undamentalytics Newsletter

Procter & Gamble: which funds bought and sold

Institutions that bought and sold Procter & Gamble shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 1,790 institutions that filed 13F reports for both quarters added to or opened positions in Procter & Gamble, and 1,834 cut or closed them. Together they added a net 1.8M shares, +0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 808K shares (−0.4%); index fund managers were net buyers of 13.2M shares (+2.0%). 135 opened a new position and 123 sold out entirely.

Bought, Q2 2026 1,790 institutions, 135 of them new holders Sold, Q2 2026 1,834 institutions, 123 of them sold out
Net change, all compared +1.8M shares (+0.1%)
Net change, active managers −808K shares (−0.4%), 46 bought, 69 sold

Buyers versus sellers

institutions compared, 4,069
Active managers and hedge funds 46 bought · 69 sold · −808K
Index fund managers 9 bought · 3 sold · +13.2M
Other institutions 1,735 bought · 1,762 sold · −10.6M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Capital World Investors Active manager +8.0M +107.3% 15.4M $2.3B
Charles Schwab Investment Management Inc Index funds +5.9M +14.2% 47.2M $6.9B
SG Americas Securities, LLC +5.2M +573.6% 6.1M $888M
Assenagon Asset Management S.A. +4.0M +194.6% 6.0M $883M
Blackrock, Inc. Index funds +3.0M +1.6% 190.0M $27.9B
Ilex Capital Partners (UK) LLP +2.3M +164.0% 3.7M $548M
Point72 Asset Management, L.P. Hedge fund +2.2M +105.8% 4.3M $634M
Citadel Advisors LLC Hedge fund +2.2M +323.9% 2.9M $426M
Geode Capital Management, LLC Index funds +2.1M +3.2% 66.5M $9.7B
Dimensional Fund Advisors LP +1.8M +15.1% 13.6M $2B
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main +1.6M +102.3% 3.1M $456M
Amundi +1.5M +16.6% 10.7M $1.6B
Vanguard Capital Management LLC Index funds +1.1M +0.7% 152.1M $22.3B
Qube Research & Technologies Ltd Hedge fund +986K +307.1% 1.3M $192M
State Street Corp Index funds +965K +1.0% 102.2M $15B
Royal Bank Of Canada +907K +6.4% 15.0M $2.2B
Capitolis Liquid Global Markets LLC +838K +262.7% 1.2M $170M
Cambridge Investment Research Advisors, Inc. +770K +104.1% 1.5M $221M
Freestone Grove Partners LP Hedge fund +764K New position 764K $112M
Woodline Partners LP Hedge fund +710K +215.7% 1.0M $152M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Jpmorgan Chase & Co −9.5M −28.7% 23.7M $3.5B
Price T Rowe Associates Inc Active manager −3.2M −9.9% 28.9M $4.2B
Morgan Stanley −2.1M −4.2% 47.2M $6.9B
BNP Paribas Asset Management Holding S.A. −1.9M −66.8% 941K $138M
AQR Capital Management LLC Hedge fund −1.9M −46.2% 2.2M $315M
Wellington Management Group LLP Active manager −1.9M −22.3% 6.5M $948M
D. E. Shaw & Co., Inc. Hedge fund −1.7M −69.1% 755K $111M
Legal & General Group PLC −1.6M −10.1% 14.6M $2.1B
Capital Research Global Investors Active manager −1.6M −18.7% 6.9M $1B
Rathbones Group PLC −1.5M −49.5% 1.6M $229M
Bank Julius Baer & Co. Ltd, Zurich −1.5M −32.9% 3.0M $446M
FMR LLC Active manager −1.4M −4.6% 29.3M $4.3B
Magellan Asset Management Ltd Active manager −1.2M −92.6% 97K $14.2M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −1.1M −6.1% 17.2M $2.5B
BNP Paribas Financial Markets −1.0M −28.7% 2.6M $374M
Franklin Resources Inc Active manager −976K −3.5% 26.8M $3.9B
Ameriprise Financial Inc −759K −5.2% 13.9M $2B
Healthcare Of Ontario Pension Plan Trust Fund −758K −83.9% 146K $21.3M
Lazard Asset Management LLC Active manager −706K −19.7% 2.9M $421M
Adage Capital Partners Gp, L.L.C. Hedge fund −697K −24.7% 2.1M $311M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Freestone Grove Partners LPHedge fund 764K $112M
Voloridge Investment Management, LLCHedge fund 505K $74.1M
Tudor Investment Corp Et AlHedge fund 312K $45.8M
Heritage Wealth Management, Inc. 125K $18.4M
J.W. Cole Advisors, Inc. 113K $16.6M
Entropy Technologies, LP 108K $15.9M
Altium Investment Strategies LLC 101K $14.8M
Xtx Topco Ltd 101K $14.7M
Logan Capital Management Inc 94K $13.8M
Schonfeld Strategic Advisors LLCHedge fund 92K $13.4M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Nearwater Capital Markets, Ltd 435K $62.8M
Rokos Capital Management LLPHedge fund 207K $29.9M
M Holdings Securities, Inc. 130K $18.7M
Exoduspoint Capital Management, LPHedge fund 93K $13.4M
Kepler Cheuvreux (Suisse) SA 38K $5.5M
Evoke Wealth, LLC 37K $5.4M
Tradewinds, Llc. 25K $3.6M
Gladius Capital Management LP 15K $2.2M
Imc-Chicago, LLC 12K $1.8M
Jackson Wealth Management, LLC 12K $1.7M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
4,012
Ten largest holders
46.4%
of 13F-reported shares
Index fund managers
40.8%
of 13F-reported shares
Active managers and hedge funds
12.9%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 46 69 9 8 −808K −0.4%
Index fund managers 9 3 0 0 +13.2M +2.0%
Other institutions 1,735 1,762 126 115 −10.6M −1.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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