Procter & Gamble (PG) Institutional Ownership

$161.24
-1.31 (-0.81%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for Procter & Gamble (NYSE:PG)

Current
Institutional Ownership
Percentage
65.77%
Number of
Institutional Buyers
(last 12 months)
2353
Total
Institutional Inflows
(last 12 months)
$57.95B
Number of
Institutional Sellers
(last 12 months)
2154
Total
Institutional Outflows
(last 12 months)
$17.38B
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PG Institutional Buying and Selling by Quarter

Procter & Gamble Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Clear Creek Financial Management LLC3,957$642K0.1%+4.7%0.000%
4/26/2024Members Trust Co6,827$1.11M0.0%+4.5%0.000%
4/26/2024Legacy Bridge LLC5,724$929K0.5%-8.0%0.000%
4/26/2024SYSTM Wealth Solutions LLC35,375$5.74M0.7%+18.2%0.001%
4/26/2024Sumitomo Life Insurance Co.71,765$11.22M0.3%+38.7%0.003%
4/26/2024First Personal Financial Services66,794$10.84M2.5%-1.2%0.003%
4/26/2024Pioneer Trust Bank N A OR51,606$8.37M2.3%+5.0%0.002%
4/26/2024Chicago Partners Investment Group LLC29,056$4.69M0.2%+1.7%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.65,032$10.55M0.2%N/A0.003%
4/26/2024Patrick M Sweeney & Associates Inc.5,266$854K0.7%+1.2%0.000%
4/26/2024Carr Financial Group Corp2,085$338K0.1%+11.4%0.000%
4/26/2024MONECO Advisors LLC15,775$2.56M0.4%+15.8%0.001%
4/26/2024TI Trust Inc.4,071$661K0.5%-5.8%0.000%
4/26/2024Sigma Investment Counselors Inc.33,626$5.46M0.3%-0.8%0.001%
4/26/2024KG&L Capital Management LLC110,228$17.88M7.1%-2.5%0.005%
4/26/2024Verdence Capital Advisors LLC49,933$8.10M0.7%-1.0%0.002%
4/26/2024Petredis Investment Advisors LLC33,399$5.42M0.6%-2.3%0.001%
4/26/2024Davies Financial Advisors Inc.7,037$1.14M1.2%N/A0.000%
4/26/2024Financial Insights Inc.3,943$640K0.2%-2.2%0.000%
4/26/2024Terra Nova Asset Management LLC1,824$296K0.2%+22.2%0.000%
4/26/2024AJ Advisors LLC6,339$1.03M0.6%-7.7%0.000%
4/26/2024Checchi Capital Advisers LLC26,506$4.30M0.3%-1.4%0.001%
4/26/2024Latitude Advisors LLC4,180$678K0.4%+5.7%0.000%
4/26/2024Tritonpoint Wealth LLC37,238$6.04M0.6%-6.1%0.002%
4/26/2024Bogart Wealth LLC52,115$8.46M0.4%-0.6%0.002%
4/25/2024Allworth Financial LP115,417$18.73M0.1%+6.2%0.005%
4/25/2024Lindbrook Capital LLC15,693$2.55M0.2%+7.2%0.001%
4/25/2024New York State Teachers Retirement System2,290,448$371.63M0.8%-5.2%0.097%
4/25/2024Cardinal Strategic Wealth Guidance4,630$751K0.3%-14.4%0.000%
4/25/2024WCM Investment Management LLC1,379$224K0.0%N/A0.000%
4/25/2024One Day In July LLC1,828$297K0.0%+15.6%0.000%
4/25/2024Lodestar Private Asset Management LLC4,458$723K0.1%-7.0%0.000%
4/25/2024Human Investing LLC2,066$335K0.1%-14.5%0.000%
4/25/2024Center for Financial Planning Inc.19,766$3.21M0.5%-0.7%0.001%
4/25/2024TRUE Private Wealth Advisors8,948$1.45M0.2%-6.1%0.000%
4/25/2024Bank of New York Mellon Corp20,914,831$3.39B0.7%-2.6%0.886%
4/25/2024Strategy Asset Managers LLC5,050$819K0.2%+8.1%0.000%
4/25/2024Borer Denton & Associates Inc.7,188$1.17M0.4%+3.8%0.000%
4/25/2024Kinneret Advisory LLC65,729$10.67M1.1%-0.3%0.003%
4/25/2024Bridges Investment Management Inc.21,507$3.49M0.1%-14.6%0.001%
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4/25/2024Osborne Partners Capital Management LLC76,203$12.36M0.8%-0.9%0.003%
4/25/2024Equitable Trust Co.37,006$6.00M0.4%+0.9%0.002%
4/25/2024Schnieders Capital Management LLC38,541$6.25M1.3%-0.2%0.002%
4/25/2024Smith Chas P & Associates PA Cpas265,212$43.03M2.6%+3.0%0.011%
4/25/2024Professional Financial Advisors LLC3,210$521K0.1%-1.9%0.000%
4/25/2024Fielder Capital Group LLC2,324$377K0.2%N/A0.000%
4/25/2024Advocate Group LLC49,857$8.09M1.6%+22.9%0.002%
4/25/2024HTLF Bank31,117$5.05M0.6%+1.1%0.001%
4/25/2024Capital Investment Advisory Services LLC33,342$5.41M0.6%-5.5%0.001%
4/25/2024Triumph Capital Management4,864$781K0.3%-30.5%0.000%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 1,020,172$165.52M0.6%-5.7%0.043%
4/25/2024Center For Asset Management LLC13,756$2.23M1.8%-0.8%0.001%
4/25/2024Benedict Financial Advisors Inc.35,212$5.71M1.4%-0.6%0.001%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund661,834$107.38M1.2%+4.0%0.028%
4/25/2024Investment Advisory Services Inc. TX ADV19,091$3.10M1.1%+3.2%0.001%
4/25/2024Armor Investment Advisors LLC11,365$1.84M0.9%+1.2%0.000%
4/25/2024Aaron Wealth Advisors LLC13,904$2.26M0.3%+35.9%0.001%
4/25/2024Eudaimonia Partners LLC24,551$3.98M0.9%-1.1%0.001%
4/25/2024 Valeo Financial Advisors LLC1,174,417$190.55M6.0%+1,181.8%0.050%
4/25/2024Eudaimonia Advisors LLC5,496$892K0.5%-4.3%0.000%
4/25/2024WestHill Financial Advisors Inc.3,190$518K0.1%-7.8%0.000%
4/25/2024Smallwood Wealth Investment Management LLC9,734$1.58M1.2%+2.4%0.000%
4/25/2024Peterson Financial Group Inc.15,438$2.51M1.4%+30.5%0.001%
4/25/2024Telos Capital Management Inc.112,111$18.19M2.1%-0.7%0.005%
4/25/2024Argus Investors Counsel Inc.9,244$1.50M0.9%-7.0%0.000%
4/25/2024Cascade Investment Advisors Inc.1,286$209K0.1%N/A0.000%
4/25/2024 IFG Advisors LLC2,079$337K0.1%-3.8%0.000%
4/25/2024 Freedom Day Solutions LLC10,053$1.63M0.6%-2.0%0.000%
4/25/2024 IAG Wealth Partners LLC270$44K0.0%+76.5%0.000%
4/25/2024 Summit Financial LLC21,339$3.46M0.2%-4.1%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.627,247$101.77M0.4%-1.2%0.027%
4/24/2024 Private Trust Co. NA50,532$8.20M0.9%-1.9%0.002%
4/24/2024 Krilogy Financial LLC14,632$2.37M0.2%-10.3%0.001%
4/24/2024 Patton Albertson Miller Group LLC22,998$3.73M0.6%-2.0%0.001%
4/24/2024 Zhang Financial LLC24,223$3.93M0.3%+0.4%0.001%
4/24/2024 Family Legacy Inc.26,794$4.35M1.6%+1.3%0.001%
4/24/2024 CENTRAL TRUST Co210,851$34.21M0.9%-1.0%0.009%
4/24/2024 V Square Quantitative Management LLC43,202$7.01M1.2%+29.0%0.002%
4/24/2024 1900 Wealth Management LLC4,538$736K0.1%-33.4%0.000%
4/24/2024 Activest Wealth Management307$50K0.0%-32.5%0.000%
4/24/2024 Oxler Private Wealth LLC2,357$382K0.1%+21.9%0.000%
4/24/2024 Berkshire Bank32,626$5.29M1.3%-8.7%0.001%
4/24/2024 Newbridge Financial Services Group Inc.2,916$473K0.2%-23.4%0.000%
4/24/2024 Fulcrum Equity Management2,474$401K0.5%+10.5%0.000%
4/24/2024 Pegasus Partners Ltd.13,513$2.19M0.2%-3.4%0.001%
4/24/2024 Adams Diversified Equity Fund Inc.226,849$36.81M1.3%-13.2%0.010%
4/24/2024 Premier Path Wealth Partners LLC9,322$1.51M0.3%-6.0%0.000%
4/24/2024 Acorn Creek Capital LLC2,129$345K0.2%-66.1%0.000%
4/24/2024 Trinity Legacy Partners LLC32,810$5.32M1.6%-5.1%0.001%
4/24/2024 Zullo Investment Group Inc.15,216$2.47M1.2%+0.6%0.001%
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4/24/2024 HMS Capital Management LLC9,475$1.54M0.9%-4.0%0.000%
4/24/2024 Sightline Wealth Advisors LLC1,378$224K0.1%N/A0.000%
4/24/2024 Hartford Financial Management Inc.32,028$5.20M1.1%+0.4%0.001%
4/24/2024 Round Rock Advisors LLC3,564$578K0.1%-2.6%0.000%
4/24/2024 Marino Stram & Associates LLC19,598$3.18M0.8%-0.7%0.001%
4/24/2024 Dakota Wealth Management87,102$14.13M0.4%+24.1%0.004%
4/24/2024 Eastover Investment Advisors LLC42,177$6.84M3.4%-1.6%0.002%
4/24/2024 Harvey Investment Co. LLC48,166$7.82M0.9%-0.1%0.002%
4/24/2024 Smith Anglin Financial LLC5,320$863K0.1%-38.7%0.000%
4/24/2024 Simplicity Wealth LLC109,138$17.71M0.4%+1,050.2%0.005%
(Data available from 1/1/2016 forward)

PG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PG shares?

During the previous two years, 3,798 institutional investors and hedge funds held shares of Procter & Gamble. The most heavily invested institutionals were Aspire Private Capital LLC ($93.53B), Vanguard Group Inc. ($32.96B), BlackRock Inc. ($24.03B), State Street Corp ($15.65B), Geode Capital Management LLC ($6.83B), Morgan Stanley ($6.53B), and Wellington Management Group LLP ($5.03B).Learn more on PG's institutional investors.

What percentage of Procter & Gamble stock is owned by institutional investors?

65.77% of Procter & Gamble stock is owned by institutional investors. Learn more on PG's institutional investor holdings.

Which institutional investors have been buying Procter & Gamble stock?

Of the 3,287 institutional investors that purchased Procter & Gamble stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($252.85M), Norges Bank ($27.00M), Price T Rowe Associates Inc. MD ($12.01M), Cerity Partners LLC ($5.77M), Fisher Asset Management LLC ($5.41M), Vanguard Group Inc. ($5.02M), and Bank of Montreal Can ($4.86M).

How much institutional buying is happening at Procter & Gamble?

Institutional investors have bought a total of 477,341,123 shares in the last 24 months. This purchase volume represents approximately $71.42B in transactions.

Which Procter & Gamble major shareholders have been selling company stock?

Of the 2,794 institutional investors that sold Procter & Gamble stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($40.07M), Magellan Asset Management Ltd ($9.33M), Assenagon Asset Management S.A. ($6.17M), Price T Rowe Associates Inc. MD ($5.61M), FMR LLC ($5.03M), BlackRock Inc. ($5.02M), and GQG Partners LLC ($4.24M).

How much institutional selling is happening at Procter & Gamble?

Institutional investors have sold a total of 217,067,314 shares in the last 24 months. This volume of shares sold represents approximately $31.91B in transactions.


This page (NYSE:PG) was last updated on 4/26/2024 by MarketBeat.com Staff

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