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 |
|---|---|---|---|---|---|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,488
shares
|
$241,204
0.05% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
1,488
shares
|
$241,204
0.11% of portfolio
|
Q1 2024
Added 2.76%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
1,487
shares
|
$241,042
0.11% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
1,474
shares
|
$238,935
0.04% of portfolio
|
Q3 2024
Added 16.15%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
1,473
shares
|
$238,773
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
1,469
shares
|
$238,124
0.08% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Miller Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,468
shares
|
$237,962
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
1,466
shares
|
$237,638
0.08% of portfolio
|
Q3 2024
Reduced 99.49%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,464
shares
|
$237,314
0.15% of portfolio
|
Q3 2023
Reduced 0.14%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,461
shares
|
$236,828
0.06% of portfolio
|
Q3 2024
Reduced 12.57%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,456
shares
|
$236,017
0.02% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
1,453
shares
|
$235,531
0.07% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
1,450
shares
|
$235,045
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
1,444
shares
|
$234,072
0.03% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
1,437
shares
|
$232,937
0.14% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,436
shares
|
$232,775
0.05% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
1,435
shares
|
$232,613
0.07% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
1,433
shares
|
$232,289
0.05% of portfolio
|
Q3 2024
Reduced 59.22%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
1,433
shares
|
$232,289
0.06% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
1,431
shares
|
$231,965
0.08% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Mount Vernon Associates Inc
|
Oct 15, 2024 Q3 2024 |
1,428
shares
|
$231,478
0.2% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
1,428
shares
|
$231,478
0.12% of portfolio
|
Q2 2023
Added 2.0%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
1,426
shares
|
$231,154
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
1,418
shares
|
$229,857
0.06% of portfolio
|
Q3 2024
Reduced 17.27%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
1,417
shares
|
$229,695
0.08% of portfolio
|
Q3 2024
Added 6.94%
|