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 |
---|---|---|---|---|---|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
4,826
shares
|
$773,752
0.46% of portfolio
|
Q2 2025
Added 0.73%
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jul 29, 2025 Q2 2025 |
4,824
shares
|
$773,431
0.61% of portfolio
|
Q2 2025
New holding
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
4,822
shares
|
$773,111
0.29% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
4,820
shares
|
$772,790
0.44% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
4,818
shares
|
$772,469
0.39% of portfolio
|
Q1 2022
Added 0.02%
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
4,803
shares
|
$770,064
0.19% of portfolio
|
Q2 2025
Added 3.18%
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
4,802
shares
|
$769,904
0.2% of portfolio
|
Q2 2025
Added 3.89%
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,788
shares
|
$767,660
0.07% of portfolio
|
Q2 2025
Added 0.13%
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
4,784
shares
|
$767,018
0.2% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
4,784
shares
|
$767,018
0.13% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,783
shares
|
$766,858
0.13% of portfolio
|
Q3 2023
Reduced 1.34%
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Aug 12, 2025 Q2 2025 |
4,773
shares
|
$765,255
0.5% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
4,766
shares
|
$764,132
0.41% of portfolio
|
Q1 2023
Reduced 0.19%
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
4,752
shares
|
$761,888
0.22% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
4,745
shares
|
$760,765
0.36% of portfolio
|
Q2 2025
Added 3.6%
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
4,731
shares
|
$758,521
0.16% of portfolio
|
Q2 2025
Added 0.57%
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
4,729
shares
|
$758,200
0.6% of portfolio
|
Q2 2025
Added 0.96%
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
4,720
shares
|
$756,757
0.14% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
4,716
shares
|
$756,116
0.34% of portfolio
|
Q2 2025
Added 0.28%
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
4,715
shares
|
$755,955
0.3% of portfolio
|
Q2 2025
Added 34.79%
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
4,707
shares
|
$754,673
0.37% of portfolio
|
Q2 2025
Reduced 24.92%
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
4,703
shares
|
$754,031
0.18% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,668
shares
|
$748,420
0.16% of portfolio
|
Q4 2024
Added 3.41%
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,665
shares
|
$747,939
0.18% of portfolio
|
Q2 2024
Added 0.02%
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
4,665
shares
|
$747,939
0.62% of portfolio
|
Q4 2024
Added 0.69%
|