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 4,464 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 $260 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
9,661
shares
|
$1.6 Million
0.18% of portfolio
|
Q1 2025
Reduced 12.7%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
9,656
shares
|
$1.6 Million
0.29% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
9,654
shares
|
$1.6 Million
0.68% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
9,654
shares
|
$1.6 Million
0.26% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
9,647
shares
|
$1.6 Million
0.82% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
9,624
shares
|
$1.59 Million
1.03% of portfolio
|
Q1 2025
Reduced 25.3%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
9,618
shares
|
$1.59 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
May 06, 2025 Q1 2025 |
9,600
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 63.23%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
May 14, 2025 Q1 2025 |
9,599
shares
|
$1.59 Million
0.64% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
9,568
shares
|
$1.58 Million
0.33% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
9,563
shares
|
$1.58 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
May 13, 2025 Q1 2025 |
9,562
shares
|
$1.58 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
9,548
shares
|
$1.58 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
9,544
shares
|
$1.58 Million
0.73% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
9,541
shares
|
$1.58 Million
0.18% of portfolio
|
Q1 2025
Added 106.25%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
9,535
shares
|
$1.58 Million
0.86% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
9,533
shares
|
$1.58 Million
0.71% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
9,530
shares
|
$1.58 Million
0.39% of portfolio
|
Q1 2025
Reduced 47.35%
|
|
|
Campion Asset Management
|
May 12, 2025 Q1 2025 |
9,528
shares
|
$1.58 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
9,522
shares
|
$1.58 Million
0.23% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
9,515
shares
|
$1.58 Million
0.26% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
9,501
shares
|
$1.57 Million
0.2% of portfolio
|
Q1 2025
Added 150.95%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
9,489
shares
|
$1.57 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
9,480
shares
|
$1.57 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
9,465
shares
|
$1.57 Million
0.13% of portfolio
|
Q1 2025
Added 0.4%
|