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 4,080 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 $248 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 22, 2024 Q3 2024 |
2,511
shares
|
$407,033
0.06% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
2,509
shares
|
$406,708
0.17% of portfolio
|
Q4 2022
Reduced 1.3%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
2,507
shares
|
$406,384
0.35% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
2,504
shares
|
$405,898
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
2,501
shares
|
$405,412
0.35% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
2,500
shares
|
$405,250
0.25% of portfolio
|
Q2 2023
Reduced 12.28%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
2,497
shares
|
$404,763
0.15% of portfolio
|
Q3 2023
Reduced 32.0%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
2,494
shares
|
$404,277
0.13% of portfolio
|
Q3 2024
Added 11.24%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Oct 08, 2024 Q3 2024 |
2,494
shares
|
$404,277
0.32% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
2,484
shares
|
$402,656
0.98% of portfolio
|
Q4 2022
Added 7.3%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,481
shares
|
$402,170
0.36% of portfolio
|
Q3 2024
Reduced 45.87%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
2,480
shares
|
$402,008
0.62% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
2,472
shares
|
$400,711
0.09% of portfolio
|
Q4 2022
Added 1.27%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
2,460
shares
|
$398,766
0.28% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
2,457
shares
|
$398,279
0.12% of portfolio
|
Q3 2024
Added 16.89%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
2,456
shares
|
$398,117
0.14% of portfolio
|
Q4 2023
Reduced 34.75%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,448
shares
|
$396,820
0.2% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
2,446
shares
|
$396,496
0.2% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,446
shares
|
$396,496
0.09% of portfolio
|
Q2 2023
Reduced 29.89%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
2,442
shares
|
$395,848
0.26% of portfolio
|
Q2 2024
Added 4.85%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
2,439
shares
|
$395,361
0.16% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
2,434
shares
|
$394,551
0.12% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
2,431
shares
|
$394,065
0.09% of portfolio
|
Q3 2024
Added 32.99%
|
|
|
Pachira Investments Inc.
|
Oct 17, 2024 Q3 2024 |
2,429
shares
|
$393,740
0.33% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
2,427
shares
|
$393,416
0.16% of portfolio
|
Q3 2024
Added 0.83%
|