PRINCIPAL FDS INC - MIDCAP FD R6 Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2021 to Q4 2025

Type / Class
Equity / MIDCAP FD R6
Price per share
$42.91
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,265,233
Total reported value
$59,858,148
% of total 13F portfolios
0%
Share change
+11,278
Value change
+$534,548
Number of holders
2
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 2 institutional investors reported holding 1,265,233 shares of PRINCIPAL FDS INC - MIDCAP FD R6.

Institutional Holders of PRINCIPAL FDS INC - MIDCAP FD R6 across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,296,949 $55,652,124 +$1,417,231 $42.91 1
2025 Q3 1,265,233 $59,858,148 +$534,548 $47.28 2
2025 Q2 1,253,955 $59,198,620 +$86,253 $47.21 3
2025 Q1 1,252,128 $55,656,497 +$560,293 $44.45 3
2024 Q4 1,239,523 $55,319,933 +$54,730,104 $44.62 2
2024 Q3 13,214 $606,250 +$511,250 $45.83 3
2024 Q2 2,085 $86,000 $0 $41.25 1
2024 Q1 2,085 $88,000 $0 $42.21 1
2023 Q4 2,085 $79,000 +$2,008 $37.89 1
2023 Q3 2,032 $69,000 $0 $33.96 1
2023 Q2 2,032 $73,000 $0 $35.93 1
2023 Q1 2,032 $67,000 $0 $32.97 1
2022 Q4 2,032 $63,000 +$1,860 $31.00 1
2022 Q3 1,972 $58,000 +$58,000 $29.41 1
2022 Q1 0 $0 -$97,000 $42.91 0
2021 Q4 2,308 $97,000 +$97,000 $42.03 1