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, Q4 2023
Institutional positions in Procter & Gamble Co as of Dec 31, 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
- 3,588
- +227 vs. Q3 2023
- Shares held
- 1.55B
- +20.1M (+1.3%) vs. Q3 2023
- Total value
- $226.9B
- +$3.70B (+1.7%) vs. Q3 2023
- New holders
- 344
- 1,363 more added
- Sold out
- 117
- 1,506 more reduced
51 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Procter & Gamble Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abacus Wealth Partners, LLC | 4,531 | $664.0K | 0.11% | +176+4.0% | Added |
| X-Square Capital, LLC | 4,539 | $665.0K | 0.37% | −298−6.2% | Reduced |
| Holistic Planning, LLC | 4,554 | $667.3K | 0.56% | +4,554 | New |
| Atalanta Sosnoff Capital, LLC | 4,566 | $669.1K | 0.02% | −235−4.9% | Reduced |
| Lederer & Associates Investment Counsel | 4,570 | $670.0K | 0.50% | −252−5.2% | Reduced |
| Cassia Capital Partners, LLC | 4,575 | $670.4K | 0.56% | +176+4.0% | Added |
| UMA Financial Services, Inc. | 4,535 | $670.5K | 0.15% | +10.0% | Added |
| Darden Wealth Group Inc | 4,582 | $671.4K | 0.65% | +4,582 | New |
| Northwest Bank & Trust Co | 4,583 | $671.5K | 0.61% | +4,583 | New |
| Fca Corp | 4,599 | $673.9K | 0.23% | −20.0% | Reduced |
| TCM Advisors, LLC | – | $674.1K | 0.55% | – | – |
| Beverly Hills Private Wealth, LLC | 4,602 | $674.3K | 0.18% | +572+14.2% | Added |
| Harrell Investment Partners, LLC | 4,603 | $674.5K | 0.21% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,604 | $674.7K | 0.47% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 4,606 | $674.9K | 0.07% | −116−2.5% | Reduced |
| Two Sigma Securities, LLC | 4,607 | $675.1K | 0.03% | −19,172−80.6% | Reduced |
| General Partner, Inc. | 4,575 | $676.8K | 0.57% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 4,631 | $678.6K | 0.29% | −85−1.8% | Reduced |
| Magnus Financial Group LLC | 4,639 | $679.8K | 0.09% | −6−0.1% | Reduced |
| REDW Wealth LLC | 4,642 | $680.3K | 0.20% | −24−0.5% | Reduced |
| Catalytic Wealth RIA, LLC | 4,652 | $681.7K | 0.31% | +4,652 | New |
| Howe & Rusling Inc | 4,654 | $682.0K | 0.07% | +297+6.8% | Added |
| LifeSteps Financial, Inc. | 4,660 | $682.8K | 0.61% | −66−1.4% | Reduced |
| Builder Investment Group Inc | 4,664 | $683.5K | 0.25% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 4,671 | $684.5K | 0.16% | +151+3.3% | Added |
| Timber Creek Capital Management LLC | 4,673 | $684.8K | 0.23% | −195−4.0% | Reduced |
| Perfromance Wealth Partners, LLC | 4,674 | $684.9K | 0.03% | −1,064−18.5% | Reduced |
| WealthPLAN Partners, LLC | 4,677 | $685.4K | 0.07% | −152−3.1% | Reduced |
| Citizens Business Bank | 4,688 | $687.0K | 0.15% | −1,363−22.5% | Reduced |
| BBR Partners, LLC | 4,690 | $687.3K | 0.07% | −583−11.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 4,715 | $688.0K | 0.31% | +1,540+48.5% | Added |
| IMS Capital Management | 4,697 | $688.3K | 0.34% | +10.0% | Added |
| Ethos Financial Group, LLC | 4,699 | $689.0K | 0.15% | −1,869−28.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 4,725 | $692.4K | 0.04% | −112−2.3% | Reduced |
| Basepoint Wealth LLC | 4,731 | $693.4K | 0.56% | +103+2.2% | Added |
| FLC Capital Advisors | 4,736 | $694.0K | 0.19% | +63+1.3% | Added |
| Northstar Asset Management Inc | 4,752 | $696.4K | 0.20% | 00.0% | Unchanged |
| Carlson Capital Management | 4,755 | $696.7K | 0.04% | +1,506+46.4% | Added |
| SC&H Financial Advisors, Inc. | 4,756 | $697.0K | 0.20% | −526−10.0% | Reduced |
| TruWealth Advisors, LLC | 4,763 | $698.0K | 0.05% | +226+5.0% | Added |
| Cladis Investment Advisory, LLC | 4,770 | $699.0K | 0.55% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 4,770 | $699.0K | 0.09% | +4,770 | New |
| Certified Advisory Corp | 4,771 | $699.1K | 0.11% | −245−4.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 4,772 | $699.2K | 0.19% | +362+8.2% | Added |
| GDS Wealth Management | 4,774 | $699.6K | 0.09% | +221+4.9% | Added |
| Allen Wealth Management, LLC | 4,775 | $699.7K | 0.69% | +4,775 | New |
| Moss Adams Wealth Advisors LLC | 4,789 | $701.7K | 0.15% | −39−0.8% | Reduced |
| Johnson & White Wealth Management, LLC | 4,792 | $702.0K | 0.58% | +104+2.2% | Added |
| Optas, LLC | 4,791 | $702.1K | 0.21% | +80+1.7% | Added |
| Lodestar Private Asset Management LLC | 4,792 | $702.2K | 0.11% | −198−4.0% | Reduced |
| Pring Turner Capital Group Inc | 4,792 | $702.2K | 0.54% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 4,795 | $702.7K | 0.47% | +158+3.4% | Added |
| Winslow Asset Management Inc | 4,797 | $703.0K | 0.14% | +200+4.4% | Added |
| Uncommon Cents Investing LLC | 4,805 | $704.1K | 0.23% | +60+1.3% | Added |
| New Jersey Better Educational Savings Trust | 4,807 | $704.4K | 1.49% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 4,808 | $704.5K | 0.32% | +11+0.2% | Added |
| Tortoise Investment Management, LLC | 4,815 | $705.6K | 0.10% | −21−0.4% | Reduced |
| Piscataqua Savings Bank | 4,828 | $707.5K | 0.66% | −8,409−63.5% | Reduced |
| Sterling Wealth Management, Inc. | 4,830 | $707.8K | 0.40% | +4,830 | New |
| Richwood Investment Advisors, LLC | 4,833 | $708.2K | 0.66% | 00.0% | Unchanged |
| Swisher Financial Concepts, Inc. | 4,761 | $710.0K | 0.68% | +4,761 | New |
| Fountainhead AM, LLC | 4,852 | $711.1K | 0.20% | +168+3.6% | Added |
| Park Place Capital Corp | 4,857 | $711.8K | 0.28% | −577−10.6% | Reduced |
| Brendel Financial Advisors LLC | 4,859 | $712.0K | 0.47% | +4,859 | New |
| Vanguard Capital Wealth Advisors | 4,860 | $712.2K | 0.58% | +4+0.1% | Added |
| NCM Capital Management, LLC | 4,864 | $712.8K | 0.43% | +516+11.9% | Added |
| Seamount Financial Group Inc | 4,867 | $713.2K | 0.68% | +4,867 | New |
| BIP Wealth, LLC | 4,881 | $715.4K | 0.06% | +1,245+34.2% | Added |
| Tower Wealth Partners, Inc. | 4,883 | $715.6K | 0.51% | −20.0% | Reduced |
| Gould Asset Management LLC | 4,888 | $716.3K | 0.19% | −110−2.2% | Reduced |
| Balboa Wealth Partners | 4,892 | $716.8K | 0.24% | +163+3.4% | Added |
| Objective Capital Management, LLC | 4,897 | $717.6K | 0.55% | +268+5.8% | Added |
| Meridian Investment Counsel Inc. | 4,900 | $718.0K | 0.25% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 4,905 | $718.8K | 0.05% | −15−0.3% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,905 | $718.8K | 0.19% | 00.0% | Unchanged |
| St. Louis Trust Co | 4,908 | $719.2K | 0.12% | −619−11.2% | Reduced |
| Coastwise Capital Group, LLC | 4,911 | $719.6K | 0.73% | +363+8.0% | Added |
| Live Oak Private Wealth LLC | 4,912 | $719.8K | 0.14% | −104−2.1% | Reduced |
| Proathlete Wealth Management LLC | 4,912 | $719.9K | 0.43% | +4,912 | New |
| Etesian Wealth Advisors, Inc. | 4,940 | $719.9K | 0.43% | −90−1.8% | Reduced |
| Vista Wealth Management Group, LLC | 4,918 | $720.7K | 0.06% | +100+2.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,926 | $721.0K | 0.24% | −588−10.7% | Reduced |
| Schear Investment Advisers, LLC | 4,933 | $722.9K | 0.70% | +67+1.4% | Added |
| Ironvine Capital Partners, LLC | 4,940 | $723.9K | 0.09% | 00.0% | Unchanged |
| First American Trust, FSB | 4,940 | $724.0K | 0.09% | +1,971+66.4% | Added |
| Insight Folios Inc | 4,946 | $724.7K | 0.31% | −145−2.8% | Reduced |
| Alera Investment Advisors, LLC | 4,947 | $725.0K | 0.09% | −150−2.9% | Reduced |
| Resurgent Financial Advisors LLC | 4,954 | $726.0K | 0.45% | −310−5.9% | Reduced |
| Boomfish Wealth Group, LLC | 4,964 | $727.4K | 0.53% | +4,964 | New |
| Banco BTG Pactual S.A. | 4,995 | $727.9K | 0.17% | +555+12.5% | Added |
| Eight 31 Financial LLC | 4,976 | $729.2K | 0.45% | +4,976 | New |
| Caldwell Sutter Capital, Inc. | 4,977 | $729.4K | 0.37% | −170−3.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 4,989 | $731.1K | 0.03% | +1,471+41.8% | Added |
| Castleview Partners, LLC | 4,991 | $731.4K | 0.51% | +293+6.2% | Added |
| Carolinas Wealth Consulting LLC | 93,075 | $731.9K | 0.16% | −478−0.5% | Reduced |
| Coho Partners, Ltd. | 4,995 | $732.0K | 0.02% | −298−5.6% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 4,997 | $732.0K | 0.35% | +4+0.1% | Added |
| Cascade Investment Group, Inc. | 4,997 | $732.3K | 0.59% | +49+1.0% | Added |
| Eley Financial Management, Inc | 5,000 | $732.7K | 0.34% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 5,021 | $735.7K | 0.39% | −104−2.0% | Reduced |