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 |
|---|---|---|---|---|---|
| Advisors Preferred, LLC | 3,020 | $449.2K | 0.07% | −946−23.9% | Reduced |
| Twin Focus Capital Partners, LLC | 3,066 | $449.2K | 0.09% | +10.0% | Added |
| Baker Ellis Asset Management LLC | 3,068 | $449.5K | 0.07% | −96−3.0% | Reduced |
| McRae Capital Management Inc | 3,071 | $450.0K | 0.11% | −50−1.6% | Reduced |
| Eagle Bluffs Wealth Management LLC | 3,071 | $450.0K | 0.31% | −35−1.1% | Reduced |
| Black Diamond Financial, LLC | 3,073 | $450.3K | 0.12% | +396+14.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 3,076 | $450.8K | 0.13% | +3,076 | New |
| Nottingham Advisors, Inc. | 3,079 | $451.2K | 0.06% | −8,363−73.1% | Reduced |
| Morris Financial Concepts, Inc. | 3,081 | $451.5K | 0.26% | 00.0% | Unchanged |
| Vicus Capital | 3,089 | $452.6K | 0.05% | −1,678−35.2% | Reduced |
| Roof Eidam & Maycock | 3,111 | $455.9K | 0.14% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 3,114 | $456.3K | 0.03% | +4+0.1% | Added |
| FirstPurpose Wealth LLC | 3,121 | $457.4K | 0.17% | +51+1.7% | Added |
| IVC Wealth Advisors LLC | 3,122 | $457.5K | 0.28% | −4,369−58.3% | Reduced |
| Synergy Financial Management, LLC | 3,124 | $457.8K | 0.08% | +143+4.8% | Added |
| Pacific Center for Financial Services | 3,126 | $458.1K | 0.14% | −34−1.1% | Reduced |
| Clarity Wealth Advisors, LLC | 3,138 | $459.8K | 0.17% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 3,139 | $460.0K | 0.24% | +3,139 | New |
| Cowen and Company, LLC | 3,141 | $460.3K | 0.03% | +3,141 | New |
| LWM Advisory Services, LLC | 3,143 | $460.5K | 0.40% | +66+2.1% | Added |
| Old Port Advisors | 3,147 | $461.2K | 0.15% | −144−4.4% | Reduced |
| NWF Advisory Services Inc. | 3,148 | $461.3K | 0.09% | +400+14.6% | Added |
| 360 Financial, Inc. | 3,158 | $462.8K | 0.20% | −23−0.7% | Reduced |
| Pine Harbor Wealth Management, LLC | 3,164 | $463.7K | 0.35% | +3,164 | New |
| Summit Wealth & Retirement Planning, Inc. | 3,167 | $464.1K | 0.20% | +37+1.2% | Added |
| Bennett Associates Wealth Management | 3,170 | $464.5K | 0.45% | +3,170 | New |
| KilterHowling LLC | 2,940 | $464.8K | 0.35% | −1,849−38.6% | Reduced |
| Financial Network Wealth Management LLC | 3,176 | $465.0K | 0.20% | −25−0.8% | Reduced |
| OmniStar Financial Group, Inc. | 3,173 | $465.1K | 0.58% | −174−5.2% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 3,174 | $465.1K | 0.16% | −150−4.5% | Reduced |
| Flaharty Asset Management, LLC | 3,185 | $466.7K | 0.07% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,201 | $469.1K | 0.10% | +31+1.0% | Added |
| Bullseye Investment Management, LLC | 3,201 | $469.1K | 0.30% | +306+10.6% | Added |
| Reuter James Wealth Management, LLC | 3,207 | $470.0K | 0.32% | −60−1.8% | Reduced |
| Cape Investment Advisory, Inc. | 3,213 | $470.8K | 0.23% | +129+4.2% | Added |
| Orca Investment Management, LLC | 3,240 | $474.8K | 0.46% | −96−2.9% | Reduced |
| Obsidian Personal Planning Solutions LLC | 3,250 | $476.3K | 0.36% | +346+11.9% | Added |
| Osher Van de Voorde Investment Management | 3,250 | $476.3K | 0.10% | +3,250 | New |
| D. Scott Neal, Inc. | 3,260 | $477.7K | 0.43% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 3,268 | $478.9K | 0.35% | −25−0.8% | Reduced |
| LM Advisors LLC | 3,271 | $479.4K | 0.10% | +3,271 | New |
| Professional Financial Advisors, LLC | 3,272 | $479.4K | 0.16% | +7+0.2% | Added |
| Fox Hill Wealth Management | 3,272 | $479.5K | 0.37% | +3,272 | New |
| PAX Financial Group, LLC | 3,023 | $479.6K | 0.10% | +36+1.2% | Added |
| Garner Asset Management Corp | 3,039 | $480.5K | 0.24% | −290−8.7% | Reduced |
| Fiducient Advisors LLC | 3,293 | $482.6K | 0.09% | +1,330+67.8% | Added |
| Northstar Advisory Group, LLC | 3,300 | $483.5K | 0.29% | −1,201−26.7% | Reduced |
| Focused Wealth Management, Inc | 3,307 | $484.6K | 0.08% | +17+0.5% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 3,312 | $485.3K | 0.37% | +3,312 | New |
| Monterey Private Wealth, Inc. | 3,314 | $485.7K | 0.22% | +7+0.2% | Added |
| Princeton Capital Management LLC | 3,315 | $485.8K | 0.20% | −36−1.1% | Reduced |
| West Wealth Group, LLC | 3,331 | $488.1K | 0.19% | −17−0.5% | Reduced |
| Savior LLC | 3,334 | $488.6K | 2.56% | +4+0.1% | Added |
| Carl P. Sherr & Co., LLC | 3,336 | $488.9K | 0.30% | −14−0.4% | Reduced |
| Renaissance Investment Group LLC | 3,336 | $488.9K | 0.12% | +27+0.8% | Added |
| Beacon Bridge Wealth Partners, LLC | 3,339 | $489.3K | 0.24% | 00.0% | Unchanged |
| Vista Investment Management | 3,355 | $491.7K | 0.23% | −15−0.4% | Reduced |
| Principal Street Partners, LLC | 3,358 | $492.1K | 0.12% | −3,434−50.6% | Reduced |
| Seven Mile Advisory | 3,360 | $492.4K | 0.43% | −135−3.9% | Reduced |
| Montag & Caldwell, LLC | 3,363 | $492.8K | 0.09% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 3,363 | $492.8K | 0.37% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,362 | $493.0K | 0.08% | +45+1.4% | Added |
| Laraway Financial Inc | 3,370 | $493.8K | 0.47% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 3,375 | $494.6K | 0.39% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 3,383 | $495.7K | 0.20% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,386 | $496.2K | 0.04% | −368−9.8% | Reduced |
| Skyline Advisors, Inc. | 3,391 | $496.9K | 0.24% | +3,391 | New |
| SRS Capital Advisors, Inc. | 3,398 | $498.0K | 0.06% | −127−3.6% | Reduced |
| LVZ Advisors, Inc. | 3,398 | $498.0K | 0.07% | −150−4.2% | Reduced |
| Mendel Capital Management LLC | 3,405 | $499.0K | 0.36% | +149+4.6% | Added |
| Empirical Asset Management, LLC | 3,406 | $499.1K | 0.41% | +53+1.6% | Added |
| Jentner Corp | 3,408 | $499.3K | 0.19% | +9+0.3% | Added |
| ABLE Financial Group, LLC | 3,409 | $499.5K | 0.22% | −49−1.4% | Reduced |
| Omnia Family Wealth, LLC | 3,412 | $500.0K | 0.26% | 00.0% | Unchanged |
| Options Solutions, LLC | 3,414 | $500.3K | 0.53% | +914+36.6% | Added |
| Lavaca Capital LLC | 3,417 | $500.7K | 0.31% | −2,325−40.5% | Reduced |
| 1858 Wealth Management, LLC | 3,420 | $501.2K | 0.48% | +3,420 | New |
| Compass Financial Group, INC | 3,429 | $502.5K | 0.13% | +6+0.2% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 3,367 | $502.7K | 0.33% | +46+1.4% | Added |
| Nvest Financial, LLC | 3,431 | $502.8K | 0.40% | +52+1.5% | Added |
| MPS Loria Financial Planners, LLC | 3,438 | $503.8K | 0.18% | +10+0.3% | Added |
| Hubbell Strickland Wealth Management, LLC | 3,441 | $504.3K | 0.28% | −697−16.8% | Reduced |
| Prosperity Financial Group, Inc. | 3,453 | $505.9K | 0.35% | −10−0.3% | Reduced |
| Summit Wealth Partners, LLC | 3,454 | $506.2K | 0.12% | +7+0.2% | Added |
| WestHill Financial Advisors, Inc. | 3,460 | $507.1K | 0.13% | +240+7.5% | Added |
| Clarus Group, Inc. | 3,462 | $507.3K | 0.38% | −1,849−34.8% | Reduced |
| Cook Wealth Management Group LLC | 3,343 | $508.5K | 0.32% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 3,478 | $509.7K | 0.39% | +3,478 | New |
| Stephens Consulting, LLC | 3,478 | $509.7K | 0.17% | +723+26.2% | Added |
| Sara-Bay Financial | 3,484 | $510.5K | 0.25% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 3,491 | $511.5K | 0.38% | +17+0.5% | Added |
| Pingora Partners LLC | 3,497 | $512.5K | 0.45% | +3,497 | New |
| Key Client Fiduciary Advisors, LLC | 3,499 | $512.7K | 0.30% | −119−3.3% | Reduced |
| East Coast Asset Management, LLC. | 3,508 | $514.0K | 0.21% | −199−5.4% | Reduced |
| FMA Wealth Management, LLC | 3,510 | $514.4K | 0.47% | +3,510 | New |
| Foyston, Gordon, & Payne Inc | 3,532 | $517.6K | 0.13% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,533 | $517.7K | 0.22% | +1,097+45.0% | Added |
| Smith & Howard Wealth Management, LLC | 3,534 | $517.9K | 0.18% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 3,536 | $518.2K | 0.10% | −129−3.5% | Reduced |
| Warren Street Wealth Advisors, LLC | 3,542 | $519.0K | 0.29% | −492−12.2% | Reduced |