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 |
---|---|---|---|---|---|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
8,445
shares
|
$1.37 Million
0.69% of portfolio
|
Q2 2024
Reduced 8.66%
|
|
Violich Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
8,437
shares
|
$1.37 Million
0.19% of portfolio
|
Q1 2024
Added 0.7%
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
8,434
shares
|
$1.37 Million
0.82% of portfolio
|
Q3 2024
Added 23.07%
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
8,428
shares
|
$1.37 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
8,426
shares
|
$1.37 Million
0.05% of portfolio
|
Q4 2024
Added 1.78%
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
8,425
shares
|
$1.37 Million
0.26% of portfolio
|
Q3 2024
Added 17.37%
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
8,414
shares
|
$1.36 Million
1.15% of portfolio
|
Q3 2022
Reduced 87.29%
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
8,392
shares
|
$1.36 Million
0.12% of portfolio
|
Q3 2024
Added 0.49%
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
8,390
shares
|
$1.36 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
8,388
shares
|
$1.36 Million
0.97% of portfolio
|
Q3 2024
Added 0.1%
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
8,383
shares
|
$1.36 Million
0.1% of portfolio
|
Q3 2024
Added 2.19%
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
8,372
shares
|
$1.36 Million
0.31% of portfolio
|
Q3 2024
Added 0.42%
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
8,366
shares
|
$1.36 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
8,353
shares
|
$1.35 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
8,341
shares
|
$1.35 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
8,334
shares
|
$1.35 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,331
shares
|
$1.35 Million
0.17% of portfolio
|
Q3 2024
Added 2.28%
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
8,331
shares
|
$1.35 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
8,327
shares
|
$1.35 Million
0.1% of portfolio
|
Q3 2024
Added 0.99%
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
8,314
shares
|
$1.35 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
8,302
shares
|
$1.35 Million
0.47% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
8,297
shares
|
$1.34 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8,289
shares
|
$1.34 Million
0.56% of portfolio
|
Q4 2024
Added 0.39%
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
8,285
shares
|
$1.34 Million
0.59% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
8,268
shares
|
$1.34 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.24%
|