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 |
|---|---|---|---|---|---|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
9,691
shares
|
$1.55 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
9,691
shares
|
$1.55 Million
0.5% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
9,681
shares
|
$1.55 Million
1.53% of portfolio
|
Q4 2023
Reduced 22.32%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
9,680
shares
|
$1.55 Million
0.15% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
9,676
shares
|
$1.55 Million
0.17% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
9,663
shares
|
$1.55 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
9,650
shares
|
$1.55 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
9,647
shares
|
$1.55 Million
0.73% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
9,640
shares
|
$1.55 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
9,636
shares
|
$1.54 Million
0.73% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
9,632
shares
|
$1.54 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
9,603
shares
|
$1.54 Million
0.56% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
9,588
shares
|
$1.54 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
9,586
shares
|
$1.54 Million
0.28% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
9,550
shares
|
$1.53 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
9,540
shares
|
$1.53 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
9,539
shares
|
$1.53 Million
0.81% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
9,534
shares
|
$1.53 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
9,532
shares
|
$1.53 Million
0.46% of portfolio
|
Q2 2025
Reduced 69.5%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
9,522
shares
|
$1.53 Million
0.23% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
9,520
shares
|
$1.53 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
9,514
shares
|
$1.53 Million
1.01% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
9,512
shares
|
$1.53 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
9,468
shares
|
$1.52 Million
0.29% of portfolio
|
Q2 2025
Added 147.21%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
9,465
shares
|
$1.52 Million
0.13% of portfolio
|
Q1 2025
Added 0.4%
|