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Livermore
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Principal Financial Group Inc

PFG
Exchange
Nasdaq
Industry
Accident & Health Insurance
SEC CIK
0001126328

No open-market purchases or sales by Principal Financial Group Inc insiders were filed in the last 90 days; 961 institutions reported holding it in 13F filings for Q2 2026, worth $18.4B in total; no superinvestor holds it.

13F holders, Q4 2021

Institutional positions in Principal Financial Group Inc as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
664
+49 vs. Q3 2021
Shares held
196.6M
+2.96M (+1.5%) vs. Q3 2021
Total value
$14.2B
+$1.74B (+13.9%) vs. Q3 2021
New holders
111
202 more added
Sold out
62
214 more reduced

9 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PFG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 664 institutions
Q1 2021: 646 institutionsQ2 2021: 615 institutionsQ3 2021: 624 institutionsQ4 2021: 664 institutionsQ1 2022: 687 institutionsQ2 2022: 691 institutionsQ3 2022: 707 institutionsQ4 2022: 784 institutionsQ1 2023: 745 institutionsQ2 2023: 731 institutionsQ3 2023: 723 institutionsQ4 2023: 757 institutionsQ1 2024: 765 institutionsQ2 2024: 796 institutionsQ3 2024: 786 institutionsQ4 2024: 785 institutionsQ1 2025: 841 institutionsQ2 2025: 814 institutionsQ3 2025: 829 institutionsQ4 2025: 892 institutionsQ1 2026: 914 institutionsQ2 2026: 961 institutions
Value heldQ4 2021: $14.2B
Q1 2021: $11.4BQ2 2021: $12.2BQ3 2021: $12.5BQ4 2021: $14.2BQ1 2022: $13.8BQ2 2022: $12.6BQ3 2022: $13.3BQ4 2022: $15.5BQ1 2023: $13.4BQ2 2023: $13.2BQ3 2023: $12.4BQ4 2023: $13.2BQ1 2024: $14.4BQ2 2024: $13.0BQ3 2024: $14.1BQ4 2024: $12.7BQ1 2025: $14.2BQ2 2025: $13.2BQ3 2025: $13.3BQ4 2025: $14.2BQ1 2026: $15.2BQ2 2026: $18.4B
Institutions holding PFG and their total value by quarter
QuarterHoldersValue
Q2 2026961$18.4B
Q1 2026914$15.2B
Q4 2025892$14.2B
Q3 2025829$13.3B
Q2 2025814$13.2B
Q1 2025841$14.2B
Q4 2024785$12.7B
Q3 2024786$14.1B
Q2 2024796$13.0B
Q1 2024765$14.4B
Q4 2023757$13.2B
Q3 2023723$12.4B
Q2 2023731$13.2B
Q1 2023745$13.4B
Q4 2022784$15.5B
Q3 2022707$13.3B
Q2 2022691$12.6B
Q1 2022687$13.8B
Q4 2021664$14.2B
Q3 2021624$12.5B
Q2 2021615$12.2B
Q1 2021646$11.4B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q3 2021.

Institutions holding PFG in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Reilly Financial Advisors, LLC1,000$72.0K0.01%00.0%Unchanged
Covestor Ltd980$71.0K0.10%+980New
First Financial Corp955$69.0K0.04%00.0%Unchanged
Manchester Capital Management LLC960$69.0K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.951$69.0K0.02%00.0%Unchanged
Old North State Trust, LLC922$67.0K0.05%00.0%Unchanged
Desjardins Global Asset Management Inc.894$64.0K0.01%+894New
FSB Premier Wealth Management, Inc.883$63.0K0.03%+883New
Level Financial Advisors, Inc.867$63.0K0.05%+867New
Patriot Financial Group Insurance Agency, LLC829$60.0K0.01%+6+0.7%Added
Dixon Hughes Goodman Wealth Advisors LLC808$58.0K0.02%+808New
Stephens Consulting, LLC725$52.4K0.04%+725New
Trustcore Financial Services, LLC717$52.0K0.01%00.0%Unchanged
MBM Wealth Consultants, LLC710$51.0K0.02%+190+36.5%Added
Quent Capital, LLC704$51.0K0.01%+704New
Burleson & Company, LLC685$50.0K0.01%00.0%Unchanged
West Bancorporation Inc672$49.0K0.04%+672New
City Holding Co678$48.0K0.01%−100−12.9%Reduced
Riggs Asset Managment Co. Inc.665$48.0K0.01%00.0%Unchanged
Clean Yield Group659$48.0K0.02%00.0%Unchanged
CoreFirst Bank & Trust655$47.0K0.03%00.0%Unchanged
RE Dickinson Investment Advisors, LLC651$47.0K0.04%+651New
American Portfolios Advisors649$46.9K0.00%+1+0.2%Added
Sutton Wealth Advisors Inc.635$45.9K0.02%−25−3.8%Reduced
First Command Financial Services, Inc.628$45.0K0.01%00.0%Unchanged
First Horizon Advisors, Inc.615$44.0K0.00%00.0%Unchanged
Ahrens Investment Partners LLC600$43.0K0.02%+600New
CoreCap Advisors, LLC587$43.0K0.00%+587New
McClarren Financial Advisors, Inc.568$42.0K0.03%+6+1.1%Added
CVA Family Office, LLC580$42.0K0.01%+580New
EverSource Wealth Advisors, LLC560$41.0K0.01%+560New
First Command Bank628$40.0K0.01%00.0%Unchanged
Stilwell Value LLC547$40.0K0.03%00.0%Unchanged
Private Ocean, LLC554$40.0K0.00%+395+248.4%Added
Lloyd Advisory Services, LLC.537$39.0K0.02%+42+8.5%Added
Glassman Wealth Services538$39.0K0.01%+100+22.8%Added
Tarbox Family Office, Inc.526$38.0K0.01%−1−0.2%Reduced
Anchor Investment Management, LLC514$37.2K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC513$37.0K0.02%+513New
Kayne Anderson Rudnick Investment Management LLC486$35.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.479$35.0K0.00%+4+0.8%Added
Mystic Asset Management, Inc.485$35.0K0.02%+485New
TD Private Client Wealth LLC461$33.3K0.00%−79−14.6%Reduced
O'Dell Group, LLC457$33.0K0.01%+2+0.4%Added
Bell Investment Advisors, Inc454$33.0K0.01%+7+1.6%Added
Pittenger & Anderson Inc442$32.0K0.00%00.0%Unchanged
Hudock, Inc.447$32.0K0.01%+1+0.2%Added
Parkside Financial Bank & Trust428$31.0K0.01%+16+3.9%Added
Assetmark, Inc432$31.0K0.00%+375+657.9%Added
HHM Wealth Advisors, LLC400$29.0K0.01%00.0%Unchanged
Miller Wealth Advisors, LLC396$29.0K0.02%+396New
Marquette Asset Management, LLC368$27.0K0.01%00.0%Unchanged
Annapolis Financial Services, LLC379$27.0K0.01%00.0%Unchanged
DB Wealth Management Group, LLC377$27.0K0.02%00.0%Unchanged
Winch Advisory Services, LLC355$26.0K0.01%+3+0.9%Added
Sugarloaf Wealth Management, LLC364$26.0K0.01%00.0%Unchanged
Ford Financial Group, LLC365$26.0K0.01%+365New
Johnson Financial Group, Inc.339$25.0K0.00%00.0%Unchanged
Toth Financial Advisory Corp350$25.0K0.00%+50+16.7%Added
Financial Perspectives, Inc341$24.7K0.01%+103+43.3%Added
Plante Moran Financial Advisors, LLC336$24.0K0.00%00.0%Unchanged
Lake Point Wealth Management335$24.0K0.01%00.0%Unchanged
Ossiam317$23.0K0.00%−12,066−97.4%Reduced
Schubert & Co314$23.0K0.02%+314New
Strategic Asset Management, LLC310$22.0K0.03%00.0%Unchanged
HighMark Wealth Management LLC310$22.0K0.01%00.0%Unchanged
Thompson Siegel & Walmsley LLC300$22.0K0.00%00.0%Unchanged
Atwood & Palmer Inc302$22.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC300$22.0K0.01%00.0%Unchanged
Steward Financial Group LLC309$22.0K0.02%+309New
Bivin & Associates, Inc.304$22.0K0.02%+304New
Caldwell Trust Co297$21.5K0.00%00.0%Unchanged
Halpern Financial, Inc.296$21.4K0.01%00.0%Unchanged
First Community Trust NA293$21.2K0.02%+293New
Optiver Holding B.V.320$21.0K0.00%00.0%Unchanged
Valley National Advisers Inc293$21.0K0.00%+3+1.0%Added
Pflug Koory, LLC285$21.0K0.01%00.0%Unchanged
Lenox Wealth Advisors, LLC296$21.0K0.00%+28+10.4%Added
Hoertkorn Richard Charles272$20.0K0.01%00.0%Unchanged
Kistler-Tiffany Companies, LLC270$20.0K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC259$19.0K0.00%−1,100−80.9%Reduced
Rockbridge Investment Management, LCC258$19.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC262$19.0K0.00%+2+0.8%Added
Proequities, Inc.257$19.0K0.00%+257New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC259$18.0K0.00%−242−48.3%Reduced
Leverty Financial Group, LLC247$17.0K0.01%+247New
Zullo Investment Group, Inc.235$17.0K0.01%+235New
Brown Brothers Harriman & Co224$16.0K0.00%00.0%Unchanged
Private Capital Group, LLC223$16.0K0.00%00.0%Unchanged
Hoese & Co LLP224$16.0K0.02%+124+124.0%Added
Cassady Schiller Wealth Management, LLC227$16.0K0.01%+227New
Atlas Capital Advisors LLC208$15.0K0.00%00.0%Unchanged
Old Second National Bank of Aurora300$15.0K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC211$15.0K0.02%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC210$15.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC201$15.0K0.00%00.0%Unchanged
American State Bank (Iowa)200$14.5K0.01%00.0%Unchanged
Zions Bancorporation, N.A.194$14.0K0.00%−223−53.5%Reduced
Antonetti Capital Management LLC200$14.0K0.01%00.0%Unchanged
Charter Oak Capital Management, LLC200$14.0K0.00%00.0%Unchanged