Pfizer Inc.
CL ˙ SNSE ˙ US7170811035
SecurityCL:PFE / Pfizer Inc.
InstitutionCrewe Advisors LLC
Latest Disclosed Ownership12,286 shares
Latest Disclosed Value $ 344,996
Crewe Advisors LLC reports 0.27% increase in ownership of PFE / Pfizer Inc.

On May 7, 2026 - Crewe Advisors LLC filed a 13F-HR form disclosing ownership of 12,286 shares of Pfizer Inc. (CL:PFE) valued at $344,996 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 12,253 shares of Pfizer Inc.. This represents a change in shares of 0.27% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F PFIZER COM 717081103 12,286 33 0.27 345 12.79 0.0294
2026-01-16 2025-12-31 13F PFIZER COM 717081103 12,253 335 2.81 305 0.66 0.0270
2025-11-13 2025-09-30 13F PFIZER COM 717081103 11,918 -1,401 -10.52 304 -5.90 0.0290
2025-07-30 2025-06-30 13F PFIZER COM 717081103 13,319 216 1.65 323 -3.01 0.0457
2025-04-23 2025-03-31 13F PFIZER COM 717081103 13,103 -114 -0.86 332 -5.14 0.0467
2025-01-27 2024-12-31 13F PFIZER COM 717081103 13,217 -1,253 -8.66 351 -16.27 0.0483
2024-11-12 2024-09-30 13F PFIZER COM 717081103 14,470 -186 -1.27 419 1.95 0.0486
2024-07-29 2024-06-30 13F PFIZER COM 717081103 14,656 -94 -0.64 410 0.24 0.0460
2024-05-14 2024-03-31 13F PFIZER COM 717081103 14,750 14,750 409 0.0477
2023-11-09 2023-09-30 13F PFIZER COM 717081103 0 -13,205 -100.00 0 -100.00
2023-07-28 2023-06-30 13F PFIZER COM 717081103 13,205 -1,172 -8.15 484 -17.41 0.0680
2023-05-12 2023-03-31 13F PFIZER COM 717081103 14,377 229 1.62 587 -19.06 0.0856
2023-02-08 2022-12-31 13F PFIZER COM 717081103 14,148 -1,367 -8.81 725 6.63 0.1150
2022-11-14 2022-09-30 13F PFIZER COM 717081103 15,515 770 5.22 679 -12.16 0.1227
2022-08-02 2022-06-30 13F PFIZER COM 717081103 14,745 2,053 16.18 773 17.66 0.1707
2022-04-27 2022-03-31 13F PFIZER COM 717081103 12,692 3,688 40.96 657 23.50 0.1282
2022-02-10 2021-12-31 13F PFIZER COM 717081103 9,004 550 6.51 532 46.15 0.1082
2021-10-29 2021-09-30 13F PFIZER COM 717081103 8,454 -55 -0.65 364 9.31 0.0860
2021-08-11 2021-06-30 13F PFIZER COM 717081103 8,509 -1,999 -19.02 333 -12.60 0.0826
2021-04-21 2021-03-31 13F PFIZER COM 717081103 10,508 158 1.53 381 0.00 0.0945
2021-01-27 2020-12-31 13F PFIZER COM 717081103 10,350 2,496 31.78 381 32.29 0.1525
2020-10-13 2020-09-30 13F PFIZER COM 717081103 7,854 1,624 26.07 288 41.18 0.1351
2020-07-24 2020-06-30 13F PFIZER COM 717081103 6,230 0 0.00 204 0.49 0.0997
2020-05-07 2020-03-31 13F PFIZER COM 717081103 6,230 -69 -1.10 203 -17.81 0.1211
2020-02-05 2019-12-31 13F PFIZER COM 717081103 6,299 69 1.11 247 10.27 0.1081
2019-11-05 2019-09-30 13F PFIZER COM 717081103 6,230 -38 -0.61 224 -17.65 0.1030
2019-08-09 2019-06-30 13F PFIZER COM 717081103 6,268 0 0.00 272 2.26 0.0884
2019-05-10 2019-03-31 13F PFIZER COM 717081103 6,268 38 0.61 266 -2.21 0.0837
2019-02-05 2018-12-31 13F PFIZER COM 717081103 6,230 0 0.00 272 -1.09 0.0862
2018-11-13 2018-09-30 13F PFIZER COM 717081103 6,230 6,230 275 0.2327
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.