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 4,430 institutions that hold shares in the stock, with a total of 1.58 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 |
---|---|---|---|---|---|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
885
shares
|
$142,396
0.2% of portfolio
|
Q1 2025
Added 271.85%
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
880
shares
|
$141,592
0.09% of portfolio
|
Q4 2024
New holding
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
872
shares
|
$140,304
0.05% of portfolio
|
Q1 2025
New holding
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
870
shares
|
$139,983
0.05% of portfolio
|
Q1 2025
Added 0.58%
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
867
shares
|
$139,500
0.05% of portfolio
|
Q1 2025
Reduced 28.58%
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
867
shares
|
$139,500
0.08% of portfolio
|
Q4 2024
Reduced 68.97%
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
857
shares
|
$137,891
0.03% of portfolio
|
Q4 2024
New holding
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
857
shares
|
$137,891
0.07% of portfolio
|
Q1 2025
Added 21.39%
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
854
shares
|
$137,408
0.1% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
850
shares
|
$136,765
0.06% of portfolio
|
Q3 2023
Added 6.25%
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
849
shares
|
$136,604
0.05% of portfolio
|
Q4 2024
Added 0.12%
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
847
shares
|
$136,282
0.11% of portfolio
|
Q4 2024
New holding
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
837
shares
|
$134,673
0.05% of portfolio
|
Q4 2024
Reduced 49.88%
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
834
shares
|
$134,190
0.04% of portfolio
|
Q4 2024
Added 89.55%
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
825
shares
|
$132,742
0.11% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
820
shares
|
$131,938
0.19% of portfolio
|
Q3 2023
Reduced 12.77%
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
808
shares
|
$130,007
0.09% of portfolio
|
Q3 2023
Added 0.37%
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
793
shares
|
$127,593
0.08% of portfolio
|
Q4 2024
New holding
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
789
shares
|
$126,950
0.53% of portfolio
|
Q3 2024
New holding
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
785
shares
|
$126,306
0.11% of portfolio
|
Q1 2025
Reduced 32.96%
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
783
shares
|
$125,984
0.12% of portfolio
|
Q4 2024
Reduced 32.56%
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
779
shares
|
$125,341
0.01% of portfolio
|
Q1 2025
Added 402.58%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
757
shares
|
$121,801
0.02% of portfolio
|
Q1 2025
Added 25.54%
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
753
shares
|
$121,157
0.07% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
748
shares
|
$120,353
0.03% of portfolio
|
Q4 2024
Reduced 5.67%
|