PG The Procter & Gamble Company
The Procter & Gamble Company (PG) Institutional Ownership
What the institutions did with PG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 824.9K | 30.9% |
| EASTERN BANK | 402.7K | 15.1% |
| PARK NATIONAL CORP /OH/ | 261.4K | 9.8% |
| MassMutual Private Wealth & Trust, FSB | 240.1K | 9.0% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 222.7K | 8.3% |
| CX Institutional | 127.4K | 4.8% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 105.1K | 3.9% |
| ROCKLAND TRUST CO | 100.8K | 3.8% |
| NEVILLE RODIE & SHAW INC | 59.7K | 2.2% |
| TOMPKINS FINANCIAL CORP | 52.6K | 2.0% |
| Eastover Investment Advisors LLC | 48.5K | 1.8% |
| Montecito Bank & Trust | 26.2K | 1.0% |
| Violich Capital Management, Inc. | 18.1K | 0.7% |
| CACTI ASSET MANAGEMENT LLC | 15.0K | 0.6% |
| Coastline Trust Co | 14.7K | 0.5% |
| Stonebridge Financial Group, LLC | 14.1K | 0.5% |
| Boltwood Capital Management | 13.9K | 0.5% |
| Heartwood Wealth Advisors LLC | 13.1K | 0.5% |
| GoalVest Advisory LLC | 9.4K | 0.4% |
| Versant Capital Management, Inc | 9.0K | 0.3% |
| Kennon-Green & Company, LLC | 8.5K | 0.3% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 8.1K | 0.3% |
| ARGENT CAPITAL MANAGEMENT LLC | 7.7K | 0.3% |
| Roxbury Financial LLC | 7.6K | 0.3% |
| Adelphi Trust Co | 6.5K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CX Institutional | Increased | 59.6K | 127.4K | +67.8K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 889.4K | 824.9K | -64.5K |
| PARK NATIONAL CORP /OH/ | Reduced | 289.7K | 261.4K | -28.3K |
| EASTERN BANK | Reduced | 427.1K | 402.7K | -24.4K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 254.8K | 240.1K | -14.7K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 116.8K | 105.1K | -11.7K |
| FIRST FINANCIAL BANK - TRUST DIVISION | Increased | 215.2K | 222.7K | +7.4K |
| Central Pacific Bank - Trust Division | Reduced | 5.7K | 3.5K | -2.2K |
| ROCKLAND TRUST CO | Reduced | 102.8K | 100.8K | -2.0K |
| Violich Capital Management, Inc. | Reduced | 19.6K | 18.1K | -1.5K |
| Ballew Advisors, Inc | Sold Out | 1.4K | 0 | -1.4K |
| Coastline Trust Co | Reduced | 15.9K | 14.7K | -1.2K |
| Versant Capital Management, Inc | Reduced | 9.9K | 9.0K | -980 |
| Eastover Investment Advisors LLC | Increased | 47.7K | 48.5K | +783 |
| General Partner, Inc. | Reduced | 6.4K | 5.6K | -750 |
| NEVILLE RODIE & SHAW INC | Reduced | 60.4K | 59.7K | -717 |
| Adelphi Trust Co | Increased | 6.1K | 6.5K | +408 |
| ACIMA PRIVATE WEALTH, LLC | Reduced | 5.9K | 5.5K | -406 |
| Roxbury Financial LLC | Reduced | 8.0K | 7.6K | -359 |
| DOLIVER ADVISORS, LP | Reduced | 6.5K | 6.2K | -313 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 8.4K | 8.1K | -301 |
| Boltwood Capital Management | Reduced | 14.1K | 13.9K | -225 |
| Montecito Bank & Trust | Reduced | 26.4K | 26.2K | -200 |
| Planning Strategies Inc. | Increased | 563 | 679 | +116 |
| Heartwood Wealth Advisors LLC | Reduced | 13.2K | 13.1K | -105 |
| GoalVest Advisory LLC | Increased | 9.3K | 9.4K | +103 |
| Kennon-Green & Company, LLC | Reduced | 8.6K | 8.5K | -85 |
| Stonebridge Financial Group, LLC | Increased | 14.0K | 14.1K | +84 |
| Hickory Point Bank & Trust | Reduced | 5.1K | 5.1K | -58 |
| First Citizens Financial Corp | Reduced | 3.8K | 3.8K | -35 |
| TOMPKINS FINANCIAL CORP | Reduced | 52.6K | 52.6K | -26 |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 1.1K | 1.1K | +9 |
| Partnership Wealth Management, LLC | Increased | 6.1K | 6.1K | +6 |
| Rosenberg Matthew Hamilton | Reduced | 3.5K | 3.5K | -4 |
| Noble Wealth Management PBC | Reduced | 76 | 74 | -2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.