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 4,469 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 $251 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
1,885
shares
|
$289,837
0.09% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
1,879
shares
|
$288,915
0.07% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,874
shares
|
$288,146
0.11% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
1,869
shares
|
$287,377
0.15% of portfolio
|
Q1 2025
Reduced 31.06%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
1,868
shares
|
$287,223
0.08% of portfolio
|
Q1 2023
Reduced 1.48%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Apr 29, 2025 Q1 2025 |
1,866
shares
|
$286,916
0.31% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
1,866
shares
|
$286,916
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
1,863
shares
|
$286,454
0.3% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
1,862
shares
|
$286,301
0.07% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
1,860
shares
|
$285,993
0.08% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
1,855
shares
|
$285,224
0.22% of portfolio
|
Q4 2024
Reduced 20.39%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
1,854
shares
|
$285,071
0.22% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Lipe & Dalton
|
May 05, 2025 Q1 2025 |
1,850
shares
|
$284,456
0.18% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
1,845
shares
|
$283,687
0.07% of portfolio
|
Q2 2025
Added 37.07%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
1,841
shares
|
$283,072
0.09% of portfolio
|
Q4 2024
Added 25.58%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
1,831
shares
|
$281,534
0.22% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
1,831
shares
|
$281,534
0.08% of portfolio
|
Q2 2025
Added 14.51%
|
|
|
Seldon Capital LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,828
shares
|
$281,073
0.26% of portfolio
|
Q4 2021
New holding
|
|
|
Sippican Capital Advisors
|
Apr 28, 2025 Q1 2025 |
1,827
shares
|
$280,919
0.25% of portfolio
|
Q1 2024
Reduced 37.94%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
1,827
shares
|
$280,919
0.26% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
1,827
shares
|
$280,919
0.05% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
1,827
shares
|
$280,919
0.15% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 23, 2025 Q1 2025 |
1,825
shares
|
$280,612
0.15% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
1,822
shares
|
$280,150
0.18% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
1,814
shares
|
$278,920
0.06% of portfolio
|
Q1 2025
Added 10.68%
|