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 |
|---|---|---|---|---|---|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
1,608
shares
|
$257,810
0.08% of portfolio
|
Q2 2025
Added 23.03%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
1,604
shares
|
$257,169
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,603
shares
|
$257,008
0.08% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,602
shares
|
$256,848
0.07% of portfolio
|
Q3 2023
Added 1.39%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
1,601
shares
|
$256,688
0.1% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Brooktree Capital Management
|
Aug 06, 2025 Q2 2025 |
1,600
shares
|
$256,528
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Jul 28, 2025 Q2 2025 |
1,596
shares
|
$255,886
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,595
shares
|
$255,726
0.15% of portfolio
|
Q2 2023
Added 0.38%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
1,593
shares
|
$255,405
0.14% of portfolio
|
Q2 2025
Reduced 94.28%
|
|
|
Connolly Sarah T.
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,592
shares
|
$255,245
21.07% of portfolio
|
Q4 2023
Reduced 94.12%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,591
shares
|
$255,085
0.07% of portfolio
|
Q2 2023
Added 502.65%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
1,591
shares
|
$255,085
0.08% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
1,591
shares
|
$255,085
0.13% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
1,591
shares
|
$255,085
0.28% of portfolio
|
Q1 2025
Reduced 71.63%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
1,591
shares
|
$255,085
0.21% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Aug 11, 2025 Q2 2025 |
1,590
shares
|
$254,924
0.06% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
1,590
shares
|
$254,924
0.1% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
1,589
shares
|
$254,764
0.1% of portfolio
|
Q3 2024
Reduced 52.83%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
1,588
shares
|
$254,604
0.13% of portfolio
|
Q2 2025
Reduced 17.98%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
1,587
shares
|
$254,443
0.11% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
1,581
shares
|
$253,481
0.07% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
1,580
shares
|
$253,321
0.04% of portfolio
|
Q2 2025
Added 13.42%
|
|
|
Mount Vernon Associates Inc
|
Jul 22, 2025 Q2 2025 |
1,578
shares
|
$253,000
0.19% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Somerset Group LLC
Wayzata, MN |
Aug 11, 2025 Q2 2025 |
1,578
shares
|
$253,000
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Lighthouse Financial LLC
Largo, FL |
Aug 11, 2025 Q2 2025 |
1,573
shares
|
$252,199
0.19% of portfolio
|
Q2 2025
Reduced 5.98%
|