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 |
|---|---|---|---|---|---|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
41,023
shares
|
$6.38 Million
1.0% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
40,978
shares
|
$6.38 Million
0.38% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
40,963
shares
|
$6.37 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
40,870
shares
|
$6.36 Million
5.29% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
40,868
shares
|
$6.36 Million
1.51% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
40,750
shares
|
$6.34 Million
6.19% of portfolio
|
Q1 2025
Added 25.52%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
40,587
shares
|
$6.32 Million
0.36% of portfolio
|
Q3 2022
Added 638.21%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
40,542
shares
|
$6.31 Million
0.72% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Delaney Dennis R
Boston, MA |
May 06, 2025 Q1 2025 |
40,540
shares
|
$6.31 Million
3.84% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
40,383
shares
|
$6.28 Million
1.06% of portfolio
|
Q1 2023
Added 18.69%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
40,251
shares
|
$6.26 Million
0.01% of portfolio
|
Q1 2025
Added 63.47%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
40,048
shares
|
$6.23 Million
0.61% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
40,031
shares
|
$6.23 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
40,022
shares
|
$6.23 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
39,993
shares
|
$6.22 Million
1.48% of portfolio
|
Q1 2025
Reduced 18.47%
|
|
|
Notis Mc Conarty Edward
|
May 06, 2025 Q1 2025 |
39,984
shares
|
$6.22 Million
3.58% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
39,968
shares
|
$6.22 Million
0.32% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
39,911
shares
|
$6.21 Million
0.65% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
39,894
shares
|
$6.21 Million
1.32% of portfolio
|
Q3 2023
Added 13.54%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
39,875
shares
|
$6.21 Million
1.19% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
39,829
shares
|
$6.2 Million
0.69% of portfolio
|
Q3 2022
Added 0.51%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
39,708
shares
|
$6.18 Million
0.59% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
39,618
shares
|
$6.17 Million
0.45% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
39,563
shares
|
$6.16 Million
0.45% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
39,563
shares
|
$6.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.27%
|