§ CONSUMER PRODUCTS
USD · Consumer products

PG

PROCTER & GAMBLE CO/THE
· USDSector · Consumer productsMarket cap · $332610.88TBeta · 0.42
LAST · MARKET CLOSE
149.31
−2.10 ▼ 1.39%PREV CLOSE · $151.41
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 150.68HIGH 151.22LOW 146.96VOL 0AVG VOL 52W 137.62 — 174.80
EVENTS1D · AC · ACCUMULATE
§ 02 · AC TAKE
Where we stand
ACCUMULATELAST UPDATED 1D

Procter & Gamble's ownership structure tells a pretty familiar story for a mega-cap consumer staples name: passive index funds anchor the base at 23.3%, which means a meaningful chunk of buying and selling activity is essentially on autopilot, driven by index rebalancing rather than any conviction about the business.

The near-total absence of growth and momentum money (0.0%) and minimal activist interest (0.2%) paints PG as a stock that nobody is particularly excited about in either direction right now, which tracks with the neutral market regime score of essentially zero. A P/E of 20.2x is reasonable for the franchise but not cheap enough to attract deep value players, who register at just 0.4%. Systematic quant and tactical macro funds are barely present at 0.5% each, suggesting the stock isn't generating interesting signals for short-term traders either. It's worth flagging the obvious: 13F institutional filings are submitted quarterly and can be 45 to 90 days stale by the time they're analyzed, meaning the ownership picture here reflects positioning from weeks ago, not today. Markets move faster than disclosure windows. The current price and market cap data also appear to contain errors — a $332 quadrillion market cap for any earthly company should be treated as a data artifact, not a valuation call. None of this is a roadmap for what PG does next; it's a rearview mirror, and a slightly foggy one at that.

CONVICTION
70/100
TIME HORIZON
6M
Read the full note →

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
3070 increased/new, 2325 decreased/exited (13F)
AC 13F Analysis
INSIDER
No recent filings
SHORT INT
FINRA · bi-monthly
OPTIONS SKEW
Put/call ratio 0.50
CBOE
ANALYST
22 buy, 12 hold, 1 sell
Finnhub
CROWDING
Ownership percentile

§ 04 · FUNDAMENTALS · THE BOOKS

P/E20.2P/S
EV/EBITDAP/B7.14
Revenue (TTM)Rev YoY
Gross marginOp margin
Net incomeFCF
CashDebt
Dividend2.96%Buybacks 1Y
AC INTELLIGENCE

Procter & Gamble's ownership structure tells a pretty familiar story for a mega-cap consumer staples name: passive index funds anchor the base at 23.3%, which means a meaningful chunk of buying and selling activity is essentially on autopilot, driven by index rebalancing rather than any conviction about the business. The quality compounder category at 10.5% reflects the long-held view of PG as a durable, slow-moving cash machine, while the income/defensive sleeve at 2.4% is surprisingly modest for a dividend stalwart — suggesting some of those traditionally defensive mandates may be rotating elsewhere or are simply captured within the "other unclassified" bucket, which at 22.1% is frustratingly large and limits the precision of any behavioral read here.

§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
Vanguard Group213.8M0.4%
State Street101.6M0.5%
BlackRock, Inc.75.2M0.2%
Geode Capital Management55.5M0.5%+730%
BlackRock, Inc.48.8M0.1%+772%
NORGES BANK32.6M0.5%
AC INTELLIGENCE

Top institutional owners for PG as of the most recent 13F window (Dec 2025). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER29.9% · 0 holders
PASSIVE / INDEX23.3% · 11 holders
OTHER22.1% · 3,780 holders
QUALITY / COMPOUNDER10.5% · 48 holders
DEALER / BANK10.2% · 38 holders
INCOME / DEFENSIVE2.4% · 28 holders
SYSTEMATIC / QUANT0.5% · 14 holders
TACTICAL / MACRO0.5% · 5 holders
DEEP VALUE0.4% · 7 holders
ACTIVIST0.2% · 1 holder
GROWTH / MOMENTUM0.0% · 2 holders
AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

NO INSIDER FILINGS
AC INTELLIGENCE

No Form 4 filings on record for PG in the last 180 days.

§ 08 · COVERAGE · OUR RECENT NOTES