PGF Institutional Ownership & Shareholders
INVESCO FINANCIAL PREFERRED (PGF) is currently held by 141 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $137.46M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of PGF tracked by InsiderSet, reporting ownership valued at approximately $20.46M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $18.66M, representing an estimated loss of -8.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed PGF value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Ubs Group Ag, Bank Of America Corp, and several other long-term asset managers with concentrated positions in INVESCO FINANCIAL PREFERRED (PGF).
This page ranks the largest institutional PGF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
141
Total Reported Value
$137.46M
Largest Holder
Morgan Stanley
Largest Position
$20.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
93
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,492,566 | $20,463,089 | $18,657,075 | -$1,806,014 | -8.83% | |
| Ubs Group Ag | 0.00% | 1,344,454 | $18,432,464 | $16,805,675 | -$1,626,789 | -8.83% | |
| Bank Of America Corp | 0.00% | 720,215 | $9,874,145 | $9,002,688 | -$871,458 | -8.83% | |
| Lpl Financial Llc | 0.00% | 711,683 | $9,757,175 | $8,896,038 | -$861,138 | -8.83% | |
| Wells Fargo & Company/Mn | 0.00% | 678,599 | $9,303,585 | $8,482,488 | -$821,098 | -8.83% | |
| Investors Research Corp | 0.92% | 411,899 | $5,247,593 | $5,148,738 | -$98,856 | -1.88% | |
| Private Advisor Group, Llc | 0.02% | 319,009 | $4,373,616 | $3,987,613 | -$386,004 | -8.83% | |
| North Star Investment Management Corp. | 0.24% | 342,803 | $4,367,308 | $4,285,038 | -$82,271 | -1.88% | |
| Mai Capital Management | 0.02% | 312,987 | $4,291,057 | $3,912,338 | -$378,720 | -8.83% | |
| Signal Advisors Wealth, Llc | 0.19% | 335,987 | $4,280,471 | $4,199,838 | -$80,634 | -1.88% | |
| Janney Montgomery Scott Llc | 0.00% | 180,630 | $2,476,000 | $2,257,875 | -$218,125 | -8.81% | |
| Raymond James Financial Inc | 0.00% | 177,969 | $2,439,958 | $2,224,613 | -$215,346 | -8.83% | |
| Royal Bank Of Canada | 0.00% | 160,130 | $2,196,000 | $2,001,625 | -$194,375 | -8.85% | |
| Sterneck Capital Management, Llc | 0.90% | 153,735 | $2,107,707 | $1,921,688 | -$186,020 | -8.83% | |
| Sanctuary Advisors, Llc | 0.01% | 139,578 | $1,913,615 | $1,744,725 | -$168,890 | -8.83% | |
| Wealth Advisory Solutions, Llc | 0.30% | 112,751 | $1,436,448 | $1,409,388 | -$27,061 | -1.88% | |
| Field & Main Bank | 0.29% | 101,976 | $1,398,091 | $1,274,700 | -$123,391 | -8.83% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 110,007 | $1,395,986 | $1,375,088 | -$20,899 | -1.50% | |
| Prospera Financial Services Inc | 0.02% | 101,330 | $1,389,244 | $1,266,625 | -$122,619 | -8.83% | |
| Osaic Holdings, Inc. | 0.00% | 98,503 | $1,350,584 | $1,231,288 | -$119,297 | -8.83% | |
| Envestnet Asset Management Inc | 0.00% | 80,046 | $1,097,432 | $1,000,575 | -$96,857 | -8.83% | |
| Lord & Richards Wealth Management, Llc | 0.82% | 84,705 | $1,079,142 | $1,058,813 | -$20,330 | -1.88% | |
| Commonwealth Equity Services, Llc | 0.00% | 77,002 | $1,055,700 | $962,525 | -$93,175 | -8.83% | |
| Magnus Financial Group Llc | 0.07% | 79,164 | $1,008,552 | $989,550 | -$19,002 | -1.88% | |
| Fifth Third Bancorp | 0.00% | 71,217 | $976,385 | $890,213 | -$86,173 | -8.83% | |
| Cetera Investment Advisers | 0.00% | 70,858 | $971,468 | $885,725 | -$85,743 | -8.83% | |
| D.A. Davidson & Co. | 0.01% | 75,503 | $961,908 | $943,788 | -$18,121 | -1.88% | |
| Mml Investors Services, Llc | 0.00% | 69,909 | $958,451 | $873,863 | -$84,589 | -8.83% | |
| Tailwinds Wealth, Llc | 0.54% | 67,104 | $919,992 | $838,800 | -$81,192 | -8.83% | |
| Citadel Advisors Llc | 0.00% | 61,562 | $844,015 | $769,525 | -$74,490 | -8.83% | |
| Maripau Wealth Management Llc | 0.30% | 59,866 | $829,263 | $748,325 | -$80,938 | -9.76% | |
| International Assets Investment Management, Llc | 0.05% | 10,000 | $814,858 | $125,000 | -$689,858 | -84.66% | |
| Equitable Holdings, Inc. | 0.00% | 53,633 | $735,309 | $670,413 | -$64,897 | -8.83% | |
| Captrust Financial Advisors | 0.00% | 50,694 | $695,018 | $633,675 | -$61,343 | -8.83% | |
| Susquehanna International Group, Llp | 0.00% | 50,215 | $688,447 | $627,688 | -$60,760 | -8.83% | |
| Ameriprise Financial Inc | 0.00% | 42,944 | $588,765 | $536,800 | -$51,965 | -8.83% | |
| Lji Wealth Management, Llc | 0.08% | 45,481 | $579,434 | $568,513 | -$10,922 | -1.88% | |
| Rosenblum Silverman Sutton S F Inc | 0.13% | 40,845 | $559,985 | $510,563 | -$49,423 | -8.83% | |
| Kestra Advisory Services, Llc | 0.00% | 37,315 | $511,591 | $466,438 | -$45,154 | -8.83% | |
| Jones Financial Companies Lllp | 0.00% | 34,025 | $464,780 | $425,313 | -$39,468 | -8.49% | |
| Beacon Pointe Advisors, Llc | 0.00% | 28,991 | $397,463 | $362,388 | -$35,076 | -8.82% | |
| Cim, Llc | 0.05% | 28,574 | $391,750 | $357,175 | -$34,575 | -8.83% | |
| Oppenheimer & Co Inc | 0.00% | 28,150 | $358,631 | $351,875 | -$6,756 | -1.88% | |
| Caprock Group, Llc | 0.01% | 26,068 | $357,392 | $325,850 | -$31,542 | -8.83% | |
| Newedge Advisors, Llc | 0.00% | 25,563 | $350,475 | $319,538 | -$30,938 | -8.83% | |
| Hf Advisory Group, Llc | 0.10% | 27,218 | $346,758 | $340,225 | -$6,533 | -1.88% | |
| Thrivent Financial For Lutherans | 0.00% | 25,258 | $346,000 | $315,725 | -$30,275 | -8.75% | |
| Truist Financial Corp | 0.00% | 26,613 | $339,045 | $332,663 | -$6,383 | -1.88% | |
| Avory & Company, Llc | 0.43% | 26,587 | $338,715 | $332,338 | -$6,378 | -1.88% | |
| Walker Asset Management, Llc | 0.16% | 25,520 | $325,125 | $319,000 | -$6,125 | -1.88% |
Frequently asked questions about PGF
Who are the largest institutional holders of PGF?
The largest institutional holders of PGF reported in the latest SEC Form 13F filings include Morgan Stanley, Ubs Group Ag, Bank Of America Corp, Lpl Financial Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported PGF position.
What is PGF institutional ownership?
This page tracks PGF positions reported by institutional investment managers through SEC Form 13F. INVESCO FINANCIAL PREFERRED (PGF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PGF?
InsiderSet currently tracks 141 institutional managers reporting PGF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PGF shareholders.
How much PGF stock do institutions own?
Institutional investment managers disclosed approximately $137.46M in PGF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PGF institutional ownership last updated?
The latest PGF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PGF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PGF position after the reporting date.
Are institutions buying or selling PGF?
Institutional buying and selling can be analyzed by comparing PGF positions across consecutive 13F reporting periods. InsiderSet's PGF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PGF ownership changes.
How has PGF institutional ownership changed over time?
InsiderSet tracks PGF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.