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 |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
4,133
shares
|
$674,836
0.1% of portfolio
|
Q3 2022
Reduced 3.05%
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
4,133
shares
|
$674,836
0.57% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
4,131
shares
|
$674,509
0.15% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
4,127
shares
|
$673,856
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
4,117
shares
|
$672,223
0.09% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Boyd Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
4,112
shares
|
$671,407
0.35% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
4,104
shares
|
$670,101
0.64% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Apr 21, 2025 Q1 2025 |
4,099
shares
|
$669,284
0.21% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
4,091
shares
|
$667,978
0.76% of portfolio
|
Q1 2025
Reduced 26.13%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
4,088
shares
|
$667,488
0.63% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,078
shares
|
$665,855
0.35% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,074
shares
|
$665,202
0.6% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
4,070
shares
|
$664,549
0.41% of portfolio
|
Q1 2023
Reduced 7.84%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
4,070
shares
|
$664,549
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
4,064
shares
|
$663,569
0.1% of portfolio
|
Q1 2025
Reduced 34.04%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
4,058
shares
|
$662,590
0.3% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
4,053
shares
|
$661,773
0.48% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
4,049
shares
|
$661,120
0.12% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,046
shares
|
$660,630
0.4% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
4,046
shares
|
$660,630
0.29% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Apr 02, 2025 Q1 2025 |
4,045
shares
|
$660,467
0.5% of portfolio
|
Q2 2024
Reduced 5.49%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
4,036
shares
|
$658,998
0.09% of portfolio
|
Q1 2025
Added 18.67%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
4,031
shares
|
$658,181
0.24% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
4,018
shares
|
$656,059
0.14% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
4,017
shares
|
$655,895
0.14% of portfolio
|
Q3 2021
Added 0.62%
|