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 |
|---|---|---|---|---|---|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
9,539
shares
|
$1.39 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Blackstone Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
9,528
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
9,522
shares
|
$1.39 Million
0.23% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
9,511
shares
|
$1.39 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
9,506
shares
|
$1.39 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
9,494
shares
|
$1.38 Million
0.39% of portfolio
|
Q3 2025
Added 178.17%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
9,484
shares
|
$1.38 Million
0.43% of portfolio
|
Q3 2025
Added 27.13%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
9,462
shares
|
$1.38 Million
0.43% of portfolio
|
Q3 2025
Added 36.01%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
9,455
shares
|
$1.38 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
9,452
shares
|
$1.38 Million
0.26% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Nov 06, 2025 Q3 2025 |
9,440
shares
|
$1.38 Million
0.85% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
9,422
shares
|
$1.37 Million
0.17% of portfolio
|
Q3 2025
Added 11.82%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 09, 2025 Q3 2025 |
9,408
shares
|
$1.37 Million
0.35% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
9,401
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
9,400
shares
|
$1.37 Million
0.29% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
9,373
shares
|
$1.37 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
9,361
shares
|
$1.37 Million
0.54% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Finivi Inc.
Westborough, MA |
Dec 19, 2025 Q3 2025 |
9,352
shares
|
$1.36 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Nov 06, 2025 Q3 2025 |
9,341
shares
|
$1.36 Million
0.1% of portfolio
|
Q3 2025
Reduced 36.4%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
9,335
shares
|
$1.36 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
9,326
shares
|
$1.36 Million
0.49% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
9,309
shares
|
$1.36 Million
0.75% of portfolio
|
Q1 2024
Reduced 8.14%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
9,291
shares
|
$1.35 Million
0.1% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
9,290
shares
|
$1.35 Million
0.32% of portfolio
|
Q3 2025
Added 197.28%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
9,283
shares
|
$1.35 Million
0.21% of portfolio
|
Q3 2025
Reduced 11.79%
|
|