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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
31,873
shares
|
$4.96 Million
0.62% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
31,865
shares
|
$4.96 Million
1.0% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
31,802
shares
|
$4.95 Million
0.3% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
31,790
shares
|
$4.95 Million
0.97% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
31,777
shares
|
$4.95 Million
0.47% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
31,678
shares
|
$4.93 Million
0.14% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
31,613
shares
|
$4.92 Million
1.24% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
31,540
shares
|
$4.91 Million
0.63% of portfolio
|
Q3 2023
Added 4.31%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
31,524
shares
|
$4.91 Million
2.5% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
31,474
shares
|
$4.9 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
31,444
shares
|
$4.89 Million
0.61% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
31,296
shares
|
$4.87 Million
0.51% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
31,276
shares
|
$4.87 Million
1.43% of portfolio
|
Q1 2025
Added 102.05%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
31,260
shares
|
$4.86 Million
0.92% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
31,257
shares
|
$4.86 Million
1.16% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Garland Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
31,235
shares
|
$4.86 Million
4.98% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
31,229
shares
|
$4.86 Million
2.64% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
31,184
shares
|
$4.85 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
31,131
shares
|
$4.84 Million
1.48% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
31,082
shares
|
$4.84 Million
1.23% of portfolio
|
Q4 2022
Added 9.83%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
30,994
shares
|
$4.82 Million
2.11% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
30,984
shares
|
$4.82 Million
1.08% of portfolio
|
Q3 2023
Reduced 15.75%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
30,975
shares
|
$4.82 Million
0.12% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
30,958
shares
|
$4.82 Million
2.01% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
30,877
shares
|
$4.81 Million
0.55% of portfolio
|
Q4 2022
Added 1.71%
|