Skip to content
Disclosery

PFG PRINCIPAL FINANCIAL GROUP IN

Follow

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
Pinnacle Financial Partners Inc664$52.7K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC654$51.9K<0.01%+10813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP650$51.6K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO646$51.3K<0.01%+16013F-HRTimelineGroup
SENTRY INVESTMENT MANAGEMENT LLC628$51K0.03%013F-HRTimeline
CITY HOLDING CO635$50.4K0.01%013F-HRTimeline
AdvisorNet Financial, Inc625$49.6K<0.01%+30413F-HRTimeline
MUFG Securities EMEA plc620$49.2K<0.01%new13F-HR/ATimeline
BFSG, LLC609$48.4K0.01%+1813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.604$48K<0.01%+40713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Golden State Wealth Management, LLC596$47.3K0.01%013F-HRTimeline
Hemington Wealth Management593$47K0.01%+513F-HRTimeline
HAZLETT, BURT & WATSON, INC.583$46K0.02%013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC575$46K<0.01%013F-HRTimelineGroup
Deseret Mutual Benefit Administrators577$45.8K0.02%013F-HRTimeline
Winch Advisory Services, LLC572$45.4K0.01%-4613F-HRTimeline
Legacy Bridge, LLC570$45.3K0.02%013F-HRTimeline
MOTCO581$45.2K<0.01%-2513F-HRTimeline
CYBER HORNET ETFs LLC565$45K0.03%new13F-HRTimeline
N.E.W. Advisory Services LLC560$44.5K<0.01%-11813F-HRTimeline
Clean Yield Group559$44.4K0.01%013F-HRTimeline
ORG Partners LLC547$44.2K0.01%+3913F-HRTimeline
GeoWealth Management, LLC554$44K<0.01%+8613F-HRTimeline
MorganRosel Wealth Management, LLC548$43.5K0.01%013F-HRTimeline
STILWELL VALUE LLCin group STILWELL VALUE LLC547$43.4K0.02%013F-HRTimelineGroup
Cromwell Holdings LLC530$42.1K0.03%+2813F-HRTimeline
Dynamic Wealth Strategies, LLC528$41.9K0.03%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB512$40.7K<0.01%+4513F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP511$40.6K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust494$39.2K<0.01%+1413F-HRTimeline
PrairieView Partners, LLC499$39K<0.01%013F-HRTimeline
Navigoe, LLC488$38K0.03%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.478$38K<0.01%013F-HRTimelineGroup
FIRST COMMUNITY TRUST NA476$37.8K0.03%-34113F-HRTimeline
AMERIFLEX GROUP, INC.473$37.1K0.02%+2113F-HRTimeline
Fortis Group Advisors, LLC458$36.4K0.01%013F-HRTimeline
Catalyst Capital Advisors LLC453$36K<0.01%-60013F-HRTimeline
GPS Wealth Strategies Group, LLC450$35.7K<0.01%+613F-HRTimeline
Paladin Advisory Group, LLC449$35.7K0.03%013F-HRTimeline
GROUP ONE TRADING LLC447$35.5K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.423$33.6K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department422$33.5K0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC414$32.9K<0.01%013F-HRTimeline
Fortitude Family Office, LLC406$32.2K0.01%-2013F-HRTimeline
Oslo Pensjonsforsikring AS405$32.2K0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC403$32K<0.01%+25013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors403$32K<0.01%+5613F-HRTimelineGroup
MILLER WEALTH ADVISORS, LLC396$31.5K0.01%013F-HRTimeline
MCF Advisors LLC394$31.3K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.384$30.5K<0.01%013F-HRTimeline
Quarry LP379$30.1K0.01%new13F-HRTimeline
CURIO WEALTH, LLC379$30.1K0.01%+37813F-HRTimeline
Physician Wealth Advisors, Inc.374$29.7K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.372$29.5K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP365$29K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc358$28.4K<0.01%013F-HRTimeline
TD Capital Management LLC357$28.3K<0.01%+413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST349$27.7K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC338$26.6K0.3%+33213F-HRTimeline
Traub Capital Management LLC331$26.3K0.02%13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC321$25K<0.01%-100,31313F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP296$25K0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners310$24.6K<0.01%013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC309$24.5K<0.01%+313F-HRTimeline
New Age Alpha Advisors, LLC302$24K<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA300$23.8K0.01%013F-HRTimeline
Bogart Wealth, LLC300$23.8K<0.01%-613F-HRTimeline
First Pacific Financial295$23.4K<0.01%013F-HRTimeline
Pflug Koory, LLC285$22.6K0.01%013F-HRTimeline
North Star Investment Management Corp.277$22K<0.01%013F-HRTimeline
NewSquare Capital LLC1,850$21.7K<0.01%-21513F-HRTimeline
HOERTKORN RICHARD CHARLES272$21.6K0.01%013F-HRTimeline
Beacon Capital Management, LLC265$21.1K<0.01%+113F-HRTimeline
Center for Financial Planning, Inc.264$21K<0.01%013F-HRTimeline
True Wealth Design, LLC261$20.7K0.01%+16013F-HRTimeline
Key Financial Inc253$20.1K<0.01%013F-HRTimeline
YANKCOM Partnership248$19.7K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC239$19K<0.01%-6213F-HRTimelineGroup
Financial Perspectives, Inc238$18.9K0.01%-7613F-HRTimeline
Grove Bank & Trust236$18.7K<0.01%+2713F-HRTimeline
Caldwell Trust Co235$18.7K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC235$18K<0.01%-113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…223$17.7K<0.01%+10013F-HRTimeline
GW&K Investment Management, LLC212$17K<0.01%+7613F-HRTimeline
SRH ADVISORS, LLC211$16.8K0.01%013F-HRTimeline
DT Investment Partners, LLC210$16.7K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.209$16.7K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC208$16.5K0.01%+14213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.208$16.5K<0.01%-1,61013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/200$15.9K<0.01%new13F-HRTimeline
New England Capital Financial Advisors …200$15.9K0.01%new13F-HRTimeline
Kentucky Trust Co200$15.9K0.01%013F-HRTimeline
Clearstead Trust, LLC198$15.7K<0.01%-2813F-HRTimeline
UNION SAVINGS BANK195$15.2K0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management189$15K<0.01%013F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL189$15K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.190$15K<0.01%013F-HRTimeline
Smithfield Trust Co190$15K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.185$14.7K<0.01%-2413F-HRTimeline
Strategic Wealth Partners, Ltd.173$13.7K<0.01%13F-HRTimeline
Investors Research Corp173$13.7K<0.01%013F-HRTimeline
Team Financial Group, LLC171$13.6K0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC170$13.5K0.01%-4213F-HRTimeline
HHM Wealth Advisors, LLC169$13.4K<0.01%013F-HRTimeline
Marquette Asset Management, LLC168$13.3K<0.01%-5,53413F-HRTimeline
SJS Investment Consulting Inc.165$13.1K<0.01%-1513F-HRTimeline
Asset Dedication, LLC161$12.8K<0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.160$12.7K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT157$12.5K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…150$11.9K<0.01%-25413F-HRTimeline
CoreFirst Bank & Trust150$11.9K0.01%new13F-HRTimeline
Private Wealth Management Group, LLC145$11.5K<0.01%-1613F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC145$11.5K<0.01%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC138$11K<0.01%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC135$10.8K<0.01%+113F-HRTimeline
Holos Integrated Wealth LLC138$10.6K0.01%013F-HRTimeline
Twin Tree Management, LP133$10.6K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.132$10.5K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…130$10.3K0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC130$10K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC124$9.85K<0.01%+3413F-HRTimelineGroup
Cornerstone Planning Group LLC129$9.82K<0.01%+513F-HRTimeline
PFS Partners, LLC122$9.69K<0.01%new13F-HRTimeline
Painted Porch Advisors LLC119$9.45K<0.01%013F-HRTimeline
Sachetta, LLC115$9.13K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH115$9.13K<0.01%-13813F-HRTimeline
Centricity Wealth Management, LLC115$9.13K0.01%013F-HRTimeline
REAP Financial Group, LLC114$9.06K<0.01%+113F-HRTimeline
Salomon & Ludwin, LLC109$8.78K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC110$8.74K<0.01%013F-HRTimeline
Rise Advisors, LLC103$8.18K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC102$8.1K<0.01%new13F-HRTimeline
ATWOOD & PALMER INC100$7.94K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…100$7.94K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…100$7.94K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC100$7.94K0.01%013F-HRTimeline
Graney & King, LLC100$7.94K0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.94$7.47K0.01%-2313F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV89$7K<0.01%-3213F-HRTimeline
Westend Capital Management, LLC80$6.35K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp79$6.28K<0.01%-13413F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.78$6.17K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC78$6K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton75$5.96K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC75$5.89K0.01%+213F-HRTimeline
GFG Capital, LLC73$5.8K<0.01%new13F-HRTimeline
Rossby Financial, LCC73$5.8K<0.01%-21713F-HRTimeline
Legacy Investment Solutions, LLC72$5.72K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…72$5.72K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC71$5.64K<0.01%013F-HRTimeline
New Millennium Group LLC68$5.4K<0.01%-13613F-HRTimeline
IMG Wealth Management, Inc.58$4.61K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC50$3.86K<0.01%new13F-HRTimeline
Howard Hughes Medical Institute45$3.57K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC45$3.57K<0.01%013F-HRTimeline
Archer Investment Corp44$3.5K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…42$3.34K<0.01%+3013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC41$3.26K<0.01%013F-HRTimeline
Abound Wealth Management41$3.26K<0.01%013F-HRTimeline
HM PAYSON & CO39$3.1K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.38$3.02K<0.01%-4513F-HRTimeline
DiNuzzo Private Wealth, Inc.35$2.78K<0.01%-113F-HRTimeline
ROSS\JOHNSON & Associates LLC35$2.78K0.06%013F-HRTimeline
Prestige Wealth Management Group LLC34$2.7K<0.01%013F-HR/ATimeline
Heritage Wealth Advisors29$2.3K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC28$2.22K<0.01%new13F-HRTimeline
LRI Investments, LLC26$2.06K<0.01%013F-HRTimeline
MASECO LLP26$2.06K<0.01%13F-HRTimeline
Garde Capital, Inc.25$1.99K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC25$1.99K<0.01%-2013F-HRTimeline
SIERRA OCEAN, LLC20$1.63K<0.01%-1513F-HRTimeline
Hughes Financial Services, LLC21$1.61K<0.01%+1513F-HRTimeline
Dunhill Financial, LLC20$1.6K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates20$1.59K<0.01%013F-HRTimeline
Kilter Group LLC19$1.51K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.18$1.43K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC15$1.19K<0.01%013F-HRTimeline
NVWM, LLC15$1.19K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC15$1.19K<0.01%+913F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…21$1K<0.01%013F-HRTimelineGroup
Avion Wealth18$1K<0.01%-213F-HR/ATimeline
Bay Harbor Wealth Management, LLC12$953<0.01%+513F-HRTimeline
Aspect Partners, LLC11$874<0.01%-613F-HRTimeline
HFM Investment Advisors, LLC11$874<0.01%+613F-HRTimeline
Parkworth Wealth Management, Inc.9$715<0.01%+313F-HRTimeline
Rialto Wealth Management, LLC9$715<0.01%-613F-HRTimeline
Valued Wealth Advisors LLC8$640<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC8$636<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8$635<0.01%013F-HRTimeline
American Capital Advisory, LLC7$557<0.01%+513F-HRTimeline
CBIZ Investment Advisory Services, LLC7$556<0.01%-2313F-HRTimeline
Activest Wealth Management7$556<0.01%-2813F-HRTimeline
Strengthening Families & Communities, L…6$481<0.01%new13F-HRTimeline
Addison Advisors LLC6$477<0.01%new13F-HRTimeline
WestEnd Advisors, LLC4$318<0.01%-213F-HRTimeline
Quaker Wealth Management, LLC4$318<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC2$162<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.1$91<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.28$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.