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 |
|---|---|---|---|---|---|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
49,369
shares
|
$7.2 Million
0.74% of portfolio
|
Q3 2025
Reduced 11.45%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
49,138
shares
|
$7.17 Million
5.45% of portfolio
|
Q3 2025
Reduced 11.26%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
48,839
shares
|
$7.12 Million
0.32% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
48,807
shares
|
$7.12 Million
0.77% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
48,673
shares
|
$7.1 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
48,656
shares
|
$7.1 Million
1.98% of portfolio
|
Q4 2022
Added 0.04%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
48,610
shares
|
$7.09 Million
0.4% of portfolio
|
Q3 2025
Added 9.92%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
48,463
shares
|
$7.07 Million
0.5% of portfolio
|
Q2 2022
Added 14.27%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
48,323
shares
|
$7.05 Million
2.42% of portfolio
|
Q3 2025
Reduced 6.46%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
48,154
shares
|
$7.02 Million
0.15% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Baldwin Brothers LLC
|
Oct 14, 2025 Q3 2025 |
48,087
shares
|
$7.01 Million
0.51% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
48,002
shares
|
$7 Million
0.91% of portfolio
|
Q3 2025
Reduced 11.6%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
47,940
shares
|
$6.99 Million
0.85% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
47,909
shares
|
$6.99 Million
1.33% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
47,896
shares
|
$6.98 Million
0.31% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
47,872
shares
|
$6.98 Million
0.28% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
47,811
shares
|
$6.97 Million
0.63% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
47,774
shares
|
$6.97 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
47,761
shares
|
$6.96 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
47,703
shares
|
$6.96 Million
0.42% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
47,611
shares
|
$6.94 Million
0.28% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Crew Capital Management, Ltd.
|
Oct 27, 2025 Q3 2025 |
47,531
shares
|
$6.93 Million
5.61% of portfolio
|
Q3 2025
Added 16.3%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
47,378
shares
|
$6.91 Million
0.53% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
47,347
shares
|
$6.9 Million
0.58% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
47,312
shares
|
$6.9 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.58%
|
|