Public record / Tickers / PG

PG — PROCTER & GAMBLE Co

Both disclosure regimes on one name: who in Congress filed about PG, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
286
all PTR rows naming PG
Members · 12m
15
16 buys · 17 sells · by trade date
Latest PTR
09-08
filed 2026-09-08
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

George Whitesides · $100K–$250K

Sale · traded 2025-03-24 → filed 2025-04-23. Ranked over every PG row by the provable lower bound, never a point estimate.

15 members · 16 buys / 17 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

51 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

59 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 59 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-08Lloyd Doggett D–TX-37PurchaseTraded 08-17 +22d$1K–$15K
2026-09-01Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 08-24 +8d$50K–$100K
2026-09-01Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 08-05 +27d$1K–$15K
2026-08-20David J. Taylor R–OH-2PurchaseTraded 08-11 +9d$1K–$15K
2026-08-14Richard McCormick R–GA-7SaleTraded 07-30 +15d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 286 ↗

Members active in PG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing PG in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
David J. Taylor R–OH-29−$23.0K to $103K2
Gilbert Ray Cisneros, Jr. D–CA-314−$28.0K to $28.0K2
Lloyd Doggett D–TX-373$3.0K to $45.0K3
Julia Letlow R–LA-52$2.0K to $30.0K2
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Katherine M. Clark D–MA-52−$100K to −$30.0K
Kevin Hern R–OK-12−$115K to −$51.0K1
Richard McCormick R–GA-72−$14.0K to $14.0K3

15 members in the window; the 8 most active shown · counts of disclosures, not dollars.

Congress ↔ notable managers · PG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
2 David J. Taylor R–OH-2, Lloyd Doggett D–TX-37 $2K–$30K
Sellers
4 Kevin Hern R–OK-1, Tommy Tuberville R–AL, Alan Armstrong R–OK, Richard McCormick R–GA-7 $83K–$245K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $24.2M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · PROCTER & GAMBLE CO

Merged timeline of congressional filings and notable-manager moves on PG
DateWhoChangeSize
2026-09-08Lloyd Doggett CongressPurchase$1K–$15K
2026-09-01Kevin Hern CongressSale$50K–$100K
2026-09-01Kevin Hern CongressSale$1K–$15K
2026-08-20David J. Taylor CongressPurchase$1K–$15K
2026-08-14Richard McCormick CongressSale$1K–$15K
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressSale$15K–$50K
2026-07-16Tommy Tuberville CongressSale$15K–$50K
2026-05-15Gotham Asset Management 13Fadd+12,808 sh
2026-05-15Fundsmith 13Ftrim−48,134 sh
2026-05-15Bridgewater Associates 13Ftrim−27,445 sh
2026-05-14Caxton Associates 13Fexit−2,217 sh

12 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of PG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$27.0B1
2VANGUARD CAPITAL MANAGEMENT LLC$21.8B1
3STATE STREET CORP$14.6B1
4GEODE CAPITAL MANAGEMENT, LLC$9.3B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$9.1B1
6MORGAN STANLEY$7.1B1
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC$6.0B1
8JPMORGAN CHASE & CO$4.8B1
9FMR LLC$4.4B1
10FRANKLIN RESOURCES INC$4.0B1
11NORTHERN TRUST CORP$3.9B1
12BANK OF AMERICA CORP /DE/$3.8B1
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.6B1
14Legal & General Group Plc$2.3B1
15Bank of New York Mellon Corp$2.3B1
16STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$2.3B1
17AMERIPRISE FINANCIAL INC$2.1B1
18WELLS FARGO & COMPANY/MN$2.1B1
19ROYAL BANK OF CANADA$2.0B1
20VANGUARD FIDUCIARY TRUST CO$1.9B1
21Invesco Ltd.$1.8B1
22Nuveen, LLC$1.8B1
23UBS Group AG$1.7B1
24DIMENSIONAL FUND ADVISORS LP$1.7B1
25Mitsubishi UFJ Asset Management Co., Ltd.$1.4B1
26Amundi$1.3B1
27DEUTSCHE BANK AG\$1.3B1
28Capital Research Global Investors$1.2B1
29WELLINGTON MANAGEMENT GROUP LLP$1.2B1
30Capital World Investors$1.1B1
31Swiss National Bank$991M1
32Sanders Capital, LLC$975M1
33RAYMOND JAMES FINANCIAL INC$941M1
34Cerity Partners LLC$895M1
35ALLIANCEBERNSTEIN L.P.$813M1
36Sumitomo Mitsui Trust Group, Inc.$811M1
37National Pension Service$790M1
38HSBC HOLDINGS PLC$775M1
39Vanguard Global Advisers, LLC$747M1
40CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$714M1
41PRINCIPAL FINANCIAL GROUP INC$686M1
42VANGUARD ASSET MANAGEMENT, Ltd$680M1
43Aristotle Capital Management, LLC$671M1
44STIFEL FINANCIAL CORP$661M1
45Bank Julius Baer & Co. Ltd, Zurich$653M1
46Clearbridge Investments, LLC$642M1
47CANADA PENSION PLAN INVESTMENT BOARD$631M1
48Fundsmith LLP$607M1
49LPL Financial LLC$600M1
50BANK OF MONTREAL /CAN/$582M1
51AQR CAPITAL MANAGEMENT LLC$579M1
52FIL Ltd$578M1
53SCHRODER INVESTMENT MANAGEMENT GROUP$550M1
54LAZARD ASSET MANAGEMENT LLC$517M1
55ENVESTNET ASSET MANAGEMENT INC$509M1
56US BANCORP \DE\$487M1
57BAHL & GAYNOR INC$478M1
58Mariner, LLC$425M1
59BNP Paribas Asset Management Holding S.A.$409M1
60ADAGE CAPITAL PARTNERS GP, L.L.C.$407M1
61FIFTH THIRD BANCORP$402M1
62NEW YORK STATE COMMON RETIREMENT FUND$397M1
63HighTower Advisors, LLC$396M1
64Aberdeen Group plc$393M1
65PARNASSUS INVESTMENTS, LLC$382M1
66CITIGROUP INC$379M1
67Corient Private Wealth LLC$359M1
68D. E. Shaw & Co., Inc.$352M1
69NATIONAL BANK OF CANADA /FI/$345M1
70Ensign Peak Advisors, Inc$342M1
71AVIVA PLC$332M1
72FLOSSBACH VON STORCH SE$328M1
73Focus Partners Wealth$325M1
74JOHNSON INVESTMENT COUNSEL INC$317M1
75Point72 Asset Management, L.P.$303M1
76VOYA INVESTMENT MANAGEMENT LLC$301M1
77Universal- Beteiligungs- und Servicegesellschaft mbH$296M1
78STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$296M1
79Assenagon Asset Management S.A.$295M1
80Capital International Investors$294M1
81MACKENZIE FINANCIAL CORP$293M1
82CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$285M1
83Janus Henderson Group Ltd.$285M1
84MANUFACTURERS LIFE INSURANCE COMPANY, THE$283M1
85YACKTMAN ASSET MANAGEMENT LP$279M1
86NORDEA INVESTMENT MANAGEMENT AB$257M1
87FIRST TRUST ADVISORS LP$255M1
88FUNDSMITH INVESTMENT SERVICES LTD.$254M1
89PRUDENTIAL FINANCIAL INC$250M1
90Swedbank AB$249M1
911832 Asset Management L.P.$246M1
92Creative Planning$245M1
93ROYAL LONDON ASSET MANAGEMENT LTD$242M1
94STOREBRAND ASSET MANAGEMENT AS$242M1
95Pictet Asset Management Holding SA$241M1
96DANSKE BANK A/S$240M1
97Korea Investment CORP$240M1
98VICTORY CAPITAL MANAGEMENT INC$232M1
99ProShare Advisors LLC$229M1
100DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$222M1
101MASSACHUSETTS FINANCIAL SERVICES CO /MA/$218M1
102COMMONWEALTH EQUITY SERVICES, LLC$216M1
103APG Asset Management N.V.$211M1
104COMMERCE BANK$210M1
105Robeco Institutional Asset Management B.V.$209M1
106Ilex Capital Partners (UK) LLP$204M1
107KEYBANK NATIONAL ASSOCIATION/OH$204M1
108Mitsubishi UFJ Trust & Banking Corp$199M1
109ASSETMARK, INC$199M1
110Quantinno Capital Management LP$198M1
111Guinness Asset Management LTD$197M1
112TD ASSET MANAGEMENT INC$196M1
113SEI INVESTMENTS CO$194M1
114PFA Pension, Forsikringsaktieselskab$191M1
115Magellan Asset Management Ltd$188M1
116AMERICAN CENTURY COMPANIES INC$188M1
117NOMURA ASSET MANAGEMENT CO LTD$184M1
118CIBC Bancorp USA Inc.$181M1
119STATE OF WISCONSIN INVESTMENT BOARD$181M1
120M&T BANK CORP$176M1
121Rockefeller Capital Management L.P.$173M1
122Mirae Asset Global Investments Co., Ltd.$173M1
123USS Investment Management Ltd$172M1
124Chevy Chase Trust Holdings, LLC$172M1
125TRUIST FINANCIAL CORP$172M1
126FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$171M1
127Zurcher Kantonalbank (Zurich Cantonalbank)$171M1
128ZACKS INVESTMENT MANAGEMENT$170M1
129Vanguard Investments Australia, Ltd.$168M1
130KING LUTHER CAPITAL MANAGEMENT CORP$167M1
131Asset Management One Co., Ltd.$166M1
132WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$164M1
133Allianz Asset Management GmbH$162M1
134Connor, Clark & Lunn Investment Management Ltd.$161M1
135BANK OF NOVA SCOTIA$155M1
136Hamlin Capital Management, LLC$154M1
137KLP KAPITALFORVALTNING AS$154M1
138Empower Advisory Group, LLC$153M1
139Cetera Investment Advisers$151M1
140BARTLETT & CO. WEALTH MANAGEMENT LLC$151M1
141MILLENNIUM MANAGEMENT LLC$149M1
142LGT Group Foundation$147M1
143Eurizon Capital SGR S.p.A.$144M1
144JENSEN INVESTMENT MANAGEMENT INC$144M1
145Compagnie Lombard Odier SCmA$141M1
146TEACHER RETIREMENT SYSTEM OF TEXAS$138M1
147GLENMEDE TRUST CO NA$137M1
148PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$137M1
149BROWN ADVISORY INC$132M1
150HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$130M1
151FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$130M1
152OSAIC HOLDINGS, INC.$130M1
153BLAIR WILLIAM & CO/IL$129M1
154Grantham, Mayo, Van Otterloo & Co. LLC$129M1
155SEB Asset Management AB$128M1
156BAILLIE GIFFORD & CO$124M1
157Swiss Life Asset Management Ltd$124M1
158Mawer Investment Management Ltd.$123M1
159Man Group plc$121M1
160Resona Asset Management Co.,Ltd.$120M1
161NATIXIS$120M1
162State of New Jersey Common Pension Fund D$116M1
163WELCH & FORBES LLC$110M1
164Lansforsakringar Fondforvaltning AB (publ)$109M1
165CWM, LLC$108M1
166Retirement Systems of Alabama$108M1
167NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$107M1
168TORONTO DOMINION BANK$106M1
169CIBC Asset Management Inc$105M1
170CITIZENS FINANCIAL GROUP INC/RI$104M1
171Candriam S.C.A.$102M1
172&PARTNERS$99.1M1
173CITADEL ADVISORS LLC$99.0M1
174DnB Asset Management AS$97.2M1
175VEGA INVESTMENT SOLUTIONS$93.9M1
176Arizona State Retirement System$92.5M1
177MERCER GLOBAL ADVISORS INC /ADV$92.2M1
178Czech National Bank$91.4M1
179SCOTIA CAPITAL INC.$88.8M1
180Kestra Advisory Services, LLC$87.3M1
181CRAWFORD INVESTMENT COUNSEL INC$86.9M1
182Sumitomo Mitsui DS Asset Management Company, Ltd$84.8M1
183MAI Capital Management$84.4M1
184NISA INVESTMENT ADVISORS, LLC$83.6M1
185SUSQUEHANNA INTERNATIONAL GROUP, LLP$82.9M1
186TD Waterhouse Canada Inc.$82.7M1
187UniSuper Management Pty Ltd$81.4M1
188Tredje AP-fonden$80.9M1
189MENORA MIVTACHIM HOLDINGS LTD.$79.0M1
190MetLife Investment Management, LLC$78.5M1
191COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$78.2M1
192GROUPAMA ASSET MANAGMENT$75.9M1
193AE Wealth Management LLC$74.1M1
194MEYER HANDELMAN CO$73.6M1
195Calamos Advisors LLC$72.0M1
196Alyeska Investment Group, L.P.$71.6M1
197Clark Capital Management Group, Inc.$71.0M1
198Daiwa Securities Group Inc.$70.8M1
199Zurich Insurance Group Ltd/FI$69.6M1
200Midwest Trust Co$69.4M1
201IFM Investors Pty Ltd$69.0M1
202DAYMARK WEALTH PARTNERS, LLC$68.5M1
203MML INVESTORS SERVICES, LLC$68.5M1
204NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$67.2M1
205Glenview Trust Co$66.5M1
206Waverly Advisors, LLC$65.7M1
207O'SHAUGHNESSY ASSET MANAGEMENT, LLC$64.4M1
208HENGEHOLD CAPITAL MANAGEMENT LLC$63.0M1
209J. Safra Sarasin Holding AG$63.0M1
210Capital Investment Advisors, LLC$62.9M1
211SCOPUS ASSET MANAGEMENT, L.P.$62.7M1
212Vest Financial, LLC$61.5M1
213ING GROEP NV$61.2M1
214Federation des caisses Desjardins du Quebec$60.1M1
215CIBC WORLD MARKET INC.$60.0M1
216Sanctuary Advisors, LLC$59.7M1
217XPONANCE LLC$59.4M1
218EASTERN BANK$59.2M1
219Allworth Financial LP$58.5M1
220Empowered Funds, LLC$57.9M1
221FACTORY MUTUAL INSURANCE CO$57.4M1
222Mediolanum International Funds Ltd$57.2M1
223ABN AMRO INVESTMENT SOLUTIONS$56.7M1
224BENJAMIN EDWARDS INC$55.3M1
225Utah Retirement Systems$55.2M1
226Varma Mutual Pension Insurance Co$54.7M1
227NICHOLS & PRATT ADVISERS LLP /MA$54.5M1
228CREDIT AGRICOLE S A$54.2M1
229NewEdge Advisors, LLC$54.0M1
230PUBLIC SECTOR PENSION INVESTMENT BOARD$53.8M1
231Welch Group, LLC$53.5M1
232BOWEN HANES & CO INC$53.1M1
233Private Advisor Group, LLC$52.7M1
234BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$52.4M1
235OFI INVEST ASSET MANAGEMENT$51.4M1
236Boston Partners$51.4M1
237UNITED CAPITAL FINANCIAL ADVISORS, LLC$51.3M1
238KORNITZER CAPITAL MANAGEMENT INC /KS$51.2M1
239ARMSTRONG HENRY H ASSOCIATES INC$51.0M1
240RWA WEALTH PARTNERS, LLC$50.7M1
241FIDUCIARY TRUST CO$50.6M1
242COUNTRY TRUST BANK$50.4M1
243NEW YORK LIFE INVESTMENT MANAGEMENT LLC$50.0M1
244Rakuten Investment Management, Inc.$50.0M1
245Hook Mill Capital Partners, LP$49.7M1
246NEOS Investment Management LLC$49.5M1
247QRG CAPITAL MANAGEMENT, INC.$49.4M1
248Sequoia Financial Advisors, LLC$48.5M1
249Wilmington Savings Fund Society, FSB$48.2M1
250DAVIS R M INC$47.6M1
251Woodline Partners LP$47.5M1
252MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$46.9M1
253CAPITAL ADVISORS INC/OK$46.8M1
254Quintet Private Bank (Europe) S.A.$46.4M1
255Qube Research & Technologies Ltd$46.4M1
256MATHER GROUP, LLC.$46.2M1
257CAPITOLIS LIQUID GLOBAL MARKETS LLC$46.1M1
258TOCQUEVILLE ASSET MANAGEMENT L.P.$45.6M1
259GREAT LAKES ADVISORS, LLC$45.3M1
260Tidal Investments LLC$45.2M1
261Pinnacle Financial Partners, Inc.$45.1M1
262NISSAY ASSET MANAGEMENT CORP /JAPAN$44.9M1
263Tandem Investment Advisors, Inc.$44.6M1
264Artemis Investment Management LLP$44.2M1
265EDMOND DE ROTHSCHILD HOLDING S.A.$43.9M1
266Steward Partners Investment Advisory, LLC$43.2M1
267Nippon Life Global Investors Americas, Inc.$42.3M1
268Vanguard Personalized Indexing Management, LLC$42.2M1
269YOUSIF CAPITAL MANAGEMENT, LLC$41.8M1
270PARK NATIONAL CORP /OH/$41.7M1
271Andra AP-fonden$41.6M1
272Advisors Capital Management, LLC$41.6M1
273Interval Partners, LP$41.2M1
274UMB Bank, n.a.$41.1M1
275Merit Financial Group, LLC$41.1M1
276Beacon Pointe Advisors, LLC$41.1M1
277Avanza Fonder AB$41.0M1
278CI INVESTMENTS INC.$40.7M1
279Pathstone Holdings, LLC$40.4M1
280SMITH CHAS P & ASSOCIATES PA CPAS$39.3M1
281HB Wealth Management, LLC$38.9M1
282Lido Advisors, LLC$38.6M1
283OREGON PUBLIC EMPLOYEES RETIREMENT FUND$38.5M1
284MACQUARIE GROUP LTD$38.3M1
285ASR Vermogensbeheer N.V.$38.2M1
286BOKF, NA$37.9M1
287Illinois Municipal Retirement Fund$37.0M1
288Triodos Investment Management BV$36.8M1
289REGIONS FINANCIAL CORP$36.8M1
290Formidable Asset Management, LLC$36.6M1
291Vontobel Holding Ltd.$36.6M1
292Aptus Capital Advisors, LLC$36.6M1
293IEQ CAPITAL, LLC$36.2M1
294Gradient Investments LLC$36.1M1
295Wealthfront Advisers LLC$36.1M1
296Prospera Financial Services Inc$36.0M1
297AIA Group Ltd$35.8M1
298WASHINGTON TRUST BANK$35.8M1
299MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$35.7M1
300Allspring Global Investments Holdings, LLC$35.6M1
301Ancora Advisors LLC$35.3M1
302MAIRS & POWER INC$35.2M1
303Voleon Capital Management LP$35.1M1
304WATERS PARKERSON & CO., LLC$35.1M1
305CONNING INC.$35.0M1
306Roberts Foundation$34.4M1
307PINCUS CAPITAL MANAGEMENT, LP$34.2M1
308Banco Santander, S.A.$33.8M1
309SRB CORP$33.6M1
310CORDA Investment Management, LLC.$33.6M1
311BERKSHIRE ASSET MANAGEMENT LLC/PA$33.4M1
312DELTA ASSET MANAGEMENT LLC/TN$33.4M1
313Investment Management Corp of Ontario$33.2M1
314CULLINAN ASSOCIATES INC$32.6M1
315HM PAYSON & CO$32.0M1
316WAYCROSS PARTNERS, LLC$31.9M1
317MARTINGALE ASSET MANAGEMENT L P$31.7M1
318ASSOCIATED BANC-CORP$31.5M1
319Hemenway Trust Co LLC$31.2M1
320QUADRANT CAPITAL GROUP LLC$31.1M1
321GUGGENHEIM CAPITAL LLC$31.1M1
322PINNACLE ASSOCIATES LTD$31.0M1
323Crossmark Global Holdings, Inc.$31.0M1
324FIRST MANHATTAN CO. LLC.$31.0M1
325Clearstead Advisors, LLC$30.9M1
326Cornerstone Advisors, LLC$30.4M1
327Willis Investment Counsel$30.3M1
328D.A. DAVIDSON & CO.$30.2M1
329Stone House Investment Management, LLC$30.1M1
330Badgley Phelps Wealth Managers, LLC$30.0M1
331Rokos Capital Management LLP$29.9M1
332HANCOCK WHITNEY CORP$29.9M1
333Wealth Dimensions Group, Ltd.$29.5M1
334Haverford Trust Co$29.5M1
335LGT Fund Management Co Ltd.$29.0M1
336BRADLEY FOSTER & SARGENT INC/CT$28.6M1
337BECKER CAPITAL MANAGEMENT INC$28.5M1
338Generali Asset Management SPA SGR$28.3M1
339CENTRAL TRUST Co$28.2M1
340Danica Pension, Livsforsikringsaktieselskab$27.9M1
341DEARBORN PARTNERS LLC$27.8M1
342WHITTIER TRUST CO$27.7M1
343KANAWHA CAPITAL MANAGEMENT LLC$27.3M1
344Dai-ichi Life Insurance Company, Ltd$27.2M1
345Savvy Advisors, Inc.$27.2M1
346Cresset Asset Management, LLC$26.7M1
347Ceredex Value Advisors LLC$26.5M1
348Concurrent Investment Advisors, LLC$25.9M1
349Arbejdsmarkedets Tillaegspension$25.6M1
350Titan Investment Solutions Ltd$25.3M1
351Savant Capital, LLC$25.3M1
352KCM INVESTMENT ADVISORS LLC$25.3M1
353LIBERTY ONE INVESTMENT MANAGEMENT, LLC$25.0M1
354Nan Shan Life Insurance Co., Ltd.$25.0M1
355DAVENPORT & Co LLC$24.7M1
356BRIDGEWAY CAPITAL MANAGEMENT, LLC$24.5M1
357Advisors Asset Management, Inc.$24.3M1
358Gotham Asset Management, LLC$24.2M1
359Cornerstone Capital, Inc.$24.2M1
360Northwest & Ethical Investments L.P.$23.9M1
361NorthRock Partners, LLC$23.7M1
362Smith Salley Wealth Management$23.6M1
363Journey Advisory Group, LLC$23.6M1
364NICOLET BANKSHARES INC$23.6M1
365Capital International, Inc./CA/$23.5M1
366Marble Harbor Investment Counsel, LLC$23.3M1
367FEDERATED HERMES, INC.$23.3M1
368Bridgewater Associates, LP$22.8M1
369EXCHANGE TRADED CONCEPTS, LLC$22.3M1
370SCHULHOFF & CO INC$22.2M1
371Harvest Portfolios Group Inc.$22.0M1
372Epoch Investment Partners, Inc.$21.9M1
373Main Street Research LLC$21.9M1
374EP Wealth Advisors, LLC$21.7M1
375KESTRA PRIVATE WEALTH SERVICES, LLC$21.7M1
376Choate Investment Advisors$21.7M1
377BARROW HANLEY MEWHINNEY & STRAUSS LLC$21.6M1
378Composition Wealth, LLC$21.5M1
379ZWJ INVESTMENT COUNSEL INC$21.5M1
380OPPENHEIMER & CO INC$21.5M1
381Envestnet Portfolio Solutions, Inc.$21.5M1
382Meiji Yasuda Asset Management Co Ltd.$21.1M1
383Norinchukin Bank, The$21.1M1
384CLIFFORD SWAN INVESTMENT COUNSEL LLC$21.0M1
385Modera Wealth Management, LLC$20.8M1
386WINDWARD CAPITAL MANAGEMENT CO /CA$20.8M1
387Graham Capital Management, L.P.$20.5M1
388Stratos Wealth Partners, LTD.$20.5M1
389ABN AMRO Bank N.V.$20.4M1
390BRAUN STACEY ASSOCIATES INC$20.3M1
391MIZUHO SECURITIES USA LLC$20.3M1
392Sienna Gestion$20.1M1
393Rafferty Asset Management, LLC$20.1M1
394Atria Investments, Inc$20.0M1
395FIRST CITIZENS BANK & TRUST CO$20.0M1
396BAILARD, INC.$19.8M1
397HUNTINGTON NATIONAL BANK$19.6M1
398FARMERS & MERCHANTS INVESTMENTS INC$19.5M1
399Moran Wealth Management, LLC$19.4M1
400Visionary Wealth Advisors$19.4M1
401HOWLAND CAPITAL MANAGEMENT LLC$19.4M1
402Orion Porfolio Solutions, LLC$19.3M1
403RiverFront Investment Group, LLC$19.2M1
404PARTHENON LLC$19.2M1
405Elo Mutual Pension Insurance Co$19.0M1
406Knuff & Co LLC$18.9M1
407FIRST NATIONAL BANK OF OMAHA$18.9M1
408Truepoint, Inc.$18.8M1
409Madison Asset Management, LLC$18.7M1
410DF DENT & CO INC$18.7M1
411OneDigital Investment Advisors LLC$18.7M1
412Banque Cantonale Vaudoise$18.6M1
413ARS Wealth Advisors Group, LLC$18.6M1
414BLI - Banque de Luxembourg Investments$18.6M1
415Vestmark Advisory Solutions, Inc.$18.5M1
416Aware Super Pty Ltd as trustee of Aware Super$18.4M1
417Trajan Wealth LLC$18.0M1
418Bryn Mawr Trust Advisors, LLC$18.0M1
419BEESE FULMER INVESTMENT MANAGEMENT, INC.$17.9M1
420INTACT INVESTMENT MANAGEMENT INC.$17.8M1
421CONFLUENCE INVESTMENT MANAGEMENT LLC$17.8M1
422Union Bancaire Privee, UBP SA$17.7M1
423CHOREO, LLC$17.6M1
424Souders Financial Advisors$17.6M1
425NBT BANK, N.A.$17.5M1
426BALYASNY ASSET MANAGEMENT L.P.$17.4M1
427FORBES J M & CO LLP$17.4M1
428JONES FINANCIAL COMPANIES LLLP$17.3M1
429Independent Advisor Alliance$17.3M1
430OMERS ADMINISTRATION Corp$17.2M1
431GRANDFIELD & DODD, LLC$17.2M1
432Rodgers Brothers Inc.$17.2M1
433Moors & Cabot, Inc.$17.1M1
434SBI Securities Co., Ltd.$17.0M1
435Maryland State Retirement & Pension System$17.0M1
436Diversified Trust Co$16.7M1
437Covea Finance$16.7M1
438World Investment Advisors$16.6M1
439Lombard Odier Asset Management (Switzerland) SA$16.5M1
440COLDSTREAM CAPITAL MANAGEMENT INC$16.3M1
441YCG, LLC$16.3M1
442Mesirow Financial Investment Management, Inc.$16.2M1
443Telos Capital Management, Inc.$16.2M1
444Evelyn Partners Investment Management LLP$16.0M1
445Palisade Asset Management, LLC$15.9M1
446FOUNDATIONS INVESTMENT ADVISORS, LLC$15.9M1
447Cornerstone Wealth Management, LLC$15.7M1
448BLB&B Advisors, LLC$15.6M1
449NorthCrest Asset Manangement, LLC$15.5M1
450BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$15.4M1
451Fisher Funds Management LTD$15.4M1
452Richard C. Young & CO., LTD.$15.4M1
453Vinva Investment Management Ltd$15.3M1
454BANQUE PICTET & CIE SA$15.2M1
455Fidelity National Financial, Inc.$15.2M1
456Hills Bank & Trust Co$15.1M1
457Vident Advisory, LLC$15.0M1
458STEPHENS INC /AR/$15.0M1
459CCM INVESTMENT ADVISERS LLC$15.0M1
460FLPUTNAM INVESTMENT MANAGEMENT CO$15.0M1
461BTC Capital Management, Inc.$15.0M1
462Equitable Holdings, Inc.$15.0M1
463AVITY INVESTMENT MANAGEMENT INC.$14.9M1
464ROCKLAND TRUST CO$14.8M1
465SALEM INVESTMENT COUNSELORS INC$14.7M1
466Kingsview Wealth Management, LLC$14.6M1
467Talbot Financial, LLC$14.6M1
468Laird Norton Wetherby Trust Company, LLC$14.6M1
469Metis Global Partners, LLC$14.5M1
470Turtle Creek Wealth Advisors, LLC$14.5M1
471Bragg Financial Advisors, Inc$14.5M1
472HFR Wealth Management, LLC$14.5M1
473TRILLIUM ASSET MANAGEMENT, LLC$14.4M1
474Callahan Advisors, LLC$14.4M1
475WHITTIER TRUST CO OF NEVADA INC$14.3M1
476Pallas Capital Advisors LLC$14.3M1
477ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$14.2M1
478TCV Trust & Wealth Management, Inc.$14.2M1
479Apollon Wealth Management, LLC$14.2M1
480MASTERINVEST Kapitalanlage GmbH$14.1M1
481PICTON MAHONEY ASSET MANAGEMENT$14.0M1
482MGO ONE SEVEN LLC$14.0M1
483GQG Partners LLC$13.9M1
484Shoker Investment Counsel, Inc.$13.9M1
485ALPS ADVISORS INC$13.9M1
486FRANKLIN STREET ADVISORS INC /NC$13.9M1
487BCS Wealth Management$13.8M1
488GDS Wealth Management$13.8M1
489PARSONS CAPITAL MANAGEMENT INC/RI$13.8M1
490MUFG Securities EMEA plc$13.8M1
491MONETA GROUP INVESTMENT ADVISORS LLC$13.7M1
492NIXON PEABODY TRUST CO$13.7M1
493Dakota Wealth Management$13.6M1
494Venture Visionary Partners LLC$13.6M1
495HORAN Wealth, LLC$13.5M1
496Stack Financial Management, Inc$13.5M1
497ExodusPoint Capital Management, LP$13.4M1
498CIDEL ASSET MANAGEMENT INC$13.4M1
499Dana Investment Advisors, Inc.$13.3M1
500N.E.W. Advisory Services LLC$13.3M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)16 buy / 17 sell
Congress net ($ bound)−$485K to $139K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PG

RETAINED WINDOW · ACTIVE HITS
Signal hits naming PG
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied2 hits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for PG · financials and macro

Financials — as filed PLANNED

PG's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PG on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing