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 |
|---|---|---|---|---|---|
| Auour Investments LLC | 3,373 | $519.4K | 0.20% | 00.0% | Unchanged |
| Rebalance, LLC | 3,546 | $519.6K | 0.05% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 3,563 | $522.1K | 0.04% | +140+4.1% | Added |
| Mathes Company, Inc. | 3,566 | $523.0K | 0.22% | 00.0% | Unchanged |
| Riverview Trust Co | 3,569 | $523.0K | 0.53% | −264−6.9% | Reduced |
| First Citizens Financial Corp | 3,581 | $524.8K | 0.34% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 3,583 | $525.1K | 0.09% | +182+5.4% | Added |
| Helen Stephens Group, LLC | 3,584 | $525.2K | 0.24% | +2+0.1% | Added |
| FSA Wealth Management LLC | 3,604 | $528.0K | 0.25% | +15+0.4% | Added |
| 49 Wealth Management, LLC | 3,606 | $528.5K | 0.14% | +3,606 | New |
| Engrave Wealth Partners LLC | 3,619 | $530.3K | 0.15% | +204+6.0% | Added |
| Plato Investment Management Ltd | 3,620 | $530.5K | 0.65% | +3,620 | New |
| Maia Wealth LLC | 3,630 | $531.9K | 0.21% | +3,630 | New |
| Tradition Wealth Management, LLC | 3,634 | $532.0K | 0.06% | +34+0.9% | Added |
| Ellsworth Advisors, LLC | 3,636 | $532.9K | 0.17% | +12+0.3% | Added |
| National Philanthropic Trust | 3,656 | $535.8K | 0.01% | +3,656 | New |
| Pathway Financial Advisors LLC | 3,659 | $536.2K | 0.15% | +14+0.4% | Added |
| Round Rock Advisors, LLC | 3,659 | $536.2K | 0.14% | +34+0.9% | Added |
| Capital Market Strategies LLC | 3,659 | $536.3K | 0.47% | −216−5.6% | Reduced |
| Pettinga Financial Advisors, LLC | 3,660 | $536.3K | 0.14% | +285+8.4% | Added |
| Mosley Wealth Management | 3,665 | $537.1K | 0.53% | +3,665 | New |
| FSB Premier Wealth Management, Inc. | 3,672 | $538.0K | 0.27% | −56−1.5% | Reduced |
| Chiron Capital Management, LLC | 3,675 | $538.5K | 0.47% | 00.0% | Unchanged |
| Elgethun Capital Management | 3,675 | $538.8K | 0.15% | +15+0.4% | Added |
| Williamson Legacy Group, LLC | 3,678 | $538.9K | 0.50% | +3,678 | New |
| Capital Advisors, Ltd. LLC | 3,681 | $539.0K | 0.08% | +11+0.3% | Added |
| Angeles Wealth Management, LLC | 3,683 | $539.7K | 0.07% | −485−11.6% | Reduced |
| Lesa Sroufe & Co | 3,685 | $540.0K | 0.55% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 3,637 | $540.9K | 0.33% | −3−0.1% | Reduced |
| Ami Investment Management Inc | 3,693 | $541.2K | 0.22% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 3,697 | $541.8K | 0.22% | −7−0.2% | Reduced |
| S. R. Schill & Associates | 3,697 | $541.8K | 0.24% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 3,702 | $542.5K | 0.25% | +2,316+167.1% | Added |
| Ballast Advisors LLC | 3,707 | $543.2K | 0.20% | −912−19.7% | Reduced |
| Avondale Wealth Management | 3,710 | $543.7K | 0.44% | −23−0.6% | Reduced |
| Johnson Bixby & Associates, LLC | 3,713 | $544.1K | 0.10% | −40−1.1% | Reduced |
| Calton & Associates, Inc. | 3,713 | $544.1K | 0.22% | +1,844+98.7% | Added |
| E Fund Management Co., Ltd. | 3,715 | $544.4K | 0.03% | +36+1.0% | Added |
| Aviso Wealth Management | 3,720 | $545.1K | 0.40% | +3,720 | New |
| Holland Advisory Services, Inc. | 3,729 | $546.5K | 0.63% | +20+0.5% | Added |
| Acorn Financial Advisory Services Inc | 3,737 | $547.8K | 0.10% | −46−1.2% | Reduced |
| Connective Portfolio Management, LLC | 3,760 | $551.0K | 1.12% | 00.0% | Unchanged |
| WFA Asset Management Corp | 3,767 | $552.0K | 0.30% | +23+0.6% | Added |
| Sax Wealth Advisors, LLC | 3,773 | $552.9K | 0.09% | +643+20.5% | Added |
| Emerald Advisors, LLC | 3,775 | $553.2K | 0.11% | +65+1.8% | Added |
| AFS Financial Group, LLC | 3,778 | $553.7K | 0.52% | −7,262−65.8% | Reduced |
| Clear Creek Financial Management, LLC | 3,780 | $553.9K | 0.09% | −1,081−22.2% | Reduced |
| Hayek Kallen Investment Management | 3,781 | $554.0K | 0.23% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 3,789 | $555.2K | 0.14% | −73−1.9% | Reduced |
| Adalta Capital Management LLC | 3,790 | $555.4K | 0.34% | −15−0.4% | Reduced |
| Bouchey Financial Group Ltd | 3,792 | $555.6K | 0.06% | −53−1.4% | Reduced |
| Castleark Management LLC | 3,800 | $556.9K | 0.02% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 3,806 | $557.7K | 0.22% | +1,098+40.5% | Added |
| Newbridge Financial Services Group, Inc. | 3,807 | $557.9K | 0.27% | −100−2.6% | Reduced |
| Blue Zone Wealth Advisors, LLC | 3,809 | $558.2K | 0.22% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 3,816 | $559.2K | 0.13% | 00.0% | Unchanged |
| Covenant Partners, LLC | 3,820 | $559.8K | 0.18% | −87−2.2% | Reduced |
| Resolute Wealth Strategies, LLC | 3,820 | $559.8K | 0.38% | −172−4.3% | Reduced |
| Wellspring Financial Advisors, LLC | 3,839 | $562.5K | 0.14% | +194+5.3% | Added |
| Punch & Associates Investment Management, Inc. | 3,839 | $562.6K | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 3,842 | $563.0K | 0.39% | +34+0.9% | Added |
| Liberty Capital Management, Inc. | 3,843 | $563.2K | 0.15% | +16+0.4% | Added |
| Bay Rivers Group | 3,844 | $563.3K | 0.35% | 00.0% | Unchanged |
| AXS Investments LLC | 3,847 | $563.7K | 0.14% | −484−11.2% | Reduced |
| Quantum Financial Advisors, LLC | 3,849 | $564.0K | 0.14% | −1,389−26.5% | Reduced |
| CKW Financial Group | 3,848 | $564.0K | 0.08% | +10.0% | Added |
| Cherry Tree Wealth Management, LLC | 3,853 | $564.6K | 0.15% | −31−0.8% | Reduced |
| SJS Investment Consulting Inc. | 3,857 | $565.3K | 0.13% | +147+4.0% | Added |
| Prentice Wealth Management LLC | 3,875 | $567.8K | 0.22% | +359+10.2% | Added |
| Premier Fund Managers Ltd | 3,900 | $568.0K | 0.02% | −67,300−94.5% | Reduced |
| Seascape Capital Management | 3,878 | $568.0K | 0.24% | −19−0.5% | Reduced |
| Windsor Advisory Group, LLC | 3,876 | $568.0K | 1.69% | −1,316−25.3% | Reduced |
| Private Capital Management LLC | 3,878 | $568.3K | 0.14% | +334+9.4% | Added |
| Pacific Sage Partners, LLC | 3,883 | $569.0K | 0.16% | +50+1.3% | Added |
| Masso Torrence Wealth Management Inc. | 3,892 | $570.3K | 0.39% | +325+9.1% | Added |
| Callan Family Office, LLC | 3,894 | $570.6K | 0.14% | +103+2.7% | Added |
| Legacy Capital Group California, Inc. | 3,897 | $571.1K | 0.22% | +190+5.1% | Added |
| Three Bridge Wealth Advisors, LLC | 3,904 | $572.1K | 0.20% | −249−6.0% | Reduced |
| Planned Solutions, Inc. | 3,916 | $573.8K | 0.27% | +2+0.1% | Added |
| Kooman & Associates | 3,919 | $574.3K | 0.26% | −23−0.6% | Reduced |
| Schrum Private Wealth Management LLC | 3,924 | $574.9K | 0.82% | −1,511−27.8% | Reduced |
| McClarren Financial Advisors, Inc. | 3,936 | $577.0K | 0.44% | +15+0.4% | Added |
| One Charles Private Wealth Services, LLC | 3,945 | $578.1K | 0.31% | −48−1.2% | Reduced |
| Shufro Rose & Co LLC | 3,964 | $578.2K | 0.06% | +500+14.4% | Added |
| BCJ Capital Management, LLC | 3,950 | $578.8K | 0.05% | +664+20.2% | Added |
| Mason Investment Advisory Services, Inc. | 3,952 | $579.1K | 0.04% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 3,955 | $579.6K | 0.41% | −118−2.9% | Reduced |
| Montis Financial, LLC | 3,960 | $580.3K | 0.35% | +53+1.4% | Added |
| Insight 2811, Inc. | 3,961 | $580.4K | 0.32% | −120−2.9% | Reduced |
| Sovereign Financial Group, Inc. | 3,964 | $580.9K | 0.18% | +224+6.0% | Added |
| ERn Financial, LLC | 3,926 | $581.6K | 0.11% | +2,112+116.4% | Added |
| Frazier Financial Advisors, LLC | 3,970 | $581.7K | 0.51% | +3,970 | New |
| Consolidated Planning Corp | 3,972 | $582.1K | 0.11% | −2,210−35.7% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,973 | $582.2K | 0.37% | +75+1.9% | Added |
| LaSalle St. Investment Advisors, LLC | 3,975 | $582.5K | 0.39% | −110−2.7% | Reduced |
| Rosenbaum Jay D. | 4,000 | $586.2K | 1.51% | −4,211−51.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,007 | $587.1K | 0.05% | +369+10.1% | Added |
| Private Wealth Management Group, LLC | 4,015 | $588.4K | 0.29% | +4,015 | New |
| Capital Planning Advisors, LLC | 4,017 | $588.7K | 0.11% | −285−6.6% | Reduced |
| Pacific Sun Financial Corp | 4,017 | $588.7K | 0.37% | −20−0.5% | Reduced |