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 4,462 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 $256 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
28,776
shares
|
$4.7 Million
1.94% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
28,764
shares
|
$4.7 Million
0.65% of portfolio
|
Q1 2025
Added 28.26%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
28,736
shares
|
$4.69 Million
0.78% of portfolio
|
Q1 2024
Added 120.33%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
28,729
shares
|
$4.69 Million
0.78% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
28,722
shares
|
$4.69 Million
0.33% of portfolio
|
Q4 2023
Reduced 18.24%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
28,682
shares
|
$4.68 Million
0.42% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
28,658
shares
|
$4.68 Million
2.54% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
28,636
shares
|
$4.68 Million
0.41% of portfolio
|
Q4 2024
Added 84.52%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
28,623
shares
|
$4.67 Million
0.13% of portfolio
|
Q1 2025
Added 65.25%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
28,582
shares
|
$4.67 Million
0.43% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
28,522
shares
|
$4.66 Million
0.34% of portfolio
|
Q3 2022
Reduced 4.13%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
28,514
shares
|
$4.66 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
28,480
shares
|
$4.65 Million
0.36% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
28,356
shares
|
$4.63 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
28,294
shares
|
$4.62 Million
2.87% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
28,277
shares
|
$4.62 Million
0.16% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
28,198
shares
|
$4.6 Million
0.73% of portfolio
|
Q2 2023
Added 13.89%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
28,168
shares
|
$4.6 Million
1.2% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
28,144
shares
|
$4.6 Million
2.68% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
28,128
shares
|
$4.59 Million
1.6% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
28,116
shares
|
$4.59 Million
0.22% of portfolio
|
Q3 2022
Reduced 0.23%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
28,100
shares
|
$4.59 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
28,026
shares
|
$4.58 Million
0.42% of portfolio
|
Q1 2025
Added 35.42%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
27,995
shares
|
$4.57 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
27,959
shares
|
$4.57 Million
2.0% of portfolio
|
Q1 2025
Reduced 10.51%
|