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 |
|---|---|---|---|---|---|
| Smith & Howard Wealth Management, LLC | 3,534 | $515.5K | 0.18% | +350+11.0% | Added |
| Private Capital Management LLC | 3,544 | $516.9K | 0.15% | +191+5.7% | Added |
| Rebalance, LLC | 3,546 | $517.2K | 0.05% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 3,548 | $517.5K | 0.08% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 3,555 | $518.6K | 0.07% | +173+5.1% | Added |
| Trinity Financial Advisors LLC | 3,555 | $518.6K | 0.28% | −40−1.1% | Reduced |
| Mathes Company, Inc. | 3,566 | $520.0K | 0.24% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 3,567 | $520.3K | 0.40% | +196+5.8% | Added |
| First Citizens Financial Corp | 3,581 | $522.3K | 0.37% | −70−1.9% | Reduced |
| Helen Stephens Group, LLC | 3,582 | $522.5K | 0.27% | −14−0.4% | Reduced |
| FSA Wealth Management LLC | 3,589 | $523.5K | 0.29% | +50+1.4% | Added |
| AJ Advisors, LLC | 3,596 | $524.5K | 0.39% | +3,596 | New |
| Tradition Wealth Management, LLC | 3,600 | $525.0K | 0.06% | −710−16.5% | Reduced |
| Univest Financial Corp | 3,609 | $526.4K | 0.18% | −1,069−22.9% | Reduced |
| Kenfarb & Co. | 3,613 | $527.0K | 0.48% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 3,618 | $527.7K | 0.32% | +55+1.5% | Added |
| Round Rock Advisors, LLC | 3,625 | $528.7K | 0.20% | 00.0% | Unchanged |
| BIP Wealth, LLC | 3,636 | $530.3K | 0.05% | +119+3.4% | Added |
| BOK Financial Private Wealth, Inc. | 3,638 | $530.6K | 0.05% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 3,640 | $530.9K | 0.36% | +2+0.1% | Added |
| Elgethun Capital Management | 3,660 | $531.1K | 0.16% | +41+1.1% | Added |
| Pathway Financial Advisors LLC | 3,645 | $531.7K | 0.18% | +80+2.2% | Added |
| Wellspring Financial Advisors, LLC | 3,645 | $531.7K | 0.16% | +5+0.1% | Added |
| Invenio Wealth Partners LLC | 3,662 | $534.1K | 0.49% | +803+28.1% | Added |
| Meridian Wealth Partners, LLC | 3,665 | $534.5K | 0.11% | −730−16.6% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 3,666 | $534.7K | 0.15% | +1,753+91.6% | Added |
| Capital Advisors, Ltd. LLC | 3,670 | $535.0K | 0.08% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 3,675 | $536.0K | 0.46% | −207−5.3% | Reduced |
| E Fund Management Co., Ltd. | 3,679 | $537.0K | 0.04% | −258−6.6% | Reduced |
| Lesa Sroufe & Co | 3,685 | $537.0K | 0.58% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 3,624 | $537.3K | 0.19% | +31+0.9% | Added |
| Lantz Financial LLC | 3,686 | $537.6K | 0.21% | +48+1.3% | Added |
| Ami Investment Management Inc | 3,693 | $538.7K | 0.24% | −43−1.2% | Reduced |
| S. R. Schill & Associates | 3,697 | $539.2K | 0.26% | +32+0.9% | Added |
| Retirement Planning Group | 3,699 | $539.7K | 0.06% | −573−13.4% | Reduced |
| Parisi Gray Wealth Management | 3,704 | $540.2K | 0.25% | +20+0.5% | Added |
| Legacy Capital Group California, Inc. | 3,707 | $540.7K | 0.23% | +112+3.1% | Added |
| East Coast Asset Management, LLC. | 3,707 | $540.8K | 0.24% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 3,709 | $541.0K | 0.69% | +10.0% | Added |
| SJS Investment Consulting Inc. | 3,710 | $541.1K | 0.14% | −74−2.0% | Reduced |
| Emerald Advisors, LLC | 3,710 | $541.2K | 0.13% | +43+1.2% | Added |
| FSB Premier Wealth Management, Inc. | 3,728 | $543.8K | 0.30% | +70+1.9% | Added |
| Avondale Wealth Management | 3,733 | $544.5K | 0.48% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,740 | $545.5K | 0.19% | −750−16.7% | Reduced |
| WFA Asset Management Corp | 3,744 | $546.0K | 0.32% | −509−12.0% | Reduced |
| Lakeshore Financial Planning, Inc. | 3,745 | $546.2K | 0.31% | +3,745 | New |
| Johnson Bixby & Associates, LLC | 3,753 | $547.4K | 0.11% | −153−3.9% | Reduced |
| Meeder Asset Management Inc | 3,754 | $547.6K | 0.04% | +352+10.3% | Added |
| Headlands Technologies LLC | 3,755 | $547.7K | 0.27% | −11,448−75.3% | Reduced |
| Connective Portfolio Management, LLC | 3,760 | $548.0K | 1.67% | 00.0% | Unchanged |
| NinePointTwo Capital | 3,764 | $549.0K | 0.22% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 3,781 | $551.0K | 0.25% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 3,783 | $551.7K | 0.10% | +600+18.9% | Added |
| American Institute for Advanced Investment Management, LLP | 3,789 | $552.7K | 0.51% | +235+6.6% | Added |
| Callan Family Office, LLC | 3,791 | $553.0K | 0.15% | −1,926−33.7% | Reduced |
| Castleark Management LLC | 3,800 | $554.3K | 0.03% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 3,805 | $555.0K | 0.38% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 3,808 | $555.5K | 0.43% | −6−0.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 3,809 | $555.6K | 0.24% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 3,815 | $556.5K | 0.25% | +204+5.6% | Added |
| Armbruster Capital Management, Inc. | 3,816 | $556.6K | 0.14% | −232−5.7% | Reduced |
| Liberty Capital Management, Inc. | 3,827 | $558.2K | 0.16% | −50−1.3% | Reduced |
| Riverview Trust Co | 3,833 | $559.1K | 0.50% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 3,833 | $559.1K | 0.17% | +10.0% | Added |
| Punch & Associates Investment Management, Inc. | 3,839 | $560.0K | 0.04% | 00.0% | Unchanged |
| Bay Rivers Group | 3,844 | $560.7K | 0.43% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 3,845 | $560.9K | 0.07% | +125+3.4% | Added |
| CKW Financial Group | 3,847 | $561.0K | 0.09% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 3,855 | $562.3K | 0.19% | −97−2.5% | Reduced |
| Apexium Financial, LP | 3,857 | $562.6K | 0.06% | −199−4.9% | Reduced |
| Cypress Wealth Services, LLC | 3,862 | $563.3K | 0.16% | −1,852−32.4% | Reduced |
| Capital Market Strategies LLC | 3,875 | $563.9K | 0.56% | +14+0.4% | Added |
| Cherry Tree Wealth Management, LLC | 3,884 | $566.5K | 0.17% | +2+0.1% | Added |
| Private Wealth Strategies, L.L.C. | 3,890 | $567.5K | 0.14% | +2+0.1% | Added |
| Seascape Capital Management | 3,897 | $568.0K | 0.27% | +267+7.4% | Added |
| Mirador Capital Partners LP | 3,895 | $568.1K | 0.13% | −173−4.3% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,898 | $568.6K | 0.42% | 00.0% | Unchanged |
| Family Management Corp | 3,903 | $569.3K | 0.13% | −327−7.7% | Reduced |
| Covenant Partners, LLC | 3,907 | $569.9K | 0.21% | 00.0% | Unchanged |
| Montis Financial, LLC | 3,907 | $569.9K | 0.38% | +2,085+114.4% | Added |
| Newbridge Financial Services Group, Inc. | 3,907 | $569.9K | 0.29% | −70−1.8% | Reduced |
| Planned Solutions, Inc. | 3,914 | $570.9K | 0.34% | +2+0.1% | Added |
| McClarren Financial Advisors, Inc. | 3,921 | $571.0K | 0.50% | +15+0.4% | Added |
| Stanley-Laman Group, Ltd. | 3,931 | $573.4K | 0.10% | +10.0% | Added |
| Kooman & Associates | 3,942 | $575.0K | 0.29% | −7−0.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,930 | $575.0K | 0.01% | −1,771−31.1% | Reduced |
| Advisors Preferred, LLC | 3,966 | $575.8K | 0.19% | +972+32.5% | Added |
| Mason Investment Advisory Services, Inc. | 3,952 | $576.4K | 0.05% | +173+4.6% | Added |
| Resolute Wealth Strategies, LLC | 3,992 | $582.3K | 0.44% | −308−7.2% | Reduced |
| One Charles Private Wealth Services, LLC | 3,993 | $582.5K | 0.34% | −104−2.5% | Reduced |
| Phocas Financial Corp. | 4,003 | $583.9K | 0.08% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 4,008 | $584.6K | 0.30% | +97+2.5% | Added |
| Financial Insights, Inc. | 3,901 | $585.3K | 0.21% | −608−13.5% | Reduced |
| Aspire Wealth Management Corp | 4,026 | $587.3K | 0.45% | +6+0.1% | Added |
| Capital Advisors Wealth Management, LLC | 4,029 | $587.6K | 0.15% | +94+2.4% | Added |
| Beverly Hills Private Wealth, LLC | 4,030 | $587.8K | 0.17% | −71−1.7% | Reduced |
| Warren Street Wealth Advisors, LLC | 4,034 | $588.4K | 0.39% | +526+15.0% | Added |
| Pacific Sun Financial Corp | 4,037 | $588.8K | 0.41% | −241−5.6% | Reduced |
| Heartwood Wealth Advisors LLC | 4,069 | $593.5K | 0.09% | +1,586+63.9% | Added |
| Latitude Advisors, LLC | 4,073 | $594.1K | 0.43% | +41+1.0% | Added |