Skip to content
Disclosery

PFG PRINCIPAL FINANCIAL GROUP IN

Follow

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
Blue Trust, Inc.552$42.7K<0.01%-2,19613F-HR/ATimeline
Plante Moran Financial Advisors, LLC551$42.7K<0.01%013F-HRTimeline
STILWELL VALUE LLCin group STILWELL VALUE LLC547$42.3K0.02%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO546$42.3K<0.01%-2,46013F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…553$42K<0.01%+53213F-HRTimelineGroup
Covestor Ltd540$42K0.03%+31913F-HRTimeline
Clearstead Advisors, LLC529$41K<0.01%+613F-HRTimeline
WFA Asset Management Corp517$40K0.02%-3113F-HRTimeline
Anchor Investment Management, LLC514$39.8K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB510$39.5K<0.01%+4513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.478$39.4K<0.01%-56513F-HRTimelineGroup
Global Financial Private Client, LLC509$39.4K0.01%+913F-HRTimeline
Hemington Wealth Management513$39K0.01%+3313F-HRTimeline
Asset Dedication, LLC501$38.8K<0.01%+4813F-HRTimeline
MCF Advisors LLC500$38.7K<0.01%-11313F-HRTimeline
PrairieView Partners, LLC499$38K<0.01%013F-HRTimeline
Cromwell Holdings LLC490$37.9K0.02%013F-HRTimeline
Navigoe, LLC488$37K0.04%13F-HRTimeline
AMERIFLEX GROUP, INC.448$37K0.02%13F-HRTimeline
Fortis Group Advisors, LLC458$35.5K0.01%013F-HRTimeline
Paladin Advisory Group, LLC449$34.8K0.03%013F-HRTimeline
Parkside Financial Bank & Trust448$34.7K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC444$34.4K<0.01%013F-HRTimeline
WR Wealth Planners, LLC436$33.8K0.01%+413F-HRTimeline
CAPITAL & PLANNING, LLC424$32.8K0.02%13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department422$32.7K0.01%13F-HRTimelineGroup
NFSG Corp418$32.4K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.416$32.2K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management400$31K<0.01%+1013F-HRTimelineGroup
Riverview Trust Co396$30.7K0.03%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC396$30.7K0.02%013F-HRTimeline
PRIVATE TRUST CO NA387$30K<0.01%+8813F-HRTimeline
GHP Investment Advisors, Inc.384$29.7K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH383$29.6K0.01%013F-HRTimeline
CURIO WEALTH, LLC379$29.3K0.02%13F-HRTimeline
Venturi Wealth Management, LLC376$29.1K<0.01%-85013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding376$29.1K-4,274Timeline
Physician Wealth Advisors, Inc.374$29K<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.372$28.7K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC365$28.3K<0.01%-6213F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP365$28.3K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc358$27.7K0.01%-8413F-HRTimeline
TD Capital Management LLC350$27.1K<0.01%+313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC347$26.9K<0.01%-1113F-HRTimeline
First Horizon Advisors, Inc.324$25.1K<0.01%-313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors323$25K<0.01%+8613F-HRTimelineGroup
AdvisorNet Financial, Inc320$24.8K<0.01%-74313F-HRTimeline
Financial Perspectives, Inc314$24.3K0.01%013F-HRTimeline
HighMark Wealth Management LLC310$24K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners310$24K<0.01%-2,80013F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA308$23.8K0.01%+813F-HRTimeline
Fortitude Family Office, LLC304$23.5K0.01%013F-HRTimeline
Bogart Wealth, LLC300$23.2K<0.01%013F-HRTimeline
Lindbrook Capital, LLC296$22.9K<0.01%+7313F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP296$22.9K0.01%013F-HRTimeline
First Pacific Financial295$22.8K0.01%013F-HRTimeline
MOTCO294$22.8K<0.01%-8413F-HRTimeline
Pflug Koory, LLC285$22.1K0.01%013F-HRTimeline
New Age Alpha Advisors, LLC284$22K<0.01%+9213F-HR/ATimeline
North Star Investment Management Corp.277$21.4K<0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.276$21.4K0.02%13F-HRTimeline
HOERTKORN RICHARD CHARLES272$21.1K0.01%013F-HRTimeline
Versant Capital Management, Inc271$21K<0.01%-5413F-HRTimeline
Center for Financial Planning, Inc.264$20.4K<0.01%013F-HRTimeline
Beacon Capital Management, LLC261$20.2K<0.01%-5613F-HRTimeline
Key Financial Inc253$19.6K<0.01%+3413F-HRTimeline
YANKCOM Partnership248$19.2K0.01%13F-HRTimeline
Caldwell Trust Co235$18.2K<0.01%013F-HRTimeline
MRP Capital Investments, LLC225$17.4K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC230$17K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.212$16.4K<0.01%+513F-HRTimeline
Bruce G. Allen Investments, LLC212$16.4K0.01%-913F-HRTimeline
SRH ADVISORS, LLC211$16.3K<0.01%013F-HRTimeline
DT Investment Partners, LLC210$16.3K<0.01%013F-HRTimeline
New Millennium Group LLC209$16.2K0.01%+7313F-HRTimeline
Kentucky Trust Co200$15.5K0.01%13F-HRTimeline
UNION SAVINGS BANK195$15.1K0.01%013F-HRTimeline
Smithfield Trust Co190$15K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL189$14.9K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.185$14.3K<0.01%13F-HRTimeline
SJS Investment Consulting Inc.180$13.9K<0.01%-513F-HRTimeline
Laurel Wealth Advisors LLC180$13.9K<0.01%013F-HRTimeline
Investors Research Corp173$13.4K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC161$12.5K<0.01%013F-HRTimeline
TRUST CO OF VERMONT157$12.2K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.152$11.8K<0.01%+2213F-HRTimeline
CoreFirst Bank & Trust150$11.6K0.01%013F-HRTimeline
Zions Bancorporation, N.A.142$11K<0.01%013F-HRTimeline
Crews Bank & Trust142$11K<0.01%13F-HRTimeline
Holos Integrated Wealth LLC138$10.7K0.01%13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC133$10.3K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.132$10.2K0.01%13F-HRTimeline
Sandy Spring Bank130$10.1K<0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC130$10.1K<0.01%+513F-HRTimeline
GW&K Investment Management, LLC131$10K<0.01%+413F-HRTimeline
Wood Tarver Financial Group, LLC130$10K<0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…123$9.52K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC122$9.42K<0.01%-813F-HRTimeline
Cornerstone Planning Group LLC113$9.34K<0.01%013F-HRTimeline
Painted Porch Advisors LLC119$9.21K<0.01%013F-HRTimeline
Sachetta, LLC117$9.06K<0.01%+213F-HRTimeline
Centricity Wealth Management, LLC115$8.9K0.01%13F-HRTimeline
Christopher J. Hasenberg, Inc113$8.75K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.112$8.67K<0.01%013F-HRTimeline
REAP Financial Group, LLC112$8.67K<0.01%+113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC110$8.52K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC109$8.44K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.103$7.97K0.01%13F-HRTimeline
Bray Capital Advisors101$7.82K<0.01%013F-HRTimeline
ATWOOD & PALMER INC100$7.74K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…100$7.74K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…100$7.74K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC100$7.74K0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC96$7.43K<0.01%+8213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC91$7.04K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC78$7K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC90$6.97K<0.01%013F-HRTimelineGroup
Grove Bank & Trust89$6.89K<0.01%+4413F-HRTimeline
Kapitalo Investimentos Ltda88$6.81K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV81$6.3K<0.01%-14713F-HRTimeline
Westend Capital Management, LLC80$6.19K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC72$5.93K<0.01%-11313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…72$5.93K<0.01%-11313F-HRTimelineGroup
Financial Management Professionals, Inc.76$5.88K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC73$5.63K0.01%13F-HRTimeline
Heritage Wealth Advisors72$5.57K<0.01%+1313F-HRTimeline
McIlrath & Eck, LLC71$5.5K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC66$5.1K<0.01%013F-HRTimeline
Park Square Financial Group, LLC60$4.64K<0.01%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp57$4.41K<0.01%013F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC60$4K<0.01%+3213F-HRTimelineGroup
Peoples Bank/KS50$3.87K<0.01%013F-HRTimeline
Davis Capital Management46$3.56K<0.01%013F-HRTimeline
Archer Investment Corp44$3.41K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC41$3.17K<0.01%013F-HRTimeline
Abound Wealth Management41$3.17K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC40$3.1K<0.01%-3813F-HRTimeline
HM PAYSON & CO39$3.02K<0.01%-313F-HRTimeline
SIERRA OCEAN, LLC35$2.75K<0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.35$2.71K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC35$2.71K0.06%13F-HRTimeline
Prestige Wealth Management Group LLC34$2.63K<0.01%013F-HR/ATimeline
Dunhill Financial, LLC33$2.59K<0.01%+1213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC29$2.25K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.28$2.17K<0.01%13F-HRTimeline
LRI Investments, LLC26$2.01K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.20$1.55K<0.01%013F-HRTimelineGroup
R Squared Ltd20$1.55K<0.01%13F-HRTimeline
Global Wealth Strategies & Associates20$1.55K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.19$1.47K<0.01%013F-HRTimeline
Aspect Partners, LLC17$1.32K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC15$1.16K<0.01%013F-HRTimeline
Avion Wealth20$1K<0.01%+613F-HRTimeline
Annis Gardner Whiting Capital Advisors,…12$929<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.10$775<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC8$620<0.01%013F-HRTimeline
Valued Wealth Advisors LLC8$620<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8$619<0.01%013F-HR/ATimeline
RE Dickinson Investment Advisors, LLC709$5490.03%+613F-HR/ATimeline
Parkworth Wealth Management, Inc.6$464<0.01%13F-HRTimeline
WealthTrak Capital Management LLC5$388<0.01%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC5$387<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.4$310<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC4$310<0.01%13F-HRTimeline
Capital A Wealth Management, LLC3$232<0.01%13F-HRTimeline
WestEnd Advisors, LLC2$155<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1$87<0.01%013F-HR/ATimeline
Cape Investment Advisory, Inc.1$77<0.01%new13F-HRTimeline
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Legacy Financial Group LLC9,965$771Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd266$56+14313F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.