Richard Pzena’s PFE Holdings & Trades

First Buy
Q4 2014
Duration Held
44 Quarters
Largest Add
Q1 2024
+4.95 M Shares
Current Position
6.62 M Shares
$168.57 M Value

Richard Pzena's PFE Position Overview

Richard Pzena (via Pzena Investment Management LLC) currently holds 6.62 M shares of Pfizer Inc. (PFE) worth $168.57 M, representing 0.54% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 44 quarters.

Based on 13F filings since 2013, Richard Pzena has maintained a long-term strategic position in PFE, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2024, adding 4.95 M shares. Largest reduction occurred in Q1 2022, reducing 1.6 M shares.

Analysis based on 13F filings available since 2013 Q2

Richard Pzena's Pfizer (PFE) Holding Value Over Time

Track share changes against reported price movement

Quarterly Pfizer (PFE) Trades by Richard Pzena

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2014 +2.17 M New Buy 2.17 M $31.15
Q1 2015 -10,950 Reduce 0.50% 2.16 M $34.79
Q2 2015 +200 Add 0.01% 2.16 M $33.53
Q4 2015 +1,775 Add 0.08% 2.16 M $32.28
Q1 2016 +25,511 Add 1.18% 2.19 M $29.64
Q2 2016 -700 Reduce 0.03% 2.19 M $35.21
Q3 2016 +143,232 Add 6.55% 2.33 M $33.87
Q4 2016 -112,127 Reduce 4.81% 2.22 M $32.48
Q2 2017 +114,765 Add 5.18% 2.33 M $33.59
Q3 2017 +1.68 M Add 71.86% 4.01 M $35.70
Q4 2017 +352,869 Add 8.80% 4.36 M $36.22
Q1 2018 +6,350 Add 0.15% 4.37 M $35.49
Q2 2018 +89,174 Add 2.04% 4.46 M $36.28
Q3 2018 -18,237 Reduce 0.41% 4.44 M $44.07
Q4 2018 -742,393 Reduce 16.73% 3.7 M $43.65
Q1 2019 -502,831 Reduce 13.60% 3.19 M $42.47
Q2 2019 -39,262 Reduce 1.23% 3.15 M $43.32
Q3 2019 -5,815 Reduce 0.18% 3.15 M $35.93
Q4 2019 +313 Add 0.01% 3.15 M $39.18
Q1 2020 -340 Reduce 0.01% 3.15 M $32.64
Q2 2020 -722,584 Reduce 22.95% 2.43 M $32.70
Q3 2020 +310,417 Add 12.80% 2.74 M $36.70
Q4 2020 +74,178 Add 2.71% 2.81 M $36.81
Q1 2021 +89,086 Add 3.17% 2.9 M $36.23
Q2 2021 +118,931 Add 4.10% 3.02 M $39.16
Q3 2021 +2 M Add 66.39% 5.02 M $43.01
Q4 2021 -28,776 Reduce 0.57% 4.99 M $59.05
Q1 2022 -1.6 M Reduce 31.96% 3.4 M $51.77
Q2 2022 -427,993 Reduce 12.60% 2.97 M $52.43
Q3 2022 -100,083 Reduce 3.37% 2.87 M $43.76
Q4 2022 -109,519 Reduce 3.82% 2.76 M $51.24
Q1 2023 -17,984 Reduce 0.65% 2.74 M $40.80
Q2 2023 -17,238 Reduce 0.63% 2.72 M $36.68
Q3 2023 -5,481 Reduce 0.20% 2.72 M $33.17
Q4 2023 +4,315 Add 0.16% 2.72 M $28.79
Q1 2024 +4.95 M Add 181.64% 7.67 M $27.75
Q2 2024 -412,765 Reduce 5.38% 7.26 M $27.98
Q3 2024 +24,029 Add 0.33% 7.28 M $28.94
Q4 2024 -330,130 Reduce 4.53% 6.95 M $26.53
Q1 2025 +107,402 Add 1.55% 7.06 M $25.34
Q2 2025 -499,867 Reduce 7.08% 6.56 M $24.24
Q3 2025 +56,484 Add 0.86% 6.62 M $25.48

Richard Pzena's Pfizer Investment FAQs

Richard Pzena first purchased Pfizer Inc. (PFE) in Q4 2014, acquiring 2,170,568 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Richard Pzena has held Pfizer Inc. (PFE) for 44 quarters since Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Richard Pzena's largest addition to Pfizer Inc. (PFE) was in Q1 2024, adding 7,670,445 shares worth $212.85 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Richard Pzena's firm, Pzena Investment Management LLC, owns 6,615,598 shares of Pfizer Inc. (PFE), valued at approximately $168.57 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Pfizer Inc. (PFE) represents approximately 0.54% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Richard Pzena's peak holding in Pfizer Inc. (PFE) was 7,670,445 shares, as reported at the end of Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.