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 4,461 institutions that hold shares in the stock, with a total of 1.57 Billion shares, which have been reported (via 13F filing form) to have a value of $258 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
6,375
shares
|
$1.05 Million
0.61% of portfolio
|
Q1 2025
Reduced 13.16%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Apr 22, 2025 Q1 2025 |
6,374
shares
|
$1.05 Million
0.68% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
6,370
shares
|
$1.05 Million
1.11% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
6,369
shares
|
$1.05 Million
0.07% of portfolio
|
Q1 2025
Added 32.08%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
6,368
shares
|
$1.05 Million
1.62% of portfolio
|
Q3 2023
Reduced 20.95%
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
6,358
shares
|
$1.05 Million
1.02% of portfolio
|
Q1 2025
Added 20.23%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
6,356
shares
|
$1.05 Million
0.44% of portfolio
|
Q1 2025
Added 15.46%
|
|
|
Lincoln Capital LLC
|
May 13, 2025 Q1 2025 |
6,351
shares
|
$1.05 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
6,351
shares
|
$1.05 Million
1.28% of portfolio
|
Q1 2025
Reduced 43.19%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
6,344
shares
|
$1.05 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
6,321
shares
|
$1.04 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
6,318
shares
|
$1.04 Million
0.26% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
6,285
shares
|
$1.04 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,277
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
6,269
shares
|
$1.03 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
6,267
shares
|
$1.03 Million
0.54% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
6,265
shares
|
$1.03 Million
0.47% of portfolio
|
Q1 2025
Added 192.76%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
6,258
shares
|
$1.03 Million
0.39% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
6,252
shares
|
$1.03 Million
0.21% of portfolio
|
Q2 2024
Reduced 3.73%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
6,250
shares
|
$1.03 Million
0.91% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
6,243
shares
|
$1.03 Million
0.18% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
6,224
shares
|
$1.03 Million
0.49% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
6,213
shares
|
$1.02 Million
0.41% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
6,208
shares
|
$1.02 Million
0.46% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
6,206
shares
|
$1.02 Million
0.21% of portfolio
|
Q1 2025
Added 0.34%
|