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 4,471 institutions that hold shares in the stock, with a total of 1.68 Billion shares, which have been reported (via 13F filing form) to have a value of $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
7,327
shares
|
$1.17 Million
0.12% of portfolio
|
Q3 2024
Reduced 19.42%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
7,321
shares
|
$1.17 Million
0.79% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
7,315
shares
|
$1.17 Million
0.43% of portfolio
|
Q2 2025
Reduced 12.99%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
7,301
shares
|
$1.17 Million
0.53% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
7,295
shares
|
$1.17 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
7,293
shares
|
$1.17 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
7,280
shares
|
$1.17 Million
0.63% of portfolio
|
Q1 2023
Reduced 21.66%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
7,259
shares
|
$1.16 Million
0.49% of portfolio
|
Q2 2025
Reduced 12.4%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
7,246
shares
|
$1.16 Million
0.27% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
7,245
shares
|
$1.16 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
7,241
shares
|
$1.16 Million
0.14% of portfolio
|
Q1 2025
Reduced 18.33%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,236
shares
|
$1.16 Million
0.08% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
7,236
shares
|
$1.16 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
7,231
shares
|
$1.16 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
7,217
shares
|
$1.16 Million
0.5% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
7,211
shares
|
$1.16 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
7,198
shares
|
$1.15 Million
0.72% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Aug 14, 2025 Q2 2025 |
7,194
shares
|
$1.15 Million
0.78% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
7,190
shares
|
$1.15 Million
0.36% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
7,171
shares
|
$1.15 Million
0.91% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
7,170
shares
|
$1.15 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
7,151
shares
|
$1.15 Million
0.51% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7,147
shares
|
$1.15 Million
0.3% of portfolio
|
Q2 2022
Reduced 22.94%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
7,147
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Aug 05, 2025 Q2 2025 |
7,117
shares
|
$1.14 Million
0.55% of portfolio
|
Q2 2025
Reduced 4.17%
|