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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,461
shares
|
$231,305
0.06% of portfolio
|
Q3 2024
Reduced 12.57%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
1,460
shares
|
$231,147
0.09% of portfolio
|
Q4 2024
Added 92.11%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
1,460
shares
|
$231,147
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
1,459
shares
|
$230,988
0.09% of portfolio
|
Q2 2025
Reduced 10.44%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,455
shares
|
$230,355
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
1,455
shares
|
$230,355
0.05% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
1,451
shares
|
$229,722
0.04% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
1,448
shares
|
$229,247
0.03% of portfolio
|
Q1 2025
Added 21.68%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
1,448
shares
|
$229,247
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
1,443
shares
|
$228,455
0.22% of portfolio
|
Q1 2025
Added 20.96%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
1,441
shares
|
$228,139
0.17% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
1,441
shares
|
$228,139
0.17% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
1,438
shares
|
$227,664
0.08% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
1,433
shares
|
$226,872
0.05% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
1,432
shares
|
$226,714
0.32% of portfolio
|
Q1 2025
Reduced 17.32%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
1,432
shares
|
$226,714
0.03% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
1,431
shares
|
$226,555
0.08% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
1,429
shares
|
$226,239
0.11% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
1,429
shares
|
$226,239
0.14% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,428
shares
|
$226,080
0.11% of portfolio
|
Q2 2023
Added 2.0%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
1,426
shares
|
$225,764
0.14% of portfolio
|
Q2 2025
Added 12.37%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
1,423
shares
|
$225,289
0.03% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
1,421
shares
|
$224,972
0.11% of portfolio
|
Q4 2024
Reduced 31.72%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
1,420
shares
|
$224,814
0.09% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
1,419
shares
|
$224,656
0.18% of portfolio
|
Q1 2025
Reduced 17.88%
|