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PFG · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

PFGV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • PFG
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterPFGV
Q3 20206 holders, $790m55 holders, $62.2bn
Q4 20205 holders, $958m52 holders, $67.1bn
Q1 20217 holders, $1.2bn58 holders, $64.5bn
Q2 20217 holders, $1.3bn52 holders, $69.3bn
Q3 20214 holders, $1.0bn56 holders, $63.6bn
Q4 20213 holders, $1.1bn47 holders, $58.0bn
Q1 20227 holders, $1.4bn59 holders, $61.8bn
Q2 20225 holders, $1.3bn57 holders, $55.2bn
Q3 20223 holders, $1.2bn57 holders, $50.7bn
Q4 20228 holders, $1.0bn54 holders, $59.4bn
Q1 20236 holders, $958m55 holders, $64.0bn
Q2 20237 holders, $1.1bn54 holders, $65.2bn
Q3 20237 holders, $1.2bn55 holders, $61.5bn
Q4 202310 holders, $1.1bn48 holders, $68.6bn
Q1 202414 holders, $1.3bn50 holders, $73.1bn
Q2 202412 holders, $1.0bn45 holders, $69.5bn
Q3 202412 holders, $1.3bn47 holders, $70.5bn
Q4 20249 holders, $890m48 holders, $77.6bn
Q1 202513 holders, $892m43 holders, $83.5bn
Q2 202513 holders, $274m45 holders, $83.4bn
Q3 202513 holders, $382m48 holders, $82.8bn
Q4 20258 holders, $441m49 holders, $86.0bn
Q1 20264 holders, $800m49 holders, $73.3bn
Q2 20264 holders, $1.3bn52 holders, $81.9bn
PFG

Principal Financial Group In

Holders
12
Reported value
$1.0bn
Buyers
7
Sellers
5

Breadth +2 among 94 comparable managers.

InsuranceFinancial services · L3VLUP
V

Visa Inc

Holders
45
Reported value
$69.5bn
Buyers
28
Sellers
17

Breadth +11 among 94 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q2 2024

Among the 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PFG (0)

None.

Only V (33)

Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, and 8 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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