Institutional Ownership Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG). We have compiled data on the 4,472 institutions that hold shares in the stock, with a total of 1.63 Billion shares, which have been reported (via 13F filing form) to have a value of $254 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orser Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,232
shares
|
$347,343
0.26% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
2,229
shares
|
$346,876
0.09% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
2,228
shares
|
$346,721
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
2,226
shares
|
$346,410
0.43% of portfolio
|
Q2 2024
Added 18.91%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Apr 15, 2025 Q1 2025 |
2,225
shares
|
$346,254
0.23% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
2,224
shares
|
$346,098
0.16% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
2,223
shares
|
$345,943
0.1% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
2,223
shares
|
$345,943
0.4% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
2,222
shares
|
$345,787
0.2% of portfolio
|
Q1 2025
Added 16.4%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
2,221
shares
|
$345,632
0.24% of portfolio
|
Q2 2025
Added 57.74%
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
2,218
shares
|
$345,165
0.1% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
2,215
shares
|
$344,698
0.24% of portfolio
|
Q1 2025
Added 51.19%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,213
shares
|
$344,387
0.11% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
2,212
shares
|
$344,231
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
2,206
shares
|
$343,297
0.21% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
May 05, 2025 Q1 2025 |
2,205
shares
|
$343,142
0.22% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
2,204
shares
|
$342,986
0.11% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
2,200
shares
|
$342,364
0.19% of portfolio
|
Q4 2020
New holding
|
|
|
Edgewood Management LLC
Greenwich, CT |
May 14, 2025 Q1 2025 |
2,200
shares
|
$342,364
0.0% of portfolio
|
Q4 2018
Reduced 31.25%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,200
shares
|
$342,364
0.64% of portfolio
|
Q1 2024
Reduced 13.32%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
2,193
shares
|
$341,274
0.07% of portfolio
|
Q2 2025
Added 12.52%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
2,183
shares
|
$339,718
0.13% of portfolio
|
Q1 2025
Reduced 87.17%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
2,181
shares
|
$339,407
0.09% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Fishman Jay A LTD
Troy, MI |
Apr 22, 2025 Q1 2025 |
2,180
shares
|
$339,251
0.04% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
2,178
shares
|
$338,940
0.24% of portfolio
|
Q1 2025
Added 1.68%
|