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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
Pingora Partners LLC1,000$82.9K0.06%013F-HRTimeline
GHP Investment Advisors, Inc.999$82.8K<0.01%+61513F-HRTimeline
Essential Partners LLC989$82K0.03%+12713F-HRTimeline
Blue Trust, Inc.986$81.8K<0.01%+2113F-HRTimeline
Root Financial Partners, LLC980$81.3K0.01%new13F-HRTimeline
Larson Financial Group LLC969$80.4K<0.01%-54513F-HRTimeline
Geneos Wealth Management Inc.961$79.7K<0.01%-71813F-HRTimeline
Security National Bank960$79.6K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.951$78.8K0.02%013F-HRTimeline
RMG Wealth Management LLC992$78.8K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…950$75.5K<0.01%013F-HRTimeline
Clearstead Advisors, LLC907$75.2K<0.01%+14013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC883$73.2K<0.01%new13F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC875$72.5K<0.01%013F-HRTimelineGroup
TFC Financial Management, Inc.871$72.2K0.01%013F-HRTimeline
Catalyst Capital Advisors LLC869$72K<0.01%+41613F-HRTimeline
First Command Advisory Services, Inc.864$71.6K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp805$66.7K<0.01%new13F-HRTimelineGroup
BOKF, NAin group BOKF, NA791$65.6K<0.01%+7613F-HRTimelineGroup
PRIVATE TRUST CO NA770$63.8K0.01%+213F-HRTimeline
Heartwood Wealth Advisors LLC762$63.2K0.01%new13F-HRTimeline
Stephens Consulting, LLC725$60.1K0.02%-113F-HRTimeline
HAZLETT, BURT & WATSON, INC.713$59K0.02%+13013F-HRTimeline
GODSEY & GIBB, INC700$58K0.01%013F-HRTimeline
Whipplewood Advisors, LLC700$58K0.04%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.679$56.3K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP650$53.9K<0.01%013F-HRTimelineGroup
Cromwell Holdings LLC642$53.2K0.03%+11213F-HRTimeline
CITY HOLDING CO635$52.6K0.01%013F-HRTimeline
BFSG, LLC622$51.6K0.01%+1313F-HRTimeline
Hemington Wealth Management613$50K0.01%+2013F-HRTimeline
Golden State Wealth Management, LLC596$49.4K0.01%013F-HRTimeline
CYBER HORNET ETFs LLC584$48.4K0.03%+1913F-HRTimeline
ORG Partners LLC583$48.3K0.01%+3613F-HRTimeline
MOTCO581$48.2K<0.01%013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC575$48K<0.01%013F-HRTimelineGroup
Deseret Mutual Benefit Administrators577$47.8K0.02%013F-HRTimeline
Winch Advisory Services, LLC576$47.7K0.01%+413F-HRTimeline
Legacy Bridge, LLC570$47.3K0.02%013F-HRTimeline
WFA Asset Management Corp548$47.1K0.03%-14013F-HRTimeline
N.E.W. Advisory Services LLC560$46.4K<0.01%013F-HRTimeline
Clean Yield Group559$46.3K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC551$45.7K0.01%new13F-HRTimeline
STILWELL VALUE LLCin group STILWELL VALUE LLC547$45.4K0.02%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC546$45.3K<0.01%-10813F-HRTimeline
Dynamic Wealth Strategies, LLC528$43.8K0.03%013F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP511$42.4K<0.01%013F-HR/ATimelineGroup
Parkside Financial Bank & Trust490$40.6K<0.01%-413F-HRTimeline
Navigoe, LLC488$40K0.03%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.478$39.6K<0.01%013F-HRTimelineGroup
FIRST COMMUNITY TRUST NA476$39.5K0.03%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB469$38.9K<0.01%-4313F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC464$38K0.03%-16413F-HRTimeline
Fortis Group Advisors, LLC458$38K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC450$37.3K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC449$37.2K0.03%013F-HRTimeline
GROUP ONE TRADING LLC442$36.6K<0.01%-513F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.423$35.1K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department422$35K0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC414$34.3K<0.01%013F-HRTimeline
Fortitude Family Office, LLC406$33.7K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC403$33.4K<0.01%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC396$32.8K0.01%013F-HRTimeline
MCF Advisors LLC394$32.7K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC380$31.5K0.01%new13F-HRTimeline
CURIO WEALTH, LLC379$31.4K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.374$31K<0.01%013F-HRTimeline
Covestor Ltd377$31K0.02%-38013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP365$30.3K<0.01%013F-HRTimeline
TD Capital Management LLC360$29.9K<0.01%+313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC356$29.5K<0.01%+4713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST349$28.9K<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC348$28.9K0.01%+21013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors335$27.8K<0.01%-6813F-HRTimelineGroup
Bell Investment Advisors, Inc328$27.2K<0.01%-3013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.316$26.2K<0.01%-56513F-HRTimelineGroup
AdvisorNet Financial, Inc314$26K<0.01%-31113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners310$25.7K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC303$25.1K<0.01%+313F-HRTimeline
New Age Alpha Advisors, LLC302$25K<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA300$24.9K0.01%013F-HRTimeline
First Pacific Financial298$24.7K<0.01%+313F-HRTimeline
United Community Bankin group United Community Bank290$24K0.01%new13F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC288$23.9K0.01%new13F-HRTimeline
Pflug Koory, LLC285$23.6K0.01%013F-HRTimeline
YANKCOM Partnership282$23.4K0.01%+3413F-HRTimeline
North Star Investment Management Corp.277$23K<0.01%013F-HRTimeline
HOERTKORN RICHARD CHARLES272$22.6K0.01%013F-HRTimeline
True Wealth Design, LLC272$22.6K0.01%+1113F-HRTimeline
Salomon & Ludwin, LLC263$22.2K<0.01%+15413F-HRTimeline
Center for Financial Planning, Inc.264$21.9K<0.01%013F-HRTimeline
Key Financial Inc253$21K<0.01%013F-HRTimeline
FIRST HORIZON CORP240$19.9K<0.01%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC239$19.8K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc238$19.7K0.01%013F-HRTimeline
Grove Bank & Trust236$19.6K<0.01%013F-HRTimeline
Caldwell Trust Co235$19.5K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC235$19K<0.01%013F-HRTimeline
GW&K Investment Management, LLC229$19K<0.01%+1713F-HRTimeline
COUNTRY TRUST BANK221$18.3K<0.01%new13F-HRTimeline
SRH ADVISORS, LLC211$17.5K0.01%013F-HRTimeline
DT Investment Partners, LLC210$17.4K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC208$17.2K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/200$16.6K<0.01%013F-HRTimeline
New England Capital Financial Advisors …200$16.6K0.01%013F-HRTimeline
Kentucky Trust Co200$16.6K0.01%013F-HRTimeline
Smithfield Trust Co190$16K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.190$15.8K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management189$15.7K<0.01%013F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL189$15.7K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.185$15.3K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.173$14.3K<0.01%013F-HRTimeline
Investors Research Corp173$14.3K<0.01%013F-HRTimeline
Team Financial Group, LLC173$14.3K0.01%+213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management172$14.3K<0.01%-1,08613F-HRTimelineGroup
Bruce G. Allen Investments, LLC170$14.1K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC169$14K<0.01%013F-HRTimeline
Marquette Asset Management, LLC168$13.9K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.167$13.8K<0.01%+213F-HRTimeline
Asset Dedication, LLC161$13.3K<0.01%013F-HRTimeline
TRUST CO OF VERMONT157$13K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…155$12.9K<0.01%+513F-HRTimeline
CoreFirst Bank & Trust150$12.4K0.01%013F-HRTimeline
Private Wealth Management Group, LLC146$12.1K<0.01%+113F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC137$11.3K<0.01%+213F-HRTimeline
Holos Integrated Wealth LLC138$11K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.132$10.9K<0.01%013F-HRTimeline
Rossby Financial, LCC129$10.7K<0.01%+5613F-HRTimeline
KERR FINANCIAL PLANNING Corp128$10.5K0.01%13F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC124$10.3K<0.01%013F-HRTimelineGroup
PFS Partners, LLC123$10.2K<0.01%+113F-HRTimeline
Painted Porch Advisors LLC119$9.87K<0.01%013F-HRTimeline
REAP Financial Group, LLC115$9.55K<0.01%+113F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH115$9.54K<0.01%013F-HRTimeline
Sachetta, LLC115$9.54K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC110$9.12K<0.01%013F-HRTimeline
Rise Advisors, LLC103$8.54K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC102$8.46K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC100$8.42K<0.01%new13F-HRTimeline
ATWOOD & PALMER INC100$8.29K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT100$8.29K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…100$8.29K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC100$8.29K0.01%013F-HRTimeline
Graney & King, LLC100$8.29K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.83$6.88K<0.01%-1113F-HRTimeline
Westend Capital Management, LLC80$6.63K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC78$6.47K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.78$6.44K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton75$6.22K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC75$6.2K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…72$5.97K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC71$5.89K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…70$5.8K<0.01%-3013F-HRTimeline
New Millennium Group LLC68$5.64K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp64$5.31K<0.01%-1513F-HRTimelineGroup
Westfuller Advisors, LLC59$4.86K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC58$4.81K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.58$4.81K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV53$4K<0.01%-3613F-HRTimeline
Davis Capital Management48$3.98K<0.01%13F-HRTimeline
Howard Hughes Medical Institute44$3.65K<0.01%-113F-HRTimeline
Archer Investment Corp44$3.65K<0.01%013F-HRTimeline
Abound Wealth Management41$3.4K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC41$3.4K<0.01%013F-HRTimeline
Guerra Advisors Inc40$3.32K<0.01%new13F-HRTimeline
HM PAYSON & CO39$3.23K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.38$3.15K<0.01%013F-HRTimeline
Kilter Group LLC38$3.15K<0.01%+1913F-HRTimeline
Cloud Capital Management, LLC48$3K<0.01%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC35$2.9K0.05%013F-HRTimeline
Prestige Wealth Management Group LLC34$2.82K<0.01%013F-HR/ATimeline
DiNuzzo Private Wealth, Inc.35$2.82K<0.01%013F-HRTimeline
Corsicana & Co.32$2.65K<0.01%13F-HRTimeline
MASECO LLP26$2.17K<0.01%013F-HRTimeline
LRI Investments, LLC26$2.16K<0.01%013F-HRTimeline
Clearstead Trust, LLC23$1.91K<0.01%-17513F-HRTimeline
Hughes Financial Services, LLC21$1.75K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates20$1.66K<0.01%013F-HRTimeline
Dunhill Financial, LLC19$1.6K<0.01%-113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC18$1.49K<0.01%new13F-HR/ATimeline
Nova Wealth Management, Inc.18$1.49K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC17$1.41K<0.01%+513F-HRTimeline
NVWM, LLC15$1.24K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC15$1.24K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC15$1.24K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC14$1.16K<0.01%-1413F-HRTimeline
CBIZ Investment Advisory Services, LLC14$1.16K<0.01%+713F-HRTimeline
Clark Wealth Partners13$1.15K<0.01%new13F-HRTimeline
Avion Wealth24$1K<0.01%+613F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…15$1K<0.01%-613F-HRTimelineGroup
Rialto Wealth Management, LLC11$913<0.01%+213F-HRTimeline
Aspect Partners, LLC11$912<0.01%013F-HRTimeline
HFM Investment Advisors, LLC11$912<0.01%013F-HRTimeline
Cornerstone Planning Group LLC128$876<0.01%-113F-HRTimeline
Activest Wealth Management10$829<0.01%+313F-HRTimeline
Valued Wealth Advisors LLC8$671<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC8$664<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8$663<0.01%013F-HRTimeline
Strengthening Families & Communities, L…6$506<0.01%013F-HRTimeline
Avalon Trust Co6$498<0.01%new13F-HRTimeline