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Disclosery

PFG PRINCIPAL FINANCIAL GROUP IN

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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
BURKETT FINANCIAL SERVICES, LLC139$12.5K<0.01%+213F-HRTimeline
PFS Partners, LLC125$11.3K0.01%+113F-HRTimeline
KERR FINANCIAL PLANNING Corp111$11.1K0.01%+213F-HR/ATimeline
Gunpowder Capital Management, LLC dba O…123$11.1K0.01%013F-HRTimeline
Sachetta, LLC122$11K0.01%+713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.118$10.6K<0.01%-20313F-HRTimelineGroup
REAP Financial Group, LLC117$10.6K<0.01%+113F-HRTimeline
Asset Dedication, LLC113$10.2K<0.01%-4813F-HRTimeline
LRI Investments, LLC112$10.1K<0.01%+8613F-HRTimeline
Golden State Wealth Management, LLC111$10K<0.01%-48513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC110$9.91K<0.01%013F-HRTimeline
Fairway Wealth LLC105$9.46K<0.01%new13F-HRTimeline
DAGCO, INC.104$9.37K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH103$9.28K<0.01%013F-HRTimeline
ATWOOD & PALMER INC100$9.01K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT100$9.01K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…100$9.01K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC100$9.01K0.01%013F-HRTimeline
Graney & King, LLC100$9.01K<0.01%013F-HRTimeline
PlanVest Financial, Inc100$9.01K0.01%13F-HRTimeline
Torren Management, LLC98$8.79K<0.01%-1,54313F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST95$8.56K<0.01%13F-HRTimeline
Kemnay Advisory Services Inc.87$7.84K<0.01%-13913F-HRTimeline
Richard W. Paul & Associates, LLC86$7.75K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC76$6.82K0.01%013F-HRTimeline
USA FINANCIAL FORMULAS74$6.67K<0.01%-4213F-HRTimeline
Strive Financial Group ,LLC70$6K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.64$5.77K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…57$5.14K<0.01%013F-HRTimeline
Bayforest Capital Ltd56$5.05K0.01%new13F-HRTimeline
Westfuller Advisors, LLC56$5.03K<0.01%-213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC54$4.87K<0.01%+2813F-HRTimeline
Cornerstone Financial Management LLC54$4.87K<0.01%013F-HR/ATimeline
Davis Capital Management52$4.69K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp49$4.42K<0.01%013F-HRTimelineGroup
POM Investment Strategies, LLC49$4.42K0.01%013F-HRTimeline
Intentional Wealth Strategies, LLC45$4.05K<0.01%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV53$4K<0.01%013F-HR/ATimeline
Phillip James Consulting Co.50$4K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC44$3.96K<0.01%+313F-HRTimeline
Archer Investment Corp44$3.96K<0.01%013F-HRTimeline
SHP Wealth Management41$3.69K<0.01%-2513F-HRTimeline
Abound Wealth Management41$3.69K<0.01%013F-HRTimeline
Kilter Group LLC41$3.69K<0.01%+1113F-HRTimeline
HM PAYSON & CO39$3.52K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.38$3.42K<0.01%013F-HRTimeline
Napier Financial, LLC37$3.33K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC36$3.26K<0.01%+2813F-HRTimeline
DiNuzzo Private Wealth, Inc.36$3.24K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC34$3.06K0.06%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC32$2.88K<0.01%-26613F-HRTimeline
Corsicana & Co.32$2.7K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC27$2.43K<0.01%-713F-HRTimeline
Dunhill Financial, LLC25$2.31K<0.01%+413F-HRTimeline
Hughes Financial Services, LLC25$2.25K<0.01%+413F-HRTimeline
Clayton Financial Group LLC23$2.07K<0.01%013F-HRTimeline
Clark Wealth Partners23$2.07K<0.01%+1013F-HRTimeline
Avion Wealth24$2K<0.01%013F-HRTimeline
NVWM, LLC20$1.8K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC19$1.71K<0.01%+413F-HRTimeline
DT Investment Partners, LLC16$1.44K<0.01%-19413F-HRTimeline
WOLFF WIESE MAGANA LLC15$1.35K<0.01%013F-HRTimeline
Portus Wealth Advisors, LLC15$1.35K<0.01%new13F-HRTimeline
Investors Portfolio Services LLC13$1.18K<0.01%+513F-HRTimeline
Truvestments Capital LLC12$1.08K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC12$1.08K<0.01%+113F-HRTimeline
1015 Capital Partners, LLC12$1.08K<0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…15$1K<0.01%013F-HRTimelineGroup
Aspect Partners, LLC11$991<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/10$901<0.01%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI9$811<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8$721<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC8$721<0.01%013F-HRTimeline
Burk Holdings LLC8$721<0.01%new13F-HRTimeline
WestEnd Advisors, LLC6$541<0.01%013F-HRTimeline
Addison Advisors LLC6$541<0.01%013F-HRTimeline
American Capital Advisory, LLC6$541<0.01%-313F-HRTimeline
Quaker Wealth Management, LLC5$451<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC5$451<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC5$451<0.01%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.5$451<0.01%013F-HRTimeline
JPL Wealth Management, LLC5$451<0.01%new13F-HR/ATimeline
Seneschal Advisors, LLC5$451<0.01%013F-HRTimeline
Aventura Private Wealth, LLC5$451<0.01%013F-HRTimeline
PMV Capital Advisers, LLC4$386<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC2$181<0.01%013F-HRTimeline
Synergy Investment Management, LLC2$180<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.1$107<0.01%013F-HRTimeline
3 FACTOR INDEXING, LLC1$91<0.01%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd961$274-22613F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.