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 4,081 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 $243 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
4,688
shares
|
$743,329
0.61% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
4,684
shares
|
$742,695
0.69% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,668
shares
|
$740,158
0.16% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4,665
shares
|
$739,682
0.22% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
4,661
shares
|
$739,048
0.48% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
4,660
shares
|
$738,889
0.24% of portfolio
|
Q2 2024
Reduced 18.59%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
4,654
shares
|
$737,938
0.07% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
4,649
shares
|
$737,145
0.67% of portfolio
|
Q3 2022
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,648
shares
|
$736,986
0.07% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
4,640
shares
|
$735,718
0.05% of portfolio
|
Q3 2024
Added 17.56%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
4,639
shares
|
$735,559
0.15% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
4,638
shares
|
$735,401
0.05% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
4,633
shares
|
$734,608
0.16% of portfolio
|
Q3 2024
Added 152.89%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
4,633
shares
|
$734,608
0.61% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Jacobsen Capital Management
|
Oct 25, 2024 Q3 2024 |
4,630
shares
|
$734,132
0.34% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
4,626
shares
|
$733,498
0.13% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Timber Creek Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
4,623
shares
|
$733,022
0.24% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
4,617
shares
|
$732,071
0.21% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 29, 2024 Q3 2024 |
4,586
shares
|
$727,156
0.26% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
4,584
shares
|
$726,839
0.77% of portfolio
|
Q3 2022
Reduced 2.63%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
4,579
shares
|
$726,046
0.36% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
4,579
shares
|
$726,046
0.09% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
4,577
shares
|
$725,729
0.5% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
4,573
shares
|
$725,094
0.17% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
4,571
shares
|
$724,777
0.23% of portfolio
|
Q3 2024
Added 2.26%
|