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 4,440 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 $253 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
86,830
shares
|
$14 Million
5.68% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
86,648
shares
|
$13.9 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
86,619
shares
|
$13.9 Million
1.98% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
86,533
shares
|
$13.9 Million
0.14% of portfolio
|
Q1 2025
Added 78.6%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
86,334
shares
|
$13.9 Million
1.08% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
86,085
shares
|
$13.9 Million
0.47% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
85,571
shares
|
$13.8 Million
1.0% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
84,784
shares
|
$13.6 Million
1.2% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
84,754
shares
|
$13.6 Million
0.94% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
84,750
shares
|
$13.6 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Dupont Capital Management Corp
|
Apr 21, 2025 Q1 2025 |
84,520
shares
|
$13.6 Million
1.62% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
84,434
shares
|
$13.6 Million
5.28% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
83,967
shares
|
$13.5 Million
1.87% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
83,794
shares
|
$13.5 Million
2.52% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
83,553
shares
|
$13.4 Million
0.95% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
83,364
shares
|
$13.4 Million
1.46% of portfolio
|
Q1 2025
Added 14.51%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
82,460
shares
|
$13.3 Million
1.89% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
82,295
shares
|
$13.2 Million
8.21% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
82,242
shares
|
$13.2 Million
0.55% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
82,221
shares
|
$13.2 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
82,118
shares
|
$13.2 Million
1.09% of portfolio
|
Q3 2024
Reduced 21.89%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
82,087
shares
|
$13.2 Million
0.86% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Ccm Investment Advisers LLC
|
Apr 16, 2025 Q1 2025 |
81,995
shares
|
$13.2 Million
1.74% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
81,936
shares
|
$13.2 Million
2.69% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
81,753
shares
|
$13.2 Million
0.29% of portfolio
|
Q1 2025
Added 1.57%
|