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 |
|---|---|---|---|---|---|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
4,662
shares
|
$761,211
0.36% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
4,659
shares
|
$760,721
0.22% of portfolio
|
Q1 2025
Reduced 74.14%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
4,657
shares
|
$760,394
0.31% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
4,656
shares
|
$760,231
0.1% of portfolio
|
Q1 2025
Added 121.08%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
4,655
shares
|
$760,068
0.22% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,651
shares
|
$759,415
0.17% of portfolio
|
Q1 2025
Reduced 34.84%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
4,649
shares
|
$759,088
0.67% of portfolio
|
Q3 2022
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,648
shares
|
$758,925
0.07% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
4,639
shares
|
$757,455
0.29% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
4,639
shares
|
$757,455
0.12% of portfolio
|
Q1 2025
Added 19.53%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
May 13, 2025 Q1 2025 |
4,639
shares
|
$757,455
0.54% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Apr 18, 2025 Q1 2025 |
4,630
shares
|
$755,986
0.34% of portfolio
|
Q1 2025
Reduced 37.27%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
4,623
shares
|
$754,843
0.22% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
4,622
shares
|
$754,680
0.22% of portfolio
|
Q1 2025
Reduced 17.83%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
4,615
shares
|
$753,537
0.19% of portfolio
|
Q1 2025
Reduced 45.31%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
4,615
shares
|
$753,537
0.16% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
4,600
shares
|
$751,088
0.25% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
4,599
shares
|
$750,924
0.5% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
4,598
shares
|
$750,761
0.16% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
4,598
shares
|
$750,761
0.11% of portfolio
|
Q1 2025
Reduced 30.77%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
4,584
shares
|
$748,475
0.77% of portfolio
|
Q3 2022
Reduced 2.63%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
4,582
shares
|
$748,148
0.15% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
4,579
shares
|
$747,659
0.36% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
4,577
shares
|
$747,332
0.5% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
4,561
shares
|
$744,720
0.58% of portfolio
|
Q1 2025
Reduced 24.31%
|