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Disclosery

PFG PRINCIPAL FINANCIAL GROUP IN

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Stock (common), issuer CIK 1126328

801 managers (816 13F filers) reported a position in PFG shares at 2025-06-30, 165,838,799 shares in all. 70 filers opened a position and 100 filers sold out during the quarter.

Managers
801
13F filers
816
New
70
Added
313
Reduced
276
Sold out
100
Shares held by filers
165,838,799

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
INTEGRITY ALLIANCE, LLC.5,873$466K0.03%+29713F-HRTimeline
Iowa State Bank5,768$458K0.09%-26113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,766$458K0.01%-47713F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding5,670$450K-509Timeline
Chicago Partners Investment Group LLC5,550$449K0.01%+13713F-HRTimeline
Plato Investment Management Ltd5,668$449K0.03%+313F-HRTimeline
Versor Investments LP5,565$442K0.08%-11,53513F-HRTimeline
Investment Management Corp of Ontario5,520$438K0.01%-90013F-HRTimeline
GAMMA Investing LLC5,444$432K0.03%-23013F-HRTimeline
IHT Wealth Management, LLC5,425$431K0.01%+17813F-HRTimeline
MML INVESTORS SERVICES, LLC5,407$429K<0.01%-2713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,397$429K0.01%-32613F-HRTimelineGroup
Alteri Wealth LLC5,368$426K0.17%+1,11513F-HRTimeline
Baader Bank Aktiengesellschaft5,355$425K0.04%+2,70813F-HRTimeline
CWA Asset Management Group, LLC5,338$424K0.02%-7013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,277$419K<0.01%+47813F-HRTimelineGroup
Premier Path Wealth Partners, LLC5,217$414K0.06%-18213F-HRTimeline
Belpointe Asset Management LLC5,209$414K0.02%+48313F-HRTimeline
Benin Management CORP5,200$413K0.11%013F-HRTimeline
Centennial Wealth Advisory LLC5,183$412K0.13%+68613F-HRTimeline
GSA CAPITAL PARTNERS LLP5,129$407K0.03%-10,50413F-HRTimeline
Atria Wealth Solutions, Inc.5,062$404K0.01%-2613F-HRTimeline
NorthRock Partners, LLC5,067$402K0.01%+42913F-HR/ATimeline
Impact Partnership Wealth, LLC5,064$402K0.07%new13F-HRTimeline
TWIN CAPITAL MANAGEMENT INC5,060$402K0.04%-4713F-HRTimeline
Trivium Point Advisory, LLC5,058$402K0.04%-56313F-HRTimeline
Independent Advisor Alliance5,018$399K0.01%+1213F-HRTimeline
HANCOCK WHITNEY CORP4,907$390K0.01%-3013F-HRTimeline
ClearAlpha Technologies LP4,897$389K1.12%new13F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.4,870$387K0.23%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,802$381K0.01%-81613F-HRTimeline
Petrus Trust Company, LTA4,765$378K0.04%+40413F-HRTimeline
HB Wealth Management, LLC4,732$376K<0.01%-36713F-HRTimeline
TWO SIGMA SECURITIES, LLC4,726$375K0.05%new13F-HRTimeline
Callan Family Office, LLC4,718$375K0.01%new13F-HRTimeline
Blueshift Asset Management, LLC4,685$372K0.11%new13F-HRTimeline
Waldron Private Wealth LLC4,656$370K0.02%013F-HRTimeline
Cornerstone Wealth Management, LLC4,649$369K0.02%+2,25313F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC4,630$368K0.02%-2,48013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.4,601$366K<0.01%-2,05513F-HRTimeline
Focus Financial Network, Inc.4,584$364K0.01%+1,32213F-HRTimeline
MUFG SECURITIES AMERICAS INC.4,571$363K0.03%+84613F-HRTimeline
Csenge Advisory Group4,591$358K0.02%+2313F-HRTimeline
Nilsine Partners, LLC4,479$356K0.04%-11513F-HRTimeline
Teza Capital Management LLC4,471$355K0.26%-13,20713F-HRTimeline
Arete Wealth Advisors, LLC4,460$354K0.03%+32213F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.4,457$354K0.01%-2713F-HRTimeline
REXFORD CAPITAL INC4,456$354K0.29%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,300$342K<0.01%+21613F-HRTimelineGroup
AlphaStar Capital Management, LLC4,210$334K0.02%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,203$334K<0.01%-24713F-HRTimelineGroup
Livforsakringsbolaget Skandia, Omsesidi…4,182$332K0.01%013F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,162$331K<0.01%+713F-HRTimeline
OPTIMA CAPITAL LLC4,152$330K0.18%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,035$321K0.01%+15413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,995$317K0.12%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,967$315K+1,697Timeline
Canada Post Corp Registered Pension Plan3,966$315K0.02%new13F-HRTimeline
Adams Wealth Management3,930$312K0.06%-6,75813F-HRTimeline
CacheTech Inc.3,930$312K0.06%-6,75813F-HRTimeline
AXQ CAPITAL, LP3,912$311K0.1%new13F-HRTimeline
Orion Porfolio Solutions, LLC3,901$310K<0.01%-33513F-HR/ATimeline
Brooklyn Investment Group3,878$308K0.04%+54813F-HR/ATimeline
Glaxis Capital Management, LLC3,870$307K0.41%+3713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,861$307K<0.01%+3513F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC3,821$304K0.24%013F-HRTimeline
LVW Advisors, LLC3,741$297K0.03%new13F-HRTimeline
Sageworth Trust Co of South Dakota3,697$294K0.32%013F-HRTimeline
Gotham Asset Management, LLC3,671$292K<0.01%-2,67013F-HRTimeline
Central Pacific Bank - Trust Division3,642$289K0.04%+33613F-HRTimeline
BRIGHTON JONES LLC3,618$287K0.01%+18913F-HRTimeline
Atria Investments, Inc3,618$287K<0.01%-45413F-HRTimeline
One Wealth Advisors, LLC3,617$287K0.04%new13F-HRTimeline
iA Global Asset Management Inc.3,607$287K<0.01%-1,55513F-HRTimeline
Sonora Investment Management Group, LLC3,600$286K0.02%-54213F-HRTimeline
Sompo Asset Management Co., Ltd.3,590$285K0.05%013F-HRTimeline
Iron Horse Wealth Management, LLC3,589$285K0.08%+12013F-HRTimeline
BURNEY CO/3,585$285K0.01%-8413F-HRTimeline
Scientech Research LLC3,557$283K0.07%-6,98713F-HRTimeline
First Citizens Financial Corp3,522$280K0.15%013F-HRTimeline
Mutual Advisors, LLC3,335$270K0.01%+57813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,393$270K0.04%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,340$265K0.01%+34413F-HRTimelineGroup
Checchi Capital Advisers, LLC3,337$265K0.02%-15513F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…3,332$265K0.11%013F-HRTimeline
Aptus Capital Advisors, LLC3,326$264K<0.01%-21413F-HRTimeline
Horizon Investments, LLC3,309$263K<0.01%+28713F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL3,293$262K0.04%+1,28913F-HR/ATimeline
180 WEALTH ADVISORS, LLC3,287$261K0.04%-11813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,272$260K<0.01%+21413F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC3,268$260K<0.01%+21213F-HRTimeline
Chesley Taft & Associates LLC3,263$259K0.01%+213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,251$258K0.01%+8513F-HRTimeline
Regal Investment Advisors LLC3,243$258K0.02%-30513F-HRTimeline
Blackhawk Capital Partners, LLC3,232$257K0.12%-10413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,227$256K<0.01%+5513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL3,207$255K<0.01%-28213F-HRTimeline
International Private Wealth Advisors L…3,198$254K0.22%+5613F-HRTimeline
Ashton Thomas Private Wealth, LLC3,151$250K0.01%new13F-HRTimeline
MBB PUBLIC MARKETS I LLC3,142$250K0.03%-72813F-HRTimeline
SEEDS INVESTOR LLC3,092$246K0.06%-1,13513F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,084$245K0.02%+1413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,083$245K<0.01%-25613F-HRTimelineGroup
Resolute Wealth Strategies, LLC3,058$243K0.13%+1513F-HRTimeline
RENAISSANCE GROUP LLC3,057$243K0.01%-39813F-HRTimeline
ROCKLAND TRUST CO3,046$242K0.01%013F-HRTimeline
Shepherd Financial Partners LLC3,003$239K0.03%-613F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK3,000$238K0.13%-12113F-HRTimeline
Glassy Mountain Advisors, Inc.3,000$238K0.08%013F-HRTimeline
PATTON FUND MANAGEMENT, INC.2,998$238K0.05%new13F-HRTimeline
RIA Advisory Group LLC2,981$237K0.07%+713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,958$235K0.01%-4,99013F-HRTimelineGroup
Wedmont Private Capital2,886$233K0.01%-22313F-HRTimeline
Busey Bank2,907$231K0.01%-513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,905$231K0.01%-71813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management2,904$231K<0.01%+3913F-HRTimelineGroup
DRW Securities, LLC2,903$231K0.02%new13F-HRTimeline
Apella Capital, LLC2,851$229K0.01%new13F-HRTimeline
Balefire, LLC2,849$226K0.05%+38713F-HRTimeline
Summit Trail Advisors, LLC2,847$226K<0.01%new13F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC2,845$226K0.04%013F-HRTimelineGroup
Ballentine Partners, LLC2,798$222K<0.01%+313F-HRTimeline
Vise Technologies, Inc.2,791$222K0.01%13F-HRTimeline
PARK NATIONAL CORP /OH/2,787$221K0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,721$216K0.01%-2213F-HRTimelineGroup
Kinloch Capital, LLC2,675$212K0.1%013F-HRTimeline
Westmount Partners, LLC2,673$212K0.06%-1413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,671$212K0.01%-2213F-HRTimeline
Gladstone Institutional Advisory LLC2,666$212K0.01%-313F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.2,639$210K<0.01%013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
HBK Sorce Advisory LLC2,622$208K0.01%-8313F-HRTimeline
BEACON FINANCIAL GROUP2,620$208K0.02%-10513F-HRTimeline
CX Institutional2,623$208K0.01%+39513F-HR/ATimeline
Signal Advisors Wealth, LLC2,617$208K0.02%new13F-HRTimeline
WHITTIER TRUST CO2,592$206K<0.01%013F-HRTimeline
Sageworth Trust Co2,577$205K0.01%013F-HRTimeline
FORA Capital, LLC2,574$204K0.02%new13F-HRTimeline
SageView Advisory Group, LLC2,538$204K0.01%-23713F-HRTimeline
AXA S.A.in group AXA S.A.2,553$203K<0.01%new13F-HRTimelineGroup
Valeo Financial Advisors, LLC2,533$201K<0.01%new13F-HR/ATimeline
TSFG, LLC2,524$201K0.04%+2313F-HRTimeline
First Nebraska Trust Co2,529$201K0.02%-2013F-HRTimeline
SIGNATUREFD, LLC2,443$194K<0.01%-10213F-HRTimeline
State of Wyoming2,415$192K0.02%+25213F-HRTimeline
UMB Bank, n.a.2,314$184K<0.01%-75413F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,278$181K0.01%+1,11713F-HRTimelineGroup
West Financial Advisors, LLC1,830$145K0.03%-4013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,809$144K<0.01%+15113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,809$144K<0.01%-2413F-HRTimeline
Silvant Capital Management LLC1,747$139K0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,720$137K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC1,706$135K0.01%-73413F-HRTimeline
CENTRAL TRUST Co1,680$133K<0.01%-5013F-HRTimeline
Geneos Wealth Management Inc.1,679$133K<0.01%-3,07613F-HRTimeline
Parallel Advisors, LLC1,674$133K<0.01%-51913F-HRTimeline
Global Retirement Partners, LLC1,633$130K<0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,576$125K0.01%013F-HRTimeline
OSSIAM1,575$125K<0.01%-118,22113F-HRTimeline
LGT Financial Advisors LLC1,535$122K0.31%+1713F-HRTimeline
Larson Financial Group LLC1,514$120K<0.01%+83213F-HRTimeline
Arax Advisory Partners1,467$117K0.01%+35013F-HRTimeline
JNBA Financial Advisors1,432$114K0.01%013F-HRTimeline
Nemes Rush Group LLC1,428$113K0.01%-19213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,402$111K0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,366$109K<0.01%+7713F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…1,380$106K<0.01%013F-HRTimelineGroup
Compass Financial Services Inc1,294$103K0.05%+21313F-HRTimeline
Manchester Capital Management LLC1,273$101K0.01%+313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,258$99.9K<0.01%+86713F-HRTimelineGroup
Clarity Asset Management, Inc.1,233$97.9K0.06%+513F-HRTimeline
JFS WEALTH ADVISORS, LLC1,228$97.5K0.01%-11613F-HRTimeline
Capital Advisors, Ltd. LLC1,202$95K0.01%-3013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,150$93K0.06%+1013F-HRTimeline
Versant Capital Management, Inc1,143$90.8K0.01%-40213F-HRTimeline
Olistico Wealth, LLC1,137$90.3K0.05%+1113F-HRTimeline
CVA Family Office, LLC1,122$89.1K0.01%+8913F-HRTimeline
CoreCap Advisors, LLC1,102$87.5K<0.01%-313F-HRTimeline
OFI INVEST ASSET MANAGEMENT1,222$82.7K<0.01%new13F-HRTimeline
RMG Wealth Management LLC992$80.4K0.01%13F-HRTimeline
Pingora Partners LLC1,000$79.4K0.06%013F-HRTimeline
Blue Trust, Inc.965$76.7K<0.01%-3813F-HRTimeline
Security National Bank960$76.3K0.01%-1,83513F-HRTimeline
Pinnacle Bancorp, Inc.951$75.5K0.02%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…950$75.5K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC938$74.5K0.01%new13F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.881$70K<0.01%-7213F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC875$69.5K<0.01%013F-HRTimelineGroup
TFC Financial Management, Inc.871$69.2K0.01%+3113F-HRTimeline
First Command Advisory Services, Inc.864$68.6K<0.01%013F-HRTimeline
Essential Partners LLC862$68.5K0.03%13F-HRTimeline
Binnacle Investments Inc769$61.1K0.04%013F-HRTimeline
PRIVATE TRUST CO NA768$61K0.01%+43013F-HRTimeline
Clearstead Advisors, LLC767$60.9K<0.01%+11213F-HRTimeline
Covestor Ltd757$60K0.04%+7913F-HRTimeline
Stephens Consulting, LLC726$57.7K0.01%+113F-HRTimeline
BOKF, NAin group BOKF, NA715$56.8K<0.01%-98113F-HRTimelineGroup
GODSEY & GIBB, INC700$55.6K0.01%013F-HRTimeline
Whipplewood Advisors, LLC700$55.6K0.03%+69613F-HRTimeline
WFA Asset Management Corp688$54K0.03%+413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.679$53.9K0.01%+47313F-HRTimeline