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 |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
19,100
shares
|
$3.06 Million
0.34% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
19,087
shares
|
$3.06 Million
0.66% of portfolio
|
Q2 2025
Added 66.87%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
19,069
shares
|
$3.06 Million
1.84% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
18,996
shares
|
$3.05 Million
0.06% of portfolio
|
Q2 2025
Added 56.59%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
18,940
shares
|
$3.04 Million
0.15% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Auxier Asset Management
Aurora, OR |
Aug 15, 2025 Q2 2025 |
18,930
shares
|
$3.04 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Ccla Investment Management LTD
London, X0 |
Aug 01, 2025 Q2 2025 |
18,927
shares
|
$3.03 Million
0.0% of portfolio
|
Q2 2025
Added 16.73%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
18,923
shares
|
$3.03 Million
0.7% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
18,909
shares
|
$3.03 Million
1.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
18,801
shares
|
$3.01 Million
0.16% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
18,778
shares
|
$3.01 Million
0.2% of portfolio
|
Q2 2025
Added 12.67%
|
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
18,759
shares
|
$3.01 Million
0.81% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
18,694
shares
|
$3 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
18,660
shares
|
$2.99 Million
0.07% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
18,619
shares
|
$2.99 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
18,603
shares
|
$2.98 Million
0.32% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
18,596
shares
|
$2.98 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
18,547
shares
|
$2.97 Million
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
18,495
shares
|
$2.97 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
18,491
shares
|
$2.96 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
18,490
shares
|
$2.96 Million
0.66% of portfolio
|
Q2 2025
Reduced 17.23%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
18,471
shares
|
$2.96 Million
1.38% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
18,460
shares
|
$2.96 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
18,457
shares
|
$2.96 Million
0.71% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Aug 04, 2025 Q2 2025 |
18,432
shares
|
$2.96 Million
3.29% of portfolio
|
Q2 2025
Reduced 13.47%
|