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, Q1 2024
Institutional positions in Pfizer Inc as of Mar 31, 2024. 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
- 2,884
- −24 vs. Q4 2023
- Shares held
- 3.80B
- −73.6M (−1.9%) vs. Q4 2023
- Total value
- $105.5B
- −$6.11B (−5.5%) vs. Q4 2023
- New holders
- 194
- 1,227 more added
- Sold out
- 218
- 1,245 more reduced
36 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 2,968 | $105.6B |
| Q4 2025 | 2,926 | $93.0B |
| Q3 2025 | 2,823 | $92.5B |
| Q2 2025 | 2,819 | $90.5B |
| Q1 2025 | 2,940 | $95.0B |
| Q4 2024 | 3,003 | $99.6B |
| Q3 2024 | 2,919 | $109.1B |
| Q2 2024 | 2,882 | $104.8B |
| Q1 2024 | 2,884 | $105.5B |
| Q4 2023 | 2,944 | $111.7B |
| Q3 2023 | 2,934 | $129.7B |
| Q2 2023 | 3,049 | $144.1B |
| Q1 2023 | 3,112 | $160.4B |
| Q4 2022 | 3,271 | $200.2B |
| Q3 2022 | 3,092 | $170.0B |
| Q2 2022 | 3,165 | $202.3B |
| Q1 2022 | 3,203 | $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, Q1 2024
Shares, value and share of portfolio for each institution holding Pfizer Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Portfolio Partners LLC | 22,619 | $627.7K | 0.13% | +5,207+29.9% | Added |
| Family Management Corp | 22,625 | $627.8K | 0.12% | −869−3.7% | Reduced |
| Lloyd Advisory Services, LLC. | 22,685 | $629.5K | 0.13% | +12,915+132.2% | Added |
| Weatherly Asset Management L. P. | 22,714 | $630.3K | 0.06% | −3,219−12.4% | Reduced |
| Ironwood Investment Counsel, LLC | 22,727 | $630.7K | 0.11% | −8,983−28.3% | Reduced |
| Patriot Investment Management Inc. | 22,744 | $631.1K | 0.05% | −1,396−5.8% | Reduced |
| American Trust Investment Advisors, LLC | 22,814 | $633.1K | 0.30% | +3,325+17.1% | Added |
| Financial Sense Advisors, Inc. | 22,855 | $634.2K | 0.23% | +22,855 | New |
| Lewis Asset Management, LLC | 22,883 | $635.0K | 0.52% | +13,347+140.0% | Added |
| MEMBERS Trust Co | 22,952 | $636.9K | 0.02% | −210−0.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 23,053 | $639.7K | 0.10% | −1,281−5.3% | Reduced |
| Wright Investors Service Inc | 23,067 | $640.1K | 0.16% | −27,882−54.7% | Reduced |
| Northcape Wealth Management, LLC | 23,080 | $640.5K | 0.23% | −4,198−15.4% | Reduced |
| Granite FO LLC | 22,327 | $641.9K | 0.38% | +11,150+99.8% | Added |
| Terry L. Blaker | 23,141 | $642.2K | 0.05% | −16,406−41.5% | Reduced |
| Pictet & Cie (Europe) SA | 23,200 | $643.8K | 0.02% | +2,000+9.4% | Added |
| Willner & Heller, LLC | 23,227 | $644.6K | 0.64% | +3,405+17.2% | Added |
| Colorado Capital Management, Inc. | 23,231 | $645.0K | 0.37% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 23,319 | $647.1K | 0.06% | −4,719−16.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 23,337 | $647.6K | 0.19% | +7,481+47.2% | Added |
| OneAscent Financial Services LLC | 23,395 | $649.0K | 0.07% | −1,231−5.0% | Reduced |
| Redwood Wealth Management Group, LLC | 23,460 | $651.0K | 0.69% | +2,217+10.4% | Added |
| Carr Financial Group Corp | 23,585 | $654.5K | 0.22% | +14,966+173.6% | Added |
| CWS Financial Advisors, LLC | 23,668 | $656.8K | 0.27% | −6,300−21.0% | Reduced |
| Fiera Capital Corp | 23,696 | $657.6K | 0.00% | −1,260−5.0% | Reduced |
| Mainstay Capital Management LLC | 23,777 | $659.8K | 0.12% | −3,446−12.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 23,898 | $663.2K | 0.23% | −9,513−28.5% | Reduced |
| Summit Wealth Partners, LLC | 23,937 | $664.3K | 0.14% | −222−0.9% | Reduced |
| EverSource Wealth Advisors, LLC | 25,946 | $664.7K | 0.05% | +7,331+39.4% | Added |
| Cadinha & Co LLC | 24,000 | $666.0K | 0.11% | −12,189−33.7% | Reduced |
| Diversified, LLC | 24,079 | $668.2K | 0.09% | +601+2.6% | Added |
| Waratah Capital Advisors Ltd. | 24,093 | $668.6K | 0.03% | +15,121+168.5% | Added |
| XTX Topco Ltd | 24,095 | $668.6K | 0.09% | +24,095 | New |
| Fidelis Capital Partners, LLC | 24,156 | $670.3K | 0.10% | +4,676+24.0% | Added |
| Oak Asset Management, LLC | 24,215 | $672.0K | 0.25% | +6,809+39.1% | Added |
| Koshinski Asset Management, Inc. | 24,265 | $673.4K | 0.07% | +4,130+20.5% | Added |
| First Pacific Financial | 24,297 | $674.2K | 0.19% | +3,581+17.3% | Added |
| Independent Solutions Wealth Management, LLC | 24,309 | $674.6K | 0.16% | +1,317+5.7% | Added |
| Retirement Planning Co of New England, Inc. | 24,321 | $674.9K | 0.37% | −10,198−29.5% | Reduced |
| Piscataqua Savings Bank | 24,331 | $675.2K | 0.60% | −323−1.3% | Reduced |
| Trustco Bank Corp N Y | 24,367 | $676.2K | 0.70% | −4,102−14.4% | Reduced |
| PFG Advisors | 24,376 | $676.4K | 0.05% | −1,573−6.1% | Reduced |
| PDS Planning, Inc | 24,405 | $677.3K | 0.07% | −1,203−4.7% | Reduced |
| Passumpsic Savings Bank | 24,414 | $677.5K | 0.43% | +24,414 | New |
| Hartford Funds Management Co LLC | 24,420 | $677.6K | 0.06% | +2,625+12.0% | Added |
| Institute for Wealth Management, LLC. | 24,422 | $677.7K | 0.09% | +163+0.7% | Added |
| Key Client Fiduciary Advisors, LLC | 24,447 | $678.4K | 0.36% | +2,362+10.7% | Added |
| Baker Chad R | 24,500 | $679.9K | 0.14% | 00.0% | Unchanged |
| Geller Advisors LLC | 24,514 | $680.3K | 0.06% | −5,833−19.2% | Reduced |
| ICA Group Wealth Management, LLC | 24,532 | $680.8K | 0.14% | −2,769−10.1% | Reduced |
| Sweet Financial Partners, LLC | 24,542 | $681.0K | 0.16% | +6,026+32.5% | Added |
| Martingale Asset Management L P | 24,590 | $682.4K | 0.01% | −220,650−90.0% | Reduced |
| V2 Financial group LLC | 24,630 | $683.5K | 0.47% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 24,743 | $686.6K | 0.10% | −4,389−15.1% | Reduced |
| West Bancorporation Inc | 24,754 | $686.9K | 0.45% | −1,675−6.3% | Reduced |
| Forbes J M & Co LLP | 24,833 | $689.1K | 0.07% | −250−1.0% | Reduced |
| Embree Financial Group | 24,890 | $690.7K | 0.14% | −6,538−20.8% | Reduced |
| Caption Management, LLC | 24,900 | $691.0K | 0.08% | +7,500+43.1% | Added |
| Nebula Research & Development LLC | 24,978 | $693.1K | 0.15% | +6,962+38.6% | Added |
| High Net Worth Advisory Group LLC | 25,001 | $693.8K | 0.22% | +600+2.5% | Added |
| Pekin Hardy Strauss, Inc. | 25,005 | $693.9K | 0.09% | −1,161−4.4% | Reduced |
| Round Rock Advisors, LLC | 25,011 | $694.0K | 0.17% | +148+0.6% | Added |
| Schrum Private Wealth Management LLC | 25,053 | $695.2K | 0.63% | +8,296+49.5% | Added |
| Exchange Bank | 25,070 | $695.7K | 0.57% | −3,170−11.2% | Reduced |
| City Holding Co | 25,166 | $698.3K | 0.10% | +272+1.1% | Added |
| Van Hulzen Asset Management, LLC | 25,173 | $699.0K | 0.05% | −1,445−5.4% | Reduced |
| Krilogy Financial LLC | 25,191 | $699.0K | 0.05% | +1,343+5.6% | Added |
| Continuum Advisory, LLC | 24,825 | $699.6K | 0.10% | −13,817−35.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 25,210 | $699.6K | 0.12% | −104−0.4% | Reduced |
| Detalus Advisors, LLC | 25,240 | $700.4K | 0.25% | +242+1.0% | Added |
| Alliance Wealth Advisors, LLC | 25,274 | $701.3K | 0.44% | +4,350+20.8% | Added |
| First Western Trust Bank | 25,333 | $703.0K | 0.03% | −4,679−15.6% | Reduced |
| Professional Advisory Services Inc | 25,366 | $704.0K | 0.10% | +206+0.8% | Added |
| MN Wealth Advisors, LLC | 25,373 | $704.2K | 0.44% | +25,373 | New |
| Meridian Management Co | 25,429 | $705.7K | 0.19% | +359+1.4% | Added |
| Reuter James Wealth Management, LLC | 25,456 | $706.4K | 0.49% | +2,838+12.5% | Added |
| Roffman Miller Associates Inc | 25,531 | $708.5K | 0.05% | −2,716−9.6% | Reduced |
| Birch Hill Investment Advisors LLC | 25,542 | $708.8K | 0.03% | −1,879−6.9% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 25,581 | $709.0K | 0.62% | +2,550+11.1% | Added |
| O'Keefe Stevens Advisory, Inc. | 25,577 | $709.8K | 0.23% | +10,143+65.7% | Added |
| Tradition Wealth Management, LLC | 25,581 | $709.9K | 0.07% | +8,790+52.3% | Added |
| CFO4Life Group, LLC | 25,703 | $713.3K | 0.13% | +985+4.0% | Added |
| CFM Wealth Partners LLC | 25,736 | $714.2K | 0.14% | −8,109−24.0% | Reduced |
| Court Place Advisors, LLC | 25,778 | $715.3K | 0.23% | −22,479−46.6% | Reduced |
| Machina Capital S.A.S. | 25,800 | $716.0K | 0.38% | +25,800 | New |
| Reik & Co., LLC | 25,836 | $716.9K | 0.18% | +2,000+8.4% | Added |
| 9258 Wealth Management, LLC | 25,846 | $717.2K | 0.11% | +209+0.8% | Added |
| Investment House LLC | 25,880 | $718.2K | 0.04% | −950−3.5% | Reduced |
| Adams Wealth Management | 25,894 | $718.6K | 0.18% | +341+1.3% | Added |
| InterOcean Capital Group, LLC | 25,911 | $719.0K | 0.02% | +47+0.2% | Added |
| Benin Management CORP | 25,916 | $719.2K | 0.23% | −60−0.2% | Reduced |
| TBH Global Asset Management, LLC | 25,952 | $720.2K | 0.14% | −15−0.1% | Reduced |
| Financial Advisory Service, Inc. | 25,964 | $720.5K | 0.06% | −2,422−8.5% | Reduced |
| Canopy Partners, LLC | 25,993 | $721.3K | 0.35% | +2,722+11.7% | Added |
| Wintrust Investments LLC | 26,034 | $722.0K | 0.06% | −1,434−5.2% | Reduced |
| Gries Financial LLC | 26,018 | $722.0K | 0.12% | +894+3.6% | Added |
| Concentric Wealth Management, LLC | 26,026 | $722.2K | 0.19% | −7,415−22.2% | Reduced |
| Park Circle Co | 26,100 | $724.3K | 0.68% | +17,000+186.8% | Added |
| Exeter Financial, LLC | 27,186 | $724.5K | 0.33% | +11,704+75.6% | Added |
| MidWestOne Financial Group, Inc. | 26,144 | $725.5K | 0.13% | 00.0% | Unchanged |