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 828 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 $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
950
shares
|
$77,577
0.0% of portfolio
|
Q1 2023
Reduced 17.53%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
947
shares
|
$77,332
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
929
shares
|
$75,862
0.0% of portfolio
|
Q3 2024
Reduced 46.14%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
908
shares
|
$74,147
0.01% of portfolio
|
Q4 2024
Added 28.25%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
875
shares
|
$71,452
0.0% of portfolio
|
Q3 2024
Reduced 36.59%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
840
shares
|
$68,594
0.01% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
817
shares
|
$66,716
0.05% of portfolio
|
Q1 2024
Reduced 19.11%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
810
shares
|
$66,144
0.01% of portfolio
|
Q3 2024
Added 419.23%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
792
shares
|
$64,674
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
785
shares
|
$64,103
0.02% of portfolio
|
Q3 2022
Added 14.6%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
725
shares
|
$59,203
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
703
shares
|
$57,406
0.03% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
700
shares
|
$57,162
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
689
shares
|
$56,263
0.0% of portfolio
|
Q3 2024
Reduced 25.91%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
686
shares
|
$56,018
0.01% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
675
shares
|
$55,120
0.0% of portfolio
|
Q3 2024
Added 132.76%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
670
shares
|
$54,712
0.08% of portfolio
|
Q3 2022
Added 116.13%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
664
shares
|
$54,222
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
628
shares
|
$51,282
0.0% of portfolio
|
Q3 2020
Added 72.05%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
628
shares
|
$51,282
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
628
shares
|
$51,282
0.0% of portfolio
|
Q3 2020
Added 72.05%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
614
shares
|
$50,139
0.01% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
609
shares
|
$49,730
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
600
shares
|
$48,996
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
583
shares
|
$47,607
0.02% of portfolio
|
Q1 2022
New holding
|