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 |
|---|---|---|---|---|---|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
18,966
shares
|
$3.1 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
18,953
shares
|
$3.09 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
18,940
shares
|
$3.09 Million
0.15% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
18,877
shares
|
$3.08 Million
0.84% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
18,873
shares
|
$3.08 Million
1.91% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Dillon & Associates Inc
|
May 12, 2025 Q1 2025 |
18,848
shares
|
$3.08 Million
0.48% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
18,837
shares
|
$3.08 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
18,833
shares
|
$3.08 Million
0.3% of portfolio
|
Q1 2025
Added 25.42%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
18,779
shares
|
$3.07 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
18,711
shares
|
$3.06 Million
0.38% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
18,707
shares
|
$3.05 Million
0.7% of portfolio
|
Q1 2025
Reduced 9.87%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
18,678
shares
|
$3.05 Million
1.1% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
18,665
shares
|
$3.05 Million
0.18% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
18,665
shares
|
$3.05 Million
0.86% of portfolio
|
Q1 2025
Reduced 27.45%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
May 01, 2025 Q1 2025 |
18,658
shares
|
$3.05 Million
1.15% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
18,639
shares
|
$3.04 Million
0.48% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
18,622
shares
|
$3.04 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
18,577
shares
|
$3.03 Million
0.22% of portfolio
|
Q1 2025
Added 25.51%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
18,565
shares
|
$3.03 Million
1.11% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
18,556
shares
|
$3.03 Million
0.38% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
18,547
shares
|
$3.03 Million
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
May 08, 2025 Q1 2025 |
18,526
shares
|
$3.02 Million
2.32% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
18,477
shares
|
$3.02 Million
1.66% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
18,462
shares
|
$3.01 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
18,452
shares
|
$3.01 Million
0.09% of portfolio
|
Q1 2025
Added 0.57%
|