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 |
---|---|---|---|---|---|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
2,964
shares
|
$483,961
0.14% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
2,962
shares
|
$483,635
0.11% of portfolio
|
Q1 2025
Added 33.3%
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
2,960
shares
|
$483,308
0.11% of portfolio
|
Q4 2022
Reduced 2.37%
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,958
shares
|
$482,982
0.02% of portfolio
|
Q1 2025
Reduced 49.41%
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
2,949
shares
|
$481,512
0.06% of portfolio
|
Q1 2025
Added 13.12%
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
2,947
shares
|
$481,186
0.28% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
2,940
shares
|
$480,043
0.15% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
2,937
shares
|
$479,553
0.41% of portfolio
|
Q1 2025
Added 3.52%
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
2,936
shares
|
$479,390
0.21% of portfolio
|
Q1 2025
Added 5.76%
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
2,934
shares
|
$479,063
0.52% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
2,926
shares
|
$477,757
0.46% of portfolio
|
Q1 2025
New holding
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
2,921
shares
|
$476,940
0.24% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
2,920
shares
|
$476,777
0.14% of portfolio
|
Q2 2024
Added 100.0%
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
May 15, 2025 Q1 2025 |
2,914
shares
|
$475,797
0.21% of portfolio
|
Q1 2025
Added 0.66%
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
2,900
shares
|
$473,512
0.29% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
2,893
shares
|
$472,369
0.06% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
2,891
shares
|
$472,042
0.29% of portfolio
|
Q1 2025
Added 15.78%
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
2,891
shares
|
$472,042
0.34% of portfolio
|
Q1 2025
Added 10.6%
|
|
Strong Box Wealth, LLC
|
May 13, 2025 Q1 2025 |
2,886
shares
|
$471,226
0.22% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
2,884
shares
|
$470,899
0.13% of portfolio
|
Q3 2024
New holding
|
|
West Hill Financial Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
2,881
shares
|
$470,409
0.11% of portfolio
|
Q1 2025
Reduced 11.95%
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,881
shares
|
$470,409
0.26% of portfolio
|
Q4 2024
Added 16.12%
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
2,879
shares
|
$470,083
0.52% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
2,878
shares
|
$469,919
0.3% of portfolio
|
Q1 2025
Added 17.71%
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
2,876
shares
|
$469,593
0.05% of portfolio
|
Q1 2025
Reduced 7.97%
|