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 |
|---|---|---|---|---|---|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
375
shares
|
$59,947
0.03% of portfolio
|
Q1 2025
Added 20.19%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
371
shares
|
$59,308
0.05% of portfolio
|
Q4 2021
Reduced 14.91%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
361
shares
|
$57,709
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
358
shares
|
$57,229
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
352
shares
|
$56,270
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
351
shares
|
$56,110
0.02% of portfolio
|
Q1 2025
Reduced 23.86%
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
338
shares
|
$54,032
0.03% of portfolio
|
Q1 2025
Added 4125.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
330
shares
|
$52,753
0.02% of portfolio
|
Q4 2024
Added 46.67%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
326
shares
|
$52,114
0.02% of portfolio
|
Q1 2024
Added 57.49%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
325
shares
|
$51,954
0.05% of portfolio
|
Q1 2025
Added 20.37%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
324
shares
|
$51,794
0.17% of portfolio
|
Q1 2025
Reduced 76.97%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
316
shares
|
$50,515
0.02% of portfolio
|
Q1 2025
Reduced 77.18%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
313
shares
|
$50,036
0.06% of portfolio
|
Q1 2025
Added 413.11%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
280
shares
|
$44,760
0.01% of portfolio
|
Q2 2023
Reduced 92.13%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
274
shares
|
$43,801
0.0% of portfolio
|
Q1 2025
Reduced 29.92%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
270
shares
|
$43,162
0.03% of portfolio
|
Q1 2024
Added 38.46%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
270
shares
|
$43,162
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
261
shares
|
$41,723
0.04% of portfolio
|
Q1 2025
Reduced 51.21%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
251
shares
|
$40,124
0.01% of portfolio
|
Q1 2025
Added 84.56%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
251
shares
|
$40,124
0.04% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
247
shares
|
$39,485
0.03% of portfolio
|
Q4 2024
Reduced 94.79%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
246
shares
|
$39,325
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
245
shares
|
$39,165
0.04% of portfolio
|
Q1 2025
Added 50.31%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
235
shares
|
$37,567
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
232
shares
|
$37,087
0.02% of portfolio
|
Q1 2025
Reduced 1.28%
|