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 4,472 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 |
|---|---|---|---|---|---|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
4,817
shares
|
$702,414
0.28% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
4,804
shares
|
$700,519
0.56% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
4,803
shares
|
$700,373
0.45% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
4,802
shares
|
$700,227
1.26% of portfolio
|
Q3 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
4,789
shares
|
$698,331
0.18% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
4,784
shares
|
$697,602
0.13% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,783
shares
|
$697,457
0.13% of portfolio
|
Q3 2023
Reduced 1.34%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
4,774
shares
|
$696,144
0.11% of portfolio
|
Q3 2025
Reduced 13.94%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,772
shares
|
$695,853
0.17% of portfolio
|
Q3 2025
Added 26.38%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
4,766
shares
|
$694,978
0.41% of portfolio
|
Q1 2023
Reduced 0.19%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
4,761
shares
|
$694,249
0.39% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
4,759
shares
|
$693,957
0.06% of portfolio
|
Q3 2025
Reduced 20.76%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
4,753
shares
|
$693,082
0.08% of portfolio
|
Q4 2025
Added 6.64%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
4,746
shares
|
$692,061
0.24% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
4,736
shares
|
$690,603
0.13% of portfolio
|
Q3 2025
Reduced 19.35%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
4,732
shares
|
$690,020
0.22% of portfolio
|
Q3 2025
Reduced 9.63%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
4,730
shares
|
$689,728
0.17% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
4,715
shares
|
$687,541
0.24% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
4,713
shares
|
$687,249
0.31% of portfolio
|
Q3 2025
Reduced 15.99%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
4,703
shares
|
$685,791
0.33% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
4,701
shares
|
$685,499
0.5% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
4,688
shares
|
$683,604
0.06% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
4,685
shares
|
$683,166
0.14% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
4,684
shares
|
$683,020
0.52% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
4,670
shares
|
$680,979
0.04% of portfolio
|
Q3 2025
Reduced 10.02%
|
|