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 |
|---|---|---|---|---|---|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
461
shares
|
$72,985
0.08% of portfolio
|
Q3 2024
Added 54.18%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
455
shares
|
$72,035
0.03% of portfolio
|
Q1 2025
Added 193.55%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
437
shares
|
$69,185
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
436
shares
|
$69,027
0.07% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
432
shares
|
$68,394
0.05% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
419
shares
|
$66,336
0.03% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
413
shares
|
$65,386
0.0% of portfolio
|
Q1 2025
Reduced 81.03%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
407
shares
|
$64,436
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
406
shares
|
$64,277
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
403
shares
|
$63,802
0.0% of portfolio
|
Q1 2025
Added 117.84%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
401
shares
|
$63,486
0.03% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Park Circle CO
|
May 09, 2025 Q1 2025 |
400
shares
|
$63,328
0.06% of portfolio
|
Q2 2018
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
400
shares
|
$63,328
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
394
shares
|
$62,378
0.05% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
385
shares
|
$60,953
0.13% of portfolio
|
Q3 2023
Added 0.26%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
375
shares
|
$59,370
0.03% of portfolio
|
Q1 2025
Added 20.19%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
371
shares
|
$58,736
0.05% of portfolio
|
Q4 2021
Reduced 14.91%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
361
shares
|
$57,153
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
358
shares
|
$56,678
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
352
shares
|
$55,728
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
351
shares
|
$55,570
0.02% of portfolio
|
Q1 2025
Reduced 23.86%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
338
shares
|
$53,512
0.02% of portfolio
|
Q1 2025
Added 4125.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
330
shares
|
$52,245
0.02% of portfolio
|
Q4 2024
Added 46.67%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
326
shares
|
$51,612
0.02% of portfolio
|
Q1 2024
Added 57.49%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
325
shares
|
$51,454
0.05% of portfolio
|
Q1 2025
Added 20.37%
|