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 |
---|---|---|---|---|---|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
2,551
shares
|
$409,001
0.42% of portfolio
|
Q2 2023
Reduced 3.92%
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
2,551
shares
|
$409,001
0.11% of portfolio
|
Q2 2025
Added 0.67%
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
2,551
shares
|
$409,001
0.12% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
2,550
shares
|
$408,841
0.14% of portfolio
|
Q1 2025
New holding
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
2,545
shares
|
$408,039
0.12% of portfolio
|
Q2 2025
Added 52.58%
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
2,521
shares
|
$404,191
0.17% of portfolio
|
Q2 2025
Added 24.06%
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
2,520
shares
|
$404,031
0.17% of portfolio
|
Q2 2025
Added 9.57%
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
2,518
shares
|
$403,710
0.3% of portfolio
|
Q2 2024
Reduced 39.59%
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
2,514
shares
|
$403,069
0.15% of portfolio
|
Q2 2025
Added 0.44%
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
2,513
shares
|
$402,909
0.02% of portfolio
|
Q3 2019
Reduced 18.06%
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
2,509
shares
|
$402,267
0.17% of portfolio
|
Q4 2022
Reduced 1.3%
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
2,507
shares
|
$401,947
0.23% of portfolio
|
Q2 2025
Added 13.18%
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
2,504
shares
|
$401,466
0.1% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
Paradigm Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$400,825
0.02% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
2,500
shares
|
$400,825
0.14% of portfolio
|
Q1 2025
Added 21.65%
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 13, 2025 Q2 2025 |
2,500
shares
|
$400,825
0.13% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
West Tower Group, LLC
Richmond, VA |
Jul 29, 2025 Q2 2025 |
2,500
shares
|
$400,825
0.86% of portfolio
|
Q2 2025
New holding
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
2,497
shares
|
$400,344
0.15% of portfolio
|
Q3 2023
Reduced 32.0%
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
2,487
shares
|
$398,740
0.34% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
2,486
shares
|
$398,580
0.3% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
2,486
shares
|
$398,580
0.24% of portfolio
|
Q1 2025
Added 15.79%
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
2,484
shares
|
$398,259
0.98% of portfolio
|
Q4 2022
Added 7.3%
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
2,483
shares
|
$398,099
0.34% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
2,482
shares
|
$397,939
0.33% of portfolio
|
Q2 2025
Added 0.49%
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
2,480
shares
|
$397,618
0.01% of portfolio
|
Q2 2025
Added 67.0%
|