Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

PROCTER & GAMBLE CO · COM · quarter ended 2026-03-31 · 85 members disclosed PG ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 3,333 holders are listed, largest first: 3,333
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $208B
holders whose share count rose or who opened the position (new + add), by shares: 1,564
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 279

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of PG ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$27.0B	187,029,747	+3,023,067	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$21.8B	151,049,902	—	NO PRIOR
3	STATE STREET CORP	$14.6B	101,250,847	−368,079	TRIM
4	GEODE CAPITAL MANAGEMENT, LLC	$9.3B	64,403,372	+1,755,490	ADD
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$9.1B	62,847,265	—	NO PRIOR
6	MORGAN STANLEY	$7.1B	49,216,260	+392,986	ADD
7	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$6.0B	41,360,143	+22,581,088	ADD
8	JPMORGAN CHASE & CO	$4.8B	33,202,858	+12,990,802	ADD
9	FMR LLC	$4.4B	30,709,456	+3,377,390	ADD
10	FRANKLIN RESOURCES INC	$4.0B	27,796,251	+3,924,073	ADD
11	NORTHERN TRUST CORP	$3.9B	27,110,576	−547,169	TRIM
12	BANK OF AMERICA CORP /DE/	$3.8B	26,341,321	−2,442,995	TRIM
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2.6B	18,330,593	+661,473	ADD
14	Legal & General Group Plc	$2.3B	16,204,029	+104,597	ADD
15	Bank of New York Mellon Corp	$2.3B	16,029,318	−142,620	TRIM
16	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$2.3B	15,800,799	0	NO CHANGE
17	AMERIPRISE FINANCIAL INC	$2.1B	14,693,469	−687,024	TRIM
18	WELLS FARGO & COMPANY/MN	$2.1B	14,373,215	+555,036	ADD
19	ROYAL BANK OF CANADA	$2.0B	14,120,442	+129,763	ADD
20	VANGUARD FIDUCIARY TRUST CO	$1.9B	13,085,089	—	NO PRIOR
21	Invesco Ltd.	$1.8B	12,801,385	−1,432,083	TRIM
22	Nuveen, LLC	$1.8B	12,576,518	+1,488,724	ADD
23	UBS Group AG	$1.7B	11,805,617	+2,204,475	ADD
24	DIMENSIONAL FUND ADVISORS LP	$1.7B	11,797,916	+300,280	ADD
25	Mitsubishi UFJ Asset Management Co., Ltd.	$1.4B	9,997,367	−358,092	TRIM
26	Amundi	$1.3B	9,160,507	−1,376,635	TRIM
27	DEUTSCHE BANK AG\	$1.3B	9,120,974	+1,274,461	ADD
28	Capital Research Global Investors	$1.2B	8,433,333	−629,955	TRIM
29	WELLINGTON MANAGEMENT GROUP LLP	$1.2B	8,325,299	−1,574,377	TRIM
30	Capital World Investors	$1.1B	7,434,848	+3,033,021	ADD
31	Swiss National Bank	$991M	6,857,790	+444,200	ADD
32	Sanders Capital, LLC	$975M	6,751,488	−24,198	TRIM
33	RAYMOND JAMES FINANCIAL INC	$941M	6,513,234	+307,398	ADD
34	Cerity Partners LLC	$895M	6,199,146	+81,959	ADD
35	ALLIANCEBERNSTEIN L.P.	$813M	5,675,505	+593,854	ADD
36	Sumitomo Mitsui Trust Group, Inc.	$811M	5,612,228	−317,497	TRIM
37	National Pension Service	$790M	5,471,690	+5,471,690	NEW
38	HSBC HOLDINGS PLC	$775M	5,372,625	−6,603,759	TRIM
39	Vanguard Global Advisers, LLC	$747M	5,169,531	—	NO PRIOR
40	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$714M	4,946,602	−327,915	TRIM
41	PRINCIPAL FINANCIAL GROUP INC	$686M	4,746,404	−113,366	TRIM
42	VANGUARD ASSET MANAGEMENT, Ltd	$680M	4,706,683	—	NO PRIOR
43	Aristotle Capital Management, LLC	$671M	4,644,540	−253,395	TRIM
44	STIFEL FINANCIAL CORP	$661M	4,578,841	+56,986	ADD
45	Bank Julius Baer & Co. Ltd, Zurich	$653M	4,518,708	−6,955	TRIM
46	Clearbridge Investments, LLC	$642M	4,448,391	+358,806	ADD
47	CANADA PENSION PLAN INVESTMENT BOARD	$631M	4,372,047	+358,266	ADD
48	Fundsmith LLP	$607M	4,199,914	−48,134	TRIM
49	LPL Financial LLC	$600M	4,151,054	+149,055	ADD
50	BANK OF MONTREAL /CAN/	$582M	4,028,540	+179,150	ADD
51	AQR CAPITAL MANAGEMENT LLC	$579M	4,039,225	+1,979,292	ADD
52	FIL Ltd	$578M	4,002,718	+17,796	ADD
53	SCHRODER INVESTMENT MANAGEMENT GROUP	$550M	3,811,144	−112,803	TRIM
54	LAZARD ASSET MANAGEMENT LLC	$517M	3,576,736	−17,704	TRIM
55	ENVESTNET ASSET MANAGEMENT INC	$509M	3,526,740	+622,786	ADD
56	US BANCORP \DE\	$487M	3,369,675	−186,695	TRIM
57	BAHL & GAYNOR INC	$478M	3,308,120	−650,986	TRIM
58	Mariner, LLC	$425M	2,940,512	+107,089	ADD
59	BNP Paribas Asset Management Holding S.A.	$409M	2,831,846	−176,028	TRIM
60	ADAGE CAPITAL PARTNERS GP, L.L.C.	$407M	2,816,973	−5,247	TRIM
61	FIFTH THIRD BANCORP	$402M	2,783,395	+692,424	ADD
62	NEW YORK STATE COMMON RETIREMENT FUND	$397M	2,749,366	−76,825	TRIM
63	HighTower Advisors, LLC	$396M	2,742,694	+265,330	ADD
64	Aberdeen Group plc	$393M	2,724,187	+41,401	ADD
65	PARNASSUS INVESTMENTS, LLC	$382M	2,646,954	+42,902	ADD
66	CITIGROUP INC	$379M	2,622,401	+198,921	ADD
67	Corient Private Wealth LLC	$359M	2,490,765	−3,134,899	TRIM
68	D. E. Shaw & Co., Inc.	$352M	2,439,680	−1,927,627	TRIM
69	NATIONAL BANK OF CANADA /FI/	$345M	2,386,923	+338,834	ADD
70	Ensign Peak Advisors, Inc	$342M	2,366,083	−88,252	TRIM
71	AVIVA PLC	$332M	2,297,113	−408,523	TRIM
72	FLOSSBACH VON STORCH SE	$328M	2,269,210	−898,444	TRIM
73	Focus Partners Wealth	$325M	2,249,327	+77,478	ADD
74	JOHNSON INVESTMENT COUNSEL INC	$317M	2,192,299	−122,821	TRIM
75	Point72 Asset Management, L.P.	$303M	2,100,311	+1,509,897	ADD
76	VOYA INVESTMENT MANAGEMENT LLC	$301M	2,087,683	+559,541	ADD
77	Universal- Beteiligungs- und Servicegesellschaft mbH	$296M	2,044,704	+164,607	ADD
78	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$296M	2,050,267	−29,296	TRIM
79	Assenagon Asset Management S.A.	$295M	2,043,519	−3,417,420	TRIM
80	Capital International Investors	$294M	2,037,272	−2,633,293	TRIM
81	MACKENZIE FINANCIAL CORP	$293M	2,025,925	+592,278	ADD
82	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$285M	1,972,979	+221,064	ADD
83	Janus Henderson Group Ltd.	$285M	1,969,836	−53,252	TRIM
84	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$283M	1,960,360	−121,981	TRIM
85	YACKTMAN ASSET MANAGEMENT LP	$279M	1,931,131	+1,931,131	NEW
86	NORDEA INVESTMENT MANAGEMENT AB	$257M	1,807,965	−622,793	TRIM
87	FIRST TRUST ADVISORS LP	$255M	1,767,050	+107,640	ADD
88	FUNDSMITH INVESTMENT SERVICES LTD.	$254M	1,760,681	−16,429	TRIM
89	PRUDENTIAL FINANCIAL INC	$250M	1,731,264	−56,006	TRIM
90	Swedbank AB	$249M	1,721,700	+13,529	ADD
91	1832 Asset Management L.P.	$246M	1,702,239	+259,017	ADD
92	Creative Planning	$245M	1,693,989	+151,879	ADD
93	ROYAL LONDON ASSET MANAGEMENT LTD	$242M	1,677,217	+92,981	ADD
94	STOREBRAND ASSET MANAGEMENT AS	$242M	1,677,205	—	NO PRIOR
95	Pictet Asset Management Holding SA	$241M	1,665,733	+65,034	ADD
96	DANSKE BANK A/S	$240M	1,664,530	−66,372	TRIM
97	Korea Investment CORP	$240M	1,661,349	+34,090	ADD
98	VICTORY CAPITAL MANAGEMENT INC	$232M	1,603,882	+27,755	ADD
99	ProShare Advisors LLC	$229M	1,585,777	−19	TRIM
100	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$222M	1,536,085	−279,429	TRIM
101	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$218M	1,448,630	+1,970	ADD
102	COMMONWEALTH EQUITY SERVICES, LLC	$216M	1,493,732	+25,685	ADD
103	APG Asset Management N.V.	$211M	1,679,530	+118,381	ADD
104	COMMERCE BANK	$210M	1,451,144	+122,860	ADD
105	Robeco Institutional Asset Management B.V.	$209M	1,446,239	−25,886	TRIM
106	Ilex Capital Partners (UK) LLP	$204M	1,414,461	+1,414,461	NEW
107	KEYBANK NATIONAL ASSOCIATION/OH	$204M	1,414,098	−41,849	TRIM
108	Mitsubishi UFJ Trust & Banking Corp	$199M	1,380,257	−15,643	TRIM
109	ASSETMARK, INC	$199M	1,378,302	+5,898	ADD
110	Quantinno Capital Management LP	$198M	1,372,590	+305,911	ADD
111	Guinness Asset Management LTD	$197M	1,370,015	−89,485	TRIM
112	TD ASSET MANAGEMENT INC	$196M	1,353,911	+11,233	ADD
113	SEI INVESTMENTS CO	$194M	1,345,183	+227,631	ADD
114	PFA Pension, Forsikringsaktieselskab	$191M	1,320,983	+1,320,983	NEW
115	Magellan Asset Management Ltd	$188M	1,301,728	−340,950	TRIM
116	AMERICAN CENTURY COMPANIES INC	$188M	1,299,590	−8,203	TRIM
117	NOMURA ASSET MANAGEMENT CO LTD	$184M	1,271,631	+16,513	ADD
118	CIBC Bancorp USA Inc.	$181M	1,253,528	—	NO PRIOR
119	STATE OF WISCONSIN INVESTMENT BOARD	$181M	1,251,132	+38,306	ADD
120	M&T BANK CORP	$176M	1,215,075	−30,771	TRIM
121	Rockefeller Capital Management L.P.	$173M	1,196,415	+87,179	ADD
122	Mirae Asset Global Investments Co., Ltd.	$173M	1,195,421	+763,091	ADD
123	USS Investment Management Ltd	$172M	1,192,532	+109,409	ADD
124	Chevy Chase Trust Holdings, LLC	$172M	1,190,999	−40,348	TRIM
125	TRUIST FINANCIAL CORP	$172M	1,190,159	+5,381	ADD
126	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$171M	1,184,928	+448,550	ADD
127	Zurcher Kantonalbank (Zurich Cantonalbank)	$171M	1,184,308	+1,184,308	NEW
128	ZACKS INVESTMENT MANAGEMENT	$170M	1,179,074	+6,993	ADD
129	Vanguard Investments Australia, Ltd.	$168M	1,165,977	—	NO PRIOR
130	KING LUTHER CAPITAL MANAGEMENT CORP	$167M	1,155,688	−34,578	TRIM
131	Asset Management One Co., Ltd.	$166M	1,149,469	−6,183	TRIM
132	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$164M	1,255,704	−463,219	TRIM
133	Allianz Asset Management GmbH	$162M	1,119,526	+504,898	ADD
134	Connor, Clark & Lunn Investment Management Ltd.	$161M	1,114,838	+222,197	ADD
135	BANK OF NOVA SCOTIA	$155M	1,073,701	−217,053	TRIM
136	Hamlin Capital Management, LLC	$154M	1,067,397	+152,695	ADD
137	KLP KAPITALFORVALTNING AS	$154M	1,065,729	+91,800	ADD
138	Empower Advisory Group, LLC	$153M	1,062,532	+166,978	ADD
139	Cetera Investment Advisers	$151M	1,046,497	+51,503	ADD
140	BARTLETT & CO. WEALTH MANAGEMENT LLC	$151M	1,044,626	−15,036	TRIM
141	MILLENNIUM MANAGEMENT LLC	$149M	1,034,494	−1,243,894	TRIM
142	LGT Group Foundation	$147M	1,018,375	−886	TRIM
143	Eurizon Capital SGR S.p.A.	$144M	996,421	+5,655	ADD
144	JENSEN INVESTMENT MANAGEMENT INC	$144M	997,406	−284,801	TRIM
145	Compagnie Lombard Odier SCmA	$141M	974,511	−95,679	TRIM
146	TEACHER RETIREMENT SYSTEM OF TEXAS	$138M	954,261	−20,890	TRIM
147	GLENMEDE TRUST CO NA	$137M	948,978	−33,640	TRIM
148	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$137M	947,488	+1,891	ADD
149	BROWN ADVISORY INC	$132M	910,970	+34,514	ADD
150	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$130M	903,429	+674,154	ADD
151	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$130M	902,492	+52,655	ADD
152	OSAIC HOLDINGS, INC.	$130M	901,660	−36,681	TRIM
153	BLAIR WILLIAM & CO/IL	$129M	893,933	+24,965	ADD
154	Grantham, Mayo, Van Otterloo & Co. LLC	$129M	893,434	+222,062	ADD
155	SEB Asset Management AB	$128M	883,854	—	NO PRIOR
156	BAILLIE GIFFORD & CO	$124M	859,326	−37,619	TRIM
157	Swiss Life Asset Management Ltd	$124M	797,860	+92,035	ADD
158	Mawer Investment Management Ltd.	$123M	851,233	−45,460	TRIM
159	Man Group plc	$121M	839,088	−218,893	TRIM
160	Resona Asset Management Co.,Ltd.	$120M	828,643	+17,942	ADD
161	NATIXIS	$120M	827,854	+408,830	ADD
162	State of New Jersey Common Pension Fund D	$116M	805,866	+3,564	ADD
163	WELCH & FORBES LLC	$110M	763,852	−4,376	TRIM
164	Lansforsakringar Fondforvaltning AB (publ)	$109M	753,017	−31,331	TRIM
165	CWM, LLC	$108M	750,348	+64,414	ADD
166	Retirement Systems of Alabama	$108M	747,130	−256,794	TRIM
167	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$107M	743,858	+12,459	ADD
168	TORONTO DOMINION BANK	$106M	733,843	−85,318	TRIM
169	CIBC Asset Management Inc	$105M	724,745	+7,773	ADD
170	CITIZENS FINANCIAL GROUP INC/RI	$104M	717,328	+3,952	ADD
171	Candriam S.C.A.	$102M	709,122	+39,191	ADD
172	&PARTNERS	$99.1M	686,805	+162,785	ADD
173	CITADEL ADVISORS LLC	$99.0M	685,435	−811,481	TRIM
174	DnB Asset Management AS	$97.2M	673,288	+85,236	ADD
175	VEGA INVESTMENT SOLUTIONS	$93.9M	650,050	−16,080	TRIM
176	Arizona State Retirement System	$92.5M	640,302	−26,721	TRIM
177	MERCER GLOBAL ADVISORS INC /ADV	$92.2M	638,639	+17,378	ADD
178	Czech National Bank	$91.4M	632,932	+16,770	ADD
179	SCOTIA CAPITAL INC.	$88.8M	614,544	+11,782	ADD
180	Kestra Advisory Services, LLC	$87.3M	604,511	+154,651	ADD
181	CRAWFORD INVESTMENT COUNSEL INC	$86.9M	601,744	+12,421	ADD
182	Sumitomo Mitsui DS Asset Management Company, Ltd	$84.8M	586,915	+20,575	ADD
183	MAI Capital Management	$84.4M	584,532	−14,368	TRIM
184	NISA INVESTMENT ADVISORS, LLC	$83.6M	578,979	−36,305	TRIM
185	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$82.9M	573,997	−54,567	TRIM
186	TD Waterhouse Canada Inc.	$82.7M	574,800	+167,283	ADD
187	UniSuper Management Pty Ltd	$81.4M	563,597	−73,565	TRIM
188	Tredje AP-fonden	$80.9M	560,217	−376,220	TRIM
189	MENORA MIVTACHIM HOLDINGS LTD.	$79.0M	547,135	0	NO CHANGE
190	MetLife Investment Management, LLC	$78.5M	543,436	−16,935	TRIM
191	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$78.2M	541,359	−2,178	TRIM
192	GROUPAMA ASSET MANAGMENT	$75.9M	525,655	−13,659	TRIM
193	AE Wealth Management LLC	$74.1M	513,197	−141,741	TRIM
194	MEYER HANDELMAN CO	$73.6M	509,397	−5,210	TRIM
195	Calamos Advisors LLC	$72.0M	498,687	+17,242	ADD
196	Alyeska Investment Group, L.P.	$71.6M	495,896	−147,877	TRIM
197	Clark Capital Management Group, Inc.	$71.0M	491,647	−22,369	TRIM
198	Daiwa Securities Group Inc.	$70.8M	489,857	−797,559	TRIM
199	Zurich Insurance Group Ltd/FI	$69.6M	482,151	+452,681	ADD
200	Midwest Trust Co	$69.4M	480,292	+33,608	ADD
201	IFM Investors Pty Ltd	$69.0M	477,899	+9,109	ADD
202	DAYMARK WEALTH PARTNERS, LLC	$68.5M	474,394	−6,793	TRIM
203	MML INVESTORS SERVICES, LLC	$68.5M	474,063	+11,960	ADD
204	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$67.2M	464,967	+378,485	ADD
205	Glenview Trust Co	$66.5M	460,477	+80,350	ADD
206	Waverly Advisors, LLC	$65.7M	454,852	−3,672	TRIM
207	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$64.4M	445,880	+93,466	ADD
208	HENGEHOLD CAPITAL MANAGEMENT LLC	$63.0M	436,351	+9,870	ADD
209	J. Safra Sarasin Holding AG	$63.0M	435,953	+5,209	ADD
210	Capital Investment Advisors, LLC	$62.9M	435,786	+231,858	ADD
211	SCOPUS ASSET MANAGEMENT, L.P.	$62.7M	433,750	+433,750	NEW
212	Vest Financial, LLC	$61.5M	425,701	+41,253	ADD
213	ING GROEP NV	$61.2M	423,776	−38,593	TRIM
214	Federation des caisses Desjardins du Quebec	$60.1M	415,984	+26,762	ADD
215	CIBC WORLD MARKET INC.	$60.0M	415,600	−96,233	TRIM
216	Sanctuary Advisors, LLC	$59.7M	413,573	−4,808	TRIM
217	XPONANCE LLC	$59.4M	411,442	+54,912	ADD
218	EASTERN BANK	$59.2M	409,950	+49,330	ADD
219	Allworth Financial LP	$58.5M	405,246	+16,688	ADD
220	Empowered Funds, LLC	$57.9M	400,917	+400,917	NEW
221	FACTORY MUTUAL INSURANCE CO	$57.4M	397,537	+10,100	ADD
222	Mediolanum International Funds Ltd	$57.2M	395,385	+263,412	ADD
223	ABN AMRO INVESTMENT SOLUTIONS	$56.7M	392,777	−6,007	TRIM
224	BENJAMIN EDWARDS INC	$55.3M	382,500	+5,154	ADD
225	Utah Retirement Systems	$55.2M	381,889	−6,193	TRIM
226	Varma Mutual Pension Insurance Co	$54.7M	378,855	0	NO CHANGE
227	NICHOLS & PRATT ADVISERS LLP /MA	$54.5M	377,603	+1,932	ADD
228	CREDIT AGRICOLE S A	$54.2M	374,917	−763,577	TRIM
229	NewEdge Advisors, LLC	$54.0M	373,575	+373,575	NEW
230	PUBLIC SECTOR PENSION INVESTMENT BOARD	$53.8M	372,298	+69,732	ADD
231	Welch Group, LLC	$53.5M	370,354	+370,354	NEW
232	BOWEN HANES & CO INC	$53.1M	367,943	+35,325	ADD
233	Private Advisor Group, LLC	$52.7M	365,034	−9,724	TRIM
234	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$52.4M	362,648	−52,676	TRIM
235	OFI INVEST ASSET MANAGEMENT	$51.4M	407,235	+2,358	ADD
236	Boston Partners	$51.4M	353,068	+31,644	ADD
237	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$51.3M	355,010	+355,010	NEW
238	KORNITZER CAPITAL MANAGEMENT INC /KS	$51.2M	354,289	−2,249	TRIM
239	ARMSTRONG HENRY H ASSOCIATES INC	$51.0M	353,180	−1,692	TRIM
240	RWA WEALTH PARTNERS, LLC	$50.7M	350,796	−4,906	TRIM
241	FIDUCIARY TRUST CO	$50.6M	350,264	−12,455	TRIM
242	COUNTRY TRUST BANK	$50.4M	349,122	+16,891	ADD
243	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$50.0M	346,425	+7,594	ADD
244	Rakuten Investment Management, Inc.	$50.0M	345,541	+37,985	ADD
245	Hook Mill Capital Partners, LP	$49.7M	343,941	+82,085	ADD
246	NEOS Investment Management LLC	$49.5M	342,694	+18,687	ADD
247	QRG CAPITAL MANAGEMENT, INC.	$49.4M	342,252	+48,989	ADD
248	Sequoia Financial Advisors, LLC	$48.5M	336,021	+5,613	ADD
249	Wilmington Savings Fund Society, FSB	$48.2M	333,736	−5,881	TRIM
250	DAVIS R M INC	$47.6M	329,437	+8,667	ADD
251	Woodline Partners LP	$47.5M	329,079	+92,603	ADD
252	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$46.9M	324,774	−13,139	TRIM
253	CAPITAL ADVISORS INC/OK	$46.8M	324,113	+1,691	ADD
254	Quintet Private Bank (Europe) S.A.	$46.4M	321,308	−89,321	TRIM
255	Qube Research & Technologies Ltd	$46.4M	321,004	−1,874,154	TRIM
256	MATHER GROUP, LLC.	$46.2M	319,923	+39,866	ADD
257	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$46.1M	319,098	−418,924	TRIM
258	TOCQUEVILLE ASSET MANAGEMENT L.P.	$45.6M	315,544	−2,208	TRIM
259	GREAT LAKES ADVISORS, LLC	$45.3M	313,767	+9,599	ADD
260	Tidal Investments LLC	$45.2M	312,886	+81,385	ADD
261	Pinnacle Financial Partners, Inc.	$45.1M	312,265	−80	TRIM
262	NISSAY ASSET MANAGEMENT CORP /JAPAN	$44.9M	310,811	+2,617	ADD
263	Tandem Investment Advisors, Inc.	$44.6M	308,672	+306,130	ADD
264	Artemis Investment Management LLP	$44.2M	305,941	+305,941	NEW
265	EDMOND DE ROTHSCHILD HOLDING S.A.	$43.9M	303,673	+14,022	ADD
266	Steward Partners Investment Advisory, LLC	$43.2M	298,971	+17,840	ADD
267	Nippon Life Global Investors Americas, Inc.	$42.3M	292,580	+283,450	ADD
268	Vanguard Personalized Indexing Management, LLC	$42.2M	292,131	+17,835	ADD
269	YOUSIF CAPITAL MANAGEMENT, LLC	$41.8M	289,168	−6,292	TRIM
270	PARK NATIONAL CORP /OH/	$41.7M	288,401	+11,237	ADD
271	Andra AP-fonden	$41.6M	288,284	+210,825	ADD
272	Advisors Capital Management, LLC	$41.6M	287,886	+13,002	ADD
273	Interval Partners, LP	$41.2M	285,046	+18,329	ADD
274	UMB Bank, n.a.	$41.1M	284,840	−3,399	TRIM
275	Merit Financial Group, LLC	$41.1M	284,647	+30,202	ADD
276	Beacon Pointe Advisors, LLC	$41.1M	284,539	+120,850	ADD
277	Avanza Fonder AB	$41.0M	283,753	+13,814	ADD
278	CI INVESTMENTS INC.	$40.7M	281,591	−469,735	TRIM
279	Pathstone Holdings, LLC	$40.4M	279,517	+1,307	ADD
280	SMITH CHAS P & ASSOCIATES PA CPAS	$39.3M	272,321	+2,367	ADD
281	HB Wealth Management, LLC	$38.9M	269,183	+2,494	ADD
282	Lido Advisors, LLC	$38.6M	267,535	+16,904	ADD
283	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$38.5M	266,221	−1,440	TRIM
284	MACQUARIE GROUP LTD	$38.3M	265,418	−191,759	TRIM
285	ASR Vermogensbeheer N.V.	$38.2M	264,717	+8,270	ADD
286	BOKF, NA	$37.9M	262,249	+22,882	ADD
287	Illinois Municipal Retirement Fund	$37.0M	256,224	−7,970	TRIM
288	Triodos Investment Management BV	$36.8M	255,095	0	NO CHANGE
289	REGIONS FINANCIAL CORP	$36.8M	254,763	−15,198	TRIM
290	Formidable Asset Management, LLC	$36.6M	255,617	−28,918	TRIM
291	Vontobel Holding Ltd.	$36.6M	253,392	−35,391	TRIM
292	Aptus Capital Advisors, LLC	$36.6M	253,070	−34,700	TRIM
293	IEQ CAPITAL, LLC	$36.2M	250,624	+97,156	ADD
294	Gradient Investments LLC	$36.1M	250,266	−2,823	TRIM
295	Wealthfront Advisers LLC	$36.1M	249,968	+4,099	ADD
296	Prospera Financial Services Inc	$36.0M	248,922	−4,787	TRIM
297	AIA Group Ltd	$35.8M	247,823	+48,522	ADD
298	WASHINGTON TRUST BANK	$35.8M	247,573	−5,344	TRIM
299	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$35.7M	247,279	−3,717	TRIM
300	Allspring Global Investments Holdings, LLC	$35.6M	247,408	+12,418	ADD
301	Ancora Advisors LLC	$35.3M	244,627	−12,793	TRIM
302	MAIRS & POWER INC	$35.2M	243,410	+27,144	ADD
303	Voleon Capital Management LP	$35.1M	243,036	−90,480	TRIM
304	WATERS PARKERSON & CO., LLC	$35.1M	242,737	+7,554	ADD
305	CONNING INC.	$35.0M	242,481	−5,743	TRIM
306	Roberts Foundation	$34.4M	237,824	+1,551	ADD
307	PINCUS CAPITAL MANAGEMENT, LP	$34.2M	237,023	−67	TRIM
308	Banco Santander, S.A.	$33.8M	233,835	−23,965	TRIM
309	SRB CORP	$33.6M	232,924	+232,924	NEW
310	CORDA Investment Management, LLC.	$33.6M	232,339	+7,847	ADD
311	BERKSHIRE ASSET MANAGEMENT LLC/PA	$33.4M	231,405	+5,213	ADD
312	DELTA ASSET MANAGEMENT LLC/TN	$33.4M	231,232	−2,600	TRIM
313	Investment Management Corp of Ontario	$33.2M	229,893	−24,781	TRIM
314	CULLINAN ASSOCIATES INC	$32.6M	225,713	−33,337	TRIM
315	HM PAYSON & CO	$32.0M	221,557	+2,598	ADD
316	WAYCROSS PARTNERS, LLC	$31.9M	220,784	+119,076	ADD
317	MARTINGALE ASSET MANAGEMENT L P	$31.7M	219,699	−2,382	TRIM
318	ASSOCIATED BANC-CORP	$31.5M	218,116	−5,434	TRIM
319	Hemenway Trust Co LLC	$31.2M	215,755	+3,348	ADD
320	QUADRANT CAPITAL GROUP LLC	$31.1M	215,523	+15,308	ADD
321	GUGGENHEIM CAPITAL LLC	$31.1M	214,979	+23,247	ADD
322	PINNACLE ASSOCIATES LTD	$31.0M	214,800	−5,652	TRIM
323	Crossmark Global Holdings, Inc.	$31.0M	214,724	—	NO PRIOR
324	FIRST MANHATTAN CO. LLC.	$31.0M	214,293	−17,470	TRIM
325	Clearstead Advisors, LLC	$30.9M	214,188	+17,869	ADD
326	Cornerstone Advisors, LLC	$30.4M	210,278	+57,078	ADD
327	Willis Investment Counsel	$30.3M	209,767	−253	TRIM
328	D.A. DAVIDSON & CO.	$30.2M	209,047	+3,575	ADD
329	Stone House Investment Management, LLC	$30.1M	208,162	−10,791	TRIM
330	Badgley Phelps Wealth Managers, LLC	$30.0M	207,650	+2,288	ADD
331	Rokos Capital Management LLP	$29.9M	207,099	+207,099	NEW
332	HANCOCK WHITNEY CORP	$29.9M	206,229	+206,229	NEW
333	Wealth Dimensions Group, Ltd.	$29.5M	204,434	−1,013	TRIM
334	Haverford Trust Co	$29.5M	204,266	−1,438	TRIM
335	LGT Fund Management Co Ltd.	$29.0M	201,057	+136,806	ADD
336	BRADLEY FOSTER & SARGENT INC/CT	$28.6M	197,753	−6,140	TRIM
337	BECKER CAPITAL MANAGEMENT INC	$28.5M	196,999	−3,506	TRIM
338	Generali Asset Management SPA SGR	$28.3M	195,657	−8,357	TRIM
339	CENTRAL TRUST Co	$28.2M	195,431	−1,766	TRIM
340	Danica Pension, Livsforsikringsaktieselskab	$27.9M	193,140	+193,140	NEW
341	DEARBORN PARTNERS LLC	$27.8M	192,745	−9,587	TRIM
342	WHITTIER TRUST CO	$27.7M	194,135	−100,132	TRIM
343	KANAWHA CAPITAL MANAGEMENT LLC	$27.3M	188,980	+6,310	ADD
344	Dai-ichi Life Insurance Company, Ltd	$27.2M	188,214	−12,258	TRIM
345	Savvy Advisors, Inc.	$27.2M	187,998	+34,948	ADD
346	Cresset Asset Management, LLC	$26.7M	184,529	+7,834	ADD
347	Ceredex Value Advisors LLC	$26.5M	183,404	+183,404	NEW
348	Concurrent Investment Advisors, LLC	$25.9M	179,251	+15,964	ADD
349	Arbejdsmarkedets Tillaegspension	$25.6M	176,981	+10,405	ADD
350	Titan Investment Solutions Ltd	$25.3M	175,492	+175,492	NEW
351	Savant Capital, LLC	$25.3M	175,450	+4,507	ADD
352	KCM INVESTMENT ADVISORS LLC	$25.3M	175,289	−7,183	TRIM
353	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$25.0M	173,235	+23,310	ADD
354	Nan Shan Life Insurance Co., Ltd.	$25.0M	172,826	−103,800	TRIM
355	DAVENPORT & Co LLC	$24.7M	171,153	+8,810	ADD
356	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$24.5M	169,643	−645	TRIM
357	Advisors Asset Management, Inc.	$24.3M	168,405	+5,360	ADD
358	Gotham Asset Management, LLC	$24.2M	167,756	+12,808	ADD
359	Cornerstone Capital, Inc.	$24.2M	167,255	+25,250	ADD
360	Northwest & Ethical Investments L.P.	$23.9M	165,656	+65,324	ADD
361	NorthRock Partners, LLC	$23.7M	164,427	+1,103	ADD
362	Smith Salley Wealth Management	$23.6M	163,735	+5,977	ADD
363	Journey Advisory Group, LLC	$23.6M	163,643	−10,847	TRIM
364	NICOLET BANKSHARES INC	$23.6M	163,510	+163,510	NEW
365	Capital International, Inc./CA/	$23.5M	162,742	+41,045	ADD
366	Marble Harbor Investment Counsel, LLC	$23.3M	161,210	+37	ADD
367	FEDERATED HERMES, INC.	$23.3M	161,137	−21,765	TRIM
368	Bridgewater Associates, LP	$22.8M	157,906	−27,445	TRIM
369	EXCHANGE TRADED CONCEPTS, LLC	$22.3M	154,186	+4,761	ADD
370	SCHULHOFF & CO INC	$22.2M	153,572	−95	TRIM
371	Harvest Portfolios Group Inc.	$22.0M	152,109	+8,399	ADD
372	Epoch Investment Partners, Inc.	$21.9M	151,921	−4,616	TRIM
373	Main Street Research LLC	$21.9M	151,627	+543	ADD
374	EP Wealth Advisors, LLC	$21.7M	150,191	−7,723	TRIM
375	KESTRA PRIVATE WEALTH SERVICES, LLC	$21.7M	150,097	−17,471	TRIM
376	Choate Investment Advisors	$21.7M	150,060	−9,782	TRIM
377	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$21.6M	149,879	+47,497	ADD
378	Composition Wealth, LLC	$21.5M	149,167	+5,853	ADD
379	ZWJ INVESTMENT COUNSEL INC	$21.5M	149,128	+6,200	ADD
380	OPPENHEIMER & CO INC	$21.5M	148,913	+5,410	ADD
381	Envestnet Portfolio Solutions, Inc.	$21.5M	148,530	−8,313	TRIM
382	Meiji Yasuda Asset Management Co Ltd.	$21.1M	145,905	+4,229	ADD
383	Norinchukin Bank, The	$21.1M	145,753	−1,956	TRIM
384	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$21.0M	145,453	−2,178	TRIM
385	Modera Wealth Management, LLC	$20.8M	144,164	+1,479	ADD
386	WINDWARD CAPITAL MANAGEMENT CO /CA	$20.8M	143,691	+12,514	ADD
387	Graham Capital Management, L.P.	$20.5M	142,191	+62,572	ADD
388	Stratos Wealth Partners, LTD.	$20.5M	142,145	−5,126	TRIM
389	ABN AMRO Bank N.V.	$20.4M	139,747	−3,919	TRIM
390	BRAUN STACEY ASSOCIATES INC	$20.3M	140,737	+6,987	ADD
391	MIZUHO SECURITIES USA LLC	$20.3M	140,496	−29,650	TRIM
392	Sienna Gestion	$20.1M	137,961	+759	ADD
393	Rafferty Asset Management, LLC	$20.1M	139,095	−56,605	TRIM
394	Atria Investments, Inc	$20.0M	138,488	+6,523	ADD
395	FIRST CITIZENS BANK & TRUST CO	$20.0M	138,290	−537	TRIM
396	BAILARD, INC.	$19.8M	137,399	−4,709	TRIM
397	HUNTINGTON NATIONAL BANK	$19.6M	135,382	+135,382	NEW
398	FARMERS & MERCHANTS INVESTMENTS INC	$19.5M	135,346	+1,362	ADD
399	Moran Wealth Management, LLC	$19.4M	134,599	+9,044	ADD
400	Visionary Wealth Advisors	$19.4M	134,430	+1,276	ADD
401	HOWLAND CAPITAL MANAGEMENT LLC	$19.4M	134,182	−12,298	TRIM
402	Orion Porfolio Solutions, LLC	$19.3M	133,936	−19,805	TRIM
403	RiverFront Investment Group, LLC	$19.2M	133,042	+65,772	ADD
404	PARTHENON LLC	$19.2M	132,802	−2,403	TRIM
405	Elo Mutual Pension Insurance Co	$19.0M	131,795	−82,955	TRIM
406	Knuff & Co LLC	$18.9M	131,026	−2,421	TRIM
407	FIRST NATIONAL BANK OF OMAHA	$18.9M	130,870	−411	TRIM
408	Truepoint, Inc.	$18.8M	129,847	−1,857	TRIM
409	Madison Asset Management, LLC	$18.7M	129,694	+46,697	ADD
410	DF DENT & CO INC	$18.7M	129,532	−1,577	TRIM
411	OneDigital Investment Advisors LLC	$18.7M	129,399	−4,027	TRIM
412	Banque Cantonale Vaudoise	$18.6M	128,990	+11,016	ADD
413	ARS Wealth Advisors Group, LLC	$18.6M	128,976	+4,268	ADD
414	BLI - Banque de Luxembourg Investments	$18.6M	130,981	+130,981	NEW
415	Vestmark Advisory Solutions, Inc.	$18.5M	128,127	+38,006	ADD
416	Aware Super Pty Ltd as trustee of Aware Super	$18.4M	127,368	—	NO PRIOR
417	Trajan Wealth LLC	$18.0M	124,478	+1,497	ADD
418	Bryn Mawr Trust Advisors, LLC	$18.0M	124,401	−3,436	TRIM
419	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$17.9M	123,666	+1,324	ADD
420	INTACT INVESTMENT MANAGEMENT INC.	$17.8M	123,500	−700	TRIM
421	CONFLUENCE INVESTMENT MANAGEMENT LLC	$17.8M	123,362	−4,945	TRIM
422	Union Bancaire Privee, UBP SA	$17.7M	86,616	−92,453	TRIM
423	CHOREO, LLC	$17.6M	121,672	+6,488	ADD
424	Souders Financial Advisors	$17.6M	121,624	+5,260	ADD
425	NBT BANK, N.A.	$17.5M	121,024	+807	ADD
426	BALYASNY ASSET MANAGEMENT L.P.	$17.4M	120,642	−1,769,911	TRIM
427	FORBES J M & CO LLP	$17.4M	120,440	+1,496	ADD
428	JONES FINANCIAL COMPANIES LLLP	$17.3M	119,770	+546	ADD
429	Independent Advisor Alliance	$17.3M	119,430	−10,364	TRIM
430	OMERS ADMINISTRATION Corp	$17.2M	119,290	+29,650	ADD
431	GRANDFIELD & DODD, LLC	$17.2M	118,874	−2	TRIM
432	Rodgers Brothers Inc.	$17.2M	118,852	+103	ADD
433	Moors & Cabot, Inc.	$17.1M	118,298	−25,052	TRIM
434	SBI Securities Co., Ltd.	$17.0M	117,954	−2,090	TRIM
435	Maryland State Retirement & Pension System	$17.0M	117,776	0	NO CHANGE
436	Diversified Trust Co	$16.7M	115,813	+50,238	ADD
437	Covea Finance	$16.7M	115,699	+73,250	ADD
438	World Investment Advisors	$16.6M	115,065	+9,150	ADD
439	Lombard Odier Asset Management (Switzerland) SA	$16.5M	114,505	+16,630	ADD
440	COLDSTREAM CAPITAL MANAGEMENT INC	$16.3M	113,170	+15,451	ADD
441	YCG, LLC	$16.3M	112,905	−4,142	TRIM
442	Mesirow Financial Investment Management, Inc.	$16.2M	112,290	+54,191	ADD
443	Telos Capital Management, Inc.	$16.2M	112,266	−1,028	TRIM
444	Evelyn Partners Investment Management LLP	$16.0M	110,666	−17,376	TRIM
445	Palisade Asset Management, LLC	$15.9M	110,159	+374	ADD
446	FOUNDATIONS INVESTMENT ADVISORS, LLC	$15.9M	109,827	+9,151	ADD
447	Cornerstone Wealth Management, LLC	$15.7M	108,645	+876	ADD
448	BLB&B Advisors, LLC	$15.6M	108,024	+208	ADD
449	NorthCrest Asset Manangement, LLC	$15.5M	107,997	−45,931	TRIM
450	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$15.4M	106,964	+9,815	ADD
451	Fisher Funds Management LTD	$15.4M	106,656	−9,588	TRIM
452	Richard C. Young & CO., LTD.	$15.4M	106,423	−9,433	TRIM
453	Vinva Investment Management Ltd	$15.3M	105,761	−62,769	TRIM
454	BANQUE PICTET & CIE SA	$15.2M	105,043	−27,620	TRIM
455	Fidelity National Financial, Inc.	$15.2M	105,000	+70,000	ADD
456	Hills Bank & Trust Co	$15.1M	104,803	−1,658	TRIM
457	Vident Advisory, LLC	$15.0M	104,146	+20,900	ADD
458	STEPHENS INC /AR/	$15.0M	103,931	+12,198	ADD
459	CCM INVESTMENT ADVISERS LLC	$15.0M	103,909	+300	ADD
460	FLPUTNAM INVESTMENT MANAGEMENT CO	$15.0M	103,810	+303	ADD
461	BTC Capital Management, Inc.	$15.0M	103,839	+12,459	ADD
462	Equitable Holdings, Inc.	$15.0M	104,119	+47,416	ADD
463	AVITY INVESTMENT MANAGEMENT INC.	$14.9M	102,841	−36,095	TRIM
464	ROCKLAND TRUST CO	$14.8M	102,621	+951	ADD
465	SALEM INVESTMENT COUNSELORS INC	$14.7M	101,819	−1,789	TRIM
466	Kingsview Wealth Management, LLC	$14.6M	101,344	+8,023	ADD
467	Talbot Financial, LLC	$14.6M	101,293	+10,037	ADD
468	Laird Norton Wetherby Trust Company, LLC	$14.6M	101,118	−11,467	TRIM
469	Metis Global Partners, LLC	$14.5M	100,426	−3,592	TRIM
470	Turtle Creek Wealth Advisors, LLC	$14.5M	100,406	+22,902	ADD
471	Bragg Financial Advisors, Inc	$14.5M	100,271	+1,969	ADD
472	HFR Wealth Management, LLC	$14.5M	100,177	−2,157	TRIM
473	TRILLIUM ASSET MANAGEMENT, LLC	$14.4M	114,151	+14,516	ADD
474	Callahan Advisors, LLC	$14.4M	99,526	−1,067	TRIM
475	WHITTIER TRUST CO OF NEVADA INC	$14.3M	100,462	−37,179	TRIM
476	Pallas Capital Advisors LLC	$14.3M	99,162	−691	TRIM
477	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$14.2M	98,542	−1,143,867	TRIM
478	TCV Trust & Wealth Management, Inc.	$14.2M	98,070	+4,159	ADD
479	Apollon Wealth Management, LLC	$14.2M	97,998	+6,895	ADD
480	MASTERINVEST Kapitalanlage GmbH	$14.1M	97,620	−1,018	TRIM
481	PICTON MAHONEY ASSET MANAGEMENT	$14.0M	97,226	+61,390	ADD
482	MGO ONE SEVEN LLC	$14.0M	97,102	+618	ADD
483	GQG Partners LLC	$13.9M	96,492	−3,130,437	TRIM
484	Shoker Investment Counsel, Inc.	$13.9M	96,398	−9,773	TRIM
485	ALPS ADVISORS INC	$13.9M	96,396	−3,393	TRIM
486	FRANKLIN STREET ADVISORS INC /NC	$13.9M	96,183	+41,576	ADD
487	BCS Wealth Management	$13.8M	95,712	−96,850	TRIM
488	GDS Wealth Management	$13.8M	95,634	+9,101	ADD
489	PARSONS CAPITAL MANAGEMENT INC/RI	$13.8M	95,419	+4,974	ADD
490	MUFG Securities EMEA plc	$13.8M	95,276	−520	TRIM
491	MONETA GROUP INVESTMENT ADVISORS LLC	$13.7M	95,117	−13,370	TRIM
492	NIXON PEABODY TRUST CO	$13.7M	94,705	−3,425	TRIM
493	Dakota Wealth Management	$13.6M	94,002	−11,233	TRIM
494	Venture Visionary Partners LLC	$13.6M	93,888	−401	TRIM
495	HORAN Wealth, LLC	$13.5M	94,271	−757	TRIM
496	Stack Financial Management, Inc	$13.5M	93,537	+555	ADD
497	ExodusPoint Capital Management, LP	$13.4M	92,607	−86,730	TRIM
498	CIDEL ASSET MANAGEMENT INC	$13.4M	92,525	+19,474	ADD
499	Dana Investment Advisors, Inc.	$13.3M	92,422	+57,822	ADD
500	N.E.W. Advisory Services LLC	$13.3M	92,306	+3,617	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

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 $3K–$45K
Sellers: 4 Kevin Hern R–OK-1, Tommy Tuberville R–AL, Alan Armstrong R–OK, Richard McCormick R–GA-7 $83K–$245K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $24.2M held
Trimming: 3 Fundsmith, Bridgewater Associates, Caxton Associates $629M 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
Date	Who	Change	Size
2026-09-17	David J. Taylor Congress	BUY	$1K–$15K
2026-09-08	Lloyd Doggett Congress	BUY	$1K–$15K
2026-09-01	Kevin Hern Congress	SELL	$50K–$100K
2026-09-01	Kevin Hern Congress	SELL	$1K–$15K
2026-08-20	David J. Taylor Congress	BUY	$1K–$15K
2026-08-14	Richard McCormick Congress	SELL	$1K–$15K
2026-08-05	Tommy Tuberville Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	SELL	$15K–$50K
2026-07-16	Tommy Tuberville Congress	SELL	$15K–$50K
2026-05-15	Gotham Asset Management 13F	ADD	+12,808 sh
2026-05-15	Fundsmith 13F	TRIM	−48,134 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−27,445 sh
2026-05-14	Caxton Associates 13F	EXIT	−2,217 sh

13 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

85 members of Congress disclosed PG — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).