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 |
|---|---|---|---|---|---|
|
Omnia Family Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
5,509
shares
|
$883,257
0.32% of portfolio
|
Q2 2025
Added 13.96%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
5,508
shares
|
$883,097
0.42% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,496
shares
|
$881,173
0.48% of portfolio
|
Q1 2024
Reduced 4.27%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
5,493
shares
|
$880,692
0.04% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,478
shares
|
$878,287
0.27% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
5,475
shares
|
$877,806
0.43% of portfolio
|
Q4 2023
Added 18.46%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
5,473
shares
|
$877,486
0.21% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
5,460
shares
|
$875,401
0.22% of portfolio
|
Q2 2025
Added 33.2%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
5,447
shares
|
$873,317
0.13% of portfolio
|
Q2 2025
Reduced 47.23%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
5,440
shares
|
$872,195
0.57% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
5,426
shares
|
$869,950
0.11% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
5,419
shares
|
$868,828
0.31% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
5,416
shares
|
$868,347
0.19% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
5,402
shares
|
$866,102
0.75% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Amica Retiree Medical Trust
|
Aug 07, 2025 Q2 2025 |
5,394
shares
|
$864,820
1.24% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
5,391
shares
|
$864,339
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
5,390
shares
|
$864,178
0.23% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
5,386
shares
|
$863,537
0.19% of portfolio
|
Q2 2025
Added 26.22%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
5,370
shares
|
$860,972
0.15% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
5,369
shares
|
$860,811
0.69% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
5,367
shares
|
$860,491
0.1% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Long Road Investment Counsel, LLC
|
Aug 11, 2025 Q2 2025 |
5,351
shares
|
$857,925
0.33% of portfolio
|
Q1 2023
Reduced 8.55%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jul 30, 2025 Q2 2025 |
5,339
shares
|
$856,001
0.35% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
5,317
shares
|
$852,474
0.38% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
5,307
shares
|
$850,871
1.02% of portfolio
|
Q2 2025
Reduced 1.3%
|