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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
15,610
shares
|
$2.28 Million
0.25% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 08, 2025 Q3 2025 |
15,506
shares
|
$2.26 Million
0.92% of portfolio
|
Q3 2025
Reduced 13.28%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
15,499
shares
|
$2.26 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
15,495
shares
|
$2.26 Million
0.47% of portfolio
|
Q3 2025
Added 13.7%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Nov 04, 2025 Q3 2025 |
15,455
shares
|
$2.25 Million
1.39% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
15,438
shares
|
$2.25 Million
0.28% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Lindenwold Advisors
|
Dec 16, 2025 Q3 2025 |
15,406
shares
|
$2.25 Million
1.16% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
15,401
shares
|
$2.25 Million
1.1% of portfolio
|
Q1 2024
Added 9.51%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
15,364
shares
|
$2.24 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
15,350
shares
|
$2.24 Million
0.31% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
15,337
shares
|
$2.24 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Scott & Selber, Inc.
|
Oct 29, 2025 Q3 2025 |
15,255
shares
|
$2.22 Million
0.62% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
15,210
shares
|
$2.22 Million
0.25% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
15,166
shares
|
$2.21 Million
0.56% of portfolio
|
Q3 2025
Added 10.06%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
15,102
shares
|
$2.2 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,102
shares
|
$2.2 Million
0.09% of portfolio
|
Q3 2025
Added 482.64%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
15,090
shares
|
$2.2 Million
0.15% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
15,076
shares
|
$2.2 Million
0.81% of portfolio
|
Q3 2025
Reduced 14.86%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
15,067
shares
|
$2.2 Million
0.86% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
15,053
shares
|
$2.2 Million
0.49% of portfolio
|
Q3 2025
Added 868.04%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
15,052
shares
|
$2.19 Million
0.47% of portfolio
|
Q2 2025
Added 29.21%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
15,047
shares
|
$2.19 Million
0.31% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
15,045
shares
|
$2.19 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
14,953
shares
|
$2.18 Million
0.27% of portfolio
|
Q4 2022
Reduced 12.31%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
14,936
shares
|
$2.18 Million
1.05% of portfolio
|
Q3 2025
Added 8.07%
|
|