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 |
|---|---|---|---|---|---|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
3,342
shares
|
$545,681
0.09% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
3,324
shares
|
$542,742
0.12% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
3,322
shares
|
$542,416
0.07% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
3,321
shares
|
$542,252
0.17% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
3,320
shares
|
$542,089
0.17% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
3,315
shares
|
$541,273
0.22% of portfolio
|
Q1 2025
Added 10.35%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
3,311
shares
|
$540,620
0.21% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
3,302
shares
|
$539,150
0.16% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
3,302
shares
|
$539,150
0.23% of portfolio
|
Q1 2025
Added 19.81%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,300
shares
|
$538,824
0.11% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
3,295
shares
|
$538,007
0.2% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
3,293
shares
|
$537,681
0.28% of portfolio
|
Q1 2025
Added 15.87%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
3,291
shares
|
$537,354
0.56% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
3,286
shares
|
$536,538
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
3,278
shares
|
$535,231
0.05% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
3,275
shares
|
$534,742
0.08% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
May 14, 2025 Q1 2025 |
3,272
shares
|
$534,252
0.55% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
3,270
shares
|
$533,925
0.21% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
D. Scott Neal, Inc.
|
Apr 11, 2025 Q1 2025 |
3,269
shares
|
$533,762
0.31% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Guerra Advisors Inc
Miami, FL |
Apr 25, 2025 Q1 2025 |
3,268
shares
|
$533,599
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
3,264
shares
|
$532,945
0.08% of portfolio
|
Q1 2025
Added 14.33%
|
|
|
Lecap Asset Management LTD
London, X0 |
Apr 23, 2025 Q1 2025 |
3,262
shares
|
$532,619
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
3,261
shares
|
$532,456
0.22% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
3,256
shares
|
$531,639
0.09% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
May 13, 2025 Q1 2025 |
3,255
shares
|
$531,476
0.34% of portfolio
|
Q1 2025
Added 61.54%
|