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 |
|---|---|---|---|---|---|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
4,470
shares
|
$729,861
0.12% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
4,469
shares
|
$729,698
0.1% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
4,468
shares
|
$729,535
0.4% of portfolio
|
Q1 2025
Reduced 36.25%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
4,459
shares
|
$728,065
0.13% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
4,450
shares
|
$726,596
0.14% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
4,448
shares
|
$726,269
0.07% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
4,445
shares
|
$725,779
0.13% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
4,442
shares
|
$725,289
0.2% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
First National Bank Sioux Falls
|
Apr 14, 2025 Q1 2025 |
4,436
shares
|
$724,310
0.31% of portfolio
|
Q4 2023
Reduced 1.11%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
4,430
shares
|
$723,330
0.44% of portfolio
|
Q2 2022
Reduced 8.28%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
4,430
shares
|
$723,330
0.2% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
4,427
shares
|
$722,840
0.05% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
4,407
shares
|
$719,574
0.15% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
4,401
shares
|
$718,595
0.07% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
4,394
shares
|
$717,452
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
4,391
shares
|
$716,962
0.08% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
4,390
shares
|
$716,799
0.17% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Emerald Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,385
shares
|
$715,982
0.1% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
4,377
shares
|
$714,676
0.04% of portfolio
|
Q1 2025
Added 31.44%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
4,363
shares
|
$712,390
0.28% of portfolio
|
Q1 2025
Reduced 29.08%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
4,361
shares
|
$712,064
0.51% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,359
shares
|
$711,737
0.0% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Vanguard Capital Wealth Advisors
|
Apr 11, 2025 Q1 2025 |
4,358
shares
|
$711,574
0.94% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
4,355
shares
|
$711,084
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
4,354
shares
|
$710,921
0.65% of portfolio
|
Q1 2025
Reduced 7.12%
|