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 4,078 institutions that hold shares in the stock, with a total of 1.54 Billion shares, which have been reported (via 13F filing form) to have a value of $261 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
79,830
shares
|
$13.6 Million
1.17% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
79,750
shares
|
$13.6 Million
2.68% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
79,384
shares
|
$13.5 Million
0.4% of portfolio
|
Q3 2024
Added 38.89%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
79,058
shares
|
$13.5 Million
0.31% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
78,995
shares
|
$13.4 Million
0.95% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
78,946
shares
|
$13.4 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
78,834
shares
|
$13.4 Million
0.36% of portfolio
|
Q3 2024
Added 10.9%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
78,024
shares
|
$13.3 Million
1.19% of portfolio
|
Q3 2024
Added 17.27%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
77,940
shares
|
$13.3 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2024 Q3 2024 |
77,504
shares
|
$13.2 Million
0.99% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
77,369
shares
|
$13.2 Million
1.06% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Tcw Group Inc
|
Nov 18, 2024 Q3 2024 |
76,910
shares
|
$13.1 Million
0.12% of portfolio
|
Q3 2024
Added 97.91%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
76,681
shares
|
$13 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
76,648
shares
|
$13 Million
0.02% of portfolio
|
Q3 2024
Added 318.5%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
76,589
shares
|
$13 Million
1.83% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
76,575
shares
|
$13 Million
1.18% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
76,416
shares
|
$13 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
76,356
shares
|
$13 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
76,325
shares
|
$13 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
76,241
shares
|
$13 Million
0.85% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
76,118
shares
|
$13 Million
0.17% of portfolio
|
Q3 2024
Added 20.75%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
75,979
shares
|
$12.9 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
75,897
shares
|
$12.9 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Georgetown University
Washington, DC |
Nov 14, 2024 Q3 2024 |
75,856
shares
|
$12.9 Million
4.36% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Puzo Michael J
|
Nov 12, 2024 Q3 2024 |
75,836
shares
|
$12.9 Million
3.5% of portfolio
|
Q3 2024
Reduced 0.11%
|