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 |
|---|---|---|---|---|---|
|
Crystal Rock Capital Management
|
Aug 05, 2025 Q2 2025 |
25,375
shares
|
$4.07 Million
2.46% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Aug 14, 2025 Q2 2025 |
25,351
shares
|
$4.06 Million
1.0% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
25,336
shares
|
$4.06 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
25,305
shares
|
$4.06 Million
2.01% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Dempze Nancy E
|
Jul 23, 2025 Q2 2025 |
25,301
shares
|
$4.06 Million
2.54% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
25,297
shares
|
$4.06 Million
0.45% of portfolio
|
Q2 2025
Added 24.75%
|
|
|
B&L Asset Management LLC
Boston, MA |
Aug 04, 2025 Q2 2025 |
25,286
shares
|
$4.05 Million
2.3% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
25,281
shares
|
$4.05 Million
0.35% of portfolio
|
Q2 2025
Reduced 15.11%
|
|
|
Boit C F David
Boston, MA |
Jul 30, 2025 Q2 2025 |
25,274
shares
|
$4.05 Million
1.96% of portfolio
|
Q4 2023
Added 6.77%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
25,270
shares
|
$4.05 Million
1.42% of portfolio
|
Q2 2022
Added 11.37%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
25,232
shares
|
$4.05 Million
0.37% of portfolio
|
Q4 2022
Added 21.84%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
25,171
shares
|
$4.04 Million
0.07% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
25,130
shares
|
$4.03 Million
0.98% of portfolio
|
Q1 2023
Reduced 6.87%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
25,126
shares
|
$4.03 Million
0.3% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
25,083
shares
|
$4.02 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
25,062
shares
|
$4.02 Million
0.86% of portfolio
|
Q3 2022
Added 0.83%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
25,056
shares
|
$4.02 Million
1.51% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
25,027
shares
|
$4.01 Million
1.19% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2025 Q2 2025 |
24,933
shares
|
$4 Million
2.18% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
24,910
shares
|
$3.99 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,892
shares
|
$3.99 Million
0.28% of portfolio
|
Q4 2023
Added 1.73%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
24,815
shares
|
$3.98 Million
2.73% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
24,794
shares
|
$3.98 Million
1.73% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
24,757
shares
|
$3.97 Million
0.31% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
24,719
shares
|
$3.96 Million
0.4% of portfolio
|
Q3 2024
Reduced 8.92%
|