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PROCTER & GAMBLE CO

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CUSIP: 742718109 · 186 institutional holders

What the 13F Data Shows for PROCTER & GAMBLE CO

PROCTER & GAMBLE CO (CUSIP: 742718109) appears in the SEC Form 13F filings of 186 institutional investment managers as of the 2025-12-31 quarter. Together these institutions report holding 18,846,555 shares with an aggregate market value of $2887.5T. 13F filings are quarterly disclosures that managers with at least $100 million in qualifying U.S. equity assets must file with the SEC within 45 days of each quarter end, so the holdings shown here are a snapshot of positions as of 2025-12-31 — not live or current holdings.

Looking at concentration, the top five institutional holders of PROCTER & GAMBLE CO control 58% of the reported institutional shares, which makes ownership moderately concentrated — meaningful but not dominant influence from the largest holders. In the most recent quarter, 20 institutions initiated brand-new positions, 0 increased existing holdings, 1 trimmed their positions, and 34 exited entirely. Each of these actions is drawn directly from a line in a specific 13F filing that can be verified through SEC EDGAR.

Not investment advice. Every figure on this page is sourced from public SEC Form 13F filings and reflects positions as of the reporting quarter — institutional holdings can change significantly between filing dates, and 13F disclosures omit short positions, cash, non-U.S. holdings, and most derivatives. Nothing here is a recommendation to buy, sell, or hold any security. Verify current figures directly on SEC EDGAR and consult a licensed financial professional before making investment decisions based on institutional ownership data.

$2887.5T
Total Institutional Value
186
Institutional Holders
58%
Top-5 Concentration
20
New Buyers This Q

Ownership Concentration Gauge

How concentrated is institutional ownership of PROCTER & GAMBLE CO? A higher percentage means fewer institutions control more of the stock.

Expense ratio for PROCTER & GAMBLE CO — Green ≤ 0.20% (Low Cost), Yellow 0.20–0.75% (Average), Orange 0.75–1.50% (Above Avg), Red ≥ 1.50% (High Cost). Source: SEC EDGAR fund prospectus filings.

0%2.5%1.5%
Expense ratio for PROCTER & GAMBLE CO — Green ≤ 0.20% (Low Cost), Yellow 0.20–0.75% (Average), Orange 0.75–1.50% (Above Avg), Red ≥ 1.50% (High Cost). Source: SEC EDGAR fund prospectus filings.

Institutional Value

$2887.5T

Total reported holdings

Concentration Score

58%

Top-5 holder share

New Buyers

20

Latest quarter activity

Institutional Concentration 58.0%

58% of institutional shares held by top 5

Top 5 institutional holders of PROCTER & GAMBLE CO — share of total reported institutional value

No data to chart
Top 5 institutional holders of PROCTER & GAMBLE CO — share of total reported institutional value

Top Institutional Holders

# Institution Shares Value Ownership %
1 GROUPAMA ASSET MANAGMENT 539,314 $77289.1B 2.7%
2 Pacer Advisors, Inc. 231,081 $33116.2B 1.1%
3 Anchor Investment Management, LLC 50,403 $7223.2B 0.3%
4 CHELSEA COUNSEL CO 19,883 $2849.4B 0.1%
5 MidFirst Bank 14,435 $2068.7B 0.1%
6 Banque Transatlantique SA 12,523 $1793.8B 0.1%
7 Tempo Wealth, LLC 8,787 $1259.3B 0.0%
8 Cross Staff Investments Inc 7,868 $1127.6B 0.0%
9 FLOYD FINANCIAL GROUP LLC 5,612 $902323.0M 0.0%
10 BDFS Capital LLC 5,294 $758702.0M 0.0%
11 Strategic Investment Solutions, Inc. /IL 4,842 $693922.0M 0.0%
12 KW WEALTH MANAGEMENT LLC 4,697 $673217.0M 0.0%
13 SSA SWISS ADVISORS AG 4,504 $645027.0M 0.0%
14 Bell Investment Advisors, Inc 3,144 $450567.0M 0.0%
15 DGS Capital Management, LLC 2,946 $422181.0M 0.0%
16 Astoria Portfolio Advisors LLC. 2,040 $337010.0M 0.0%
17 Barnes Wealth Management Group, Inc 1,956 $280315.0M 0.0%
18 Westshore Wealth, LLC 1,637 $234653.0M 0.0%
19 THRYVE WEALTH MANAGEMENT LLC 1,589 $227720.0M 0.0%
20 TD Capital Management LLC 1,567 $224606.0M 0.0%
21 Compass Financial Services Inc 852 $122137.0M 0.0%
22 Nolet Wealth Management, LLC 35 $5016.0M 0.0%
23 SG Trading Solutions, LLC 12,760 $1829.0M 0.0%

Latest Quarter Activity

Not Investment Advice: Institutional ownership data from SEC Form 13F filings is historical (reported ~45 days after quarter end). Holdings may have changed significantly. Not investment advice.

Frequently Asked Questions

How many institutional investors hold PROCTER & GAMBLE CO?
PROCTER & GAMBLE CO is held by 186 institutional investors according to the latest SEC Form 13F filings. Institutional holders include hedge funds, mutual funds, pension funds, and other large investment managers required to disclose their U.S. equity holdings quarterly.
What is the total institutional ownership value of PROCTER & GAMBLE CO?
The total reported institutional ownership value of PROCTER & GAMBLE CO is $2887.5T. This figure reflects the aggregate market value of all shares held by 13F-filing institutions as of their most recent quarterly report to the SEC.
How concentrated is institutional ownership of PROCTER & GAMBLE CO?
The top 5 institutional holders control 58% of all institutional shares in PROCTER & GAMBLE CO, making ownership moderately concentrated. High concentration means a small number of large funds hold significant influence over the stock.
What recent institutional activity has occurred in PROCTER & GAMBLE CO?
In the latest quarter, 20 institutions initiated new positions, 34 completely exited, 1 reduced their positions. These changes are reported in SEC Form 13F filings, which are filed within 45 days of quarter end. Note that positions may have changed since the filing date.
Where does PROCTER & GAMBLE CO institutional ownership data come from?
All institutional ownership data for PROCTER & GAMBLE CO comes from SEC Form 13F filings, which are mandatory quarterly reports filed by institutional investment managers with at least $100 million in qualifying assets. These filings are public records available through the SEC EDGAR database.
Who is the largest institutional holder of PROCTER & GAMBLE CO?
The largest institutional holder of PROCTER & GAMBLE CO is GROUPAMA ASSET MANAGMENT with $77289.1B in reported holdings (539,314 shares). This is based on the most recent 13F filing and positions may have changed since the report date.

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Data sourced from SEC Form 13F filings via the EDGAR database. Filings reflect positions held as of quarter end and are reported within 45 days.

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Data sourced from official public datasets. See our methodology for details. Retrieved and formatted by PlainFundData Editorial

Disclaimer: This information is provided for informational purposes only and does not constitute professional advice. Data is sourced from SEC Form 13F filings via EDGAR. Consult a qualified professional before making decisions based on this data.

Source: U.S. Securities and Exchange Commission (SEC) — EDGAR Form 13F-HR institutional holdings filings · 2024 Q4 13F filings disclose long positions of institutional managers with $100M+ AUM, filed quarterly within 45 days of period end. Short positions and certain hedging instruments not disclosed.