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 4,350 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 $268 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
228
shares
|
$38,812
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
228
shares
|
$38,812
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
207
shares
|
$35,237
0.03% of portfolio
|
Q4 2024
Added 95.28%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Feb 20, 2025 Q4 2024 |
204
shares
|
$34,726
6.95% of portfolio
|
Q4 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
200
shares
|
$34,046
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wyrmwood Management LLC
New York, NY |
Jan 02, 2024 Q4 2023 |
200
shares
|
$34,046
28.06% of portfolio
|
Q4 2023
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
200
shares
|
$34,046
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
198
shares
|
$33,705
0.04% of portfolio
|
Q4 2024
Reduced 57.14%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
196
shares
|
$33,365
0.01% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
196
shares
|
$33,365
0.01% of portfolio
|
Q3 2024
Added 36.11%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
195
shares
|
$33,194
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
194
shares
|
$33,024
0.01% of portfolio
|
Q4 2024
Added 321.74%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
187
shares
|
$31,833
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
185
shares
|
$31,492
0.0% of portfolio
|
Q4 2024
Reduced 89.07%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
163
shares
|
$27,747
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
163
shares
|
$27,747
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
155
shares
|
$26,385
0.01% of portfolio
|
Q4 2024
Added 47.62%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
155
shares
|
$26,385
0.0% of portfolio
|
Q4 2024
Added 933.33%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
150
shares
|
$25,534
0.01% of portfolio
|
N/A
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
144
shares
|
$24,513
0.0% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
136
shares
|
$23,151
0.01% of portfolio
|
Q1 2024
Reduced 67.39%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
135
shares
|
$22,981
0.03% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
132
shares
|
$22,470
0.02% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
132
shares
|
$22,470
0.02% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
125
shares
|
$21,278
0.01% of portfolio
|
Q1 2024
New holding
|