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 4,474 institutions that hold shares in the stock, with a total of 1.56 Billion shares, which have been reported (via 13F filing form) to have a value of $227 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
5,549
shares
|
$809,155
0.17% of portfolio
|
Q3 2025
Reduced 11.34%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
5,541
shares
|
$807,988
0.32% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
5,539
shares
|
$807,696
0.6% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
5,536
shares
|
$807,259
0.12% of portfolio
|
Q3 2025
Added 29.19%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
5,527
shares
|
$805,947
0.79% of portfolio
|
Q1 2024
Reduced 43.0%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
5,521
shares
|
$805,072
0.24% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
5,518
shares
|
$804,634
0.08% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
5,497
shares
|
$801,572
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,496
shares
|
$801,426
0.48% of portfolio
|
Q1 2024
Reduced 4.27%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
5,495
shares
|
$801,280
0.25% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
5,488
shares
|
$800,260
0.12% of portfolio
|
Q3 2025
Reduced 19.92%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
5,475
shares
|
$798,364
0.43% of portfolio
|
Q4 2023
Added 18.46%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Oct 15, 2025 Q3 2025 |
5,453
shares
|
$795,156
0.28% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
5,432
shares
|
$792,094
0.1% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Innova Wealth Partners
|
Dec 02, 2025 Q3 2025 |
5,414
shares
|
$789,469
0.5% of portfolio
|
Q3 2025
Added 24.09%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
5,411
shares
|
$789,032
0.2% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
5,400
shares
|
$787,428
0.13% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
5,398
shares
|
$787,136
0.11% of portfolio
|
Q3 2025
Added 22.24%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
5,394
shares
|
$786,553
1.13% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
5,379
shares
|
$784,365
0.66% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
5,374
shares
|
$783,636
0.12% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
5,367
shares
|
$782,615
0.09% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
5,362
shares
|
$781,886
0.08% of portfolio
|
Q3 2025
Reduced 8.29%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 13, 2025 Q3 2025 |
5,357
shares
|
$781,157
0.35% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Long Road Investment Counsel, LLC
|
Nov 14, 2025 Q3 2025 |
5,351
shares
|
$780,282
0.3% of portfolio
|
Q1 2023
Reduced 8.55%
|
|