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 836 institutions that hold shares in the stock, with a total of 159 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
225
shares
|
$17,412
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
223
shares
|
$17,257
0.0% of portfolio
|
Q3 2024
Reduced 30.53%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
221
shares
|
$17,103
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
221
shares
|
$17,103
0.01% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
219
shares
|
$16,948
0.0% of portfolio
|
Q1 2022
Added 93.81%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
211
shares
|
$16,329
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
210
shares
|
$16,251
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
207
shares
|
$16,019
0.0% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
195
shares
|
$15,091
0.0% of portfolio
|
Q1 2024
Reduced 24.71%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
195
shares
|
$15,091
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
192
shares
|
$14,858
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
191
shares
|
$14,781
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
191
shares
|
$14,781
0.0% of portfolio
|
Q2 2022
Reduced 75.94%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
190
shares
|
$14,704
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
190
shares
|
$14,704
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
189
shares
|
$14,626
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
185
shares
|
$14,317
0.0% of portfolio
|
Q3 2024
Added 444.12%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
185
shares
|
$14,317
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
185
shares
|
$14,317
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
180
shares
|
$13,930
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
173
shares
|
$13,388
0.0% of portfolio
|
Q4 2023
Added 37.3%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
172
shares
|
$13,311
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
170
shares
|
$13,156
0.0% of portfolio
|
Q2 2023
Added 70.0%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
165
shares
|
$12,769
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
161
shares
|
$12,459
0.01% of portfolio
|
Q4 2023
New holding
|