Filing Research | PFE - PFIZER INC Institutional Holdings

Snapshot holdings

50 / 906 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	11.9MSH	$287.0M
2	Assenagon Asset Management S.A.	Shares	11.9MSH	$286.6M
3	Artemis Investment Management LLP	Shares	7.6MSH	$183.3M
4	Swedbank AB	Shares	6.7MSH	$162.1M
5	Curated Wealth Partners LLC	Shares	1.4MSH	$152.5M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.2MSH	$74.9M
7	D.A. DAVIDSON & CO.	Shares	3.1MSH	$74.6M
8	Welch Group, LLC	Shares	2.2MSH	$52.8M
9	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	2.1MSH	$49.6M
10	CAPITAL ADVISORS INC/OK	Shares	1.8MSH	$42.6M
11	Czech National Bank	Shares	1.6MSH	$39.1M
12	Mirae Asset Global Investments Co., Ltd.	Shares	1.5MSH	$37.1M
13	Kepler Cheuvreux (Suisse) SA	Shares	1.4MSH	$33.8M
14	WILSEY ASSET MANAGEMENT INC	Shares	1.4MSH	$33.5M
15	IFM Investors Pty Ltd	Shares	1.3MSH	$32.1M
16	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.3MSH	$31.1M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	1.3MSH	$30.3M
18	PensionDanmark Pensionsforsikringsaktieselskab	Shares	1.1MSH	$26.0M
19	Nexus Investment Management ULC	Shares	1.0MSH	$24.7M
20	FOUNDATION RESOURCE MANAGEMENT INC	Shares	936.1KSH	$22.5M
21	QRG CAPITAL MANAGEMENT, INC.	Shares	902.3KSH	$21.7M
22	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	872.9KSH	$21.0M
23	Police & Firemen's Retirement System of New Jersey	Shares	851.9KSH	$20.5M
24	ASR Vermogensbeheer N.V.	Shares	845.6KSH	$20.4M
25	Sarasin & Partners LLP	Shares	845.3KSH	$20.4M
26	Foster Victor Wealth Advisors, LLC	Shares	819.2KSH	$19.9M
27	Sound Income Strategies, LLC	Shares	805.7KSH	$19.4M
28	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	805.1KSH	$19.4M
29	PBU - The Pension Fund of Early Childhood & Youth Educators	Shares	785.4KSH	$18.9M
30	FUKOKU MUTUAL LIFE INSURANCE CO	Shares	741.3KSH	$17.9M
31	Mediolanum International Funds Ltd	Shares	720.9KSH	$17.6M
32	COERENTE CAPITAL MANAGEMENT	Shares	711.3KSH	$17.1M
33	INTACT INVESTMENT MANAGEMENT INC.	Shares	679.3KSH	$16.4M
34	Quilter Plc	Shares	662.9KSH	$16.0M
35	OFI INVEST ASSET MANAGEMENT	Shares	751.4KSH	$15.8M
36	Avanza Fonder AB	Shares	634.8KSH	$15.3M
37	SBI Securities Co., Ltd.	Shares	623.9KSH	$15.0M
38	DAVIDSON INVESTMENT ADVISORS	Shares	570.3KSH	$13.7M
39	QSM Asset Management Ltd	Shares	559.4KSH	$13.5M
40	Fideuram Asset Management (Ireland) dac	Shares	520.5KSH	$13.4M
41	Cyndeo Wealth Partners, LLC	Shares	536.7KSH	$12.9M
42	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	525.5KSH	$12.7M
43	Bogart Wealth, LLC	Shares	512.3KSH	$12.3M
44	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	506.1KSH	$12.2M
45	Steigerwald, Gordon & Koch Inc.	Shares	502.9KSH	$12.1M
46	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	497.1KSH	$12.0M
47	OLD NATIONAL BANCORP /IN/	Shares	492.1KSH	$11.8M
48	Quintet Private Bank (Europe) S.A.	Shares	486.9KSH	$11.7M
49	Bell Bank	Shares	484.4KSH	$11.7M
50	LBP AM SA	Shares	477.6KSH	$11.5M

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Manager changes2026-06-30 vs 2026-03-31

50 / 982 loaded

#		Instrument
1	Curated Wealth Partners LLC added	Shares	+1.4M	+$152.2M	$152.5M
2	Assenagon Asset Management S.A. added	Shares	+5.8M	+$116.1M	$286.6M
3	OFI INVEST ASSET MANAGEMENT added	Shares	+739.8K	+$15.5M	$15.8M
4	Kepler Cheuvreux (Suisse) SA added	Shares	+709.5K	+$14.3M	$33.8M
5	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+590.7K	+$11.4M	$31.1M
6	Fideuram Asset Management (Ireland) dac added	Shares	+368.1K	+$9.2M	$13.4M
7	J.W. COLE ADVISORS, INC. new	Shares	+235.7K	+$5.7M	$5.7M
8	AEGON ASSET MANAGEMENT UK PLC added	Shares	+210.8K	+$5.1M	$5.2M
9	LBP AM SA added	Shares	+238.4K	+$4.8M	$11.5M
10	Martin Capital Partners, LLC trimmed	Shares	-322	+$4.5M	$4.5M
11	PARK NATIONAL CORP /OH/ added	Shares	+186.1K	+$4.3M	$5.8M
12	DUDLEY & SHANLEY, INC. new	Shares	+165.0K	+$4.0M	$4.0M
13	ASR Vermogensbeheer N.V. added	Shares	+230.7K	+$3.1M	$20.4M
14	FULCRUM WEALTH ADVISORS, LLC new	Shares	+106.6K	+$2.6M	$2.6M
15	PKO Investment Management Joint-Stock Co added	Shares	+101.5K	+$2.2M	$4.0M
16	Trust Asset Management LLC added	Shares	+62.9K	+$2.1M	$3.9M
17	Sivia Capital Partners, LLC new	Shares	+82.7K	+$2.0M	$2.0M
18	Farther Finance Advisors, LLC added	Shares	+130.8K	+$2.0M	$9.5M
19	Fortis Group Advisors, LLC added	Shares	+59.2K	+$1.4M	$1.5M
20	Abundance Wealth Counselors added	Shares	+41.2K	+$817.9K	$2.0M
21	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+33.0K	+$728.0K	$1.2M
22	Trust Point Inc. added	Shares	+35.0K	+$712.2K	$1.6M
23	MISSION WEALTH MANAGEMENT, LP added	Shares	+36.0K	+$680.5K	$2.0M
24	CV Advisors LLC new	Shares	+26.2K	+$630.9K	$630.9K
25	Union Bancaire Privee, UBP SA added	Shares	+6.3K	+$594.0K	$6.3M
26	HENNESSY ADVISORS INC added	Shares	+63.0K	+$585.0K	$7.1M
27	Generali Investments Towarzystwo Funduszy Inwestycyjnych added	Shares	+30.5K	+$508.4K	$2.1M
28	Burns Matteson Capital Management, LLC new	Shares	+20.3K	+$489.7K	$489.7K
29	PING CAPITAL MANAGEMENT, INC. added	Shares	+20.0K	+$381.6K	$1.1M
30	FCG Investment Co new	Shares	+15.7K	+$378.1K	$378.1K
31	KMG FIDUCIARY PARTNERS, LLC added	Shares	+39.9K	+$356.1K	$4.6M
32	Ignite Planners, LLC added	Shares	+20.8K	+$338.4K	$1.5M
33	Henrickson Nauta Wealth Advisors, Inc. new	Shares	+13.6K	+$328.2K	$328.2K
34	Formidable Asset Management, LLC added	Shares	+5.8K	+$325.1K	$1.6M
35	Econ Financial Services Corp added	Shares	+37.9K	+$321.1K	$4.5M
36	CREDIT INDUSTRIEL ET COMMERCIAL added	Shares	+15.9K	+$309.2K	$820.4K
37	RIVERSEDGE ADVISORS, LLC new	Shares	+11.2K	+$270.2K	$270.2K
38	PRECEDENT WEALTH PARTNERS, LLC new	Shares	+11.0K	+$265.3K	$265.3K
39	Spinnaker Investment Group, LLC added	Shares	+12.2K	+$251.6K	$549.3K
40	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+14.2K	+$243.5K	$934.5K
41	Rydar Equities, Inc. new	Shares	+9.6K	+$239.5K	$239.5K
42	Fermata Advisors, LLC new	Shares	+9.6K	+$231.7K	$231.7K
43	BIRCH FINANCIAL GROUP, LLC new	Shares	+9.5K	+$229.5K	$229.5K
44	Legacy Advisors, LLC added	Shares	+13.7K	+$222.7K	$977.4K
45	Fiduciary Alliance LLC added	Shares	+56.5K	+$222.5K	$10.2M
46	CUMBERLAND ADVISORS INC added	Shares	+18.0K	+$220.2K	$1.7M
47	Teamwork Financial Advisors, LLC new	Shares	+8.8K	+$212.1K	$212.1K
48	Monument Capital Management new	Shares	+8.8K	+$210.9K	$210.9K
49	JBR Co Financial Management Inc new	Shares	+8.6K	+$208.2K	$208.2K
50	Brookwood Investment Group LLC added	Shares	+10.2K	+$206.5K	$475.3K

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