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 |
|---|---|---|---|---|---|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
2,641
shares
|
$423,431
0.05% of portfolio
|
Q2 2025
Reduced 15.52%
|
|
|
Weik Capital Management
Wyomissing, PA |
Aug 12, 2025 Q2 2025 |
2,640
shares
|
$423,271
0.17% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
2,636
shares
|
$422,629
0.3% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
2,632
shares
|
$421,988
0.11% of portfolio
|
Q2 2025
Added 104.98%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
2,621
shares
|
$420,224
0.19% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
2,618
shares
|
$419,743
0.27% of portfolio
|
Q2 2023
Reduced 27.56%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
2,618
shares
|
$419,743
0.17% of portfolio
|
Q2 2025
Reduced 46.02%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
2,618
shares
|
$419,743
0.01% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
2,615
shares
|
$419,262
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
2,607
shares
|
$417,980
0.12% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
2,604
shares
|
$417,499
0.04% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
2,602
shares
|
$417,178
0.13% of portfolio
|
Q2 2025
Added 54.51%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
2,600
shares
|
$416,858
0.02% of portfolio
|
Q2 2025
Reduced 54.58%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
2,599
shares
|
$416,697
0.04% of portfolio
|
Q4 2024
Added 69.1%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
2,596
shares
|
$416,216
0.07% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
2,592
shares
|
$415,575
0.02% of portfolio
|
Q2 2025
Reduced 89.38%
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Sep 19, 2025 Q2 2025 |
2,591
shares
|
$415,415
0.26% of portfolio
|
Q2 2025
Reduced 13.58%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
2,590
shares
|
$415,254
0.16% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jul 28, 2025 Q2 2025 |
2,588
shares
|
$414,934
0.31% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 25, 2025 Q2 2025 |
2,587
shares
|
$414,773
0.3% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
2,585
shares
|
$414,453
0.54% of portfolio
|
Q3 2022
Added 0.08%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
2,565
shares
|
$411,246
0.25% of portfolio
|
Q2 2025
Added 13.8%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
2,563
shares
|
$410,925
0.08% of portfolio
|
Q1 2025
Reduced 27.86%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jul 29, 2025 Q2 2025 |
2,555
shares
|
$409,643
0.11% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
2,553
shares
|
$409,322
0.2% of portfolio
|
Q2 2025
Added 0.2%
|