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 4,462 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 $256 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
4,818
shares
|
$786,683
0.39% of portfolio
|
Q1 2022
Added 0.02%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
4,817
shares
|
$786,519
0.2% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Apr 16, 2025 Q1 2025 |
4,793
shares
|
$782,601
0.1% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
4,792
shares
|
$782,437
0.32% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
4,791
shares
|
$782,274
0.56% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
4,787
shares
|
$781,621
0.03% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
4,784
shares
|
$781,131
0.13% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,783
shares
|
$780,968
0.13% of portfolio
|
Q3 2023
Reduced 1.34%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
4,782
shares
|
$780,804
0.08% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
4,766
shares
|
$778,192
0.41% of portfolio
|
Q1 2023
Reduced 0.19%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
4,746
shares
|
$774,926
0.2% of portfolio
|
Q1 2025
Added 12.2%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
4,723
shares
|
$771,171
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Arthur M. Cohen & Associates, LLC
|
Apr 10, 2025 Q1 2025 |
4,720
shares
|
$770,681
0.16% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
4,713
shares
|
$769,538
0.58% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
4,708
shares
|
$768,722
0.22% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
4,704
shares
|
$768,069
0.2% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
4,703
shares
|
$767,905
0.38% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
4,701
shares
|
$767,579
0.49% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
4,699
shares
|
$767,252
0.35% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
4,684
shares
|
$764,803
0.67% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Profit Investment Management, LLC
|
Apr 08, 2025 Q1 2025 |
4,669
shares
|
$762,354
0.73% of portfolio
|
Q1 2025
Reduced 16.34%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,668
shares
|
$762,191
0.16% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
4,665
shares
|
$761,701
0.23% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
4,665
shares
|
$761,701
0.62% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
4,665
shares
|
$761,701
0.71% of portfolio
|
Q1 2025
Added 2.91%
|