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 |
|---|---|---|---|---|---|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
38
shares
|
$6,092
0.0% of portfolio
|
Q2 2024
Reduced 28.3%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
35
shares
|
$5,611
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
33
shares
|
$5,290
0.0% of portfolio
|
Q2 2025
Added 17.86%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
30
shares
|
$4,809
0.0% of portfolio
|
Q1 2022
Added 3.45%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
30
shares
|
$4,809
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
28
shares
|
$4,489
0.0% of portfolio
|
Q2 2025
Reduced 93.22%
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
25
shares
|
$4,008
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
24
shares
|
$3,847
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
16
shares
|
$2,565
0.0% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
14
shares
|
$2,244
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
12
shares
|
$1,923
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
10
shares
|
$1,603
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplined Equity Management, Inc.
|
Jul 28, 2025 Q2 2025 |
6
shares
|
$961
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
5
shares
|
$801
0.0% of portfolio
|
Q1 2023
Reduced 70.59%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
4
shares
|
$641
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
4
shares
|
$641
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3
shares
|
$480
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lazard Freres Gestion S.A.S.
|
Jul 31, 2025 Q2 2025 |
0
shares
|
$0
0.19% of portfolio
|
Q2 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
0.06% of portfolio
|
Q2 2025
New holding
|