PG · Company research
Procter & Gamble Company (PG): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableEnergy
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 242195 | 35186090000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44646 | 6486171000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6842 | 994006 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2074039 | 300756415 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pachira Investments Inc. | 1563634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1876 | 275130 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| LYNX CAPITAL GROUP LTD /ADV | 1013287 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20900 | 3064883 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Kestra Investment Management, LLC | 1962449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10470 | 1535304 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Greenspring Advisors, LLC | 1922200 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6991 | 1025182 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 1737090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16187 | 2373661 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Kera Capital Partners, Inc. | 2040353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3685 | 540368 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BLODGETT WEALTH ADVISORS, LLC | 1907826 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6320 | 926765 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1096066 | 160727249 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Targeted Financial Services LLC | 1758288 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1847 | 270738 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Karani Asset Management LLC | 1792430 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6820 | 1000085 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2000 | 293280 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Shelter Mutual Insurance Co | 1455288 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59695 | 8753675 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| F/m Investments LLC | 1834499 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14861 | 2179343 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| NORTHEAST INVESTMENT MANAGEMENT | 1082215 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89433 | 13114425 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Washington Trust Bank | 861787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 177520 | 26031533 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BRAUN STACEY ASSOCIATES INC | 872080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155687 | 22829942 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Violich Capital Management, Inc. | 1326766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19564 | 2868865 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| DDD Partners, LLC | 1729673 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3893 | 570870 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Rodgers Brothers Inc. | 1397290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118433 | 17366949 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Forum Private Client Group LLC | 1910636 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1714 | 251395 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AM INVESTMENT STRATEGIES LLC | 1818897 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1662 | 244 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Americana Partners, LLC | 1797678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76659 | 11241334 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| GENTRY PRIVATE WEALTH, LLC | 2022634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2799 | 410445 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| NI ACQUISITIONS COMPANY, LLC | 2148757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1184 | 173622 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WBH ADVISORY INC | 1259671 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27645 | 4053902 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Prudent Man Advisors, LLC | 1817174 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8054 | 1181039 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Pinnacle West Asset Management, Inc. | 1975730 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6185 | 907 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Investmark Advisory Group LLC | 1926349 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26731 | 3919835 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1132348 | 166047511 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bayforest Capital Ltd | 2048423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 1906 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| RIVERBRIDGE PARTNERS LLC | 1112325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14204 | 2082875 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Moisand Fitzgerald Tamayo, LLC | 1649107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 819 | 120099 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Aljian Capital Management, LLC | 1731260 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7542 | 1106029 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| DELTA FINANCIAL ADVISORS LLC | 1790295 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36294 | 5322222 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CFO4Life Group, LLC | 1706351 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16166 | 2370582 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CITIZENS FINANCIAL GROUP INC/RI | 759944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400577 | 58740674 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Elser Financial Planning, Inc | 2028202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4481 | 657071 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Enclave Advisors LLC | 1836110 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3314 | 486033 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4179 | 612098 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UNIVEST FINANCIAL Corp | 102212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21341 | 3129408 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| OneAscent Family Office, LLC | 2055812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6117 | 897000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| OneAscent Wealth Management LLC | 1844707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1443 | 211602 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Redmond Asset Management, LLC | 1567890 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16707 | 2449914 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Presper Financial Architects, LLC | 2066674 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4225 | 619508 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Talbot Financial, LLC | 1966180 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 104075 | 15261554 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Mawer Investment Management Ltd. | 1538449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 784529 | 115043333 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5615 | 823384 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Align Financial, LLC | 2089183 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1537 | 225386 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Williams Jones Wealth Management, LLC. | 1788587 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45548 | 6679201 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 123463 | 18104614 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| IVC Wealth Advisors LLC | 1842811 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1402 | 205589 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 949012 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 232744 | 34129609 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Bleakley Financial Group, LLC | 1936953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85827 | 12585637 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BALDWIN WEALTH PARTNERS LLC/MA | 1021258 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40645 | 5960183 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MOGY JOEL R INVESTMENT COUNSEL INC | 1126735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34786 | 5100961 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Investors Portfolio Services LLC | 2073833 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37 | 5446 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| 10Elms LLP | 2056650 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165 | 24196 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EARNED WEALTH ADVISORS, LLC | 1905663 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16250 | 2382845 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Y.D. More Investments Ltd | 1870364 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1800 | 263952 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| New Covenant Trust Company, N.A. | 2023097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3199 | 469101 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Partnership Wealth Management, LLC | 2010656 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6078 | 891212 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 392772 | 57596095 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Centennial Wealth Advisory LLC | 1839421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4304 | 631327 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| V. M. MANNING & CO., INC. | 62061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4697 | 688726 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Fiera Capital Corp | 1505817 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62284 | 9133326 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1550049 | 227299185 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 215161 | 31551209 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8737249 | 1281230193 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Eagle Wealth Advisors LLC | 2107271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3700 | 542568 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Gallagher Capital Advisors, LLC | 2034519 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1434 | 210301 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Compass Financial Group, INC/SD | 1964835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3814 | 559348 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BALLAST ADVISORS LLC | 1803415 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1693 | 248262 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Guardian Wealth Management, Inc. | 1910205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17225 | 2525875 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Optivise Advisory Services LLC | 2042876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3368 | 493876 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Sigma Planning Corp | 1449126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58305 | 8549828 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Martel Wealth Advisors LLC | 2039437 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4718 | 691882 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.