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 |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
3,413
shares
|
$547,206
0.16% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
3,409
shares
|
$546,564
0.08% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Aug 14, 2025 Q2 2025 |
3,409
shares
|
$546,564
0.01% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
3,403
shares
|
$545,602
0.28% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
3,402
shares
|
$545,442
0.77% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
3,401
shares
|
$545,282
0.18% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
3,399
shares
|
$544,961
0.14% of portfolio
|
Q2 2025
Reduced 64.28%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
3,388
shares
|
$543,198
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
3,388
shares
|
$543,198
0.58% of portfolio
|
Q2 2025
Added 38.91%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
3,386
shares
|
$542,877
0.06% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
3,381
shares
|
$542,075
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
3,377
shares
|
$541,434
0.25% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
3,374
shares
|
$540,953
0.21% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
3,373
shares
|
$540,793
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,371
shares
|
$540,472
0.32% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
3,370
shares
|
$540,312
0.43% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
3,366
shares
|
$539,670
0.21% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
3,363
shares
|
$539,189
0.12% of portfolio
|
Q4 2022
Reduced 30.79%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
3,362
shares
|
$539,029
0.09% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
3,356
shares
|
$538,067
0.24% of portfolio
|
Q2 2025
Added 17.71%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
3,348
shares
|
$536,784
0.17% of portfolio
|
Q2 2025
Reduced 19.21%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,348
shares
|
$536,784
0.05% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
3,342
shares
|
$535,822
0.1% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,340
shares
|
$535,502
0.13% of portfolio
|
Q2 2025
Added 685.88%
|
|
|
Mps Loria Financial Planners, LLC
|
Jul 29, 2025 Q2 2025 |
3,337
shares
|
$535,021
0.16% of portfolio
|
Q2 2025
Added 0.48%
|