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 |
|---|---|---|---|---|---|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
4,258
shares
|
$675,148
0.16% of portfolio
|
Q2 2024
Added 12.53%
|
|
|
Adams Asset Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,250
shares
|
$673,880
0.11% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
4,248
shares
|
$673,562
0.17% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
4,243
shares
|
$672,770
0.06% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,226
shares
|
$670,074
0.48% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
4,226
shares
|
$670,074
0.32% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
4,225
shares
|
$669,916
0.57% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2024 Q3 2024 |
4,224
shares
|
$669,757
0.19% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
4,218
shares
|
$668,806
0.44% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
4,213
shares
|
$668,013
0.26% of portfolio
|
Q3 2024
Added 11.4%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
4,208
shares
|
$667,220
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
4,201
shares
|
$666,110
0.43% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,189
shares
|
$664,207
0.23% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
4,185
shares
|
$663,573
0.26% of portfolio
|
Q2 2024
Added 67.74%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,184
shares
|
$663,415
0.07% of portfolio
|
Q2 2024
Reduced 21.1%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,174
shares
|
$661,829
0.04% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,169
shares
|
$661,036
0.22% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
4,164
shares
|
$660,243
0.21% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
4,162
shares
|
$659,926
0.32% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Citadel Investment Advisory, Inc.
|
Oct 16, 2024 Q3 2024 |
4,162
shares
|
$659,926
0.39% of portfolio
|
Q1 2024
Reduced 1.19%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
4,157
shares
|
$659,133
0.59% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Campbell Newman Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
4,150
shares
|
$658,024
0.06% of portfolio
|
Q1 2021
Reduced 54.68%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
4,150
shares
|
$658,024
0.59% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
4,149
shares
|
$657,865
0.13% of portfolio
|
Q3 2024
Reduced 17.33%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
4,148
shares
|
$657,706
1.29% of portfolio
|
Q3 2024
Added 2.85%
|