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 4,080 institutions that hold shares in the stock, with a total of 1.53 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 |
|---|---|---|---|---|---|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
15,071
shares
|
$2.44 Million
0.48% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jan 02, 2025 Q4 2024 |
15,045
shares
|
$2.44 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
15,016
shares
|
$2.43 Million
0.15% of portfolio
|
Q3 2024
Added 14.78%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
15,004
shares
|
$2.43 Million
0.01% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
15,000
shares
|
$2.43 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
14,965
shares
|
$2.43 Million
0.13% of portfolio
|
Q3 2024
Reduced 16.27%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
14,953
shares
|
$2.42 Million
0.27% of portfolio
|
Q4 2022
Reduced 12.31%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
14,935
shares
|
$2.42 Million
1.67% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
14,933
shares
|
$2.42 Million
1.28% of portfolio
|
Q2 2024
Reduced 1.74%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
14,905
shares
|
$2.42 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
14,857
shares
|
$2.41 Million
0.95% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
14,852
shares
|
$2.41 Million
1.17% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
14,840
shares
|
$2.41 Million
1.4% of portfolio
|
Q2 2022
Added 0.51%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
14,836
shares
|
$2.4 Million
1.33% of portfolio
|
Q4 2022
Added 0.18%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
14,812
shares
|
$2.4 Million
0.38% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
14,807
shares
|
$2.4 Million
0.17% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
14,801
shares
|
$2.4 Million
0.17% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
14,788
shares
|
$2.4 Million
0.71% of portfolio
|
Q3 2024
Added 390.81%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
14,776
shares
|
$2.4 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
14,750
shares
|
$2.39 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
14,735
shares
|
$2.39 Million
1.07% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
14,723
shares
|
$2.39 Million
0.42% of portfolio
|
Q3 2024
Added 35.43%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
14,697
shares
|
$2.38 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
14,696
shares
|
$2.38 Million
0.56% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
14,690
shares
|
$2.38 Million
3.7% of portfolio
|
Q3 2024
Reduced 19.59%
|