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 |
---|---|---|---|---|---|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
45,966
shares
|
$7.15 Million
0.69% of portfolio
|
Q4 2022
Added 2.01%
|
|
Harvey Investment CO LLC
|
Apr 22, 2025 Q1 2025 |
45,934
shares
|
$7.15 Million
0.87% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
45,867
shares
|
$7.14 Million
1.45% of portfolio
|
Q2 2025
Added 2.31%
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
45,855
shares
|
$7.14 Million
0.83% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
45,799
shares
|
$7.13 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
45,709
shares
|
$7.11 Million
0.33% of portfolio
|
Q1 2025
Reduced 16.65%
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
May 06, 2025 Q1 2025 |
45,570
shares
|
$7.09 Million
1.6% of portfolio
|
Q1 2025
Added 1476.27%
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
45,559
shares
|
$7.09 Million
1.06% of portfolio
|
Q2 2025
Reduced 15.29%
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
45,519
shares
|
$7.08 Million
0.88% of portfolio
|
Q2 2025
Added 1.75%
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
45,475
shares
|
$7.08 Million
1.11% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
Mirova
Paris, I0 |
May 14, 2025 Q1 2025 |
45,076
shares
|
$7.01 Million
1.41% of portfolio
|
Q1 2025
Added 5.55%
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
44,890
shares
|
$6.99 Million
7.28% of portfolio
|
Q1 2025
Added 0.57%
|
|
Blackhill Capital Inc
Morristown, NJ |
May 14, 2025 Q1 2025 |
44,871
shares
|
$6.98 Million
0.44% of portfolio
|
Q1 2020
Reduced 1.75%
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
44,862
shares
|
$6.98 Million
1.79% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
44,846
shares
|
$6.98 Million
1.1% of portfolio
|
Q4 2022
Reduced 1.87%
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
44,778
shares
|
$6.97 Million
0.19% of portfolio
|
Q1 2025
Added 3.43%
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
44,565
shares
|
$6.94 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
44,543
shares
|
$6.93 Million
3.29% of portfolio
|
Q4 2024
New holding
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
44,510
shares
|
$6.93 Million
0.21% of portfolio
|
Q1 2025
Added 14.54%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
44,394
shares
|
$6.91 Million
0.67% of portfolio
|
Q2 2023
Added 0.04%
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
44,380
shares
|
$6.91 Million
0.31% of portfolio
|
Q2 2024
Added 259.35%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
44,226
shares
|
$6.88 Million
0.29% of portfolio
|
Q1 2025
Added 101.06%
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
44,211
shares
|
$6.88 Million
0.39% of portfolio
|
Q1 2025
Added 19.2%
|
|
Brown Shipley& CO LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
44,166
shares
|
$6.87 Million
3.87% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
44,120
shares
|
$6.87 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.33%
|