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 |
|---|---|---|---|---|---|
| Sax Wealth Advisors, LLC | 8,226 | $236.8K | 0.04% | +1,251+17.9% | Added |
| Asset Management Resources, LLC | 8,281 | $238.4K | 0.14% | −7,436−47.3% | Reduced |
| Mayfair Advisory Group, LLC | 8,021 | $238.5K | 0.20% | −2,236−21.8% | Reduced |
| Hoertkorn Richard Charles | 8,287 | $238.6K | 0.11% | −1,000−10.8% | Reduced |
| New Vernon Capital Holdings II LLC | 8,298 | $238.9K | 0.13% | −817−9.0% | Reduced |
| Affinity Capital Advisors, LLC | 8,300 | $238.9K | 0.06% | −15−0.2% | Reduced |
| NorthStar Asset Management LLC | 8,307 | $239.1K | 0.22% | +8,307 | New |
| SRS Capital Advisors, Inc. | 8,324 | $239.7K | 0.03% | −1,579−15.9% | Reduced |
| Aua Capital Management, LLC | 8,337 | $240.0K | 0.15% | −4,876−36.9% | Reduced |
| Trilogy Capital Inc. | 8,363 | $240.8K | 0.01% | −539−6.1% | Reduced |
| First Wilshire Securities Management Inc | 8,378 | $241.0K | 0.08% | 00.0% | Unchanged |
| TAP Consulting, LLC | 8,384 | $241.4K | 0.06% | +100+1.2% | Added |
| Arista Wealth Management, LLC | 8,444 | $243.1K | 0.09% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 8,445 | $243.1K | 0.13% | +1,507+21.7% | Added |
| Annex Advisory Services, LLC | 8,477 | $244.1K | 0.01% | −5,032−37.2% | Reduced |
| Chesapeake Wealth Management | 8,494 | $244.5K | 0.09% | −2,746−24.4% | Reduced |
| Monument Capital Management | 8,497 | $244.6K | 0.08% | −3,180−27.2% | Reduced |
| Phillips Wealth Planners LLC | 8,713 | $244.7K | 0.29% | −2,455−22.0% | Reduced |
| RB Capital Management, LLC | 8,522 | $245.4K | 0.07% | −2,823−24.9% | Reduced |
| Cahill Financial Advisors Inc | 8,524 | $245.4K | 0.04% | −1,109−11.5% | Reduced |
| Walker Asset Management, LLC | 8,527 | $245.5K | 0.18% | +8,527 | New |
| May Barnhard Investments LLC | 8,540 | $245.9K | 0.13% | +8,540 | New |
| High Note Wealth, LLC | 8,545 | $246.0K | 0.09% | −3,209−27.3% | Reduced |
| Lodestar Private Asset Management LLC | 8,557 | $246.4K | 0.04% | −4,114−32.5% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 8,564 | $246.6K | 0.24% | −27−0.3% | Reduced |
| Retirement Group, LLC | 8,569 | $246.7K | 0.10% | +1,634+23.6% | Added |
| Global Financial Private Client, LLC | 8,583 | $247.1K | 0.12% | −65−0.8% | Reduced |
| Cape Investment Advisory, Inc. | 8,603 | $247.7K | 0.12% | +459+5.6% | Added |
| Carr Financial Group Corp | 8,619 | $248.2K | 0.09% | −2,393−21.7% | Reduced |
| Annandale Capital, LLC | 8,643 | $249.0K | 0.06% | +2,087+31.8% | Added |
| Sterling Wealth Management, Inc. | 8,649 | $249.0K | 0.14% | +8,649 | New |
| Maia Wealth LLC | 8,654 | $249.1K | 0.10% | +8,654 | New |
| Stephenson National Bank & Trust | 8,672 | $249.7K | 0.12% | −3,009−25.8% | Reduced |
| Carlson Capital Management | 8,678 | $249.8K | 0.01% | −4,855−35.9% | Reduced |
| Barton Investment Management | 8,700 | $250.5K | 0.03% | 00.0% | Unchanged |
| Insight Inv LLC | 8,715 | $250.9K | 0.25% | −1,000−10.3% | Reduced |
| Redwood Financial Network Corp | 8,727 | $251.2K | 0.24% | −647−6.9% | Reduced |
| Summit Place Financial Advisors, LLC | 8,750 | $251.9K | 0.16% | −29−0.3% | Reduced |
| Cardiff Park Advisors, LLC | 8,755 | $252.1K | 0.03% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 8,782 | $252.8K | 0.08% | −3,073−25.9% | Reduced |
| JSF Financial, LLC | 8,807 | $253.6K | 0.09% | −2,579−22.7% | Reduced |
| Palogic Value Management, L.P. | 8,825 | $254.1K | 0.11% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 8,857 | $255.2K | 0.04% | +79+0.9% | Added |
| LifePlan Financial, LLC | 8,864 | $255.2K | 0.26% | +8,864 | New |
| Vicus Capital | 8,877 | $255.6K | 0.03% | −4,940−35.8% | Reduced |
| Meridian Wealth Partners, LLC | 8,883 | $255.7K | 0.05% | −1,706−16.1% | Reduced |
| Executive Wealth Management, LLC | 8,890 | $255.9K | 0.02% | −140,302−94.0% | Reduced |
| Lindenwold Advisors | 8,906 | $256.4K | 0.15% | −10,883−55.0% | Reduced |
| Sandy Cove Advisors, LLC | 8,951 | $257.7K | 0.13% | −1,363−13.2% | Reduced |
| Stonehearth Capital Management, LLC | 8,957 | $257.9K | 0.13% | +1,298+16.9% | Added |
| Cornerstone Wealth Group, LLC | 8,960 | $258.0K | 0.04% | +399+4.7% | Added |
| Hardy Reed LLC | 8,965 | $258.1K | 0.03% | −219−2.4% | Reduced |
| Waratah Capital Advisors Ltd. | 8,972 | $258.3K | 0.01% | +8,972 | New |
| MPS Loria Financial Planners, LLC | 8,996 | $259.0K | 0.09% | −308−3.3% | Reduced |
| Wayfinding Financial, LLC | 8,999 | $259.0K | 0.18% | −430−4.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 9,003 | $259.2K | 0.07% | +15+0.2% | Added |
| Sharp Financial Services, LLC | 9,012 | $259.5K | 0.28% | +9,012 | New |
| Pensionmark Financial Group, LLC | 9,030 | $260.0K | 0.03% | +9,030 | New |
| Provence Wealth Management Group | 9,056 | $260.7K | 0.14% | +397+4.6% | Added |
| ERTS Wealth Advisors, LLC | 9,097 | $261.9K | 0.06% | −3,515−27.9% | Reduced |
| Park Circle Co | 9,100 | $262.0K | 0.25% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 9,125 | $262.7K | 0.14% | −388−4.1% | Reduced |
| Cardinal Strategic Wealth Guidance | 9,127 | $262.8K | 0.10% | −3,105−25.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 9,130 | $262.9K | 0.06% | −7,243−44.2% | Reduced |
| Covestor Ltd | 9,141 | $263.0K | 0.18% | −708−7.2% | Reduced |
| Mill Creek Capital Advisors, LLC | 9,158 | $263.7K | 0.01% | +1,519+19.9% | Added |
| Sendero Wealth Management, LLC | 9,161 | $263.7K | 0.05% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 9,161 | $263.7K | 0.09% | −8,450−48.0% | Reduced |
| Traveka Wealth, LLC | 9,171 | $264.0K | 0.13% | +9,171 | New |
| Kelman-Lazarov, Inc. | 9,175 | $264.1K | 0.06% | −489−5.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 9,196 | $264.8K | 0.13% | −651−6.6% | Reduced |
| McDonough Capital Management, Inc | 9,208 | $265.1K | 0.23% | +121+1.3% | Added |
| Loudon Investment Management, LLC | 9,210 | $265.2K | 0.16% | −16,342−64.0% | Reduced |
| MTM Financial Group, LLC | 9,218 | $265.4K | 0.19% | −975−9.6% | Reduced |
| Sunburst Financial Group, LLC | 9,239 | $266.0K | 0.08% | −4,689−33.7% | Reduced |
| Cooper Financial Group | 9,272 | $267.0K | 0.05% | +58+0.6% | Added |
| Aurora Private Wealth, Inc. | 9,287 | $267.0K | 0.25% | −1,338−12.6% | Reduced |
| 49 Wealth Management, LLC | 9,294 | $267.6K | 0.07% | +9,294 | New |
| Householder Group Estate & Retirement Specialist, LLC | 9,318 | $268.0K | 0.09% | +150+1.6% | Added |
| Valley Financial Group, Inc. | 9,313 | $268.1K | 0.21% | +9,313 | New |
| Addison Advisors LLC | 9,322 | $268.4K | 0.10% | +970+11.6% | Added |
| Systematic Portfolios LLC | 9,339 | $268.9K | 0.81% | +9,339 | New |
| Port Capital LLC | 9,342 | $269.0K | 0.02% | +310+3.4% | Added |
| Wimmer Associates 1, LLC | 9,378 | $270.0K | 0.15% | −8,521−47.6% | Reduced |
| Kapstone Financial Advisors LLC | 9,849 | $270.6K | 0.21% | −2,182−18.1% | Reduced |
| Westside Investment Management, Inc. | 9,399 | $270.6K | 0.07% | −2,466−20.8% | Reduced |
| Goldstone Financial Group, LLC | 9,430 | $271.5K | 0.07% | +2,330+32.8% | Added |
| East Coast Asset Management, LLC. | 9,453 | $272.2K | 0.11% | +107+1.1% | Added |
| Matrix Private Capital Group LLC | 9,468 | $272.6K | 0.21% | −3,301−25.9% | Reduced |
| Hurlow Wealth Management Group, Inc. | 9,491 | $273.2K | 0.10% | −10,356−52.2% | Reduced |
| Brand Asset Management Group, Inc. | 9,495 | $273.4K | 0.12% | +10.0% | Added |
| Strategy Asset Managers LLC | 9,496 | $273.4K | 0.06% | −182,228−95.0% | Reduced |
| Guerra Pan Advisors, LLC | 9,511 | $273.8K | 0.26% | −640−6.3% | Reduced |
| Lakeside Advisors, INC. | 9,512 | $273.9K | 0.19% | +3,000+46.1% | Added |
| Aurora Investment Managers, LLC. | 9,502 | $274.0K | 0.21% | +9,502 | New |
| Waterfront Wealth Inc. | 9,525 | $274.2K | 0.08% | −390−3.9% | Reduced |
| Buttonwood Financial Advisors Inc. | 9,530 | $274.4K | 0.15% | −297−3.0% | Reduced |
| Lewis Asset Management, LLC | 9,536 | $274.5K | 0.25% | +9,536 | New |
| Gateway Wealth Partners, LLC | 9,551 | $275.0K | 0.11% | −10,508−52.4% | Reduced |
| Eldridge Investment Advisors, Inc. | 9,539 | $275.0K | 0.07% | 00.0% | Unchanged |