Skip to content
Disclosery

PFG PRINCIPAL FINANCIAL GROUP IN

Follow

Stock (common), issuer CIK 1126328

890 managers (914 13F filers) reported a position in PFG shares at 2026-03-31, 168,561,047 shares in all. 97 filers opened a position and 81 filers sold out during the quarter.

Managers
890
13F filers
914
New
97
Added
355
Reduced
263
Sold out
81
Shares held by filers
168,561,047

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
KAVAR CAPITAL PARTNERS GROUP, LLC2,360$213K0.03%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,359$213K0.01%new13F-HRTimeline
NorthCrest Asset Manangement, LLC2,353$212K0.01%-1,18813F-HRTimeline
Paragon Capital Management Ltd2,352$212K0.04%-10713F-HRTimeline
Trust Asset Management LLC2,352$212K0.02%013F-HRTimeline
Pallas Capital Advisors LLC2,351$212K0.01%-85913F-HRTimeline
Composition Wealth, LLC2,342$211K<0.01%new13F-HRTimeline
Acropolis Investment Management, LLC2,336$210K0.01%-4213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,333$210K0.01%-3,12013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,329$210K<0.01%new13F-HRTimelineGroup
Wealthspire Advisors, LLC2,329$210K<0.01%-2,13013F-HRTimeline
AUXIER ASSET MANAGEMENT LLC2,322$209K0.03%013F-HRTimeline
Koshinski Asset Management, Inc.2,305$208K0.01%+113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,299$207K0.02%+2113F-HRTimeline
Plancorp, LLC2,242$206K0.01%new13F-HRTimeline
First Bank & Trust2,282$206K0.03%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,272$205K<0.01%-94313F-HRTimelineGroup
SageView Advisory Group, LLC2,265$204K0.01%-18713F-HRTimeline
HUB Investment Partners, LLC2,259$204K<0.01%new13F-HRTimeline
Rothschild Wealth LLC2,254$203K0.02%new13F-HRTimeline
EVOKE WEALTH, LLC2,221$200K<0.01%-10213F-HRTimeline
Clarity Asset Management, Inc.2,133$192K0.1%+1413F-HRTimeline
Employees Retirement System of Texas2,126$192K<0.01%013F-HRTimeline
MATHER GROUP, LLC.1,965$177K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,907$172K<0.01%-4713F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.1,900$171K0.02%+1,04813F-HRTimeline
Parallel Advisors, LLC1,892$170K<0.01%+20613F-HR/ATimeline
PRIVATE TRUST CO NA1,876$169K0.02%+55513F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,854$167K0.01%+25313F-HRTimelineGroup
West Financial Advisors, LLC1,806$163K0.03%013F-HRTimeline
Silvant Capital Management LLC1,747$157K0.01%013F-HRTimeline
Park Place Capital Corp1,732$156K0.03%new13F-HRTimeline
Fideuram Asset Management (Ireland) dac1,617$155K0.02%+94813F-HRTimeline
CENTRAL TRUST Co1,714$154K<0.01%-2313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,704$154K0.01%+5013F-HRTimeline
Manchester Capital Management LLC1,680$151K0.02%013F-HRTimeline
Private Wealth Asset Management, LLC1,659$149K0.02%+1,25613F-HRTimeline
LGT Financial Advisors LLC1,547$139K0.71%013F-HRTimeline
AlphaCentric Advisors LLC1,462$132K0.13%new13F-HRTimeline
Nemes Rush Group LLC1,440$130K0.01%013F-HRTimeline
JNBA Financial Advisors1,432$129K0.01%013F-HRTimeline
Quent Capital, LLC1,415$127K0.01%-18613F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…1,410$124K<0.01%-16013F-HRTimelineGroup
Versant Capital Management, Inc1,331$120K0.01%+15813F-HRTimeline
Larson Financial Group LLC1,330$120K<0.01%+22913F-HRTimeline
Essential Partners LLC1,321$119K0.04%-99913F-HRTimeline
Key Capital Management, INC1,300$117K0.08%+32313F-HRTimeline
JFS WEALTH ADVISORS, LLC1,284$116K0.01%+613F-HRTimeline
CVA Family Office, LLC1,269$114K0.01%+14113F-HRTimeline
Capital Advisors, Ltd. LLC1,202$108K0.01%013F-HRTimeline
RMG Wealth Management LLC1,059$106K0.01%013F-HRTimeline
Olistico Wealth, LLC1,169$105K0.05%+1113F-HRTimeline
Root Financial Partners, LLC1,112$100K<0.01%+16113F-HRTimeline
GHP Investment Advisors, Inc.1,099$99K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC1,097$98.9K0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,080$97.3K0.06%-3013F-HRTimeline
Deseret Mutual Benefit Administrators1,079$97.2K0.03%+50213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,073$96.7K<0.01%+713F-HRTimelineGroup
Geneos Wealth Management Inc.1,042$93.9K<0.01%+9213F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC1,037$93.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,018$91.8K<0.01%+25513F-HRTimeline
Pingora Partners LLC1,000$90.1K0.05%013F-HRTimeline
AlphaCore Capital LLC972$87.6K<0.01%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…950$87.2K<0.01%013F-HRTimeline
Security National Bank960$86.5K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.951$85.7K0.03%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.930$83.8K<0.01%+45213F-HRTimelineGroup
Blue Trust, Inc.921$83K<0.01%+11913F-HRTimeline
Andra AP-fonden900$81.1K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.893$80.5K<0.01%013F-HRTimeline
TFC Financial Management, Inc.844$76K0.01%-2713F-HRTimeline
Trask Adam Roland750$67.6K0.06%13F-HRTimeline
PARK NATIONAL CORP /OH/741$66.8K<0.01%-2,03913F-HRTimeline
Rossby Financial, LCC707$63.7K0.01%+54413F-HRTimeline
Whipplewood Advisors, LLC700$63.1K0.03%013F-HRTimeline
BOKF, NAin group BOKF, NA683$61.5K<0.01%-12213F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…673$60.6K<0.01%new13F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP650$58.6K<0.01%013F-HRTimelineGroup
Cromwell Holdings LLC642$57.9K0.03%013F-HRTimeline
BFSG, LLC618$55.7K0.01%-413F-HRTimeline
Cassaday & Co Wealth Management LLC607$54.7K<0.01%new13F-HRTimeline
FIRST HORIZON CORP593$53.4K<0.01%+1013F-HRTimeline
HAZLETT, BURT & WATSON, INC.583$53K0.02%-6513F-HRTimeline
FINANCIAL CONSULATE, INC575$51.8K0.01%+2413F-HRTimeline
Legacy Bridge, LLC570$51.4K0.02%013F-HRTimeline
Bay Harbor Wealth Management, LLC561$50.6K0.01%+53513F-HRTimeline
Winch Advisory Services, LLC561$50.5K0.01%+413F-HRTimeline
N.E.W. Advisory Services LLC560$50.5K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC558$50.3K0.03%+3013F-HRTimeline
CYBER HORNET ETFs LLC549$49.5K0.03%-6813F-HRTimeline
Parkside Financial Bank & Trust547$49.3K<0.01%+3613F-HRTimeline
STILWELL VALUE LLCin group STILWELL VALUE LLC547$49.3K0.03%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC546$49.2K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…536$48.3K0.01%+6313F-HRTimeline
MOTCO535$48.2K<0.01%013F-HRTimeline
CITY HOLDING CO525$47.3K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA517$46.6K0.03%-37613F-HRTimeline
True Wealth Design, LLC515$46.4K0.01%+413F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP511$46K<0.01%013F-HRTimelineGroup
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…500$45.1K0.02%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Physician Wealth Advisors, Inc.484$43.6K0.01%-10613F-HRTimeline
Clean Yield Group484$43.6K0.01%013F-HRTimeline
Navigoe, LLC488$43K0.03%013F-HRTimeline
Pflug Koory, LLC473$42.6K0.02%+18813F-HRTimeline
OSSIAM465$41.9K<0.01%-54,83213F-HRTimeline
MassMutual Private Wealth & Trust, FSB461$41.5K<0.01%-7113F-HRTimeline
Fortis Group Advisors, LLC458$41.3K0.01%013F-HRTimeline
Paladin Advisory Group, LLC449$40.5K0.03%013F-HRTimeline
SJS Investment Consulting Inc.433$39K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC430$38.7K0.01%+613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…430$38.7K<0.01%+16513F-HRTimeline
CAPITAL & PLANNING, LLC424$38.2K0.02%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.423$38.1K0.01%013F-HRTimeline
Wilkerson Advisory Group LLC422$38.1K0.01%+15413F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department422$38K0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC414$37.3K<0.01%013F-HRTimeline
Gould Capital, LLC408$36.8K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.405$36.5K<0.01%+21513F-HRTimeline
MILLER WEALTH ADVISORS, LLC396$35.7K0.01%013F-HRTimeline
Clearstead Advisors, LLC395$35.6K<0.01%-86413F-HRTimeline
MCF Advisors LLC394$35.5K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC385$34.7K0.01%13F-HRTimeline
CURIO WEALTH, LLC384$34.6K0.01%+513F-HRTimeline
Comprehensive Financial Planning, Inc./…381$34.3K0.02%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC380$34.2K0.01%013F-HRTimeline
TD Capital Management LLC367$33K<0.01%+413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP365$32.9K<0.01%013F-HRTimeline
Covestor Ltd351$32K0.02%-1013F-HRTimeline
Signature Equity Partners, LLC350$31.5K0.02%+34413F-HRTimeline
Basecamp Wealth Advisors LLC349$31.4K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST349$31.4K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc348$31.4K<0.01%+513F-HRTimeline
Quest 10 Wealth Builders, Inc.342$30.8K0.03%-413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC334$30.1K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc325$29.3K<0.01%+113F-HRTimeline
Bogart Wealth, LLC314$28.3K<0.01%-113F-HRTimeline
MBM WEALTH CONSULTANTS, LLC307$27.7K0.01%new13F-HRTimeline
First Pacific Financial303$27.3K<0.01%+313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors303$27.3K<0.01%+813F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA300$27K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.300$27K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…295$26.6K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC293$26.4K0.01%013F-HRTimeline
Rialto Wealth Management, LLC285$25.7K0.01%-13913F-HRTimeline
YANKCOM Partnership282$25.4K0.01%013F-HRTimeline
North Star Investment Management Corp.277$25K<0.01%013F-HRTimeline
HOERTKORN RICHARD CHARLES272$24.5K0.02%013F-HRTimeline
Center for Financial Planning, Inc.264$23.8K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…261$23.5K0.01%013F-HRTimelineGroup
Fortitude Family Office, LLC245$22.1K<0.01%-16013F-HRTimeline
McIlrath & Eck, LLC243$21.9K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC241$21.7K<0.01%-413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC239$21.5K<0.01%-15913F-HRTimelineGroup
Financial Perspectives, Inc238$21.4K0.01%013F-HRTimeline
Grove Bank & Trust236$21.3K<0.01%013F-HRTimeline
Caldwell Trust Co235$21.2K<0.01%013F-HRTimeline
Creative Capital Management Investments…234$21.1K0.01%013F-HRTimeline
GW&K Investment Management, LLC236$21K<0.01%+713F-HRTimeline
VALLEY NATIONAL ADVISERS INC235$21K<0.01%013F-HRTimeline
Triumph Capital Management230$20.7K<0.01%+20313F-HRTimeline
COUNTRY TRUST BANK221$19.9K<0.01%013F-HRTimeline
Key Financial Inc219$19.7K<0.01%013F-HRTimeline
Activest Wealth Management215$19.4K<0.01%+413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…213$19.2K<0.01%+15913F-HRTimeline
Frazier Financial Advisors, LLC212$19.1K0.01%+413F-HRTimeline
SRH ADVISORS, LLC211$19K0.01%013F-HRTimeline
BLUELINE ADVISORS LLC206$18.6K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…206$18.6K0.01%013F-HRTimeline
TopTier Wealth Management, LLC202$18.2K0.01%new13F-HRTimeline
Axiom Investment Management LLC200$18K0.01%13F-HRTimeline
New England Capital Financial Advisors …200$18K<0.01%013F-HRTimeline
Kentucky Trust Co200$18K0.01%013F-HRTimeline
UNION SAVINGS BANK195$17.6K0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC190$17.1K0.01%+2013F-HRTimeline
Strategic Investment Solutions, Inc. /IL189$17K<0.01%013F-HRTimeline
Smithfield Trust Co190$17K<0.01%013F-HRTimeline
EASTERN BANK188$16.9K<0.01%new13F-HRTimeline
Marquette Asset Management, LLC188$16.9K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC187$16.9K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC186$16.8K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.180$16.2K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC161$16.1K<0.01%+4613F-HRTimeline
SBI Securities Co., Ltd.179$16.1K<0.01%013F-HRTimeline
Team Financial Group, LLC176$15.9K0.01%+213F-HRTimeline
Investors Research Corp173$15.6K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.173$15.6K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management172$15.5K<0.01%-8913F-HRTimelineGroup
HHM Wealth Advisors, LLC169$15.2K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.165$14.9K<0.01%new13F-HR/ATimelineGroup
AMERIFLEX GROUP, INC.164$14.8K0.01%-17713F-HRTimeline
Ares Financial Consulting, LLC161$14.5K0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC158$14.2K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC155$14.1K<0.01%+5513F-HRTimeline
Rosenberg Matthew Hamilton150$13.5K<0.01%+7513F-HRTimeline
CoreFirst Bank & Trust150$13.5K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.149$13.4K<0.01%013F-HRTimeline
Community Bank, N.A.147$13.2K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.147$13.2K0.01%+1513F-HRTimeline
Private Wealth Management Group, LLC146$13.2K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC138$12.6K0.01%013F-HRTimeline