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 |
|---|---|---|---|---|---|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
30,004
shares
|
$4.81 Million
0.72% of portfolio
|
Q3 2024
Added 13.03%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
29,955
shares
|
$4.8 Million
1.64% of portfolio
|
Q1 2023
Added 8.74%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
29,949
shares
|
$4.8 Million
1.29% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
29,946
shares
|
$4.8 Million
0.42% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
29,662
shares
|
$4.76 Million
0.37% of portfolio
|
Q2 2025
Added 132.17%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
29,613
shares
|
$4.75 Million
0.85% of portfolio
|
Q1 2023
Reduced 0.51%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Aug 12, 2025 Q2 2025 |
29,590
shares
|
$4.74 Million
0.84% of portfolio
|
Q1 2024
Added 0.9%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
29,585
shares
|
$4.74 Million
0.37% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
29,581
shares
|
$4.74 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
29,562
shares
|
$4.74 Million
0.45% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
29,529
shares
|
$4.73 Million
0.25% of portfolio
|
Q2 2025
Reduced 24.26%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
29,526
shares
|
$4.73 Million
0.33% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
29,474
shares
|
$4.73 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2025 Q2 2025 |
29,470
shares
|
$4.72 Million
0.04% of portfolio
|
Q1 2025
Reduced 87.01%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
29,453
shares
|
$4.72 Million
0.62% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Aug 12, 2025 Q2 2025 |
29,432
shares
|
$4.72 Million
2.66% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
29,405
shares
|
$4.71 Million
0.32% of portfolio
|
Q2 2025
Added 124.41%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
29,226
shares
|
$4.69 Million
1.75% of portfolio
|
Q2 2025
New holding
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
29,206
shares
|
$4.68 Million
2.32% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
29,201
shares
|
$4.68 Million
1.55% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Aug 08, 2025 Q2 2025 |
29,200
shares
|
$4.68 Million
0.06% of portfolio
|
Q2 2025
Reduced 55.71%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
29,181
shares
|
$4.68 Million
0.31% of portfolio
|
Q4 2023
Added 1.05%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
29,143
shares
|
$4.67 Million
2.15% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
29,009
shares
|
$4.65 Million
0.12% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
28,991
shares
|
$4.65 Million
2.47% of portfolio
|
Q2 2025
Added 0.17%
|