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 4,474 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 |
|---|---|---|---|---|---|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
483
shares
|
$70,431
0.05% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
474
shares
|
$69,118
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
472
shares
|
$68,827
0.01% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
465
shares
|
$67,806
0.04% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
461
shares
|
$67,223
0.05% of portfolio
|
Q3 2024
Added 54.18%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
455
shares
|
$66,348
0.03% of portfolio
|
Q1 2025
Added 193.55%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
438
shares
|
$63,869
0.01% of portfolio
|
Q3 2025
Reduced 42.06%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
437
shares
|
$63,723
0.02% of portfolio
|
Q3 2025
Reduced 22.24%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
431
shares
|
$62,848
0.03% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
431
shares
|
$62,848
0.0% of portfolio
|
Q3 2025
Reduced 30.6%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
417
shares
|
$60,806
0.0% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
413
shares
|
$60,223
0.03% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
407
shares
|
$59,348
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
406
shares
|
$59,202
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
405
shares
|
$59,057
0.02% of portfolio
|
Q3 2025
Reduced 15.45%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Oct 31, 2025 Q3 2025 |
401
shares
|
$58,473
0.06% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Park Circle CO
|
Nov 07, 2025 Q3 2025 |
400
shares
|
$58,328
0.05% of portfolio
|
Q2 2018
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
400
shares
|
$58,328
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
395
shares
|
$57,598
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
394
shares
|
$57,453
0.05% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
385
shares
|
$56,140
0.13% of portfolio
|
Q3 2023
Added 0.26%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
378
shares
|
$55,119
0.03% of portfolio
|
Q2 2025
Added 89.0%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
372
shares
|
$54,245
0.01% of portfolio
|
Q3 2025
Reduced 89.91%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
371
shares
|
$54,099
0.05% of portfolio
|
Q4 2021
Reduced 14.91%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
370
shares
|
$53,953
0.02% of portfolio
|
Q3 2025
Added 2.49%
|
|