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 |
|---|---|---|---|---|---|
|
Williamson Legacy Group, LLC
Carmel, IN |
May 08, 2025 Q1 2025 |
3,473
shares
|
$567,071
0.56% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
3,472
shares
|
$566,908
0.32% of portfolio
|
Q1 2025
Added 683.75%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,471
shares
|
$566,744
0.29% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Brendel Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3,466
shares
|
$565,928
0.36% of portfolio
|
Q3 2024
Reduced 22.99%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
3,465
shares
|
$565,765
0.53% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
3,461
shares
|
$565,112
0.35% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
3,458
shares
|
$564,622
0.31% of portfolio
|
Q1 2025
Reduced 51.85%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
3,455
shares
|
$564,132
0.25% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
3,453
shares
|
$563,805
0.07% of portfolio
|
Q1 2025
Reduced 13.11%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
3,453
shares
|
$563,805
0.29% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
3,437
shares
|
$561,193
0.06% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,436
shares
|
$561,030
0.02% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
3,414
shares
|
$557,437
0.45% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
3,381
shares
|
$552,049
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Victrix Investment Advisors
Stuart, FL |
Apr 24, 2025 Q1 2025 |
3,379
shares
|
$551,723
0.3% of portfolio
|
Q1 2025
Added 48.2%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
3,373
shares
|
$550,743
0.74% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
3,373
shares
|
$550,743
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
3,369
shares
|
$550,090
0.24% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
3,367
shares
|
$549,763
0.18% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
3,364
shares
|
$549,273
0.21% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
3,363
shares
|
$549,110
0.13% of portfolio
|
Q4 2022
Reduced 30.79%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
3,358
shares
|
$548,294
0.44% of portfolio
|
Q1 2025
Added 10.57%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,350
shares
|
$546,988
0.36% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
3,343
shares
|
$545,845
0.23% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
3,343
shares
|
$545,845
0.14% of portfolio
|
Q1 2025
Reduced 9.89%
|