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 |
|---|---|---|---|---|---|
|
Wendell David Associates Inc
|
Apr 18, 2025 Q1 2025 |
92,338
shares
|
$14.2 Million
1.57% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
91,920
shares
|
$14.1 Million
0.7% of portfolio
|
Q2 2025
Reduced 16.71%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
91,399
shares
|
$14.1 Million
1.48% of portfolio
|
Q1 2025
Reduced 24.0%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
91,181
shares
|
$14 Million
3.67% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
90,982
shares
|
$14 Million
0.37% of portfolio
|
Q4 2023
Reduced 2.34%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
90,387
shares
|
$13.9 Million
0.43% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
90,208
shares
|
$13.9 Million
1.98% of portfolio
|
Q1 2025
Reduced 11.67%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
90,086
shares
|
$13.9 Million
2.31% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
90,026
shares
|
$13.8 Million
1.13% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
May 14, 2025 Q1 2025 |
90,000
shares
|
$13.8 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
89,714
shares
|
$13.8 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
89,265
shares
|
$13.7 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
88,973
shares
|
$13.7 Million
0.26% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
88,815
shares
|
$13.7 Million
0.94% of portfolio
|
Q3 2022
Reduced 1.87%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
88,775
shares
|
$13.7 Million
0.56% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
88,657
shares
|
$13.6 Million
1.53% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
88,465
shares
|
$13.6 Million
3.31% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
88,194
shares
|
$13.6 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
88,189
shares
|
$13.6 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
88,155
shares
|
$13.6 Million
1.96% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
87,798
shares
|
$13.5 Million
0.73% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
87,478
shares
|
$13.5 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
87,318
shares
|
$13.4 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
86,830
shares
|
$13.4 Million
5.68% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
86,648
shares
|
$13.3 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.28%
|