Markets PFE

See Which Recent 13F Filers Hold PFE

At Holdings Channel, we have reviewed the latest batch of the 79 most recent 13F filings for the 06/30/2026 reporting period, and noticed that Pfizer Inc (Symbol: PFE) was held by 30 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in PFE positions, for this latest batch of 13F filers:

FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)
Plancorp LLC Existing -1,563-$211
Brookstone Capital Management Existing -7,367-$1,298
Shoker Investment Counsel Inc. Existing +4,545-$272
Hamilton Point Investment Advisors LLC Existing -816-$694
Dynamic Advisor Solutions LLC Existing -6,286-$418
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. Existing +2,800-$85
Avior Wealth Management LLC Existing -12,558-$462
Stonebridge Capital Advisors LLC Existing +110-$77
American Money Management LLC Existing UNCH-$47
Arete Wealth Advisors LLC Existing +10,028-$233
Bellecapital International Ltd. Existing -59,404-$2,456
Bridgewater Advisors Inc. Existing -5,353-$200
Lighthouse Investment Partners LLC Existing -21,550-$553
CKW Financial Group Existing UNCH-$7
Select Asset Management & Trust Existing -9,091-$364
Eagle Capital Management LLC Existing +8-$506
Allen Capital Group LLC Existing +7,145-$674
CHICAGO TRUST Co NA Existing -8,371-$536
Abacus Planning Group Inc. Existing +120-$99
Point72 Asset Management L.P. Existing -3,845,063-$114,617
RKL Wealth Management LLC Existing +902-$38
PKS Advisory Services LLC NEW +8,336+$201
St. Johns Investment Management Company LLC Existing +2,151-$64
Fort Sheridan Advisors LLC Existing +3,917-$374
Moors & Cabot Inc. Existing +12,563-$876
Mark Sheptoff Financial Planning LLC Existing UNCH-$30
EagleClaw Capital Managment LLC Existing +42,358+$576
Curbstone Financial Management Corp Existing +3,730-$84
Trust Asset Management LLC Existing UNCH-$251
Mengis Capital Management Inc. Existing -215-$260
Aggregate Change: -3,878,924-$125,009

In terms of shares owned, we count 13 of the above funds having increased existing PFE positions from 03/31/2026 to 06/30/2026, with 12 having decreased their positions and 1 new position.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the PFE share count in the aggregate among all of the funds which held PFE at the 06/30/2026 reporting period (out of the 8,814 we looked at in total). We then compared that number to the sum total of PFE shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for PFE. We found that between these two periods, funds reduced their holdings by 147,452,828 shares in the aggregate, from 3,742,351,735 down to 3,594,898,907 for a share count decline of approximately -3.94%. The overall top three funds holding PFE on 06/30/2026 were:

»FundShares of PFE Held
1.BlackRock Inc. 529,670,433
2.Vanguard Capital Management LLC 372,149,852
3.State Street Corp 307,090,897
4-10Find out the full Top 10 Hedge Funds Holding PFE»

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Pfizer Inc (Symbol: PFE).

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Further PFE Research:

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