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Disclosery

PFG PRINCIPAL FINANCIAL GROUP IN

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Stock (common), issuer CIK 1126328

813 managers (830 13F filers) reported a position in PFG shares at 2025-09-30, 159,933,324 shares in all. 72 filers opened a position and 54 filers sold out during the quarter.

Managers
813
13F filers
830
New
72
Added
292
Reduced
272
Sold out
54
Shares held by filers
159,933,324

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Jump Financial, LLCin group Jump Financial, LLC6,231$517K0.01%new13F-HR/ATimelineGroup
Venture Visionary Partners LLC6,228$516K0.02%+313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,200$514K<0.01%-12113F-HRTimelineGroup
GAMMA Investing LLC6,190$513K0.03%+74613F-HRTimeline
ROMANO BROTHERS AND COMPANY6,185$513K0.06%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,129$508K<0.01%-35013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC6,128$508K0.01%+36213F-HRTimeline
Capital Investment Advisors, LLC6,116$507K0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,049$502K0.01%+65213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC6,041$501K0.01%-15913F-HRTimeline
Callan Family Office, LLC5,899$489K0.02%+1,18113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,810$482K<0.01%-1,33613F-HRTimelineGroup
Centennial Wealth Advisory LLC5,759$478K0.13%+57613F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH5,769$476K<0.01%-1,29613F-HRTimelineGroup
Iowa State Bank5,730$475K0.09%-3813F-HRTimeline
GSA CAPITAL PARTNERS LLP5,683$471K0.04%+55413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,629$467K<0.01%+35213F-HRTimelineGroup
Palisade Asset Management, LLC5,616$466K0.04%-50013F-HRTimeline
TUDOR INVESTMENT CORP ET AL5,583$463K<0.01%-190,20613F-HR/ATimeline
Apella Capital, LLC5,833$457K0.01%+2,98213F-HRTimeline
MUFG SECURITIES AMERICAS INC.5,467$453K0.03%+89613F-HRTimeline
CWA Asset Management Group, LLC5,464$453K0.02%+12613F-HRTimeline
NorthRock Partners, LLC5,415$449K0.01%+34813F-HRTimeline
HB Wealth Management, LLC5,414$449K<0.01%+68213F-HRTimeline
STRS OHIO5,310$440K<0.01%-25,60213F-HRTimeline
MML INVESTORS SERVICES, LLC5,281$438K<0.01%-12613F-HRTimeline
Tema ETFs LLC5,272$437K0.04%new13F-HRTimeline
MQS Management LLC5,258$436K0.25%-3,01313F-HRTimeline
IHT Wealth Management, LLC5,225$433K0.01%-20013F-HRTimeline
Benin Management CORP5,200$431K0.1%013F-HRTimeline
OSSIAM5,180$429K0.01%+3,60513F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,175$429K0.01%+37313F-HRTimeline
Focus Financial Network, Inc.5,169$429K0.02%+58513F-HRTimeline
Cornerstone Wealth Management, LLC5,113$424K0.02%+46413F-HRTimeline
State of Wyoming5,011$415K0.05%+2,59613F-HRTimeline
NorthCoast Asset Management LLC4,995$414K<0.01%-93913F-HRTimeline
Belpointe Asset Management LLC4,983$413K0.02%-22613F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.4,870$404K0.22%013F-HRTimeline
HANCOCK WHITNEY CORP4,865$403K0.01%-4213F-HRTimeline
TWIN CAPITAL MANAGEMENT INC4,851$402K0.05%-20913F-HRTimeline
Premier Path Wealth Partners, LLC4,834$401K0.05%-38313F-HRTimeline
Argentarii, LLC4,784$397K0.16%-2,12213F-HRTimeline
Sound View Wealth Advisors Group, LLC4,776$396K0.03%-1,29913F-HRTimeline
Impact Partnership Wealth, LLC4,725$392K0.06%-33913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,669$387K<0.01%+46613F-HRTimelineGroup
Waldron Private Wealth LLC4,656$386K0.02%013F-HRTimeline
Applied Finance Capital Management, LLC4,595$381K0.03%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.4,581$380K0.03%+12413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,568$379K<0.01%-5,02013F-HRTimeline
REXFORD CAPITAL INC4,556$378K0.29%+10013F-HRTimeline
Board of the Pension Protection Fund4,500$373K0.37%new13F-HRTimeline
Arete Wealth Advisors, LLC4,460$370K0.02%013F-HRTimeline
Trivium Point Advisory, LLC4,386$364K0.04%-67213F-HRTimeline
BEACON FINANCIAL GROUP4,331$359K0.04%+1,71113F-HRTimeline
Krilogy Financial LLC4,407$358K0.01%new13F-HRTimeline
Machina Capital S.A.S.4,298$356K0.06%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,266$354K<0.01%+40513F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC4,221$350K0.01%+1,07013F-HRTimeline
Arkadios Wealth Advisors4,218$350K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,218$350K<0.01%+5613F-HRTimeline
AlphaStar Capital Management, LLC4,197$348K0.03%-1313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,995$331K0.11%013F-HRTimeline
Orion Porfolio Solutions, LLC3,983$330K<0.01%+8213F-HRTimeline
Alteri Wealth LLC3,972$329K0.11%-1,39613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,961$328K0.01%-7413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,947$328K<0.01%-2,83413F-HRTimelineGroup
Canada Post Corp Registered Pension Plan3,966$327K0.01%013F-HRTimeline
BRIGHTON JONES LLC3,944$327K0.01%+32613F-HRTimeline
OPTIMA CAPITAL LLC3,938$326K0.16%-21413F-HRTimeline
Independent Advisor Alliance3,913$324K0.01%-1,10513F-HRTimeline
Glaxis Capital Management, LLC3,906$324K0.54%+3613F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,904$324K0.02%-1,96913F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…3,882$322K0.01%-30013F-HRTimeline
MUFG Securities EMEA plc3,880$322K0.01%+3,26013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,827$317K0.01%+86913F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC3,821$317K0.23%013F-HRTimeline
Blackhawk Capital Partners, LLC3,820$317K0.12%+58813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,778$313K<0.01%+50613F-HRTimelineGroup
LVW Advisors, LLC3,759$312K0.03%+1813F-HRTimeline
Adams Wealth Management3,698$307K0.07%-23213F-HRTimeline
CacheTech Inc.3,698$307K0.06%-23213F-HRTimeline
Sageworth Trust Co of South Dakota3,697$307K0.29%013F-HRTimeline
Brooklyn Investment Group3,803$301K0.04%-7513F-HR/ATimeline
Sonora Investment Management Group, LLC3,600$298K0.02%013F-HRTimeline
Sompo Asset Management Co., Ltd.3,590$298K0.05%013F-HRTimeline
One Wealth Advisors, LLC3,570$296K0.04%-4713F-HRTimeline
Gotham Asset Management, LLC3,545$294K<0.01%-12613F-HRTimeline
First Citizens Financial Corp3,487$289K0.14%-3513F-HRTimeline
FourThought Financial Partners, LLC3,483$289K0.03%new13F-HRTimeline
Aptus Capital Advisors, LLC3,444$286K<0.01%+11813F-HRTimeline
Argent Trust Co3,427$284K0.01%-27,64713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,423$284K<0.01%+8313F-HRTimelineGroup
ExodusPoint Capital Management, LP3,418$283K<0.01%-26,64513F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,382$280K0.02%+29813F-HRTimeline
Abich Financial Wealth Management LLC3,370$279K0.1%13F-HRTimeline
Foundations Investment Advisors, LLC3,356$278K<0.01%new13F-HRTimeline
Csenge Advisory Group3,351$278K0.01%-1,24013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…3,332$276K0.1%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,305$274K0.01%+5413F-HRTimeline
Central Pacific Bank - Trust Division3,301$274K0.03%-34113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,287$273K-680Timeline
Chesley Taft & Associates LLC3,266$271K0.01%+313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,265$271K<0.01%+3813F-HRTimelineGroup
Regal Investment Advisors LLC3,263$271K0.02%+2013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,257$270K0.03%-13613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,233$268K<0.01%new13F-HRTimeline
Vise Technologies, Inc.3,193$265K0.01%+40213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,181$264K<0.01%+9813F-HRTimelineGroup
SEEDS INVESTOR LLC3,151$261K0.06%+5913F-HRTimeline
180 WEALTH ADVISORS, LLC3,142$260K0.03%-14513F-HRTimeline
GC Wealth Management RIA, LLC3,094$257K0.01%new13F-HRTimeline
Checchi Capital Advisers, LLC3,074$255K0.02%-26313F-HRTimeline
Resolute Wealth Strategies, LLC3,073$255K0.12%+1513F-HRTimeline
BLAIR WILLIAM & CO/IL3,068$254K<0.01%-13913F-HRTimeline
RENAISSANCE GROUP LLC3,057$253K0.01%013F-HRTimeline
MGO ONE SEVEN LLC3,041$252K0.01%new13F-HRTimeline
ROCKLAND TRUST CO3,027$251K0.01%-1913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,019$250K<0.01%+11513F-HRTimelineGroup
Shepherd Financial Partners LLC3,006$249K0.02%+313F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK3,000$249K0.13%013F-HRTimeline
Glassy Mountain Advisors, Inc.3,000$249K0.07%013F-HRTimeline
PATTON FUND MANAGEMENT, INC.2,998$249K0.04%013F-HRTimeline
RIA Advisory Group LLC2,988$248K0.06%+713F-HRTimeline
BURNEY CO/2,951$245K0.01%-63413F-HRTimeline
Busey Bank2,904$241K0.01%-313F-HRTimeline
International Private Wealth Advisors L…2,857$237K0.15%-34113F-HRTimeline
Smartleaf Asset Management LLC2,867$236K0.01%+1,16113F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC2,845$236K0.04%013F-HRTimelineGroup
Balefire, LLC2,842$236K0.05%-713F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…2,829$235K<0.01%new13F-HRTimelineGroup
CX Institutional2,818$234K0.01%+19513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,795$232K0.01%+7413F-HRTimelineGroup
Teza Capital Management LLC2,793$232K1.25%-1,67813F-HRTimeline
PARK NATIONAL CORP /OH/2,787$231K0.01%013F-HRTimeline
Gladstone Institutional Advisory LLC2,758$229K0.01%+9213F-HRTimeline
Campbell & CO Investment Adviser LLC2,756$228K0.02%-34,35113F-HRTimeline
Ballentine Partners, LLC2,749$228K<0.01%-4913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,735$227K0.01%-17013F-HRTimelineGroup
Valeo Financial Advisors, LLC2,721$226K0.01%+18813F-HRTimeline
Advisory Services Network, LLC2,720$226K<0.01%new13F-HRTimeline
Sageworth Trust Co2,683$222K0.01%+10613F-HRTimeline
PROFUND ADVISORS LLC2,677$222K0.01%new13F-HRTimeline
Kinloch Capital, LLC2,675$222K0.1%013F-HRTimeline
Mutual Advisors, LLC2,779$221K<0.01%-55613F-HRTimeline
Westmount Partners, LLC2,648$220K0.06%-2513F-HRTimeline
WINNACLE WEALTH LLC2,649$220K0.17%new13F-HRTimeline
MASTERINVEST Kapitalanlage GmbH2,646$219K0.02%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,623$218K0.01%-4813F-HRTimeline
Aaron Wealth Advisors LLC2,576$214K0.01%new13F-HRTimeline
Oslo Pensjonsforsikring AS2,569$213K0.03%+2,16413F-HRTimeline
Turtle Creek Wealth Advisors, LLC2,556$212K0.02%new13F-HRTimeline
TSFG, LLC2,548$211K0.03%+2413F-HRTimeline
WHITTIER TRUST CO2,500$211K<0.01%-9213F-HRTimeline
Wedmont Private Capital2,514$210K0.01%-37213F-HRTimeline
FORA Capital, LLC2,529$210K0.04%-4513F-HRTimeline
First Nebraska Trust Co2,529$210K0.02%013F-HRTimeline
NJ State Employees Deferred Compensatio…2,500$207K0.02%new13F-HRTimeline
S&CO INC2,500$207K0.01%new13F-HRTimeline
Compound Planning, Inc.2,481$206K0.01%new13F-HRTimeline
SageView Advisory Group, LLC2,477$205K0.01%-6113F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,468$205K0.01%new13F-HRTimeline
Long Run Wealth Advisors, LLC2,466$204K0.04%new13F-HRTimeline
Trust Asset Management LLC2,444$203K0.01%new13F-HRTimeline
Arista Wealth Management, LLC2,435$202K0.03%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,429$201K0.01%+15113F-HRTimelineGroup
SIGNATUREFD, LLC2,399$199K<0.01%-4413F-HRTimeline
UMB Bank, n.a.2,125$176K<0.01%-18913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOUR INVESTMENTS, INC.2,079$172K<0.01%+27013F-HRTimeline
AXA Investment Managers S.A.1,905$158K<0.01%13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,823$151K<0.01%+10313F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,810$150K<0.01%+113F-HRTimelineGroup
West Financial Advisors, LLC1,806$150K0.02%-2413F-HRTimeline
Silvant Capital Management LLC1,747$145K0.01%013F-HR/ATimeline
CENTRAL TRUST Co1,745$145K<0.01%+6513F-HRTimeline
Munich Reinsurance Co Stock Corp in Mun…1,740$144K<0.01%13F-HRTimeline
MATHER GROUP, LLC.1,734$144K<0.01%new13F-HRTimeline
Compass Financial Services Inc1,682$139K0.06%+38813F-HRTimeline
Global Retirement Partners, LLC1,642$136K<0.01%+913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,576$131K0.01%013F-HRTimeline
Parallel Advisors, LLC1,567$130K<0.01%-10713F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…1,570$129K<0.01%+19013F-HRTimelineGroup
LGT Financial Advisors LLC1,548$128K0.28%+1313F-HRTimeline
Quent Capital, LLC1,540$128K0.01%new13F-HRTimeline
Wealthspire Advisors, LLC1,493$124K<0.01%new13F-HRTimeline
JNBA Financial Advisors1,432$119K0.01%013F-HRTimeline
Nemes Rush Group LLC1,428$118K0.01%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,402$116K0.01%013F-HRTimelineGroup
Manchester Capital Management LLC1,375$114K0.02%+10213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,340$111K<0.01%+69413F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,334$111K0.04%+86113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,332$110K<0.01%+72813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIMPLEX TRADING, LLC1,255$104K<0.01%new13F-HRTimeline
Clarity Asset Management, Inc.1,237$103K0.06%+413F-HRTimeline
JFS WEALTH ADVISORS, LLC1,227$102K0.01%-113F-HRTimeline
Versant Capital Management, Inc1,217$101K0.01%+7413F-HRTimeline
Capital Advisors, Ltd. LLC1,202$100K0.01%013F-HRTimeline
CVA Family Office, LLC1,122$93K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,110$92K0.06%-4013F-HRTimeline
CoreCap Advisors, LLC1,091$90.5K<0.01%-1113F-HRTimeline
Binnacle Investments Inc1,051$87.1K0.05%+28213F-HRTimeline