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 |
---|---|---|---|---|---|
Warm Springs Advisors Inc.
Larkspur, CA |
Aug 06, 2025 Q2 2025 |
1,741
shares
|
$279,134
0.24% of portfolio
|
Q4 2024
New holding
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,736
shares
|
$278,332
0.04% of portfolio
|
Q2 2025
Reduced 19.59%
|
|
R.M.Sincerbeaux Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
1,736
shares
|
$278,332
0.16% of portfolio
|
Q2 2020
New holding
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Aug 15, 2025 Q2 2025 |
1,733
shares
|
$277,851
0.24% of portfolio
|
Q1 2025
Added 0.17%
|
|
Aaf Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
1,731
shares
|
$277,531
0.13% of portfolio
|
Q2 2025
Added 7.52%
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
1,729
shares
|
$277,210
0.05% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
1,727
shares
|
$276,889
0.1% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
1,725
shares
|
$276,569
0.3% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
1,724
shares
|
$276,408
0.07% of portfolio
|
Q2 2025
New holding
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
1,722
shares
|
$276,088
0.19% of portfolio
|
Q2 2025
Added 4.81%
|
|
Rockbridge Capital Management LLC
Alexandria, VA |
Jul 28, 2025 Q2 2025 |
1,721
shares
|
$275,927
0.16% of portfolio
|
Q4 2024
New holding
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Aug 13, 2025 Q2 2025 |
1,718
shares
|
$275,446
0.11% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
1,717
shares
|
$275,286
0.05% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
First Dallas Securities Inc.
|
Aug 07, 2025 Q2 2025 |
1,715
shares
|
$274,965
0.11% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,715
shares
|
$274,965
0.04% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
1,715
shares
|
$274,965
0.21% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
1,714
shares
|
$274,805
0.23% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
1,710
shares
|
$274,164
0.16% of portfolio
|
Q2 2025
Added 38.57%
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
1,704
shares
|
$273,202
0.16% of portfolio
|
Q2 2025
Reduced 57.21%
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
1,703
shares
|
$273,041
0.09% of portfolio
|
Q2 2025
Added 1.01%
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
1,703
shares
|
$273,041
0.12% of portfolio
|
Q2 2025
Added 0.47%
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
1,702
shares
|
$272,881
0.07% of portfolio
|
Q2 2025
Added 31.53%
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
1,701
shares
|
$272,721
0.06% of portfolio
|
Q2 2025
Added 2.29%
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
1,700
shares
|
$272,561
0.22% of portfolio
|
Q4 2024
New holding
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
1,699
shares
|
$272,400
0.14% of portfolio
|
Q2 2025
Added 9.26%
|