Who owns PFG (PFG)
Which tracked institutional funds hold PFG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PFG company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
175 tracked funds added or opened PFG while 123 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PFG’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PFG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 903 tracked filers holding PFG, 465 increased or opened the position and 365 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PFG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 34
- VANGUARD CAPITAL MANAGEMENT LLC$1.2B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B
- Capital World Investors$543M
- VANGUARD FIDUCIARY TRUST CO$102M
- VANGUARD ASSET MANAGEMENT, Ltd$41M
- Vanguard Global Advisers, LLC$40M
Full exits 41
- VANGUARD GROUP INC$2.4B
- Weiss Asset Management LP$54M
- Qube Research & Technologies Ltd$41M
- VIRGINIA RETIREMENT SYSTEMS ET Al$35M
- FORSTA AP-FONDEN$14M
- Brandywine Global Investment Management, LLC$12M
Largest adds
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$406M
- BANK OF AMERICA CORP /DE/$54M
- FEDERATED HERMES, INC.$51M
- NIPPON LIFE INSURANCE CO$34M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$33M
- WELLS FARGO & COMPANY/MN$29M
Largest trims
- BlackRock, Inc.$357M
- MARSHALL WACE, LLP$55M
- CITADEL ADVISORS LLC$48M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$37M
- NORGES BANK$32M
- Bridgewater Associates, LP$22M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NIPPON LIFE INSURANCE CO | 18,137,000 | $1.6B | 9.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 16,026,761 | $1.4B | 8.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 13,474,208 | $1.2B | 7.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 11,264,834 | $1.0B | 6.0% | 2026-Q1 |
| STATE STREET CORP trimmed | 10,179,842 | $917M | 5.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 8,819,452 | $795M | 4.7% | 2026-Q1 |
| Capital World Investors added | 6,026,881 | $543M | 3.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 5,923,936 | $534M | 3.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,660,667 | $508M | 3.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,886,509 | $350M | 2.1% | 2026-Q1 |
| Invesco Ltd. added | 3,459,615 | $312M | 1.9% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 3,333,706 | $300M | 1.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 3,006,287 | $271M | 1.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,754,277 | $248M | 1.5% | 2026-Q1 |
| NORGES BANK trimmed | 2,861,630 | $241M | 1.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 2,450,975 | $220M | 1.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,971,575 | $178M | 1.1% | 2026-Q1 |
| Legal & General Group Plc added | 1,694,596 | $153M | 0.9% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,383,643 | $125M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,190,553 | $107M | 0.6% | 2026-Q1 |
| UBS Group AG added | 1,166,730 | $105M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,189,593 | $105M | 0.6% | 2026-Q1 |
| Amundi trimmed | 1,151,817 | $104M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,130,176 | $102M | 0.6% | 2026-Q1 |
| AustralianSuper Pty Ltd added | 937,473 | $84M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 877,645 | $79M | 0.5% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 780,743 | $70M | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 728,464 | $66M | 0.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 727,924 | $66M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 726,136 | $65M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 644,800 | $58M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 603,915 | $54M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 602,197 | $54M | 0.3% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 591,931 | $53M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 591,228 | $53M | 0.3% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 581,347 | $52M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 578,610 | $52M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 566,364 | $51M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 555,487 | $50M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 509,894 | $46M | 0.3% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 507,575 | $46M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 480,402 | $43M | 0.3% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 452,326 | $41M | 0.2% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 450,593 | $41M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 445,252 | $40M | 0.2% | 2026-Q1 |
| FMR LLC trimmed | 440,854 | $40M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 438,656 | $40M | 0.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 420,035 | $38M | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 416,864 | $38M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 410,420 | $37M | 0.2% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 408,534 | $37M | 0.2% | 2026-Q1 |
| CONNING INC. added | 398,470 | $36M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 397,874 | $36M | 0.2% | 2026-Q1 |
| KBC Group NV trimmed | 396,845 | $36M | 0.2% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 390,352 | $35M | 0.2% | 2026-Q1 |
| Eurizon Capital SGR S.p.A. added | 382,927 | $35M | 0.2% | 2026-Q1 |
| NORTH STAR ASSET MANAGEMENT INC trimmed | 382,045 | $34M | 0.2% | 2026-Q1 |
| TRUST POINT INC. trimmed | 369,076 | $33M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 328,095 | $30M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 327,360 | $29M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 304,787 | $27M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 283,952 | $26M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 279,762 | $25M | 0.2% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 263,516 | $24M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 263,504 | $23M | 0.1% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 243,934 | $22M | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 227,548 | $21M | 0.1% | 2026-Q1 |
| GW HENSSLER & ASSOCIATES LTD added | 223,926 | $20M | 0.1% | 2026-Q1 |
| Bridgewater Associates, LP trimmed | 220,922 | $20M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 210,924 | $19M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 210,700 | $19M | 0.1% | 2026-Q1 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. new | 209,100 | $19M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 205,814 | $19M | 0.1% | 2026-Q1 |
| Swedbank AB trimmed | 205,073 | $18M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 203,083 | $18M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 203,323 | $18M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 202,996 | $18M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 202,755 | $18M | 0.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 201,881 | $18M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 200,708 | $18M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 198,492 | $18M | 0.1% | 2026-Q1 |
| AVIVA PLC trimmed | 192,827 | $17M | 0.1% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 186,884 | $17M | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 183,075 | $16M | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC added | 178,451 | $16M | 0.1% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS added | 172,042 | $16M | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 169,710 | $15M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 169,381 | $15M | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 168,312 | $15M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 165,049 | $15M | 0.1% | 2026-Q1 |
| MAIRS & POWER INC trimmed | 163,884 | $15M | 0.1% | 2026-Q1 |
| Aberdeen Group plc added | 162,462 | $15M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 26,861,992 | $2.4B | 14.1% | 2025-Q4 stale |
| Capital Research Global Investors added | 4,983,302 | $420M | 2.5% | 2025-Q1 stale |
| Weiss Asset Management LP added | 608,926 | $54M | 0.3% | 2025-Q4 stale |
| Qube Research & Technologies Ltd trimmed | 459,205 | $41M | 0.2% | 2025-Q4 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 397,100 | $35M | 0.2% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 327,368 | $27M | 0.2% | 2025-Q3 stale |
| Prana Capital Management, LP trimmed | 241,339 | $20M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.