# PFIZER INC (PFE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PFE/

- Reporting holders: 149
- Reported value: $386.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $107.3M | 3,761,718 | 0.9% | 10 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $29.5M | 1,035,192 | 1.7% | 32 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $22.8M | 819,569 | 1.0% | 32 |
| [Quintet Private Bank (Europe) S.A.](https://holderbook.com/funds/1977290-quintet-private-bank-europe-s-a/) | $19.5M | 684,746 | 0.9% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $15.6M | 545,850 | 0.1% | 16 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $12.5M | 437,758 | 0.5% | 32 |
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $9.8M | 345,049 | 1.0% | 32 |
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $8.1M | 285,009 | 0.3% | 1 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $7.3M | 257,556 | 0.2% | 32 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $7.1M | 248,744 | 0.5% | 32 |
| [Keystone Financial Planning, Inc.](https://holderbook.com/funds/1596906-keystone-financial-planning-inc/) | $6.8M | 239,885 | 1.7% | 32 |
| [Martin Capital Partners, LLC](https://holderbook.com/funds/1731216-martin-capital-partners-llc/) | $5.5M | 192,106 | 2.0% | 32 |
| [SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI](https://holderbook.com/funds/1033974-schaper-benz-wise-investment-counsel-inc-wi/) | $5.2M | 182,735 | 0.3% | 32 |
| [BONNESS ENTERPRISES INC](https://holderbook.com/funds/1105471-bonness-enterprises-inc/) | $5.1M | 178,308 | 1.7% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $4.9M | 172,660 | 0.1% | 32 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $4.9M | 171,242 | 0.4% | 20 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $4.9M | 170,089 | 0.4% | 32 |
| [DUDLEY & SHANLEY, INC.](https://holderbook.com/funds/883511-dudley-shanley-inc/) | $4.7M | 165,000 | 0.7% | 2 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $4.6M | 160,246 | 0.1% | 28 |
| [Gallagher Capital Advisors, LLC](https://holderbook.com/funds/2034519-gallagher-capital-advisors-llc/) | $4.1M | 143,311 | 2.2% | 8 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $3.7M | 128,329 | 0.1% | 32 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $3.1M | 110,318 | 0.9% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $3.1M | 107,263 | 0.1% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $2.8M | 99,498 | 0.1% | 20 |
| [Werlinich Asset Management, LLC](https://holderbook.com/funds/2000493-werlinich-asset-management-llc/) | $2.6M | 92,600 | 1.0% | 23 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 149 | $386.7M |
| Q2 2026 | 2,851 | $108.1B |
| Q1 2026 | 2,965 | $112.3B |
| Q4 2025 | 2,943 | $99.4B |
| Q3 2025 | 2,845 | $98.9B |
| Q2 2025 | 2,836 | $97.1B |
| Q1 2025 | 2,949 | $104.2B |
| Q4 2024 | 3,019 | $107.3B |
| Q3 2024 | 2,931 | $117.3B |
| Q2 2024 | 2,891 | $112.7B |
| Q1 2024 | 2,894 | $117.3B |
| Q4 2023 | 2,956 | $121.3B |