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Disclosery

PFG PRINCIPAL FINANCIAL GROUP IN

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Stock (common), issuer CIK 1126328

934 managers (961 13F filers) reported a position in PFG shares at 2026-06-30, 170,635,941 shares in all. 104 filers opened a position and 56 filers sold out during the quarter.

Managers
934
13F filers
961
New
104
Added
393
Reduced
273
Sold out
56
Shares held by filers
170,635,941

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…7,000$754K<0.01%-81513F-HRTimelineGroup
OmniStar Financial Group, Inc.6,989$753K0.35%+48813F-HRTimeline
J.W. COLE ADVISORS, INC.6,909$745K0.01%+2613F-HRTimeline
Vestcor Inc6,839$737K0.02%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,746$727K<0.01%+2213F-HRTimelineGroup
PLIMOTH TRUST CO LLC6,727$725K0.14%-66513F-HRTimeline
UMB Bank, n.a.6,638$715K0.01%-7513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Callan Family Office, LLCin group Callan Family Office, LLC6,624$714K0.01%+14413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,584$710K0.01%-19713F-HRTimeline
Obermeyer Wealth Partners6,534$704K0.03%-5713F-HRTimeline
North Dakota State Investment Board6,471$697K0.03%+18113F-HRTimeline
E. Ohman J:or Asset Management AB6,450$695K0.02%013F-HRTimeline
Jacobi Capital Management LLC6,438$694K0.03%-15213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC6,431$693K0.02%new13F-HRTimelineGroup
GREENLEAF TRUST6,411$691K0.01%-23913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,326$682K0.01%+57313F-HRTimelineGroup
TOBAM6,322$681K0.17%+63013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prime Capital Investment Advisors, LLC6,308$680K0.01%+36513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC6,298$679K0.06%-65013F-HRTimeline
Venture Visionary Partners LLC6,292$678K0.02%+513F-HRTimeline
Smartleaf Asset Management LLC6,246$678K0.02%013F-HRTimeline
ExodusPoint Capital Management, LP6,269$676K0.01%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,189$667K<0.01%+713F-HRTimeline
ROMANO BROTHERS AND COMPANY6,185$667K0.07%013F-HRTimeline
Assenagon Asset Management S.A.6,152$663K<0.01%-99,22513F-HR/ATimeline
Vise Technologies, Inc.6,132$661K0.01%+1,59113F-HRTimeline
Kingsview Wealth Management, LLC6,101$658K0.01%+91513F-HRTimeline
Hilltop National Bank6,000$647K0.14%-29913F-HRTimeline
National Wealth Management Group, LLC5,973$644K0.2%-1,37013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,958$642K0.01%-49413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,934$640K<0.01%+1,92013F-HRTimelineGroup
Global Retirement Partners, LLC5,888$635K0.01%13F-HRTimeline
Capital Investment Advisors, LLC5,875$633K0.01%new13F-HRTimeline
Ballentine Partners, LLC5,823$628K0.01%+3,07713F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC5,760$621K0.08%+1,69213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,756$620K0.01%+64113F-HR/ATimeline
Tema ETFs LLC5,716$616K0.02%+43513F-HRTimeline
Palisade Asset Management, LLC5,637$608K0.06%013F-HRTimeline
Focus Financial Network, Inc.5,613$605K0.02%+11013F-HRTimeline
Apella Capital, LLC5,358$605K0.01%+5713F-HRTimeline
GENTRY PRIVATE WEALTH, LLC5,608$604K0.31%-15613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,601$604K0.01%+53113F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.5,589$602K0.1%new13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC5,236$597K0.02%-10013F-HRTimeline
Iowa State Bank5,477$590K0.1%-3013F-HRTimeline
LVW Advisors, LLC5,473$590K0.05%+70313F-HRTimeline
CWA Asset Management Group, LLC5,329$574K0.02%+7013F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP5,321$573K0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Waldron Private Wealth LLC5,264$567K0.02%+6013F-HRTimeline
Aprio Wealth Management, LLC5,240$565K0.03%+10513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,228$564K0.01%+1,13613F-HR/ATimeline
Arkadios Wealth Advisors5,214$562K0.01%-1,17013F-HRTimeline
Benin Management CORP5,200$560K0.11%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,114$551K-135Timeline
Canada Post Corp Registered Pension Plan5,046$544K0.02%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,025$542K0.01%+1,79813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,997$539K0.01%+15513F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC4,995$538K<0.01%013F-HRTimelineGroup
IHT Wealth Management, LLC4,955$534K0.01%-14413F-HRTimeline
Steward Partners Investment Advisory, L…4,927$531K<0.01%-1,73913F-HRTimeline
AlphaStar Capital Management, LLC4,913$529K0.03%+37313F-HRTimeline
Schonfeld Strategic Advisors LLC4,887$527K<0.01%new13F-HRTimeline
Metis Global Partners, LLC4,886$527K0.01%-5,27113F-HRTimeline
Sompo Asset Management Co., Ltd.4,880$526K0.09%+64013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,788$516K0.01%-5,93313F-HRTimelineGroup
TWIN CAPITAL MANAGEMENT INC4,779$515K0.06%+513F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,712$508K0.01%+17913F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…4,704$507K<0.01%-6,34313F-HRTimelineGroup
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co4,688$505K0.02%-3013F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management4,640$500K<0.01%+1,68713F-HRTimelineGroup
Krilogy Financial LLC4,628$499K0.01%-29213F-HRTimeline
Kepler Cheuvreux (Suisse) SA4,604$496K0.03%-6,44613F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,603$496K0.02%+6113F-HRTimeline
REXFORD CAPITAL INC4,556$491K0.3%013F-HRTimeline
Premier Path Wealth Partners, LLC4,539$489K0.06%+8513F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,477$483K0.02%-6,42413F-HRTimeline
HANCOCK WHITNEY CORP4,476$482K0.01%-5413F-HRTimeline
Argentarii, LLC4,254$481K0.14%+513F-HRTimeline
Perigon Wealth Management, LLC4,457$480K0.01%+19313F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding4,432$478K-4,374Timeline
Bull Harbor Capital LLC4,382$472K0.09%+15913F-HRTimeline
Perpetual Ltdin group Perpetual Ltd4,364$470K0.01%+2713F-HRTimelineGroup
BEACON FINANCIAL GROUP4,356$469K0.04%-9513F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD4,276$461K0.19%+26913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,228$456K0.01%+1013F-HRTimeline
OPTIMA CAPITAL LLC4,201$453K0.18%+2813F-HRTimeline
Catalyst Funds Management Pty Ltd4,200$453K0.03%new13F-HRTimeline
Gladstone Institutional Advisory LLC4,185$451K0.01%+80313F-HRTimeline
Advisory Services Network, LLC4,185$451K0.01%-7813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp4,166$449K0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC4,034$435K<0.01%+3113F-HRTimeline
ETF Portfolio Partners, Inc.4,015$433K0.1%013F-HRTimeline
Independent Advisor Alliance4,002$431K0.01%+4613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,995$431K0.13%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.3,993$430K0.03%+22313F-HRTimeline
Clearstead Advisors, LLC3,981$429K<0.01%+3,58613F-HRTimeline
Glaxis Capital Management, LLC3,941$425K0.85%013F-HRTimeline
FIL Ltdin group FIL Ltd3,914$422K<0.01%-5,63413F-HRTimelineGroup
SECURITY NATIONAL BANK OF SIOUX CITY IO…3,899$420K0.17%new13F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…3,882$418K0.01%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,879$418K0.01%+5313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,879$418K0.01%+26513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Trivium Point Advisory, LLC3,861$416K0.04%+14513F-HRTimeline
Regal Investment Advisors LLC3,840$414K0.02%+80413F-HRTimeline
Snowden Capital Advisors LLC3,831$413K0.01%+1,16413F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC3,821$412K0.25%013F-HRTimeline
One Wealth Advisors, LLC3,782$408K0.05%-11413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,779$407K<0.01%+1,50713F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,749$404K<0.01%+3213F-HRTimelineGroup
CAXTON ASSOCIATES LLP3,697$398K0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL3,692$398K<0.01%+44413F-HRTimeline
Checchi Capital Advisers, LLC3,678$396K0.03%+4713F-HRTimeline
Beacon Pointe Advisors, LLC3,651$394K<0.01%-10513F-HRTimeline
HBK Sorce Advisory LLC3,403$391K0.01%-4813F-HRTimeline
TCW GROUP INCin group TCW GROUP INC3,617$390K<0.01%-8413F-HRTimelineGroup
International Private Wealth Advisors L…3,604$388K0.2%-2013F-HRTimeline
Elevated Capital Advisors, LLC3,604$388K0.11%-4,05513F-HRTimeline
Strategic Investment Advisors / MI3,596$388K0.02%-47313F-HRTimeline
Legato Capital Management LLC3,567$384K0.03%-1,34213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,563$384K0.02%-19213F-HRTimelineGroup
JMN Financial LLC3,545$382K0.3%-47813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,539$381K0.01%-17613F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP3,499$377K<0.01%-21,35013F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC3,479$375K0.02%+2413F-HRTimeline
Bayforest Capital Ltd3,406$367K0.34%+3,35013F-HRTimeline
Alteri Wealth LLC3,398$366K0.1%-26213F-HRTimeline
First Citizens Financial Corp3,388$365K0.15%-1613F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…3,332$359K0.1%013F-HRTimeline
Foundations Investment Advisors, LLC3,313$357K<0.01%+10513F-HRTimeline
Argent Trust Co3,295$355K0.01%+18913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,283$354K0.01%+95413F-HRTimelineGroup
Symphony Financial, Ltd. Co.3,194$346K0.04%+30013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC3,183$343K0.01%013F-HRTimelineGroup
Valeo Financial Advisors, LLC3,183$343K0.01%+4013F-HRTimeline
Sound View Wealth Advisors Group, LLC3,179$343K0.02%-5613F-HRTimeline
Midwest Heritage Bank, FSB3,168$341K0.1%+1313F-HRTimeline
Mutual Advisors, LLC3,164$341K0.01%-1413F-HRTimeline
Sivia Capital Partners, LLC3,162$341K0.04%013F-HRTimeline
Ashton Thomas Private Wealth, LLC3,162$341K0.01%-5713F-HRTimeline
Compound Planning, Inc.3,154$340K0.01%+7913F-HRTimeline
Chesley Taft & Associates LLC3,130$337K0.01%-7613F-HRTimeline
Orion Porfolio Solutions, LLC3,111$335K<0.01%-58713F-HRTimeline
Adams Wealth Management3,092$333K0.06%-3613F-HRTimeline
CacheTech Inc.3,092$333K0.05%-3613F-HRTimeline
Central Pacific Bank - Trust Division3,077$332K0.03%-27213F-HRTimeline
Provident Living Financial Services, In…3,040$328K0.32%-33513F-HRTimeline
WEDBUSH SECURITIES INC3,036$327K0.01%-1013F-HRTimeline
Shepherd Financial Partners LLC3,026$326K0.03%+1413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,024$326K0.01%013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK3,000$323K0.15%013F-HRTimeline
Glassy Mountain Advisors, Inc.3,000$323K0.09%013F-HRTimeline
Busey Bank2,899$312K0.01%-5213F-HRTimeline
Wedmont Private Capital2,771$311K0.01%+27913F-HRTimeline
SIGNATUREFD, LLC2,884$311K<0.01%+30213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,988$310K0.01%new13F-HRTimelineGroup
Accredited Investors Inc.2,866$309K0.01%013F-HRTimeline
Plancorp, LLC2,693$306K0.01%+45113F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP2,835$306K<0.01%+41213F-HRTimelineGroup
OFS Enterprise LLC2,834$305K0.08%+713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,822$304K0.01%-313F-HRTimelineGroup
NorthCrest Asset Manangement, LLC2,720$304K0.01%+36713F-HRTimeline
CX Institutional2,808$303K0.01%+5213F-HRTimeline
Kera Capital Partners, Inc.2,799$302K0.03%-10513F-HRTimeline
Apeiron RIA LLC2,782$300K0.08%013F-HRTimeline
HighPoint Advisor Group LLC2,774$299K0.01%+1113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,771$299K0.02%+40113F-HRTimeline
WINNACLE WEALTH LLC2,751$297K0.2%+2213F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,748$296K0.01%013F-HRTimeline
Summit Financial, LLC2,747$296K<0.01%new13F-HRTimeline
XXI WEALTH, LLC2,713$292K0.13%-13413F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,701$291K<0.01%-3,40113F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC2,694$290K0.07%+2013F-HRTimeline
Kinloch Capital, LLC2,650$286K0.1%-2513F-HRTimeline
Westmount Partners, LLC2,648$285K0.06%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC2,644$285K0.02%+3513F-HRTimeline
Investment Research & Advisory Group, I…2,636$285K0.09%013F-HRTimeline
Aaron Wealth Advisors LLC2,620$282K0.01%-1,80313F-HRTimeline
TSFG, LLC2,613$282K0.04%+2013F-HRTimeline
Kovack Advisors, Inc.2,602$282K0.01%new13F-HRTimeline
WHITTIER TRUST CO2,500$281K<0.01%013F-HRTimeline
GREAT LAKES ADVISORS, LLC2,593$279K<0.01%new13F-HRTimeline
180 WEALTH ADVISORS, LLC2,591$279K0.03%-14213F-HRTimeline
Sageworth Trust Co2,577$278K0.01%013F-HRTimeline
Paragon Capital Management Ltd2,572$277K0.05%+22013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,529$273K<0.01%new13F-HRTimelineGroup
Sageworth Trust Co of South Dakota2,528$272K0.17%013F-HRTimeline
Pallas Capital Advisors LLC2,526$272K0.01%+17513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,526$272K0.03%-10313F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,520$272K<0.01%-1,57813F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …2,516$271K0.07%013F-HRTimeline
S&CO INC2,500$269K0.02%013F-HRTimeline
JT Stratford LLC2,490$268K0.03%new13F-HRTimeline
Paladin Partners, LLC2,490$268K0.18%013F-HRTimeline
Balefire, LLC2,484$268K0.04%-28713F-HRTimeline
First Nebraska Trust Co2,479$267K0.02%013F-HRTimeline
Caerus Investment Advisors, LLC2,470$266K0.09%-6913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,440$263K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,425$261K0.01%+9213F-HRTimelineGroup
RENAISSANCE GROUP LLC2,422$261K0.01%013F-HRTimeline
Resurgent Financial Advisors LLC2,416$260K0.07%+213F-HRTimeline