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 |
|---|---|---|---|---|---|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
6,623
shares
|
$1.06 Million
0.21% of portfolio
|
Q2 2025
Added 18.78%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
6,613
shares
|
$1.06 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
6,601
shares
|
$1.06 Million
0.32% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
6,597
shares
|
$1.06 Million
0.1% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Aug 05, 2025 Q2 2025 |
6,597
shares
|
$1.06 Million
1.23% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
6,589
shares
|
$1.06 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
6,586
shares
|
$1.06 Million
0.17% of portfolio
|
Q2 2025
Added 17.48%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
6,586
shares
|
$1.06 Million
0.24% of portfolio
|
Q2 2025
Reduced 52.8%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
6,581
shares
|
$1.06 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
6,577
shares
|
$1.05 Million
1.53% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
6,576
shares
|
$1.05 Million
0.09% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
6,566
shares
|
$1.05 Million
0.32% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Zevin Asset Management LLC
|
Aug 06, 2025 Q2 2025 |
6,549
shares
|
$1.05 Million
0.15% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
6,535
shares
|
$1.05 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
6,529
shares
|
$1.05 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
6,525
shares
|
$1.05 Million
0.35% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
6,519
shares
|
$1.05 Million
0.39% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
6,508
shares
|
$1.04 Million
0.43% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
6,503
shares
|
$1.04 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
6,486
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
6,482
shares
|
$1.04 Million
0.62% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,480
shares
|
$1.04 Million
0.81% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
6,471
shares
|
$1.04 Million
0.79% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jul 28, 2025 Q2 2025 |
6,471
shares
|
$1.04 Million
0.87% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Aug 27, 2025 Q2 2025 |
6,470
shares
|
$1.04 Million
0.64% of portfolio
|
Q2 2025
Added 0.45%
|