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 4,080 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 $248 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
2,597
shares
|
$420,973
0.16% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
2,585
shares
|
$419,028
0.54% of portfolio
|
Q3 2022
Added 0.08%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
2,580
shares
|
$418,218
0.01% of portfolio
|
Q3 2024
Added 20.9%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
2,579
shares
|
$418,055
0.06% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
2,577
shares
|
$417,731
0.2% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
2,576
shares
|
$417,569
0.05% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
2,565
shares
|
$415,786
0.17% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
2,561
shares
|
$415,138
0.13% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
2,560
shares
|
$414,976
0.02% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
2,560
shares
|
$414,976
0.24% of portfolio
|
Q2 2024
Added 22.72%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
2,551
shares
|
$413,517
0.42% of portfolio
|
Q2 2023
Reduced 3.92%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
2,551
shares
|
$413,517
0.1% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
2,551
shares
|
$413,517
0.17% of portfolio
|
Q3 2024
Reduced 15.92%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
2,546
shares
|
$412,706
0.23% of portfolio
|
Q3 2024
Reduced 18.84%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
2,540
shares
|
$411,734
0.06% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Nov 12, 2024 Q3 2024 |
2,540
shares
|
$411,734
0.1% of portfolio
|
Q1 2023
Reduced 6.89%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
2,536
shares
|
$411,085
0.1% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
2,528
shares
|
$409,788
0.09% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,526
shares
|
$409,464
0.11% of portfolio
|
Q3 2024
Reduced 33.16%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
2,522
shares
|
$408,816
0.08% of portfolio
|
Q3 2023
Added 1.37%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Oct 24, 2024 Q3 2024 |
2,522
shares
|
$408,816
0.14% of portfolio
|
Q2 2024
Reduced 21.38%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
2,520
shares
|
$408,492
0.11% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
2,518
shares
|
$408,167
0.32% of portfolio
|
Q2 2024
Reduced 39.59%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
2,516
shares
|
$407,843
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
2,513
shares
|
$407,357
0.02% of portfolio
|
Q3 2019
Reduced 18.06%
|