Steel Dynamics, Inc.
MX ˙ BMV ˙ US8581191009
SecurityMX:STLD / Steel Dynamics, Inc.
InstitutionPrincipal Securities, Inc.
Latest Disclosed Ownership2,251 shares
Latest Disclosed Value $ 405,090
Principal Securities, Inc. reports 27.83% increase in ownership of STLD / Steel Dynamics, Inc.

On May 13, 2026 - Principal Securities, Inc. filed a 13F-HR form disclosing ownership of 2,251 shares of Steel Dynamics, Inc. (MX:STLD) valued at $405,090 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,761 shares of Steel Dynamics, Inc.. This represents a change in shares of 27.83% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F STEEL DYNAMICS COM 858119100 2,251 490 27.83 405 35.91 0.0059
2026-02-12 2025-12-31 13F STEEL DYNAMICS COM 858119100 1,761 311 21.45 298 47.52 0.0046
2025-11-12 2025-09-30 13F STEEL DYNAMICS COM 858119100 1,450 229 18.76 202 29.49 0.0033
2025-08-11 2025-06-30 13F STEEL DYNAMICS COM 858119100 1,221 -1,017 -45.44 156 -38.82 0.0029
2025-04-30 2025-03-31 13F STEEL DYNAMICS COM 858119100 2,238 0 0.00 255 0.00 0.0057
2025-01-30 2024-12-31 13F STEEL DYNAMICS COM 858119100 2,238 625 38.75 255 25.62 0.0057
2024-10-28 2024-09-30 13F STEEL DYNAMICS COM 858119100 1,613 166 11.47 203 8.56 0.0049
2024-07-31 2024-06-30 13F STEEL DYNAMICS COM 858119100 1,447 32 2.26 187 -10.53 0.0052
2024-05-10 2024-03-31 13F STEEL DYNAMICS COM 858119100 1,415 180 14.57 210 44.14 0.0065
2024-05-10 2023-12-31 13F/A-1 STEEL DYNAMICS COM 858119100 1,235 1,235 146 0.0054
2024-02-07 2023-12-31 13F STEEL DYNAMICS COM 858119100 1,235 1,235 146 0.0054
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.