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 4,469 institutions that hold shares in the stock, with a total of 1.64 Billion shares, which have been reported (via 13F filing form) to have a value of $259 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crestmont Private Wealth LLC
|
Apr 10, 2025 Q1 2025 |
1,622
shares
|
$256,795
0.12% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
1,619
shares
|
$256,320
0.13% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
1,619
shares
|
$256,320
0.02% of portfolio
|
Q1 2025
Reduced 39.3%
|
|
|
Cap Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,618
shares
|
$256,161
0.03% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
May 19, 2025 Q1 2025 |
1,611
shares
|
$255,053
0.11% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Aaf Wealth Management, LLC
|
May 16, 2025 Q1 2025 |
1,610
shares
|
$254,895
0.15% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
1,608
shares
|
$254,578
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
1,608
shares
|
$254,578
0.13% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
1,608
shares
|
$254,578
0.08% of portfolio
|
Q2 2025
Added 23.03%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
1,608
shares
|
$254,578
0.08% of portfolio
|
Q1 2025
Reduced 25.49%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
1,604
shares
|
$253,945
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,602
shares
|
$253,628
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
|
$253,470
0.12% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
1,601
shares
|
$253,470
0.11% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
1,599
shares
|
$253,153
0.12% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
1,598
shares
|
$252,995
0.2% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,595
shares
|
$252,520
0.15% of portfolio
|
Q2 2023
Added 0.38%
|
|
|
Connolly Sarah T.
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,592
shares
|
$252,045
21.07% of portfolio
|
Q4 2023
Reduced 94.12%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,591
shares
|
$251,887
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
|
$251,887
0.28% of portfolio
|
Q1 2025
Reduced 71.63%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
1,591
shares
|
$251,887
0.21% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
1,589
shares
|
$251,570
0.1% of portfolio
|
Q3 2024
Reduced 52.83%
|
|
|
Mount Vernon Associates Inc
|
Jul 22, 2025 Q2 2025 |
1,578
shares
|
$249,828
0.19% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
1,578
shares
|
$249,828
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
1,576
shares
|
$249,512
0.15% of portfolio
|
Q4 2024
Added 14.87%
|