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 |
|---|---|---|---|---|---|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
1,888
shares
|
$306,044
0.11% of portfolio
|
Q3 2024
Added 39.13%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
1,887
shares
|
$305,882
0.01% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
1,886
shares
|
$305,720
0.09% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Elite Life Management LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
1,885
shares
|
$305,558
1.07% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
1,882
shares
|
$305,072
0.08% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 06, 2025 Q4 2024 |
1,880
shares
|
$304,748
0.06% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
1,877
shares
|
$304,261
0.2% of portfolio
|
Q3 2024
Added 19.02%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
1,876
shares
|
$304,099
0.18% of portfolio
|
Q3 2024
Reduced 37.92%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
1,870
shares
|
$303,127
0.12% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
1,868
shares
|
$302,802
0.08% of portfolio
|
Q1 2023
Reduced 1.48%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
1,862
shares
|
$301,830
0.07% of portfolio
|
Q4 2022
Added 10.71%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
1,853
shares
|
$300,371
0.07% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
1,850
shares
|
$299,885
0.09% of portfolio
|
Q3 2024
Reduced 16.93%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
1,842
shares
|
$298,588
0.04% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2025 Q4 2024 |
1,841
shares
|
$298,426
0.11% of portfolio
|
Q4 2024
Added 25.58%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
1,836
shares
|
$297,615
0.1% of portfolio
|
Q3 2024
Reduced 13.19%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
1,836
shares
|
$297,615
0.01% of portfolio
|
Q3 2024
Reduced 48.06%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,832
shares
|
$296,967
0.11% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,828
shares
|
$296,318
0.25% of portfolio
|
Q4 2021
New holding
|
|
|
Sippican Capital Advisors
|
Oct 28, 2024 Q3 2024 |
1,827
shares
|
$296,156
0.24% of portfolio
|
Q1 2024
Reduced 37.94%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
1,827
shares
|
$296,156
0.14% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Terra Nova Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
1,825
shares
|
$295,832
0.24% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
1,825
shares
|
$295,832
0.16% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
1,815
shares
|
$294,211
0.13% of portfolio
|
Q2 2024
Added 20.28%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
1,813
shares
|
$293,887
0.17% of portfolio
|
Q3 2024
Added 8.43%
|