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 4,440 institutions that hold shares in the stock, with a total of 1.57 Billion shares, which have been reported (via 13F filing form) to have a value of $253 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
1,608
shares
|
$258,727
0.08% of portfolio
|
Q1 2025
Reduced 25.49%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,605
shares
|
$258,244
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,602
shares
|
$257,761
0.07% of portfolio
|
Q3 2023
Added 1.39%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
1,601
shares
|
$257,600
0.12% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
1,601
shares
|
$257,600
0.11% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
1,599
shares
|
$257,279
0.12% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
1,599
shares
|
$257,279
0.09% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
1,598
shares
|
$257,118
0.2% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,595
shares
|
$256,635
0.15% of portfolio
|
Q2 2023
Added 0.38%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Feb 13, 2025 Q4 2024 |
1,594
shares
|
$256,474
0.1% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Connolly Sarah T.
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,592
shares
|
$256,152
21.07% of portfolio
|
Q4 2023
Reduced 94.12%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,591
shares
|
$255,991
0.07% of portfolio
|
Q2 2023
Added 502.65%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
1,591
shares
|
$255,991
0.28% of portfolio
|
Q1 2025
Reduced 71.63%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
1,591
shares
|
$255,991
0.21% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Clarus Group, Inc.
|
Apr 24, 2025 Q1 2025 |
1,589
shares
|
$255,670
0.11% of portfolio
|
Q3 2024
Reduced 52.83%
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
1,578
shares
|
$253,900
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
1,576
shares
|
$253,578
0.15% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,567
shares
|
$252,130
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
1,562
shares
|
$251,325
0.29% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Wallington Asset Management, LLC
|
May 09, 2025 Q1 2025 |
1,561
shares
|
$251,164
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
1,561
shares
|
$251,164
0.08% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,557
shares
|
$250,521
0.2% of portfolio
|
Q3 2024
Reduced 30.18%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
1,555
shares
|
$250,199
0.06% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
1,555
shares
|
$250,199
0.15% of portfolio
|
Q1 2025
Reduced 22.75%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
1,554
shares
|
$250,038
0.2% of portfolio
|
Q1 2025
Reduced 4.43%
|