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Disclosery

PFG PRINCIPAL FINANCIAL GROUP IN

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Stock (common), issuer CIK 1126328

771 managers (786 13F filers) reported a position in PFG shares at 2024-12-31, 163,585,313 shares in all. 44 filers opened a position and 80 filers sold out during the quarter.

Managers
771
13F filers
786
New
44
Added
271
Reduced
273
Sold out
80
Shares held by filers
163,585,313

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Marquette Asset Management, LLC5,702$441K0.07%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,670$439K<0.01%-29013F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL5,497$426K<0.01%new13F-HRTimeline
Premier Path Wealth Partners, LLC5,449$422K0.06%-13513F-HRTimeline
Caprock Group, LLC5,339$413K0.01%+11113F-HRTimeline
Waldron Private Wealth LLC5,339$413K0.02%-1513F-HRTimeline
CWA Asset Management Group, LLC5,298$410K0.02%+1513F-HRTimeline
TWIN CAPITAL MANAGEMENT INC5,252$407K0.04%-7213F-HRTimeline
Sompo Asset Management Co., Ltd.5,220$404K0.07%-1,60013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.5,223$404K0.02%+13213F-HRTimeline
Benin Management CORP5,200$403K0.11%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,165$400K<0.01%-43313F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,146$398K0.01%-19113F-HRTimelineGroup
Meeder Advisory Services, Inc.group of 2 filers holding5,133$397K+1,946Timeline
Legacy Financial Advisors, Inc.5,099$395K0.07%-38513F-HRTimeline
IHT Wealth Management, LLC5,050$391K0.01%-2,46113F-HRTimeline
TWO SIGMA SECURITIES, LLC5,029$389K0.07%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,759$389K0.02%+27413F-HRTimeline
HANCOCK WHITNEY CORP4,846$375K0.01%-9413F-HRTimeline
Heartland Bank & Trust Co4,829$374K0.2%-30313F-HRTimeline
Teza Capital Management LLC4,801$372K0.06%new13F-HRTimeline
Bleakley Financial Group, LLC4,798$371K0.01%-34113F-HRTimeline
Nilsine Partners, LLC4,743$367K0.04%+53613F-HRTimeline
MML INVESTORS SERVICES, LLC4,711$365K<0.01%-2613F-HRTimeline
My Legacy Advisors, LLC4,546$364K0.14%+513F-HRTimeline
Vestcor Inc4,654$360K0.01%-913F-HRTimeline
Sequoia Financial Advisors, LLC4,630$358K<0.01%+1,81813F-HR/ATimeline
Csenge Advisory Group4,592$355K0.02%+2913F-HRTimeline
UMB Bank, n.a.4,589$355K0.01%-1,65113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Independent Advisor Alliance4,573$354K<0.01%+74213F-HRTimeline
Dynamic Technology Lab Private Ltd4,481$347K0.06%+1,87113F-HRTimeline
IEQ CAPITAL, LLC4,464$346K<0.01%-4,89613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,449$344K<0.01%+213F-HRTimelineGroup
Erste Asset Management GmbHin group Erste Asset Management GmbH4,400$342K<0.01%+20013F-HRTimelineGroup
NorthRock Partners, LLC4,345$336K0.01%-10613F-HR/ATimeline
Arete Wealth Advisors, LLC4,294$332K0.02%-13713F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.4,280$331K0.2%new13F-HRTimeline
Belpointe Asset Management LLC4,040$329K0.02%-41213F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…4,182$324K0.02%013F-HRTimeline
Empowered Funds, LLC4,181$324K<0.01%-12,14713F-HRTimeline
HB Wealth Management, LLC4,180$324K<0.01%+35313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,155$322K<0.01%013F-HRTimeline
Sonora Investment Management Group, LLC4,142$321K0.02%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…4,137$320K0.01%-39313F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC4,081$316K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC4,029$312K0.03%-21113F-HRTimeline
Numerai GP LLC4,026$312K0.09%-3,55313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,995$309K0.12%013F-HRTimeline
Canada Post Corp Registered Pension Plan3,966$307K0.02%13F-HRTimeline
Centennial Wealth Advisory LLC3,931$304K0.12%+49013F-HRTimeline
Atria Investments, Inc3,929$304K<0.01%new13F-HRTimeline
BEACON FINANCIAL GROUP3,909$303K0.03%-79213F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC3,821$296K0.25%013F-HRTimeline
Kingsview Wealth Management, LLC3,804$294K0.01%+31413F-HRTimeline
Glaxis Capital Management, LLC3,799$294K0.81%+3513F-HRTimeline
BURNEY CO/3,749$290K0.01%-21513F-HRTimeline
Sageworth Trust Co of South Dakota3,697$286K0.36%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,682$285K<0.01%-91613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL3,658$283K<0.01%-35013F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC3,625$281K0.01%-8213F-HRTimeline
Regal Investment Advisors LLC3,620$280K0.02%+8313F-HRTimeline
RENAISSANCE GROUP LLC3,616$280K0.01%+3513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,599$279K0.01%13F-HRTimeline
Advisory Services Network, LLC3,568$276K0.01%+86813F-HRTimeline
First Citizens Financial Corp3,522$273K0.15%+26113F-HRTimeline
Callan Family Office, LLC3,520$272K0.02%new13F-HRTimeline
Iron Horse Wealth Management, LLC3,514$272K0.09%-8513F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC3,500$271K0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC3,438$266K<0.01%+64413F-HRTimeline
Orion Portfolio Solutions, LLC3,438$266K<0.01%+64413F-HRTimeline
Oldfather Financial Services, LLC3,430$265K0.1%+913F-HRTimeline
180 WEALTH ADVISORS, LLC3,411$264K0.04%-19113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,386$262K0.04%-1513F-HRTimeline
ROCKLAND TRUST CO3,360$260K0.01%-5,13813F-HRTimeline
Alteri Wealth LLC3,346$259K0.07%13F-HRTimeline
Brooklyn Investment Group3,343$259K0.08%+3813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,330$258K0.03%-16013F-HRTimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…3,332$258K0.12%013F-HRTimeline
Paragon Capital Management Ltd3,313$257K0.05%-4713F-HRTimeline
SEEDS INVESTOR LLC3,296$255K0.07%-38613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC3,281$254K0.01%+30113F-HRTimeline
Chesley Taft & Associates LLC3,258$252K0.01%+213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,210$248K<0.01%+66113F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,189$247K<0.01%-6813F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC3,174$246K<0.01%+44013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC3,138$243K0.01%+2913F-HR/ATimeline
Verdence Capital Advisors LLC3,120$242K0.02%-2613F-HRTimeline
Aptus Capital Advisors, LLC3,109$241K<0.01%+34413F-HRTimeline
MUFG SECURITIES AMERICAS INC.3,107$241K0.03%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,089$239K0.02%+613F-HRTimeline
Arax Advisory Partners3,047$236K0.01%+2,36113F-HRTimeline
Resolute Wealth Strategies, LLC3,029$234K0.12%+1513F-HRTimeline
Wedmont Private Capital3,061$234K0.01%+19413F-HRTimeline
Checchi Capital Advisers, LLC3,017$234K0.02%+2413F-HRTimeline
GTS SECURITIES LLC3,006$233K0.01%-49113F-HRTimeline
Shepherd Financial Partners LLC3,006$233K0.03%+313F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK3,000$232K0.13%013F-HRTimeline
Glassy Mountain Advisors, Inc.3,000$232K0.08%013F-HRTimeline
PROFUND ADVISORS LLC2,950$228K0.01%-56613F-HRTimeline
BRIGHTON JONES LLC2,935$227K0.01%+8913F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,924$226K0.01%+1613F-HRTimelineGroup
Busey Bank2,919$226K0.01%new13F-HRTimeline
SageView Advisory Group, LLC2,916$226K0.01%+22913F-HRTimeline
Horizon Investments, LLC2,914$226K0.01%+2413F-HRTimeline
Mutual Advisors, LLC2,776$225K0.01%-34713F-HRTimeline
IMS Capital Management2,900$224K0.1%new13F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC2,895$224K0.05%-84813F-HRTimelineGroup
International Private Wealth Advisors L…2,870$222K0.22%+5813F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC2,818$218K0.06%-17913F-HRTimeline
Security National Bank2,795$216K0.03%013F-HRTimeline
PARK NATIONAL CORP /OH/2,787$216K0.01%+713F-HRTimeline
Ballentine Partners, LLC2,768$214K<0.01%-3213F-HRTimeline
Martin Capital Partners, LLC2,747$213K0.25%-4,96813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,746$213K0.02%+1113F-HRTimelineGroup
HBK Sorce Advisory LLC2,732$211K0.01%-78813F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,728$211K0.01%-23313F-HRTimelineGroup
CTC Alternative Strategies, Ltd.2,706$209K0.27%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,693$208K0.01%+13813F-HRTimeline
Westmount Partners, LLC2,687$208K0.06%013F-HRTimeline
Prossimo Advisors, LLC2,692$208K0.15%-13213F-HRTimeline
WHITTIER TRUST CO2,685$208K<0.01%013F-HRTimeline
Trust Asset Management LLC2,678$207K0.02%013F-HRTimeline
Kinloch Capital, LLC2,675$207K0.1%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,636$204K0.01%+15613F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC2,587$200K0.01%new13F-HRTimeline
WINNACLE WEALTH LLC2,577$199K0.2%13F-HRTimeline
SIGNATUREFD, LLC2,555$198K<0.01%+9813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,512$197K<0.01%+813F-HRTimelineGroup
TSFG, LLC2,479$192K0.04%013F-HRTimeline
Balefire, LLC2,462$191K0.07%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,423$188K0.01%013F-HRTimelineGroup
Acropolis Investment Management, LLC2,235$173K0.01%-31713F-HRTimeline
Smartleaf Asset Management LLC2,200$170K0.02%+37513F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,151$167K0.01%+913F-HRTimeline
Continuum Advisory, LLC2,007$155K0.02%+413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,002$155K<0.01%+513F-HRTimelineGroup
West Financial Advisors, LLC1,870$145K0.03%-57913F-HRTimeline
KIECKHEFER GROUP LLC1,840$142K0.09%13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,838$142K<0.01%+27513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,818$141K0.02%013F-HRTimeline
BOKF, NAin group BOKF, NA1,796$137K<0.01%-313F-HRTimelineGroup
Geneos Wealth Management Inc.1,755$136K<0.01%-4113F-HRTimeline
Silvant Capital Management LLC1,747$135K0.01%013F-HRTimeline
Parallel Advisors, LLC1,743$135K<0.01%+4313F-HRTimeline
CENTRAL TRUST Co1,730$134K<0.01%+15113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,658$128K0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.1,625$126K<0.01%-69713F-HRTimeline
Nemes Rush Group LLC1,620$125K0.02%+11613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,576$122K0.01%013F-HRTimeline
JNBA Financial Advisors1,532$119K0.01%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,402$109K0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,338$104K0.01%-2613F-HRTimeline
Stonebridge Financial Group, LLC1,271$98.4K0.01%13F-HRTimeline
Capital Advisors, Ltd. LLC1,254$97K0.01%+2813F-HRTimeline
Quent Capital, LLC1,242$96.1K0.01%-4013F-HRTimeline
Wilmington Savings Fund Society, FSB1,240$96K<0.01%-8613F-HRTimeline
Global Retirement Partners, LLC1,230$95.2K<0.01%-31213F-HRTimeline
Manchester Capital Management LLC1,225$94.8K0.01%-12713F-HRTimeline
Clarity Asset Management, Inc.1,224$94.8K0.06%+413F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…1,226$94.7K<0.01%13F-HRTimelineGroup
Compass Financial Services Inc1,143$88.5K0.05%13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,120$86.5K0.06%-31013F-HRTimeline
Olistico Wealth, LLC1,117$86.4K0.05%+1113F-HRTimeline
CoreCap Advisors, LLC1,102$85.3K<0.01%-6313F-HRTimeline
Deseret Mutual Benefit Administrators1,078$83.4K0.04%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,064$82.4K<0.01%-18913F-HRTimelineGroup
Avior Wealth Management, LLC1,047$81.1K<0.01%-513F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP1,029$79.7K0.01%013F-HRTimelineGroup
CVA Family Office, LLC1,014$78.5K0.01%+2213F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…950$78.5K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC1,010$78.2K0.01%013F-HRTimeline
Pingora Partners LLC1,000$77.4K0.05%013F-HRTimeline
Pinnacle Bancorp, Inc.951$73.6K0.02%013F-HRTimeline
Quarry LP948$73.4K0.01%new13F-HRTimeline
CITY HOLDING CO908$70.3K0.01%+20013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC875$67.7K<0.01%013F-HRTimelineGroup
GeoWealth Management, LLC869$67.3K<0.01%-6013F-HRTimeline
First Command Advisory Services, Inc.864$66.9K<0.01%+23613F-HRTimeline
TFC Financial Management, Inc.840$65K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA817$63.2K0.05%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC816$63K0.03%new13F-HRTimeline
McClarren Financial Advisors, Inc.810$62K0.17%013F-HRTimeline
ORG Partners LLC792$61.4K0.01%+213F-HRTimeline
Pinnacle Financial Partners Inc664$57K<0.01%013F-HRTimeline
Catalyst Capital Advisors LLC726$56.2K<0.01%-1,03113F-HRTimeline
Stephens Consulting, LLC725$56.1K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…718$55.6K<0.01%+2913F-HRTimelineGroup
GODSEY & GIBB, INC700$54.2K0.01%013F-HRTimeline
Whipplewood Advisors, LLC700$54.2K0.03%13F-HRTimeline
Caitong International Asset Management …686$53.1K0.05%13F-HR/ATimeline
Winch Advisory Services, LLC614$47.5K0.01%+513F-HRTimeline
Golden State Wealth Management, LLC596$46.1K0.01%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.583$45K0.02%013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC575$45K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC578$44.8K<0.01%-9713F-HRTimeline
BFSG, LLC573$44.4K0.01%-44613F-HRTimeline
Hexagon Capital Partners LLC572$44.3K0.01%+1813F-HRTimeline
Legacy Bridge, LLC570$44.1K0.02%013F-HRTimeline
Clean Yield Group559$43.3K0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC559$43.3K0.01%+19513F-HRTimeline