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 |
|---|---|---|---|---|---|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
633
shares
|
$102,609
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
605
shares
|
$98,070
0.26% of portfolio
|
Q3 2024
Reduced 14.31%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
605
shares
|
$98,070
0.07% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
601
shares
|
$97,422
0.19% of portfolio
|
Q3 2022
Added 79.4%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
600
shares
|
$97,260
0.03% of portfolio
|
Q4 2022
Added 20.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
582
shares
|
$94,342
0.07% of portfolio
|
Q4 2024
Added 476.24%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
580
shares
|
$94,018
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
568
shares
|
$92,072
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
559
shares
|
$90,613
0.04% of portfolio
|
Q3 2024
Added 53.57%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
556
shares
|
$90,127
0.03% of portfolio
|
Q3 2024
Added 74.84%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
554
shares
|
$89,803
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
550
shares
|
$89,155
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tributary Capital Management, LLC
|
Oct 24, 2024 Q3 2024 |
546
shares
|
$88,506
0.01% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
540
shares
|
$87,534
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
515
shares
|
$83,481
0.05% of portfolio
|
Q2 2022
Reduced 49.01%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
509
shares
|
$82,508
0.01% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
501
shares
|
$81,212
0.03% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
500
shares
|
$81,050
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
482
shares
|
$78,132
0.05% of portfolio
|
Q3 2024
Added 22.65%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
479
shares
|
$77,645
0.04% of portfolio
|
Q3 2023
Reduced 29.46%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
466
shares
|
$75,538
0.05% of portfolio
|
Q4 2023
Reduced 36.94%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
465
shares
|
$75,376
0.02% of portfolio
|
Q2 2024
Added 5.68%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
465
shares
|
$75,376
0.06% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
462
shares
|
$74,890
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
461
shares
|
$74,728
0.06% of portfolio
|
Q3 2024
Added 54.18%
|