SEC Filing Summary: Pfizer Inc. (Form 13F)
Business Context and Reporting Period
This filing is a Form 13F Information Table submitted by Pfizer Inc. for the reporting period ending March 31, 2026. The document discloses equity securities held by the company as of the end of the quarter. It does not contain Pfizer's own financial performance data (revenue, profit, etc.) but rather details its investment portfolio in other public companies.
Key Financial Metrics and Portfolio Holdings
The filing lists equity positions in various biotechnology and life sciences companies. Key holdings by value include:
- Allogene Therapeutics Inc: $49,792,410 (22,032,040 shares)
- Arvinas Inc: $34,923,932 (3,457,815 shares)
- Celcuity Inc: $31,345,025 (295,652 shares)
- Oric Pharmaceuticals Inc: $57,651,636 (4,780,401 shares)
- Zura Bio Ltd: $16,834,754 (2,838,913 shares)
Voting Authority: Pfizer reports voting authority as either "SOLE" or "SHARED" (DFND) for these positions. The filing does not provide aggregate portfolio value, cash flow, debt, or liquidity metrics for Pfizer itself.
Material Changes
The filing text provided does not include comparative data from the prior quarter (December 31, 2025). Therefore, material changes in position size or new entries versus the prior period cannot be determined from this document alone.
Guidance, Outlook, and Risks
This Form 13F is a regulatory disclosure of holdings and does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding Pfizer's operations or the future performance of its portfolio.
Investor Verification Checklist
- Verify the total aggregate value of Pfizer's equity portfolio by summing all positions in the full filing.
- Compare these holdings against the previous quarter's 13F to identify new investments or divestitures.
- Review Pfizer's 10-Q or 10-K for the same period to obtain actual revenue, profit, and cash flow data, as this filing does not contain them.
- Confirm the specific voting rights (Sole vs. Shared) for significant positions like Allogene Therapeutics and Oric Pharmaceuticals.