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 |
|---|---|---|---|---|---|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
6,320
shares
|
$1.01 Million
0.49% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
6,308
shares
|
$1.01 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
6,302
shares
|
$1.01 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
6,302
shares
|
$1.01 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
6,301
shares
|
$1.01 Million
0.55% of portfolio
|
Q2 2025
Reduced 14.39%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
6,284
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 395.58%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,282
shares
|
$1.01 Million
0.19% of portfolio
|
Q2 2025
Added 12.52%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
6,271
shares
|
$1.01 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
6,269
shares
|
$1.01 Million
0.17% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Altus Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,262
shares
|
$1 Million
0.48% of portfolio
|
Q2 2025
Reduced 89.25%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
6,261
shares
|
$1 Million
0.45% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
6,258
shares
|
$1 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 Million
0.21% of portfolio
|
Q2 2024
Reduced 3.73%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
6,251
shares
|
$1 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Magnolia Capital Management LTD
|
Jul 23, 2025 Q2 2025 |
6,250
shares
|
$1 Million
0.8% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
6,240
shares
|
$1 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Rnc Capital Management LLC
|
Jul 30, 2025 Q2 2025 |
6,233
shares
|
$999,336
0.05% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
6,232
shares
|
$999,176
0.36% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
6,226
shares
|
$998,214
0.43% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
6,223
shares
|
$997,733
0.12% of portfolio
|
Q2 2025
Added 15.71%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
6,213
shares
|
$996,130
0.85% of portfolio
|
Q2 2025
Reduced 15.88%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
6,209
shares
|
$995,488
0.42% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
6,209
shares
|
$995,488
0.01% of portfolio
|
Q2 2025
Added 275.85%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
6,208
shares
|
$995,328
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
6,203
shares
|
$994,526
0.45% of portfolio
|
Q2 2025
Reduced 10.61%
|