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, Q1 2024
Institutional positions in Procter & Gamble Co as of Mar 31, 2024. 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
- 3,657
- +116 vs. Q4 2023
- Shares held
- 1.58B
- +31.8M (+2.1%) vs. Q4 2023
- Total value
- $254.9B
- +$29.0B (+12.8%) vs. Q4 2023
- New holders
- 233
- 1,396 more added
- Sold out
- 117
- 1,644 more reduced
46 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Procter & Gamble Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lockerman Financial Group, Inc. | 4,047 | $656.6K | 1.26% | +9+0.2% | Added |
| Strategic Advocates LLC | 4,047 | $656.7K | 0.25% | +2,135+111.7% | Added |
| Garrett Wealth Advisory Group, LLC | 4,051 | $657.3K | 0.27% | +19+0.5% | Added |
| Forte Capital LLC | 4,053 | $657.6K | 0.08% | −39−1.0% | Reduced |
| One Charles Private Wealth Services, LLC | 4,061 | $658.9K | 0.29% | +116+2.9% | Added |
| Heartwood Wealth Advisors LLC | 4,069 | $660.2K | 0.08% | 00.0% | Unchanged |
| Ti-Trust, Inc | 4,071 | $660.5K | 0.49% | −250−5.8% | Reduced |
| Ruggaard & Associates LLC | 4,071 | $660.5K | 0.31% | −7−0.2% | Reduced |
| Warren Street Wealth Advisors, LLC | 4,072 | $660.6K | 0.33% | +530+15.0% | Added |
| Five Oceans Advisors | 4,081 | $662.1K | 0.34% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 4,081 | $662.1K | 0.12% | +64+1.6% | Added |
| Cypress Wealth Services, LLC | 4,086 | $662.9K | 0.15% | +297+7.8% | Added |
| Waterway Wealth Management, LLC | 4,086 | $663.0K | 0.29% | +4,086 | New |
| BluePath Capital Management, LLC | 4,088 | $663.3K | 0.51% | +2,596+174.0% | Added |
| AXS Investments LLC | 4,096 | $664.6K | 0.16% | +249+6.5% | Added |
| Walleye Trading LLC | 4,096 | $664.6K | 0.01% | +4,096 | New |
| Relative Value Partners Group, LLC | 4,234 | $665.3K | 0.04% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4,270 | $665.9K | 0.14% | −265−5.8% | Reduced |
| Wedge Capital Management L L P | 4,113 | $667.3K | 0.01% | −160−3.7% | Reduced |
| Prosperity Financial Group, Inc. | 4,114 | $667.5K | 0.41% | +661+19.1% | Added |
| Sivia Capital Partners, LLC | 4,138 | $671.4K | 0.46% | +61+1.5% | Added |
| SOA Wealth Advisors, LLC. | 4,142 | $672.0K | 0.14% | −99−2.3% | Reduced |
| Consolidated Planning Corp | 4,144 | $672.4K | 0.11% | +172+4.3% | Added |
| Sterling Investment Counsel, LLC | 4,144 | $672.4K | 0.31% | −169−3.9% | Reduced |
| Campbell Newman Asset Management Inc | 4,150 | $673.3K | 0.05% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 4,157 | $674.5K | 0.13% | −13,541−76.5% | Reduced |
| Citadel Investment Advisory, Inc. | 4,162 | $675.0K | 0.38% | −50−1.2% | Reduced |
| Rocky Mountain Advisers, LLC | 4,161 | $675.2K | 0.21% | −24−0.6% | Reduced |
| Bordeaux Wealth Advisors LLC | 4,164 | $675.6K | 0.22% | −1,261−23.2% | Reduced |
| Tacita Capital Inc | 4,168 | $676.3K | 0.47% | 00.0% | Unchanged |
| GSG Advisors LLC | 4,334 | $676.7K | 0.25% | +57+1.3% | Added |
| Boyd Wealth Management, LLC | 4,175 | $677.4K | 0.39% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 4,178 | $678.0K | 0.07% | −9,141−68.6% | Reduced |
| Invenio Wealth Partners LLC | 4,179 | $678.0K | 0.37% | +47+1.1% | Added |
| Latitude Advisors, LLC | 4,180 | $678.3K | 0.42% | +225+5.7% | Added |
| Guidance Point Advisors, LLC | 4,181 | $678.4K | 0.22% | +48+1.2% | Added |
| Winton Group Ltd | 4,184 | $678.9K | 0.05% | +4,184 | New |
| Perfromance Wealth Partners, LLC | 4,187 | $679.3K | 0.03% | −487−10.4% | Reduced |
| AlphaCore Capital LLC | 4,188 | $679.5K | 0.18% | +64+1.6% | Added |
| Traphagen Investment Advisors LLC | 4,191 | $680.1K | 0.07% | −25−0.6% | Reduced |
| Altus Wealth Group LLC | 4,196 | $680.8K | 0.34% | −25−0.6% | Reduced |
| MKT Advisors LLC | 4,331 | $680.9K | 0.37% | −4,802−52.6% | Reduced |
| Frazier Financial Advisors, LLC | 4,197 | $681.0K | 0.56% | +227+5.7% | Added |
| Brand Asset Management Group, Inc. | 4,204 | $682.0K | 0.29% | −604−12.6% | Reduced |
| Guerra Pan Advisors, LLC | 4,208 | $682.7K | 0.63% | −79−1.8% | Reduced |
| Optimum Investment Advisors | 4,212 | $683.4K | 0.31% | −250−5.6% | Reduced |
| Baker Avenue Asset Management, LP | 4,235 | $687.1K | 0.03% | −1,207−22.2% | Reduced |
| Legacy Trust | 4,240 | $687.9K | 0.17% | −1,044−19.8% | Reduced |
| Texas Capital Bancshares Inc | 4,248 | $689.2K | 0.31% | −892−17.4% | Reduced |
| Adams Asset Advisors, LLC | 4,250 | $689.6K | 0.09% | 00.0% | Unchanged |
| MTM Financial Group, LLC | 4,254 | $690.2K | 0.46% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,260 | $691.2K | 0.31% | −100−2.3% | Reduced |
| Objective Capital Management, LLC | 4,261 | $691.4K | 0.47% | −636−13.0% | Reduced |
| GW Henssler & Associates Ltd | 4,268 | $692.5K | 0.04% | −50,576−92.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 4,269 | $692.6K | 0.20% | +7+0.2% | Added |
| Lederer & Associates Investment Counsel | 4,280 | $694.0K | 0.48% | −290−6.3% | Reduced |
| Barry Investment Advisors, LLC | 4,280 | $694.6K | 0.23% | −152−3.4% | Reduced |
| Compass Ion Advisors, LLC | 4,283 | $694.9K | 0.10% | −18−0.4% | Reduced |
| Fountainhead AM, LLC | 4,286 | $695.4K | 0.17% | −566−11.7% | Reduced |
| Jacobsen Capital Management | 4,287 | $695.6K | 0.32% | −8−0.2% | Reduced |
| Frisch Financial Group, Inc. | 4,287 | $696.0K | 0.23% | −60−1.4% | Reduced |
| TSFG, LLC | 4,294 | $697.0K | 0.18% | +166+4.0% | Added |
| Westside Investment Management, Inc. | 4,303 | $697.7K | 0.17% | −211−4.7% | Reduced |
| Waycross Partners, LLC | 4,309 | $699.1K | 0.12% | 00.0% | Unchanged |
| Certified Advisory Corp | 4,312 | $699.6K | 0.10% | −459−9.6% | Reduced |
| Stone Point Wealth LLC | 4,313 | $699.8K | 0.24% | −10.0% | Reduced |
| Watts Gwilliam & Co., LLC | 4,227 | $700.6K | 0.22% | +4,227 | New |
| Veracity Capital LLC | 4,355 | $706.6K | 0.27% | +15+0.3% | Added |
| Carolinas Wealth Consulting LLC | 71,770 | $709.5K | 0.14% | −21,305−22.9% | Reduced |
| Acorn Wealth Advisors, LLC | 4,392 | $712.6K | 0.37% | −44−1.0% | Reduced |
| PSI Advisors, LLC | 4,392 | $712.6K | 0.26% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 4,395 | $713.1K | 0.07% | +170+4.0% | Added |
| Cherry Creek Investment Advisors, Inc. | 4,396 | $713.2K | 0.39% | +26+0.6% | Added |
| Bullock Wealth Management Group | 4,445 | $713.8K | 0.48% | +4,445 | New |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,400 | $713.9K | 0.20% | −30−0.7% | Reduced |
| Bienville Capital Management, LLC | 4,408 | $715.2K | 0.22% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 4,419 | $717.0K | 0.40% | +22+0.5% | Added |
| Retirement Planning Group | 4,424 | $717.9K | 0.05% | +133+3.1% | Added |
| Birchbrook, Inc. | 4,425 | $718.0K | 0.43% | −92−2.0% | Reduced |
| Altfest L J & Co Inc | 4,423 | $718.0K | 0.10% | +251+6.0% | Added |
| Shakespeare Wealth Management, Inc. | 4,432 | $719.1K | 0.21% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 4,433 | $719.2K | 0.19% | −22−0.5% | Reduced |
| First National Bank Sioux Falls | 4,436 | $719.7K | 0.39% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4,439 | $720.2K | 0.15% | +29+0.7% | Added |
| Financial Engines Advisors L.L.C. | 4,442 | $720.8K | 0.00% | −669−13.1% | Reduced |
| Sax Wealth Advisors, LLC | 4,444 | $721.0K | 0.08% | +671+17.8% | Added |
| Abacus Planning Group, Inc. | 4,451 | $722.2K | 0.14% | −585−11.6% | Reduced |
| FSM Wealth Advisors, LLC | 4,452 | $722.3K | 0.26% | −179−3.9% | Reduced |
| Lantz Financial LLC | 4,452 | $722.4K | 0.23% | +82+1.9% | Added |
| Lodestar Private Asset Management LLC | 4,458 | $723.2K | 0.10% | −334−7.0% | Reduced |
| Ade, LLC | 4,462 | $724.0K | 0.48% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 4,511 | $724.4K | 0.16% | +905+25.1% | Added |
| Sandy Cove Advisors, LLC | 4,474 | $726.0K | 0.33% | +2,001+80.9% | Added |
| Brown Capital Management LLC | 4,481 | $727.0K | 0.01% | 00.0% | Unchanged |
| Dopkins Wealth Management, LLC | 4,481 | $727.0K | 0.44% | +4,481 | New |
| Aveo Capital Partners, LLC | 4,426 | $727.9K | 0.08% | +211+5.0% | Added |
| Quadrant Private Wealth Management, LLC | 4,492 | $728.8K | 0.18% | −280−5.9% | Reduced |
| America First Investment Advisors, LLC | 4,492 | $728.8K | 0.18% | 00.0% | Unchanged |
| X-Square Capital, LLC | 4,467 | $729.0K | 0.35% | −72−1.6% | Reduced |
| Acropolis Investment Management, LLC | 4,495 | $729.3K | 0.05% | −784−14.9% | Reduced |