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 $257 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
44,057
shares
|
$7.39 Million
1.79% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
44,020
shares
|
$7.38 Million
2.56% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
43,950
shares
|
$7.37 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
43,807
shares
|
$7.34 Million
1.23% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
43,786
shares
|
$7.34 Million
0.18% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
43,720
shares
|
$7.33 Million
0.46% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
43,719
shares
|
$7.33 Million
1.84% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Bath Savings Trust CO
|
Oct 07, 2024 Q3 2024 |
43,585
shares
|
$7.31 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
43,525
shares
|
$7.3 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
43,492
shares
|
$7.29 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
43,260
shares
|
$7.25 Million
0.91% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
43,152
shares
|
$7.23 Million
1.88% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
43,099
shares
|
$7.23 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
42,979
shares
|
$7.21 Million
2.72% of portfolio
|
Q3 2024
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
42,978
shares
|
$7.21 Million
3.78% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
42,951
shares
|
$7.2 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
42,801
shares
|
$7.18 Million
0.03% of portfolio
|
Q3 2024
Reduced 88.38%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 21, 2024 Q3 2024 |
42,645
shares
|
$7.15 Million
1.3% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
42,590
shares
|
$7.14 Million
2.48% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Notis Mc Conarty Edward
|
Nov 12, 2024 Q3 2024 |
42,401
shares
|
$7.11 Million
3.38% of portfolio
|
Q3 2024
Reduced 16.2%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
42,375
shares
|
$7.1 Million
0.1% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Jacobs & CO
|
Oct 01, 2024 Q3 2024 |
42,359
shares
|
$7.1 Million
0.73% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
42,337
shares
|
$7.1 Million
0.31% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
42,329
shares
|
$7.1 Million
0.66% of portfolio
|
Q3 2022
Added 0.7%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
42,302
shares
|
$7.09 Million
1.5% of portfolio
|
Q3 2024
Added 2.39%
|