Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Procter & Gamble Co (PG)

4K + Investors. Track Smart Money conviction in PG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — PG

Based on 3996 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
3,996 hedge funds hold PG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PG is almost the same as a year ago (+70 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

1969 buying1931 selling
Last quarter: 1,969 funds bought or added vs 1,931 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-137 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 198 → 194 → 410 → 273. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

74% of holders stayed for 2+ years

■ 74% conviction (2yr+) ■ 15% medium ■ 12% new
2,956 out of 3,996 hedge funds have held PG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

239 → 198 → 194 → 410 → 273 new funds/Q
New funds entering each quarter: 198 → 194 → 410 → 273. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 74% veterans vs 14% newcomers

■ 74% veterans ■ 12% 1-2yr ■ 14% new
Entry-cohort mix of 4,075 holders: 3,007 (74%) are 2+ year veterans, 482 entered 1–2 years ago, and 586 (14%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
73 of 3982 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in PG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PG

In 2026 Q1, 1969 hedge funds were net buyers of PG (273 opened a new position, 1696 added to an existing one), while 1931 reduced or exited (1661 trimmed, 270 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 62% of total institutional value in PG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 3996.

Hedge Fund Ownership: PG

How many hedge funds hold PG — quarterly history vs. share price
Quarterly hedge fund ownership of PG vs. share price

Market Analysis: PG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Procter & Gamble Co (PG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PG has moved relative to its sector benchmark (XLP) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 45d ago
PG
-1.6%
XLP
+3.5%

PG outperformed XLP by -5.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
PG
+0.0%
XLP
+0.0%

Since the filing became public, PG outperformed XLP by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

166 top-rated funds 61 high-conviction
Consensus
9.7
/ 10
breadth
×
Elite
6.5
/ 10
conviction
Hedge Fund Positioning: PG
2026 Q2 Stats Unlock in 5 days 4K + Investors

Track Smart Money conviction in PG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 3939 3988 -1.23%
13F Shares 1.58B 1.63B -2.9%
Total Value $219.80B $226.79B -3.08%
New Positions 253 410 -157
Increased Positions 1668 1388 +280
Closed Positions 302 258 +44
Reduced Positions 1616 1818 -202
Total Calls 47 46 2.17%
Total Puts 42 44 -4.55%
PUT/CALL Ratio 0.89 0.96 Neutral

Statistics: PG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

4K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PG. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 PG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Roberts Foundation 100.00% 239,639 $35.1M
2 Altium Investment Strategies LLC 21.32% 100,702 $14.8M
3 Pincus Capital Management, LP 20.72% 237,023 $34.8M
4 Vega Investment Solutions 13.67% 656,894 $96.3M
5 Ilex Capital Partners (UK) LLP 11.23% 3,734,666 $547.7M
6 Schulhoff & Co Inc 8.98% 152,478 $22.4M
7 Formidable Asset Management, LLC 5.80% 252,440 $36.5M
8 Wealth Dimensions Group, Ltd. 5.36% 203,926 $29.9M
9 Armstrong Henry H Associates Inc 4.97% 349,810 $51.3M
10 Knuff & Co LLC 4.69% 126,346 $18.5M
11 Hengehold Capital Management LLC 4.69% 411,955 $60.4M
12 Slocum, Gordon & Co LLP 4.66% 47,795 $7.0M
13 Heritage Wealth Management, Inc. 4.59% 125,340 $18.4M
14 Atlas Capital Advisors INC. 4.49% 271,681 $39.2M
15 Fundsmith LLP 4.38% 4,078,371 $598.1M
16 Kellett Wealth Advisors, LLC 4.37% 64,022 $9.4M
17 Carlson Capital, L.P. 4.30% 144,934 $21.3M
18 Cane Capital Partners, LLC 4.24% 73,134 $10.7M
19 Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 4.12% 44,247 $6.5M
20 Stone House Investment Management, LLC 4.02% 205,993 $30.2M
21 Trace Wealth Advisors, LLC 3.93% 40,977 $6.0M
22 Shoker Investment Counsel, Inc. 3.93% 106,814 $15.7M
23 Yacktman Asset Management LP 3.56% 1,963,488 $287.9M
24 Rit Capital Partners plc 3.54% 149,800 $21.9M
25 Fundsmith Investment Services LTD. 3.52% 1,085,919 $159.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Procter & Gamble Co (PG)

What does the Smart Money Trend signal show for PG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PG?

Slight buying edge — 50% buying: Last quarter: 1,969 funds bought or added vs 1,931 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PG holders?

Elite ownership — 62% AUM from top-100 funds: 73 of 3982 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in PG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PG?

74% of holders stayed for 2+ years: 2,956 out of 3,996 hedge funds have held PG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Procter & Gamble Co (PG) following the 2026 Q2 hedge fund 13F filings?

As of today, PG has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLP sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), PG has gained -1.6% vs +3.5% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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