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 |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
456
shares
|
$73,917
0.04% of portfolio
|
Q3 2024
Added 29.55%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
440
shares
|
$71,324
0.02% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
439
shares
|
$71,161
0.03% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
437
shares
|
$70,837
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
433
shares
|
$70,189
0.02% of portfolio
|
Q3 2024
Added 22.66%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
433
shares
|
$70,189
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
430
shares
|
$69,703
0.06% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
422
shares
|
$68,406
0.04% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
420
shares
|
$68,082
0.0% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
419
shares
|
$67,919
0.04% of portfolio
|
Q2 2024
Added 1.95%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
416
shares
|
$67,433
0.07% of portfolio
|
Q1 2024
Reduced 43.48%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
407
shares
|
$65,974
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
406
shares
|
$65,812
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
406
shares
|
$65,812
0.05% of portfolio
|
Q1 2024
Reduced 4.92%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
401
shares
|
$65,002
0.0% of portfolio
|
Q3 2024
Added 138.69%
|
|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
400
shares
|
$64,840
0.06% of portfolio
|
Q2 2018
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
400
shares
|
$64,840
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
394
shares
|
$63,867
0.05% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
385
shares
|
$62,408
0.13% of portfolio
|
Q3 2023
Added 0.26%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
385
shares
|
$62,408
0.02% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
377
shares
|
$61,111
0.02% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
371
shares
|
$60,139
0.05% of portfolio
|
Q4 2021
Reduced 14.91%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
361
shares
|
$58,518
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
352
shares
|
$57,059
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
326
shares
|
$52,844
0.02% of portfolio
|
Q1 2024
Added 57.49%
|