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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
46,080
shares
|
$7.39 Million
1.73% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
46,072
shares
|
$7.39 Million
0.65% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
46,065
shares
|
$7.39 Million
5.56% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
45,966
shares
|
$7.37 Million
0.69% of portfolio
|
Q4 2022
Added 2.01%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
45,867
shares
|
$7.35 Million
1.45% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
45,723
shares
|
$7.33 Million
0.34% of portfolio
|
Q2 2025
Reduced 21.13%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
45,709
shares
|
$7.33 Million
0.33% of portfolio
|
Q1 2025
Reduced 16.65%
|
|
|
Monarch Capital Management Inc
|
Aug 20, 2025 Q2 2025 |
45,690
shares
|
$7.33 Million
1.98% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
45,559
shares
|
$7.3 Million
1.06% of portfolio
|
Q2 2025
Reduced 15.29%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
45,519
shares
|
$7.3 Million
0.88% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
45,154
shares
|
$7.24 Million
0.1% of portfolio
|
Q2 2025
Added 20.3%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
45,129
shares
|
$7.24 Million
0.1% of portfolio
|
Q2 2025
Added 15.57%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
44,976
shares
|
$7.21 Million
0.27% of portfolio
|
Q2 2025
Reduced 36.37%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
44,924
shares
|
$7.2 Million
0.72% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
44,913
shares
|
$7.2 Million
0.36% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Aug 14, 2025 Q2 2025 |
44,871
shares
|
$7.19 Million
0.41% of portfolio
|
Q1 2020
Reduced 1.75%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
44,862
shares
|
$7.19 Million
1.79% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
44,846
shares
|
$7.19 Million
1.1% of portfolio
|
Q4 2022
Reduced 1.87%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 12, 2025 Q2 2025 |
44,845
shares
|
$7.19 Million
1.71% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
44,574
shares
|
$7.15 Million
1.33% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
44,543
shares
|
$7.14 Million
3.29% of portfolio
|
Q4 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
44,424
shares
|
$7.12 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
44,394
shares
|
$7.12 Million
0.67% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
44,380
shares
|
$7.12 Million
0.31% of portfolio
|
Q2 2024
Added 259.35%
|
|
|
Harvey Investment CO LLC
|
Jul 23, 2025 Q2 2025 |
44,376
shares
|
$7.11 Million
0.78% of portfolio
|
Q2 2025
Reduced 3.39%
|