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 |
|---|---|---|---|---|---|
| Court Place Advisors, LLC | 25,778 | $715.3K | 0.23% | −22,479−46.6% | Reduced |
| CFM Wealth Partners LLC | 25,736 | $714.2K | 0.14% | −8,109−24.0% | Reduced |
| CFO4Life Group, LLC | 25,703 | $713.3K | 0.13% | +985+4.0% | Added |
| Tradition Wealth Management, LLC | 25,581 | $709.9K | 0.07% | +8,790+52.3% | Added |
| O'Keefe Stevens Advisory, Inc. | 25,577 | $709.8K | 0.23% | +10,143+65.7% | Added |
| A. D. Beadell Investment Counsel, Inc. | 25,581 | $709.0K | 0.62% | +2,550+11.1% | Added |
| Birch Hill Investment Advisors LLC | 25,542 | $708.8K | 0.03% | −1,879−6.9% | Reduced |
| Roffman Miller Associates Inc | 25,531 | $708.5K | 0.05% | −2,716−9.6% | Reduced |
| Reuter James Wealth Management, LLC | 25,456 | $706.4K | 0.49% | +2,838+12.5% | Added |
| Meridian Management Co | 25,429 | $705.7K | 0.19% | +359+1.4% | Added |
| MN Wealth Advisors, LLC | 25,373 | $704.2K | 0.44% | +25,373 | New |
| Professional Advisory Services Inc | 25,366 | $704.0K | 0.10% | +206+0.8% | Added |
| First Western Trust Bank | 25,333 | $703.0K | 0.03% | −4,679−15.6% | Reduced |
| Alliance Wealth Advisors, LLC | 25,274 | $701.3K | 0.44% | +4,350+20.8% | Added |
| Detalus Advisors, LLC | 25,240 | $700.4K | 0.25% | +242+1.0% | Added |
| Mosaic Family Wealth Partners, LLC | 25,210 | $699.6K | 0.12% | −104−0.4% | Reduced |
| Continuum Advisory, LLC | 24,825 | $699.6K | 0.10% | −13,817−35.8% | Reduced |
| Krilogy Financial LLC | 25,191 | $699.0K | 0.05% | +1,343+5.6% | Added |
| Van Hulzen Asset Management, LLC | 25,173 | $699.0K | 0.05% | −1,445−5.4% | Reduced |
| City Holding Co | 25,166 | $698.3K | 0.10% | +272+1.1% | Added |
| Exchange Bank | 25,070 | $695.7K | 0.57% | −3,170−11.2% | Reduced |
| Schrum Private Wealth Management LLC | 25,053 | $695.2K | 0.63% | +8,296+49.5% | Added |
| Round Rock Advisors, LLC | 25,011 | $694.0K | 0.17% | +148+0.6% | Added |
| Pekin Hardy Strauss, Inc. | 25,005 | $693.9K | 0.09% | −1,161−4.4% | Reduced |
| High Net Worth Advisory Group LLC | 25,001 | $693.8K | 0.22% | +600+2.5% | Added |
| Nebula Research & Development LLC | 24,978 | $693.1K | 0.15% | +6,962+38.6% | Added |
| Caption Management, LLC | 24,900 | $691.0K | 0.08% | +7,500+43.1% | Added |
| Embree Financial Group | 24,890 | $690.7K | 0.14% | −6,538−20.8% | Reduced |
| Forbes J M & Co LLP | 24,833 | $689.1K | 0.07% | −250−1.0% | Reduced |
| West Bancorporation Inc | 24,754 | $686.9K | 0.45% | −1,675−6.3% | Reduced |
| Cornerstone Advisory, LLC | 24,743 | $686.6K | 0.10% | −4,389−15.1% | Reduced |
| V2 Financial group LLC | 24,630 | $683.5K | 0.47% | 00.0% | Unchanged |
| Martingale Asset Management L P | 24,590 | $682.4K | 0.01% | −220,650−90.0% | Reduced |
| Sweet Financial Partners, LLC | 24,542 | $681.0K | 0.16% | +6,026+32.5% | Added |
| ICA Group Wealth Management, LLC | 24,532 | $680.8K | 0.14% | −2,769−10.1% | Reduced |
| Geller Advisors LLC | 24,514 | $680.3K | 0.06% | −5,833−19.2% | Reduced |
| Baker Chad R | 24,500 | $679.9K | 0.14% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 24,447 | $678.4K | 0.36% | +2,362+10.7% | Added |
| Institute for Wealth Management, LLC. | 24,422 | $677.7K | 0.09% | +163+0.7% | Added |
| Hartford Funds Management Co LLC | 24,420 | $677.6K | 0.06% | +2,625+12.0% | Added |
| Passumpsic Savings Bank | 24,414 | $677.5K | 0.43% | +24,414 | New |
| PDS Planning, Inc | 24,405 | $677.3K | 0.07% | −1,203−4.7% | Reduced |
| PFG Advisors | 24,376 | $676.4K | 0.05% | −1,573−6.1% | Reduced |
| Trustco Bank Corp N Y | 24,367 | $676.2K | 0.70% | −4,102−14.4% | Reduced |
| Piscataqua Savings Bank | 24,331 | $675.2K | 0.60% | −323−1.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 24,321 | $674.9K | 0.37% | −10,198−29.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 24,309 | $674.6K | 0.16% | +1,317+5.7% | Added |
| First Pacific Financial | 24,297 | $674.2K | 0.19% | +3,581+17.3% | Added |
| Koshinski Asset Management, Inc. | 24,265 | $673.4K | 0.07% | +4,130+20.5% | Added |
| Oak Asset Management, LLC | 24,215 | $672.0K | 0.25% | +6,809+39.1% | Added |
| Fidelis Capital Partners, LLC | 24,156 | $670.3K | 0.10% | +4,676+24.0% | Added |
| XTX Topco Ltd | 24,095 | $668.6K | 0.09% | +24,095 | New |
| Waratah Capital Advisors Ltd. | 24,093 | $668.6K | 0.03% | +15,121+168.5% | Added |
| Diversified, LLC | 24,079 | $668.2K | 0.09% | +601+2.6% | Added |
| Cadinha & Co LLC | 24,000 | $666.0K | 0.11% | −12,189−33.7% | Reduced |
| EverSource Wealth Advisors, LLC | 25,946 | $664.7K | 0.05% | +7,331+39.4% | Added |
| Summit Wealth Partners, LLC | 23,937 | $664.3K | 0.14% | −222−0.9% | Reduced |
| Gilliland Jeter Wealth Management LLC | 23,898 | $663.2K | 0.23% | −9,513−28.5% | Reduced |
| Mainstay Capital Management LLC | 23,777 | $659.8K | 0.12% | −3,446−12.7% | Reduced |
| Fiera Capital Corp | 23,696 | $657.6K | 0.00% | −1,260−5.0% | Reduced |
| CWS Financial Advisors, LLC | 23,668 | $656.8K | 0.27% | −6,300−21.0% | Reduced |
| Carr Financial Group Corp | 23,585 | $654.5K | 0.22% | +14,966+173.6% | Added |
| Redwood Wealth Management Group, LLC | 23,460 | $651.0K | 0.69% | +2,217+10.4% | Added |
| OneAscent Financial Services LLC | 23,395 | $649.0K | 0.07% | −1,231−5.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 23,337 | $647.6K | 0.19% | +7,481+47.2% | Added |
| Cape Cod Five Cents Savings Bank | 23,319 | $647.1K | 0.06% | −4,719−16.8% | Reduced |
| Colorado Capital Management, Inc. | 23,231 | $645.0K | 0.37% | 00.0% | Unchanged |
| Willner & Heller, LLC | 23,227 | $644.6K | 0.64% | +3,405+17.2% | Added |
| Pictet & Cie (Europe) SA | 23,200 | $643.8K | 0.02% | +2,000+9.4% | Added |
| Terry L. Blaker | 23,141 | $642.2K | 0.05% | −16,406−41.5% | Reduced |
| Granite FO LLC | 22,327 | $641.9K | 0.38% | +11,150+99.8% | Added |
| Northcape Wealth Management, LLC | 23,080 | $640.5K | 0.23% | −4,198−15.4% | Reduced |
| Wright Investors Service Inc | 23,067 | $640.1K | 0.16% | −27,882−54.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 23,053 | $639.7K | 0.10% | −1,281−5.3% | Reduced |
| MEMBERS Trust Co | 22,952 | $636.9K | 0.02% | −210−0.9% | Reduced |
| Lewis Asset Management, LLC | 22,883 | $635.0K | 0.52% | +13,347+140.0% | Added |
| Financial Sense Advisors, Inc. | 22,855 | $634.2K | 0.23% | +22,855 | New |
| American Trust Investment Advisors, LLC | 22,814 | $633.1K | 0.30% | +3,325+17.1% | Added |
| Patriot Investment Management Inc. | 22,744 | $631.1K | 0.05% | −1,396−5.8% | Reduced |
| Ironwood Investment Counsel, LLC | 22,727 | $630.7K | 0.11% | −8,983−28.3% | Reduced |
| Weatherly Asset Management L. P. | 22,714 | $630.3K | 0.06% | −3,219−12.4% | Reduced |
| Lloyd Advisory Services, LLC. | 22,685 | $629.5K | 0.13% | +12,915+132.2% | Added |
| Family Management Corp | 22,625 | $627.8K | 0.12% | −869−3.7% | Reduced |
| Private Portfolio Partners LLC | 22,619 | $627.7K | 0.13% | +5,207+29.9% | Added |
| Texas Yale Capital Corp. | 22,591 | $626.9K | 0.03% | −1,200−5.0% | Reduced |
| Transatlantique Private Wealth LLC | 22,583 | $626.7K | 0.27% | +11,214+98.6% | Added |
| Capital Advantage, Inc. | 22,013 | $626.1K | 0.13% | −232−1.0% | Reduced |
| Dover Advisors, LLC | 22,559 | $626.0K | 0.43% | +7,454+49.3% | Added |
| Onyx Bridge Wealth Group LLC | 24,638 | $625.8K | 0.11% | +5,596+29.4% | Added |
| Monticello Wealth Management, LLC | 22,499 | $624.4K | 0.06% | −5,230−18.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 22,370 | $620.8K | 0.37% | +22,370 | New |
| Bridgefront Capital, LLC | 22,362 | $620.5K | 0.47% | −247−1.1% | Reduced |
| Gradient Capital Advisors, LLC | 22,353 | $620.3K | 0.23% | +5,171+30.1% | Added |
| Mechanics Financial Corp | 22,298 | $618.8K | 0.32% | −400−1.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 22,128 | $614.1K | 0.05% | +4,525+25.7% | Added |
| Letson Investment Management, Inc. | 22,112 | $613.6K | 0.26% | −1,239−5.3% | Reduced |
| Lokken Investment Group LLC | 22,065 | $612.3K | 0.31% | −131−0.6% | Reduced |
| Philadelphia Trust Co | 22,032 | $611.0K | 0.05% | +501+2.3% | Added |
| Moody Aldrich Partners LLC | 22,004 | $610.6K | 0.10% | +22,004 | New |
| Gruss & Co., LLC | 22,000 | $610.5K | 3.37% | −5,500−20.0% | Reduced |