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Livermore
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, Q3 2022

Institutional positions in Principal Financial Group Inc as of Sep 30, 2022. 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
707
+24 vs. Q2 2022
Shares held
184.8M
−3.73M (−2.0%) vs. Q2 2022
Total value
$13.3B
+$758.4M (+6.0%) vs. Q2 2022
New holders
81
227 more added
Sold out
57
246 more reduced

8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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 holdersQ3 2022: 707 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 heldQ3 2022: $13.3B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q2 2022.

Institutions holding PFG in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
MAI Capital Management5,128$370.0K0.01%+5,128New
CWA Asset Management Group, LLC5,119$369.0K0.04%−180−3.4%Reduced
Redpoint Investment Management Pty Ltd5,112$369.0K0.05%00.0%Unchanged
Chicago Trust Co NA5,100$368.0K0.10%−3,900−43.3%Reduced
Ellevest, Inc.5,092$367.0K0.03%−392−7.1%Reduced
Symmetry Partners, LLC5,082$367.0K0.02%00.0%Unchanged
Sageworth Trust Co of South Dakota5,068$366.0K0.90%−1,972−28.0%Reduced
Equitable Holdings, Inc.5,078$366.0K0.01%+40+0.8%Added
RSM US Wealth Management LLC5,030$363.0K0.02%+90+1.8%Added
180 Wealth Advisors, LLC4,981$359.0K0.10%+343+7.4%Added
Farmers & Merchants Investments Inc4,966$358.0K0.02%+31+0.6%Added
Blair William & Co4,882$352.0K0.00%+348+7.7%Added
Legacy Financial Advisors, Inc.4,854$350.0K0.08%+289+6.3%Added
Tokio Marine Asset Management Co Ltd4,773$344.0K0.03%+250+5.5%Added
Concord Wealth Partners4,638$335.0K0.11%−430−8.5%Reduced
BCJ Capital Management, LLC4,635$334.0K0.04%+4,635New
Boston Private Wealth LLC4,531$327.0K0.00%+4,531New
Wolverine Trading, LLC4,464$319.0K0.01%−182−3.9%Reduced
Snowden Capital Advisors LLC4,405$317.0K0.01%−30−0.7%Reduced
Cypress Capital Group4,371$316.0K0.05%+190+4.5%Added
Community Capital Management, Inc.4,350$314.0K0.41%−1,950−31.0%Reduced
Continuum Advisory, LLC4,208$304.0K0.05%−374−8.2%Reduced
Apollon Wealth Management, LLC4,200$303.0K0.02%−158−3.6%Reduced
Eads & Heald Wealth Management4,161$300.0K0.17%−65−1.5%Reduced
Qtron Investments LLC4,154$300.0K0.07%00.0%Unchanged
JT Stratford LLC4,118$297.0K0.11%−361−8.1%Reduced
Cornercap Investment Counsel Inc4,121$297.0K0.06%00.0%Unchanged
Renaissance Group LLC4,102$296.0K0.02%00.0%Unchanged
Independent Advisor Alliance4,076$294.0K0.02%−346−7.8%Reduced
Johnson Midwest Financial, LLC4,027$291.0K1.11%+7+0.2%Added
Federation des caisses Desjardins du Quebec3,974$286.7K0.00%+1,043+35.6%Added
Cerity Partners LLC3,949$284.0K0.00%−406−9.3%Reduced
LeJeune Puetz Investment Counsel LLC3,925$283.0K0.12%00.0%Unchanged
Zeke Capital Advisors, LLC3,899$281.0K0.02%00.0%Unchanged
Legacy Bridge, LLC3,895$281.0K0.22%00.0%Unchanged
Vontobel Holding Ltd.3,926$280.0K0.00%−706−15.2%Reduced
Harvest Fund Management Co., Ltd3,881$280.0K0.08%+1,517+64.2%Added
9258 Wealth Management, LLC3,865$279.0K0.07%00.0%Unchanged
J. W. Coons Advisors, LLC3,853$278.0K0.11%00.0%Unchanged
Auxano Advisors, LLC3,855$278.0K0.13%+3,855New
Centennial Wealth Advisory LLC3,824$276.0K0.16%−2,090−35.3%Reduced
Advisory Services Network, LLC3,775$273.0K0.01%+70+1.9%Added
Mutual Advisors, LLC3,739$270.0K0.01%+3,739New
Clarius Group, LLC3,730$269.0K0.03%−294−7.3%Reduced
Premier Asset Management LLC3,650$264.0K0.27%+3,650New
Sunflower Bank, N.A.3,645$263.0K0.06%−1,289−26.1%Reduced
CAPROCK Group, Inc.3,645$263.0K0.03%+143+4.1%Added
Mma Asset Management LLC3,628$262.0K0.23%+146+4.2%Added
Metis Global Partners, LLC3,560$257.0K0.04%−125−3.4%Reduced
Dynamic Advisor Solutions LLC3,560$257.0K0.02%+10.0%Added
Keybank National Association3,556$257.0K0.00%+157+4.6%Added
Stratos Wealth Partners, LTD.3,542$256.0K0.01%−267−7.0%Reduced
Ieq Capital, LLC3,535$255.0K0.01%+494+16.2%Added
CenterStar Asset Management, LLC–$254.0K0.45%–New
Aquatic Capital Management LLC3,500$253.0K0.02%+3,500New
Bessemer Group Inc3,481$252.0K0.00%+80+2.4%Added
Jacobi Capital Management LLC3,497$252.0K0.03%+3,497New
Commons Capital, LLC3,479$251.0K0.40%−102−2.8%Reduced
Ritholtz Wealth Management3,466$250.0K0.01%+3,466New
Global Assets Advisory, LLC2,825$249.0K0.25%+2,825New
SeaCrest Wealth Management, LLC3,390$245.0K0.04%−153−4.3%Reduced
Pathstone Family Office, LLC3,356$242.0K0.00%−94−2.7%Reduced
Northwest Wealth Management, LLC3,340$241.0K0.11%−160−4.6%Reduced
Wedge Capital Management L L P3,322$240.0K0.00%−432,348−99.2%Reduced
OPSEU Pension Plan Trust Fund3,200$237.0K0.06%+29+0.9%Added
PEAK6 Investments LLC3,291$237.0K0.01%+3,291New
Chesley Taft & Associates LLC3,259$235.0K0.02%00.0%Unchanged
Inlet Private Wealth, LLC3,237$234.0K0.07%−391−10.8%Reduced
55I, LLC3,251$234.0K0.01%+3,251New
Checchi Capital Advisers, LLC3,181$230.0K0.03%00.0%Unchanged
Kinloch Capital, LLC3,130$226.0K0.15%00.0%Unchanged
Avantax Advisory Services, Inc.3,136$226.0K0.00%+3,136New
Atlas Capital Advisors LLC3,120$225.1K0.04%+2,912+1,400.0%Added
Eudaimonia Partners, LLC3,114$225.0K0.06%+3+0.1%Added
Cresset Asset Management, LLC3,116$225.0K0.00%+3,116New
Cigna Investments Inc3,077$222.0K0.05%−138−4.3%Reduced
Paragon Capital Management Ltd3,073$222.0K0.06%−80−2.5%Reduced
Jackson, Grant Investment Advisers, Inc.3,071$222.0K0.12%00.0%Unchanged
Cornerstone Advisors Asset Management, LLC3,068$221.4K0.17%−1,023−25.0%Reduced
Pitcairn Co3,049$220.0K0.02%−37−1.2%Reduced
Brown Advisory Inc3,038$219.0K0.00%00.0%Unchanged
WealthPlan Investment Management, LLC2,424$219.0K0.02%+2,424New
Belpointe Asset Management LLC3,028$218.0K0.01%+845+38.7%Added
Redhawk Wealth Advisors, Inc.3,000$216.0K0.09%−10−0.3%Reduced
Security National Bank of So Dak3,000$216.0K0.19%00.0%Unchanged
CRA Financial Services, LLC3,000$216.0K0.08%00.0%Unchanged
RFG Advisory, LLC2,382$216.0K0.01%+2,382New
Sigma Planning Corp2,982$215.0K0.01%+2,982New
Cedrus LLC2,951$212.9K0.20%+2,951New
Ameritas Investment Partners, Inc.2,941$212.0K0.01%00.0%Unchanged
Personal Cfo Solutions, LLC2,942$212.0K0.05%+2,942New
Raymond James Trust N.A.2,910$210.0K0.01%+2,910New
D'Orazio & Associates, Inc.2,907$210.0K0.06%+2,907New
Security National Bank2,905$210.0K0.06%+2,905New
Rehmann Capital Advisory Group2,884$208.1K0.02%+2,884New
HBK Sorce Advisory LLC2,852$206.0K0.01%+2,852New
Pinnacle Financial Partners Inc2,838$205.0K0.01%+2,838New
BCGM Wealth Management, LLC2,340$203.0K0.10%+2,340New
Koshinski Asset Management, Inc.2,797$202.0K0.02%+2,797New
First Citizens Financial Corp2,799$202.0K0.20%+2,799New