Institutional Ownership Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG). We have compiled data on the 830 institutions that hold shares in the stock, with a total of 158 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
317
shares
|
$25,886
0.0% of portfolio
|
Q3 2024
Added 46.08%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
314
shares
|
$25,641
0.01% of portfolio
|
Q3 2023
Added 31.93%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
310
shares
|
$25,314
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
304
shares
|
$24,824
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
304
shares
|
$24,824
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
300
shares
|
$24,498
0.0% of portfolio
|
Q1 2024
Reduced 2.6%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
300
shares
|
$24,498
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
300
shares
|
$24,498
0.01% of portfolio
|
Q1 2021
Reduced 80.9%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
299
shares
|
$24,416
0.0% of portfolio
|
Q3 2024
Added 19.6%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
296
shares
|
$24,171
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
296
shares
|
$24,171
0.01% of portfolio
|
Q2 2024
Reduced 56.21%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
295
shares
|
$24,089
0.01% of portfolio
|
Q1 2024
Reduced 47.7%
|
|
|
Pflug Koory, LLC
|
Jan 15, 2025 Q3 2024 |
285
shares
|
$23,273
0.0% of portfolio
|
Q2 2019
Added 612.5%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
277
shares
|
$22,619
0.0% of portfolio
|
Q4 2023
Added 2208.33%
|
|
|
Hoertkorn Richard Charles
|
Oct 22, 2024 Q3 2024 |
272
shares
|
$22,211
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
271
shares
|
$22,129
0.0% of portfolio
|
Q4 2024
Reduced 16.62%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
270
shares
|
$22,048
0.0% of portfolio
|
Q2 2018
Reduced 80.39%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
264
shares
|
$21,558
0.0% of portfolio
|
Q1 2024
Added 83.33%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
237
shares
|
$19,353
0.0% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
230
shares
|
$18,781
0.0% of portfolio
|
Q3 2024
Reduced 70.74%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
228
shares
|
$18,618
0.0% of portfolio
|
Q3 2024
Added 56.16%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
225
shares
|
$18,373
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
223
shares
|
$18,210
0.0% of portfolio
|
Q3 2024
Reduced 30.53%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
221
shares
|
$18,046
0.01% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
219
shares
|
$17,883
0.0% of portfolio
|
Q1 2022
Added 93.81%
|