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 1.64 Billion shares, which have been reported (via 13F filing form) to have a value of $259 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fluent Financial, LLC
|
Apr 10, 2025 Q1 2025 |
17,117
shares
|
$2.71 Million
1.41% of portfolio
|
Q1 2025
Reduced 36.67%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
17,116
shares
|
$2.71 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
17,107
shares
|
$2.71 Million
1.59% of portfolio
|
Q1 2025
Added 24.76%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
17,100
shares
|
$2.71 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
17,081
shares
|
$2.7 Million
0.5% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
17,072
shares
|
$2.7 Million
0.27% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
17,055
shares
|
$2.7 Million
1.45% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
17,010
shares
|
$2.69 Million
0.46% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
17,006
shares
|
$2.69 Million
0.97% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
17,002
shares
|
$2.69 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
17,000
shares
|
$2.69 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
16,978
shares
|
$2.69 Million
1.68% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
16,944
shares
|
$2.68 Million
0.2% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
16,925
shares
|
$2.68 Million
0.4% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
16,903
shares
|
$2.68 Million
0.25% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
16,879
shares
|
$2.67 Million
1.35% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
16,856
shares
|
$2.67 Million
1.2% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
16,852
shares
|
$2.67 Million
0.74% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
16,836
shares
|
$2.67 Million
1.09% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jul 21, 2025 Q2 2025 |
16,830
shares
|
$2.66 Million
2.14% of portfolio
|
Q2 2025
Added 39.21%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
16,825
shares
|
$2.66 Million
0.89% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
16,815
shares
|
$2.66 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
16,787
shares
|
$2.66 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
May 15, 2025 Q1 2025 |
16,756
shares
|
$2.65 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
16,740
shares
|
$2.65 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.25%
|