PRINCIPAL FDS INC - MIDCAP FD INST Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / MIDCAP FD INST
Price per share
$42.81
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
35,546
Total reported value
$1,678,528
% of total 13F portfolios
0%
Share change
+3,895
Value change
+$183,928
Number of holders
3
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 3 institutional investors reported holding 35,546 shares of PRINCIPAL FDS INC - MIDCAP FD INST.

Institutional Holders of PRINCIPAL FDS INC - MIDCAP FD INST across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 23,680 $1,013,741 -$315,274 $42.81 1
2025 Q3 35,546 $1,678,528 +$183,928 $47.22 3
2025 Q2 31,651 $1,492,046 +$375,771 $47.14 2
2025 Q1 23,680 $1,051,155 $44.39 1
2024 Q4 23,680 $1,055,418 -$57,878,903 $44.57 1
2024 Q3 1,285,758 $58,964,919 +$817,180 $45.86 4
2024 Q2 1,267,939 $52,442,013 -$1,549,756 $41.36 4
2024 Q1 1,305,425 $55,479,834 +$3,906,505 $42.50 4
2023 Q4 1,213,530 $46,477,638 +$1,685,393 $38.30 4
2023 Q3 1,169,525 $39,997,409 -$1,145,685 $34.20 3
2023 Q2 1,201,223 $43,388,178 +$636,475 $36.12 5
2023 Q1 1,183,602 $38,987,347 -$658,965 $32.94 4
2022 Q4 1,203,607 $37,550,975 -$3,148,748 $31.18 4
2022 Q3 1,304,730 $38,842,000 -$2,432,553 $29.76 5
2022 Q2 1,379,691 $42,399,000 -$1,429,681 $30.73 5
2022 Q1 1,426,221 $52,756,000 +$838,267 $36.99 3
2021 Q4 1,403,559 $58,739,000 -$522,521 $41.84 3
2021 Q3 1,416,045 $58,299,000 -$1,021,737 $41.17 3
2021 Q2 1,440,862 $58,902,000 -$551,041 $40.88 3
2021 Q1 1,454,342 $54,518,000 -$3,439,502 $37.41 3
2020 Q4 1,550,634 $56,057,000 +$3,189,569 $36.16 3
2020 Q3 1,462,417 $46,475,000 +$1,995,168 $31.81 2
2020 Q2 1,399,646 $41,121,000 +$4,468,020 $29.38 1
2020 Q1 1,247,567 $29,355,000 +$913,850 $23.53 1
2019 Q4 1,225,894 $37,892,000 +$1,312,858 $30.89 2
2019 Q3 1,183,426 $36,106,000 +$50,707 $30.47 3
2019 Q2 1,182,046 $34,929,412 -$95,648 $29.54 4
2019 Q1 1,185,337 $32,060,892 +$692,068 $27.19 4
2018 Q4 1,155,394 $26,193,000 +$217,215 $22.67 2
2018 Q3 1,145,812 $33,618,000 +$2,596,318 $29.33 2
2018 Q2 1,057,326 $29,700,000 +$2,115,202 $28.08 2
2018 Q1 982,041 $26,652,480 +$1,042,181 $27.14 3
2017 Q4 943,599 $25,740,000 -$65,000 $27.23 3
2017 Q3 945,976 $25,417,000 -$1,420,504 $26.82 3
2017 Q2 998,842 $25,346,000 +$2,877,877 $25.29 3
2017 Q1 885,417 $21,408,000 +$4,345,057 $24.08 2
2016 Q4 705,714 $15,871,000 +$10,556,482 $22.41 2
2016 Q3 236,328 $5,395,000 +$1,967,742 $22.79 2
2016 Q2 150,141 $3,268,627 +$3,195,003 $21.71 3
2016 Q1 3,296 $69,000 -$152,000 $20.93 1
2015 Q4 10,578 $221,000 -$96,000 $20.84 2
2015 Q3 15,100 $320,000 +$114,000 $21.18 2
2015 Q2 9,712 $223,000 -$568,000 $22.96 1
2015 Q1 34,057 $795,000 +$24,077 $23.36 3
2014 Q4 33,020 $724,262 +$232,795 $21.91 3
2014 Q3 22,532 $487,000 +$138,283 $21.61 2
2014 Q2 16,115 $351,000 -$3,307,147 $21.78 1
2014 Q1 175,421 $3,641,000 -$14,613 $20.75 2