PFIZER INC (PFE)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
149
Reporting holders
$386.7M
Reported value
0.0%
Calls
0.0%
Puts
-2,702
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | $107.3M | 3,761,718 | 0.94% | 10q | -50.6%-$109.8M |
| VALLEY WEALTH MANAGERS, INC. | $29.5M | 1,035,192 | 1.68% | 32q | +2.1%+$599.1K |
| Sound Income Strategies, LLC | $22.8M | 819,569 | 1.02% | 32q | +1.7%+$384.9K |
| Quintet Private Bank (Europe) S.A. | $19.5M | 684,746 | 0.86% | 16q | +40.6%+$5.6M |
| Farther Finance Advisors, LLC | $15.6M | 545,850 | 0.11% | 16q | +38.1%+$4.3M |
| ROCKLAND TRUST CO | $12.5M | 437,758 | 0.48% | 32q | +1.8%+$215.7K |
| Adams Asset Advisors, LLC | $9.8M | 345,049 | 1.00% | 32q | HELD |
| ARGENT CAPITAL MANAGEMENT LLC | $8.1M | 285,009 | 0.26% | new | NEW |
| PARK NATIONAL CORP /OH/ | $7.3M | 257,556 | 0.20% | 32q | +6.4%+$441.3K |
| KWMG, LLC | $7.1M | 248,744 | 0.51% | 32q | +3.0%+$203.9K |
| Keystone Financial Planning, Inc. | $6.8M | 239,885 | 1.69% | 32q | -0.9%-$63.0K |
| Martin Capital Partners, LLC | $5.5M | 192,106 | 1.96% | 32q | +1.9%+$101.4K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $5.2M | 182,735 | 0.35% | 32q | -2.5%-$134.5K |
| BONNESS ENTERPRISES INC | $5.1M | 178,308 | 1.65% | 32q | HELD |
| Valeo Financial Advisors, LLC | $4.9M | 172,660 | 0.10% | 32q | +1.9%+$93.6K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $4.9M | 171,242 | 0.42% | 20q | +6.8%+$309.4K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $4.9M | 170,089 | 0.35% | 32q | +3.1%+$148.0K |
| DUDLEY & SHANLEY, INC. | $4.7M | 165,000 | 0.75% | 2q | HELD |
| Venture Visionary Partners LLC | $4.6M | 160,246 | 0.12% | 28q | -0.8%-$35.5K |
| Gallagher Capital Advisors, LLC | $4.1M | 143,311 | 2.19% | 8q | +1.5%+$59.0K |
| MassMutual Private Wealth & Trust, FSB | $3.7M | 128,329 | 0.10% | 32q | +10.8%+$356.6K |
| HF Advisory Group, LLC | $3.1M | 110,318 | 0.94% | 16q | +7.8%+$226.4K |
| GAMMA Investing LLC | $3.1M | 107,263 | 0.10% | 12q | +25.2%+$614.9K |
| Wedmont Private Capital | $2.8M | 99,498 | 0.07% | 20q | +138.1%+$1.6M |
| Werlinich Asset Management, LLC | $2.6M | 92,600 | 1.02% | 23q | HELD |
| Bill Few Associates, Inc. | $2.6M | 90,587 | 0.53% | 20q | -0.6%-$15.2K |
| O'Keefe Stevens Advisory, Inc. | $2.5M | 87,085 | 0.51% | 35q | +8.1%+$185.9K |
| MOODY NATIONAL BANK TRUST DIVISION | $2.5M | 86,627 | 0.20% | 32q | +3.7%+$87.3K |
| Iowa State Bank | $2.4M | 85,307 | 0.41% | 32q | -2.5%-$62.6K |
| Atlas Brown,Inc. | $2.4M | 82,433 | 0.62% | 32q | +1.9%+$44.4K |
| Avidian Wealth Enterprises, LLC | $2.3M | 79,052 | 0.06% | 32q | HELD |
| EASTERN BANK | $2.2M | 78,614 | 0.03% | 32q | -11.0%-$276.0K |
| CoreCap Advisors, LLC | $2.2M | 77,134 | 0.06% | 9q | -10.2%-$250.1K |
| Heartwood Wealth Advisors LLC | $2.1M | 75,030 | 0.17% | 22q | +4.5%+$91.3K |
| CACTI ASSET MANAGEMENT LLC | $1.7M | 59,850 | 0.09% | 32q | -14.3%-$287.2K |
| Boltwood Capital Management | $1.7M | 59,489 | 0.38% | 32q | +2.0%+$33.9K |
| RTD Financial Advisors, Inc. | $1.7M | 58,168 | 0.18% | 20q | HELD |
| Apella Capital, LLC | $1.6M | 56,927 | 0.02% | 26q | +22.2%+$289.2K |
| Breakwater Capital Group | $1.5M | 52,094 | 0.18% | 16q | -22.1%-$422.6K |
| CHAPIN DAVIS, INC. | $1.4M | 48,269 | 0.26% | 16q | -0.7%-$9.6K |
| TOMPKINS FINANCIAL CORP | $1.3M | 46,534 | 0.09% | 31q | -16.6%-$264.8K |
| Mirador Capital Partners LP | $1.3M | 45,887 | 0.15% | 32q | HELD |
| INSPIRION WEALTH ADVISORS, LLC | $1.3M | 45,565 | 0.15% | 20q | HELD |
| Canandaigua National Trust Co of Florida | $1.2M | 42,478 | 0.67% | 8q | +26.2%+$251.3K |
| VISTA INVESTMENT PARTNERS LLC | $1.2M | 42,368 | 0.31% | 12q | -24.9%-$400.0K |
| M.E. ALLISON & CO., INC. | $1.2M | 41,878 | 0.67% | 8q | HELD |
| DAVIDSON TRUST CO | $1.2M | 41,406 | 0.47% | 28q | -3.8%-$46.5K |
| Bank & Trust Co | $1.2M | 40,631 | 0.73% | 10q | -0.7%-$8.6K |
| Persium Advisors, LLC | $1.1M | 39,718 | 0.59% | 7q | -47.2%-$1.0M |
| YHB Investment Advisors, Inc. | $1.1M | 39,612 | 0.07% | 32q | -10.7%-$135.4K |
| Investors Research Corp | $1.1M | 38,216 | 0.19% | 32q | -1.9%-$21.3K |
| Miller Global Investments, LLC | $1.0M | 35,470 | 0.82% | 4q | HELD |
| Post Resch Tallon Group Inc. | $921.0K | 32,293 | 0.63% | 8q | +5.7%+$49.9K |
| Greenfield Savings Bank | $883.1K | 30,965 | 0.33% | 18q | -0.8%-$7.4K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $854.9K | 29,974 | 0.01% | 32q | -5.7%-$51.9K |
| Partnership Wealth Management, LLC | $840.0K | 29,452 | 0.60% | 12q | -0.5%-$4.6K |
| Ridgewood Investments LLC | $823.5K | 28,873 | 0.30% | 15q | -15.5%-$151.1K |
| Gerald Baker Financial Group LLC | $811.2K | 28,444 | 0.23% | 3q | +7.5%+$56.6K |
| RIVERSEDGE ADVISORS, LLC | $810.0K | 28,400 | 0.10% | 2q | +153.1%+$490.0K |
| SAPIENT CAPITAL LLC | $775.1K | 27,179 | 0.01% | 12q | -96.8%-$23.6M |
| Montecito Bank & Trust | $762.5K | 26,736 | 0.12% | 31q | -0.9%-$7.1K |
| Byrne Asset Management LLC | $741.6K | 26,373 | 0.41% | 20q | -1.8%-$13.4K |
| Violich Capital Management, Inc. | $731.5K | 25,650 | 0.08% | 32q | -2.7%-$20.0K |
| Great Waters Wealth Management | $723.9K | 25,381 | 0.07% | 16q | HELD |
| Castleview Partners, LLC | $723.3K | 25,362 | 0.32% | 21q | +18.5%+$113.0K |
| Paragon Capital Management Ltd | $713.1K | 25,003 | 0.13% | 25q | +0.6%+$3.9K |
| HALL LAURIE J TRUSTEE | $681.6K | 23,898 | 0.22% | 30q | HELD |
| Everhart Financial Group, Inc. | $672.4K | 23,577 | 0.04% | 11q | -14.1%-$110.0K |
| Central Pacific Bank - Trust Division | $664.3K | 23,291 | 0.07% | 11q | HELD |
| Dickmeyer Boyce Financial Management, Inc. | $664.1K | 23,284 | 0.34% | 3q | -4.9%-$33.9K |
| Stokes Capital Advisors, LLC | $659.5K | 23,125 | 0.14% | 3q | +0.9%+$5.7K |
| Exchange Bank | $657.8K | 23,066 | 0.41% | 14q | HELD |
| Allen Mooney & Barnes Investment Advisors LLC | $636.2K | 22,308 | 0.09% | 19q | -1.0%-$6.7K |
| Peoples Bank/KS | $630.9K | 22,123 | 0.62% | 13q | +0.9%+$5.9K |
| AMERICAN NATIONAL BANK & TRUST | $582.7K | 20,432 | 0.05% | 32q | -8.3%-$52.4K |
| RFG - Bristol Wealth Advisors, LLC | $551.6K | 19,340 | 0.13% | 8q | HELD |
| Douglas Lane & Associates, LLC | $527.7K | 18,504 | 0.01% | 32q | -23.4%-$161.6K |
| CENTRAL BANK & TRUST CO | $510.1K | 17,885 | 0.07% | 32q | +1.1%+$5.3K |
| Bangor Savings Bank | $485.0K | 17,006 | 0.04% | 32q | -1.5%-$7.5K |
| Defender Capital, LLC. | $477.3K | 16,735 | 0.15% | 4q | HELD |
| Acropolis Investment Management, LLC | $473.0K | 16,585 | 0.02% | 32q | -54.9%-$575.3K |
| First Heartland Consultants, Inc. | $464.5K | 16,288 | 0.03% | 32q | +26.9%+$98.5K |
| ATWOOD & PALMER INC | $463.8K | 16,261 | 0.02% | 32q | +63.8%+$180.6K |
| ALKEME WEALTH, LLC | $454.7K | 15,943 | 0.17% | 32q | -7.7%-$38.1K |
| Bath Savings Trust Co | $446.2K | 15,646 | 0.05% | 32q | HELD |
| ARMSTRONG HENRY H ASSOCIATES INC | $436.2K | 15,294 | 0.04% | 32q | -0.6%-$2.9K |
| Shulman DeMeo Asset Management LLC | $435.9K | 15,902 | 0.09% | 21q | -2.3%-$10.4K |
| LAWOOD & CO | $407.6K | 14,293 | 0.28% | 4q | -3.5%-$15.0K |
| Castle Rock Wealth Management, LLC | $402.0K | 14,619 | 0.08% | 6q | HELD |
| Trust Co | $398.7K | 13,981 | 0.03% | 32q | -26.8%-$145.9K |
| Hickory Point Bank & Trust | $396.4K | 13,900 | 0.24% | 8q | -0.7%-$2.7K |
| Wealth Enhancement Trust Services, Inc. | $385.7K | 13,523 | 0.04% | 4q | -33.7%-$196.4K |
| ACIMA PRIVATE WEALTH, LLC | $379.1K | 13,294 | 0.11% | 32q | -5.1%-$20.4K |
| Grove Bank & Trust | $374.0K | 13,115 | 0.04% | 32q | -2.9%-$11.0K |
| Versant Capital Management, Inc | $373.3K | 13,088 | 0.03% | 32q | -16.0%-$71.0K |
| Olistico Wealth, LLC | $372.2K | 13,050 | 0.16% | 4q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $369.4K | 12,951 | 0.07% | 5q | +35.0%+$95.9K |
| TrueWealth Advisors, LLC | $353.4K | 12,390 | 0.08% | 23q | +3.9%+$13.3K |
| Decker Wealth Management LLC | $347.6K | 12,187 | 0.07% | new | NEW |
| Gradient Investments LLC | $344.7K | 12,087 | 0.00% | 32q | -8.0%-$29.8K |
Showing the largest 100 of 156 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-12 | BOURLA ALBERT | Chairman & CEO | Bought | 38,000 | $1.0M |
| 2026-08-05 | BLAYLOCK RONALD E | Director | Bought | 39,231 | $998.8K |
| 2026-08-05 | Buckley Mortimer J | Director | Bought | 37,632 | $960.4K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 149 | $386.7M | 13,583,393 | 14 | 47 | 56 | 0.0% |
| Q2 2026 | 2,851 | $108.1B | 4,245,976,372 | 118 | 1,076 | 1,127 | 5.2% |
| Q1 2026 | 2,965 | $112.3B | 3,794,833,519 | 209 | 1,188 | 1,025 | 5.2% |
| Q4 2025 | 2,943 | $99.4B | 3,761,737,305 | 162 | 995 | 1,206 | 5.8% |
| Q3 2025 | 2,845 | $98.9B | 3,661,329,840 | 181 | 1,025 | 1,138 | 5.8% |
| Q2 2025 | 2,836 | $97.1B | 3,759,096,390 | 116 | 1,103 | 1,163 | 6.1% |
| Q1 2025 | 2,949 | $104.2B | 3,754,056,068 | 145 | 1,183 | 1,126 | 6.6% |
| Q4 2024 | 3,019 | $107.3B | 3,776,190,777 | 138 | 876 | 1,410 | 6.7% |
| Q3 2024 | 2,931 | $117.3B | 3,824,380,997 | 154 | 1,125 | 1,120 | 5.6% |
| Q2 2024 | 2,891 | $112.7B | 3,804,189,902 | 176 | 1,095 | 1,167 | 5.6% |
| Q1 2024 | 2,894 | $117.3B | 4,008,908,363 | 149 | 1,150 | 1,196 | 5.2% |
| Q4 2023 | 2,956 | $121.3B | 4,001,150,128 | 123 | 813 | 1,546 | 5.0% |
| Q3 2023 | 2,943 | $135.7B | 3,936,689,381 | 95 | 1,080 | 1,276 | 3.8% |
| Q2 2023 | 3,052 | $148.4B | 3,931,436,917 | 100 | 1,220 | 1,159 | 2.8% |
| Q1 2023 | 3,118 | $165.3B | 3,954,286,726 | 98 | 1,212 | 1,205 | 2.3% |
| Q4 2022 | 3,289 | $210.5B | 4,000,858,596 | 157 | 1,083 | 1,175 | 2.8% |
| Q3 2022 | 3,098 | $174.9B | 3,884,918,067 | 110 | 1,147 | 1,090 | 2.7% |
| Q2 2022 | 3,179 | $208.0B | 3,858,464,199 | 97 | 1,222 | 1,089 | 2.8% |
| Q1 2022 | 3,210 | $203.1B | 3,796,287,455 | 116 | 1,210 | 1,226 | 3.2% |
| Q4 2021 | 3,278 | $236.7B | 3,795,480,952 | 271 | 1,091 | 1,024 | 5.5% |
| Q3 2021 | 2,813 | $166.8B | 3,720,352,023 | 162 | 1,042 | 1,000 | 4.0% |
| Q2 2021 | 2,752 | $150.3B | 3,719,814,924 | 158 | 1,146 | 894 | 3.1% |
| Q1 2021 | 2,691 | $137.2B | 3,677,819,662 | 124 | 1,123 | 991 | 3.0% |
| Q4 2020 | 2,688 | $144.2B | 3,731,197,796 | 98 | 1,169 | 846 | 4.6% |
| Q3 2020 | 2,523 | $144.4B | 3,830,971,139 | 160 | 1,040 | 860 | 2.8% |
| Q2 2020 | 2,456 | $131.6B | 3,949,370,297 | 131 | 953 | 920 | 1.7% |
| Q1 2020 | 2,446 | $132.7B | 4,000,714,531 | 101 | 917 | 1,043 | 1.6% |
| Q4 2019 | 2,542 | $163.9B | 4,111,578,395 | 83 | 901 | 881 | 1.6% |
| Q3 2019 | 2,332 | $145.4B | 3,975,569,365 | 81 | 867 | 933 | 1.8% |
| Q2 2019 | 2,396 | $182.4B | 4,095,371,524 | 87 | 800 | 984 | 2.2% |
| Q1 2019 | 2,407 | $176.6B | 4,093,770,640 | 95 | 798 | 1,002 | 1.6% |
| Q4 2018 | 2,419 | $188.7B | 4,272,587,314 | 12 | 33 | 46 | 1.3% |