undamentalytics Newsletter

Pfizer: which funds bought and sold

Institutions that bought and sold Pfizer shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 1,270 institutions that filed 13F reports for both quarters added to or opened positions in Pfizer, and 1,444 cut or closed them. Together they added a net 613K shares, +0.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 71.2M shares (−13.2%); index fund managers were net buyers of 41.4M shares (+2.6%). 114 opened a new position and 234 sold out entirely.

Bought, Q2 2026 1,270 institutions, 114 of them new holders Sold, Q2 2026 1,444 institutions, 234 of them sold out
Net change, all compared +613K shares (+0.0%)
Net change, active managers −71.2M shares (−13.2%), 55 bought, 52 sold

Buyers versus sellers

institutions compared, 3,009
Active managers and hedge funds 55 bought · 52 sold · −71.2M
Index fund managers 9 bought · 3 sold · +41.4M
Other institutions 1,206 bought · 1,389 sold · +30.4M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +31.4M +6.3% 529.7M $12.8B
Assenagon Asset Management S.A. +17.7M +292.0% 23.8M $573M
AQR Capital Management LLC Hedge fund +6.7M +56.2% 18.6M $445M
California Public Employees Retirement System +6.4M +59.2% 17.3M $416M
Goldman Sachs Group Inc +5.9M +12.5% 53.0M $1.3B
State Street Corp Index funds +5.5M +1.8% 307.1M $7.4B
Susquehanna International Group, LLP +5.4M +452.0% 6.5M $158M
Fisher Asset Management, LLC Active manager +4.1M +3.9% 109.1M $2.6B
Bank Of New York Mellon Corp +4.0M +7.4% 57.9M $1.4B
Citigroup Inc +3.7M +24.1% 19.2M $463M
Morgan Stanley +3.7M +3.9% 96.3M $2.3B
Adage Capital Partners Gp, L.L.C. Hedge fund +3.2M +535.4% 3.8M $91.5M
FMR LLC Active manager +2.8M +22.5% 15.4M $371M
Vanguard Capital Management LLC Index funds +2.7M +0.7% 372.1M $9B
Vanguard Portfolio Management LLC Index funds +2.5M +2.1% 119.2M $2.9B
Barclays PLC +2.1M +14.0% 16.7M $403M
HSBC Holdings PLC +1.9M +13.1% 16.7M $402M
Cambridge Investment Research Advisors, Inc. +1.8M +103.1% 3.6M $87.6M
SG Americas Securities, LLC +1.8M +18.5% 11.3M $271M
Prudential Financial Inc +1.8M +29.3% 7.7M $186M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Wellington Management Group LLP Active manager −22.1M −44.3% 27.8M $670M
Marshall Wace, LLP Hedge fund −15.3M −95.0% 802K $19.3M
Franklin Resources Inc Active manager −10.5M −37.2% 17.8M $429M
Balyasny Asset Management L.P. Hedge fund −9.6M −91.8% 858K $20.7M
Amundi −7.3M −17.9% 33.5M $807M
D. E. Shaw & Co., Inc. Hedge fund −7.1M −56.6% 5.4M $130M
Victory Capital Management Inc Active manager −6.4M −41.0% 9.2M $220M
Acadian Asset Management LLC Active manager −5.4M −64.4% 3.0M $72M
Ameriprise Financial Inc −5.2M −26.4% 14.4M $346M
Jpmorgan Chase & Co −4.9M −17.5% 23.0M $561M
Voya Investment Management LLC −4.4M −68.6% 2.0M $48.8M
Voloridge Investment Management, LLC Hedge fund −4.4M −62.6% 2.6M $62.9M
Point72 Asset Management, L.P. Hedge fund −4.4M Sold out 0 —
Australiansuper Pty Ltd −4.0M −80.6% 969K $23.3M
Healthcare Of Ontario Pension Plan Trust Fund −3.6M −80.1% 901K $21.7M
Bank Of America Corp −3.0M −6.4% 43.6M $1B
Caisse De Depot Et Placement Du Quebec −2.9M −90.4% 314K $7.6M
Northern Trust Corp Index funds −2.9M −4.7% 59.1M $1.4B
BNP Paribas Asset Management Holding S.A. −2.7M −40.6% 3.9M $94.2M
Nordea Investment Management AB −2.5M −51.5% 2.3M $55.5M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Berkley W R Corp 966K $23.3M
Susquehanna Fundamental Investments, LLC 787K $19M
Tudor Investment Corp Et AlHedge fund 697K $16.8M
Adapt Investment Managers SA 466K $11.2M
Logan Capital Management Inc 442K $10.7M
Ossiam 276K $6.6M
Worldquant Millennium Advisors LLCHedge fund 259K $6.2M
Ilex Capital Partners (UK) LLP 254K $6.1M
J.W. Cole Advisors, Inc. 236K $5.7M
Fairholme Capital Management LLCActive manager 231K $5.6M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Point72 Asset Management, L.P.Hedge fund 4.4M $123M
Orbimed Advisors LLC 1.9M $54.7M
Davern Capital Partners, LP 1.6M $44.8M
Nfj Investment Group, LLC 1.4M $39.3M
Zurich Insurance Group Ltd 1.0M $28.3M
America First Investment Advisors, LLC 898K $25.2M
Exoduspoint Capital Management, LPHedge fund 816K $22.9M
Rheos Capital Works Inc. 750K $21.1M
Longaeva Partners L.P. 561K $15.7M
Y-Intercept (Hong Kong) Ltd 299K $8.4M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
2,819
Ten largest holders
48.2%
of 13F-reported shares
Index fund managers
42.2%
of 13F-reported shares
Active managers and hedge funds
12.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 55 52 14 10 −71.2M −13.2%
Index fund managers 9 3 0 0 +41.4M +2.6%
Other institutions 1,206 1,389 100 224 +30.4M +1.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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