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 |
---|---|---|---|---|---|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
1,841
shares
|
$295,167
0.09% of portfolio
|
Q4 2024
Added 25.58%
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
1,839
shares
|
$294,846
0.07% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,836
shares
|
$294,365
0.05% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
1,831
shares
|
$293,564
0.22% of portfolio
|
Q4 2024
Added 2.87%
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
1,831
shares
|
$293,564
0.08% of portfolio
|
Q2 2025
Added 14.51%
|
|
Seldon Capital LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,828
shares
|
$293,083
0.17% of portfolio
|
Q4 2021
New holding
|
|
Sippican Capital Advisors
|
Jul 25, 2025 Q2 2025 |
1,827
shares
|
$292,922
0.23% of portfolio
|
Q1 2024
Reduced 37.94%
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
1,827
shares
|
$292,922
0.26% of portfolio
|
Q1 2025
Added 0.05%
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
1,827
shares
|
$292,922
0.05% of portfolio
|
Q2 2025
Added 3.1%
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
1,827
shares
|
$292,922
0.15% of portfolio
|
Q1 2025
Added 0.55%
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 21, 2025 Q2 2025 |
1,825
shares
|
$292,602
0.13% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
1,824
shares
|
$292,441
0.28% of portfolio
|
Q2 2025
Reduced 18.61%
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
1,822
shares
|
$292,121
0.18% of portfolio
|
Q2 2025
Added 0.11%
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,821
shares
|
$291,960
0.09% of portfolio
|
Q2 2025
Added 1.79%
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,818
shares
|
$291,479
0.05% of portfolio
|
Q2 2025
Added 0.22%
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
1,817
shares
|
$291,319
0.1% of portfolio
|
Q2 2025
Added 5.21%
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,808
shares
|
$289,876
0.19% of portfolio
|
Q2 2024
Added 12.3%
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Aug 20, 2025 Q2 2025 |
1,807
shares
|
$289,716
0.16% of portfolio
|
Q2 2025
Added 2.5%
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,803
shares
|
$289,074
0.05% of portfolio
|
Q4 2024
Added 21.17%
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
1,803
shares
|
$289,074
0.09% of portfolio
|
Q2 2025
Added 5.19%
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
1,801
shares
|
$288,754
0.08% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
Nexus Investment Management Ulc
|
Jul 28, 2025 Q2 2025 |
1,800
shares
|
$288,594
0.04% of portfolio
|
Q4 2023
Reduced 5.26%
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
1,800
shares
|
$288,594
0.1% of portfolio
|
Q2 2023
Added 2.39%
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
1,800
shares
|
$288,594
0.17% of portfolio
|
Q2 2025
Reduced 18.14%
|
|
Credit Capital Investments LLC
Short Hills, NJ |
Aug 08, 2025 Q2 2025 |
1,800
shares
|
$288,594
0.4% of portfolio
|
Q2 2025
New holding
|