. | 30,782 | $886.0K | 0.33% | −150−0.5% | Reduced |
| Harvey Investment Co LLC | 30,797 | $887.0K | 0.11% | −500−1.6% | Reduced |
| Lake Street Advisors Group, LLC | 30,934 | $890.6K | 0.04% | −5,808−15.8% | Reduced |
| Magnetar Financial LLC | 30,975 | $891.8K | 0.02% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 30,395 | $893.7K | 0.19% | +23,491+340.3% | Added |
| Resurgent Financial Advisors LLC | 31,097 | $895.3K | 0.55% | −1,331−4.1% | Reduced |
| HTLF Bank | 31,103 | $895.5K | 0.11% | +31,103 | New |
| Mach-1 Financial Group, Inc. | 31,234 | $899.2K | 0.34% | −1,755−5.3% | Reduced |
| Santori & Peters | 31,254 | $899.8K | 0.43% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 31,383 | $903.5K | 0.30% | −393−1.2% | Reduced |
| United Bank | 31,386 | $903.6K | 0.50% | −1,315−4.0% | Reduced |
| Global Trust Asset Management, LLC | 31,391 | $903.8K | 0.40% | −10,892−25.8% | Reduced |
| Mathes Company, Inc. | 31,400 | $904.0K | 0.37% | 00.0% | Unchanged |
| Embree Financial Group | 31,428 | $904.8K | 0.19% | +31,428 | New |
| Bremer Bank National Association | 31,530 | $907.7K | 0.17% | +6,500+26.0% | Added |
| Good Life Advisors, LLC | 31,624 | $910.5K | 0.09% | +1,468+4.9% | Added |
| Bank Ozk | 31,706 | $912.8K | 0.45% | −4,163−11.6% | Reduced |
| Ironwood Investment Counsel, LLC | 31,710 | $912.9K | 0.17% | −8,929−22.0% | Reduced |
| Equitable Trust Co | 31,783 | $915.0K | 0.07% | −7,825−19.8% | Reduced |
| Little House Capital LLC | 31,874 | $917.6K | 0.33% | −10,588−24.9% | Reduced |
| Ceera Investments, LLC | 31,903 | $918.5K | 0.43% | −27,930−46.7% | Reduced |
| Harbor Advisors LLC | 31,962 | $920.2K | 0.18% | +13,000+68.6% | Added |
| L.M. Kohn & Company | 31,967 | $920.3K | 0.29% | +3,165+11.0% | Added |
| Sentry LLC | 32,028 | $922.1K | 0.20% | +150.0% | Added |
| Nikulski Financial, Inc. | 32,074 | $923.4K | 0.34% | −17,737−35.6% | Reduced |
| Violich Capital Management, Inc. | 32,119 | $925.0K | 0.15% | −2,132−6.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 32,181 | $926.5K | 0.14% | −158,885−83.2% | Reduced |
| Brave Asset Management Inc | 32,195 | $926.9K | 0.26% | −5,870−15.4% | Reduced |
| David Loasby | 31,480 | $927.7K | 0.10% | −3,142−9.1% | Reduced |
| Summit Financial Group Inc | 32,252 | $928.5K | 0.36% | +140+0.4% | Added |
| Able Wealth Management LLC | 32,271 | $929.1K | 0.84% | +32,271 | New |
| Roof Eidam & Maycock | 32,316 | $930.4K | 0.28% | +20.0% | Added |
| Beverly Hills Private Wealth, LLC | 32,597 | $938.5K | 0.25% | −47,842−59.5% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 32,618 | $939.1K | 0.23% | +589+1.8% | Added |
| ZWJ Investment Counsel Inc | 32,669 | $940.5K | 0.05% | −9,940−23.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 32,685 | $941.0K | 0.48% | −1,598−4.7% | Reduced |
| Atlantic Trust, LLC | 32,716 | $941.9K | 0.26% | −2,975−8.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 32,748 | $943.0K | 0.02% | −1,761,741−98.2% | Reduced |
| Ritholtz Wealth Management | 32,865 | $946.2K | 0.04% | +4,608+16.3% | Added |
| FourThought Financial Partners, LLC | 32,924 | $947.9K | 0.12% | +146+0.4% | Added |
| ORG Partners LLC | 33,100 | $953.2K | 0.16% | +7,546+29.5% | Added |
| Buckingham Strategic Partners | 33,120 | $953.5K | 0.05% | −32,287−49.4% | Reduced |
| Center For Asset Management LLC | 33,213 | $956.2K | 0.87% | −2,513−7.0% | Reduced |
| Gluskin Sheff & Assoc Inc | 33,241 | $957.0K | 0.09% | −56,558−63.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 33,261 | $957.6K | 0.25% | −1,797−5.1% | Reduced |
| Hall Laurie J Trustee | 33,294 | $959.0K | 0.37% | −500−1.5% | Reduced |
| Marcum Wealth, LLC | 33,339 | $959.8K | 0.10% | −5,680−14.6% | Reduced |