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 4,081 institutions that hold shares in the stock, with a total of 1.53 Billion shares, which have been reported (via 13F filing form) to have a value of $243 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
3,486
shares
|
$552,740
0.18% of portfolio
|
Q3 2024
Reduced 23.13%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
3,484
shares
|
$552,423
0.17% of portfolio
|
Q1 2024
Reduced 1.41%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
3,481
shares
|
$551,947
0.24% of portfolio
|
Q3 2024
Reduced 13.84%
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
3,466
shares
|
$549,568
0.34% of portfolio
|
Q3 2024
Reduced 22.99%
|
|
|
Cmh Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
3,462
shares
|
$548,934
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,459
shares
|
$548,459
0.29% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
3,445
shares
|
$546,239
0.12% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
3,444
shares
|
$546,080
0.13% of portfolio
|
Q4 2024
Added 26.62%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
3,434
shares
|
$544,495
0.56% of portfolio
|
Q3 2024
Added 13.71%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
3,430
shares
|
$543,860
0.18% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,414
shares
|
$541,323
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
3,409
shares
|
$540,531
0.22% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
3,406
shares
|
$540,055
0.19% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,401
shares
|
$539,262
0.17% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
3,400
shares
|
$539,104
0.07% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
3,395
shares
|
$538,311
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
3,393
shares
|
$537,994
0.24% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
3,377
shares
|
$535,457
0.04% of portfolio
|
Q3 2024
Added 56.56%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
3,376
shares
|
$535,298
0.22% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
3,373
shares
|
$534,822
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
3,370
shares
|
$534,347
0.29% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
3,363
shares
|
$533,237
0.12% of portfolio
|
Q4 2022
Reduced 30.79%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
3,357
shares
|
$532,285
0.07% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
3,357
shares
|
$532,285
0.1% of portfolio
|
Q3 2024
Reduced 13.48%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
3,357
shares
|
$532,285
0.53% of portfolio
|
Q3 2024
New holding
|