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 4,079 institutions that hold shares in the stock, with a total of 1.54 Billion shares, which have been reported (via 13F filing form) to have a value of $248 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penn Davis Mcfarland Inc
|
Oct 18, 2024 Q3 2024 |
26,937
shares
|
$4.34 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
26,771
shares
|
$4.32 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
26,749
shares
|
$4.31 Million
0.26% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Hudson Capital Management LLC
|
Oct 09, 2024 Q3 2024 |
26,741
shares
|
$4.31 Million
1.53% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
26,693
shares
|
$4.31 Million
3.8% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Delta Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
26,650
shares
|
$4.3 Million
1.74% of portfolio
|
Q2 2024
Added 3.82%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
26,563
shares
|
$4.28 Million
0.55% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
26,485
shares
|
$4.27 Million
0.3% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
26,465
shares
|
$4.27 Million
0.99% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
26,451
shares
|
$4.27 Million
0.18% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
26,400
shares
|
$4.26 Million
1.16% of portfolio
|
Q4 2024
Added 51.72%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
26,349
shares
|
$4.25 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
26,296
shares
|
$4.24 Million
0.1% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
26,268
shares
|
$4.24 Million
0.58% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
26,237
shares
|
$4.23 Million
2.25% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
26,165
shares
|
$4.22 Million
0.41% of portfolio
|
Q3 2021
Reduced 1.95%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
26,159
shares
|
$4.22 Million
0.85% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
26,148
shares
|
$4.22 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
26,133
shares
|
$4.22 Million
0.18% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
26,109
shares
|
$4.21 Million
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Tikehau Investment Management
Paris, I0 |
Nov 14, 2024 Q3 2024 |
26,043
shares
|
$4.2 Million
4.14% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Brookmont Capital Management
Dallas, TX |
Oct 16, 2024 Q3 2024 |
26,035
shares
|
$4.2 Million
2.32% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
25,933
shares
|
$4.18 Million
1.23% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
25,926
shares
|
$4.18 Million
0.39% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
25,864
shares
|
$4.17 Million
1.61% of portfolio
|
Q3 2024
Added 0.43%
|