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 4,473 institutions that hold shares in the stock, with a total of 1.57 Billion shares, which have been reported (via 13F filing form) to have a value of $250 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
917
shares
|
$146,591
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Apr 24, 2025 Q1 2025 |
908
shares
|
$145,152
0.07% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
896
shares
|
$143,234
0.08% of portfolio
|
Q2 2023
Reduced 3.03%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
895
shares
|
$143,074
0.02% of portfolio
|
Q1 2025
Reduced 18.41%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
890
shares
|
$142,275
0.02% of portfolio
|
Q1 2025
Reduced 18.05%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
885
shares
|
$141,476
0.09% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
885
shares
|
$141,476
0.2% of portfolio
|
Q1 2025
Added 271.85%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
872
shares
|
$139,397
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
870
shares
|
$139,078
0.05% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
867
shares
|
$138,598
0.05% of portfolio
|
Q1 2025
Reduced 28.58%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
867
shares
|
$138,598
0.08% of portfolio
|
Q4 2024
Reduced 68.97%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
857
shares
|
$137,000
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
857
shares
|
$137,000
0.07% of portfolio
|
Q1 2025
Added 21.39%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
854
shares
|
$136,520
0.1% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
850
shares
|
$135,881
0.06% of portfolio
|
Q3 2023
Added 6.25%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
849
shares
|
$135,721
0.05% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
847
shares
|
$135,401
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
841
shares
|
$134,442
0.04% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
837
shares
|
$133,802
0.05% of portfolio
|
Q4 2024
Reduced 49.88%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
834
shares
|
$133,323
0.04% of portfolio
|
Q4 2024
Added 89.55%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
826
shares
|
$132,044
0.07% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
825
shares
|
$131,884
0.11% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
820
shares
|
$131,085
0.19% of portfolio
|
Q3 2023
Reduced 12.77%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
808
shares
|
$129,166
0.09% of portfolio
|
Q3 2023
Added 0.37%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
800
shares
|
$127,888
0.08% of portfolio
|
Q1 2025
Reduced 9.09%
|