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 4,454 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 $255 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
41,169
shares
|
$6.69 Million
1.3% of portfolio
|
Q1 2025
Added 42.8%
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
41,145
shares
|
$6.68 Million
2.05% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
41,127
shares
|
$6.68 Million
1.24% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
41,079
shares
|
$6.67 Million
1.4% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
41,023
shares
|
$6.66 Million
1.0% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
40,997
shares
|
$6.66 Million
6.39% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
40,978
shares
|
$6.66 Million
0.38% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
40,963
shares
|
$6.65 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Bath Savings Trust CO
|
Apr 07, 2025 Q1 2025 |
40,938
shares
|
$6.65 Million
0.74% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
40,934
shares
|
$6.65 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
40,908
shares
|
$6.64 Million
1.91% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
40,868
shares
|
$6.64 Million
1.51% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
40,750
shares
|
$6.62 Million
6.19% of portfolio
|
Q1 2025
Added 25.52%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
40,587
shares
|
$6.59 Million
0.36% of portfolio
|
Q3 2022
Added 638.21%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
40,542
shares
|
$6.58 Million
0.72% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Delaney Dennis R
Boston, MA |
May 06, 2025 Q1 2025 |
40,540
shares
|
$6.58 Million
3.84% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
40,383
shares
|
$6.56 Million
1.06% of portfolio
|
Q1 2023
Added 18.69%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
40,251
shares
|
$6.54 Million
0.01% of portfolio
|
Q1 2025
Added 63.47%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
40,213
shares
|
$6.53 Million
1.28% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
40,048
shares
|
$6.5 Million
0.61% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
40,031
shares
|
$6.5 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
39,993
shares
|
$6.5 Million
1.48% of portfolio
|
Q1 2025
Reduced 18.47%
|
|
|
Notis Mc Conarty Edward
|
May 06, 2025 Q1 2025 |
39,984
shares
|
$6.49 Million
3.58% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
39,968
shares
|
$6.49 Million
0.32% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
39,894
shares
|
$6.48 Million
1.32% of portfolio
|
Q3 2023
Added 13.54%
|