PFE · Company research
Pfizer Inc. (PFE): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 248690 | 7092639000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21233 | 605565000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8460 | 241279 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9731 | 277528 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8460 | 241279 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 360280 | 8675541 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PARK CIRCLE Co | 1546592 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122105 | 2940288 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EDENTREE ASSET MANAGEMENT Ltd | 1980273 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50000 | 1203000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wills Financial Group LLC | 2059579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 172222 | 4147117 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kestra Investment Management, LLC | 1962449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108921 | 2622816 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Integrated Financial Solutions, Inc. | 2086529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13581 | 327031 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| WCG Wealth Advisors LLC | 1855713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79512 | 1914656 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Long Road Investment Counsel, LLC | 1620081 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13043 | 314075 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69380 | 1670670 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Management Advisory Group, LLC | 1631864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43459 | 1046493 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CFS Investment Advisory Services, LLC | 1845688 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16411 | 399116 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Ensign Peak Advisors, Inc | 1454984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5127377 | 123467238 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Oakmont Investment Advisors, Inc. | 2150170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19961 | 480651 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Mountain Hill Investment Partners Corp. | 2055557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 147 | 3528 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Axxion S.A. | 2030181 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 399565 | 9621525 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| QUATTRO FINANCIAL ADVISORS LLC | 1705929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25000 | 602000 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Volterra Technologies LP | 1833567 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78200 | 1883056 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pinnacle Financial Partners, Inc. | 2082866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 437680 | 10539334 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Relyea Zuckerberg Hanson LLC | 1793691 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13950 | 335912 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| King Wealth Management Group | 1568235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19427 | 468 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37692 | 907623 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WBH ADVISORY INC | 1259671 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16281 | 392044 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FCG Investment Co | 2011697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15702 | 378104 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| RTD Financial Advisors, Inc. | 1810555 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58450 | 1407476 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| United Asset Strategies, Inc. | 1539948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26793 | 645178 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Embree Financial Group | 2020860 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13751 | 331134 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Weinberger Asset Management, Inc | 2051705 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11628 | 290816 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Mission Creek Capital Partners, Inc. | 1801583 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22248 | 354600 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2414370 | 58138 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Crabel Capital Management, LLC | 1536557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22355 | 538308 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| T. Rowe Price Investment Management, Inc. | 1897612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56140 | 1352 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Elk River Wealth Management LLC | 1844107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17404 | 419088 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BRADLEY FOSTER & SARGENT INC/CT | 1015086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 678377 | 16335308 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Register Financial Advisors LLC | 1962636 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44133 | 1062718 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Socorro Asset Management LP | 1781882 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 315112 | 7587897 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Aegis Wealth Management LLC | 1628818 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11035 | 265723 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Pacific Center for Financial Services | 1698222 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4775 | 114975 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SECTORAL ASSET MANAGEMENT INC | 1274413 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27500 | 662200 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Argyle Capital Partners, LLC | 2079995 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12514 | 301328 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 925953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12058 | 290345 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| OpenArc Corporate Advisory, LLC | 2111345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54563 | 1313876 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CRAWFORD INVESTMENT COUNSEL INC | 837592 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1735218 | 41784044 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1901403 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37571 | 904705 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Csenge Advisory Group | 1715593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 154984 | 3732013 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| LONDON CO OF VIRGINIA | 1259887 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17061 | 410829 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IHT Wealth Management, LLC | 1697490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97324 | 2343544 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Aspen Grove Capital, LLC | 1806027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63351 | 1525498 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK HAPOALIM BM | 902528 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109145 | 2628 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CHATHAM CAPITAL GROUP, INC. | 1108969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28651 | 689927 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| STANCE CAPITAL LLC | 2056334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70064 | 1687141 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Signature Resources Capital Management, LLC | 1940917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 373 | 8982 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Salomon & Ludwin, LLC | 1766156 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2847 | 67986 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Centennial Wealth Advisory LLC | 1839421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47757 | 1149974 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2693994 | 64870889 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LYNCH & ASSOCIATES/IN | 1108965 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 91717 | 2208545 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| HAZLETT, BURT & WATSON, INC. | 46392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2825 | 68 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Drucker Wealth 3.0, LLC | 2031642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20052 | 482864 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| CARRET ASSET MANAGEMENT, LLC | 791490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95897 | 2309205 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Dorato Capital Management | 2095216 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 655 | 15832 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Financial Engines Advisors L.L.C. | 1420473 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16987 | 409047 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Storgate, LLC | 2110835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71316 | 1717289 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Pacifica Partners Inc. | 1799900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 154 | 3745 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| New Hampshire Trust | 1961742 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16001 | 385304 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62267 | 1499389 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 272530 | 6562522 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VIKING FUND MANAGEMENT LLC | 1169069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 338000 | 8139040 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| LAWOOD & CO | 2109484 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13246 | 318964 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| North Dakota State Investment Board | 2064039 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 168928 | 4067786 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Modern Wealth Management, LLC | 2001900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50556 | 1217383 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HOLDERNESS INVESTMENTS CO | 1184820 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76281 | 1836857 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63081 | 1518990 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Hendershot Investments Inc. | 1541496 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20504 | 493730 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10756573 | 259018278 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Kennebec Savings Bank | 2043536 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2600 | 62608 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Trust Asset Management LLC | 1608376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62899 | 2384208 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.