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 |
|---|---|---|---|---|---|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 06, 2026 Q4 2025 |
5,339
shares
|
$778,532
0.29% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
5,335
shares
|
$777,949
0.18% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Oct 28, 2025 Q3 2025 |
5,335
shares
|
$777,949
0.61% of portfolio
|
Q3 2025
Added 10.59%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
5,325
shares
|
$776,491
0.09% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
5,324
shares
|
$776,345
0.27% of portfolio
|
Q3 2025
Reduced 32.3%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
5,317
shares
|
$775,324
0.02% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
5,308
shares
|
$774,012
0.28% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
5,302
shares
|
$773,137
0.18% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
5,296
shares
|
$772,262
0.19% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
5,295
shares
|
$772,116
0.19% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 28, 2025 Q3 2025 |
5,288
shares
|
$771,096
0.2% of portfolio
|
Q3 2025
Reduced 50.41%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,287
shares
|
$770,950
0.34% of portfolio
|
Q3 2023
Added 26.21%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
5,284
shares
|
$770,512
1.51% of portfolio
|
Q4 2022
Added 2.05%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
5,281
shares
|
$770,075
0.67% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
5,276
shares
|
$769,346
0.12% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
5,272
shares
|
$768,763
0.03% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
5,270
shares
|
$768,471
0.23% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
5,268
shares
|
$768,179
0.33% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
5,263
shares
|
$767,450
0.19% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,255
shares
|
$766,284
0.11% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
5,253
shares
|
$765,992
0.6% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
5,240
shares
|
$764,096
0.16% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
|
Hodges Capital Management Inc.
|
Nov 07, 2025 Q3 2025 |
5,239
shares
|
$763,950
0.07% of portfolio
|
Q3 2025
Reduced 22.82%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,234
shares
|
$763,221
0.31% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
5,231
shares
|
$762,784
0.77% of portfolio
|
Q2 2023
Added 7.19%
|
|