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 |
|---|---|---|---|---|---|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
25,471
shares
|
$4.16 Million
0.88% of portfolio
|
Q4 2021
Added 0.14%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
25,420
shares
|
$4.15 Million
0.77% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Crystal Rock Capital Management
|
May 06, 2025 Q1 2025 |
25,375
shares
|
$4.14 Million
3.01% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
25,281
shares
|
$4.13 Million
0.54% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Boit C F David
Boston, MA |
Apr 08, 2025 Q1 2025 |
25,274
shares
|
$4.13 Million
2.2% of portfolio
|
Q4 2023
Added 6.77%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
25,270
shares
|
$4.13 Million
1.42% of portfolio
|
Q2 2022
Added 11.37%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
25,259
shares
|
$4.12 Million
0.75% of portfolio
|
Q1 2025
Added 273.6%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
25,232
shares
|
$4.12 Million
0.37% of portfolio
|
Q4 2022
Added 21.84%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
25,154
shares
|
$4.11 Million
0.54% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
25,149
shares
|
$4.11 Million
1.37% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
May 07, 2025 Q1 2025 |
25,138
shares
|
$4.1 Million
1.36% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
25,130
shares
|
$4.1 Million
0.98% of portfolio
|
Q1 2023
Reduced 6.87%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
25,094
shares
|
$4.1 Million
1.69% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
25,093
shares
|
$4.1 Million
0.28% of portfolio
|
Q4 2024
Added 24.3%
|
|
|
Dempze Nancy E
|
May 06, 2025 Q1 2025 |
25,083
shares
|
$4.1 Million
2.83% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
25,062
shares
|
$4.09 Million
0.86% of portfolio
|
Q3 2022
Added 0.83%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
25,042
shares
|
$4.09 Million
0.97% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
25,037
shares
|
$4.09 Million
1.63% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
25,032
shares
|
$4.09 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
25,027
shares
|
$4.09 Million
1.19% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Apr 28, 2025 Q1 2025 |
25,004
shares
|
$4.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
24,991
shares
|
$4.08 Million
0.96% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
24,940
shares
|
$4.07 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,892
shares
|
$4.06 Million
0.28% of portfolio
|
Q4 2023
Added 1.73%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
24,867
shares
|
$4.06 Million
3.15% of portfolio
|
Q1 2025
Reduced 0.45%
|