PRINCIPAL FINANCIAL GROUP INC (PFG) — Institutional Holders, Q2 2026 (page 4)
963 institutional investment managers reported a PFG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $18.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PFG 13F holders ranked 301–400 of 963
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Neo Ivy Capital Management#301 · 15,807 sh | 15,807 | $1.7M | 0.39% | New |
| 302 | STANCE CAPITAL#302 · 15,791 sh | 15,791 | $1.7M | 0.52% | New |
| 303 | PSI Advisors#303 · 15,704 sh | 15,704 | $1.7M | 0.39% | +4.2% |
| 304 | Kestra Advisory Services#304 · 15,548 sh | 15,548 | $1.7M | <0.01% | -11.9% |
| 305 | Commonwealth Retirement Investments#305 · 15,545 sh | 15,545 | $1.7M | — | -8.1% |
| 306 | Saudi Central Bank#306 · 15,178 sh | 15,178 | $1.6M | 0.02% | +87.2% |
| 307 | SCHRODER INVESTMENT MANAGEMENT GROUP#307 · 14,975 sh | 14,975 | $1.6M | <0.01% | -0.6% |
| 308 | LEUCADIA NATIONAL#308 · 14,959 sh | 14,959 | $1.6M | 0.01% | -32.0% |
| 309 | SRS Capital Advisors#309 · 14,791 sh | 14,791 | $1.6M | 0.01% | +286.2% |
| 310 | Pacer Advisors#310 · 14,740 sh | 14,740 | $1.6M | <0.01% | New |
| 311 | D.A. DAVIDSON#311 · 14,224 sh | 14,224 | $1.5M | <0.01% | -4.9% |
| 312 | Frec Markets#312 · 13,897 sh | 13,897 | $1.5M | 0.13% | +102.4% |
| 313 | Summit Trail Advisors#313 · 13,848 sh | 13,848 | $1.5M | 0.02% | +0.1% |
| 314 | Investment Management of Ontario#314 · 13,837 sh | 13,837 | $1.5M | 0.02% | -12.1% |
| 315 | BENJAMIN EDWARDS#315 · 13,816 sh | 13,816 | $1.5M | 0.01% | +15.9% |
| 316 | Bayview Asset Management#316 · 13,799 sh | 13,799 | $1.5M | 0.30% | New |
| 317 | Kentucky Retirement Systems#317 · 13,738 sh | 13,738 | $1.5M | 0.04% | -39.2% |
| 318 | Procyon Advisors#318 · 13,688 sh | 13,688 | $1.5M | — | -3.3% |
| 319 | WELLINGTON MANAGEMENT GROUP LLP#319 · 13,666 sh | 13,666 | $1.5M | <0.01% | -5.3% |
| 320 | OneDigital Investment Advisors#320 · 13,407 sh | 13,407 | $1.4M | 0.01% | +0.4% |
| 321 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.#321 · 13,304 sh | 13,304 | $1.4M | — | New |
| 322 | HARTFORD INVESTMENT MANAGEMENT#322 · 13,211 sh | 13,211 | $1.4M | 0.04% | -12.3% |
| 323 | Caprock Group#323 · 13,005 sh | 13,005 | $1.4M | 0.03% | +3.1% |
| 324 | NOMURA#324 · 12,658 sh | 12,658 | $1.4M | <0.01% | +144.4% |
| 325 | JSF Financial#325 · 12,590 sh | 12,590 | $1.4M | — | New |
| 326 | Forty-three Eighteen Advisors#326 · 12,471 sh | 12,471 | $1.3M | 0.90% | New |
| 327 | IEQ CAPITAL#327 · 12,451 sh | 12,451 | $1.3M | <0.01% | -78.5% |
| 328 | EP Wealth Advisors#328 · 12,403 sh | 12,403 | $1.3M | <0.01% | -0.9% |
| 329 | Mork Capital Management#329 · 12,370 sh | 12,370 | $1.3M | 0.85% | 0.0% |
| 330 | Woodline Partners#330 · 12,347 sh | 12,347 | $1.3M | <0.01% | +44.1% |
| 331 | ATLAS CAPITAL ADVISORS#331 · 12,278 sh | 12,278 | $1.3M | 0.14% | +50.1% |
| 332 | AssuredPartners Investment Advisors#332 · 12,257 sh | 12,257 | $1.3M | 0.13% | -9.4% |
| 333 | Waverly Advisors#333 · 12,158 sh | 12,158 | $1.3M | <0.01% | +0.6% |
| 334 | Norinchukin Bank, The#334 · 12,110 sh | 12,110 | $1.3M | 0.01% | -0.6% |
| 335 | OMERS ADMINISTRATION#335 · 12,079 sh | 12,079 | $1.3M | <0.01% | +12.2% |
| 336 | Ascent Group#336 · 11,947 sh | 11,947 | $1.3M | 0.04% | +7.8% |
| 337 | GLENMEDE NA#337 · 11,859 sh | 11,859 | $1.3M | <0.01% | -1.0% |
| 338 | ABN AMRO INVESTMENT SOLUTIONS#338 · 11,786 sh | 11,786 | $1.3M | — | +14.8% |
| 339 | Legacy Financial Group#339 · 11,754 sh | 11,754 | $1.3M | 0.14% | -0.1% |
| 340 | WEST BANCORPORATION#340 · 11,714 sh | 11,714 | $1.3M | 0.54% | +10.4% |
| 341 | GUGGENHEIM CAPITAL#341 · 11,654 sh | 11,654 | $1.3M | <0.01% | -49.4% |
| 342 | Gilbert & Cook#342 · 11,645 sh | 11,645 | $1.3M | 0.14% | -0.5% |
| 343 | Private Advisor Group#343 · 11,631 sh | 11,631 | $1.3M | <0.01% | -63.5% |
| 344 | MONTAG A & ASSOCIATES#344 · 11,512 sh | 11,512 | $1.2M | 0.05% | 0.0% |
| 345 | Laird Norton Wetherby Company#345 · 11,432 sh | 11,432 | $1.2M | 0.02% | +7.5% |
| 346 | Maryland State Retirement & Pension System#346 · 11,348 sh | 11,348 | $1.2M | 0.02% | +4.7% |
| 347 | Raleigh Capital Management#347 · 10,833 sh | 10,833 | $1.2M | 0.37% | +38.8% |
| 348 | Martin Capital Partners#348 · 10,711 sh | 10,711 | $1.2M | — | -0.3% |
| 349 | Transamerica Financial Advisors#349 · 10,463 sh | 10,463 | $1.1M | 0.10% | -5.8% |
| 350 | GREENWOOD CAPITAL ASSOCIATES#350 · 10,424 sh | 10,424 | $1.1M | 0.11% | -2.8% |
| 351 | INTECH INVESTMENT MANAGEMENT#351 · 10,350 sh | 10,350 | $1.1M | 0.01% | +26.1% |
| 352 | QUADRANT CAPITAL GROUP#352 · 10,348 sh | 10,348 | $1.1M | — | -48.7% |
| 353 | PARK AVENUE SECURITIES#353 · 10,280 sh | 10,280 | $1.1M | — | -5.5% |
| 354 | Osmosis Investment Management UK Ltd#354 · 10,236 sh | 10,236 | $1.1M | 0.05% | -48.4% |
| 355 | Park Edge Advisors#355 · 10,236 sh | 10,236 | $1.1M | 0.23% | 0.0% |
| 356 | Mount Lucas Management#356 · 10,153 sh | 10,153 | $1.1M | 0.39% | +3.2% |
| 357 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A.#357 · 10,133 sh | 10,133 | $1.1M | <0.01% | -45.2% |
| 358 | BRIGHTON JONES#358 · 10,045 sh | 10,045 | $1.1M | 0.02% | +1.8% |
| 359 | Louisiana State Employees Retirement System#359 · 10,000 sh | 10,000 | $1.1M | — | -1.0% |
| 360 | BESSEMER GROUP#360 · 9,964 sh | 9,964 | $1.1M | <0.01% | +4.8% |
| 361 | Integrated Wealth Concepts#361 · 9,905 sh | 9,905 | $1.1M | <0.01% | +41.5% |
| 362 | THRIVENT FINANCIAL FOR LUTHERANS#362 · 9,901 sh | 9,901 | $1.1M | <0.01% | -52.4% |
| 363 | Pinion Investment Advisors#363 · 9,885 sh | 9,885 | $1.1M | 0.20% | -0.9% |
| 364 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#364 · 9,854 sh | 9,854 | $1.1M | 0.03% | +6.5% |
| 365 | Horizon Investments#365 · 9,799 sh | 9,799 | $1.1M | 0.01% | +16.8% |
| 366 | Lido Advisors#366 · 9,793 sh | 9,793 | $1.1M | <0.01% | +47.0% |
| 367 | Plato Investment Management Ltd#367 · 9,747 sh | 9,747 | $1.0M | 0.06% | 0.0% |
| 368 | FULTON BANK, N.A.#368 · 9,665 sh | 9,665 | $1.0M | — | +13.3% |
| 369 | Oak Thistle#369 · 9,636 sh | 9,636 | $1.0M | — | New |
| 370 | Basepoint Wealth#370 · 9,623 sh | 9,623 | $1.0M | 0.59% | +0.2% |
| 371 | GAMMA Investing#371 · 9,585 sh | 9,585 | $1.0M | — | +10.5% |
| 372 | PRAXIS INVESTMENT MANAGEMENT#372 · 9,570 sh | 9,570 | $1.0M | 0.05% | 0.0% |
| 373 | Mount Yale Investment Advisors#373 · 9,515 sh | 9,515 | $1.0M | 0.02% | -0.4% |
| 374 | TOKIO MARINE ASSET MANAGEMENT LTD#374 · 9,466 sh | 9,466 | $1.0M | — | +27.7% |
| 375 | Allspring Global Investments#375 · 9,330 sh | 9,330 | $1.0M | <0.01% | +0.1% |
| 376 | Ausdal Financial Partners#376 · 9,328 sh | 9,328 | $1.0M | 0.04% | +2.2% |
| 377 | SYON CAPITAL#377 · 9,140 sh | 9,140 | $985.1K | 0.04% | +4.6% |
| 378 | NATIXIS#378 · 9,069 sh | 9,069 | $977.5K | <0.01% | -66.9% |
| 379 | UNITED CAPITAL FINANCIAL ADVISORS#379 · 9,000 sh | 9,000 | $970.1K | <0.01% | +1.9% |
| 380 | HOLDERNESS INVESTMENTS#380 · 8,978 sh | 8,978 | $967.6K | 0.16% | 0.0% |
| 381 | South Dakota Investment Council#381 · 8,914 sh | 8,914 | $961.0K | 0.02% | 0.0% |
| 382 | PINNACLE ASSOCIATES LTD#382 · 8,717 sh | 8,717 | $939.5K | — | +3.5% |
| 383 | M&T BANK#383 · 8,645 sh | 8,645 | $931.7K | <0.01% | +31.9% |
| 384 | EXCHANGE TRADED CONCEPTS#384 · 8,609 sh | 8,609 | $927.9K | <0.01% | +10.7% |
| 385 | Sterling Capital Management#385 · 8,569 sh | 8,569 | $923.6K | — | +16.8% |
| 386 | HB Wealth Management#386 · 8,558 sh | 8,558 | $922.5K | — | +7.7% |
| 387 | Hilltop#387 · 8,555 sh | 8,555 | $922.0K | 0.07% | -1.7% |
| 388 | Meeder Advisory Services#388 · 8,466 sh | 8,466 | $912.5K | 0.03% | +139.4% |
| 389 | Curat Global#389 · 7,239 sh | 7,239 | $906.5K | — | -14.1% |
| 390 | Cornerstone Wealth Management#390 · 8,406 sh | 8,406 | $906.0K | 0.04% | +5.5% |
| 391 | WORLDQUANT MILLENNIUM ADVISORS#391 · 8,387 sh | 8,387 | $904.0K | <0.01% | 0.0% |
| 392 | TWO SIGMA SECURITIES#392 · 8,178 sh | 8,178 | $881.4K | 0.08% | New |
| 393 | SEEDS INVESTOR#393 · 8,157 sh | 8,157 | $879.2K | 0.09% | +10.8% |
| 394 | Prosperity Consulting Group#394 · 8,133 sh | 8,133 | $876.6K | 0.03% | +17.5% |
| 395 | Chicago Partners Investment Group#395 · 8,127 sh | 8,127 | $872.2K | — | +0.5% |
| 396 | Allworth Financial#396 · 8,092 sh | 8,092 | $872.2K | <0.01% | -9.5% |
| 397 | Empirical Finance#397 · 8,037 sh | 8,037 | $866.2K | 0.04% | +2.7% |
| 398 | Vestmark Advisory Solutions#398 · 8,000 sh | 8,000 | $862.3K | <0.01% | -1.3% |
| 399 | City State Bank#399 · 7,938 sh | 7,938 | $855.6K | — | 0.0% |
| 400 | RMB Capital Management#400 · 7,914 sh | 7,914 | $853.0K | 0.01% | -3.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.