Procter & Gamble Co
PG- Exchange
- NYSE
- Industry
- Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics
- SEC CIK
- 0000080424
In the last 90 days, Procter & Gamble Co insiders filed 0 open-market purchases and 14 sales; 4,042 institutions reported holding it in 13F filings for Q2 2026, worth $239.0B in total; 3 superinvestors hold it, including Fundsmith and Gardner Russo & Quinn.
13F holders, Q3 2023
Institutional positions in Procter & Gamble Co as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,412
- +35 vs. Q2 2023
- Shares held
- 1.53B
- +6.70M (+0.4%) vs. Q2 2023
- Total value
- $223.8B
- −$7.53B (−3.3%) vs. Q2 2023
- New holders
- 150
- 1,418 more added
- Sold out
- 115
- 1,437 more reduced
41 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,042 | $239.0B |
| Q1 2026 | 4,027 | $230.9B |
| Q4 2025 | 4,048 | $229.1B |
| Q3 2025 | 3,907 | $240.7B |
| Q2 2025 | 3,968 | $255.3B |
| Q1 2025 | 4,027 | $274.0B |
| Q4 2024 | 4,017 | $268.0B |
| Q3 2024 | 3,730 | $274.8B |
| Q2 2024 | 3,664 | $261.8B |
| Q1 2024 | 3,658 | $254.9B |
| Q4 2023 | 3,588 | $226.9B |
| Q3 2023 | 3,412 | $223.8B |
| Q2 2023 | 3,418 | $231.7B |
| Q1 2023 | 3,385 | $226.4B |
| Q4 2022 | 3,406 | $230.3B |
| Q3 2022 | 3,201 | $191.5B |
| Q2 2022 | 3,262 | $220.9B |
| Q1 2022 | 3,296 | $235.6B |
| Q4 2021 | 3,295 | $252.9B |
| Q3 2021 | 2,944 | $217.0B |
| Q2 2021 | 2,942 | $209.9B |
| Q1 2021 | 2,937 | $212.9B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Procter & Gamble Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortitude Advisory Group L.L.C. | 5,814 | $848.0K | 0.57% | +43+0.7% | Added |
| Biltmore Wealth Management, LLC | 5,822 | $849.3K | 0.41% | +413+7.6% | Added |
| Winch Advisory Services, LLC | 5,826 | $850.0K | 0.31% | +118+2.1% | Added |
| Evanson Asset Management, LLC | 5,833 | $850.8K | 0.08% | +40+0.7% | Added |
| WESPAC Advisors, LLC | 5,843 | $852.4K | 0.64% | +10.0% | Added |
| Harvest Investment Services, LLC | 5,845 | $852.6K | 0.55% | −977−14.3% | Reduced |
| LexAurum Advisors, LLC | 5,853 | $853.7K | 0.25% | +92+1.6% | Added |
| Arthur M. Cohen & Associates, LLC | 5,900 | $860.6K | 0.22% | −125−2.1% | Reduced |
| Convergence Investment Partners, LLC | 5,906 | $861.0K | 0.51% | +604+11.4% | Added |
| Cabot Wealth Management Inc | 5,911 | $862.0K | 0.13% | +43+0.7% | Added |
| Simplicity Wealth,LLC | 5,910 | $862.1K | 0.50% | +799+15.6% | Added |
| Townsend & Associates, Inc | 5,873 | $864.3K | 0.18% | +4+0.1% | Added |
| KWMG, LLC | 5,932 | $865.2K | 0.11% | +15+0.3% | Added |
| Semus Wealth Partners LLC | 5,937 | $866.0K | 0.81% | +19+0.3% | Added |
| Iron Financial, LLC | 5,969 | $870.7K | 0.51% | −9−0.2% | Reduced |
| Tucker Asset Management LLC | 5,978 | $872.0K | 0.23% | +1,631+37.5% | Added |
| Proquility Private Wealth Partners, LLC | 5,981 | $872.4K | 0.36% | −27−0.4% | Reduced |
| Stableford Capital II LLC | 5,832 | $873.6K | 0.40% | +96+1.7% | Added |
| Almanack Investment Partners, LLC. | 5,995 | $874.4K | 0.17% | −2,000−25.0% | Reduced |
| TrinityPoint Wealth, LLC | 6,012 | $876.9K | 0.17% | +370+6.6% | Added |
| D'Orazio & Associates, Inc. | 6,012 | $876.9K | 0.20% | +488+8.8% | Added |
| Baron Wealth Management LLC | 6,039 | $880.8K | 0.56% | +44+0.7% | Added |
| Citizens Business Bank | 6,051 | $882.6K | 0.21% | −167−2.7% | Reduced |
| Advus Financial Partners, LLC | 6,063 | $884.4K | 0.35% | −33−0.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 6,066 | $884.8K | 0.47% | +6,066 | New |
| Triumph Capital Management | 6,085 | $887.5K | 0.40% | −1,231−16.8% | Reduced |
| Hollencrest Capital Management | 6,090 | $888.4K | 0.10% | +433+7.7% | Added |
| Alta Advisers Ltd | 6,100 | $889.7K | 0.52% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 6,120 | $892.8K | 0.16% | −28−0.5% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 6,135 | $894.9K | 0.48% | +1,346+28.1% | Added |
| Cottonwood Capital Advisors, LLC | 6,156 | $897.9K | 0.84% | +572+10.2% | Added |
| Outlook Wealth Advisors, LLC | 6,163 | $898.9K | 0.34% | +369+6.4% | Added |
| Jackson Square Capital, LLC | 6,166 | $899.4K | 0.36% | −759−11.0% | Reduced |
| Baldwin Investment Management, LLC | 6,174 | $900.5K | 0.15% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 5,949 | $900.7K | 0.34% | −5,469−47.9% | Reduced |
| Consolidated Planning Corp | 6,182 | $901.7K | 0.20% | −20,730−77.0% | Reduced |
| Dover Advisors, LLC | 6,185 | $902.1K | 0.91% | −85−1.4% | Reduced |
| Advisor Resource Council | 6,190 | $902.9K | 0.60% | −57−0.9% | Reduced |
| Sweeney & Michel, LLC | 6,049 | $907.4K | 0.48% | −182−2.9% | Reduced |
| Marks Wealth, LLC | 6,222 | $907.5K | 34.44% | −123−1.9% | Reduced |
| Lokken Investment Group LLC | 6,224 | $907.9K | 0.60% | +342+5.8% | Added |
| Greenwood Gearhart Inc | 6,227 | $908.3K | 0.11% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 6,228 | $908.4K | 0.07% | +281+4.7% | Added |
| Magnolia Capital Management Ltd | 6,270 | $915.0K | 0.89% | 00.0% | Unchanged |
| Asset Planning Services Inc | 6,287 | $917.0K | 0.60% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 6,296 | $918.3K | 0.36% | +1,424+29.2% | Added |
| Crabel Capital Management, LLC | 6,299 | $919.0K | 0.74% | +6,299 | New |
| Weik Capital Management | 6,305 | $919.6K | 0.45% | 00.0% | Unchanged |
| Addison Advisors LLC | 6,307 | $919.9K | 0.43% | +8+0.1% | Added |
| Sage Rhino Capital LLC | 6,331 | $923.4K | 0.26% | +50+0.8% | Added |
| Institute for Wealth Management, LLC. | 6,354 | $926.9K | 0.17% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 6,368 | $928.8K | 1.62% | −1,688−21.0% | Reduced |
| Garrison Point Advisors, LLC | 6,376 | $930.0K | 0.72% | +61+1.0% | Added |
| Founders Capital Management, LLC | 6,389 | $931.9K | 0.21% | 00.0% | Unchanged |
| Financial Advisors, LLC | 6,390 | $932.1K | 0.23% | +8+0.1% | Added |
| Evermay Wealth Management LLC | 6,393 | $932.5K | 0.19% | +67+1.1% | Added |
| Morton Capital Management LLC | 6,394 | $932.6K | 0.33% | +59+0.9% | Added |
| Horst & Graben Wealth Management LLC | 6,397 | $933.1K | 0.23% | +50+0.8% | Added |
| JSF Financial, LLC | 6,402 | $933.8K | 0.36% | −58−0.9% | Reduced |
| Savoie Capital LLC | 6,414 | $935.5K | 0.25% | +6,414 | New |
| River Street Advisors LLC | 6,434 | $938.5K | 0.89% | +423+7.0% | Added |
| Castle Rock Wealth Management, LLC | 6,550 | $940.0K | 0.32% | −3,116−32.2% | Reduced |
| Karpas Strategies, LLC | 6,448 | $940.5K | 0.35% | +22+0.3% | Added |
| Rede Wealth, LLC | 6,451 | $940.9K | 0.47% | −579−8.2% | Reduced |
| BCS Wealth Management | 6,462 | $942.0K | 0.39% | +6,462 | New |
| Morse Asset Management, Inc | 6,465 | $943.0K | 0.30% | +557+9.4% | Added |
| Fidelity D & D Bancorp Inc | 6,485 | $945.9K | 0.97% | +6,485 | New |
| First Heartland Consultants, Inc. | 6,499 | $948.0K | 0.12% | +113+1.8% | Added |
| Barnes Pettey Financial Advisors, LLC | 6,502 | $948.4K | 0.87% | 00.0% | Unchanged |
| True North Advisors, LLC | 6,513 | $950.0K | 0.29% | +226+3.6% | Added |
| Boothbay Fund Management, LLC | 6,517 | $950.6K | 0.03% | −1,096−14.4% | Reduced |
| Meritage Portfolio Management | 6,521 | $951.0K | 0.07% | −409−5.9% | Reduced |
| Pinnacle West Asset Management, Inc. | 6,519 | $951.0K | 0.93% | +170+2.7% | Added |
| Oarsman Capital, Inc. | 6,528 | $952.2K | 0.40% | −23−0.4% | Reduced |
| Marion Wealth Management | 6,540 | $953.9K | 0.34% | +4,766+268.7% | Added |
| MJP Associates Inc | 6,540 | $954.0K | 0.28% | −2,207−25.2% | Reduced |
| Broadleaf Partners, LLC | 6,542 | $954.2K | 0.32% | 00.0% | Unchanged |
| Lincoln Capital LLC | 6,544 | $954.5K | 0.25% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 6,622 | $955.6K | 0.53% | 00.0% | Unchanged |
| Cortland Associates Inc | 6,554 | $956.0K | 0.15% | +29+0.4% | Added |
| Cambridge Advisors Inc. | 6,558 | $956.5K | 0.26% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 6,561 | $957.0K | 0.24% | −124−1.9% | Reduced |
| WealthTrust Axiom LLC | 6,566 | $957.7K | 0.34% | −1,066−14.0% | Reduced |
| Ethos Financial Group, LLC | 6,568 | $957.9K | 0.25% | +2,089+46.6% | Added |
| Atticus Wealth Management, LLC | 6,574 | $958.8K | 0.37% | −1,061−13.9% | Reduced |
| Lewis Capital Management, LLC | 6,577 | $959.5K | 1.49% | −23−0.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,578 | $959.5K | 0.13% | −756−10.3% | Reduced |
| Point72 Asset Management, L.P. | 6,579 | $959.6K | 0.00% | −662,534−99.0% | Reduced |
| Etfidea, LLC | 6,579 | $959.6K | 0.41% | +31+0.5% | Added |
| Reliant Investment Management, LLC | 6,603 | $963.1K | 0.56% | −255−3.7% | Reduced |
| O'Dell Group, LLC | 6,610 | $964.2K | 0.29% | +327+5.2% | Added |
| Cannon Financial Strategists, Inc. | 6,614 | $964.7K | 0.25% | −280−4.1% | Reduced |
| Encompass Wealth Advisors, LLC | 6,617 | $965.2K | 0.32% | 00.0% | Unchanged |
| Prostatis Group LLC | 6,485 | $967.1K | 0.47% | −577,276−98.9% | Reduced |
| Berger Financial Group, Inc | 6,631 | $967.2K | 0.11% | +1,786+36.9% | Added |
| Shariaportfolio, Inc. | 6,637 | $968.0K | 0.77% | +6,637 | New |
| Redmond Asset Management, LLC | 6,638 | $968.2K | 0.34% | 00.0% | Unchanged |
| Transform Wealth, LLC | 6,645 | $969.2K | 0.10% | −12,106−64.6% | Reduced |
| JNBA Financial Advisors | 6,652 | $970.2K | 0.12% | +165+2.5% | Added |
| Paulson Wealth Management Inc. | 6,666 | $972.3K | 0.34% | −288−4.1% | Reduced |