Who owns PFG
875 institutions reported holding PFG for 2026Q1, together 76% of the company, more than the 863 a quarter earlier.
875
Institutions reporting a position · as of 2026Q1 · up from 863 the quarter before
- Shares held by institutions
- 167.0M
Shares held by institutions · 76% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $15.0B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 38%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 52
- New positions
- 104
- Positions exited
- 97
- Added to
- 314
- Reduced
- 225
- Top 10 holdersof the company
- 50%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 875 | 167.0M | $15.0B |
| 2025Q4 | 863 | 160.6M | $14.2B |
| 2025Q3 | 810 | 159.6M | $13.2B |
| 2025Q2 | 792 | 165.5M | $13.1B |
| 2025Q1 | 822 | 167.5M | $14.1B |
| 2024Q4 | 763 | 163.0M | $12.6B |
| 2024Q3 | 765 | 163.9M | $14.1B |
| 2024Q2 | 778 | 165.3M | $13.0B |
| 2024Q1 | 751 | 166.7M | $14.4B |
| 2023Q4 | 743 | 168.7M | $13.2B |
| 2023Q3 | 707 | 171.0M | $12.3B |
| 2023Q2 | 717 | 173.4M | $13.1B |
| 2023Q1 | 732 | 184.2M | $13.4B |
| 2022Q4 | 773 | 184.3M | $15.5B |
| 2022Q3 | 697 | 184.2M | $13.3B |
| 2022Q2 | 681 | 188.3M | $12.6B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| VANGUARD GROUP INC | 26.9M | 12% | $2.42B |
| BlackRock Inc. | 20.3M | 9.2% | $1.83B |
| NIPPON LIFE INSURANCE CO | 18.1M | 8.2% | $1.63B |
| STATE STREET CORP | 10.2M | 4.6% | $917M |
| BANK OF AMERICA CORP /DE/ | 8.8M | 4.0% | $795M |
| Capital World Investors | 6.0M | 2.7% | $543M |
| Charles Schwab Trust Co | 5.9M | 2.7% | $534M |
| GEODE CAPITAL MANAGEMENT LLC | 5.7M | 2.6% | $508M |
| DIMENSIONAL FUND ADVISORS LP | 3.9M | 1.8% | $350M |
| Invesco Ltd. | 3.5M | 1.6% | $319M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
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Asset Management
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