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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 2022

Institutional positions in Principal Financial Group Inc as of Dec 31, 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
784
+89 vs. Q3 2022
Shares held
184.7M
+447.4K (+0.2%) vs. Q3 2022
Total value
$15.5B
+$2.20B (+16.5%) vs. Q3 2022
New holders
137
275 more added
Sold out
48
234 more reduced

12 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 784 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 2022: $15.5B
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 2022

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q3 2022.

Institutions holding PFG in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Lindbrook Capital, LLC237$19.9K0.00%+25+11.8%Added
Zullo Investment Group, Inc.235$19.7K0.01%00.0%Unchanged
Brown Brothers Harriman & Co228$19.1K0.00%−71−23.7%Reduced
Clear Street Markets LLC229$19.0K0.00%−61−21.0%Reduced
Cassady Schiller Wealth Management, LLC225$18.9K0.01%+225New
Rocky Mountain Advisers, LLC211$18.0K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.204$17.1K0.00%+1+0.5%Added
Financial Management Professionals, Inc.199$17.0K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC200$16.8K0.00%+200New
Global Retirement Partners, LLC199$16.7K0.00%+71+55.5%Added
CoreFirst Bank & Trust197$16.5K0.01%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC192$16.1K0.00%+192New
Smithfield Trust Co190$16.0K0.00%00.0%Unchanged
Key Financial Inc219$15.8K0.01%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.168$14.0K0.00%+168New
Creative Financial Designs Inc166$13.9K0.00%00.0%Unchanged
Beacon Capital Management, LLC159$13.3K0.00%+37+30.3%Added
Peregrine Capital Management LLC160$13.0K0.00%00.0%Unchanged
Spire Wealth Management154$13.0K0.00%+2+1.3%Added
Zions Bancorporation, N.A.152$12.8K0.00%−75−33.0%Reduced
MV Capital Management, Inc.150$12.6K0.00%00.0%Unchanged
Eagle Bay Advisors LLC147$12.3K0.01%+23+18.5%Added
Ritter Daniher Financial Advisory LLC144$12.1K0.01%−3−2.0%Reduced
Colonial Trust Co133$11.4K0.00%+133New
Baker Avenue Asset Management, LP131$11.0K0.00%+131New
Accurate Wealth Management, LLC121$10.6K0.00%+121New
Investors Research Corp126$10.6K0.00%00.0%Unchanged
RFP Financial Group LLC126$10.6K0.00%+126New
Coppell Advisory Solutions LLC122$10.2K0.00%+122New
Coppell Advisory Solutions Corp.122$10.2K0.00%+122New
Park Place Capital Corp125$10.0K0.00%+125New
Mendota Financial Group, LLC118$9.90K0.01%+118New
Earnest Partners LLC116$9.73K0.00%00.0%Unchanged
South State Corp.114$9.57K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC110$9.23K0.00%−67−37.9%Reduced
Tilia Fiduciary Partners, Inc.108$9.06K0.01%00.0%Unchanged
Ancora Advisors, LLC97$9.00K0.00%+7+7.8%Added
Cornerstone Planning Group LLC100$8.69K0.00%+100New
Sofos Investments, Inc.84$8.59K0.09%−1,140−93.1%Reduced
Farther Finance Advisors, LLC102$8.56K0.00%+102New
Bray Capital Advisors101$8.48K0.00%00.0%Unchanged
Clearstead Advisors, LLC100$8.39K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC100$8.39K0.00%00.0%Unchanged
Center for Financial Planning, Inc.100$8.39K0.00%00.0%Unchanged
Adirondack Retirement Specialists, Inc.100$8.39K0.01%+100New
Crewe Advisors LLC91$7.64K0.00%−179−66.3%Reduced
Carmichael Hill & Associates, Inc.87$7.30K0.00%00.0%Unchanged
JJJ Advisors Inc.82$7.25K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc78$7.00K0.01%00.0%Unchanged
McIlrath & Eck, LLC71$5.96K0.00%00.0%Unchanged
Globeflex Capital L P63$5.29K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC56$5.00K0.00%00.0%Unchanged
Paragon Wealth Strategies, LLC53$4.45K0.01%+53New
Archer Investment Corp44$3.69K0.00%00.0%Unchanged
Disciplined Investments, LLC41$3.44K0.00%+4+10.8%Added
Raffa Wealth Management, LLC41$3.44K0.00%00.0%Unchanged
Abound Wealth Management41$3.44K0.00%+25+156.3%Added
SJS Investment Consulting Inc.41$3.44K0.00%+22+115.8%Added
Horan Securities, Inc.40$3.36K0.00%00.0%Unchanged
FWL Investment Management, LLC40$3.36K0.00%+40New
Versant Capital Management, Inc37$3.10K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC1,226$3.00K0.00%+1,192+3,505.9%Added
Householder Group Estate & Retirement Specialist, LLC41$3.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.35$2.94K0.00%00.0%Unchanged
Piscataqua Savings Bank35$2.94K0.00%00.0%Unchanged
Antonetti Capital Management LLC33$2.80K0.00%−167−83.5%Reduced
TFC Financial Management32$2.71K0.00%00.0%Unchanged
Fortis Capital Advisors, LLC30$2.52K0.00%+30New
Carolinas Wealth Consulting LLC29$2.43K0.00%00.0%Unchanged
American National Bank22$2.00K0.00%00.0%Unchanged
Global Wealth Strategies & Associates20$1.68K0.00%+20New
West Paces Advisors Inc.19$1.59K0.00%00.0%Unchanged
Tucker Asset Management LLC18$1.54K0.00%00.0%Unchanged
North Star Investment Management Corp.12$1.01K0.00%+12New
Larson Financial Group LLC12$1.01K0.00%+12New
Ogorek Anthony Joseph12$1.00K0.00%−78−86.7%Reduced
Penserra Capital Management LLC14$1.00K0.00%+14New
New Millennium Group LLC10$8390.00%−127−92.7%Reduced
Prestige Wealth Management Group LLC7$5870.00%00.0%Unchanged
Addison Advisors LLC5$4200.00%00.0%Unchanged
Rosenberg Matthew Hamilton5$4200.00%+5New
Tfo-TDC, LLC2$2840.00%+2New
Canada Pension Plan Investment Board1$840.00%−78−98.7%Reduced
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
Kempen Capital Management N.V.0$00.00%−164,415−100.0%Sold out
Artemis Investment Management LLP0$00.00%−85,239−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−55,768−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−41,802−100.0%Sold out
Edmp, Inc.0$00.00%−38,752−100.0%Sold out
Weiss Asset Management LP0$00.00%−37,525−100.0%Sold out
Jump Financial, LLC0$00.00%−27,709−100.0%Sold out
Alberta Investment Management Corp0$00.00%−18,942−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−14,619−100.0%Sold out
Kiwi Wealth Investments Limited Partnership0$00.00%−13,457−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−12,263−100.0%Sold out
WBI Investments0$00.00%−12,107−100.0%Sold out
Quadrature Capital Ltd0$00.00%−11,512−100.0%Sold out
DCM Advisors, LLC0$00.00%−10,078−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−9,430−100.0%Sold out
V Wealth Advisors LLC0$00.00%−8,995−100.0%Sold out