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 |
|---|---|---|---|---|---|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
3,689
shares
|
$591,457
0.04% of portfolio
|
Q1 2025
Reduced 12.91%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
3,688
shares
|
$591,297
0.09% of portfolio
|
Q2 2025
Reduced 85.4%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
3,688
shares
|
$591,297
0.21% of portfolio
|
Q2 2025
Added 11.25%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
3,688
shares
|
$591,297
0.14% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,685
shares
|
$590,816
0.0% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
3,681
shares
|
$590,174
0.28% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
3,680
shares
|
$590,014
0.45% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
3,662
shares
|
$587,128
0.21% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
3,656
shares
|
$586,166
0.22% of portfolio
|
Q2 2025
Added 18.55%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
3,656
shares
|
$586,166
0.08% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,647
shares
|
$584,723
0.06% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Adams Asset Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
3,641
shares
|
$583,761
0.1% of portfolio
|
Q1 2025
Reduced 14.33%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
3,641
shares
|
$583,761
0.21% of portfolio
|
Q2 2025
Added 24.01%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
3,635
shares
|
$582,799
0.13% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
3,634
shares
|
$582,639
0.22% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
3,627
shares
|
$581,516
0.3% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
3,625
shares
|
$581,196
0.17% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
3,619
shares
|
$580,234
0.15% of portfolio
|
Q4 2023
Added 5.97%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
3,613
shares
|
$579,272
0.49% of portfolio
|
Q4 2021
New holding
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
3,607
shares
|
$578,310
0.29% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,603
shares
|
$577,668
0.22% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
3,597
shares
|
$576,707
0.43% of portfolio
|
Q1 2024
Added 2.86%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Jul 17, 2025 Q2 2025 |
3,597
shares
|
$576,707
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
3,596
shares
|
$576,546
0.19% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
3,591
shares
|
$575,745
0.58% of portfolio
|
Q3 2024
Added 5.9%
|